Summary of Conference Call Notes Industry Overview - The conference call discusses the performance of the domestic travel and hotel industry during the 2026 Spring Festival, highlighting significant trends in both domestic and outbound tourism [1][2][3][6]. Key Points on Domestic Air Travel - Domestic flight supply during the 2026 Spring Festival contracted by 2%-3% year-on-year, which contributed to a demand increase [1][2]. - Air travel volume increased by approximately 14%-15% compared to the previous year, outperforming the overall market growth of 8%-9% [2][9]. - Ticket prices peaked around the seventh day of the festival, with a year-on-year increase of 6%-7%, and a maximum increase of 10% in the two weeks leading up to the festival [1][2]. Key Points on Domestic Hotel Industry - Hotel occupancy rates during the 2026 Spring Festival rose by about 17%-18% year-on-year, while prices slightly decreased by 1%-2% [1][3]. - High-star and mid-high star hotels achieved occupancy rates exceeding 75%, while budget hotels faced lower occupancy due to intense competition [7][17]. - The market is experiencing structural adjustments, with increased hotel supply in smaller cities and surrounding areas of major cities to meet dispersed demand [1][5]. Key Points on Outbound Tourism - The outbound tourism market showed significant recovery, with transportation and hotel volumes increasing by nearly 30% year-on-year [1][6]. - Airfare for outbound flights decreased by approximately 5% year-on-year, particularly for short-haul destinations in Southeast Asia, which have returned to 2019 levels [6][11]. - Hotel prices for outbound travel increased by about 5% year-on-year, indicating a recovery in the market [6]. Key Points on Market Trends and Consumer Behavior - The extension of the Spring Festival holiday by one day positively impacted service consumption, with a notable increase in travel, accommodation, and transportation sectors [1][8][9]. - The overall booking volume increased by around 20% compared to the previous year, with a clear trend of staggered travel before and after the holiday [12]. Key Points on Future Outlook for the Hotel Industry - The hotel supply growth rate is expected to stabilize between 3%-5%, with a cautious outlook on new supply due to market saturation [4][13]. - Hotel prices are anticipated to stabilize and show positive growth starting from March 2026 or during the summer peak season [4][13]. - Structural issues persist in the low-star hotel segment, which faces significant competition and operational challenges, particularly in regions like Yunnan and Guizhou [14]. Key Points on Regulatory Environment and Competition - Ongoing government investigations into environmental practices may impact operators, with potential adjustments in exclusivity, pricing tools, and commission structures [15][16]. - Despite these regulatory challenges, major platforms are expected to maintain their market positions due to structural advantages [16]. - Hotel operators like Huazhu and Atour have shown stable performance during the festival, with cautious strategies in response to regulatory uncertainties [17].

Group 1 - The Spring Festival holiday saw a record high in domestic travel orders, with ticket orders increasing by over 80% and hotel night bookings rising by 75% year-on-year [1] - There was a significant increase in travel demand during the holiday, with orders from the second to the fifth day of the new year growing by approximately 30% compared to last year [1] - The average booking amount for domestic travel during the Spring Festival increased by about 10% compared to last year, with high-star hotels averaging nearly 3 nights per booking [3] Group 2 - AI-assisted booking services experienced a surge, with AI orders on the Fliggy platform increasing by over 800% during the holiday, and ticket orders via AI rising more than 24 times [5] - The popularity of ice and snow tourism also surged, with orders for such activities increasing by over 200% during the holiday, highlighting destinations like Changbai Mountain and Yabuli [5] - Cross-border travel continued to grow strongly, with outbound travel orders for flights, hotels, and local activities maintaining a year-on-year growth rate of over 30% [7] Group 3 - The influx of foreign tourists to China during the Spring Festival was notable, with inbound flight orders increasing nearly tenfold, particularly in cities like Shanghai and Guangzhou [7] - The end of the holiday period marks a peak for off-peak travel, with significant discounts on flights available on platforms like Fliggy, with prices for certain routes dropping below 400 yuan [7]

2026年春节假期结束，受长假带动，出境游需求进一步增长。2月23日，北京商报记者从各大在线旅游 平台获悉，春节期间，出境游呈现出短线自由行、跟团游双向火爆，长线跟团游主导的趋势。在目的地 方面，"5小时飞行圈"内的东南亚国家依然是热门，泰国重回出境游目的地榜首。在冬奥会的带动下， 意大利热度高涨，机票和酒店预订热度增长显著。受冬奥会冰雪运动氛围带动，不少中国滑雪爱好者选 择前往瑞士、丹麦、奥地利等地的滑雪度假区体验滑雪。此外，小众目的地也受到不少中国游客青睐， 文莱、哈萨克斯坦、乌兹别克斯坦、比利时等目的地出游热度增长明显。 "5小时飞行圈"更受欢迎 同程旅行数据显示，欧洲游热度相对更高。从客群结构来看，家庭游客依然是春节长线出境游的主力。 9天的"超长"假期显著利好出境游，选择出境过年的中国游客让世界各地的中国年味更加浓郁。最受欢 迎的出境游目的地城市多集中在"5小时飞行圈"内，亚洲目的地因距离近、签证政策友好、温度适宜更 受青睐。 去哪儿旅行数据显示，2月15日—23日，中国游客飞往了全球近千个城市。最热门的出境游城市包括泰 国曼谷、马来西亚吉隆坡、新加坡、韩国首尔、泰国普吉、越南胡志明市、印度尼西亚巴 ...

2026年春节假期已近尾声，受长假带动，出境游需求进一步增长。2月23日，北京商报记者从各大在线旅游平台获悉，春节期间，出境游呈现出短线自由 行、跟团游双向火爆，长线跟团游主导的趋势。在目的地方面，"5小时飞行圈"内的东南亚国家依然是热门，泰国重回出境游目的地榜首。在冬奥会的带动 下，意大利热度高涨，机票和酒店预订热度增长显著。受冬奥会冰雪运动氛围带动，不少中国滑雪爱好者选择前往瑞士、丹麦、奥地利等地的滑雪度假区体 验滑雪。此外，小众目的地也受到不少中国游客青睐，文莱、哈萨克斯坦、乌兹别克斯坦、比利时等目的地出游热度增长明显。 "5小时飞行圈"更受欢迎 9天的"超长"假期显著利好出境游，选择出境过年的中国游客让世界各地的中国年味更加浓郁。最受欢迎的出境游目的地城市多集中在"5小时飞行圈"内，亚 洲目的地因距离近、签证政策友好、温度适宜更受青睐。 去哪儿旅行数据显示，2月15日—23日，中国游客飞往了全球近千个城市。最热门的出境游城市包括泰国曼谷、马来西亚吉隆坡、新加坡、韩国首尔、泰国 普吉、越南胡志明市、印度尼西亚巴厘岛、澳大利亚悉尼、泰国清迈等。泰国重回最受中国游客欢迎的出境游目的地榜首。 从出行趋势来看， ...

"今年我们一家人准备去广东和香港过春节。潮汕很火，我们特意在潮州预订了年夜饭，还准备在汕头 看英歌舞，再带老人去深圳的中英街、香港的太平山顶看看，找寻时代记忆。" 在北京工作的桂先生策 划了一家十口人的春节旅行，他提前一个月就规划好从北京、重庆、武汉等地出发，在广州会合的行 程。 今年春节假期共9天，是"最长春节假期"。像桂先生一家人一样，选择走得更远、玩得更久的人不在少 数。 不少消费者提前规划家庭出游行程。美团旅行数据显示，马年春节"酒店提前订"订单同比增长 63%，"跨城连住2天以上"订单同比增长65%，"全家出游订酒店"订单占比超六成。飞猪数据显示，春节 假期出行机票预订量同比增长55%，租车预订量同比增长97%，包车游预订量同比增长111%。 注重"在地体验" 春节出境游同样火热，飞行距离适中、春节氛围浓郁、免签便利的东南亚地区仍然是国人海外过年首选 地。同程旅行数据显示，春节出境游热门目的地前十名包括曼谷、吉隆坡、胡志明市等。 此外，中国游客出境游的飞行半径显著拉长，主打差异化体验的出境游玩法受热捧。飞猪数据显示，出 境游服务预订量同比增长近40%，春节出境游预订量前二十位的国家中，位于"八小时飞 ...

日本游腰斩，韩国和泰国成首选，免签政策正成为出境游增长的核心引擎 文|《财经》记者 王静仪 编辑|王延春 春节一向是出境游高峰期，但目的地年年有所不同。2026年春节，曾经稳居前列的日本游热度腰斩，韩 国和泰国成为最热门的选择。 春运首周的数据印证了这一趋势。第三方数据平台航班管家提供给《财经》的数据显示，春运首周，上 海浦东-曼谷素万那普、上海浦东-首尔仁川、青岛胶东-首尔仁川是最密集的出境航线。 韩国和泰国正在缠斗出境游第一名。一方面，韩国受益于地理距离近、航班密度大，尤其是青岛、烟台 等山东城市与首尔之间形成了一小时出行圈；另一方面，泰国在免签政策的基础上持续加大营销力度， 力图挽回此前安全事件带来的负面影响。 "免签直接拉动了出行需求。"新加坡酷航中国区总经理沈业焕告诉《财经》，现在中国人去马来西亚、 去新加坡、去泰国等全部免签，许多旅客随时可以买一张机票去东南亚，前往多个目的地。同时旅客预 订机票的周期也缩短了，之前要提前一两个月来做旅行计划，现在60% 的人群在出行前30天以内购买 机票，说走就走。 韩国、泰国、新加坡、马来西亚等亚洲邻国与中国文化背景接近，一向是中国人出境游的基本盘，近期 随着俄 ...

转眼就到2026年春节，9天超长假期就摆在眼前，估计不少人早就按捺不住想往国外跑的心情了。 毕竟辛苦了一整年，谁不想换个陌生的地方吃顿不一样的年夜饭，躲躲家里七大姑八大姨的催婚追问， 顺便拍点氛围感大片，在朋友圈低调装个X呢？ 但今年的出境游市场，那真是实打实的"冰火两重天"。很多往年挤破头、抢着去的顶流目的地，因为各 种各样的糟心事，彻底跌下神坛，这也让很多游客犯了难。 除了东南亚和日韩周边短线目的地，长线目的地中的美国也受影响。以前，美国是很多人春节长线游的 首选，纽约时代广场、洛杉矶好莱坞、拉斯维加斯、大峡谷等都是热门打卡地，但现在安全问题直接影 响了中国游客的出游信心。 在过去一年全球旅游增长4%的大背景下，前往美国的外国游客数量居然下降了4.2%。报道分析，这主 要是因为美国现政府大幅扩大移民执法、加强边境审查、加征关税，彻底劝退了不少国际游客。 咱先说说最让人唏嘘的顶流——日本，估计有一大半人，都是咬着牙、不甘心地把它从出行清单里划掉 的。 放在前几年，日本那绝对是春节出境游的"顶流中的顶流"，妥妥的香饽饽。北海道的漫天白雪、大阪的 心斋桥逛街扫货、京都的古寺禅意，甚至还有不少人专门飞日本买年货、 ...

Core Insights - The Chinese outbound tourism market is experiencing a significant shift, with a notable decline in travel to Japan due to safety concerns and flight cancellations, while Southeast Asia and South Korea are emerging as preferred destinations for Chinese travelers [1][2][4][5][7]. Group 1: Impact on Japan Tourism - The number of flights from China to Japan has drastically decreased, with a 60.5% reduction in February and a 63.4% reduction in March 2026, leading to a 73% drop in flights to Osaka Kansai Airport [1][2][3]. - The cancellation rate for flights from mainland China to Japan reached 47.2% in January 2026, an increase of 7.8 percentage points from December 2025 [2]. - Chinese tourists, who are the largest consumer group in Japan, contributed to one-fifth of Japan's tourism revenue in 2024, with an average spending 22% higher than other tourists [4][5]. Group 2: Shift to Other Destinations - Southeast Asian countries, including Thailand, Malaysia, and Indonesia, are gaining popularity among Chinese tourists, with four of the top ten outbound destinations being in this region [7][8]. - The introduction of visa-free policies by several Southeast Asian nations has made travel more accessible, leading to a resurgence in tourism to these countries [7][8]. - South Korea is experiencing a significant increase in demand, with a 21.6-fold rise in planned cruise visits from China to Busan, attributed to a temporary visa exemption for group travelers [9][10]. Group 3: Market Dynamics - The cancellation of flights to Japan has resulted in increased ticket prices, with some routes seeing prices soar to over 10,000 yuan, compared to around 1,500 yuan last year [3][4]. - The Japanese tourism industry is facing a sharp decline in revenue, with reports indicating that 50% to 70% of Chinese tourist bookings at member hotels in the Kansai region have been canceled [5]. - As a response to the changing market dynamics, travel agencies are reallocating resources from Japan to South Korea, focusing on less-explored destinations [10].

关联内容春节倒计时30天！文旅市场抢跑，出行预订启动 1月30日，中国驻日本大使馆再次提醒中国公民近期避免前往日本。无疑，中国游客赴日旅游还将继续受到影响。 专业航空数据网站AeroRoutes数据显示，2026年2和3月份中日航线整体减班数已破六成，2月份中国航司飞日本的单向航班量已从4508班减少 至1783班,降幅达60.5%,3月份更是减少幅度达63.4%。因为中国航司的减班幅度，导致大阪关西机场中日航班量骤减73%。 这种状况有可能会逆转日本疫情后霸榜中国出境游第一目的地的地位。据悉，2025年赴日旅游的中国游客超过909万人次，为各国之首，而且 去年中国游客在日本消费接近2万亿日元(约合920亿元人民币)。 而AeroRoutes的数据披露,中国航司赴日航班座位数从860947座减至370146座,降幅达57%,而3月份的航班座位数从828427座减至329474座,降幅 高达60.2%。 "我父母看了新闻觉得不太安全，不允许我去日本旅游。我也觉得现在这个环境，包括总是取消的航线，让赴日不确定性太大，万一从日本回 来的机票取消了也比较麻烦。"大学生花花说道。 受地缘政治影响，赴日游客数量明显下降。 ...

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。 免签潮背后。 作者 / theodore熙少 来源 / 旅界 （ID：tourismzonenews） 01 上周五，巴西总统府发布公告称，将对中国公民部分短期签证类别实行免签，以回应中国此前对巴西公民实施的免签政策。 在线旅游平台去哪儿搜索数据显示，巴西免签消息发布后，相关旅游搜索量显著增长。 其中，里约热内卢、圣保罗和巴西利亚成为搜索热度排名前三的城市，搜索量均较上周同期增长五倍以上，免签对旅游的带动作用肉 眼可见。 另一个显而易见的事实是，中国护照确实在后疫情时代变得更好用了。 根据权威护照指数数据He n l e y P a ss p o rt I n d e x，2 0 2 6年中国普通护照（大陆地区）的签证自由度在疫情后显著提升，排名第5 9位， 可免签/落地签入境8 1个国家/地区，这还不包括近期刚宣布免签的巴西和土耳其，排在泰国之前。 | SELECT A YEAR | | ●微信公分号:旋界 | | --- | --- | --- | | 2026 | | | | 1 | DOWNLOAD GLOB ...