新华财经南京12月25日电（记者朱程）随着2025年接近尾声，种种迹象显现出国内旅游市场全年主要指 标或不负众望，步入发展新阶段。 记者采访多位业内人士获悉，2025年国内旅游市场在整体稳步增长的同时，呈现出"K型分化"特点：旅 游产品价格带变宽，高端产品与基础款产品更受青睐，旅游企业多面临增收与薄利并存态势。尤其随着 消费者出行更趋多元化、个性化，餐饮、住宿、出行等服务供给比拼更趋激烈，对行业主体的反应效 率、资源组织能力等提出更高要求。而这些恰恰是AI的优势领域。业内人士预测，2026年市场或延续 2025年趋势，整体温和上升，AI发展将成为重要变量。 旅游业多项主要数据或创新高 随着元旦、春节假期临近，又到了传统冬季出游旺季。近期多家旅游企业纷纷推出冰雪游、温泉游、海 岛游等产品，吸引游客"北上南下"。一些省市探索的"雪假"等更激发出潜在需求。携程数据显示，11月 至12月上旬，平台上国内雪场门票预订量同比增幅高达近2.2倍，带动华北等地酒店住宿市场。 事实上，纵观2025年全年，热门景区、网红目的地开启"人从众"的新闻不绝于耳，一些地区长假期间出 游人次、旅游总收入创历史新高的情况不在少数。南京、天津 ...

Core Insights - The first systematic "AI Travel Assistant Evaluation System" has been released, with Feizhu's "Ask Me" scoring 724.92 points, ranking first among competitors [1] - The evaluation system was developed by an expert team from Beijing International Studies University, focusing on five dimensions: usability, ease of use, personalization, safety, and fluency [1] - The travel AI industry is characterized as being in the "early stage of rapid growth," with strengths in content recommendation but weaknesses in execution [1][2] Evaluation Framework - The evaluation framework categorizes travel AI into four main product forms: OTA-led AI applications, general lifestyle platform applications, general large models, and domain-specific intelligent agents [1] - The overall performance of travel AI is strong in scenarios like "activity and gameplay recommendations" and "route recommendations," but shows significant shortcomings in "transportation mode recommendations" which rely on real-time data and complex decision-making [2] Performance Metrics - Feizhu's "Ask Me" excels in three out of nine evaluation scenarios: activity and gameplay recommendations, dining recommendations, and shopping point recommendations, while ranking in the top three for hotel recommendations, scenic spot recommendations, and itinerary arrangements [2] - In eight functional indicators, "Ask Me" ranks first in demand guidance ability, voice interaction ability, diversity of booking options, historical memory ability, tool invocation speed, and reliability of booking links [2]

Core Insights - The first systematic "AI Travel Assistant Evaluation System" has been released, with Feizhu's "Ask One" scoring 724.92 points, ranking first among various AI travel assistants [1] - The evaluation framework was developed by an expert team from Beijing International Studies University, focusing on five dimensions: usability, ease of use, personalization, safety, and fluency [1] - The travel AI industry is still in its early growth stage, characterized by strengths in content recommendation but weaknesses in execution [1] Group 1: Evaluation Results - Feizhu's "Ask One" leads in three out of nine evaluation scenarios, including activity and play recommendations, dining recommendations, and shopping point recommendations [2] - The gap between general large model products and OTA platform AI applications is nearly 100 points, indicating a significant difference in technical implementation and resource integration [2] - In eight functional indicators, Feizhu's "Ask One" ranks first in six areas, including demand-driven capability and voice interaction ability [2] Group 2: Industry Trends - The expert team identifies three major application trends for future travel AI: comprehensive application of multimodal interaction, real-time dynamic planning and optimization, and deep integration of AI agents [2] - Feizhu's "Ask One" has explored the integration of AI with its complete travel ecosystem, providing a practical case for how OTAs can leverage AI to enhance core business operations [2]

Core Insights - The article highlights the strategic advancements of Tongcheng Travel in the AI sector, particularly through its proprietary model "Chengxin AI," which aims to enhance both consumer and industry services in the travel sector [1][2]. Group 1: C-end Developments - Tongcheng Travel launched "Chengxin AI" on March 7, 2025, integrating it with DeepSeek to offer "AI + real-time booking" services, marking a significant shift in the travel industry towards AI-driven solutions [2]. - The service is initially available to 2.1 million users, with 100,000 users on the Tongcheng Travel app and 2 million on the WeChat mini-program participating in the first round of testing [2]. - The AI system can convert vague user requests into precise travel plans, embedding resources for flights, hotels, and attractions, thus creating a closed loop from AI recommendation to decision execution and booking [2][3]. Group 2: Technology and User Experience - The "Chengxin AI" system focuses on three core capabilities: intelligent itinerary generation, adaptive recommendation systems, and conversational transaction closure [3]. - The upgraded version of "Chengxin AI," released on March 24, 2025, supports nine languages and aims to provide seamless travel planning for both domestic and international tourists [3][4]. Group 3: B-end Empowerment - Tongcheng Travel's subsidiary, Lvzhi Technology, announced a strategic partnership with Tmall Genie on March 31, 2025, to launch a fully self-service smart hotel solution [5][6]. - The "Lvzhi Cloud" platform integrates AI models to enhance hotel management systems, providing a comprehensive self-service experience for guests [6]. - The new solution can reduce hotel labor costs by 30% and energy consumption by 30%, addressing the industry's need for cost reduction and service enhancement [6][7]. Group 4: Market Positioning - The strategic moves by Tongcheng Travel position it as a leader in the travel AI sector, optimizing consumer experiences while enhancing operational efficiency across the industry [7].

Core Insights - The tourism industry has been experiencing a strong recovery since 2022, with a double-digit compound growth rate in tourist numbers, and is expected to maintain high growth into 2025 [1][2] - Major holidays in 2025, including the upcoming National Day, have seen record-high travel enthusiasm, with significant increases in both domestic and international travel bookings [1][2] - The recovery in the tourism sector is anticipated to create investment opportunities, particularly in the OTA (Online Travel Agency) sector, with companies like Ctrip and Tongcheng Travel showing substantial stock price increases [1][7] Industry Trends - Domestic tourism in China has shown a remarkable increase, with 3.285 billion trips taken in the first three quarters of 2025, reflecting a year-on-year growth of 20.6% [2] - International tourism is also recovering, with 690 million international tourists globally in the first half of the year, a 5% increase, largely driven by China's performance [2] - The trend of mass tourism is evident, with a notable rise in travel from lower-tier cities, as rural tourism outpaces urban tourism growth [4] Structural Changes - The tourism structure is being reshaped, with a focus on experiential travel and innovative tourism models, such as high-end customized tours and luxury cruises [5] - AI technology is evolving within the industry, leading to the emergence of new demand avenues and enhancing user experiences across the tourism value chain [5][6] - Government policies are increasingly supportive, with measures aimed at fostering cultural and tourism consumption, contributing to the sector's stability and growth [6] Investment Opportunities - The ongoing recovery in the tourism sector and the rise of AI in travel are creating investment opportunities, particularly for leading companies in the OTA space like Ctrip and Tongcheng Travel [7][9] - Ctrip has shown robust growth in its accommodation and transportation booking segments, with revenue growth exceeding 20% [7] - Tongcheng Travel has become a major player in the lower-tier city market, with 87% of its registered users coming from non-first-tier cities, and has maintained double-digit growth in its core business segments [8]

Core Viewpoint - Tongcheng Travel has achieved an ESG rating of AAA from MSCI, placing it in the top 5% globally, reflecting its strong commitment to sustainable practices and governance [1][2]. Group 1: ESG Performance - Tongcheng Travel has integrated ESG practices into its business operations and culture, aiming for long-term sustainable development [2]. - The company emphasizes a "people-oriented" management philosophy, viewing talent as its most valuable resource and striving to create a diverse, equitable, and inclusive workplace [2]. - Tongcheng Travel has been recognized for its ESG management and long-term investment value, being included in the S&P Global "Sustainability Yearbook (China Edition)" for three consecutive years [3]. Group 2: Technological Advancements - Since 2025, generative AI technology has significantly impacted both supply and demand in the travel industry, with Tongcheng Travel leveraging AI to enhance supply chain capabilities and user experience [2]. - In March 2025, Tongcheng Travel's subsidiary, Lvzhi Technology, announced the full integration of AI models like DeepSeek and Alibaba Tongyi Qianwen into its hotel management system, achieving a 50% efficiency improvement in operational processes [2]. - The company has accelerated the iteration of AI products, launching the upgraded "Chengxin AI" model, now known as DeepTrip, which facilitates a seamless user experience from trip planning to product booking [3].

Core Insights - Tongcheng Travel has achieved an ESG rating of AAA from MSCI, placing it in the top 5% globally, reflecting its strong performance in environmental, social, and governance practices [1] Group 1: ESG Performance - As a leading player in the domestic tourism market, Tongcheng Travel integrates ESG practices into its business operations and culture for long-term sustainable development [2] - The company emphasizes a "people-oriented" management philosophy, viewing talent as its most valuable resource and striving to create a diverse, equitable, and inclusive workplace [2] - Tongcheng Travel has been recognized for its ESG management, being included in the S&P Global "Sustainability Yearbook (China Edition)" for three consecutive years and receiving the "Best Progress in Industry" award [3] Group 2: Technological Advancements - Since 2025, generative AI technology has significantly impacted both supply and demand in the tourism industry, with Tongcheng Travel leveraging AI to enhance supply chain capabilities and user experience [2] - In March 2025, Tongcheng Travel's subsidiary, Lvzhi Technology, announced the full integration of AI models like DeepSeek and Alibaba Tongyi Qianwen into its hotel management system, achieving a 50% efficiency improvement in operational processes [2] - The company has accelerated the iteration of AI products, launching an upgraded version of its AI model, DeepTrip, which facilitates a seamless user experience from trip planning to product booking [3]

Group 1 - MSCI has upgraded Tongcheng Travel's ESG rating to AAA, placing it in the top 5% globally [1] - Tongcheng Travel integrates ESG practices into its business operations and culture, focusing on sustainable development and a people-oriented approach [2] - The company emphasizes the importance of talent and aims to create a diverse, equal, and inclusive workplace [2] Group 2 - Since 2025, generative AI technology has significantly impacted both supply and demand in the travel industry, with Tongcheng Travel leveraging AI to enhance supply chain capabilities and user experience [2] - Tongcheng Travel's subsidiary, Lvzhi Technology, has integrated AI models like DeepSeek and Alibaba's Tongyi Qianwen into its hotel management system, improving operational efficiency by 50% [2] - The company has accelerated the iteration of AI products, launching the upgraded "Chengxin AI" called DeepTrip, which streamlines the entire process from trip planning to product booking [3] Group 3 - Higher ESG ratings reflect the company's robust operations and governance, gaining recognition in global capital markets for its ESG management and long-term investment value [3] - Tongcheng Travel has been included in the S&P Global Sustainable Development Yearbook (China Edition) for three consecutive years and received the "Best Progress in Industry" award [3] - The company plans to continue enhancing operational efficiency and fostering closer partnerships while adhering to sustainable development principles [3]

Core Viewpoint - Tongcheng Travel has achieved an ESG rating of AAA from MSCI, placing it in the top 5% globally, reflecting its strong commitment to environmental, social, and governance practices [1]. Group 1: ESG Performance - As a leading player in the domestic tourism market, Tongcheng Travel integrates ESG practices into its business operations and culture to achieve long-term sustainable development [2]. - The company emphasizes a "people-oriented" management philosophy, viewing talent as its most valuable resource and striving to create a diverse, equitable, and inclusive workplace [2]. - Tongcheng Travel has been recognized for its ESG management, being included in the S&P Global "Sustainability Yearbook (China Edition)" for three consecutive years and receiving the "Best Progress in Industry" award [3]. Group 2: Technological Innovation - Since 2025, generative AI technology has significantly impacted both supply and demand in the tourism industry, with Tongcheng Travel leveraging AI to enhance supply chain capabilities and user experience [2]. - In March 2025, Tongcheng Travel's subsidiary, Lvzhi Technology, announced the full integration of AI models like DeepSeek and Alibaba's Tongyi Qianwen into its hotel management system, achieving a 50% efficiency improvement in operational processes [2]. - The company accelerated the iteration of its AI products, launching the upgraded version of "Chengxin AI" called "DeepTrip," which facilitates a seamless user experience from itinerary planning to product booking [3]. Group 3: Future Outlook - Tongcheng Travel plans to continue its commitment to the value of "customer first" by enhancing operational efficiency and fostering closer partnerships with collaborators [3]. - The company aims to work collaboratively with employees to promote sustainable development principles [3].

Core Insights - The online travel industry is experiencing a rapid transformation driven by AI, with major platforms launching various AI travel assistants to enhance user experience and efficiency [1][3][26] - Despite the advancements, the penetration of AI in the online travel sector remains slow, particularly on the consumer side, due to the highly personalized nature of consumer demands and the complexity of data involved [3][17] - The current AI travel assistants face significant challenges, including outdated training data, data silos, and a lack of customized solutions to meet evolving user needs [3][20][21] AI Travel Assistants Overview - Major platforms like Mafengwo, Tuniu, Fliggy, Tongcheng Travel, and Ctrip have introduced AI travel assistants, each with unique features aimed at addressing user pain points [1][4][11] - The AI assistants provide comprehensive services, including ticket booking, hotel recommendations, and itinerary planning, but the user experience varies across platforms [4][9][11] Efficiency and Experience Optimization - AI travel assistants are designed to enhance efficiency by offering one-stop services for travel planning, from ticket queries to hotel bookings [4][16] - The depth of understanding and response quality varies, with some platforms providing detailed explanations and recommendations, while others offer more basic responses [4][9][11] Challenges in AI Implementation - The accuracy of AI-generated travel information is often compromised due to the fast-changing nature of travel-related data, leading to user dissatisfaction [18][20] - The lack of scene-specific customization and the tendency for AI-generated itineraries to be formulaic limit the effectiveness of these assistants in catering to niche travel needs [20][21] Future Directions - Companies are exploring ways to leverage their unique data and technological advantages to improve the accuracy and personalization of AI travel assistants [22][23] - The introduction of multi-agent systems aims to enhance the efficiency and accuracy of AI responses by integrating various specialized functions [23][24] - A shift towards user-centric design, where AI assistants adapt to individual preferences and provide tailored recommendations, is seen as a potential solution to current limitations [25][26]