Core Insights - The Shanghai tourism market experienced a significant boost during the 8-day National Day and Mid-Autumn Festival holiday, with a total of 25.485 million visitors, representing a year-on-year increase of 19.74% [1] - The average hotel occupancy rate reached 63.70%, up by 3.9 percentage points compared to the same period last year, indicating a strong recovery in tourism consumption [1] Group 1: Holiday Consumption and Events - The holiday featured a diverse range of high-energy events, including the 36th Shanghai Tourism Festival, which adopted an innovative "one festival, two seasons" model, driving total tourism consumption to exceed 300 billion yuan [2] - Various cultural and artistic festivals, such as the 12th Revival Art Festival and the Shanghai International Tea Culture Tourism Festival, integrated cultural elements into shopping districts, enhancing the overall consumer experience [2] - High-profile sports events, including the 2025 Shanghai Rolex Masters and the Shanghai International Rowing Open, contributed to a comprehensive consumption model that attracted numerous sports enthusiasts [2] Group 2: Shopping and Cultural Experiences - Major shopping districts hosted engaging activities like the "Most Hongqiao" Carnival and "Love Shopping in Putuo," which maximized consumer participation and experience [3] - Cultural venues and performance spaces became "cultural magnets," offering high-quality exhibitions and immersive performances that attracted large crowds and stimulated related consumption [4] - The Shanghai International Arts Festival and various musical performances catered to diverse audience preferences, enriching the cultural atmosphere during the holiday [5] Group 3: Rural and Nature Tourism - Traditional towns and rural areas emerged as popular destinations, attracting younger visitors with innovative experiences and cultural events [6][7] - Activities in rural parks and nature festivals provided immersive experiences, blending natural ecology with leisure activities, appealing to urban residents seeking a break from city life [7] Group 4: Light and Visual Experiences - Parks across Shanghai welcomed approximately 6.82 million visitors, a 12% increase from the previous year, with various themed activities enhancing the holiday experience [8] - The second Shanghai International Light Festival featured 1,185 events, creating a visually immersive experience that turned locations like the Bund and Yuyuan Garden into popular social media hotspots [9] - Data indicated that from September 29 to October 4, the light festival attracted a cumulative footfall of 3.7143 million, marking a year-on-year growth of 12.33% [9]

假日文旅"热"铺展中国经济高质量发展的新图景，为世界观察中国发展现状与前景打开了窗口 假日文旅"热"在于多元选择。今年国庆、中秋假期，许多游客不再满足于传统景点，而是追寻更具特 色、更富创意的假日体验。"奔县游""乡村游"出圈，城乡经济因浓厚的"烟火气"而愈加繁荣，科技光影 也以更加灵动的姿态融入文旅场景，折射出中国文旅市场的新变化。在江西龙南市杨村镇，太平堡"村 BA"篮球赛激情开赛，吸引远近游客；江苏多地，"苏超"等体育赛事带动观赛旅游热潮，形成"为一场 赛，赴一座城"的新型消费模式。巴西《论坛》杂志网站记录下这番观察："中国民众为观看或参与体育 赛事而出行的旅游方式，已成为促进消费和地方发展的新形式，体育正转化为经济引擎。" 假日文旅"热"汇于双向奔赴。这个双节假期，"China Travel"热度持续攀升。去哪儿旅行大数据显示，假 期首日在中国国内乘坐飞机的外国旅客同比增长四成以上，飞往中国70个城市。越来越多的外国游客选 择放慢脚步，沉浸式感受中国的地方文化和节日氛围。他们或是在苏州学习刺绣针法，或是在西安身着 汉服"穿越"回盛唐，或是在重庆感受赛博朋克之风……这份交融古今的独特体验，勾勒出一个古朴 ...

Group 1 - The total box office for the 2025 National Day holiday exceeded 1.8 billion yuan, indicating a shift in the Chinese film industry from box office economics to a diversified consumption ecosystem [1] - Huangshan, a scenic area that inspired the film "Avatar," attracted over 30,000 visitors daily during the Mid-Autumn and National Day holidays, showcasing the impact of film on tourism [1] Group 2 - Ma'anshan has become a cultural destination due to its connection with the animated film "Chang'an San Wan Li" and the poet Li Bai, leveraging this link to promote tourism [2] - The local government launched the "Follow the Poet to the Poetry City" premium tourism route, highlighting significant sites related to Li Bai, such as Caishi Rock and Li Bai Cultural Park [2] - Anhui province has identified over 200 film shooting locations and is actively promoting film screenings in red tourism areas, with an average of two screenings per week [2]

Group 1: Agricultural Development - Xinjiang is a key county for vegetable production in China, with a projected vegetable sales revenue of 2.35 billion yuan and an annual production of 700 million kilograms by the end of 2024 [2] - Companies like Shanxi Ruiheng Agricultural Co., Ltd. focus on the research and development of vegetable varieties, providing training for over 4,000 farmers annually [2] - The introduction of modern agricultural technologies, such as intelligent greenhouses, has significantly increased production efficiency and reduced labor intensity for farmers [4] Group 2: Economic Growth and Industrial Transformation - Xinjiang has transitioned from a traditional agricultural county to a modern agricultural powerhouse, with a focus on five major industries: grain, vegetables, fruits, livestock, and medicine [5] - The county's industrial landscape is evolving, with the establishment of 62 industrial enterprises and 20 high-tech companies by the end of 2024 [16] - Shanxi Yinshi Chemical Co., Ltd. is a major player in the dye industry, producing approximately one-third of the global demand for sulfur black dye, with annual sales exceeding 300 million yuan [16] Group 3: Tourism and Cultural Heritage - Xinjiang's tourism sector has seen significant growth, with ticket revenue from tourist attractions reaching 1.2142 million yuan from January to July, a year-on-year increase of 138.41% [10] - The region is home to 16 national protected cultural heritage sites, showcasing its rich historical legacy [10] - The promotion of traditional crafts, such as the production of Jingzhou inkstones and brushes, has contributed to the cultural tourism appeal of Xinjiang [11]

智通财经APP获悉，中国银河证券发布研报称，2025年中秋国庆假期服务消费需求整体好于预期，虽增 速环比五一假期放缓，但线下演出、旅游等业态表现强劲，印证服务消费作为内需抓手的核心地位。针 对营业性演出、体育赛事和各类大型群众性活动的审批流程不断优化，正推动优质演唱会、体育赛事数 量持续增加。假期日均出入境将超过200万人次，同比增长预计超过7%。中秋国庆假期服务消费韧性显 著，在服务消费成为提振内需重要抓手背景下，建议重点关注线下服务消费的受益业态。 中国银河证券主要观点如下： 全国：整体乐观，天气因素略有扰动 据交通部数据，假期前六日(10.1-10.6)，全社会跨区域人员流动总量达18.30亿人次/同比+5.0%，日均人 次增速高于节前交通部预测的同比+3.2%。其中：1)铁路：运输总量11289万人次/同比+1.5%;2)公路：运 输总量16.93亿人次/同比+5.2%，高速公路及普通国省道非营业性小客车人员出行量14.70亿人次/同比 +5.8%;3)水运：运输总量992万人次/同比+12.0%;4)民航：运输总量1427万人次/同比+2.9%低于民航局节 前预计的日均旅客量增速3.6%。综合节前预 ...

假期，盘锦北旅田园·黑风关古镇日客流量破万，街巷人潮如织。 节日里，葫芦岛兴城宁远古城开展文旅融合活动，引来大量游客。 国庆中秋8天假期，我省紧扣"踏秋赏枫 醉游辽宁"主题，聚焦新场景打造、新消费培育、新体验提升，持续策划推出一批高品质文体旅融合活动，营造 了欢乐祥和、热烈浓厚的节日氛围，有效激发了文旅消费市场活力，为全省文旅产业高质量发展注入强劲动力。据综合统计，截至10月8日15时，全省累计 接待游客同比增长17.54%，实现旅游综合收入同比增长18.2%。全省9家一级博物馆累计接待观众同比增长34.62%。 "醉游辽宁 山海成诗"金秋文旅体验缤纷登场。沈阳植物园百合花展集中展出20个品种、5万余株精品百合，打造出绚丽多彩的秋日花海景观。朝阳北票 市大黑山旅游景区的莫奈花园精心种植多种适应高海拔气候的观赏植物，不同色块的花卉如流动的调色板，尽显自然与艺术交融之美。盘锦含章湖度假区推 出花海露营、帆船体验、水上娱乐等多元化项目，为游客打造难忘的秋日旅行体验。 "光影为媒 山海回响"秋季视听盛宴精彩启幕。大连市世纪留声音乐文化博物馆推出庆国庆迎中秋民族音乐会，在演绎经典民族乐曲的同时融入现代编 曲理念，彰显民 ...

国庆与中秋"双节"叠加，各地景区游人如织。市民高涨的出游热情为文旅消费市场注入活力。图为10月2日，游客在河南省洛阳市老城区历史文 化街区洛邑古城景区休闲游玩。 新华社发（黄政伟/摄） 长假也成为不少家庭"置业窗口期"，多地推出针对楼市和车市节日专属优惠，带看量有所增加。楼市方面，深圳罗湖莲塘片区一个新盘现场， 假期前来看房的购房者还不少。现场销售经理介绍，该楼盘国庆中秋假期成交有额外"大礼包"，包括家电赠送、物业管理费减免等。以深圳为 例，乐有家研究中心数据监测显示，相比前一周（9月24日至30日），乐有家门店10月1日至7日二手房签约量增长15%，新房签约量增长 120%。 今年国庆中秋假期，汽车市场迎来一波购车热潮。多家门店人员透露，假期前三天人流量不算多，但10月4日起直线上升。鸿蒙智行发布的数 据显示，10月1日—7日大定突破4.13万台。据悉，为促进假日期间的汽车消费，河北多地推出"金九银十迎国庆，汽车置换促消费"活动，发放 汽车置换更新补贴资格券；上海浦东也送出购车大礼包，10月1日起，拿出1.5万个名额，购车促消费补贴最高4000元。 证券时报记者 张淑贤 唐颖 吴家明 作为节日传统消费品类， ...

漫步徐州，汉文化的印记俯拾皆是、可触可感。在徐州博物馆，复原的汉代楚王金缕玉衣璀璨夺目；以 汉代玉龙为设计灵感的文创雪糕、融入本地烧烤元素的汉画文创产品，成为游客争相选购的"爆款"伴手 礼。 纵贯南北约七里的彭城七里城市更新项目，将235处历史文化遗存串珠成链。户部山—回龙窝历史文化 街区汇聚丰富多元的文化体验业态；新近开放的徐州饮食文化博物馆，则让游客沉浸式品味汉风饮食之 美。 "汉风奇妙夜彭城"活动更显火热。汉味非遗市集上，剪纸、面塑等非遗技艺展示吸引众多游客；复原的 汉代"百工坊"内，手工艺人现场演示古法造物；"蹴鞠场"中，游客身着汉服体验传统运动，让千年文化 在互动中焕发新生。 金秋时节，江苏徐州这座兼具楚韵汉风与南秀北雄气质的城市，以"2025徐州汉文化旅游节"为契机，将 千年文脉与现代活力相融，持续释放"国潮汉风""快哉徐州"的品牌魅力。 作为刘邦故里、大汉之源，汉文化是徐州最闪亮的名片。由徐州市人民政府主办的汉文化旅游节已举办 十八届，成为弘扬中华优秀传统文化、促进对外交流合作的重要平台。本届旅游节以"彭城七里 汉风新 韵"为主题，从9月28日持续至10月27日，围绕"千年文脉·探徐州""汉家烟 ...

习近平总书记指出："中国将坚定不移扩大高水平对外开放，释放超大规模市场红利，让中国新发展成 为各国的新机遇，为世界经济增长注入更多确定性。" 国庆、中秋假期，"中国游""中国购"热度不减，离境退税发挥了重要促进作用。全国实施离境退税政策 的地区持续扩围，退税商店不断增加，退税服务进一步优化，有力提升了境外旅客的购物和旅游体验， 充分激发了文旅消费潜力。 国庆、中秋假期，深圳华强北变身"跨境购物车"。在熙熙攘攘的华强北电子市场，一名新加坡旅客购买 了一款新型乐奇AI(人工智能)眼镜，体验后赞叹不已："我一直都想买AI眼镜，这款性价比很高，很轻 便，还可以实时翻译、实景导航。"更令他惊喜的是，凭借境外护照现场就能办理离境退税"即买即 退"，而且很快到账，立省300元。 在上海，延续暑期入境游热度，国庆、中秋假期，1600余户退税商店持续激发入境消费活力，多个退税 商圈释放规模效应，退税服务网络为旅客带去优质体验。从南京西路的繁华商厦、豫园的传统市集，到 老字号非遗工坊、国际品牌旗舰店，中华老字号、海派特色商铺、时尚消费商场、国际高端品牌齐发 力，让境外旅客逛得开心、买得尽兴。 离境退税"即买即退"将退税环节前置到 ...

Core Insights - The report from Galaxy Securities indicates a stable growth trend in travel data during the National Day holiday, while highlighting a shift in consumption patterns among young consumers [1] Group 1: Travel and Consumption Trends - Total cross-regional mobility reached 1.83 billion person-times during the first six days of the holiday (October 1-6), representing a year-on-year increase of 5.0% [1] - Traditional dining and tourism spending has decreased, with a rise in lower-cost "county tourism" options [1] - Young consumers are increasingly spending on concerts, self-driving tours, outdoor sports, and Vlog-related expenses [1] Group 2: Entertainment and Rental Economy - The performance of the domestic performance market was robust, with ticket sales during the holiday's first six days increasing by 130% year-on-year, and music-related ticket sales up by 125% [1] - The rental economy is thriving, with Gen Z travelers frequently renting sports cameras, drones, and telephoto lenses during their trips [1] Group 3: Pet Services - There is significant growth in pet-related services, with pet boarding and home feeding services experiencing high demand during the holiday [1] - Many young travelers are choosing to take their pets on trips, leading to an increase in pet-friendly consumption options at tourist attractions, including pet-friendly restaurants and hotels [1]