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钱花哪了?来看假期山东居民消费单
Sou Hu Cai Jing· 2025-10-08 15:03
Core Insights - The "super golden week" during the National Day and Mid-Autumn Festival saw a significant increase in consumer spending in Shandong, with key retail enterprises reporting a 6.3% sales growth compared to last year, and restaurant revenues increasing by 11.1% [1] Group 1: Consumer Trends - The "old for new" consumption trend continues to gain momentum, supported by a special bond fund of 690 billion yuan aimed at promoting consumption policies [2] - The popularity of "green appliances" is a notable feature of the "old for new" initiative, with energy-efficient appliances seeing a 19% increase in sales during the first four days of the holiday [4] - In Shandong, various local initiatives, such as issuing consumption vouchers and hosting events, effectively stimulated consumer demand during the holiday [4][5] Group 2: Night Economy - The night economy has emerged as a new focal point for consumption during the holiday, with 60% of domestic residents' spending occurring at night [6] - Activities promoting night economy, such as large-scale cultural and tourism events, have successfully engaged consumers and boosted spending [8] - The night economy is evolving beyond simple dining and shopping to encompass a variety of experiences, necessitating improved management and consumer engagement strategies [8] Group 3: Service Consumption - Domestic service consumption experienced a notable surge during the holiday, with total box office revenue exceeding 1.8 billion yuan and significant growth in tourism orders in Shandong [9][11] - Service consumption is characterized by high frequency, strong multiplier effects, and sustainable growth, making it a vital driver of high-quality economic development [11] - Despite the growth, there is a need for improved quality in service supply and consumer experience, with ongoing government measures aimed at enhancing service consumption in Shandong [11]
社服行业10月投资策略:双节出游韧性增长,Q4兼顾高景气方向与周期预期修复
Guoxin Securities· 2025-10-08 14:36
Core Insights - The report highlights resilient growth in travel demand during the National Day holiday, with a projected year-on-year increase of 6.2% in cross-regional mobility from October 1 to 8, 2024, surpassing the pre-holiday forecast of 3.2% [4][24] - The consumer services sector underperformed the broader market in September, with the A-share consumer services sector declining by 2.69%, lagging behind the CSI 300 by 5.89 percentage points [4][5] - The report emphasizes the importance of policy support for service consumption, with various measures aimed at enhancing service sector growth and consumer spending [24][25] Subsector Insights Travel Chain Sector - The travel chain sector is expected to benefit from a shift towards experience-driven consumption, with a focus on hotel and retail experiences as the market enters a low season in Q4 [4][24] - Notable performance was observed in specific regions and segments, such as a 22% increase in visitor numbers to Changbai Mountain from October 1 to 3 and significant sales at duty-free stores in Sanya [4][24] - The report suggests monitoring the recovery of the duty-free sector and the hotel industry as supply and demand dynamics stabilize [4][24] Chain Dining Sector - The dining sector shows signs of stabilization, with leading brands in tea and fast food performing well despite concerns over the expansion capabilities of traditional dining models [4][24] - The report recommends focusing on high-quality dining leaders that have adjusted their business models to enhance growth potential [4][24] Education and Human Services Sector - The education sector is poised for growth as external uncertainties diminish, with increased demand for vocational training and educational services [4][24] - The report highlights the potential of AI in education, with ongoing advancements in educational technology expected to drive growth [4][24] Investment Recommendations - The report suggests a diversified investment strategy, recommending companies such as Trip.com, Atour, Tongcheng Travel, BOSS Zhipin, and others in the consumer services sector [4][24]
国庆假期文旅消费热度攀升 美食成出游新“锚点”
Xin Hua Cai Jing· 2025-10-08 14:28
Core Insights - The tourism and cultural consumption market in China experienced a significant surge during the National Day holiday, reflecting a shift from traditional sightseeing to immersive local experiences [1][6] - New tourism trends such as "taste travel" have emerged, indicating a growing preference for personalized and experiential services in the tourism industry [1][6] Group 1: Market Performance - Data from Meituan Travel indicates that the peak travel period for the National Day holiday is expected to last from September 27 to October 12, with a 73% year-on-year increase in bookings as of September 22, 2025 [2] - High-star hotel bookings saw a 115% increase year-on-year, while popular domestic tourist cities experienced over a 20% rise in hotel reservations [2] - Qunar reported a double-digit growth in user travel numbers compared to the same period last year, with peak travel days from September 30 to October 5 [2] Group 2: Tourist Attractions - Major tourist sites such as Tiananmen Square, the Forbidden City, and the Great Wall of Badaling were extremely crowded, with tickets for the Forbidden City selling out before the holiday [2] - In Nanjing, popular locations like Confucius Temple and Sun Yat-sen Mausoleum saw heavy foot traffic, leading to crowd control measures [2] - The "reverse tourism" trend gained momentum, with border cities like Heihe and Suifenhe attracting visitors seeking diverse cultural experiences without leaving the country [3] Group 3: Culinary Tourism - "Taste travel" became a prominent trend, with many travelers visiting specific cities for local delicacies, such as the long queues at a chicken steak shop in Jingdezhen [4] - Data from Dazhong Dianping showed that the traffic for "must-eat" lists nearly doubled on the first day of the holiday, with significant increases in both traffic and order volume for local eateries [4] - The dining scene saw a surge in popularity, with restaurants like Haidilao experiencing high customer flow, particularly in tourist cities [5] Group 4: Industry Trends - The explosive growth in the tourism market during the National Day holiday reflects a recovery in service consumption, with high-value products and immersive experiences becoming increasingly popular [6] - The shift in consumer motivation from mere sightseeing to emotional resonance is evident, as young travelers are willing to travel across provinces for unique local foods [6] - The rise of popular local eateries has revitalized regional commercial ecosystems, pushing the tourism industry towards a new phase of personalized and experiential development [6]
宁夏银川:“商文旅农体酒”深度联动 解锁消费活力新密码
Sou Hu Cai Jing· 2025-10-08 14:23
Core Insights - During the National Day and Mid-Autumn Festival, Yinchuan City is promoting consumption through five major brands: "Le Gou Yinchuan," "Chuang You Yinchuan," "Yue Dong Yinchuan," "Miao Xuan Yinchuan," and "Wei Xun Yinchuan," with a total of 159 unique promotional activities aimed at stimulating new consumption vitality [1][3]. Group 1: Consumption Promotion Strategies - The city is leveraging government consumption vouchers to stimulate large-scale purchases in housing and automobiles, implementing a "policy combination punch" strategy [3]. - Citizens can enjoy subsidies of 100 yuan per square meter for new home purchases and 200 yuan per square meter for "old-for-new" exchanges, along with a favorable model for car purchases that combines government subsidies with manufacturer discounts [3]. Group 2: Event and Activity Integration - The "Yin Piao You Li" initiative allows citizens and tourists to use ticket stubs from concerts, sports events, and car exhibitions to access discounts and benefits at various retail stores, restaurants, entertainment venues, hotels, and wineries [3]. - Sports activities such as frisbee, jump rope, fencing, and badminton are integrated into shopping districts, creating a "sports + consumption" model that enhances foot traffic and fosters a positive cycle of events attracting consumers [3]. Group 3: Immersive Experience and Local Products - Yinchuan City is setting up booths for local agricultural products at popular tourist attractions, creating an immersive experience where visitors can taste and purchase specialty products like goji berries and long jujubes while enjoying the scenery [4]. - Wine exhibitions and sales activities are featured in night markets and parks, allowing visitors to enjoy local wines amidst the natural beauty and vibrant atmosphere [4].
国庆假期南京接待游客2009.7万人次 美团数据显示,位列文旅消费Top10目的地城市首位
Yang Zi Wan Bao Wang· 2025-10-08 13:55
扬子晚报网10月8日讯(记者王夕悦)风雅金陵,不负每一次奔赴!10月8日晚,2025年南京市国庆中秋长假"成绩单"出炉。根据南京市文旅局发布数据,南 京智慧旅游大数据监测平台显示,并经综合测算,10月1—8日南京全市接待游客2009.7万人次,旅游总收入279.4亿元,同比(去年国庆假日7天)分别增长 30.2%和34.8%,日均分别增长13.9%和15.6%。其中,景区景点游客量954.7万人次,文博场馆游客量90.6万人次,乡村旅游监测点游客量171.6万人次。 假日期间,南京市共计举办演出、音乐会和赛事21场(五千人以上大型活动16场),接待观众36.3万人次。假期前七天,全市星级饭店和部分品牌酒店平均 出租率达79.8%,同比上升5.7个百分点,多日连续满房的酒店有香格里拉大酒店、凯宾斯基酒店、南京希尔顿酒店、古南都饭店、中心大酒店、国际会议 大酒店、黄浦大酒店、山水大酒店、天丰大酒店、中山大厦等。 假日期间,南京市开通"乐享田园"国庆乡村旅游直通车,直通车线路串联起22个乡村旅游点,六合、栖霞、高淳三个方向上座率超过80%。"乡村旅居+演 艺民俗活动"等形成的联动效应,推动乡村旅游与乡村民宿持续火爆 ...
焦点访谈|新玩法、新引擎、新体验……“双节”引燃假日消费热潮
Yang Shi Wang· 2025-10-08 13:41
Core Insights - The dual holiday period of National Day and Mid-Autumn Festival has showcased a vibrant and diverse consumption market, reflecting new trends in cultural and tourism integration [1][3][23] Group 1: Tourism and Cultural Integration - The total cross-regional movement of people during the holiday is estimated at 2.432 billion, averaging 304 million daily, marking a 6.2% year-on-year increase [3] - The holiday period has seen a rise in creative tourism experiences, with many opting for immersive cultural activities, such as visiting museums and engaging in local traditions [5][8] - Collaborative efforts among museums in cities like Luoyang have enhanced visitor experiences by offering combined tours, addressing the fragmentation of cultural resources [5] Group 2: Technological Innovations in Tourism - The integration of technology in tourism has led to innovative experiences, such as robot-themed attractions in Shenzhen and industrial technology tours in Beijing [7][8] - Technology not only revitalizes traditional tourist sites but also creates new cultural experiences and consumption scenarios [8] Group 3: Sports and Entertainment as Economic Drivers - The holiday period has transformed sports events, movies, and concerts into a multi-faceted consumption ecosystem, driving economic growth [10][12] - Events like basketball leagues and international tennis competitions have successfully merged sports with tourism, enhancing local economies through ticket-based consumption [10][13] Group 4: Consumer Experience and New Offerings - The holiday has seen a shift in consumer experiences, with new retail and dining options emerging, such as themed restaurants and cultural exhibitions [15][19] - The introduction of first-time stores and exhibitions during the holiday has attracted significant consumer interest, contributing to a lively economic atmosphere [19] Group 5: Policy Support and Economic Impact - Government policies, including personal consumption loan subsidies and consumption vouchers, have stimulated consumer spending and enhanced market vitality [21] - The combination of policy support and innovative business models is expected to foster a positive cycle in the consumption ecosystem, promoting high-quality economic development [21][23]
古韵新潮两相宜——山东济宁推进以文促旅观察
Xin Hua Wang· 2025-10-08 13:00
新华社济南10月8日电 题:古韵新潮两相宜——山东济宁推进以文促旅观察 新华社记者高天 京杭大运河碧波荡漾,映照出山东济宁这座"孔孟之乡、运河之都"的悠长文脉。国庆中秋期间,济宁以深厚的文化底蕴吸引八方来客。据统 计,10月1日至7日,济宁各景区累计接待游客近300万人次,实现营业收入1.49亿元。 晨曦初露,济宁曲阜孔庙大成殿前,身着朱红礼服的主礼官手持笏板,朗声宣礼。游客整理衣冠,肃然而立,在庄重的"祈福拜师"仪式中躬 身行礼。仪式结束后,体验区内墨香弥漫,游客轻抚拓板、蘸墨铺纸,亲手拓印《论语》篇章,在新潮体验中感受传统文化。"亲手拓印让儒家文 化变得可触可感。"来自江苏徐州的游客王女士感慨道。 在济宁曲阜孔庙景区,游客体验拓印。(受访者供图) 京台高速曲阜服务区化身"文化驿站",让过往旅客体验活字印刷、《论语》描红;尼山圣境无人机秀点亮夜空,用数字技术演绎儒家经典; 孔子博物馆箫韶乐团创新礼乐展演,让千年雅乐在互动中重焕新生……作为儒家文化发源地,济宁持续深化"跟着孔子去研学"品牌,构建体系完 备、特色鲜明、业态多元的研学旅游产业集群,创新研学课程、丰富体验项目,让传统文化焕发新生。 在济宁市梁山县水 ...
夜经济升腾烟火气,文旅融合点亮古都新夜景
2025年国庆假期,陕西旅游市场持续火热,曲江文旅交出了一份亮眼的"夜经济"成绩单:核心景区大唐不夜城步行街日均客流突破39万人次,夜间消费占 比超六成,文创销售额环比增长50%。 通过"夜游引流、文创破圈、科技赋能"三轮驱动,曲江文旅成功实现了从单一观光向沉浸式文化消费的转型升级,让千年盛唐文化与现代夜经济完美交 融。 夜幕降临,大唐不夜城灯火璀璨,宛如一条金色游龙蜿蜒在西安的夜空下。身穿汉服、手持鱼灯的游客穿梭在仿古街巷,与演员扮演的"李白"吟诗唱和, 相映成趣,再现了盛唐市井的繁华景象。 数据显示,曲江景区夜间客流已占总客流的六成以上,这标志着其从"单一观光"到"留客消费"的成功转型。 文创破圈,IP增值 在曲江文创旗舰店内,以唐诗、兵马俑、博物馆文物为灵感设计的文创商品备受青睐。融合现代科技的"唐诗光影灯"、以唐代侍女为原型的"唐妞"盲盒等 产品,让厚重的文化IP变得可亲可感。 夜游引流,文化塑魂 "国庆假期虽然有降雨,但生意一直很红火,经常要忙到凌晨才能收工。"不夜城附近多家汉服体验店的负责人告诉记者,不仅外地游客对汉服妆造兴致浓 厚,随着入境游回暖,前来体验的外国游客也显著增多。 曲江文旅以"夜经 ...
文旅融合 新疆西藏旅游市场持续火热
Yang Shi Wang· 2025-10-08 12:50
央视网消息(新闻联播):今年以来,新疆、西藏深挖特色资源,多措并举推动文旅深度融合,旅游市场持续火热,游客数量创新高。 今年,新疆持续擦亮"新疆是个好地方"文旅品牌。在开发低空旅游、度假型自驾营地等消费新场景的同时,还增设旅游适老化设施设备,进一步加强市 场综合监管,旅游消费环境不断优化。今年前9个月,新疆累计接待游客超2.6亿人次,同比增长8.36%。 这个假期,雪域高原西藏游人如织,人们走进自然,共享生态之美。在山南市羊卓雍错,基础设施的日趋完善,让人们饱览高原风光,感受民族风情。 在林芝市巴松措,每天来这里观光徒步的游客达到了约6000人次,同比增长29%。 推动文旅产业高质量发展。今年,西藏出台多项政策举措,支持文旅深度融合,并举办了"西藏味道体验周""来西藏摘星星""冬游西藏"等宣传推广活 动,大力发展"康养游""文博游"等精品旅游路线。今年1—8月,西藏共接待国内外游客5700多万人次,同比增长11.3%,文化产业产值超100亿元。 金秋时节,天山南北美景如画。在伊犁州那拉提景区,一场秋日降雪与漫山遍野黄绿交织的树木相映成趣。在塔里木河畔,胡杨林迎来最佳观赏季。景 区今年新增了停车场、环湖自行车道 ...
这个假期“宝藏”体质小城火出圈 县域经济彰显勃勃生机
Yang Shi Wang· 2025-10-08 12:31
Core Insights - The rise of "county tourism" reflects a shift in consumer preferences towards exploring smaller cities and local cultural experiences during holidays [2][6] Group 1: Popular Destinations - Popular county tourism destinations during the holiday included Alshan in Inner Mongolia, Tengchong in Yunnan, Dunhuang in Gansu, Wuyuan in Jiangxi, Yanji in Jilin, and Pingtan in Fujian [3] - Tourists enjoyed diverse experiences such as the autumn scenery in Alshan, the warm lifestyle in Tengchong, and the natural folklore in Wuyuan [3] Group 2: Cultural and Heritage Tourism - In Anhui's Yi County, various intangible cultural heritage experiences attracted many visitors, showcasing the region's rich Huizhou culture [8][10] - Activities included immersive experiences in traditional crafts like lantern making and bamboo carving, enhancing visitor engagement [10][12] Group 3: Unique Attractions and Events - The scenic Lugu Lake, known for its stunning views and high water quality, saw a 42.93% increase in visitors during the holiday, with 47,500 tourists [13][14] - Hubei's ancient Yao village reopened after renovations, offering traditional experiences and a large outdoor performance that narrates the Yao people's history [15][17] Group 4: Innovative Tourism Experiences - In Jiangxi's Chongyi County, a unique rural skateboarding competition attracted significant attention, combining local agricultural products with sports [20][23] - The event drew nearly 400,000 visitors and generated approximately 400 million yuan in tourism-related consumption [23] Group 5: Health and Wellness Tourism - In Hebei's Taihang Water Town, visitors engaged in traditional Chinese medicine activities, with daily visitor numbers exceeding 50,000, marking a 10% increase [25] - The integration of wellness and tourism is expected to continue driving high-quality development in rural areas [25]