ri 8 | 纵使仲夏炎热，暑期文旅市场热度却有增无减。暑假是一年之中最长的旅游旺季，也是观察旅游业供需变化的窗口。纵观今年暑假演出赛事、主题公园以及 避暑游、邮轮游等的旅游供给，产品丰富多样，玩法层出不穷。一系列新供给一方面反映出文旅融合趋势下，行业边界不断延展，"文旅+""+文旅"的消费 潜力无穷，另一方面也体现了消费心理的转变，从追求以性能为导向的"性价比"到看重以品质为导向的"质价比"。 赛事演出"火" ：票根经济撬动暑期消费 近期，除了常规避暑游、研学游，"跟着赛事去旅行""跟着演出去旅行"等旅游方式兴起，票根经济有效串联文旅、商业、交通等多元场景，正在成为撬动暑 期消费的新支点。 "苏超"（即"江苏省城市足球联赛"）之火从赛场燃至场外。前不久，球迷凭入场券可在江苏各地享景区、住宿、餐饮等优惠活 动的消息不胫而走，球迷消 费热情被点燃，江苏夜间消费、异地消费增势明显。 张晋 摄 - - - �过线 �ussel 2025江苏福行江苏省城市足球联赛 3 : 苏州队 下半场 83:54 扬州队 P THE WORLD "一张票玩转一座城"，已然有效释放文旅消费多元场景的潜能。一方面，赛事、演出、展览、电 ...

随着各省高考成绩陆续放榜，高考生和家长们终于进入到志愿填报的关键时期。但在这场关乎学业与职业发展的关键选择中，许多家庭常陷入"分数优 先"的传统思维，却忽视了更重要的专业前景研判。 《2024年气候变化绿皮书》显示，在需求总量方面，2022—2023年，新能源行业碳排放管理相关职位增长率高达52%，位居战略性新兴行业前列。另据中 国能源报报道，调查显示，目前"双碳"人才结构呈"哑铃"状，从业5年以上的人才占29%，3年以下的占52%。招聘市场中存在对3—6年中等经验人才需求 大、供给少的问题。此外，多数求职者对碳行业了解不足，近七成缺乏实践经验。 特别是近两年来就业职场竞争愈加激烈，志愿填报早已不是单纯的"看分数选学校"，而是需要结合未来职业发展前景进行的提前规划。而现代高等教育市 场已经呈现出明显的专业分化趋势：部分传统热门专业面临人才饱和，一批契合新兴产业需求的"潜力专业"则开始崭露头角。 当应届高考生和家长们忙着选择心仪的好大学时，或许也应该结合市场需求，关注到那些充满潜力的新专业。 选专业，其实是选行业 大多数家长在为子女填报高考志愿时，内心都有着一个朴素而明确的期望——希望孩子未来能够拥有一份理想的 ...

中新网天津6月29日电(记者周亚强)记者从天津东疆边检站了解到，2025年上半年，天津"邮轮热"持续 升温。今年以来，天津邮轮口岸已累计查验出入境邮轮约80艘次，出入境旅客超15万人次。其中，外籍 旅客近1万人次，同比增长7%；使用240小时过境免签政策的外籍旅客占比达13%，入境便利性显著提 升。 6月28日上午，"爱达·地中海"号邮轮搭载近2000名旅客缓缓靠泊天津国际邮轮母港。下午18时许，该轮 又满载近2600名旅客启航，开启6天5晚的韩日之旅。东疆边检站以专业、高效、便捷的服务，保障邮轮 旅客快速顺畅通关。 "特别是进入五月份以来，天津邮轮经济复苏势头强劲。"东疆边检站相关负责人介绍，今年"五一"假 期，天津国际邮轮母港迎来"海洋赞礼""梦想""芮吉塔"三船同靠的盛况，当日旅客流量超1.5万人次，创 下邮轮复航以来新高；6月8日"爱达·地中海"号邮轮回归，天津国际邮轮母港重回"双邮轮"母港运营模 式；6月23日900余名外籍旅客整团入境，越来越多的外籍旅客选择乘坐邮轮从天津登陆开启中国之旅。 据悉，上半年东疆边检站开通"紧急救助绿色通道"处置旅客突发情况10余次，为需扶助等特殊群体提 供"一对一"快 ...

Core Viewpoint - Carnival reported strong financial results for the quarter ended May 2025, with revenue and EPS exceeding expectations, indicating positive growth and operational efficiency [1][3]. Financial Performance - Revenue for the quarter was $6.33 billion, reflecting a year-over-year increase of 9.5% [1]. - EPS was reported at $0.35, a significant increase from $0.11 in the same quarter last year, representing a surprise of +45.83% against the consensus estimate of $0.24 [1]. - The reported revenue surpassed the Zacks Consensus Estimate of $6.21 billion by +1.97% [1]. Key Metrics - Available lower berth days (ALBDs) were reported at 24.2 million, slightly below the five-analyst average estimate of 24.21 million [4]. - Occupancy percentage was 104%, close to the average estimate of 104.5% [4]. - Passenger cruise days (PCDs) totaled 25.3 million, slightly above the four-analyst average estimate of 25.28 million [4]. - Fuel cost per metric ton consumed was $614, lower than the estimated $652.38 [4]. - Net yields per ALBD were $200.07, exceeding the average estimate of $195.23 [4]. - Revenues from onboard and other sources reached $2.22 billion, surpassing the average estimate of $2.18 billion, marking a year-over-year increase of +9.7% [4]. - Revenues from passenger tickets amounted to $4.10 billion, compared to the average estimate of $4.01 billion, reflecting a year-over-year increase of +9.3% [4]. Stock Performance - Carnival's shares have returned +8% over the past month, outperforming the Zacks S&P 500 composite's +3.9% change [3]. - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3].

聚焦人工智能终端、全屋智能、现代时尚、户外装备四大类产品，针对性提出支持举措；加大消费市场 开拓支持力度，开展"外贸优品深圳行"活动……日前，深圳发布《深圳市提振消费专项行动实施方 案》，围绕提升居民消费能力和意愿、加大优质多元消费供给以及加强政策支持和配套保障三个方面， 提出39条具体措施，全方位扩大消费需求、繁荣消费市场，加快建设具有全球重要影响力的消费中心。 加大优质多元消费供给 《方案》提出，将打造具有深圳特色的工业消费品集群。其中，深圳将大力推广人工智能终端消费，支 持智能眼镜、智能耳机、智能手表、人形机器人等企业在核心商圈、机场、高铁枢纽等设立旗舰店、概 念店、体验店，鼓励公园、旅游景区运营方与企业合作在园区内设立智能眼镜、人工智能翻译耳机等产 品租赁点，提供实时导览、智能翻译等体验服务。 为推动居民生活服务消费提质升级，《方案》提出，深圳将打造更具品质和特色的餐饮服务，支持知名 美食品牌在深设立总部、首店、旗舰店、新概念店。培育引进一批价格适中、符合大众需求的连锁餐 厅。同时，深圳还将促进物业和家政服务市场发展，拓展"一老一小"消费场景，培育引导健康消费，激 发宠物消费活力。 在推进文体旅娱消费 ...

"端午安康！免签来中国很方便，这样我们有更多的时间游览厦门。"巴西籍旅客福纳达迅速办理完入境 手续，准备随团前往鼓浪屿游览参观。 中新社厦门6月1日电 (记者闫旭)搭载着620余名旅客的访问港邮轮"芮吉塔"号，1日靠泊厦门国际邮轮中 心。这是该邮轮首次到访厦门，也是今年以来以美国、加拿大等国旅客为主的最大来厦旅游团组。 来自墨西哥的旅客罗珊娜和朋友下船后，准备前往厦门环岛路、南普陀寺等地游玩。"第一次感受中国 的端午节，粽子挂饰很可爱，我很喜欢，我们都很期待本次旅行。"罗珊娜说。 正值端午假期，在厦门国际邮轮中心边检执勤现场，高崎边检站布置了具有端午民俗和中华传统文化元 素的装饰，通道上方挂上了艾草粽子、粽子风铃等挂件，并向来厦的外籍旅客赠送香囊、五彩绳等。 随着中国免签"朋友圈"不断扩大，政策红利不断释放，越来越多外籍旅客选择乘坐邮轮来华开启一场说 走就走的旅行。当天，来自23个国家的外籍旅客从"芮吉塔"号邮轮上下船。 据高崎边检站边防检查处处长沈文娟介绍，针对邮轮靠泊时间短、外籍旅客比例高的实际情况，高崎边 检站主动对接代理、码头以及地接旅行社，及时掌握邮轮入港、出境动态和通关安排；同时积极宣介、 引导随 ...

Company Performance - Viking Holdings (VIK) reported a loss of 24 cents per share in Q1 2025, which was better than the Zacks Consensus Estimate of a loss of 26 cents per share, compared to a loss of 3 cents per share in Q1 2024 [1] - Total revenues reached $897.1 million, exceeding the Zacks Consensus Estimate by 4.49% and showing a year-over-year increase of 24.9%, driven by increased Capacity Passenger Cruise Days (PCDs) and higher revenue per PCD [1] - Adjusted EBITDA for the quarter was $72.8 million, an increase of $77.3 million from Q1 2024, attributed to the growth in capacity of PCDs and higher revenue per PCD [2] Capacity and Demand - Capacity PCDs improved by 14.9% year-over-year due to the addition of two new river vessels and a new ocean ship delivered in 2024 [2] - The company experienced a 7.1% growth in Net Yield, indicating strong demand for travel experiences among its core demographic, with 92% of capacity already booked for the 2025 season [3] Financial Health - As of March 31, 2025, VIK had $2.8 billion in cash and cash equivalents, along with an undrawn revolver facility of $375 million, while the company's net debt stood at $2.9 billion [4] - Vessel operating expenses increased by 10.2% year-over-year, with expenses excluding fuel rising by 12.2%, reflecting the growth in fleet size [3] Industry Context - Norwegian Cruise Line Holdings Ltd. (NCLH) reported Q1 2025 results that missed the Zacks Consensus Estimate, with both earnings and revenues declining year-over-year [6] - Caesars Entertainment, Inc. (CZR) had mixed results in Q1 2025, with earnings missing estimates but revenues surpassing them, showing year-over-year improvement [8]

惊蛰研究所 . 探索发现新经济。 将投中网设为"星标⭐"，第一时间收获最新推送 拼完价格，拼"文化"。 作者丨 娅沁 以下文章来源于惊蛰研究所 ，作者惊蛰研究所消费组 来源丨 惊蛰研究所 随着全国气温的逐步上升，旅游旺季翩然而至。但当县域旅游、文博游、出境游等旅游方式成为旅游行业 热点时，原本小众的邮轮旅游也在悄悄崛起。 公开数据显示，今年春运期间，邮轮旅客运输量达17.2万人次，同比增长145.6%；五一假期，上海邮轮 口岸更是迎来"四船同靠"的盛况，单日出入境人员近3万人次，创下3年来新高。 面对眼下的市场热度，邮轮品牌们早已摩拳擦掌。为了抓住旅游旺季的市场机会，不少邮轮品牌将目光投 向了文化跨界的新玩法，推出与非遗、汉服等传统文化，甚至是哪吒、乐高等商业IP相关的主题旅游产 品。而这些文化跨界的新玩法，将邮轮经济带入新的蓝海。 邮轮旅游：拼完价格，拼"文化" 虽然2025年开年至今的亮眼数据，拉高了整个市场对"邮轮经济"的期待值。但在中国市场，邮轮作为一 种小众旅行方式一直难以流行。 长期以来，邮轮旅行的核心卖点始终围绕海上观光、娱乐设施、特色餐饮和免税购物等服务展开，这一模 式在市场培育期凭借清晰的功 ...

Core Viewpoint - Norwegian Cruise Line's stock has experienced a significant decline of 33% year-to-date, contrasting with the S&P 500's minor drop of 0.6%, indicating a broader downturn in the cruise sector [1] Financial Performance - Norwegian Cruise Line reported mixed Q1 results with an adjusted EPS of $0.07, below the consensus estimate of $0.09, and revenue of $2.13 billion, slightly under the forecast of $2.15 billion. The GAAP net loss was $40.3 million [2] - The occupancy rate was 101.5%, meeting guidance but showing a year-over-year decline due to increased dry-dock activities. Despite some "softening" in forward bookings, advance ticket sales rose 2.6% year-over-year to $3.9 billion, indicating ongoing demand [2] Valuation Comparison - NCLH stock appears inexpensive relative to the broader market, with a price-to-sales (P/S) ratio of 0.8 compared to 2.8 for the S&P 500, a price-to-free cash flow (P/FCF) ratio of 3.9 against 17.6 for the S&P 500, and a price-to-earnings (P/E) ratio of 10.5 compared to 24.5 for the benchmark [4][7] Revenue Growth - Norwegian Cruise Line's revenues increased by 10.9% from $8.5 billion to $9.5 billion over the past 12 months, while quarterly revenues dipped 3% to $2.1 billion compared to $2.2 billion a year earlier [5] Profitability Metrics - The company's operating income over the last four quarters was $1.5 billion, resulting in an operating margin of 15.5%, which is higher than the S&P 500's 13.1%. The operating cash flow during this period was $2.0 billion, indicating an OCF margin of 21.6% compared to 15.7% for the S&P 500 [6] Financial Stability - Norwegian Cruise Line's balance sheet is characterized as very weak, with total debt of $13 billion against a market capitalization of $7.6 billion, leading to a poor debt-to-equity ratio of 163.6% compared to 21.5% for the S&P 500. Cash and cash equivalents amount to $185 million of $21 billion in total assets, resulting in a cash-to-assets ratio of 1.0% versus 15.0% for the S&P 500 [9][8] Downturn Resilience - NCLH stock has historically performed worse than the S&P 500 during downturns, with a decline of 69.2% from a peak of $33.71 in June 2021 to $10.38 in June 2022, compared to a 25.4% decline for the S&P 500. During the COVID-19 pandemic, the stock fell 87.0% from a high of $59.65 in January 2020 to $7.77 in March 2020, while the S&P 500 saw a decline of 33.9% [10][11] Overall Assessment - The overall assessment of Norwegian Cruise Line indicates very weak operating performance and financial condition, with growth rated as very strong, profitability as neutral, financial stability as extremely weak, and downturn resilience as extremely weak [12][14]

随着全国气温的逐步上升，旅游旺季翩然而至。但当县域旅游、文博游、出境游等旅游方式成为旅游行业热点时，原本小众的邮轮旅游也在悄悄崛起。 公开数据显示，今年春运期间，邮轮旅客运输量达17.2万人次，同比增长145.6%；五一假期，上海邮轮口岸更是迎来"四船同靠"的盛况，单日出入境人员 近3万人次，创下3年来新高。 面对眼下的市场热度，邮轮品牌们早已摩拳擦掌。为了抓住旅游旺季的市场机会，不少邮轮品牌将目光投向了文化跨界的新玩法，推出与非遗、汉服等传 统文化，甚至是哪吒、乐高等商业IP相关的主题旅游产品。而这些文化跨界的新玩法，将邮轮经济带入新的蓝海。 邮轮旅游：拼完价格，拼"文化" 虽然2025年开年至今的亮眼数据，拉高了整个市场对"邮轮经济"的期待值。但在中国市场，邮轮作为一种小众旅行方式一直难以流行。 长期以来，邮轮旅行的核心卖点始终围绕海上观光、娱乐设施、特色餐饮和免税购物等服务展开，这一模式在市场培育期凭借清晰的功能定位，有效覆盖 了大众消费者的基础需求。 然而，随着中国邮轮市场进入成熟阶段，同质化问题逐渐成为发展瓶颈。大同小异的服务项目，高度重叠的日韩航线，使得差异化竞争优势逐渐丧失，已 难以满足新一代消 ...