携程通过把演出流量转化为旅游订单，提升用户黏性与客单价。短期看，异地观演需求旺盛可带动交 通、酒店、景区非旺季销售；中长期看，将模式复制到欧美巡演有望打开国际增量，相关酒店、航空、 免税板块亦有望受益。 消息面上，携程宣布与全球大型现场娱乐公司Live Nation亚洲达成战略合作，推出"全球节展演赛"项 目，整合机票、酒店、门票及当地体验，提供独家预售及定制套餐。目前携程展演业务已覆盖50多个目 的地，合作项目已扩展至欧美市场，日均在售活动超500场。随着"跟着演出去旅行"成为新常态，携程 计划将成功模式复制到更多国际艺人巡演中。 10月16日，港股开盘小幅受压，恒指低开0.08%，国企指数低开0.06%，恒生科技指数低开0.14%。盘面 上，大型科技股多数走低，快递物流股、家电股、内险股、新消费概念股、中资券商股多数上涨，热门 ETF中，港股消费ETF（513230）延续昨日涨势，一度涨超1%，截至发稿仍小幅微涨，成分股方面，老 铺黄金、泡泡玛特、蜜雪集团、李宁、波司登、周大福等涨幅居前。 港股消费ETF（513230）跟踪中证港股通消费主题指数，一键打包互联网电商龙头+新消费，成分股近 乎囊括港股消费的 ...

Core Insights - The trend of travel consumption driven by attending performances has significantly increased during this year's National Day holiday, with 70% of orders for performances being from different cities, and hotel bookings around popular concerts rising by over 30% [2][3] Group 1: Strategic Partnerships and Innovations - Ctrip has formed a strategic partnership with Live Nation Asia to redefine the "travel + performance" service standard, aiming to transform cultural events into new engines for travel consumption [2][4] - The "event steward" service standard introduced by Ctrip addresses challenges such as accommodation price hikes and transportation issues for cross-city performances, exemplified by a package for the TWICE concert that includes tickets and local cultural experiences [2][4] Group 2: Target Demographics and Market Trends - The younger demographic is becoming the main force in this trend, with users of Ctrip's performance channel being 3-5 years younger on average than the overall platform, and orders from Gen Z (post-2000) accounting for 30% [3][5] - Since 2024, sales of performance-related products on the platform have surpassed 450,000, with the proportion of young users increasing from 27% to 51% [3] Group 3: Digital Management and Resource Integration - Ctrip has implemented a "second-level cultural tourism middle platform" for digital management of ticketing risk control and resource scheduling, enhancing the overall cultural experience [4] - Collaborations with popular artists, such as BLACKPINK, have resulted in significant user engagement, with 2.11 million users and over 23 million visits for their Hong Kong and Bangkok concerts [4] Group 4: Expansion and Future Plans - Ctrip's performance business now covers over 50 destinations, with daily sales of over 500 events, and plans to replicate successful models for more international artist tours [5] - The integration of performances and travel is expected to inject new momentum into regional economies, creating emotional touchpoints for consumers [5]