中新社厦门11月25日电 (林永传 吴冠标 马丹)25日下午，搭载着2400余名旅客的"爱达·地中海"号邮轮缓 缓驶离厦门国际邮轮中心，开启13天12夜的"东南亚五国海上丝绸之旅"，厦门国际邮轮母港2025年邮轮 航季画上圆满句号。 据厦门邮轮港海关统计，该海关今年共监管出入境邮轮77航次，服务保障出入境旅客12.3万人次，同比 分别增长129%、82.7%。 "这样的增长态势超出预期，今年多家国际邮轮公司都增加了厦门航线的部署频率，充分说明厦门作为 区域邮轮枢纽的吸引力正持续释放。"厦门邮轮港海关副关长秦浩表示。 今年以来，厦门邮轮港海关致力打造"无感通关、智能监管、无事不扰、无处不在"的便利通关环境，率 先在全国海港口岸出境通道落地"海关、安检一次过检"新模式，该模式使通关流程从6个压缩为4个，通 关时长较原来减少六成，大幅提升旅客通关体验。 针对邮轮食品供应"品种多、材料繁、时间紧"特点，厦门邮轮港海关创新推出供国际邮轮食品卫生监 督"清单申报+验证监管"工作模式，企业申报材料减少约九成，大幅提升食品供船效率。 厦门象屿国际邮轮发展有限公司常务副总经理石金山介绍，根据厦门国际邮轮母港2026年泊位预定情 ...

环球网 爱达邮轮：应客户要求，取消停靠日本 原创 阅读全文 分享一篇文章。 ...

Viking Holdings (VIK) reported $2 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 19.1%. EPS of $1.20 for the same period compares to $0.89 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $2 billion, representing a surprise of +0.05%. The company delivered an EPS surprise of +0.84%, with the consensus EPS estimate being $1.19.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Str ...

专家建议广州、深圳、香港三地联合促进更多国际邮轮挂靠大湾区邮轮港口 国际邮轮协会（CLIA）全球主席、皇家加勒比游轮集团总裁兼首席执行官杰森·利伯蒂（Jason Liberty） 表示，今年国际邮轮市场对全球经济的贡献预计达到1500亿美元。中国作为全球最具潜力的邮轮市场之 一，政策红利持续释放、消费需求强劲回升，中国邮轮市场正迎来新的发展机遇。 爱达邮轮首席执行官陈然峰在大会上发布了公司大湾区战略，表示将加大邮轮运力部署，实现广州、深 圳、香港三港联动，加速大湾区邮轮全年常态化运营，并促进大湾区在邮轮人才培养、供应链建设、市 场推广、邮轮修造等领域的发展。 他表示："爱达邮轮将在华夏国际邮轮的统一部署下适时建立大湾区区域运营总部，并希望通过产业协 同、资源聚集和生态共建，助力大湾区成为中国邮轮产业发展的重要一极，为中国邮轮经济的高质量发 展做出贡献。" 中国邮轮产业发展大会秘书长、中国交通运输协会邮轮游艇分会常务副会长兼秘书长郑炜航建议，广 州、深圳、香港三地政府牵头引领，联合制定、发布大湾区邮轮政策、邮轮线路，联合促进更多国际邮 轮挂靠大湾区邮轮港口，联合吸引国际旅客乘坐邮轮到大湾区旅游，提供全面"三地一 ...

Core Insights - The 18th China Cruise Industry Development Conference (CCS18) has commenced in Nansha, Guangzhou, focusing on the theme "The Future is Here, Set Sail" [1] - The Sanya Central Business District (CBD) is showcasing opportunities under the Hainan Free Trade Port's operational framework, particularly in the cruise industry [1] Group 1: Infrastructure Development - A new 100,000-ton cruise berth is under construction in Sanya Bay, expected to be completed by 2027 [1] - Upgrades to the existing 80,000-ton berth at Phoenix Island will follow, along with a modern passenger terminal project covering over 36,000 square meters [1] - These developments aim to significantly enhance Sanya's capacity to accommodate large cruise ships and establish more international routes [1] Group 2: Service Enhancements - Sanya's border inspection has achieved "onboard inspection, 10-second clearance," improving efficiency [2] - The customs model of "immediate docking, immediate inspection" has greatly enhanced the clearance experience for cruise ships [2] - The Sanya CBD is focused on creating a competitive policy support system for the cruise and yacht industry, revising measures to promote industry development across multiple dimensions [2] Group 3: Policy Support and Collaboration - The Sanya CBD is committed to providing comprehensive support in areas such as route approval, port clearance, and talent assurance for industry partners [2] - The local government aims to foster a first-class business environment for all collaborators in the cruise industry [2]

Core Insights - The cruise industry is experiencing a rapid recovery, highlighted by the departure of the "Dream" cruise ship from Tianjin with over 2,200 passengers from various countries [1] - The National Immigration Administration of China has been optimizing measures to facilitate foreign personnel entering China, contributing to the resurgence of the cruise sector [1] Industry Summary - The "Dream" cruise ship embarked on a 6-day, 5-night journey to Japan and South Korea, marking a significant event in the cruise industry [1] - Since January of this year, the Tianjin Border Inspection Station has processed over 150 cruise ships, with more than 370,000 inbound and outbound passengers, including over 10,000 foreign travelers from countries such as the United States, Russia, and Mongolia [1]

Group 1 - Norwegian Cruise Line Holdings (NCLH) stock price fell by 7.6% in early trading on Tuesday [1] - The company reported third-quarter revenue of $2.94 billion, which was below the FactSet consensus estimate of $3.02 billion [1]

Financial Data and Key Metrics Changes - The company achieved the highest quarterly revenue in its history, with adjusted EBITDA reaching approximately $1 billion for the first time [6][22] - Load factor finished at 106.4%, exceeding expectations, driven by strong demand, particularly from families [6][22] - Adjusted EPS came in at $1.20, exceeding guidance by $0.06, while adjusted net income was $596 million [23][22] - The trailing 12-month adjusted operational EBITDA margin reached 36.7%, an improvement of 220 basis points from the previous year [6][27] Business Line Data and Key Metrics Changes - The Norwegian Cruise Line brand focused on enhancing family appeal, resulting in increased bookings and higher load factors [10][11] - Oceania Cruises and Regent Seven Seas Cruises are positioned to capture growing luxury spending, with leadership changes aimed at driving growth [18][19] Market Data and Key Metrics Changes - Bookings in the third quarter were up over 20% year-over-year, marking the strongest third-quarter bookings in company history [7][38] - The company expects load factors to improve by over 100 basis points year-over-year to nearly 102% in the fourth quarter [15][22] Company Strategy and Development Direction - The company is committed to balancing return on investment with customer experience, focusing on delivering exceptional vacations and strengthening its balance sheet [5][6] - A three-part commercial strategy is being executed to drive yields and profitability, focusing on families, brand positioning, and enhancing guest experience [10][11] - Significant investments are being made in Great Stirrup Cay, including a new waterpark, to attract more families and enhance the guest experience [12][17] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving full-year adjusted EBITDA guidance and raised adjusted EPS guidance, reflecting strong customer demand and operational execution [5][6] - The company anticipates continued strength across all three brands in 2026, with capacity growth of approximately 7% [31][32] Other Important Information - A landmark agreement with Repsol for supplying renewable marine fuels at the Port of Barcelona was announced, highlighting the company's commitment to sustainability [9] - The company completed a capital market transaction that reduced shares outstanding by over 38 million, improving adjusted EPS [8][28] Q&A Session Summary Question: Impact of family mix shift on yields for next year - Management indicated that while attracting more families may bring slightly lower pricing, they expect to continue growing yields in the low to mid-single digits [35] Question: Clarification on bookings increase - Bookings were up 20% for the entire third quarter and continued into October, with growth seen across all three brands [38] Question: Promotional environment in the Caribbean - Management noted that they are not seeing anything unusual in the promotional landscape, allowing for expected yield increases [44] Question: Strategy to absorb Caribbean capacity growth - The company is focusing on consumer demand and marketing strategies, with significant investments in Great Stirrup Cay expected to drive demand [46] Question: Yield guidance and cost dynamics - Management reiterated confidence in achieving yield growth of 3.5%-4% in the fourth quarter, despite some headwinds from increased family bookings [56] Question: Booking trends and pricing across itineraries - Management reported strong pricing across the board, with good strength in both family and luxury segments [62]

Financial Data and Key Metrics Changes - The company achieved the highest quarterly revenue in its history, with adjusted EBITDA reaching approximately $1 billion for the first time [5][21] - Load factor finished at 106.4%, exceeding expectations, driven by strong demand, particularly from families [5][20] - Adjusted EPS came in at $1.20, exceeding guidance by $0.06, and trailing 12-month adjusted operational EBITDA margin reached 36.7%, an improvement of 220 basis points year-over-year [6][21] Business Line Data and Key Metrics Changes - The NCL brand saw stronger-than-anticipated demand from families, contributing to net yield growth of 1.5% [5][20] - Bookings in the third quarter were up over 20% from the previous year, marking the strongest third-quarter bookings in company history [6][35] - Pre-cruise sales reached all-time high levels, driving higher onboard revenue and guest satisfaction [8] Market Data and Key Metrics Changes - The company is focusing on enhancing its Caribbean presence and increasing short sailings, which are expected to drive higher load factors [13][14] - The fourth quarter is projected to have the highest mix of short sailings since 2019, with Caribbean deployment moving to over 50% of total capacity [13][14] Company Strategy and Development Direction - The company is committed to balancing return on investment with return on experience, focusing on delivering exceptional vacations and strengthening its balance sheet [5][6] - A three-part commercial strategy is being executed to drive yields and profitability, focusing on families as a core demographic, strengthening brand positioning, and elevating guest experience [9][10] - Significant investments are being made in Great Stirrup Cay, including new amenities and a waterpark, to enhance guest experience and drive demand [11][12][54] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ongoing strength of consumer demand and the positive momentum expected to continue into 2026 [30] - The company anticipates load factors to improve year-over-year, reaching at least 105% in 2026, driven by increased family dynamics and new amenities [30][50] - Management reiterated the focus on cost control, expecting adjusted net cruise costs to remain flat or increase only slightly, well below inflation [22][24] Other Important Information - A landmark agreement with Repsol for supplying renewable marine fuels at the Port of Barcelona was announced, highlighting the company's commitment to sustainability [8] - The company completed a capital market transaction that reduced shares outstanding by over 38 million, improving adjusted EPS [7][27] Q&A Session Summary Question: Insights on yield impact from family mix shift - Management indicated that while attracting more families may bring slightly lower pricing, they expect to continue growing yields in the low to mid-single digits [32][33] Question: Clarification on booking growth - Bookings were up 20% for the entire third quarter and continued into October, with growth seen across all three brands [35] Question: Promotional environment in the Caribbean - Management noted that the promotional landscape is normal and not unusual, allowing for a projected yield increase of 3.5%-4% in Q4 [36][37] Question: Strategy for absorbing Caribbean capacity - The company is focused on creating brand constructs and marketing vehicles to appeal to demographics interested in the Caribbean, with significant investments in Great Stirrup Cay [38][39] Question: Cost dynamics with occupancy increase - Management confirmed that they continue to see margin expansion and improved unit costs, with a focus on maintaining guest satisfaction [56]

Core Points - The Tianjin port has seen a significant increase in cruise activity this year, with over 150 cruise ships and more than 370,000 passengers recorded [1][2] - The "Dream" cruise ship recently departed from Tianjin with over 2,200 passengers for a six-day trip to Japan and South Korea [2][3] - The East Jiang Border Inspection Station has implemented various measures to ensure efficient customs clearance and enhance passenger experience [2][4] Group 1 - The total number of inbound and outbound cruise ships at Tianjin port has surpassed 150, with over 370,000 passengers, including more than 10,000 foreign travelers from countries such as the USA, Russia, and Mongolia [1] - The East Jiang Border Inspection Station has coordinated with various stakeholders to manage peak passenger flow effectively, including opening additional inspection channels to reduce waiting times [2] - Special services have been established for vulnerable groups, including elderly, disabled, and pregnant passengers, to facilitate smoother customs procedures [2][4] Group 2 - The East Jiang Border Inspection Station has deployed autonomous monitoring robots and enhanced smart surveillance systems to improve safety and operational efficiency at the port [4] - Future plans include further optimizing customs processes and enhancing passenger services to boost the competitiveness of Tianjin port and support the recovery of the cruise industry [4]