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Trip.com Newsroom
[Trend Tracking] New trends in cultural and tourism Consumer: the transformation and upgrade from 'booming crowds' to 'booming wealth'.
Jinwu Financial News | In 2025, the cultural and tourism consumption market is undergoing unprecedented transformation. With increased policy support and diversified consumer demand, the cultural and tourism industry has not only become an important engine for economic growth but also plays a key role in promoting coordinated regional economic development and enhancing national happiness. This article will explore the path of transformation and upgrading of cultural and tourism consumption from four aspects: policy support, consumption trends, regional synergy, and Technology empowerment. Policy support: A strong engine for cultural and tourism consumption. In recent years, the national government has continuously introduced policies to promote the prosperous development of cultural and tourism consumption. In 2024, the State Council issued 'Opinions on Further Cultivating ... '
Hong Kong stock movement | TRIP.COM-S (09961) rose more than 4%. The expected Consumer volume for travel during the Spring Festival is highly certain. The inbound travel Business may be a strong catalyst for the company.
TRIP.COM-S (09961) rose over 4%. As of the time of writing, it has increased by 3.99%, trading at 534.5 Hong Kong dollars, with a transaction volume of 0.255 billion Hong Kong dollars.
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Railway 12306 claims that the "accelerated package" launched by the "ticket grabbing software" is a marketing gimmick, and various platforms have responded.
Sina Technology reported on the afternoon of January 21 that the "China Railroads" WeChat public account stated that some "ticket grabbing software" has launched "acceleration package" services, which are essentially a marketing gimmick. These services induce travelers to purchase tickets by means such as buying short trips at long prices, buying long trips at short prices, and recommending unreasonable transfer plans. Regardless of whether the "acceleration package" is purchased, travelers must queue through the 12306 Railroads system. If identified as having abnormal access speed, it could actually be slower. This behavior not only undermines the fair and just ticket purchase environment, damages traveler interests and riding experience, but also affects the safety and order of Railroads Transportation. Travelers are urged to use official Railroads channels.
Hong Kong stock Concept Tracking | During the Spring Festival of the Year of the Snake, inbound tourism Orders increased by over 200%, benefiting tourism companies from strong demand (including concept stocks).
Foreign tourists are forming groups to celebrate the Chinese New Year, with inbound travel Orders during the Year of the Snake Spring Festival increasing by more than 200%.
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Zheshang 24Q4 social service Industry performance forecast: stable overall, structural bottoming, innovation accelerating.
The offline big cycle is approaching, with macroeconomics, pricing, and Consumer policies providing support. Innovation drives this round of transformation in the service Industry, and the upgrade of experience drives sales efficiency and profits beyond expectations.
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Hong Kong stocks are moving differently | Travel Concept stocks rose in the afternoon as the State Council proposed multiple measures to promote the cultural tourism industry, with travel demand expected to be concentrated during the Spring Festival.
Travel Concept stocks rose in the afternoon. As of the time of writing, TONGCHENGTRAVEL (00780) is up 4.5%, quoted at 18.58 Hong Kong dollars; China Tourism Group Duty Free Corporation (01880) is up 4.01%, quoted at 47.95 Hong Kong dollars; TRIP.COM-S (09961) is up 1.75%, quoted at 505 Hong Kong dollars; CHINA TRAVEL HK (00308) is up 1.06%, quoted at 0.95 Hong Kong dollars.
Hong Kong Stock Concept Tracking | The State Council has issued an important document! Enrich the supply of inbound tourism products and travel demand is expected to be concentrated during the Spring Festival (with concept stocks attached).
Recently, the General Office of the State Council issued "Several Measures on Further Cultivating New Growth Points to Prosper Consumer in Culture and Tourism," proposing 18 specific measures in 6 areas.
Institutional Investors May Overlook Trip.com Group Limited's (NASDAQ:TCOM) Recent US$1.4b Market Cap Drop as Long-term Gains Remain Positive
HAITONG SEC: The passenger volume during the Spring Festival transportation is expected to set a new record, and the significant increase in inbound tourism may become a highlight of travel during the Spring Festival in 2025.
During the Spring Festival travel season (January 14 - February 22), the passenger volume of Railroads and civil aviation is expected to reach new heights; the "visa-free zone" continues to expand, and high growth in inbound tourism may become a major highlight of the 2025 Spring Festival travel market.
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.
Bernstein Maintains Trip.com(TCOM.US) With Buy Rating, Maintains Target Price $85