Core Insights - Aida Cruises has officially launched its Greater Bay Area strategy at the 18th China Cruise Industry Development Conference, focusing on increasing capacity deployment, promoting three-port linkage, and building an industrial ecosystem to support high-quality development of the regional cruise industry [1] Group 1: Strategic Initiatives - The strategy aims for year-round normalized operations linking Guangzhou, Shenzhen, and Hong Kong, with the deployment of Aida Mediterranean, the first domestically produced large cruise ship Aida Modu, and the second large domestic cruise ship Aida Huacheng in the Greater Bay Area [1] - The company plans to double regional capacity by 2027 compared to 2025 [1] Group 2: Collaborative Efforts - Aida Cruises will promote the establishment of the Greater Bay Area Cruise Integration Development Alliance to gather industry chain forces for collaborative innovation [1] - The company plans to recruit 1,500 crew members within six months through specialized job fairs and supplier conferences, focusing on core procurement needs in five key areas including maritime and hotel operations [1] Group 3: Cultural Integration - Aida Cruises intends to establish a regional operations headquarters in the Greater Bay Area under the unified deployment of China Cruise, launching the "Cultural Heritage on the Waves" themed event during the Guangzhou sailing season from December 2025 to March 2026 to promote the integration of Lingnan culture and cruise culture [1]

Core Insights - The implementation of the visa-free policy for foreign tourist groups arriving by cruise ships in China has created unprecedented development opportunities for various ports [1] Group 1: Impact on Shanghai - Over the past year, the visa-free policy has attracted a significant influx of foreign tourists to Shanghai, with the Shanghai border inspection station recording over 580 cruise ship entries and exits, totaling more than 2.26 million passengers [3] - During the May Day holiday in 2025, Shanghai's cruise port experienced its first "four ships at once" event, with nearly 30,000 passengers entering and exiting in a single day, marking a three-year high [3] Group 2: Performance of Tianjin - Tianjin International Cruise Home Port has seen nearly 200 cruise ship entries and exits in the past year, representing a 67% year-on-year increase, with over 350,000 passengers, a 93% increase compared to the previous year [5] Group 3: Shandong's Growth - Shandong's cruise entry data has shown remarkable growth, with Qingdao expected to receive over 40 cruise voyages in 2025, doubling the number from 2024 [9] Group 4: Xiamen's Development - Xiamen's advantages are gradually becoming apparent, with a record of over 7,000 passengers processed in a single day on April 23, 2025, during the simultaneous arrival of two cruise ships [11] Group 5: Shenzhen's Surge - Shenzhen has also experienced significant growth, with 46 cruise ship entries and exits recorded by May 15, resulting in 121,000 passengers, a staggering 287% increase year-on-year [13]