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The recovery and prosperity of the tourism industry is a long-term trend
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December 7,The Comprehensive Team of the Joint Prevention and Control Mechanism of the State Council issued the "Notice on Further Optimizing and Implementing the Prevention and Control Measures for the New Coronavirus Epidemic" (hereinafter referred to as ";New Ten Articles”),No longer checking nucleic acid test certificates and health codes for people traveling across regions,No landing inspection will be carried out,Asymptomatic、Mild symptoms can be stayed at home。Travel restrictions that have been tightened over the past three years are further relaxed,Basically back to pre-epidemic levels。

As soon as the news comes out,The tourism industry is booming。Further relaxing of policies in various places,OTA search volume surges,Cultural tourism stock price rises again。

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Further relaxing of policies in various places

According to incomplete statistics,Nearly 20 provinces and cities across the country have adjusted relevant measures,Nearly 50 cities have announced the elimination of nursing homes、Outside hospitals and other special places,Nucleic acid test negative certificates will no longer be checked in other public places.

Chartering flights abroad to grab orders has become a trend,Zhejiang officials took the lead in organizing the first overseas tour group after the epidemic。Then,Including Sichuan、Guangdong、Chartered flights from many places including Jiangsu and Fujian to go abroad to grab orders。

Early morning on December 4th,A team composed of relevant leaders from the Zhejiang Provincial Department of Commerce and other provincial departments are driving to the airport,Start a 6-day trip to Europe。This European trip is the first group led by the provincial commercial department to go abroad,It is also the first tour group sent from China to overseas after the outbreak of the epidemic in 2019。Followup,Zhejiang Province will charter flights、Matching、Flights and other modes have organized more than 10,000 companies to participate in economic and trade activities abroad。

December 5,Business charter 188bet online sports betting flight organized by the Sichuan Provincial Department of Commerce“Group to go overseas”Going to Europe to expand market activities,40 people from 31 foreign trade companies flew to France、Germany、Italy,Carry out a 9-day economic and trade promotion activity。This is the first overseas business group organized at the provincial level in Sichuan since the epidemic。

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Sichuan organizes foreign trade companies to go overseas“Grab an order” Source: Internet

Securities Times News,According to incomplete statistics,Zhejiang、Sichuan、Guangdong、Relevant government departments in Jiangsu and Fujian and other places have organized groups to go overseas“Grab an order”’s action,It is expected that more provinces and cities will join the overseas expansion in the future“Grab an order”list。

Profit from popular tourist cities with tourism as an important pillar。called“Oriental Hawaii”Sanya is one of them。

Sanya“People coming from outside the province (returning to Sanya) will no longer be subject to classified management”After the policy is released,The number of searches for air tickets to Sanya within two hours increased by 166% compared with the same period the previous day。One day after the news was released,The number of hotel room nights booked in Sanya increased by 95% month-on-month。

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Sanya air ticket and hotel bookings surged three times. Source: Qunar Travel

In addition,Guangzhou、Zhengzhou、Shenzhen、The number of ticket orders for scenic spots in Chongqing and other cities has also increased significantly。

Guangzhou Daily data display,Nearly a week,Guangzhou scenic spot ticket order volume hits 235% month-on-month;Zhengzhou scenic spot ticket order volume increased by 300% month-on-month;Shenzhen scenic spot ticket orders increased by 80% month-on-month;Chongqing scenic spot ticket order volume increased by 59% month-on-month……

OTA

Jijiu search volume and visit popularity skyrocketed

“New Ten Articles”After release,Including Ctrip、Tongcheng Travel、Where to go、Tuniu Travel Network、The instant search volume of machine wine on many OTA platforms including Mafengwo and others has surged,Visit popularity has skyrocketed to varying degrees,The number of order bookings has also increased significantly。

Transportation,Air tickets、The search volume for train tickets and other services has surged to varying degrees on different platforms。

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Nucleic acid certificates will no longer be checked when taking the train Source: China Railway

The search volume for air tickets and train tickets on different platforms has different growth rates,The search volume for air tickets on some platforms is higher than that for train tickets。Among them,The instantaneous search volume for same-trip air tickets increased by 438% compared with the same period the day before,Instant search volume for train tickets increased by 276%;Qunar.com instant search volume for air tickets increased 7 times,Train ticket search volume increased by 5 times,Instant search volume for air tickets reaches pre-epidemic levels。

On another part of the platform, the search volume for train tickets is higher than that for air tickets.December 7,The search volume for air tickets on the Flight Manager platform increased by more than 5% compared with the same period the previous day.4 times,The search volume for train tickets on the High Speed ​​Rail Guanjia platform increased by more than 5% compared with the same period the previous day.9 times。The search volume for air tickets and train tickets has reached the peak this year。

The travel time is concentrated on the eve of the Spring Festival,The upcoming New Year’s Day holiday“Voice”Poor。Ctrip data display,“New Ten Articles”The instant search volume for air tickets increased by 160% after the release,Among them,The search volume for air tickets on the eve of the Spring Festival (the 25th of the twelfth lunar month - New Year’s Eve) has reached the highest point in three years。

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On the eve of the Spring Festival, search volume for air tickets rose to the highest point in three years. Source: Ctrip

“It is early December,Until January next year,More cities can resolutely implement‘New Ten Articles’’s landing,There will be a peak in travel during the New Year。”Duomiyou CEO Chen Chao told Zhihui,“As long as there is smooth flow across the country,The user’s willingness to travel will be restored。Just unblocked now,Some people are under observation period,Worried about the risk of medical shortage caused by the virus,So everything needs a time window to adapt。”

Hotel accommodation,In the past week, the order volume of hotels and packaged travel products has increased significantly from the previous week。Tuniu Travel Network data display,The order volume in the past seven days (December 1st - December 7th) increased by 72% compared with the previous seven days (November 24th - November 30th)。Among them,Order volume for packaged travel products increased by 78% month-on-month,Hotel order volume increased by 81% month-on-month。

After the increase in pre-orders,The specific profit situation depends on the write-off data。Chen Chao has newly expanded the Douyin wine and travel supply chain business this year,According to the data of Shanghai Peace Hotel, the booking volume is very high。Chen Chao’s explanation,High booking volume means the product is good、User accepts,However, specific write-offs also require favorable prevention and control policies。

In addition, vacations in overseas markets have also made new breakthroughs.“There are also users planning to go abroad during the winter vacation,European Market Hotel is now fully booked,It’s almost hard to find a room in a good hotel。Benefits of domestic policies,It also encourages qualified families to take the lead in traveling abroad。”Chen Chao is confident about this,“As long as there is market confidence,Policies continue to be liberalized,I believe tourism will recover slowly,But it must be a step-by-step process。”

Stock Market

Many stocks in the cultural and tourism sector surged again

“New Ten Articles”After release,Many stocks in the cultural and tourism sector surged again。As of 15:00 on December 7, Beijing time,Guilin Tourism 10.04%、Qujiang Cultural Tourism 10.03% and other multi-stock daily limit,China Youth Hostel、STCaesar、Western Region Tourism and other stocks recorded gains of more than 5%。

In fact,This is not the first time that stocks in the cultural tourism sector have surged recently。As early as a week ago on November 29th,The cultural and tourism sector once experienced a surge,Including Guilin Tourism、Jiuhua Tourism、Tianmu Lake、China Youth Hostel、Tibet Tourism、Emeishan A、Many stocks, including Huangshan Tourism, have reached their daily limit。For details, please click "Many stocks in the cultural and tourism sector have hit their daily limit, good news? Still need to wait and see》View one article.

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November 29,Many stocks in the cultural and tourism sector have reached daily limit. Source: Internet

At that time, almost no one in the industry was optimistic about this。Since last Monday,The tourism sector of the A-share market has increased by more than 17%,Become one of the top ten gainers in the industry sector。With the further relaxation of policies and the continued performance of the cultural tourism sector,The industry’s optimistic voice is getting stronger。

Write at the end

The recovery and prosperity of the tourism industry is a long-term trend

“New Ten Articles”After release,Except restaurants、Cinema、KTV and other indoor venues require a 48-hour nucleic acid test negative certificate and a high level、But we must return to before the epidemic,Travel restrictions due to the epidemic have almost been lifted。But we must return to before the epidemic,Still takes some time。

On the one hand,Depends on the speed and intensity of local implementation of national policies。At present,Most regions and cities in the country have adopted varying degrees of ";Relax”Policy。For example,Cancel the inspection of negative nucleic acid test certificates and health codes for passengers entering Beijing,No more implementation“Three inspections in three days”;Hangzhou Metro、Public transportation no longer checks health codes, etc.。

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Hangzhou public transportation no longer checks health codes. Source: Internet

On the other hand,Depending on the reduction of national fear of the virus and the recovery of tourists’ confidence in travel。Discovered based on relevant online public opinion and interviews,Most citizens still have varying degrees of fear about the new coronavirus,Ibuprofen sold out、Many cold medicines sold out、Hangzhou’s popular anti-coronavirus Chinese medicine prescriptions and other topics frequently appear in hot searches。Under the topic #Do you have any travel plans for New Year’s Day#,There are very few netizens who are cheering and ready to go out,Most of them are full of fear of going out for fun。

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Ibuprofen is being snapped up. Source: Internet

Followup,Governments at all levels have;New Ten Articles”’s publicity,Not only should it be implemented in“Upload and download”and“Reduce code step by step”Level,It should also be implemented to change the thinking mode of grassroots cadres as soon as possible,To popularize the public’s current understanding of the new coronavirus。All types of media at all levels should coordinate with governments at all levels,Do a good job in policy publicity and popularization of current virus knowledge,Eliminate the national fear of the new coronavirus as soon as possible,Regain the confidence of normal life。

Specifically speaking about cultural tourism,Liu Zhaohui, chairman of Zhihui Group, is optimistic about this。“Cultural tourism is a very resilient industry,Just let go,Market flexibility is still there。”He thinks,Cultural travelers must prepare four conditions to welcome the recovery of the cultural tourism market。First, destination resource operation and maintenance and reception capabilities,Need to activate resources,Making up for the lack of operational capabilities;The second is the elastic supply and financial guarantee of the supply chain,The elastic supply of the supply chain requires a large amount of working capital,It is urgent to solve the problem of tight capital chain in the cultural tourism industry in recent years;The third is to continue to invest in the development of updated products,Find new&ldquo in time;Industry + Cultural 188bet app Tourism”Investment Balance Mode,such as energy、Industrial、Rural Revitalization、Culture、The sum of sports, culture and tourism;The fourth is the guarantee of the talent system,Three years of epidemic have caused a double lack of existing cultural tourism talents and efficient cultural tourism talent reserves in the market,It is urgent to solve the talent shortage problem caused by the three-year epidemic。

“As people and people、Important scene of communication between countries,Travel is indispensable,It is also an important source of happiness in life。The recovery and prosperity of tourism is a long-term trend,Won’t be hindered by short-term twists and turns,We deserve to have faith and patience。”Liang Jianzhang, Chairman of the Board of Directors of Ctrip Group, said recently。

 
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