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Back中国国庆“黄金周”临近:旅游人数创新高,消费支出仍疲软
中国国庆“黄金周”临近:旅游人数创新高,消费支出仍疲软
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德国之声1 hour agoBusiness4 min readChinaView translation

中国国庆“黄金周”临近:旅游人数创新高,消费支出仍疲软

分析人士指出,尽管中国国庆假期旅游需求旺盛,但受经济环境影响,人均消费支出增长面临压力,呈现“K型消费模式”。

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中国国庆“黄金周”临近,预计出游人数将创新高,但受经济疲软及通缩压力影响,人均消费支出增长受限。游客倾向于选择长途及多目的地行程,但消费行为趋于谨慎,呈现“K型消费模式”。

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Why It Matters

中国国庆黄金周通常被视为衡量居民消费状况的指标。今年假期受中秋节影响,形成长达13天的连假。

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(德国之声中文网)中国国庆“黄金周”临近,分析人士指出,今年的假期旅游显现出旅行时间更长、目的地更远的发展趋势,但是由于当下整体消费支出持续疲软,即使出游人数创下新高,也未必能给旅游业带来更丰厚的收入。

今年的中秋节(9月25日)与国庆节临近,不少游客将两个假期接在一起,形成长达13天的连假。

路透社指出,黄金周通常被视为观察中国居民消费状况的重要指标。然而,今年黄金周恰逢消费需求疲弱、通缩压力持续以及已持续多年的房地产市场低迷。

虽然超长假期可能为旅游业带来一笔可观收入,但在整体经济中消费增长接近停滞的背景下,目前仍不清楚旅游热情是否会促使游客大幅增加支出。

路透社依据官方数据计算得出,去年黄金周期间旅游人次有所增长,但人均单次消费仅为911.04元人民币,创下近三年来最低水平。

方德证券(Forthright Securities)高级分析师Ailsa Liao认为,消费者的旅游热情持续高涨,但在花多少钱这件事上仍然十分谨慎。“这就造成了一种‘K型消费模式’:出游人数可能很高,但人均消费支出依然承受压力。”

为了鼓励消费,中国政府于9月下旬启动了为期一个月的“全国国庆文化和旅游消费月”活动,并同步开启为期16天的铁路运输高峰期。中国国家铁路集团增开了高铁列车和夜间列车服务。

总部位于上海的春秋旅游表示,今年多国联游产品尤其受欢迎。该旅行社表示,今年出境游最明显的变化是游客愿意前往更远的目的地,因此今年国庆期间出境游销售增速快于去年。

据悉,其中前往西班牙葡萄牙、巴尔干地区、北欧、希腊和新西兰等目的地的长途旅游线路在8月中旬之前就全部订满。此外前往中亚、高加索地区和澳大利亚的行程也都提前售罄。

春秋旅游表示,为了充分利用超长连假,超过一半的长途旅游团游客在9月25日之前已经出发。

龙途国际(Dragon Trail International)市场与公关总监Sienna Parulis-Cook对路透社表示,今年中国游客的出境游需求显著强于去年。该公司8月的一项调查显示,54%的受访者表示计划在假期选择出境游,而去年同期的这一比例仅为35%。

她表示,市场比过去更加注重成本。“游客更关注他们获得的旅行体验是否物有所值。”她还补充道,问卷调查受访者中仅有5%表示计划入住豪华酒店,33%受访者选择中档酒店。

根据携程提供的数据,在国庆假期期间的出境机票预订中,超过一半的旅客选择在10月1日前出发,平均出行时间超过9天。连续入住七天以上酒店的订单数量也比去年同期增长了123%,多目的地行程预订量同比增长84%。

不过方德证券的Ailsa Liao强调,虽然增长的假期有望带来创纪录的旅游人数,但是目前并无迹象表明每日消费支出会有结构性的提升。她指出,2025年国庆黄金周和2026年春节期间,人均旅游消费支出都出现下滑。“游客人数增加并不一定意味着利润会等比例增长。”

供职于一家北京房地产公司的Kenny Zhao表示,他计划黄金周期间去日本玩五天。“这么长的假期,感觉如果呆在家里的话就太浪费了。”

Open Questions

  • 最终的旅游消费总额是否会低于预期?
  • K型消费模式对旅游相关企业的长期盈利影响如何?

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This article was originally published by 德国之声.

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