Group 1 - The winter tourism market in China is experiencing a surge due to the trend of "south-north exchange," where northern residents seek warmth in the south while southern residents travel to the north for snow activities [1][2] - Major ski resorts in northern China have opened earlier this year, with some, like the Xinjiang Keketohai Ski Resort, starting their season on October 12, leading to a 51.6% increase in hotel bookings for the upcoming Spring Festival compared to the previous year [1] - Popular winter travel destinations include Harbin, Mudanjiang, Shenyang, Changchun, Hohhot, and Altay in Xinjiang, with significant interest from southern cities such as Shanghai, Hangzhou, Guangzhou, Shenzhen, and Chengdu [1] Group 2 - The winter tourism experience is diversifying, with new activities such as snow house hot pot, ice fishing, and snow meditation becoming popular, indicating a shift from sightseeing to immersive experiences [2] - Data from Tongcheng Travel shows that the demand for southern travel products has increased significantly earlier this year, with popular routes including Harbin to Sanya and Shenyang to Sanya [2] - The demographic of travelers is evolving, with younger generations, particularly those born in the 1990s and 2000s, increasingly participating in long-term stays in southern provinces, accounting for 26% of travel orders [3] Group 3 - The trend of "wintering" is expanding beyond older generations to include young professionals and families, with a notable increase in flexible travel arrangements that avoid peak periods [3] - The rise of younger travelers reflects a change in lifestyle preferences, with a growing interest in exploring new destinations and experiences, facilitated by the popularity of homestays [3]

Core Viewpoint - The combination of the "ice and snow economy" and visa-free policies is becoming a key driver for the growth of China's tourism industry, particularly in the winter season of 2025 [7]. Group 1: Ice and Snow Economy Growth - The "ice and snow economy" is thriving in various regions of China, with diverse and personalized experiences being developed [13]. - The introduction of official "snow holidays" in regions like Jilin and Xinjiang encourages students to participate in winter sports, contributing to a winter consumption boom [10]. - The search interest and booking rates for ice and snow travel routes, popular cities, and hotels near ski resorts are rapidly increasing, indicating a surge in demand [10]. Group 2: Visa-Free Policy Impact - The expansion of visa-free arrangements significantly enhances the convenience for international tourists entering China, creating a synergistic effect with the ice and snow tourism [7]. - The increase in foreign tourists is complemented by domestic visitors who are shifting from quick visits to multi-day stays, transforming ice sports into a lifestyle [7]. Group 3: Unique Tourist Experiences - Various regions are innovating unique ice and snow tourism projects, such as ice fishing competitions and immersive experiences like "fog rafting" and "snow house hot pot" [16][21]. - The first ice and snow tourism special train from Harbin to Mohe emphasizes a "slow travel, deep experience" approach, catering to tourists from major urban areas [4][30]. - The special train features themed decorations and offers tailored services for elderly travelers, enhancing the overall travel experience [38].

Core Insights - The rise of the ice and snow economy is driven by a dual interaction between new supply and new demand, leading to a dynamic balance that promotes high-quality economic development in China [1][4] Group 1: Market Trends - The ice and snow economy is becoming a new consumption hotspot, with activities like skiing, ice sculpture, and snow fishing gaining popularity [1] - In Harbin, the average daily search volume for the Ice and Snow World increased by nearly 163% since mid-October, indicating a surge in consumer interest [2] - The number of ice and snow-related enterprises in Harbin exceeded 2,300, with a compound annual growth rate of 23.6% over the past three years [2] Group 2: Economic Growth - China's ice and snow industry is projected to grow from 270 billion yuan in 2015 to 980 billion yuan in 2024, with expectations to surpass 1 trillion yuan by 2025 [4] - The participation in ice and snow sports and related consumption is expected to exceed 187.5 billion yuan during the 2024-2025 winter season, reflecting a year-on-year growth of over 25% [4] Group 3: Industry Integration - The "ice and snow +" model is expanding the economic landscape, integrating various sectors such as education, tourism, culture, and agriculture [5][6] - The integration of multiple business formats is enriching the service offerings of the ice and snow economy, transitioning from single sports consumption to a comprehensive experience [6] Group 4: Policy Support - The Chinese government has introduced a series of supportive policies to enhance the development of the ice and snow economy, including a recent directive with 24 measures to stimulate growth across the entire industry chain [7] - The application of new technologies like 5G and AI is driving high-quality development in ice and snow equipment manufacturing, enhancing user experience [7] Group 5: Future Outlook - The ongoing development of various new economic forms, such as the "first release economy" and "silver economy," is expected to further stimulate consumer demand and support the growth of the ice and snow economy [8] - The strategic focus on enhancing supply-demand compatibility aims to unlock the potential of China's vast market, contributing to sustainable economic growth [8]

Core Viewpoint - The 2025-2026 Shenyang Modern Urban Circle Winter Tourism has officially launched, featuring over 500 cultural and sports tourism activities and 100 winter travel routes to stimulate winter tourism consumption [1] Group 1: Winter Tourism Initiatives - The Shenyang Modern Urban Circle has formed a "Winter Tourism Community" to collaboratively promote activities, organize events, and plan routes [1] - The theme "Winter Snow Warm Sun · Circle Out Good Scenery" integrates resources such as ice and snow, culture, hot springs, and folk customs [1] - Various cross-border fusion products are introduced, including "Skiing + Hot Springs," "History + Ice and Snow," and "Folk Customs + Cuisine" [1] Group 2: Diverse Activities and Events - The winter tourism offerings include a range of activities covering sports, culture, education, and festivals, catering to different demographics such as families, youth, and seniors [1] - Shenyang City is hosting an Ice and Snow Season and the Third Ice and Hot Spring Culture Carnival, featuring attractions like ice slides and snowmobiles [1] - Other cities like Anshan and Fushun are organizing events such as the Ice and Snow New Year's Eve Carnival and the New Spring Night Tour [1] Group 3: Local Cultural Experiences - Unique Northeast folk customs, such as winter fishing, large markets, and lantern festivals, are attracting numerous tourists [2] - Events like the Shenyang City Lantern Festival and various local markets will enhance the festive atmosphere [2] - Exciting ice and snow sports events, including international competitions and local skiing camps, are set to engage visitors [2]

Core Insights - The winter ice and snow tourism season in Liaoning is expected to be vibrant, with significant growth in hotel bookings around ski resorts, indicating a strong demand for winter sports activities [1] - The peak season for skiing is anticipated in December and January, with a more than 50% month-on-month increase in hotel bookings for ski resorts across various locations [1] - A new demographic of young skiers, particularly those born after 2010, is emerging, prompting ski destinations to offer student discounts and promote educational winter tourism [1] - The concept of ice and snow tourism is evolving from simple skiing experiences to a more diversified "ice and snow +" model, incorporating unique activities like hot pot in snow houses, ice fishing, and snowmobiling [1] - China is becoming a new destination for global snow sports enthusiasts, with a notable increase in flight bookings by non-Chinese passport holders to domestic destinations, particularly Dalian, which ranks among the top ten popular destinations for foreign visitors this winter [1]

Core Points - The Jilin Provincial Government has launched a special action plan to boost consumption, focusing on the development of winter tourism and ski resorts [1] - The plan includes a series of activities called "Summer of Ski Resorts" to promote integrated development of agriculture, culture, and tourism in key ski areas [1] - Financial incentives are provided for ski resorts based on their visitor numbers, with one-time subsidies of 1 million yuan for those exceeding 1 million visitors, 500,000 yuan for those with at least 500,000 visitors, and 300,000 yuan for those with at least 300,000 visitors [1] Group 1 - The plan aims to enhance the year-round operational capacity of ski resorts by encouraging the development of various winter activities such as ice fishing, ice restaurants, and snow sculptures [1] - The overall funding for ice and snow consumption vouchers has been increased to 100 million yuan [1] - The initiative also includes guidance for key ice and snow enterprises to update and improve their product offerings, ensuring comprehensive coverage of snow entertainment projects in counties [1]