中国经济学_中国旅游经济_从 “中国制造” 到 “中国旅游”
2025-06-09 01:42
更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha 04 Jun 2025 22:47:21 ET │ 11 pages China Economics The China Travel Economy: From "Made in China" to "Travel in China" CITI'S TAKE The government appears to be looking at services exports via "Travel in China" as a potential offset to tariffs on "Made in China" goods exports. "China travel" is macro relevant now, generating revenues of US$94bn or ~0.5% of GDP in 2024, up 78%YoY. Extrapolating 25Q1's strength and considering further policy support, we estimate inbound travel r ...