中银国际：文旅出行市场高景气入境游成为26年春节新亮点

智通财经02-26

智通财经APP获悉，中银国际发布研报称，据文旅部数据，26年春节假期9天全国国内出游5.96亿人次，日均0.66亿人次，同比+5.7%；国内出游总花费8034.83亿元，日均892.76亿元，同比+5.5%，创下历史新高。海南封关叠加政策红利，春节离岛免税销售热力十足，据海口海关统计，春节假期，海关共监管离岛免税购物金额27.2亿元，离岛免税购物32.5万人次，分别较去年春节假期增长30.8%、...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2614409244?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-02-26 15:12","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2614409244","market":"hk","top_or_hot":-1,"title":"中银国际：文旅出行市场高景气 入境游成为26年春节新亮点","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，中银国际发布研报称，据文旅部数据，26年春节假期9天全国国内出游5.96亿人次，日均0.66亿人次，同比+5.7%；国内出游总花费8034.83亿元，日均892.76亿元，同比+5.5%，创下历史新高。海南封关叠加政策红利，春节离岛免税销售热力十足，据海口海关统计，春节假期，海关共监管离岛免税购物金额27.2亿元，离岛免税购物32.5万人次，分别较去年春节假期增长30.8%、...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1407535.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中银国际：文旅出行市场高景气 入境游成为26年春节新亮点</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中银国际：文旅出行市场高景气 入境游成为26年春节新亮点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-26 15:12 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1407535.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，中银国际发布研报称，据文旅部数据，26年春节假期9天全国国内出游5.96亿人次，日均0.66亿人次，同比+5.7%；国内出游总花费8034.83亿元，日均892.76亿元，同比+5.5%，创下历史新高。海南封关叠加政策红利，春节离岛免税销售热力十足，据海口海关统计，春节假期，海关共监管离岛免税购物金额27.2亿元，离岛免税购物32.5万人次，分别较去年春节假期增长30.8%、...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1407535.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK0175","symbol_name":"白马股","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1407535.html","article_id":"2614409244","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2614409244","pubTimestamp":1772089960,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，中银国际发布研报称，据文旅部数据，26年春节假期9天全国国内出游5.96亿人次，日均0.66亿人次，同比+5.7%；国内出游总花费8034.83亿元，日均892.76亿元，同比+5.5%，创下历史新高。在免签政策驱动下，来华过年成为全球新风尚，入境游成为26年春节新亮点。投资建议2026年春节假期国内旅游市场无论是出行人次还是花费均创下新高，入境游市场表现极为亮眼，在促服务消费的政策驱动下，文旅产业链的相关公司有望维持高景气度。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"600054":"黄山旅游","600258":"首旅酒店","600859":"王府井","601888":"中国中免","603099":"长白山","BK0175":"白马股","LU1820825898.SGD":"Aberdeen Standard SICAV I - China A Share Equity A Acc SGD-H","BK1615":"港股-互联网","LU2460026573.USD":"abrdn SICAV I -  CHINA NEXT GENERATION \"A\" (USD) ACC","BK1516":"腾讯概念","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","BK0246":"住宿","BK0209":"零售","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","LU1997245177.USD":"安联神洲A股基金","BK0196":"行业龙头","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","BK0010":"央企","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","SG9999001051.SGD":"United Asia Fund SGD","LU0405327148.USD":"ALLSPRING CHINA A FOCUS \"A\" (USD) ACC","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","BK0241":"公共设施","LU0640798160.USD":"EASTSPRING INVESTMENTS GLOBAL EMERGING MARKET DYNAMIC \"A\" (USD) ACC","BK1604":"节假日概念","IE0005HP3H50.USD":"GUINNESS CHINA \"C\" (USD) ACC","BK0185":"二线龙头","BK0085":"在线旅游","BK0173":"粤港澳大湾区","SG9999001093.SGD":"United Greater China Fund A Acc SGD","000524":"岭南控股","LU1997245094.SGD":"安联神州A股基金AT Acc SGD","BK0040":"海南旅游岛","00780":"同程旅行","SGXZ90724238.SGD":"UNITED ASIA \"A\" (SGD) INC","BK0183":"MSCI概念","BK1164":"酒店、度假村与豪华游轮","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","BK0188":"融资融券","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK0093":"O2O","LU1146622755.USD":"安本中国A股股票基金A Acc","BK0012":"证金概念","BK0187":"一线龙头","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","LU0405327494.USD":"ALLSPRING CHINA A FOCUS \"I\" (USD) ACC","BK0028":"国家队","BK0132":"高送转概念","BK0201":"可转债","LU0278937759.USD":"abrdn SICAV I - EMERGING MARKETS SMALLER COMPANIES\"A\" (USD) ACC"},"translate_title":"BOC International: The cultural tourism market is booming and inbound tourism has become a new highlight of the Spring Festival in 26 years","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600054":1,"600258":1,"600859":1,"601888":1,"603099":1,"00780":1,"000524":1},"content_text":"智通财经APP获悉，中银国际发布研报称，据文旅部数据，26年春节假期9天全国国内出游5.96亿人次，日均0.66亿人次，同比+5.7%；国内出游总花费8034.83亿元，日均892.76亿元，同比+5.5%，创下历史新高。海南封关叠加政策红利，春节离岛免税销售热力十足，据海口海关统计，春节假期，海关共监管离岛免税购物金额27.2亿元，离岛免税购物32.5万人次，分别较去年春节假期增长30.8%、35.4%。此外，在免签政策驱动下，来华过年成为全球新风尚，入境游成为26年春节新亮点。中银国际主要观点如下：超长春节假期点燃出行热情，出行人次和日均文旅花费创新高据文旅部数据，26年春节假期共9天，全国国内出游5.96亿人次，日均0.66亿人次，同比+5.7%；国内出游总花费8034.83亿元，日均892.76亿元，同比+5.5%，创下历史新高；客单价为1348.13元，日均149.79元，同比-11.3%。据交通运输部数据，春节假期期间，全社会跨区域人员流动量累计达28.1亿人次，日均3.1亿人次，同比+8.2%。多个头部热门景区人次实现双位数增长春节假期期间，头部景区中，黄山、长白山、峨眉山、九寨沟等头部自然景区的接待游客人次同比增速均超过10%。祥源文旅旗下项目累计接待量和营收同比均增超30%。文旅演艺项目中，宋城旗下的11台《千古情》合计上演580场，其中《西安千古情》单日上演21场，再创其单日演出场次和接待人数的新纪录。海南封关叠加政策红利，离岛免税销售热力十足据海口海关统计，春节假期，海关共监管离岛免税购物金额27.2亿元，离岛免税购物32.5万人次，销售件数199.7万件，分别较去年春节假期增长30.8%、35.4%、21.9%。春节假期期间三亚市4家免税店销售总额为19.6亿元，同比+23.7%。其中，2月21日三亚4家离岛免税店销售总额达2.42亿元，同比+214.5%，连续7天销售额突破2亿元，创历年春节长假最旺业绩。跨境游：免签入境游客人次同比高增，长线出境游热度走高据国家移民管理局数据，今年春节假期全国边检机关共计查验1779.6万人次中外人员出入境，日均197.7万人次，同比日均+10.1%。其中，中国内地居民出入境951.4万人次，同比日均+10.2%；中国港澳台居民696.9万人次，同比日均+8%；外国人131.3万人次，同比日均+21.8%；入境外国人中，适用免签政策入境达46万人次，较去年假期日均+28.5%。从传统的东南亚“暖冬游”，到借米兰冬奥会热度升温的欧洲冰雪之旅，再到俄罗斯贝加尔湖、摩尔曼斯克等小众目的地的深度打卡，出境游呈现出 “长线走俏、体验升级” 的特征。在免签政策驱动下，来华过年成为全球新风尚，入境游成为26年春节新亮点。中国人民银行数据显示，银联、网联日均处理境外来华人员支付交易笔数和金额分别增长78.10%和44.33%。俄罗斯游客入境预订单同比增471%，韩国游客增长95%。出游特征超长假期加持，出游半径拉长。马蜂窝大数据显示，5天以上的长线出游订单量占比达到59.6%，人均出游天数达6.4天。非遗年俗体验文化游升温。据马蜂窝大数据，春节期间“非遗体验”搜索量同比增长180%，其中00后人群占比最高，成为非遗体验的核心群体。反向过年成热潮，节日消费结构实现重塑。去哪儿数据显示，26年春节期间，反向飞往北上广深一线城市的旅客中，18%为50岁以上人群，其中60岁及以上旅客同比增长超一成。60岁以上老人酒店入住量同比增长56%，一线城市逐步打破过年即空城的现象，高端酒旅消费得到提振。投资建议2026年春节假期国内旅游市场无论是出行人次还是花费均创下新高，入境游市场表现极为亮眼，在促服务消费的政策驱动下，文旅产业链的相关公司有望维持高景气度。重点推荐资源优质、运营强劲、有外延增长预期的出行链及相关产业链公司：岭南控股(000524.SZ)、同程旅行(00780)、长白山(603099.SH)、黄山旅游(600054.SH)；受益于商旅客流复苏以及疫后市占率提高的连锁酒店品牌首旅酒店(600258.SH)；免税市场迎多重政策利好，有望驱动免税销售，推荐中国中免(601888.SH)、王府井(600859.SH)等。风险因素出行需求复苏不足、宏观经济复苏不及预期。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"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/2614409244","isCrawlerRequest":true}

中银国际：文旅出行市场高景气 入境游成为26年春节新亮点

精彩评论

中银国际：文旅出行市场高景气入境游成为26年春节新亮点