The potential of "China Travel": there is still an annual increase of 200-350 billion RMB.

Bank of America predicts that if the proportion of tourism exports to GDP in China can catch up to the levels of South Korea or Japan, it will bring more than 20-350 billion yuan in income to China's tourism industry.

wallstreetcnJan 13 02:39 ET

Volume increases and prices remain low as the express delivery industry competes to reduce costs. The application of autonomous vehicles and Drones is expected to accelerate next year | Year-end review.

① Since the beginning of the year, the growth rate of express delivery volume has exceeded 20%; the operating situation of "the two logistics giants and one delivery company" in the first 11 months shows volume increase and low prices, with ZTO achieving year-on-year revenue growth per package in Q3. ② Industry insiders say that the growth rate of express delivery volume will still be double-digit in the next 1-2 years. It is expected that next year, Drones and unmanned vehicles will accelerate their application in various express delivery scenarios, further reducing social Logistics costs.

cls.cnDec 28, 2024 04:19 ET

As soon as the news of Japan easing tourist visas for people from China was released, local retail travel stocks surged immediately.

① The Japanese Foreign Minister, Toshimitsu Motegi, announced the relaxation of visa requirements for Chinese tourists to Japan, expected to be implemented in spring 2025. ② After the announcement, retail and tourism-related stocks in Japan rose, with J. Front Retailing Co. soaring by 8.38%, while Isetan Mitsukoshi Holdings and Takashimaya increased by 6.98% and 3.69%, respectively.

cls.cnDec 26, 2024 00:37 ET

Short trips for the New Year and "combined leave" travel are on the rise, and tourism during the Spring Festival still appears to be booming.

① This year's New Year's holiday is relatively short, and it is said in the industry that most tourists will prefer short trips and "combine vacation" travels. Influenced by the "combine vacation," data from third-party platforms show that from December 28 to January 5, flight bookings increased year-on-year; ② Registration for long-haul outbound travel products for the Spring Festival has gradually closed, and it is expected that about 80% of the products for this winter vacation (including the Spring Festival) will see price decreases of 10% to 40%.

cls.cnDec 25, 2024 06:48 ET

As the Spring Festival holiday approaches, the tourism Industry is expected to pick up, and these Concept stocks are frequently being investigated.

The Spring Festival holiday is from January 28 to February 4, 2025, totaling 8 days.

cls.cnDec 19, 2024 19:45 ET

Billion-dollar government Fund, trillion-dollar Consumer market! The ice and snow industry is "fully powered up".

① As December arrives, ski resorts and ice rinks across the country enter a peak operation period, with A-share ice and snow Concept stocks performing actively, and several individual stocks reaching new price highs. ② Recently, Jilin Province proposed to increase financial support and establish an investment Fund for the ice and snow industry with 1 billion yuan, coordinating various types of financial specialized support for the ice and snow economy amounting to 0.5 billion yuan.

cls.cnDec 16, 2024 08:03 ET