中经记者 杨让晨 张家振 上海报道 进入12月，多家邮轮企业宣布调整2026年年初在中国大陆市场的运营计划。 据了解，在此次调整中，爱达邮轮取消了"爱达·魔都号"驶往日本的航线计划，取而代之的是韩国航 线；另一艘邮轮"爱达·地中海号"则"调头"前往东南亚地区的越南。和爱达邮轮类似，两家在中国大陆 运营的外资邮轮企业——皇家加勒比和MSC地中海也相应调整了航线。其中，皇家加勒比取消了部分 前往日本的航线，并增加了韩国航线。 对于航线调整原因，爱达邮轮方面日前向《中国经营报》记者表示，公司基于对市场需求的洞察，通过 对旗下邮轮进行差异化布局，以满足母港周边的消费者多元化出行需求。 值得注意的是，今年以来，中国邮轮市场规模同比大幅增长。原国家旅游局副局长、中国国际公共关系 协会副会长吴文学在今年11月举行的"2025上海邮轮经济发展论坛"上透露，中国邮轮市场的年均增速达 到45%，2024年，客运总量已经超过2019年同期85%。 中欧国际工商学院院长、上海国际邮轮经济研究中心主任汪泓在接受记者采访时表示，2025年，的确可 以视为中国邮轮经济第二个"黄金10年"的起点。"虽然行业仍处于'爬坡过坎'的恢复培育期，但 ...

Core Viewpoint - Royal Caribbean plans to optimize certain itineraries for the "Spectrum of the Seas" from January to April 2026, with the ship returning to its home port in Shanghai on January 28, 2026 [1] Itinerary Adjustments - The new cruise season will introduce 4 to 5-night itineraries visiting South Korea's Jeju, Busan, and Seoul (Incheon) [1] - A series of new shore excursion experiences will be designed to allow tourists to deeply appreciate the natural tranquility of Jeju Island, the vibrant and artistic atmosphere of Busan, and the diverse experiences that blend the old and new in Incheon and Seoul [1]

Core Insights - Major cruise companies are intensifying competition in the Chinese market for 2026, focusing on new routes, expanded destinations, and refined service offerings, marking a shift from broad growth to high-quality operations [1][4] Route Expansion - Viking Cruises is expanding its offerings with 14 river cruise routes and 5 ocean cruise routes, including a new Chinese service Mediterranean route and additional land tours to lesser-known destinations [2] - Royal Caribbean is maintaining its focus on East Asia while introducing new destinations, including Mount Fuji and Nagoya, alongside traditional ports like Tokyo and Osaka [2] - MSC Cruises is also increasing its presence in the Chinese market with 6 new autumn sailings from Shanghai [2] Target Demographics - The cruise industry is targeting various demographics, including families during peak holiday seasons and older adults seeking off-peak travel options, with new itineraries designed for these groups [2][3] - Royal Caribbean is launching short music-themed cruises aimed at young professionals looking for quick getaways [3] Service Localization - Cruise companies are competing in service localization, adapting to the consumption habits of Chinese tourists, such as early dining and entertainment preferences [3] - Viking Cruises is enhancing its digital services for older adults, providing a user-friendly WeChat mini-program for itinerary management and other practical features [4] Industry Trends - The cruise market is expected to become increasingly competitive, transitioning from price competition to value competition and innovation, reflecting a maturation phase in the industry [4] - The focus on localized services and high-quality development is anticipated to drive technological innovation and cultural integration within the cruise sector [4]

Core Insights - The cruise industry is shifting from extensive growth to refined, high-quality operations, with companies intensifying competition through new routes, expanded destinations, and tailored services for the Chinese market [1][6][9] Route Expansion - Multiple cruise giants are planning to introduce new routes for 2026, covering a wider range of destinations. Viking Cruises will expand from river to ocean routes, launching 14 river routes and 5 ocean routes, including a Chinese service Mediterranean route [3] - Royal Caribbean continues to focus on East Asia, operating the "Spectrum of the Seas" from Shanghai and Hong Kong, while adding new stops like Mount Fuji and Nagoya [5] Targeting Customer Segments - The cruise companies are competing for key travel periods, such as Chinese New Year and summer vacations, while also targeting silver-haired travelers and weekend vacationers. MSC Cruises plans to offer autumn voyages to attract these demographics [5][6] - Royal Caribbean is responding to the growing demand for short weekend getaways among young consumers by introducing music-themed short cruises [5] Service Localization - The competition has extended to service offerings, with cruise lines focusing on localizing services to meet the consumption habits of Chinese tourists. Royal Caribbean has tailored dining options on the "Spectrum of the Seas" to cater to Chinese guests [8] - Viking Cruises is addressing the needs of the silver-haired demographic by providing a user-friendly WeChat mini-program for itinerary management and essential services [9] Industry Trends - The cruise market is expected to become increasingly competitive, transitioning from price competition to value competition and model innovation. This reflects a maturation phase in the industry, emphasizing the importance of localized services and product innovation [6][9]

Core Viewpoint - The Chinese Ministry of Transport announced a special port fee for U.S. vessels as a countermeasure against the U.S. imposing port fees on Chinese ships, effective from October 14, 2025 [2][20]. Group 1: Special Port Fee Details - The special port fee will apply to any vessel with over 25% U.S. ownership or flying the U.S. flag, regardless of the registration of the shipowner or operator [3][4]. - The fee will be charged per voyage based on net tonnage, starting at 400 RMB per net ton in 2025 and increasing to 1120 RMB by 2028 [4]. - For example, the Royal Caribbean's Spectrum of the Seas, with a net tonnage of 168,000 tons, could incur a maximum fee of approximately 67.36 million RMB per voyage [6]. Group 2: Impact on Royal Caribbean - The new fee structure could lead to an additional cost of around 1000 RMB per passenger for the Spectrum of the Seas, assuming it operates at full capacity for 76 voyages in a year [8][12]. - The policy includes safeguards, limiting the maximum fee to five voyages per year for each vessel, and only charging once for multiple port calls on the same voyage [7]. - The special port fee is expected to increase by 60% after October 2026, adding further financial pressure on Royal Caribbean [14]. Group 3: Broader Industry Context - Royal Caribbean faces additional challenges from U.S. tax scrutiny, as the U.S. government is pushing for stricter tax compliance from cruise companies registered abroad [17][21]. - The company is caught in a regulatory squeeze, with significant costs from the Chinese port fee and potential tax liabilities in the U.S. [22]. - The cruise industry is experiencing a complex geopolitical landscape, with the new port fee being part of a broader trend of increasing regulatory pressures [29][43]. Group 4: Operational Challenges - Adjusting port calls in response to the new fee could be a complex process, requiring significant logistical changes and advance planning [31][33]. - The operational impact of changing ports is substantial, as it affects scheduling, customer service, and overall operational efficiency [35][37]. - The new fee structure serves as a warning to other U.S.-owned cruise lines that have not yet operated in Chinese ports, highlighting the potential for increased costs in the future [39].

Core Insights - The article highlights the significant increase in tourism and economic activity in the Baoshan Riverside area during the National Day holiday, showcasing the region's appeal as a vacation destination [1][2][3] Group 1: Tourism and Economic Impact - From September 30 to October 8, the Shanghai International Cruise Tourism Resort received 650,000 visitors, generating nearly 20 million yuan in total revenue [1] - The Wusongkou International Cruise Terminal hosted five cruise voyages, with a total of 43,000 inbound and outbound travelers, contributing close to 100 million yuan in cruise tourism consumption [1] - The area has leveraged its geographical advantages and cruise tourism resources to create a vibrant holiday atmosphere, enhancing the urban vacation experience [1] Group 2: Events and Activities - The first Yangtze River Water Sports Carnival took place from October 5, featuring exciting water performances that engaged visitors for three consecutive days [1] - The Longjiang Cultural Food Festival attracted nearly 50 F1H2O motorboat championship participants, showcasing local culinary delights and cultural experiences [2] - A helicopter flying experience was introduced during the holiday, offering two unique flight routes that allowed participants to enjoy aerial views of the city and its landmarks [3]

Group 1 - The total cross-regional population flow during the National Day and Mid-Autumn Festival holiday is expected to reach 2.36 billion people, averaging about 295 million people per day, which is a 3.2% increase compared to the same period last year [2][4] - The railway passenger flow shows characteristics of high total volume, concentrated peak times, and a mix of long-distance and short-distance travel [4] - Special tourist trains such as "Panda Special Train" and "New Oriental Express" are being operated, creating a "mobile star hotel" experience for holiday travelers [5][6] Group 2 - In Shanghai, two large cruise ships, "Aida Marvel" and "Spectrum of the Seas," docked simultaneously at the Wusongkou International Cruise Port, indicating a peak in cruise tourism during the holiday [8] - During the holiday, the Shanghai cruise port is expected to have 12 inbound and outbound cruise trips, with approximately 44,000 passengers [10] - The attractiveness of "China tours" has significantly increased due to the acceleration of international flight schedules and visa-free policies [12] Group 3 - Cultural experiences such as the ancient pottery workshop in Huangshan and the "world intangible heritage" Zhejiang Longquan celadon are becoming popular choices for in-depth tourism among both domestic and international visitors [15] - The continuous improvement of transportation infrastructure not only enhances travel convenience but also connects various aspects of the national economy, facilitating a smooth economic circulation [17]

Core Insights - The hotel industry has experienced a significant boost during the summer of 2025, driven by a shift towards quality travel experiences and cultural elements [1][2] - Data from travel platforms indicates a strong demand for quality tourism, with average order prices increasing by 9.9% year-on-year [1] - The resurgence of outbound tourism has led to a rapid recovery in hotel bookings, particularly in popular destinations like Japan and Thailand [3][4] Group 1: Domestic Hotel Trends - Hotels in popular domestic destinations, such as Sanya, reported occupancy rates exceeding 70%, with innovative activities like coral reef observation camps becoming popular [2] - The trend of traveling to events, such as concerts and exhibitions, has surged, with hotel searches around event venues increasing significantly [2] Group 2: Outbound Tourism Developments - Popular outbound destinations for Chinese tourists include Japan, Thailand, and South Korea, with hotel bookings in Okinawa and Jeju Island seeing year-on-year increases of 98% and 44%, respectively [3] - Hotels abroad are adapting to Chinese tourists by offering services in Mandarin and incorporating Chinese cultural elements [3][4] Group 3: Cruise Market Recovery - The cruise market has shown strong recovery, with over 1.37 million travelers passing through Shanghai's cruise port by August 26, marking a 48.71% increase year-on-year [4][5] - Family-oriented travel has become a significant driver of demand, with a notable increase in bookings for family cabins and entertainment facilities on cruise ships [5]

Group 1 - The hotel industry has experienced a significant boost this summer, with a strong demand for quality travel and unique experiences, as evidenced by the increase in average order prices by 9.9% year-on-year during the summer travel season [1] - High-end hotels are performing well, with occupancy rates exceeding 70% in locations like Sanya, where innovative activities such as coral reef observation camps have become popular [2] - The trend of traveling to events, such as concerts and exhibitions, has surged, with hotel and attraction searches around event venues increasing significantly, exemplified by a more than 7-fold increase in searches following the sale of concert tickets [2] Group 2 - The recovery of outbound tourism has been rapid, with popular destinations including Japan, Thailand, and South Korea seeing substantial growth in hotel bookings, such as a 98% increase in orders for hotels in Okinawa, Japan [3] - Hotels in destinations like Uzbekistan are adapting to cater to Chinese tourists, offering services such as Chinese-speaking concierge and traditional tea sets to enhance the guest experience [3] - Traditional tourist destinations like Indonesia and Australia continue to thrive, with family-friendly services being introduced in hotels to attract Chinese tourists, including free accommodation for children and dedicated entertainment activities [4] Group 3 - The cruise market has also seen a strong recovery, with over 1.377 million travelers passing through Shanghai's cruise port this year, marking a 48.71% year-on-year increase [4] - The demand for family-oriented cruise experiences has risen, with over 60% of guests being families, leading to increased bookings for family room types and entertainment facilities [4] - The cruise ship "Spectrum of the Seas" achieved record-high occupancy rates during the summer, indicating robust demand in the cruise sector [4]

Core Insights - The article discusses the rapid development of cruise ports in various Chinese cities, likening it to a "hundred-city battle" for domestic cruise homeports by 2025 [1] - Cities like Xiamen and Qingdao are leading the charge with significant investments and infrastructure developments to attract cruise lines [4][6] - Despite the construction boom, there is a notable absence of international cruise companies operating regularly in China, with only two foreign companies currently active [8][10] Group 1: Infrastructure Development - Cities such as Nantong, Xiamen, and Qingdao are aggressively building cruise terminals and related infrastructure, with Xiamen's new terminal costing 730 million yuan and capable of accommodating three large cruise ships simultaneously [4][6] - Qingdao is also enhancing its cruise port area with new landmark projects and aims to attract over 20 billion yuan in investments this year [6] - Wuhan has announced plans to establish a "Yangtze River cruise homeport" to connect with other major cities [6] Group 2: Market Dynamics - The current landscape shows a stark contrast between the rapid development of cruise ports and the lack of international cruise ships docking in China, with many companies redirecting their operations to Japan [10][17] - The article highlights that the absence of major international cruise lines in China is due to economic considerations, as these companies find better profitability in Japanese ports [17][18] - The competition for cruise traffic is not just coastal but also includes inland ports, with significant investments being made in places like Chongqing [6][10] Group 3: Future Prospects - The article suggests that while the current situation appears bleak, there is potential for growth if cities focus on improving their service standards and tourist experiences [22][23] - Cities like Qingdao and Xiamen are seen as potential gateways for international tourism, with efforts to enhance their appeal to foreign visitors [19][20] - The long-term success of these cruise ports will depend on their ability to attract international cruise lines by demonstrating high levels of customer satisfaction and operational readiness [23]