中金发布研报称，据交通运输部数据，中秋国庆假期出行人次增幅环比"五一"-1.7ppt，或部分由于错峰 出行比例提升。国庆中秋假期出行人次增速环比五一略有回落但仍较良好，该行预计假期酒店行业 RevPAR增速有望延续9月的环比改善势头。建议关注海南离岛免税销售额后续同比趋势及海南自贸港政 策带来的潜在需求增量。同时建议关注有望迎来拐点、边际改善或受益于服务消费政策的公司。 中金主要观点如下： 旅游：国庆中秋假期出行人次增速环比五一假期略有回落但仍较良好;远途深度游与情绪体验付费并进; 出入境游双轮驱动 据交通运输部数据，中秋国庆假期(2025/10/1-2025/10/8)全社会跨区域人员流动量日均同比+6.2%(铁路/ 公路(自驾为主)/水路/民航客运量日均同比+2.6%/6.5%/4.2%/3.4%)，出行人次增幅环比"五一"-1.7ppt， 或部分由于错峰出行比例提升。远途深度游与情绪体验付费并进。分目的地来看，部分头部旅游目的地 游客人次增长(如长白山（603099）景区受益于沈白高铁的开通，假期前4日接待游客人次同比 +18.95%)。出入境方面，根据CADAS，10.1-10.7 日国际航线客流同比 ...

Core Insights - Jinan's cultural and tourism sector has seen significant visitor engagement during the National Day and Mid-Autumn Festival, with 4.03 million visitors and revenue of 132.94 million yuan reported [1] - The city has organized over 200 cultural and tourism activities under the theme "泉声秋韵 双节同庆" to cater to diverse tourist needs [1] Group 1: Tourist Attractions and Activities - The "泉颂华章" event at the famous springs features immersive experiences, including performances and night tours, enhancing nighttime tourism [2] - Various scenic spots like 千佛山 and 明水古城 have introduced unique events, such as interactive exhibitions and themed markets, to attract visitors [2] - The 25th Red Leaf Festival at 红叶谷 showcases over 4,000 acres of autumn foliage, contributing to the festive atmosphere [2] Group 2: Cultural Heritage and Arts - Jinan's cultural venues have implemented innovative programs to engage visitors, including dance flash mobs and traditional craft workshops [4] - The city has hosted various performances, including symphonies and local operas, enriching the cultural experience for tourists [7] - The "2025 Mid-Autumn Poetry Meeting" broadcasted by CCTV has positively impacted Jinan's city branding and cultural outreach [8] Group 3: Rural Tourism and Community Engagement - Local districts have launched unique rural tourism initiatives, promoting 10 premium routes and 148 distinctive villages to enhance community engagement [6] - Activities such as farm-to-table experiences and cultural tours have attracted significant visitor interest, with high occupancy rates reported in local accommodations [6] Group 4: Economic Impact - The tourism sector's performance during the holiday period indicates a robust recovery and growth potential, with substantial visitor numbers and revenue generation [1][6] - The integration of cultural events and rural tourism is expected to further stimulate local economies and enhance the overall tourism experience [6]

Core Insights - The tourism market in Linyi is experiencing robust growth, driven by innovative travel patterns and a strong demand for diverse experiences, particularly during the extended holiday period in 2025 when the Mid-Autumn Festival coincides with National Day [1][8] - New tourism projects are emerging as key drivers of market growth, with significant visitor numbers reported for attractions like the Mengtong Shengjing, which welcomed over 63,000 visitors on its opening day and over 270,000 in total [2][8] - The integration of traditional culture with modern tourism is proving successful, as seen in the performance of the Langya Ancient City, which attracted over 200,000 visitors in just three days, generating over 30 million yuan in revenue [2][3] Market Performance - During the National Day holiday, Linyi's tourism market showed stability, with 150 out of 152 A-level tourist attractions open, achieving a 98.7% open rate [3] - Key attractions recorded a total of 2.73 million visitors and approximately 178 million yuan in tourism revenue, indicating steady growth in both visitor numbers and income [3][8] - Traditional attractions like the Red Sister's Hometown and Zhuquan Village also saw significant increases in visitor numbers, with some locations reporting over 30% growth [3] Diversification and Innovation - The Linyi tourism market is deepening the "cultural tourism +" integration model, expanding consumption scenarios and shifting tourism experiences from mere sightseeing to diverse consumption [4] - Nighttime economy initiatives, such as light shows and themed fireworks, are enhancing the nighttime tourism experience, contributing to the overall economic vitality of the city [4] - Rural tourism is thriving, with destinations offering interactive games and cultural experiences, thereby enriching visitors' holiday experiences and supporting rural revitalization [4] Indoor Tourism Growth - Indoor tourism experiences are also gaining traction, with attractions like the Linyi Polar Ocean World and the Linyi Museum reporting significant increases in visitor numbers, with growth rates of 14.3% and 23.5% respectively [5] Service and Safety Measures - A comprehensive service guarantee system has been established to ensure smooth operations during the holiday, with over 1,300 staff deployed for inspections and emergency response [7] - The tourism system effectively addressed 497 visitor complaints, ensuring a safe and orderly environment for tourists, with no major incidents reported during the holiday [7] Media Coverage and Brand Impact - The positive performance of Linyi's tourism market has garnered significant media attention, with numerous reports highlighting the city's night economy, red tourism innovations, and cultural policies [7] - This extensive media coverage has enhanced Linyi's brand image and national influence in the tourism sector [7][8]

这个假期，建德以"演赛展商旅"融合为核心，聚焦乡村夜游、轻极限体验等创新方向，推出系列特 色活动，文旅市场热度攀升，展现出差异化发展新活力。 乡村夜游成为假期新亮点：严州古城打造"礼颂华诞・邀月严州城"国风夜游盛宴，"三江共此时"灯 光秀照亮澄清楼古城墙，非遗虾灯舞首次在夜色中展演；三星街宋韵市集夜间照常开放，投壶、拓印等 互动项目让游客沉浸式感受宋式风雅，东门街美食市集香气萦绕，假期古城接待游客36万人次，创收 5330万元；乾潭镇马岭天观景区创新"昼夜双体验"，夜晚推出高山灯光秀、驼峰哈雷等夜游项目，景区 自试营业以来年均吸引游客30万人次。 轻极限体验项目成为年轻游客新宠：乾潭镇老鹰岩山地运动露营公园推出UTV越野车等项目，国 庆预约率超80%；勇峰自行车公园专业级赛道吸引周边运动爱好者前来"狂飙"解压；马岭天观景区新增 高空飞拉达项目，与悬空玻璃栈道形成白天轻极限体验组合；航空小镇同步推出滑翔伞轻极限体验、无 人机足球竞技，深化"跟着赛事游建德"品牌。 此外，乡村新场景持续拓展。邵家村胥岭"外滩五号・溶洞咖啡"将工业风与溶洞景观结合，成为网 红打卡点；钦堂乡露营基地推出"星光露营音乐会"，搭配文化特派 ...

每到假期，南京就会频繁上榜各类旅游目的地Top榜单，游客量破千万人次已成为各个假期的常 态。一年四季客流如织，南京何以成为四季常青的文旅和消费高地？答案就藏在以人为本、持续推动文 商旅体展深度融合、创新发展中。 一年都有好景，四季都是旺季。春天到梅花山赏梅、到鸡鸣寺看樱花，夏天到玄武湖观荷，秋天梧 桐落叶黄金铺道，冬日灯会流光溢彩……一年四季，南京都有"节气式体验"。不管是国际梅花节、玄武 湖荷花节等依托自然景观的观赏活动，还是秦淮灯会、博物馆奇妙夜等人文互动体验，南京每季都 有"定制IP"。 "我觉得南京是一座非常适合旅游的城市，既有很多自然景点，又有历史文化底蕴，而且还很现代 化。这座城市具备了多种不同的气质，老少皆宜。"来自广州的游客陈女士一家今年把国庆、中秋假期 的旅游目的地定在了南京，游览了南京多个景点、品尝了众多南京美食后，她表示这座城市给她留下了 深刻印象，并直言："南京好吃好玩好逛的实在太多了，值得一来再来。" 周周有活动、月月有亮点、季季都精彩——这样热闹的景象在南京已成为常态。近年来，南京 以"南京国际消费节"为抓手，紧扣四季特点，紧抓重点节点，持续开展贯穿全年的"四季有约"消费促进 活动 ...

在国家级夜间文化和旅游消费集聚区——佛山岭南新天地，"新焺游园"文化IP打造"赏灯、吃席、听 曲、切磋、赶集"五重文化及社交新场景，重塑岭南人过节的仪式感；在河源市5A级景区万绿湖，"镜 花水月·古风夜游"中秋主题活动特设游船专线及国风表演，还释出限量"十二花神"免费服装租赁名额， 助游客一站式"打卡"出片……双节的广东文旅市场，精彩远不止白天，"夜游"成为激活地方文化资源、 丰富游客体验、提升城市活力的重要引擎。 据广东省文化和旅游厅消息，据初步测算，2025年国庆中秋假期8天，全省接待游客6517.6万人次，较 2024年国庆假期7天增长11.5%；实现旅游收入613.2亿元，增长14.2%。全省4A级及以上景区接待游客 2421.9万人次，增长16.5%；纳入监测的14段古驿道沿线重点区域接待游客365.5万人次，增长14.8%； 纳入监测的13家红色旅游经典景区接待游客190.3万人次，增长14.7%；纳入监测的100个乡村旅游点和 历史古村落接待游客269.1万人次，增长17.0%；纳入监测的80个重点公共文化机构接待市民游客291.6 万人，增长16.2%。全省游客抽样调查结果显示，全省游客人均花 ...

Travel Trends - During the National Day holiday, the average daily cross-regional passenger flow reached 305 million, a year-on-year increase of 4.0% compared to 2024, slightly lower than the 7.9% growth during the May Day holiday[4] - Subway passenger volume in four first-tier cities decreased by 6.0% year-on-year, while 20 second-tier cities saw a decline of 2.5%[7] - The Baidu migration index increased by 20% year-on-year, surpassing the 7.5% growth rate observed in September[10] - Daily average inbound and outbound travelers are expected to exceed 2 million, up from 1.871 million last year[11] Consumption Insights - Key retail and catering enterprises reported a 3.3% year-on-year increase in sales during the first four days of the holiday[13] - Major e-commerce platforms saw energy-efficient home appliances grow by 19%, with smart refrigerators and home products increasing by 20.7% and 16.8%, respectively[13] - Movie box office revenue for the first seven days of the holiday was approximately 1.73 billion yuan, down 18.1% from the previous year, with daily average attendance decreasing by 9.8%[14] Real Estate Performance - New home sales in 30 major cities saw a daily average transaction area decline of 12.7% year-on-year during the holiday, contrasting with a 7.7% increase in September[18] - The top 100 real estate companies achieved a sales turnover of 252.78 billion yuan in September, marking a 0.4% year-on-year increase[18] Freight Dynamics - Port cargo throughput maintained a growth rate of approximately 7.8% year-on-year, with container throughput growing by 6.9%[20] - Highway freight traffic increased by 6.2% year-on-year, while railway freight volume saw a decline to 1.6%[20] Risk Factors - Potential risks include underwhelming growth policies, unexpected severity of overseas economic downturns, and escalating geopolitical conflicts[23]

义县千年古寺奉国寺近年来口碑持续升温，他们跳出常规服务框架，组建爱心车队聚焦"停车——景 区"衔接难题，单日接送超3000人破解出行堵点。 在滨海小城凌海，各海域景区除了实时对接消防、医疗等救援力量外，他们还升级智慧监管手段，引入 无人机装备对景区水域、大型游乐设施等重点区域开展全天候巡航，搭配AI人流预测系统动态研判客 流高峰，提前规划分流路线、增设临时通道，全力保障景区及全域旅游安全有序。 在北镇大芦花景区，"天际飞车"网红产品火爆出圈，国庆期间客流量猛增。景区除了提前谋划安全措施 外，还为游客准备了免费的北镇特产水果，缓解游客的排队焦虑。 在笔架山景区，为确保每名游客安全往返，景区不仅在沿海栈道等关键点位增设印有潮汐时间与安全提 示的指示牌，更是组建起"暖心服务队"实时提醒游客注意脚下安全。 新华网沈阳10月6日电 网红景区为排队游客送上免费葡萄，政府敞开停车场方便八方游客。国庆期间， 辽宁省锦州市推出"庆国庆、游山海"五大系列共40项主题活动，在持续提升文旅市场热度的同时，以增 加游客舒适度为中心，细化迎峰举措，确保国庆文旅市场忙而有序。 热点景区排队焦虑、停车难及景区"最后一公里"接驳难……针对假日 ...

同时，各地景区积极加强安全管控，通过公共媒体、自媒体等渠道及时发布流量信息，提前做好客 流引导。在景区出入口、核心游览点、交通换乘点、缆车上下点、陡峭路段等关键位置，加强游客疏 导，加设防护装置，维持游览秩序，避免人员过度聚集、失足滑倒、突发踩踏等带来安全风险。 节日期间，辽宁省博物馆为确保文物得到妥善保护以及参观秩序的稳定，当馆内观众流量达到瞬时 承载量峰值时，采取暂缓放行的措施。盘锦市红海滩风景廊道景区做好科学分流，严防瞬时拥堵。 在火种收缴岗，对防火设备及应急预案进行检验；在餐饮商铺，对食品卫生与用电安全进行重点查 看；在东山乐园，对大型设备应急制动系统进行测试……为确保"两节"假期旅游安全，千山旅游集团对 旗下各景区游客中心、游乐设施等重要点位进行了"拉网式"排查。 营造安全有序的市场环境，让广大游客度过一个欢乐祥和的假期，连日来，辽宁省文旅系统持续加 大旅游景区、文化活动场所等重点区域安全隐患排查力度，强化应急值守，确保一旦发生突发情况，第 一时间响应处置。同时，联合交通、公安、市场监管等部门，严厉打击无证经营、强迫购物、虚假宣传 等行为。 在此期间，全省各文旅场所查隐患、找问题，全力做好"源头"管 ...

今年国庆、中秋"双节合体"，带来8天长假。我市推出超600场文旅活动，带市民游客感受热烈喜庆 的节日氛围、浓郁的传统民俗味道，解锁更多文商体旅展融合新玩法。美团数据显示，南京位列文旅消 费Top10目的地城市首位。 市文旅局10月8日晚发布数据，南京智慧旅游大数据运行监测平台显示，并经综合测算，8天长假 全市接待游客量2009.7万人次，旅游总收入279.4亿元，比去年国庆假期分别增长30.2%和34.8%，日 均分别增长13.9%和15.6%。 同时，在这个假期，全市各级商务系统围绕"吃住行游购娱"全链条统筹做好供应保障工作，市区协 同打造多元业态融合新场景，消费市场红红火火。数据显示，假期8天，全市百家重点商贸企业销售额 达39.5亿元，和去年同期相比增长4.7%。 外地游客占比超七成，浙江成最大客源地 如10月1日晚，第六届熙南里中秋笪桥灯市启幕，众多市民游客在璀璨的"灯火天街"下，听大戏、 逛市集；长假期间，南京金牛湖茉莉花国庆烟火嘉年华璀璨绽放，以水上烟花为核心，融合水上特技和 无人机表演；10月4日—6日，汤山旷野音乐谷内举办2025华晨宇火星演唱会，夜幕下动人的旋律和绚 烂的烟花秀交织，带来赏心 ...