第一财经记者从中国旅游集团了解到，由集团牵头组建的央企邮轮运营平台公司，已成功整合"爱达 ·魔都号""爱达·地中海号""南海之梦号""鼓浪屿号"等多艘央企邮轮资源，船队规模位居亚洲第 一。华夏国际邮轮将以此次整合为起点，坚持专业化、市场化、国际化，为中国邮轮产业高质量发展 注入新动能。 邮轮专业化整合稳步推进 公开资料显示，中国旅游集团是中国唯一以旅游为主业的央企，总部位于香港。旗下汇聚港中旅、国 旅、中旅、中免等众多知名旅游品牌，形成了由旅行社、景区、酒店、免税、旅游交通、证件业务、 邮轮、地产、文创以及在港综合业务组成的产业布局。 为了发展邮轮业务，早在2015年，中国旅游集团成立邮轮事业部，前期孵化了三沙南海梦之旅邮轮 有限公司和星旅远洋国际邮轮有限公司项目。 2025.11. 24 本文字数：2345，阅读时长大约4分钟 作者 | 第一财 经 祝嫣然 中国旅游集团牵头组建央企邮轮运营平台公司，船队规模位居亚洲第一。 国务院国资委日前组织召开中央企业专业化整合推进会，8组17家单位进行了重点项目集中签约。其 中，中国旅游集团与中远海运集团正式签署星旅远洋邮轮整合协议。星旅远洋邮轮成为华夏国际邮轮 全资子 ...

中国旅游集团牵头组建央企邮轮运营平台公司，船队规模位居亚洲第一。 国务院国资委日前组织召开中央企业专业化整合推进会，8组17家单位进行了重点项目集中签约。其中，中国旅游集团与中远海运集团正式签署星旅远洋邮 轮整合协议。星旅远洋邮轮成为华夏国际邮轮全资子公司，标志着央企邮轮运营资源整合主体任务全面落地。 第一财经记者从中国旅游集团了解到，由集团牵头组建的央企邮轮运营平台公司，已成功整合"爱达·魔都号""爱达·地中海号""南海之梦号""鼓浪屿号"等多 艘央企邮轮资源，船队规模位居亚洲第一。华夏国际邮轮将以此次整合为起点，坚持专业化、市场化、国际化，为中国邮轮产业高质量发展注入新动能。 邮轮专业化整合稳步推进 公开资料显示，中国旅游集团是中国唯一以旅游为主业的央企，总部位于香港。旗下汇聚港中旅、国旅、中旅、中免等众多知名旅游品牌，形成了由旅行 社、景区、酒店、免税、旅游交通、证件业务、邮轮、地产、文创以及在港综合业务组成的产业布局。 为了发展邮轮业务，早在2015年，中国旅游集团成立邮轮事业部，前期孵化了三沙南海梦之旅邮轮有限公司和星旅远洋国际邮轮有限公司项目。 华夏国际邮轮成立于2023年12月，注册资本85亿元 ...

Core Insights - The article discusses the contrasting fortunes of high-end and small expedition cruise companies in the Antarctic tourism market, highlighting a significant polarization in the industry [3][8][11]. Group 1: Market Dynamics - The Antarctic cruise market is experiencing a bifurcation, with luxury brands like Silversea and Ponant thriving, while smaller companies struggle to survive [8][30]. - High-end cruise cabins are selling out months in advance, while smaller operators are forced to offer last-minute discounts to attract customers [32][30]. - The average daily rate for luxury hotels has surged, indicating a broader trend of wealth concentration in the travel sector, which is reflected in the cruise industry [20][25]. Group 2: Consumer Behavior - Chinese tourists are increasingly becoming a significant demographic in Antarctic tourism, with their numbers reaching 9,384 in the 2023-2024 season, making China the third-largest source of tourists [35][41]. - There is a noticeable shift in the age demographic of Chinese tourists, with a growing number of younger travelers, particularly those born in the 1990s, participating in Antarctic cruises [36][39]. - The willingness of high-net-worth individuals to spend on luxury experiences is driving demand for premium cruise offerings, while middle-class consumers face budget constraints [27][40]. Group 3: Industry Challenges - The bankruptcy of several small expedition cruise companies, such as Exploris and Vantage, underscores the financial instability faced by lower-tier operators in the market [11][14]. - The article emphasizes that the Antarctic region is selective about which businesses can thrive, as evidenced by the failures of companies that could not adapt to the changing market dynamics [17][33].

Core Viewpoint - The press conference highlighted the progress and future prospects of the Hainan Free Trade Port and its collaboration with Tianjin, emphasizing the institutional innovations achieved through "free trade linkage" between the two regions [2][3]. Group 1: Cooperation and Achievements - The cooperation between Tianjin and Hainan has deepened over the past year, resulting in significant achievements [2]. - A comprehensive cooperation framework agreement was signed between the first free trade pilot zone in northern China and the Hainan Free Trade Port, outlining 24 collaborative initiatives in various sectors such as marine cooperation, healthcare, and green technology [2]. - Strategic cooperation agreements have been established, including a zero-carbon international hub port initiative and a new model for cross-regional development in the national fishing port economic zone [2]. Group 2: Innovations and Regulatory Framework - Innovations in customs supervision have been made, including the signing of a memorandum for cross-border bonded display trading, marking the first such transaction in the country [3]. - The two regions are aligning their cooperation with international trade rules, such as CPTPP and DEPA, to enhance their regulatory frameworks [3]. - The construction of free trade pilot zones is a strategic initiative by the central government to promote reform and opening up, marking a milestone in China's economic development [3]. Group 3: Future Prospects - The full closure operation of the Hainan Free Trade Port is set to commence on December 18, 2025, which is expected to provide new opportunities for deepening the "free trade linkage" between the two regions [4]. - Tianjin aims to leverage the closure of Hainan to upgrade cooperation from framework implementation to deeper integration, fostering innovative pilot projects with high replicability [4]. - The goal is to create a high-level free trade network that integrates and serves national strategic initiatives, enhancing the competitive advantages of both regions [4].

Group 1: Company Performance - Carnival's shares have increased by 172% over the past three years, reflecting a strong recovery and improved market sentiment [1] - In Q3, Carnival reported record revenue, net yields, and customer deposits, indicating robust demand for cruise travel post-pandemic [2] - The company achieved $2.3 billion in operating income for fiscal Q3 2025, a 4% year-over-year increase, significantly better than the $279 million loss in the same period of 2022 [4] Group 2: Financial Health - Carnival's long-term debt stands at $26.5 billion, but the company is actively working to reduce this debt through refinancing, leading to upgrades from major bond rating agencies [6] - The market capitalization of Carnival is $33.6 billion, with its debt load being nearly 80% of this value, which may raise concerns among investors seeking stronger financial positions [7] Group 3: Market Dynamics - The cruise market currently represents a small portion of the global vacation market, with Carnival positioned to capture growth by attracting younger and first-time cruise travelers [3] - The potential for a recession poses risks for Carnival, as discretionary spending cuts could impact revenue and earnings [8]

Core Insights - The article discusses the contrasting performance of high-end and small expedition cruise companies in the Antarctic tourism market, highlighting a significant polarization in the industry [5][7][27]. Group 1: Market Dynamics - The luxury expedition cruise market is thriving, with top brands like Silver Sea and Ponant experiencing high demand, while smaller companies are struggling to survive [7][10]. - The average price of luxury hotels in the U.S. has reached a record $394, significantly higher than mid-tier hotels, indicating a broader trend of wealth polarization in the travel industry [15][21]. - The disparity in the cruise industry is evident, with top-tier vessels selling out months in advance, while lower-tier companies frequently resort to last-minute discounts [27]. Group 2: Consumer Behavior - Chinese tourists are increasingly becoming a vital demographic for Antarctic cruises, with their numbers reaching 9,384 in the 2023-2024 season, making China the third-largest source of tourists [28][29]. - The demographic of Chinese tourists is shifting, with a growing proportion of younger travelers, particularly those born in the 1990s, seeking unique experiences like Antarctic cruises [30][31]. - The willingness of high-net-worth individuals to spend significantly on luxury travel experiences is driving the market towards more premium offerings [36]. Group 3: Industry Challenges - The bankruptcy of several small expedition cruise companies, such as Exploris and Vantage, underscores the financial difficulties faced by lower-tier operators in the Antarctic market [10][12]. - The article emphasizes that while the Antarctic welcomes adventurous travelers, it does not guarantee success for all businesses, as evidenced by the failures of smaller companies [12][27].

以下文章来源于旅界 ，作者theodore熙少 旅界 . 本文来自微信公众号： 旅界 ，作者：theodore熙少，题图来自：视觉中国 一 前两天，俞敏洪在南极旅游途中发布的一封全员信引爆社交网络，媒体的讨论落在了员工加班和老板 度假的二元对立上，我的注意力却停留在另一件小事。 俞敏洪这次在南极搭乘的，是庞洛邮轮的指挥官夏古号。 作为全球第一艘按照 PC2 级标准打造的奢华破冰邮轮，很多人可能此前只在社交媒体上刷到过这条 船的视频，但在南极五十余家游轮运营商里，它与银海、Seabourn共同站在行业顶端，属于真正意 义上的第一梯队。 但说来有趣，这些年，南极游轮公司旱的旱死，涝的涝死，这门生意正在呈现出一种奇怪的两极分 化。 高端品牌银海、庞洛一路高歌，旗舰级舱位在半年前就卖得差不多了，动辄单人几十万元的舱位照样 有大量消费者提前锁定，尤其受到中国高净值消费者青睐。 而与此同时，一些小型探险游轮公司却悄悄冷了下来。 每逢11-3月的南极游轮季，总有想薅羊毛的客人跑到阿根廷乌斯怀亚、智利蓬塔阿雷纳斯的港口去等 极地邮轮公司"Last Minutes"特价。 跟踪时代浪潮，讲述文旅商业好故事。 尤其疫情后，随着极 ...

1 前两天，俞敏洪在南极旅游途中发布的一封全员信引爆社交网络，媒体的讨论落在了员工加班和老板度假 的二元对立上，我的注意力却停留在另一件小事。 俞敏洪这次在南极搭乘的，是庞洛邮轮的指挥官夏古号。 以下文章来源于旅界 ，作者theodore熙少 旅界 . 跟踪时代浪潮，讲述文旅商业好故事。 作为全球第一艘按照 PC2 级标准打造的奢华破冰邮轮，很多人可能此前只在社交媒体上刷到过这条船的视 频，但在南极五十余家游轮运营商里，它与银海、Seabourn共同站在行业顶端，属于真正意义上的第一梯 队。 但说来有趣，这些年，南极游轮公司旱的旱死，涝的涝死，这门生意正在呈现出一种奇怪的两极分化。 高端品牌银海、庞洛一路高歌，旗舰级舱位在半年前就卖得差不多了，动辄单人几十万元的舱位照样有大 量消费者提前锁定，尤其受到中国高净值消费者青睐。 而与此同时，一些小型探险游轮公司却悄悄冷了下来。 每逢11-3月的南极游轮季，总有想薅羊毛的客人跑到阿根廷乌斯怀亚、智利蓬塔阿纳雷斯的港口去等极地邮 轮公司"Last Minutes"特价。 尤其疫情后，随着极地探险邮轮公司的进一步增加，一些不知名的小型邮轮公司境况开始变得更加艰难。 今年 ...

Key Takeaways Viking posted Q3 EPS of $1.20, beating estimates and improving year over year.Q3 revenues of $1.99 billion outpaced the Zacks Consensus Estimate and improved 19.1% year over year.Adjusted gross margin grew 21.4% year over year; vessel operating expenses grew 19.1% year over year.Viking Holdings (VIK) ) reported solid third-quarter 2025 results wherein both earnings and revenues surpassed the Zacks Consensus Estimate as well as improved year over year.Quarterly earnings of $1.20 per share outpa ...

除了电影之外，日本旅游、水产等行业也受到高市早苗此次错误言论的影响。 据第一财经，在11月15日多家国内航司发布赴日航线免费退改签政策后，中日航线退票量增多。民航业内人士表示，截至18日的机票订单总量比15日时减 少54.3万张，意味着大约超过50万张机票订单被取消，取消的重点在大阪和其他日本二线城市，说明退票的客群以休闲旅游客为主。 每经编辑｜金冥羽 据智通财经，日本动画电影《鬼灭之刃：无限城篇 第一章 猗窝座再袭》(简称《鬼灭之刃》)票房大跌。 截至发稿，平台信息显示，该片当日上座率只有1.3%，票房仅935.3万元。自本月14日正式上映以来，该片依托IP积累的粉丝基础，曾创下14.1%的上座 率，最高单日票房达到1.4亿元。 随着日本首相高市早苗发表错误言论，引发中国观众强烈不满，该电影票房开始走跌。11月17日，该片上座率从前一日的8.6%骤降至3.1%，单日票房也 从前一日的9000万元跌至2500万元左右，之后持续走跌。 受高市早苗错误言论影响的不止《鬼灭之刃》。11月17日，据中国电影报，《蜡笔小新：炽热的春日部舞者们》《工作细胞》等进口日本影片将暂缓上 映。经向影片引进方和发行方核实，此次调整 ...