航旅纵横大数据显示，12月，中国境内到日本的计划航班中超四成航班取消，取消航班数量超1900个。 11月15日后赴日旅客量大幅下降，例如11月25日的旅客量比11月15日减少约23%，目前还在持续走低。 记者查询机票价格发现，12月赴日票价有所提高，以上海-大阪关西为例，不含税票价最低500元，但11 月15日时最低100元。 12月，中国境内到日本的计划航班中超四成航班取消，取消航班数量超1900个。 ...

Core Insights - Recent controversial remarks by Japanese leaders regarding Taiwan have led to warnings from the Chinese government for citizens to avoid traveling to Japan, resulting in significant cancellations of travel bookings [1] - Chinese tourists are a crucial market for Japan's tourism industry, with projections indicating that in 2024, Japan will receive approximately 36.9 million international visitors, including 6 million from China, accounting for 16.4% of the total [1][2] - The decline in Chinese tourists poses a challenge for Japan's tourism sector, as their spending power and consumption patterns are significantly higher than those of tourists from other countries [1] Group 1 - The cancellation rate for trips to Japan has exceeded 50%, with some travel agencies reporting up to 70% cancellations on specific days [1] - Major airlines, including China International Airlines and Eastern Airlines, are offering free ticket refunds and changes for flights to Japan [1] - The impact of these cancellations is being felt across key retail areas in Japan, including duty-free shops and major department stores [1] Group 2 - Alternative tourist sources such as South Korea (25.1% of visitors) and Taiwan (17.5%) may help fill the gap, but their lower spending per capita compared to Chinese tourists limits their effectiveness [2] - Tourists from Hong Kong (7.8%) may partially compensate for high-end retail losses, but their limited population and flight capacity restrict their overall impact [2] - Long-haul markets like the United States (7.5%) and Australia (2.6%) could provide some support, but their consumption patterns and travel constraints hinder their ability to replace the spending power of Chinese tourists [2]

Core Insights - The cancellation of flights on the China-Japan routes has reached a significant level, with 12 routes canceling all flights as of November 24 [1][2] - The overall cancellation rate for planned flights to Japan from China has increased by approximately 56% compared to the same period last month [3][5] Flight Cancellations - Specific routes with 100% cancellation include Hangzhou to Central International Airport, Nanjing to Fukuoka Airport, and several others, indicating a complete halt in operations for these routes [2] - Major airlines such as Air China and Eastern Airlines are reducing their flight frequencies, with Air China cutting its Shanghai to Osaka route from 21 to 16 flights per week [3][5] Booking Trends - Following the announcement of a free cancellation policy for flights to Japan, there has been a notable decline in ticket bookings, with a reduction of about 29% in the next 60 days compared to the period before the policy [5] - Data indicates that as of November 18, approximately 543,000 tickets were canceled, reflecting a significant drop in demand for travel to Japan [6] Impact on Tourism - The decrease in Chinese tourists is putting pressure on Japanese tourism operators, with reports of canceled group tours during what is typically a busy season [6] - Local tour guides in Japan are expressing concerns over the reduced demand for tours, particularly from mainland China, which traditionally has a high number of elderly travelers and small high-end custom groups [6]

Core Viewpoint - The article highlights a significant reduction in flights from China to Japan, with 12 routes canceling all flights and an overall increase in cancellation rates, indicating a decline in travel demand to Japan [3][4][5]. Flight Cancellations - As of November 24, 2025, 12 routes from China to Japan have canceled all flights, with a 100% cancellation rate for each of these routes [5]. - Major airlines are reducing their flight schedules, with Air China cutting its Shanghai to Osaka route from 21 to 16 flights per week, and Eastern Airlines canceling 6 out of 14 flights on its Beijing to Osaka route [6][9]. - The cancellation rate for planned flights to Japan is projected to reach 21.6% by November 27, marking the highest rate in a month [6]. Booking Trends - Following the announcement of a free cancellation policy for flights to Japan on November 15, there has been a 29% decrease in ticket bookings for the next 60 days compared to the period before the announcement [9]. - Data indicates that over 543,000 flight orders have been canceled since November 15, reflecting a significant drop in demand for travel to Japan [9]. Impact on Tourism - The decline in Chinese tourists is putting pressure on Japanese tourism operators, with reports of canceled group tours during what is typically a busy season [10]. - Tour guides and hotel operators in Japan are expressing concerns about the potential long-term impact of reduced travel demand, fearing a return to the low activity levels experienced during the pandemic [10].

Core Insights - The cancellation of flights on the China-Japan route has reached a critical level, with 12 routes canceling all flights as of November 24 [2][3] - The overall cancellation rate for planned flights from China to Japan has increased by approximately 56% compared to the same period last month [5] - The upcoming week is expected to see a peak cancellation rate of 21.6%, the highest in a month [6] Flight Cancellations - Specific routes with 100% cancellation include Hangzhou to Central International Airport, Nanjing to Fukuoka Airport, and several others [3] - Airlines such as Air China and Eastern Airlines are reducing their flight frequencies significantly, with Air China cutting its Shanghai to Osaka route from 21 to 16 flights per week [4] - The top routes with the highest cancellation rates include Tianjin to Kansai International (65.0%) and Nanjing to Kansai International (59.4%) [8] Impact on Tourism - The cancellation of flights has led to a significant drop in ticket bookings, with a reported decrease of 29% in bookings for the next 60 days compared to November 15 [9] - Approximately 543,000 flight orders have been canceled since the announcement of free cancellation policies for flights to Japan [9] - Japanese tourism operators are facing increased pressure due to the decline in Chinese tourists, with many tour groups canceling their trips during what is typically a busy season [10] Shift in Travel Preferences - As travel to Japan declines, there is a noticeable shift towards South Korea and Southeast Asia as alternative destinations for Chinese tourists [11] - Data indicates that South Korea has become a popular destination, with a significant increase in flight searches and bookings [12] - Other countries, including Thailand and Russia, are actively promoting their destinations to attract Chinese tourists [12]

Core Viewpoint - The article highlights a significant increase in flight cancellations from China to Japan, particularly affecting leisure travel, due to recent travel advisories and airline policies [3][10]. Flight Cancellations - As of November 24, 2025, a total of 12 flight routes from China to Japan have canceled all flights, with a 100% cancellation rate for routes such as Hangzhou to Central International Airport and Nanjing to Fukuoka Airport [5][6]. - The overall cancellation rate for planned flights from China to Japan has increased by approximately 56% compared to the same period last month [6][11]. - The highest cancellation rates among the top 20 planned routes include Tianjin to Kansai International at 65.0% and Nanjing to Kansai International at 59.4% [9]. Impact on Travel Industry - The cancellation of flights has led to a significant drop in ticket bookings, with a reported decrease of about 29% in future ticket reservations for flights to Japan since the announcement of free cancellation policies on November 15 [11][12]. - Over 540,000 flight orders have been canceled, indicating a substantial impact on the travel industry [12]. Pressure on Japanese Tourism - Japanese tourism operators are facing increased pressure due to the decline in Chinese tourists, with many tour groups canceling their trips during what is typically a busy season [12][14]. - The shift in travel patterns suggests that South Korea may benefit from the decline in Chinese tourists to Japan, as it has seen a rise in international travel demand [14]. Alternative Destinations - Data indicates that South Korea has become a popular destination for outbound travel, with significant increases in flight searches and bookings [14]. - Other countries, such as Thailand and Russia, are actively promoting their tourism to attract Chinese travelers, with Thailand launching specific campaigns to entice visitors [14].

Core Viewpoint - Chinese airlines are significantly adjusting their flight services to Japan due to recent provocative remarks from the Japanese Prime Minister, leading to a substantial reduction in flight availability and cancellations of bookings [1][23]. Flight Adjustments - China International Airlines will maintain 4 weekly flights from Beijing Capital to Sapporo New Chitose from December 9, 2025, to March 7, 2026, canceling the planned increase to 7 flights [1]. - Flights from Chongqing to Tokyo Narita will decrease from 7 to 4 weekly starting December 1, 2025, using the 737-800 aircraft [3]. - The Shanghai Pudong to Fukuoka route will reduce from 7 to 6 weekly flights from February 3 to March 24, 2026, with the cancellation of the 7th flight [3]. - The Shanghai Pudong to Osaka Kansai route will see a reduction from 21 to 16 weekly flights starting November 30, 2025 [4]. - China Eastern Airlines will close bookings for 6 out of 14 weekly flights from Beijing Daxing to Osaka Kansai starting December 1, 2025 [6]. Booking Cancellations - Approximately 500,000 tickets for travel to Japan have been canceled, reflecting a significant drop in Chinese tourist enthusiasm for Japan [23]. - The cancellation rate for flights from China to Japan reached 13.4%, the highest in the past five days, indicating a downward trend in passenger volume [23]. - Travel agencies report a surge in cancellations, with over 50% of bookings for trips to Japan being canceled [24]. Industry Impact - The current situation represents the largest scale of ticket cancellations seen since early 2020, although the overall impact on the domestic Chinese airline industry may be limited [23]. - The passenger load factor for flights from mainland China to Japan has dropped significantly, with a 12.3 percentage point decrease week-on-week [23].

Core Viewpoint - The Japanese tourism market is experiencing a rapid decline due to travel warnings and the implementation of free ticket refund policies by airlines, leading to a significant number of cancellations by travelers [1][3][6]. Group 1: Ticket Cancellations and Market Impact - As of November 19, approximately 900,000 tickets for trips to Japan remain booked but unused, down from 1.55 million on November 15, indicating a reduction of 543,000 tickets in just four days [1][2]. - Major Chinese airlines, including Air China, China Eastern, and China Southern, have introduced free refund policies for flights to Japan, followed by other airlines, which has led to a sharp decline in passenger numbers [3][5]. - The number of travelers originally planned for Japan dropped from 1.55 million to 1.06 million, a decrease of 32%, with the cancellation rate on November 16 being 27 times the number of new bookings, highlighting safety concerns among travelers [6][8]. Group 2: Effects on Travel Agencies - Travel agencies have been forced to cancel all group tours to Japan for November and December, significantly impacting their business, especially in terms of fixed costs related to local services and accommodations [11][12]. - Despite the airlines' refund policies alleviating some financial pressure, travel agencies remain concerned about the potential impact on upcoming holiday travel during New Year and Spring Festival [11][12]. Group 3: Shifts in Tourist Preferences - With the decline in interest in Japan, other destinations such as Southeast Asia and Russia are actively competing for Chinese tourists, with a reported 20% increase in inquiries for Southeast Asian travel products [12][15]. - Following the announcement of a visa-free policy for Chinese tourists by Russia, there has been a significant surge in flight searches to Moscow, with some routes seeing increases of over 300% [14][15]. - Thailand has also launched the "Thailand Safe Travel" initiative to reassure Chinese tourists and is offering exclusive New Year promotions to attract visitors [15].

Core Insights - The Japanese tourism market is experiencing a rapid decline due to travel warnings issued by Chinese authorities, leading to a significant number of cancellations and a shift in tourist preferences towards other destinations [1][2][4] Group 1: Ticket Cancellations and Market Impact - As of November 19, approximately 900,000 tickets for trips to Japan remain booked but unused, down from 1.55 million on November 15, indicating a cancellation of 543,000 tickets in just four days [1][2] - Major Chinese airlines, including Air China, China Eastern, and China Southern, have implemented free cancellation policies for flights to Japan, contributing to a 32% drop in planned travelers from 1.55 million to 1.06 million between November 15 and November 17 [2][4] - The cancellation rate reached 13.4% on November 18, the highest in five days, reflecting travelers' safety concerns dominating market trends [4] Group 2: Shift to Alternative Destinations - Other destinations are actively competing for the Chinese tourists who initially planned to visit Japan, with Southeast Asia seeing a 20% increase in inquiries for travel products [1][8] - Thailand has launched the "Thailand Safe Travel" initiative to alleviate safety concerns among Chinese tourists and is offering exclusive New Year discounts [8][11] - Russia is also attracting attention, with President Putin announcing a visa-free policy for Chinese tourists, leading to a surge in flight searches to Moscow [9][11] Group 3: Travel Agency Responses - Travel agencies have canceled all group tours to Japan for November and December, with 80% of travelers opting to cancel their trips following the travel warnings [7][8] - Despite the airlines' flexible cancellation policies, travel agencies face losses from non-recoverable costs related to ground services and hotel bookings [7][8] - Some agencies report that the impact is manageable due to the current off-peak travel season, but there are concerns about the potential effects on the upcoming New Year and Spring Festival travel [7][8]

Core Insights - The recent increase in ticket cancellations for flights to Japan is attributed to a combination of seasonal factors and a new free cancellation policy implemented by multiple domestic airlines [1][2][3] - The number of travelers heading to Japan has seen a significant decline, with a reported drop in ticket orders and passenger volume [3][4][6] Group 1: Ticket Cancellations and Policy Changes - Several domestic airlines have announced free cancellation and rescheduling policies for flights to Japan, leading to a sharp increase in ticket cancellations, particularly for leisure travel routes [1][2] - As of November 18, the total number of ticket orders for flights to Japan has decreased by 543,000, indicating over 500,000 cancellations since November 15 [3] - The cancellation rate for flights to Japan reached 13.4% on November 18, marking the highest rate in the past five days [4] Group 2: Shifts in Travel Demand - With the decline in demand for travel to Japan, many travelers are redirecting their plans to warmer destinations, such as Southeast Asia and domestic locations [6] - Data shows that domestic flight bookings to warmer regions like Hainan and Yunnan have exceeded 4.72 million, reflecting a year-on-year increase of approximately 13% [6] - Countries like South Korea and Thailand are experiencing a rise in passenger traffic, indicating a potential shift in traveler preferences away from Japan [6]