★Under the normalization of epidemic prevention, this year's National Day travel presents "new changes".
Short-cycle travel demand highlights
"Improvised vacation" has become a new trend for National Day
On September 27, Meituan released the "National Day "Improvised Vacation" Report. The "Report" shows that this November, "improvised vacations" based on the characteristics of "temporary decision-making, local exploration, and niche gameplay" will become a new trend in the National Day holiday.
data shows that under the normalization of epidemic prevention, the time for tourists to travel decision-making has been significantly shortened, and the "temporary" characteristics of travel during long holidays have become more and more obvious. According to the National Day travel survey, more than 50% of tourists choose to make temporary plans within three days before or even on the day of travel.
In response to the local festival requirements, the travel radius of tourists has been shortened year-on-year. According to the booking data of tuniu travel website as of September 21, during the National Day, local tours and surrounding tours accounted for 64%, and long-term tours accounted for 36%. In terms of the number of travel days, 1- to 2-day trips accounted for the first, accounting for 35%; followed by 3- to 4-day trips, accounting for 28%. Local tours and surrounding tours are the mainstream of this year's National Day tourism consumption. The booking consideration cycle is shorter and the demand for fragmented travel is more prominent.
(Data source: Tuniu Travel Network)
In addition, the niche games and treasures in and around the city have received extensive attention, and getting close to nature and improvising vacations has become the first choice for many tourists to avoid crowds. Dianping data shows that the search popularity of " country park ", "camping", "climbing" and "paddle board" has increased significantly month-on-month.
East China travel enthusiasm
Self-driving tour has become the majority choice Top 10 cities of popular tourist source cities” list. Since the summer vacation, the citizens of Shanghai have been very willing to travel, and the enthusiasm of citizens of Nanjing, Hangzhou, Hefei, Changzhou, Wuxi and other cities in East China to travel on National Day should not be underestimated.
In terms of travel mode, self-driving travel has become the first choice for most tourists. Among the bookings that only count packaged travel products, the proportion of tourists who choose to travel by car is as high as 43%. The bookings of self-driving tour products in theme parks such as Guangzhou Chimelong, Shanghai Disneyland, Beijing Universal Resort , and Jiangsu Garden Expo Park , Qiandao Lake , Tianmu Lake and other leisure and holiday attractions continued to grow. In addition, the second option for tourists to travel is independent travel, accounting for 28%.
(Data source: Tuniu Travel Network)
predicts that the National Day return trip is expected to start in October 2022 according to the "2022 National Day Holiday Travel Forecast Report" jointly released by Baidu map, Mafengwo , Carrot Run, Baidu Encyclopedia Starting from the 4th, there will be a small peak of high-speed congestion on the same day from 15:00 to 17:00 every day in the middle and late period of the holiday.
The popularity of "camping style" has not diminished
As local tours and surrounding tours have become the main theme of this year's travel, the scenic spots in the city are expected to receive more attention . Baidu Maps "Report" predicts that Hangzhou West Lake, Shanghai Disneyland, Canton Tower , Qiandao Lake, Shenzhen Bay Park , Palace Museum , Wutai Mountain , Xi'an City Wall , Chongqing Hongya Cave and China Dinosaur Park , It will become the top ten most popular tourist attractions in the country. In terms of
long-distance travel, according to the data of Tuniu.com, Lijiang, Dali , Shangri-La , Xishuangbanna and other rankings are relatively high, which shows the attractiveness of Yunnan to long-term travel users.
Since the beginning of this year, the popularity of "camping style" has not diminished. "The first time camping in autumn" is one of the most popular ways to play outdoors during the National Day holiday. According to the Baidu Map "Report", tourists from first-tier and new first-tier cities are highly receptive to outdoor activities, contributing 45% and 28% of the total tourists respectively. Surrounding campsites are hot, with Beijing Sunlight Valley Campground, Huzhou Anji Xiaohangkeng Camp, Guangzhou North Latitude 23°8 Forest Camp, etc. all on the popular forecast list.
(Data source: Baidu map )
The long-term tourism restoration trend is clear
5 shares are expected to grow rapidly in the whole year
CITIC Securities said that the current mainland continues to clear the epidemic situation dynamically. Since late August, scattered epidemics have repeatedly occurred in many places across the country . The overall performance of the travel market during the 11th holiday is expected to be flat, but the follow-up repair trend is still clear. In terms of investment, it is recommended to give priority to companies with strong valuation capabilities and long-term logic in post-pandemic performance.
Securities Times ·Databao statistics, according to the agency's forecast target price and the latest price difference of stocks , there are a total of 15 leisure service concept stocks with room for growth in the market outlook. Among them, Career International, Fengshang Culture, Jinling Hotel ranked high, and the latest price was more than 45% lower than the target price; BTG Hotel, Songcheng Performing Arts and Guilin Tourism also had more than 30% growth potential. In terms of
's attention, CDF China attracted the most attention, with a total of 45 institutions participating in the company's rating; BTG Hotel, Jin Jiang Hotel , Songcheng Performing Arts and Career International followed closely, and rating agencies all had more than 30 rating agencies. Affected by the repeated epidemics, the interim reports of listed companies generally performed poorly. The agency predicts that the annual performance of Jin Jiang Hotel, Fengshang Culture and Jinling Hotel is expected to double, and the Sante Ropeway and Zhongxin Tourism will achieve a year-on-year growth of more than 50%.
declares: All the information content of Databao does not constitute investment advice, the stock market is risky, and investment should be cautious. Responsible editor of
: Zhou Sha
Beauty editor: Zhao Faxin
Reviewer: Zhu Tianting
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