据了解，在过去的一年，菏泽市旅行社(研学旅行)协会及会员单位主动担当作为，在引客入菏、产品打造、服务提升等方面作出积极贡献。特别是围绕牡 丹节会、水浒文化、黄河风情等主题，推出了系列精品线路，有效提升了菏泽文旅的品牌影响力。当前，全国文旅市场加速回暖，消费需求持续升级，这 为行业发展带来了难得的机遇。会议要求广大从业者提升服务品质，以游客满意为导向，规范经营行为，优化服务流程，坚决抵制不合理低价游等乱象； 同时深化产品创新，深挖牡丹文化、水浒文化、红色文化等资源，开发更多体验式、沉浸式文旅产品，增强市场竞争力。 会后，与会人员参观了孔子文化酒城。 当天，菏泽市旅行社(研学旅行)协会第二次会员大会在孔子文化酒城举行。据了解，菏泽康辉国际旅行社有限公司、菏泽中国旅行社有限责任公司被评为 山东省4A级旅行社，菏泽交通旅行社有限公司、菏泽海峡旅行社有限公司、菏泽云鹤国际旅游有限公司、郓城县水浒旅行(社)有限公司、山东儒宇旅行社 有限公司、山东万疆国际旅行社有限公司、菏泽新菏国际旅行社有限公司、山东雅德国际旅游有限公司被评为山东省3A级旅行社。 齐鲁晚报.齐鲁壹点周千清 日前，菏泽市旅行社(研学旅行)协会第二次会员大会 ...

2026.01. 27 本文字数：1745，阅读时长大约3分钟 作者 | 第一财 经 乐琰 距离"史上最长春节假期"不足一个月，旅游市场正在升温。充裕假期下，游客们能更灵活地安排出游，9天 长假叠加"请5休15"的拼假模式带动出境游热度攀升，但在目的地方面2026年春节则有新变化。 日本游跌出热门榜单 春秋旅游副总经理周卫红透露，截至目前，春节假期出游预订人次同比已超去年，其中，春节出境游预订人 次同比去年增长近80%，春节入境游人次同比去年已翻倍。 值得注意的是，今年春节假期的出境游排位有明显变化，第一财经记者采访了解到，原本基本稳定在春节出 境游目的地前十名的日本跌出前十榜单，相对而言，泰国、新加坡等东南亚旅游目的地排名提升，而此前并 非大热目的地的土耳其则因为免签而成为春节出境游"黑马"。 不少旅行社和旅游平台反馈，大量赴日航班取消加之游客出行计划改变，就目前报名情况来看，2026年春 节赴日本的游客大幅减少。"这个现象已经持续了一段时间，我们目前基本没有什么能成团的春节日本游 了，即便有零星赴日的，大多也是商务或探亲，纯旅游的很少。而在往年，日本是春节出境游的热门目的地 之一，且游客在当地消费金额很高 ...

Core Viewpoint - The Ministry of Culture and Tourism, along with the State Administration for Market Regulation, has announced the implementation of the 2026 version of the team tourism contract (model text), which will be enforced nationwide starting March 31, 2026, to enhance tourism service quality and protect the rights of tourists and travel agencies [1][2]. Group 1: Contract Details - The 2026 version includes six model texts: "Team Domestic Tourism Contract," "Team Outbound Tourism Contract," "Mainland Residents Traveling to Taiwan Contract," "Domestic One-Day Tour Contract," "Domestic Travel Agency and Local Reception Agency Contract," and "Study Tour Contract" [1]. - The revisions focus on strengthening safety guarantees for travel agencies, clarifying rules for shopping activities and additional paid tourism projects, improving the protection of tourists' rights, enhancing personal information protection, and regulating study tour activities organized by travel agencies [1][2]. Group 2: Background and Rationale - The previous model texts were issued by the former National Tourism Administration and the former State Administration for Industry and Commerce between 2013 and 2014, which have become outdated due to rapid market developments [2]. - Changes in tourist travel demands and consumption habits have led to new requirements for the standardization and clarity of tourism contracts, emphasizing safety and service quality [2]. - The revision incorporates practical experiences from the use of team tourism contracts and has gathered opinions from various stakeholders, including consumer protection associations, travel agencies, and legal experts [2].

Group 1: Consumer Market Trends - In 2025, China's consumer market is expected to show new highlights, with strong demand in home appliances, mobile phones, and new energy vehicles [1] - Retail sales for daily home appliances, such as refrigerators, gas stoves, and communication devices, are projected to grow by 17.4%, 12.9%, and 18.6% year-on-year, respectively [1] - The sales volume and revenue of new energy passenger vehicles are forecasted to increase by 24.3% and 21.1% year-on-year [1] Group 2: Cultural and Tourism Consumption - The integration of culture and tourism is expected to ignite new consumption vitality, with sales revenue from artistic creation and performances increasing by 17.3% year-on-year [1] - Revenue from travel agencies and related services, scenic spots, and leisure activities is projected to grow by 11.2%, 26.1%, and 14.6% year-on-year, respectively [1] Group 3: Digital and Health Consumption - The integration of digital technologies like AI and VR is driving new consumption patterns, with internet life service platforms and food delivery sales increasing by 9.4% and 13.3% year-on-year [2] - The digital cultural service sector is expected to see a revenue increase of 16.6% year-on-year [2] - The sports and health industry is experiencing strong demand, with sales revenue from sports exhibition services and consulting services growing by 12.2% and 27.8% year-on-year [2] Group 4: Aging Population and Elderly Services - The increasing population of the elderly is driving demand for elderly care services, with spending on elderly care, social assistance, and nursing home services rising by 24.9%, 23.1%, and 15.4% year-on-year [2] - The construction of a childcare service system is also progressing, with nursery service sales increasing by 5.4% year-on-year [2] Group 5: Inbound Tourism and Shopping - Measures to optimize the shopping experience for inbound tourists, such as lowering the threshold for tax refunds and simplifying processes, have effectively stimulated consumption potential [3] - The number of foreign travelers processing tax refunds is expected to increase by 305%, with sales of tax refund goods rising by 95.9% and tax refund amounts increasing by 95.8% year-on-year [3]

Core Insights - The inbound tourism market in Beijing is shifting towards personalized and immersive experiences, with a focus on cultural depth and sustainability, as the number of inbound tourists and their spending are expected to reach new highs by 2025 [1] Group 1: Market Trends - Inbound tourists are increasingly seeking personalized experiences, such as immersive cultural activities and cross-border medical wellness, which are reshaping the tourism landscape in Beijing [1] - The demand is transitioning from traditional sightseeing to interactive cultural experiences, with tourists showing interest in unique destinations rather than conventional tourist spots [4][5] - The rise of millennial and Gen Z tourists is driving a preference for deep learning experiences based on personal interests, such as architecture and cuisine, rather than just visiting iconic landmarks [5] Group 2: Tourism Development Strategies - Travel agencies are encouraged to expand their offerings to include rural and immersive tourism experiences, as many tourists are interested in a combination of urban and rural travel [6][7] - There is a need for travel agencies to enhance customized service levels to cater to the diverse needs of younger inbound tourists, promoting longer stays and deeper cultural engagement [7] Group 3: Cross-Border Medical Tourism - The improvement of China's overall healthcare services is attracting inbound tourists, with a growing interest in combining travel with professional medical services [8][9] - There is an emphasis on integrating cultural experiences with medical services to enhance tourists' understanding and appreciation of Chinese culture while receiving healthcare [9] - Addressing challenges such as language barriers and digital service accessibility is crucial for the development of cross-border medical tourism, alongside promoting traditional Chinese medicine [9]

【#春节假期热门路线掀起抢订潮#】#春节假期热门线路部分名额已不多#2026年春节假期长达9天，随 着假期临近，不少人开始制定出游计划。在北京朝阳区一家旅行社线下门店，记者看到，前来咨询和签 约的市民络绎不绝。尽管距离春节假期还有一段时间，不少热门线路已进入"抢订"阶段，部分产品名额 所剩不多。从预订数据来看，今年春节出境游市场增长势头强劲。与此同时，假期也为国内旅游市场释 放出更大的消费空间。#中国公民春节期间避免前往日本# （来源：千龙网） ...

随着北京加速打造中国入境游首选地各项配套措施的落地，入境游市场迎来强劲复苏，散客化、小团化的新趋势也让小语种导游越发"吃香"。北京商报记者 从旅行社、OTA和部分金牌导游处获悉，目前，北京西班牙语、意大利语等热门小语种导游单日服务费已普遍突破1500元，旺季更是一"导"难求，甚至有些 小语种导游需提前半年以上预订。境内外产业链企业、供应商提议，愿校企联动，加速小语种导游人才供给。 服务费同比上涨30%—50% "北京入境游火了，小语种导游如今得靠'抢'。"作为一线从业者，国家金牌导游、京骑文化联合创始人窦俊杰这样描述当前的市场态势。他明显感觉到2025 年以来入境游客数量明显上升，尤其小语种游客增长迅速，市场出现小语种导游供不应求的局面，随之而来的便是导游服务费用的上涨。 "过去一个30人的大团，只需一名导游带队；如今同样的游客量，可能分散为十多个两人或家庭小团，对导游数量的需求呈几何级增长。"窦俊杰谈到，市场 结构的碎片化直接导致导游资源调配难度加大，尤其对小语种导游的灵活性和储备量提出了更高要求。 面对如此情况，各家旅行社也开始提前布局，争抢小语种导游。张靖也表示，在免签政策推动下，游客来华旅游更加随性， ...

Core Viewpoint - Lingnan Holdings, a cultural tourism enterprise under the Guangzhou municipal government, is pursuing both national and diversified business development [1] Group 1: Business Expansion - By the first half of 2025, the travel agency platform Guangzhilv plans to open approximately 200 stores nationwide, with 119 located within Guangdong province, aiming to expand its physical business scale [1] - In the hotel sector, the company has added 69 new projects and nearly 4,000 rooms, showing steady revenue growth, which is an 18.49% increase compared to the same period in 2019 [1] Group 2: Market Position and Comparables - Comparable companies in the travel agency sector, such as Zhongxin Tourism and China Youth Travel Service, along with hotel business peers like Jinjiang Hotels, are projected to have a 2026 PE ratio of 49.23 times according to iFind consensus estimates [1] - The ongoing recovery in the industry is expected to benefit the company's travel agency and hotel businesses, driven by growth in outbound, inbound, and domestic tourism [1] Group 3: Future Prospects - As a cultural tourism platform under the Guangzhou State-owned Assets Supervision and Administration Commission, the company is anticipated to leverage its resources for future empowerment [1] - The initial coverage of the company has been rated as "Overweight" [1]

Group 1 - The core viewpoint of the news is that Nanjing has welcomed a significant influx of inbound tourism, marking the largest group since 2019, with 500 guests from over 40 countries and regions visiting the city during the New Year period [1][2][3] Group 2 - The inbound tourism group consists of high-end conference and incentive travelers, with 300 guests entering through Shanghai and 200 through Nanjing [2] - The guests stayed for 5 days and 4 nights in high-quality hotels, with dining standards significantly higher than typical group tours, indicating a strong economic impact on local tourism-related industries [2] - The successful recruitment of this group is attributed to a young inbound tourism company in Nanjing, which has benefited from government incentives aimed at promoting inbound tourism [3]

Core Viewpoint - Lingnan Holdings is a comprehensive tourism company with a complete tourism industry chain, focusing on business travel, accommodation, and other related services [1] Company Overview - Lingnan Holdings operates as a large tourism industry integration platform, brand innovation development platform, and investment management capital platform [1] - The company is primarily engaged in business travel (travel agency), accommodation (hotel), and other tourism-related businesses, forming a complete tourism industry chain [1] - The current controlling shareholder is Guangzhou Lingnan Business Travel Investment Group Co., Ltd., holding 45.12% of shares as of H1 2025, with the actual controller being the Guangzhou State-owned Assets Supervision and Administration Commission [1] Business Performance - The travel agency platform, Guangzhilv, has approximately 200 stores nationwide, with 119 located in Guangdong Province, expanding its physical business scale [1] - The hotel business has added 69 new projects/rooms, totaling nearly 4,000 rooms, with revenue growth of 18.49% compared to the same period in 2019 [1] Industry Trends - The tourism market continues to show vitality, with domestic travel demand increasing; inbound tourism is recovering steadily [2] - In 2024, domestic residents are expected to travel 5.62 billion times, a year-on-year increase of 14.8% [2] - Inbound tourists are projected to reach 13.19 million, a 60.8% increase year-on-year, with inbound travel recovering to 91% of 2019 levels [2] - Outbound travel is recovering at a slower pace, expected to reach 79% of 2019 levels due to international flight and visa constraints [2] Business Strategy - Guangzhilv has completed a national layout, with over 70% of the company's revenue coming from travel agency operations [3] - The hotel business is advancing a "North-South collaboration" national layout strategy, with major revenue contributions from Guangzhou Garden Hotel and China Hotel [3] - The company is diversifying its tourism industry chain, expanding into cultural tourism, technology, scenic area operations, and duty-free businesses [3] Financial Forecast - Revenue projections for 2025-2027 are 4.967 billion, 5.602 billion, and 6.277 billion yuan, with year-on-year growth rates of 15.26%, 12.80%, and 12.03% respectively [4] - Expected net profit for the same period is 135 million, 182 million, and 235 million yuan, with growth rates of -10.22%, 35.04%, and 28.90% respectively [4] - The current stock price corresponds to a PE ratio of 65.18, 48.27, and 37.45 for the years 2025, 2026, and 2027 [4] - The company is compared with peers in the travel agency and hotel sectors, with a projected PE of 49.23 for comparable companies in 2026 [4]