
国庆假期期间,全国消费市场持续升温,从重点商圈到乡村大集,餐饮住宿到文旅体验,烟火气折射出假日消费潜力。景区从卖门票转向卖体验,沉浸式项目和新业态拉长消费链条,推动过夜深度度假模式,带动住宿、餐饮等相关行业增长,成为扩内需稳增长的重要支撑。
AI-generated summary
国庆假期是中国重要的旅游和消费高峰期,各地景区和商圈传统上依赖客流带动消费。近年来,随着消费升级和旅游需求变化,单纯的观光模式难以满足游客期待,文旅融合和体验式消费成为行业转型方向。
国庆假期,各地消费市场持续升温。从重点商圈到乡村大集,从餐饮住宿到文旅体验,升腾的烟火气折射出我国假日消费的潜力。景区不再只靠门票,游客不再走马观花,假日消费链条不断延伸,为经济发展持续注入强劲动能。
国庆假期期间,河南开封清明上河园景区水陆空全域演艺从清晨持续至夜晚,《岳飞枪挑小梁王》《东京保卫战》等实景演出场场爆满。景区还推出《清明上河·宋宴》《大宋·东京梦华》等沉浸式文旅项目。游客也不再满足于走马观花式的打卡游,更愿意为文化和体验买单,体验型、沉浸式旅游直接带动了园区二次消费攀升。
从“卖门票”到“卖体验”,开封文旅市场正不断转型升级。文旅热度持续走高,客流红利沿上下游产业链迅速传导,为住宿、餐饮、文娱等相关行业注入新的增长动能。
在山东省淄博市淄川区潭溪山景区,女王塔和千米云端走廊两处全新文旅地标正式对外开放。景区依托得天独厚的悬崖峡谷资源,将崖壁游乐、主题演艺和悬崖休闲消费点位串联起来,打造出独有的高空度假模式,吸引大批省内外游客前来打卡消费。
新业态拉长文旅消费链条,也推动景区从传统短途观光加速向过夜深度度假模式转变。假期前三天,景区崖壁酒店、森林木屋入住率接近100%,游客平均停留时长较往年提升40%。这也有力拉动周边乡村民宿、餐饮农家乐订单持续走高,把景区客流实实在在转化为地方文旅消费增量。
升腾的烟火气背后,是消费供给的持续创新和消费需求的加速释放。新场景、新业态不断涌现,促消费政策效应持续显现,假日消费正成为扩内需、稳增长的重要支撑,进一步夯实我国内需底盘。
编导:艾思奇
作者:杨静、冯媛媛、曲磊、高志刚
摄制:王正一
新华社音视频部制作
AI outlook — possibilities, not facts
国庆假期后,文旅景区将继续推广沉浸式和体验式项目,过夜深度度假模式有望在更多地区复制。
Likely · Within weeks

Sun Dong, Secretary of Hong Kong's Innovation, Technology and Industry Bureau, said that with the implementation of Hong Kong's first five-year plan, Hong Kong's innovation and technology is moving from a single breakthrough to systematic development, promoting the construction of an international innovation and technology center by improving scientific research investment, industrial platforms, talent cultivation, capital empowerment and collaboration in the Guangdong-Hong Kong-Macao Greater Bay Area.

Across the country, the collaborative development scenarios of the six networks (computing power network, new power grid, new generation communication network, ubiquitous sensing network, logistics and transportation network, and energy Internet) are becoming increasingly rich. By strengthening overall coordination, innovative investment and financing, deepening government-bank-enterprise cooperation and factor guarantees, efficient allocation of resources and the multiplier effect of 1+1>2 are achieved, and the infrastructure base is built for high-quality development.

TSMC's stock price hit a record high of NT$2,580 in early trading, an increase of 3.2%. The market value reached NT$66.9 trillion, a single-day increase of NT$2.07 trillion. The company will hold a press conference on the 15th, focusing on AI growth momentum, advanced manufacturing processes and packaging and testing capacity expansion, capital expenditures next year, plans to set up a factory in Texas, USA, and possible price increases. The report also mentioned that TSMC is evaluating cooperation with Tesla CEO Musk’s Terafab, and the two parties are discussing setting up a factory in Texas.

Taipower Chairman Tsang Wensheng clarified that Taipower has not proposed a differentiated electricity tariff plan for the semiconductor industry. He emphasized that Taiwan's high-tech industry's demand for electricity is growing rapidly, and Taipower needs to make joint decisions with the industry on power generation equipment investment and future power plant operations. Taking the carbon capture research of TSMC and Formosa Plastics Thermal Power Plant as an example, he pointed out that joint investment decisions involve equipment depreciation and investment and other aspects.

The stock price of Creative (3443) hit the upper limit during the session today, trading at 8,690 yuan, a sky-high listing price. The stock price rose too fast in the short term, and it was subject to separate trading from September 29 to October 5. It was a "big tail stock" with a market value of more than one trillion yuan and was subject to separate trading. The company reinvested in TSMC and benefited from the growing demand for customized chips. It has won large ASIC orders from the three major cloud service providers Google, Microsoft and Facebook, and provided CoWoS and physical design support. It is optimistic that the growth rate of ASIC shipments will exceed that of GPUs in the future.

Lianjia Investment Holdings (3717) Group has built three growth engines: automotive optoelectronics, Mini-LED display applications and AI optical communications, transforming from automotive lighting into a global optoelectronic technology growth platform. The stock price rose by more than 6% today. The Mexican factory will be put into production by the end of the year and plans to expand. At the same time, it is actively expanding the non-car lighting automotive electronics and AI data center optical communication market.