8月26日，飞猪发布的《2025年暑期出游快报》显示，今年暑期旅游需求强劲，机票、酒店、租 车、海外当地玩乐等旅游订单量持续增长；品质游趋势明显，订单均价同比去年增长9.9%。学生和家 庭客群的增加，让包含文化娱乐体验的旅行热度大幅增长。 想出去玩又不知道去哪里玩？不妨让AI推荐试一试。4月份上线即邀请码"一码难求"的飞猪AI"问一 问"，在暑期伊始面向全量用户开放，飞猪数据显示，越来越多的用户开始使用AI规划自己的旅行，不 少人还会在AI的推荐下直接购买和出行。 编辑：孙冰 古镇古村和国风景点表现同样亮眼。如被时尚活动带火出圈的浙江嘉兴濮院时尚古镇，因特色表演 和壮美夜景走红社交网络的广东江门赤坎古镇、贵州遵义乌江寨国际旅游度假区等，平台订单量同比去 年均翻倍增长。国风旅拍、夜间游园、观看烟花表演等是今夏热门景区游玩打卡方式。 今年暑期，学生客群很活跃。飞猪数据显示，暑期学生出游人次占比持续增加，但大学生"特种兵 式"旅游热度有所下降，订单均价同比去年增长15.1%。这意味着，品质更高、体验更深入的旅行越来 越受大学生们的欢迎。 "请了一天假来参加漫展，顺带安排了上海三日游，看完漫展之后还准备去迪士尼玩一 ...

7月至8月是暑期旅游旺季，00后作为新生代消费力备受关注。 7月至8月是暑期旅游旺季，假期内00后作为新生代消费力备受关注。一部分00后正值暑假，一部分00后则刚踏上社会不久。 在这个旅游旺季，第一财经通过在线问卷调查与线下采访相结合的方式，收集了数百位00后旅行者的故事与数据后发现，在受访者中，00后出游有90.3%参 考甚至依赖小红书、抖音等社交平台，77.61%的出游者最看重的是性价比，颇有意思的是，结合了演出、沉浸式体验感的情绪价值旅行很受欢迎。此外， 作为满足情绪价值的一种方式，以低风险来适当享受"高刺激度"项目的"窝囊旅行"正在悄然兴起。 高度依赖社交平台 在受访者中，有51%的00后选择暑期与同学或朋友一起出游，8%选择独自一人出游，13%选择与家人一起出游。 与80后和90后不同，00后的出游习惯与参考平台已经发生了巨大变化。以往被认为是最主要参考渠道的是携程、去哪儿、飞猪等专业旅游平台，而此次调查 的受访者中（多选），有90.3%的00后选择通过小红书、抖音、B站等获取暑期旅行目的地的信息，甚至也有部分订单从社交平台产生。从家人和朋友处推 荐的占比为60.45%，而从携程这类专业旅游平台处获 ...

Investment Rating - The report maintains a "Market Perform" investment rating for the consumer services industry, indicating that the industry index is expected to perform within ±10% of the market index over the next six months [34]. Core Insights - The consumer services industry index rose by 2.02% from May 30, 2025, to June 12, 2025, outperforming the Shanghai and Shenzhen 300 index by approximately 1.15 percentage points [9]. - The report highlights that domestic travel during the Dragon Boat Festival saw 119 million trips, a year-on-year increase of 5.7%, with total spending reaching 42.73 billion yuan, up 5.9% year-on-year [22]. - The upcoming summer travel season is expected to reverse the subdued performance observed during the Dragon Boat Festival, with a projected 70% increase in summer travel numbers and an 80% increase in gross merchandise value (GMV) compared to the previous year [34]. Summary by Sections Market Review - The consumer services industry index outperformed the Shanghai and Shenzhen 300 index, with a rise of 2.02% during the reporting period [9]. - The tourism and education sectors showed recovery, while the hotel and comprehensive services sectors experienced declines [10]. - A total of 38 listed companies in the industry reported positive returns, with the top five performers being ST United, Qujiang Cultural Tourism, Jinling Hotel, Changbai Mountain, and Tianmu Lake, with increases ranging from 11.86% to 55.13% [14]. - The overall price-to-earnings (PE) ratio for the consumer services industry was approximately 30.92 times, reflecting an increase compared to previous periods [18]. Industry News - The report notes significant trends in the tourism market, including a focus on family-oriented travel and deep experiential offerings, as highlighted in the 2025 Summer Travel Trend Report by Zhongxin Tourism [24]. - The popularity of the Jiangsu Super League has led to a surge in tourism bookings in Jiangsu, with an increase of over 300% in reservations [26]. - Haichang Ocean Park announced plans to introduce Xiangyuan Holdings as a new controlling shareholder [27]. Company Announcements - The report suggests monitoring specific companies such as Jinjiang Hotel, Changbai Mountain, Emei Mountain A, Xiangyuan Cultural Tourism, Jiuhua Tourism, Zhongxin Tourism, and Songcheng Performing Arts for potential investment opportunities due to their favorable positioning in the upcoming summer season [35].