港股概念追踪 | 五一旅游热度持续攀升!境内游预订人次暴涨超100% 机构称旅游市场β延续(附概念股)

智通财经2025-04-28

智通财经APP获悉，随着“五一”假期的临近，旅游市场热度持续攀升。上周以来，线上酒店搜索量、机票搜索量大幅上升，也标志着“五一”假期的预订高峰已经到来。数据显示，截至目前，“五一”假期境内游的预订人次较去年同期增长超过100%。其中，自驾游、自由行、跟团游等产品的预订增幅尤为显著。此外，酒店、门票等在线旅游平台核心业务的增幅超过70%。尤其是“请4休11”的超长假期模式，进一步推动了长线旅游的预订...

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The number of domestic travel bookings has skyrocketed by more than 100%. Institutions say the beta continuation of the tourism market (with concept stocks)","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"HSTECH":1,"01179":0.9,"HSCEI":1,"YANG":1,"09961":0.9},"content_text":"智通财经APP获悉，随着“五一”假期的临近，旅游市场热度持续攀升。上周以来，线上酒店搜索量、机票搜索量大幅上升，也标志着“五一”假期的预订高峰已经到来。数据显示，截至目前，“五一”假期境内游的预订人次较去年同期增长超过100%。其中，自驾游、自由行、跟团游等产品的预订增幅尤为显著。此外，酒店、门票等在线旅游平台核心业务的增幅超过70%。尤其是“请4休11”的超长假期模式，进一步推动了长线旅游的预订。开源证券表示，五一假期旅游消费呈现“长线快增、跨境双向升温、县域逆袭”三大特征，下沉市场旅游消费贡献结构性增量，旅游市场β延续。近日，携程发布的《五一旅游出行预测报告》显示，今年假期旅游消费呈现“长线爆发、跨境双向升温、县域逆袭”三大特征。在“请4休11”拼假策略带动下，跨市住宿订单占比已突破80%，县域市场高星酒店消费反超高线城市，入境游订单同比激增173%，全民开启“假日经济新玩法”。携程数据显示，近一周境内酒店搜索热度环比暴涨100%，机票搜索热度飙升80%。报告显示，截止4月17日，五一期间整体境内酒店搜索热度与去年同期持平,并在持续升温。目前国内机票预订量较去年显著上涨，而机票人均客单价也更具吸引力，携程研究院洞察到：稳定划算的机票价格刺激更多用户解锁“飞行自由”，主打一个“花小钱，浪远方”。其中，中长线旅游面复苏 跨市住宿订单占比超80%。“请4休11”拼出超长假期，进一步刺激了长线远途旅游的下单。相较清明假期，五一黄金周游客出行距离呈现显著延伸。五一期间跨市住宿订单占比已突破80%，连住两日及以上的深度游用户比例预期将达到20%。截至当前，北京、上海、成都、杭州、南京、广州、重庆、西安、武汉和青岛等传统热门城市持续领跑国内目的地榜单。而太原、佛山、伊犁、贵阳、陵水等远途旅游城市则异军突起，跻身酒店热度增速TOP5。长线旅游目的地同比增幅显著，例如海口和伊宁旅游订单量同比上涨超130%，三亚增长54%，九寨沟、太原、香格里拉均增长超五成。据众信旅游发布的《2025五一出游趋势报告》，今年国内游及出境游“双向增长”特征明显，深度游、度假游成为旅游市场新引擎。截至4月15日，从众信旅游零售数据来看，GMV(整体交易总额)较去年同期增长约65%，产品丰富度较去年同期增长55.25%。预计2025年“五一”黄金周小假期众信旅游收客人数有望突破超2万人的规模。国内来看，广西、甘肃、云南、贵州、海南成为此次假期预订TOP5热门目的地。众信旅游认为，随着各目的地还在持续收客中，2025年“五一”黄金周市场热度有望创下历史新高。此外，同程旅行发布的《2025年“五一”旅游趋势洞察报告》预测显示，2025年“五一”假期的旅行热度或将达到2023年以来的峰值，出行高峰预计出现在假期前两日。美团旅行数据也显示，“五一”出游高峰预计从4月26日开始，超长假期带火国内长线游，有望带旺国内多地文旅市场。值得注意的是，4月27日，商务部等6部门发布关于进一步优化离境退税政策扩大入境消费的通知。通知指出，下调离境退税起退点。境外旅客同日同店购买退税物品金额达到200元人民币，且符合其他相关规定的，可以申请办理离境退税。优化离境退税支付服务。将现金退税限额上调至20000元人民币。中信证券此前指出，离境退税“即买即退”等政策优化有助于推动入境游增长、入境购物提升，对内需消费市场形成提振。参考日本退税相关政策的发展，政策优化显著带动了入境旅游增长及退税渠道销售额的增长。根据测算，离境退税中长期市场空间广阔。建议关注旅游零售运营商、旅游服务提供商、消费基础设施和相关运营商、景区、跨境生态服务商。华金证券表示，受益于假期消费带动及居民收入预期改善，叠加各地发放消费券、地方促消费活动频繁推出，食品饮料行业消费潜力有望在近期得到持续释放;“五一”假期临近有望提升铁路、民航业务订单量，假期期间客流量若继续保持高位，旅游、酒店、餐饮等行业有望显著受益。相关概念股：携程集团(09961)：中泰证券指出，随着收入提升带来的需求结构变迁，多数消费品无法跑赢经济大盘。但出行旅游作为高层次消费的一部分，占居民钱包的份额持续扩张，这使得携程的增速有望长期跟上甚至超过经济增长，该属性较为稀缺。此外，出境游以及目前在积极投入的国际OTA业务有望进一步拉高集团的增长潜力，综合看携程中长期的成长曲线在众多互联网平台中处于靠前位置。华住集团(01179)：此前大和发布研报称，华住集团2024财年第四季经调整EBITDA同比增长10%，大致符合市场预期。在考虑到较预期更快的酒店网络扩张后，该行将华住2025至2026财年EBITDA预测上调1%至2%，H股目标价由27.5港元上调至31.5港元，维持“跑赢大市”评级。中国中免(01880)：华泰证券指出，展望25年，口岸客流有序修复持续贡献收入增长动能，租金调整和品类优化或带动盈利提升，经营企稳可期。立足长期，公司龙头地位稳固，重视优化运营能力，若海南封关落地有望凭借规模和体验优势承接需求增量。新市内店政策开辟成长机遇，中免坐拥6家存量店先发效应明显，25年店改落成或增厚业绩。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2530651464","isCrawlerRequest":true}