以下文章来源于旅界 ，作者需要铂金包的妈咪 本文来自微信公众号： 旅界 ，作者：需要铂金包的妈咪，题图来自：视觉中国 前段时间，家在成都的闺蜜谭小姐一直在和我抱怨一件事： 这秋假来了，孩子到底怎么办呢？ 她一边吐槽，一边在语音里狠狠骂了几句，说政策制订得太不接地气，孩子放了假，家长却没假，公 司项目推进受影响，学校还要补假安排，全乱套了。 我听完也觉得她不容易，安慰了几句，还顺嘴劝她要不就在成都附近找个地方遛遛孩子，换个环境轻 松一下。 旅界 . 跟踪时代浪潮，讲述文旅商业好故事。 结果没过两天，她朋友圈跳出一张图，背景赫然是上海迪士尼，夜幕下的奇幻城堡正放着烟火，孩子 戴着米奇耳朵，身后还有密密麻麻的人正往疯狂动物城方向涌。 一 我当时感觉很好笑，立刻发语音问她不是在骂秋假吗，怎么人已经飞到魔都了。 她说，打不过就加入呗，成都秋假太卷了，临时起意订了票，飞迪士尼放松一下。 孩子开心，她也暂时不想再骂政策了。 后来几天，"全国多地景区长满小学生"等新闻接连刷屏。 成都飞三亚的机票在秋假首日飙到6000元，机票涨幅堪比国庆。 航旅大数据平台也发布了监测，11月中旬的某些热门航线出现集中售罄，机票均价同步抬升，成 ...

一个玩出来的IPO。 投资界获悉，Klook（客路）正式向美国证券交易委员会（SEC）递交招股书，拟在美国纽交所IPO上市。高盛、大摩、小摩、花旗等联席承销。 这是一个崛起于大湾区的独角兽。时间回到2014年，经历一次不太满意的旅行体验后，林照围、王志豪和熊小康三人在香港成立境外旅游服务提供商 Klook客路，也在深圳设立技术总部。 不同与走马观花的旅游方式，Klook从"目的地服务"切入深度游市场，具体方案是：在目的地集结一众知名人士与旅游体验专家，包括探险家、杂志编 辑、旅行作家、米芝莲星级大厨等，亲自筛选并核实特色旅游路线与活动体验，确保所有项目的质量及安全。 至今，Klook集结了包括红杉中国在内长长的投资人队伍，共同奔赴IPO敲钟舞台。 三个人，缔造一个IPO Klook的创业灵感，源于一次旅行体验。 三位创始人曾回忆这段往事：那是2013年在尼泊尔的一次旅行，他们把现金塞满背包，只为了支付一次徒步的费用——尽管当时在线旅游业的发展已经让 酒店、机票等产品标准化，但目的地依然存在许多碎片化的问题，严重影响旅游体验。 正是这样一段看似不太美妙的旅程，让他们萌生创业的想法：那些小而美的本地体验商家，为旅 ...

11月12日至14日，四川全省以及广东佛山中小学生迎来首个官方秋假，与随后周末连休可形成5天假 期。更早前，于今年10月初，浙江成为全国首个全面推行中小学春秋假制度的省份，其中宁波、湖州、 嘉兴、金华、台州等地普遍将秋假时间安排在11月上旬和中旬。 这波集中出游的需求，让一名旅游从业者感慨，"比国庆还火"。 景区"长满"小朋友，秋假热度堪比国庆 "从10月中开始，订单就陆续多起来了，特别是11月10号之后，又迎来了一波预订。"一四川阿坝毕棚沟 民宿房东李亮称。 每年10月底到11月中旬，毕棚沟以及周边四姑娘山由于秋林、雪山交叠景观，都会吸引游客前来，但李 亮直言，今年的客流量明显高于往年。"今年多了个'秋假'，这一周我家8间房全都订满了。" 史上首个秋假，让原本的"淡季"变成了"旺季"。 11月13日，"成都飞三亚票价飙至6000元"话题冲上热搜，起因是有消费者在11月11日准备为孩子规划秋 假旅行，却发现仅剩部分可售机票，且最高价格高达6000多元，而此前国庆节同一线路仅需一千多元。 机票飙涨的行情，或与近期中小学"秋假"集中落地有关。 最近，全国各地的景区与主题乐园活跃着大批中小学生的身影。 时代财经观察 ...

Core Insights - The sudden drop in temperature across many provinces has led to an early migration of "snowbirds," with a significant increase in flight bookings to warmer destinations like Hainan and Yunnan, showing approximately a 100% year-on-year growth from October 18 to November 10 [1] - There is a growing trend among "snowbirds" to explore less traditional destinations, with increased interest in smaller cities such as Jianshui and Yuanjiang in Yunnan, and Bama and Chongzuo in Guangxi [1] - The trend of high-quality travel experiences is evident, with a notable rise in bookings for outbound travel to Australia and New Zealand, as the southern hemisphere enters its spring and summer seasons [3] Migration Patterns - The Northeast provinces remain the primary source of travelers, with flights from Harbin, Shenyang, and Changchun to Sanya and Haikou showing the highest search and booking activity [4] - A new demographic of "snowbirds," particularly those aged 70 and above, is emerging, joining the traditional older traveler groups [4] Demographic Insights - The age group of 50 to 60 years is showing a significant increase in travel bookings, with a strong inclination towards trying new destinations and experiences [5] - Younger travelers, often referred to as "new snowbirds," are prioritizing cost-effective transportation options while spending more on accommodations, favoring modern and smart hotels or homestays [5] Accommodation Trends - There is a noticeable shift towards higher-quality accommodations, with older travelers preferring hotels or serviced apartments that offer better amenities and services [6] - Younger travelers are increasingly opting for unique and stylish homestays, with a longer average stay duration, reflecting a willingness to invest more in their lodging experiences [6] Tourism Impact - The migration of "snowbirds" contributes to increased visitor numbers at various tourist attractions, such as the Yanuoda Rainforest Cultural Tourism Area in Hainan, which has tailored experiences for both younger and older travelers [7]

Group 1 - The core idea of the news is the integration of air travel and tourism in Shandong, enhancing the travel experience for passengers and promoting local attractions [5][7] - The launch of a free shuttle service from Jinan Airport to Baotu Spring Scenic Area allows travelers to enjoy seamless access to attractions upon arrival [5][6] - The winter flight season has commenced, with Shandong planning to execute 482 flight routes connecting 262 domestic and international destinations, an increase of 68 new routes compared to the previous year [3][4] Group 2 - The new route from Fuzhou to Jinan and Shihezi has been established, with an average of 1,532 flights per day across the province [3] - There is a focus on increasing flight frequency to popular destinations such as Sanya and Haikou, catering to winter travel demand [4] - The collaboration between Jinan Airport and cultural tourism groups aims to create integrated travel packages, enhancing the appeal of Shandong's cultural heritage [5][6] Group 3 - First-time flyers are being targeted with special services and reimbursements for transportation costs, indicating a strategic focus on developing this consumer segment [6] - The introduction of a comprehensive service system for first-time travelers includes 75 service items, enhancing their overall travel experience [6] - The integration of air travel and cultural tourism is seen as a way to create a mutually beneficial relationship, improving passenger experiences while boosting tourism [7]

Core Points - Zhengzhou is promoting a "fan package" for concertgoers, offering exclusive discounts on accommodation, dining, and entertainment based on concert ticket stubs [1][2] - The city has hosted 115 large-scale performances since 2023, attracting nearly 2 million attendees and generating approximately 1.8 billion yuan in box office revenue, significantly boosting local consumption [2] - A "ticket root economy merchant alliance" will be established to facilitate the benefits for fans and tourists, with over 150 businesses already participating [2][3] Summary by Sections Event and Economic Impact - The performing arts economy is becoming a new consumption trend and a driver of urban vitality, with Zhengzhou hosting 115 large performances in 2023, attracting around 2 million spectators and generating about 1.8 billion yuan in ticket sales [2] - This influx has directly stimulated nearly 10 billion yuan in overall city consumption [2] Discounts and Offers - Zhengzhou will implement a discount policy for concert attendees, allowing them to enjoy exclusive offers at restaurants, hotels, and attractions from one day before to one day after the event [2] - The initiative includes participation from over 150 dining and accommodation businesses, 37 star-rated hotels, and nearly 30 A-level scenic spots, with 14 scenic spots offering free admission [2] Service Enhancements - To improve the experience for concertgoers, Zhengzhou has formed a "concert service alliance" with hotels and restaurants within a 5-kilometer radius of performance venues, offering enhanced services such as accommodation packages and luggage storage [3] - Public transport services will be increased, with extended operating hours and improved connections between event venues, hotels, and transportation hubs [5]

Group 1: Travel and Mobility - During the National Day and Mid-Autumn Festival holiday from October 1 to October 8, the total cross-regional mobility reached 2.432 billion trips, with a daily average of 304 million trips, marking a year-on-year increase of 6.2% and a 30.8% increase compared to 2019 [2] - Self-driving travel saw a significant increase, with average passenger volume growth rates for non-commercial small cars, water transport, civil aviation, commercial highways, and railways at 7.1%, 4.2%, 3.4%, 2.9%, and 2.6% respectively compared to 2024 [3] - The civil aviation market experienced a 3.3% increase in daily average passenger flights compared to last year, with international flights recovering to 92.9% of 2019 levels, primarily focused on Southeast Asia and East Asia [5] Group 2: Consumer Spending - Overall consumer spending showed a moderate recovery, with average daily sales revenue in consumption-related industries increasing by 4.5% year-on-year during the holiday [9] - Service consumption outperformed goods consumption, with service consumption growing by 7.6% compared to 3.9% for goods [9] - The number of payment transactions processed by UnionPay and other platforms increased by approximately 30%, with transaction amounts rising by about 16% during the holiday [9] Group 3: Tourism and Local Consumption - Domestic tourism saw 888 million trips, with total spending reaching 809 billion yuan, reflecting a year-on-year increase of 1.01% [13] - The average tourism spending per person was 911 yuan, a slight decrease of 0.55% year-on-year, but an improvement compared to earlier holidays [16] - Key scenic spots experienced significant visitor growth, with popular destinations like Huangshan and Emei Mountain seeing increases in visitor numbers and ticket revenue [22][23] Group 4: Local Consumption Trends - The restaurant sector showed stable performance, with key retail and catering enterprises reporting a 2.7% year-on-year increase in sales during the holiday [25] - The film industry, however, faced challenges, with box office revenue for the National Day period at 1.835 billion yuan, a decline of 13% year-on-year [27] - The average ticket price for films decreased by 9.4%, indicating a soft performance in the cinema sector [31] Group 5: Summary and Structural Highlights - The overall consumption data during the National Day and Mid-Autumn Festival holiday indicated steady growth, although some sectors showed a decline compared to the May Day holiday [32] - Key structural highlights include the rising popularity of self-driving travel, a strong recovery in international flight numbers, and improved tourism spending per capita compared to earlier holidays [32]

Investment Rating - The report maintains a positive outlook for the domestic tourism industry, projecting a 10% growth rate for the year 2025 [2]. Core Insights - Domestic tourism during the National Day holiday showed robust performance, with total revenue reaching 809 billion yuan and a year-on-year increase of 15% in revenue per capita [2]. - The average spending per person decreased slightly by 0.6% year-on-year, which is an improvement compared to earlier predictions [2]. - The report anticipates a stabilization and potential recovery in average spending in the second half of the year [2]. - Online travel agencies (OTAs) like Douyin and Fliggy are increasing their investments in the travel sector, which is expected to enhance online penetration rates [2]. - The competitive landscape among platforms remains less intense compared to other internet sectors, with existing players' revenues and profits largely unaffected [2]. Summary by Sections Domestic Tourism Performance - During the 2025 National Day holiday, domestic tourism revenue reached 809 billion yuan, with 8.9 billion trips made, reflecting a 15% and 16% year-on-year increase in revenue and trips, respectively [2][9]. - Daily average tourism revenue per person increased by 1.0% year-on-year, while daily average trips per person rose by 1.6% [2][9]. - The average spending per person was 911 yuan, slightly better than previous forecasts [2][9]. OTA Platform Insights - The report highlights a rise in long-distance and family travel bookings, with younger users increasingly booking flights [2]. - The average order value is stabilizing, and outbound travel continues to grow at a high rate [2]. - Specific performance metrics include a 120% year-on-year increase in outbound charter bookings for Ctrip, and a 20% increase in hotel bookings for Qunar [8]. Investment Recommendations - The report forecasts a total domestic tourism revenue of 6.3 trillion yuan for 2025, with a 10% year-on-year increase [2]. - Ctrip's total revenue is expected to grow by 15% year-on-year, while Tongcheng Travel's core OTA revenue is projected to increase by 14% [2]. - The report emphasizes the importance of supply chain development and user service quality for long-term competition among platforms [2].

Core Points - The opening of the Xiangyang-Jingmen High-Speed Railway on September 28 allows travel between Xiangyang and Jingmen in as little as 29 minutes, connecting high-quality cultural and tourism resources in both regions [1] - Passengers holding tickets for the Xiangyang-Jingmen High-Speed Railway can enjoy exclusive discounts at local attractions [6][32] Ticketing and Train Schedule - Multiple train services are available daily, covering morning, noon, and evening travel times, with real-time schedule information accessible via the 12306 website, app, or station windows [3] - Specific train schedules include G2039 departing at 06:28 and arriving at Jingmen West at 07:00, with a travel time of 32 minutes [7] Discount Offers - Xiangyang region discounts are valid until December 31, 2025, covering 35 attractions, while Jingmen region discounts last until March 3, 2026, covering 25 attractions [4] - Free entry and discounts are available at various attractions, such as the Nanzhang Spring and Autumn Village, which offers free admission with a valid ticket [11][20] Service Enhancements - Xiangyang East Station has implemented several service upgrades, including the provision of "love carts" and "convenience boxes" for travelers, as well as charging stations for electronic devices [28][30] - Special care services are available for elderly, young, sick, disabled, and pregnant passengers, with a full support mechanism in place for seamless travel [32]

Group 1 - The core idea is that regions in the Yangtze River Delta are enhancing tourism by implementing strategies like multi-use tickets and distributing consumption vouchers, which extend visitor stay and boost related spending in dining and accommodation, creating a positive cycle of attracting, retaining, and promoting consumer spending [1][3][5] Group 2 - In Huangshan, the "ticket root" system allows visitors to enjoy discounts on local attractions by presenting dining, accommodation, and shopping receipts, promoting the concept of "one ticket to explore a city" [3] - During the holiday period, foot traffic in the street area increased by 1 to 1.5 times compared to usual, with sales across various sectors rising by over 50% due to the ticket root economic activities [5] Group 3 - In Changzhou, a newly opened theme park features over 20 themed scenarios and is expected to attract a significant number of family visitors during the holiday, with an anticipated 20% to 30% increase in visitor numbers driven by tourism consumption vouchers [7] - Online booking for tickets and hotel packages offers various discounts, with expectations of a 10% to 15% increase in secondary spending during the holiday [9]