关联内容 "双节"旅游双向扩容：赛事热、小城火、入境旺 八天假期落下帷幕，出行人次创下历史新高。 记者从交通运输部了解到，2025年国庆中秋假期（10月1日-8日）全社会跨区域人员流动量累计24.33亿 人次，日均3.04亿人次，同比（2024年国庆假期7天日均，下同）增长6.3%。 这一数据超越了节前的预测。此前交通运输部预计，假期全社会跨区域人员流动量将达到23.6亿人次， 日均约2.95亿人次，较去年同期日均2.86亿人次增长约3.2%。 民航客运量累计1914万人次，日均239万人次，同比增长3.3%。 水路客运量累计1166万人次，日均146万人次，同比增长4.1%。 公路人员流动量累计（包括高速公路及普通国省道非营业性小客车人员出行量、公路营业性客运量） 224841万人次，日均28105万人次，同比增长6.6%。其中，公路营业性客运量累计30677万人次，日均 3835万人次，同比增长2.9%；高速公路及普通国省道非营业性小客车人员出行量累计194164万人次， 日均24271万人次，同比增长7.2%。 国家高端智库可持续交通创新中心研究员、北京交通大学经济管理学院教授李红昌向21世纪经济报道记 ...

国庆中秋假期，出游热度高，无疑将引发又一轮消费热潮。记者了解到，这段时间，酒店民宿、机票都 迎来集中预订高峰，哪些地方、哪种玩法更受消费者青睐呢？数据来说话。 民宿的数据显示，今年双节的民宿预订量，同比增长超过三成。预订增速最快的城市，包括广西钦州、 甘肃陇南、江苏泰州、湖北孝感等小众城市。值得一提的是，第一批"拼假"的游客已经抵达酒店。平台 数据显示，在"请3休12"的"拼假"热潮带动下，平台上9月26日到9月28日出游产品预订热度较去年同期 上涨26%，更长的假期带来更强的出游意愿。 湖南张家界某民宿负责人邓开友：农庄的预订情况，在"十一"假期的前三天将近达到100%。假期后面 几天的预订情况，目前是百分之九十几。入境游的外国客人入住达到了40%左右的占比。 订票平台显示，双节长假机票预订量增幅显著。目前包括机票、火车票、用车等在内的交通服务人均预 订量较去年增长约4.2%，且有进一步上涨势头。其中高铁和"飞机+高铁"的"串游"特征尤为显著，人均 预订量较去年增长7%。同时，典型的多目的地游玩商品，如长线游、租车等，预订量也同比去年分别 增长53%、93%。 多地发放消费优惠券提升旅游体验 记者了解到，在 ...

Core Viewpoint - The upcoming National Day and Mid-Autumn Festival holidays are expected to drive a significant increase in travel demand, with various transportation platforms predicting record passenger numbers and usage rates during this period [3][4]. Transportation Industry Insights - On September 30, the Yangtze River Delta railway is expected to send 3.65 million passengers, an increase of 213,000 passengers or over 6% compared to the same day in 2024 [3]. - The national railway is projected to transport 219 million passengers from September 29 to October 10, with October 1 anticipated to be the peak travel day [3]. - Highways are expected to experience increased traffic pressure starting from 4 PM on September 30, with a small peak in travel expected between 9 PM and 1 AM [3]. Ride-Hailing and Carpooling Trends - Haibo anticipates 60 million orders for its carpooling service from September 30 to October 8, with the overall industry demand exceeding 100 million orders [4]. - Didi expects a significant rise in ride-hailing demand starting September 26, with peak demand on September 30, potentially doubling compared to regular days [4]. - The second peak for ride-hailing is predicted for the Mid-Autumn Festival, with a 50% increase in demand compared to the days before the holiday [4]. Rental Car Market - Didi forecasts a 148% year-on-year increase in rental car bookings during the holiday, with 70% of these being for out-of-town rentals [5]. Food and Beverage Sector Impact - The travel surge is also boosting food and beverage sales at transportation hubs, with search volumes for food options at major train stations like Shanghai and Beijing increasing by over 70% week-on-week as the holiday approaches [5].

Core Insights - The upcoming National Day and Mid-Autumn Festival holidays are expected to drive a significant increase in travel demand across various transportation platforms [1][2] - The China Railway Shanghai Bureau anticipates a passenger flow of 3.65 million on September 30, 2024, marking a 6% increase compared to the same day in 2023 [1][2] Group 1: Railway and Road Traffic - The national railway system is projected to send 219 million passengers from September 29 to October 10, with October 1 expected to be the peak travel day [2] - High traffic pressure on highways is predicted to begin on September 30, with a small peak in travel expected from 9 PM to 1 AM [2] - The busiest highways on October 1 will be concentrated in the Yangtze River Delta, Guangdong-Hong Kong-Macao, and Beijing-Tianjin-Hebei regions [2] Group 2: Ride-Hailing and Carpooling - Hello's carpool service expects to handle 60 million orders from September 30 to October 8, with total industry demand surpassing 100 million orders [3][5] - Didi anticipates a significant increase in ride-hailing demand starting September 26, peaking on September 30, with demand expected to double compared to regular days [5] - The second peak for ride-hailing demand is projected for the Mid-Autumn Festival, with a 50% increase in demand compared to the days before the holiday [5] Group 3: Travel and Rental Services - Didi forecasts a 51% increase in intercity ride-hailing during the holiday, with cities like Lanzhou and Kaifeng seeing over 40% year-on-year growth in travel demand [6] - Didi's charter service orders are expected to grow by 187% year-on-year, with tourism and hotel transfers being key areas of demand [6] - Car rental bookings are projected to rise by 148%, with 70% of these being for intercity rentals [6] Group 4: Food and Beverage Trends - The upcoming holidays are also expected to boost food consumption at transportation hubs, with a 70% increase in keyword search volume for food at major train stations like Shanghai and Beijing [6]

价格方面的高性价比也是游客关注的重点。截至假期前两周，仍有部分目的地机票与酒店价格尚未 大幅上涨，性价比突出。境内如青海黄南、广西来宾、海南澄迈、广东云浮、四川眉山等地酒店价格低 于去年同期。出境方面，西双版纳-万象机票含税低于500元，贵阳-香港、西安-金边低于700元；酒店方 面，马尼拉间夜均价不到400元，雅加达、冲绳间夜均价低于700元。 重打卡更重体验，"赏秋"成国庆旅游搜索关键词 今年国庆假期恰逢中秋节，形成长达八天的"超级黄金周"，如果额外请假三天，还可拼出长达十二 天的超长假期。这一特殊假期结构，激发出多样化的旅行需求。 近日，携程、飞猪、去哪儿三大旅游平台相继发布国庆旅游趋势预测报告，今年的黄金周旅游会有 哪些新亮点呢？ "串游"趋势明显，高性价比目的地受青睐 在宝贵的假期，旅客非常重视时间利用效率，今年中秋国庆假期的多目的地"串游"趋势更明显，越 来越多的游客希望一个长假玩转多个城市。飞猪数据显示，截至目前包括机票、火车票、用车等在内的 交通服务人均预订量较去年增长约4.2%，且有进一步上涨势头。其中高铁和"飞机+高铁"的"串游"特征 尤为显著，人均预订量较去年增长7%。同时，典型的多目的 ...

中国经济网北京9月22日讯(记者杨秀峰)随着"往前请3天假、往后请3天假"就能凑成"请3休12"的拼假友 好型中秋国庆超长假期临近，旅游市场已进入预订高峰期。这一拼假策略极大地激发了人们的出游热 情，旅游预订节奏明显加快。 近日，飞猪发布的《2025中秋国庆假期出游风向标》显示，在拼假策略带动下，今年中秋国庆假期的旅 游预订节奏较去年提前约3.5天。截至目前，包括机票、酒店、门票、租车、线路游等在内的假期出游 商品预订量均大幅超越去年和同为8天连休的前年。 得益于超长假期，出境游的预订范围继续拉大，截至目前已覆盖超140个国家和地区，较去年大幅增 加。面对激增的长假出游需求，近日飞猪已启动中秋国庆假期旅游大促，活动商品价格最低可优惠至3 折。 从玩法来看，今年长假文旅体融合趋势继续彰显，"跟着演出去旅行、跟着展览去旅行、跟着赛事去旅 行"成为新潮流。飞猪数据显示，热门演出场馆周边的酒店、景点等搜索量同比去年大增1.5倍。其中， 像张学友60+巡回演唱会上海站、谢霆锋进化演唱会重庆站、2025葫芦果音乐节马鞍山站、美丽中国踏 歌行礼乐成安音乐节、2025年中国国际漫画节动漫游戏展等周边酒店搜索量普遍大增超2倍。 ...

Group 1 - The A-share market in China experienced a decline on the 19th, with major indices falling across the board, while the tourism and hotel sector saw a notable increase of 2.03% [1] - Individual stocks in the tourism sector performed exceptionally well, with Xiyu Tourism rising by 12.61%, and Yunnan Tourism, Guilin Tourism, and Qujiang Cultural Tourism hitting the daily limit up of approximately 10% [1] - Analysts predict a strong growth in the tourism market during the upcoming combined National Day and Mid-Autumn Festival holiday, which will create an extended 12-day holiday period, leading to increased bookings for travel services [1] Group 2 - As of the market close, the Shanghai Composite Index was at 3820 points, down 0.3%, while the Shenzhen Component Index was at 13070 points, down 0.04%, and the ChiNext Index was at 3091 points, down 0.16% [2] - The total trading volume in the Shanghai and Shenzhen markets was approximately 23.238 billion RMB, a decrease of about 8.113 billion RMB compared to the previous trading day [2]

Group 1 - The core viewpoint is that the travel demand is expected to increase significantly during the 2025 National Day and Mid-Autumn Festival holiday, with a search volume increase of over 20% year-on-year [1] - Flight bookings for both domestic and international routes show a notable recovery, with domestic flight bookings exceeding 3.26 million per day, up 26% year-on-year, and international bookings exceeding 1.16 million, up 15% [2] - High-quality hotel bookings are experiencing a surge, with a year-on-year increase of 58% for popular hotels and over 20% for high-quality hotels during the holiday period [3] Group 2 - The outbound travel market is benefiting from visa-free policies, with significant increases in travel to South Korea, the Middle East, and Africa, with outbound travel numbers up 130% year-on-year [4] - Investment recommendations include focusing on OTA sectors such as Tongcheng Travel and Trip.com Group, as well as companies in the ice and snow industry like Changbai Mountain and Dalian Shengya, and tourism retail companies like China Duty Free Group and Wangfujing [5]

Core Insights - The upcoming long holiday combining the Mid-Autumn Festival and National Day is expected to significantly boost the tourism market, with early travel planning encouraged by authorities [1][4]. Group 1: Travel Demand Trends - The "please take 3 days off for 12 days" strategy has created favorable conditions for long trips, leading to a diverse range of travel demands [2]. - Orders for inter-provincial border cities have surged, with a 58% year-on-year increase in bookings, particularly in cities like Zhaotong (95% increase) and Hezhou (88% increase) [2]. - Multi-destination travel products, such as long-distance tours and car rentals, have seen booking increases of 53% and 93% respectively [2]. Group 2: Emotional and Cultural Factors - Emotional value is becoming a key factor influencing travel decisions, with hotel searches in remote destinations like Xinjiang and Tibet rising by 60% [3]. - The desire for nature and relaxation is driving interest in scenic areas, with locations like Chongqing's Wushan gaining popularity for autumn foliage [3]. Group 3: International Travel Dynamics - The long holiday has led to a broadening of outbound travel, with bookings covering over 140 countries, and significant increases in interest for destinations like Australia and Russia [4]. - The introduction of visa-free policies, particularly for South Korea, has spurred a rise in flight searches, reshaping the outbound travel landscape [4]. Group 4: Local Tourism Growth - The long holiday also allows for deeper local cultural experiences, with events like the Shanghai Tourism Festival offering discounted tickets to various attractions [6]. - Family-oriented activities, including visits to theme parks and cultural sites, have seen ticket bookings increase by over 40% [6]. - The trend towards emotional and diverse travel experiences reflects a shift in consumer preferences, supported by policy changes and service innovations [6].

Investment Rating - The report maintains an "Outperform" rating for the social services industry, indicating a projected increase in performance relative to the market index [4][12]. Core Insights - The upcoming National Day and Mid-Autumn Festival holidays are expected to see record-high travel activity, with a significant increase in outbound travel bookings [1]. - Travel search volume during the holiday period is projected to increase by over 20% year-on-year, with a notable rise in both domestic and international flight bookings [8]. - The report highlights a strong demand for high-quality hotel bookings, with a year-on-year increase of over 20% for premium accommodations [8]. - Outbound travel is experiencing a surge, particularly to regions benefiting from visa-free policies, with booking numbers for destinations like Europe and North America showing substantial growth [8]. Summary by Sections Travel Trends - The report notes that the travel search volume for the upcoming holiday is expected to exceed 20% year-on-year [8]. - Domestic flight bookings have increased by 26%, while international flight bookings have risen by 15% [8]. Hotel and Accommodation - High-quality hotel bookings have seen a year-on-year increase of 58% [8]. - The demand for premium hotels continues to grow, with over 20% increase in bookings compared to last year [8]. Outbound Travel - Outbound travel bookings have increased significantly, with a 30% rise in visa service bookings for the National Day holiday [8]. - Specific regions such as Europe and North America have seen booking increases of 80% and 207% respectively, while Asian destinations have experienced a 380% rise [8].