中金研究 国庆中秋假期数据出炉。本文中，我们从零售及轻工日化、旅游酒店及餐饮、传媒和互联网等角度为大家详细解读。 零售及轻工日化： 国庆黄金周长距离游火热，年轻人成消费主力 2025年国庆+中秋假期消费数据陆续发布，整体来看，在更长的假期窗口带动下（25年8天多过24年的7天，存在前后"拼假"策略），境内与出入境出行热 度均高企，消费数据普遍表现亮眼，呈现出年轻化、重体验等趋势，同时家居家电、户外运动等可选品类有较好表现。 1、出行活力高企，假日消费延续高景气。 据交运部，10月1-8日全社会跨区域人员日均流动量同增6.2%，飞猪数据显示假期出行客单价同比提升14.6%， 我们认为主因出入境游持续恢复，同时国内"长途游""分段游"占比提升。境内方面，商务部重点监测78个商圈前3日客流/营业额同增4.2%/4.0%，境外方 面，国家移民局数据显示全国口岸日均出入境旅客数突破200万人，同增15%。 2、年轻群体成为出行主力，体验消费愈加受到重视。 据飞猪数据，假期95后游客预订人次占比最高，达近1/4，年轻消费群体带动体验项目热销，国内目 的地民俗体验、旅拍等，出境目的地跳伞、海钓等订单量分别同增78%、30% ...

9月26日，湖北省政府新闻办将召开新闻发布会，介绍"乐享双节活力湖北"2025国庆中秋文旅商体系列 活动总体安排，并回答记者提问。根据安排，"双节"期间，湖北将开展畅游荆山楚水、乐购荆楚优品、 悦动活力赛场三项系列活动。一方面，推进文旅商体融合，加快提振和扩大消费；另一方面，假期惠民 乐民，满足人民群众日益增长的高品质生活需求。 今年国庆与中秋双节相逢，形成连续8天的"超长黄金周"，为提振消费、扩大内需带来重大机遇。 2025年以来，湖北切实把促消费、稳增长摆在重要位置，数据显示，2025年1至8月，全省接待游客6.62 亿人次，实现旅游综合收入6928.56亿元，同比分别增长14.26%、15.85%；全省社会消费品零售总额 17241.19亿元，增长5.7%，高于全国1.1个百分点；全省限上体育娱乐用品类零售额82.67亿元，增长 63.8%，高于全国43.2个百分点，湖北文旅商体消费市场呈现蓬勃发展态势。 提升游客体验新境界 湖北省文旅厅相关负责人表示，今年湖北文旅活动不断、精彩连连，为即将到来的国庆中秋"双节"做足 了预热，攒足了人气。围绕"乐享双节、活力湖北"主题，湖北将以最高的热情、最大的诚意、最 ...

Core Viewpoint - The article highlights the extensive cultural, sports, and tourism activities planned in Liaoning province during the extended National Day and Mid-Autumn Festival holiday, aiming to boost local consumption and enhance visitor experiences through diverse events and promotions [1][2][3][4] Group 1: Cultural and Tourism Activities - Over 1,000 cultural and tourism events will be organized under the theme "Enjoy Autumn in Liaoning," featuring cultural experiences, audiovisual performances, and autumn sightseeing [1] - Five major red tourism routes will be launched, alongside various themed activities such as "Following the Hero's Path" and non-heritage food tourism routes [2] - A total of 400 performances, including music festivals and operas, will take place, with notable events like the Liaoning Ballet Troupe's tour and the "Mid-Autumn Song Festival" in Shenyang [2] Group 2: Sports Events - Nearly 80 sports events will be held, including the Shenyang International Flying Conference and the first Northern Sea Dragon Boat Race in Dalian [3] - Various innovative consumption models will be introduced, such as "Event + City Exhibition + Cultural Market," to enhance visitor engagement and spending [3] Group 3: Consumer Promotions - More than 300 large-scale promotional activities will be launched under the theme "Shopping in Liaoning," with events in major cities like Shenyang and Dalian [4] - Local businesses will participate in extensive promotional campaigns, including live broadcasts and unique night market experiences [4] - Transportation services will be enhanced to accommodate increased travel demand, including the installation of mobile charging stations for electric vehicles [4]

Core Insights - The tourism market in Chengdu is experiencing a significant surge ahead of the upcoming "super holiday" during the Mid-Autumn Festival and National Day, with Chengdu ranking as the 5th most popular inbound tourism destination and 2nd in flight bookings as of September 21 [1][2] Group 1: Policy and Strategy - Chengdu's tourism growth is driven by a "policy + scene" dual strategy led by the government, featuring a comprehensive activity matrix including live broadcasts and themed guides [2][3] - The city has launched substantial consumer subsidies, distributing 85 million yuan in shopping vouchers and over 40 million yuan in dining vouchers, covering a wide range of products and services [3] Group 2: Events and Activities - Chengdu has organized over 300 events, including cultural festivals and sports competitions, to enhance the tourism experience and stimulate economic activity [4][5] - The integration of sports events, such as the ATP250 tennis tournament and various international competitions, has created a "viewing + experience + consumption" model, boosting local economic activity [5] Group 3: Economic Impact - The city's approach has transformed it from a simple tourist destination to a comprehensive consumption hub, leveraging consumer vouchers to amplify spending [5] - Chengdu's unique blend of ecological beauty and cultural vibrancy has positioned it as a desirable destination, appealing to both tourists and locals [6][7]

Group 1 - The Ministry of Culture and Tourism has launched quality products, special activities, and discount measures to meet the tourism consumption demand during the Mid-Autumn Festival and National Day holidays [1] - A nationwide cultural and tourism consumption month will be initiated, featuring over 25,000 cultural and tourism consumption activities [1] - The "Hundred Cities, Hundred Districts" cultural and tourism consumption three-year action plan will be officially launched, with over 330 million yuan in consumption subsidies to be distributed during the consumption month [1] Group 2 - The Ministry will enhance tourism market supervision to maintain market order and create a safe and reassuring cultural tourism consumption environment [2]

Core Viewpoint - The State Council of China issued a notification on September 15 to strengthen comprehensive regulation of the tourism market, aiming to address issues disrupting market order and protecting tourists' rights, thereby promoting high-quality development in the tourism industry [1][2]. Group 1: Regulatory Responsibilities - The notification emphasizes the need for clear responsibilities among relevant departments, following principles of local management, inter-departmental collaboration, and joint efforts to enhance regulatory effectiveness [1][2]. - The cultural and tourism department is tasked with daily coordination and supervision of tourism service quality, while the police department is responsible for maintaining order at tourist sites and addressing illegal activities such as ticket scalping [2][3]. Group 2: Protection of Tourists' Rights - The notification addresses the issue of "big data killing familiarity," where different prices are shown for the same service based on user accounts, and mandates that online travel platforms protect personal information and refrain from misleading practices [3][4]. - It encourages tourism operators to adopt a customer-centric approach, improve service quality, and ensure compliance with legal standards to safeguard tourists' rights [3][5]. Group 3: Enhanced Regulatory Mechanisms - The notification calls for improved regulatory checks and law enforcement collaboration, including online inspections and surprise checks to ensure compliance across departments [4][5]. - It highlights the importance of ongoing monitoring of popular tourist routes and activities, particularly during peak seasons, to identify and address violations effectively [5].

Group 1 - The upcoming National Day and Mid-Autumn Festival holiday will see an 8-day break, leading to increased interest in travel, particularly in outbound and long-distance tours [1] - A travel agency in Hangzhou is offering a 19-day European tour that coincides with the holiday period, indicating a trend towards longer travel experiences [3] - South Korea has announced a visa-free entry policy for Chinese group tourists starting September 29, resulting in a significant increase in inquiries and bookings for trips to Korea during the holiday [5] Group 2 - Domestic flight ticket bookings for the Mid-Autumn and National Day holiday have exceeded 4.52 million, with a daily average increase of over 25% compared to the same period last year [6] - International flight ticket bookings have surpassed 1.29 million, with a daily average increase of approximately 14% compared to last year, with popular destinations including Osaka, Tokyo, Seoul, and Hong Kong [8]

Group 1 - The core event is the Hangzhou Urban Circle 2025 Cultural Tourism Promotion Conference held in Taiyuan, Shanxi, aimed at enhancing cultural tourism collaboration between the two regions [1][3] - The event featured diverse activities including thematic promotions, artistic performances, and cultural displays, showcasing the rich cultural heritage and tourism resources of the Hangzhou Urban Circle [3][5] - Hangzhou, known as "Heaven on Earth," integrates its 8,000-year-old Cross-Lake Bridge culture, 5,000-year-old Liangzhu civilization, and other historical cultures into its identity, making it an ideal destination for youth educational trips [3][5] Group 2 - The promotion included performances such as the Shao Opera Monkey Play "The Monkey King" and classic Huizhou opera segments, providing an auditory and visual feast for attendees [5] - The Hangzhou Urban Circle introduced various educational tourism products and over ten travel routes, emphasizing the integration of technology and cultural tourism [5] - The urban circle consists of seven cities: Hangzhou, Jiaxing, Huzhou, Shaoxing, Quzhou from Zhejiang Province, and Huangshan, Xuancheng from Anhui Province [5]

Core Points - Russia will implement a visa-free policy for Chinese citizens in response to China's announcement of a similar policy for Russian passport holders, effective from September 15, 2025, to September 14, 2026 [1] - The announcement has led to a significant increase in travel bookings and flight searches between China and Russia, particularly for flights to Moscow and St. Petersburg [2][3] Travel Industry Impact - Flight searches from Beijing to Moscow have surged, with an average ticket price of 1482 yuan, and searches for flights from Moscow to China increased nearly 100% within half an hour of the visa-free announcement [2] - In August, the number of round-trip flights between China and Russia reached 2248, recovering to 94.9% of pre-pandemic levels, with a total of 55 routes and 21 domestic cities in China connected [2] - Popular routes include Shanghai-Moscow, Beijing-Moscow, and Beijing-Vladivostok, with significant increases in flight volumes for major airlines [3] Tourist Trends - The visa-free policy is expected to boost the number of Chinese tourists visiting Russia during the upcoming National Day holiday, with Russia being a popular destination for outbound travel [4][5] - Tour operators report a nearly 200% increase in free travel bookings to Russia compared to the previous year, indicating a strong interest among younger travelers for independent travel experiences [4] - The appeal of Russia's cultural and historical attractions continues to attract a diverse range of tourists, from older travelers preferring guided tours to younger travelers seeking unique experiences [4][5]

Group 1 - The event "Purchasing in China · Love Ningxia" aims to promote the deep integration of commerce, culture, tourism, agriculture, sports, and wine to create multi-dimensional consumption scenarios [1][2] - The event features an exhibition area for new energy vehicles, providing immediate experience and purchase services, along with a car parade to further expand consumption scenarios [1] - The integration of local agricultural products and wine showcases the entire consumption chain from production to table, highlighting the innovative combination of rural characteristics and modern consumption [1] Group 2 - Policy empowerment is a significant highlight, with the Ningxia Cultural Tourism Department launching autumn tourism routes and the Ningxia Sports Bureau promoting upcoming international and national events to drive growth across multiple sectors [1] - The city of Yinchuan has released an action plan for the high-quality development of multi-industry integration, outlining six development paths and introducing a consumption linkage mechanism to stimulate cross-domain consumption potential [1] - The event also incorporates cultural and artistic elements, including a wine-themed musical and promotional videos that reflect the vitality of Ningxia's consumer market, aiming to transform consumption scenarios into cultural experiences and lifestyle intersections [2]