以下文章来源于旅界 ，作者需要铂金包的妈咪 本文来自微信公众号： 旅界 ，作者：需要铂金包的妈咪，题图来自：视觉中国 前段时间，家在成都的闺蜜谭小姐一直在和我抱怨一件事： 这秋假来了，孩子到底怎么办呢？ 她一边吐槽，一边在语音里狠狠骂了几句，说政策制订得太不接地气，孩子放了假，家长却没假，公 司项目推进受影响，学校还要补假安排，全乱套了。 我听完也觉得她不容易，安慰了几句，还顺嘴劝她要不就在成都附近找个地方遛遛孩子，换个环境轻 松一下。 旅界 . 跟踪时代浪潮，讲述文旅商业好故事。 结果没过两天，她朋友圈跳出一张图，背景赫然是上海迪士尼，夜幕下的奇幻城堡正放着烟火，孩子 戴着米奇耳朵，身后还有密密麻麻的人正往疯狂动物城方向涌。 一 我当时感觉很好笑，立刻发语音问她不是在骂秋假吗，怎么人已经飞到魔都了。 她说，打不过就加入呗，成都秋假太卷了，临时起意订了票，飞迪士尼放松一下。 孩子开心，她也暂时不想再骂政策了。 后来几天，"全国多地景区长满小学生"等新闻接连刷屏。 成都飞三亚的机票在秋假首日飙到6000元，机票涨幅堪比国庆。 航旅大数据平台也发布了监测，11月中旬的某些热门航线出现集中售罄，机票均价同步抬升，成 ...

流动消费的增量首先来自于机票、酒店和景区等旅游消费。美团旅行数据显示，十五运会期间，前往广 州、深圳、珠海等赛事主要承办城市的机票预订量同比增长26%。其中，广州、深圳机票预订增速尤为 显著，分别增长28.8%和18.4%。酒店的入住率同样因全运会吸引的参赛、观赛人群而上涨。同程旅行 数据显示，男子400米自由泳决赛期间，深圳大运中心周边5公里范围内的部分酒店热门房型已经售罄； 乒乓球男子和女子单打1/16决赛期间，酒店预订热度同比增长超过52%。途家数据显示，11月9日至21 日全运会举办期间，广州、深圳、汕头、珠海、佛山等地民宿预订高涨，其中汕头订量同比增幅超 30%。去哪儿数据显示，闭幕式举办地深圳市酒店订单量同比增长近20%，其中拥有大运中心体育馆的 龙岗赛区成为全市预订量最高的商圈，预订量较去年同期或增1.25倍。 在商品消费上，全运会吉祥物喜洋洋和乐融融因网友的二创传播，热度持续升温，火爆全网。喜洋洋乐 融融火出圈，带动周边商品火爆，尤其像醒狮挂饰、十二生肖盲盒等，线上线下都出现卖断货的情况， 抖音商城相关人士表示，有些款式直播间下单后要较长时间才能发货。 好的吉祥物IP，不仅能极大推高赛事传播声 ...

资料显示，同庆楼餐饮股份有限公司位于安徽省合肥市包河区马鞍山中路，成立日期2005年1月31日， 上市日期2020年7月16日，公司主营业务涉及餐饮服务、婚庆服务、酒店住宿以及食品业务。主营业务 收入构成为：餐饮及住宿服务88.24%，食品销售11.38%，其他(补充)0.38%。 同庆楼所属申万行业为：社会服务-酒店餐饮-餐饮。所属概念板块包括：预制菜、小盘、基金重仓等。 截至9月30日，同庆楼股东户数1.51万，较上期减少0.55%；人均流通股17244股，较上期增加0.56%。 2025年1月-9月，同庆楼实现营业收入18.96亿元，同比增长1.66%；归母净利润3019.76万元，同比减少 63.79%。 分红方面，同庆楼A股上市后累计派现2.50亿元。近三年，累计派现1.57亿元。 11月17日，同庆楼盘中上涨2.05%，截至13:18，报20.43元/股，成交3985.94万元，换手率0.76%，总市 值53.12亿元。 机构持仓方面，截止2025年9月30日，同庆楼十大流通股东中，中庚价值品质一年持有期混合 （011174）位居第六大流通股东，持股630.98万股，相比上期增加28.47万股。易 ...

Core Insights - The tourism market in Hainan is experiencing significant growth, with a total of 75.51 million visitors in the first three quarters of the year, representing an 8% year-on-year increase [3] - The total expenditure by tourists reached 164.71 billion yuan, marking a 9.5% increase compared to the previous year [3] - The hotel occupancy rate in Sanya remains high, with over 90% occupancy and an average rate of 94% last year, indicating strong demand from international tourists [2] Tourism Trends - The winter tourism season has prompted airlines to increase flight frequencies to Sanya and Haikou, with ticket bookings for Sanya and Haikou rising by 79% and 42% respectively [3] - Various cultural and sports events are being organized to attract visitors, including the AI concept national style musical "Heart of Dongpo" and multiple concerts featuring popular artists [4] - Hainan is actively promoting its tourism offerings internationally, with events held in London and Xinjiang to engage with European and Northwest Chinese markets [4] Market Strategy - The provincial tourism and cultural department aims to enhance the integration of cultural and tourism sectors, leveraging Hainan's warm winter climate and high-quality services to establish it as an international tourist destination [4] - The focus is on creating a vibrant tourism environment through diverse activities and events, appealing to a wide range of visitors [4]

尽管游客众多导致园内拥挤。但景区的仍旧热度不减，打开购票小程序显示，11月12日至22日的指定日门票全部显示"售罄"。 | | | | 2025年 11月 | | | | --- | --- | --- | --- | --- | --- | | 日 | | וו | 三 | 五 | 六 | | | | | | | 1 | | 2 | က | 4 | | 5 6 7 8 | | | 9 | 10 | 11 | 12 13 | 14 | 15 已售罄 | | 16 已售罄 | 17 已售罄 | 18 已售罄 | 19 20 已售罄 已售罄 | 21 已售罄 | 22 已售罄 | | 23 ¥1360 | 24 ¥1259 | 25 ¥1199 | 26 27 ¥1199 ¥1199 | 28 ¥1360 | 29 ¥1512 | | 30 | | | | | | ¥1360 每经编辑｜许绍航 "早上7点就来排队入园，结果9点多还在绕湖"。 图：网友分享迪士尼人流量图片 近日，不少家长在社交平台上分享了迪士尼"大排长龙"的场景，部分家长表示，自己早早进入园区，但排队许久，连景区的门都还没进。 进入园区后，人挤人现 ...

Group 1 - The 15th National Games is currently being held in the Guangdong-Hong Kong-Macao Greater Bay Area, with expectations of attracting over 100,000 visitors to Hong Kong, boosting consumption in dining, accommodation, and retail sectors [1] - Hotels in Hong Kong have seen a significant increase in occupancy rates since early October, indicating a strong demand during the National Games period, even in a typically off-peak month like November [3] - The general manager of a hotel in Hong Kong noted that the demand during the National Games is at a very considerable level, signaling a positive performance for the tourism industry and strong signals for economic recovery and growth in Hong Kong [5] Group 2 - The National Games is viewed as an opportunity to upgrade and develop the tourism industry, showcasing a new "Sports + Tourism" model that demonstrates vibrant potential [7] - Local travel agencies in Hong Kong have launched various packages combining event tickets with local attractions, offering customized services to enhance visitor experiences and drive industry upgrades [9] - National Committee member Cai Rongxing highlighted the increased foot traffic benefiting the tourism, hotel, and dining sectors, emphasizing the synergistic effect of "Sports + Tourism" and creating more collaboration opportunities for the Greater Bay Area [11] Group 3 - In Macao, the "event economy" has similarly boosted cultural and tourism consumption, creating new integrated experiences for spectators and tourists [11] - The Macao competition area has developed new integrated experience scenarios, aligning with the goal of "event-driven tourism transformation" [13] - The director of the Macao Museum introduced cultural exhibits during the National Games, promoting Macao's intangible cultural heritage and offering city cultural tours to participants [17] Group 4 - The Macao competition area promotes a model where "the venue is a tourist attraction, and watching the event is tourism," providing a comfortable and professional experience for all participants [19] - The Macao government has organized large-scale events like the Macao Grand Prix and food festivals to create a diverse "cultural, sports, and tourism" experience for citizens and visitors [20] - The atmosphere during the National Games has been lively, attracting significant crowds to Macao, including sports enthusiasts and participating delegations, contributing to a positive sentiment among the public [20]

11月12日至14日，四川全省以及广东佛山中小学生迎来首个官方秋假，与随后周末连休可形成5天假 期。更早前，于今年10月初，浙江成为全国首个全面推行中小学春秋假制度的省份，其中宁波、湖州、 嘉兴、金华、台州等地普遍将秋假时间安排在11月上旬和中旬。 这波集中出游的需求，让一名旅游从业者感慨，"比国庆还火"。 景区"长满"小朋友，秋假热度堪比国庆 "从10月中开始，订单就陆续多起来了，特别是11月10号之后，又迎来了一波预订。"一四川阿坝毕棚沟 民宿房东李亮称。 每年10月底到11月中旬，毕棚沟以及周边四姑娘山由于秋林、雪山交叠景观，都会吸引游客前来，但李 亮直言，今年的客流量明显高于往年。"今年多了个'秋假'，这一周我家8间房全都订满了。" 史上首个秋假，让原本的"淡季"变成了"旺季"。 11月13日，"成都飞三亚票价飙至6000元"话题冲上热搜，起因是有消费者在11月11日准备为孩子规划秋 假旅行，却发现仅剩部分可售机票，且最高价格高达6000多元，而此前国庆节同一线路仅需一千多元。 机票飙涨的行情，或与近期中小学"秋假"集中落地有关。 最近，全国各地的景区与主题乐园活跃着大批中小学生的身影。 时代财经观察 ...

Core Insights - The hotel investment trend is shifting towards Guiyang, the capital of Guizhou province, as investors are increasingly attracted to its growing market potential [2][4][5] Market Performance - Guiyang's hotel market is showing strong performance with a 40% year-on-year increase in accommodation demand during the summer of 2025, and an average occupancy rate exceeding 85% [3][7] - The core area of Guiyang has seen hotel occupancy rates consistently surpassing 90% [6][8] Supply and Demand Dynamics - Despite the surge in demand, the supply of hotels in Guiyang remains limited, with only 2,922 hotels available as of August this year, and a low chain hotel penetration rate of 3.58% for economy hotels [11][10] - The market is experiencing a structural opportunity with demand outpacing supply, particularly in the mid-to-high-end hotel segment [15][12] Market Structure and Trends - The hotel market in Guiyang is transitioning from economy to mid-to-high-end offerings, with approximately 25% of hotels classified as high-end and 60% as mid-range [12][14] - In the past three years, 1,262 new hotels have opened, with a significant number being economy hotels, indicating a shift in market dynamics [13][14] Investment Opportunities - The local government has implemented supportive policies to boost the development of mid-to-high-end hotels, including financial incentives and land use innovations [18][19] - International hotel brands such as Hilton and Marriott have accelerated their entry into the Guiyang market, indicating strong investor interest [20][21] Competitive Landscape - The competitive environment is intensifying as new entrants may resort to price cuts and promotions to attract customers, which could pressure existing hotels [28] - The overall hotel operating data in the Southwest region is below the national average, highlighting the need for improved operational efficiency [28] Future Outlook - Guiyang's hotel market is poised for growth, but investors must adopt a long-term perspective and focus on creating differentiated offerings to achieve sustainable returns [30][31]

价格指标转正，出行链怎么看 20251111 摘要 双节效应推动出行产业链，机票和酒店价格上涨，酒店板块表现突出， 头部公司 ADR 在非旺季持续增长，为 2023 年四季度以来首次。 陕西旅游 IPO 过会，为 827 新政后首家，反映消费类企业 IPO 审核环境 改善及资本市场对文旅消费领域支持力度提升，标志文旅行业迎来新契 机。 酒店行业自 2023 年以来恢复度提升，华住、亚朵经营水平提高，锦江 酒店在 2024 年 Q4 触底后显著改善，Q3 数据触底回升，10 月数据进 一步改善。 酒店行业供给端增速放缓，头部公司新开店数量减少，物业租金下降吸 引新投资者，但供给增加和需求走弱导致行业盈利能力下降，中低端市 场增速放缓。 锦江酒店通过人员优化、控费、直营店减亏和租金减免等措施，业绩超 预期，收益管理策略见效，组织架构调整和会员系统改善，预计 2025 年业绩可达 15 亿元。 Q&A 今年 10 月份 CPI 同比转正，机票和酒店价格均有增长，这对出行产业链的影 响如何？ 酒店行业整体恢复情况如何？ 从我们跟踪的数据来看，自 2023 年以来，相较 2019 年的恢复度有所提升。 例如，华住、亚朵 ...

Core Insights - The financial performance of 44 A-share cultural tourism companies for the first three quarters of 2025 shows a mixed outlook, with only 20 companies reporting revenue growth while 24 experienced declines, indicating ongoing downward pressure in the cultural tourism market [1][2][3] Revenue Performance - The top three companies by revenue are China Duty Free Group (CDFG) with 39.86 billion, Yuyuan Group with 28.4 billion, and Overseas Chinese Town A with 17.03 billion [1] - Among the 44 companies, Tianfu Culture reported the highest revenue growth at 69.32%, followed by Dafeng Industrial at 45.20% and Fengyuzhu at 38.88% [2][3] - Conversely, Oriental Garden, Lingnan Holdings, and Yunnan Tourism faced the most significant revenue declines, with decreases of 77.18%, 68.75%, and 58.72% respectively [3] Profitability Analysis - China Duty Free Group, Jinjiang Hotels, and Songcheng Performance reported the highest net profits of 3.464 billion, 799 million, and 793 million respectively [3] - A total of 28 companies reported positive net profits, while 16 companies incurred losses, with the largest losses recorded by Overseas Chinese Town A at 5.459 billion, Yuyuan Group at 738 million, and Yingxin Development at 500 million [3][4] Sector Breakdown - In the tourism attraction sector, the top three companies by revenue are Songcheng Performance, Huangshan Tourism, and Xiangyuan Culture, with revenues of 1.833 billion, 1.535 billion, and 844 million respectively [5] - The performance of tourism supply chain companies is highly variable, with the overall sector facing challenges due to a downturn in tourism investment [19] Market Trends - The cultural tourism market is experiencing significant changes, with companies like Songcheng Performance struggling due to reliance on traditional tourist patterns, while others like Xiangyuan Culture are adapting to new market demands [10][12] - The shift in consumer preferences towards leisure and relaxation experiences is impacting revenue generation across various tourism sectors [12][18]