社會服務(wù)業(yè)行業(yè)研究：多數(shù)據(jù)維度超預(yù)期看好酒旅持續(xù)性

!"#$ù!??|?!?–|L!?J!?!&'#$N'?!?N'??E??!?N'??|??!?N'?UE§?!(N'??!(N'??!(N'??!(N'??!(N'??!(N'??!?N'?–?!?N'?–EF|F!?N'?–|?!￠N'?]!￠N'?ü!￥N'?E!￥N'5?@!N'¨??!N'+!N'?!N'??|A!N'?A!N'?!N'??|.!N'?–|8!N'–|.–?!N'–|.–?!N']!N'E(!N'?!N'?!N'?!N'?!N'ù!N'ù!1、觀點(diǎn)：春節(jié)多數(shù)據(jù)維度超預(yù)期，持續(xù)看好體驗(yàn)型消費(fèi)復(fù)蘇#$%&'iùó?A,-./01234)56789:;?.￥§)??–|.r?–|.^(?|./E/D/E–]tau/vwK123=>xy4)789:;ùèVI ?–E!?/?E;nu!?;2?出行：春運(yùn)旅客發(fā)送超越19年水平，出游半徑持續(xù)增長#èUCE§êA?CEF!|Fi.πL??!D?6?UE????E?|??E?￥?E?|;?N!'#è.ò???′¨u*???i￡0*+?33,00031,00029,00027,00025,00023,00021,00019,00017,00015,000

2019 2023 2024T-15T-14T-13T-12T-11T-10T-9T-8T-7T-6T-5T-4T-3T-2T-1 T T+1T+2T+3T+4T+5T+6T+7-./0123456789:;<=/?@A2BC?NC'C?F#è???′¨u*???i￡?CEF? ?

?NE'C?F#è???′¨u*???i￡?!|F? ?同比23年 同比19年60%50%40%30%20%10%T-15T-14T-13T-12T-11T-10T-9T-15T-14T-13T-12T-11T-10T-9T-8T-7T-6T-5T-4T-3T-2T-1T-10%-20%

60%50%40%30%20%10%T-15T-14T-13T-12T-11T-10T-9T-15T-14T-13T-12T-11T-10T-9T-8T-7T-6T-5T-4T-3T-2T-1T-10%-./0123456789:;< -./0123456789:;<??ò?ì?2/#èUCE§ùíüPí￡?a8?üPí￡o?a8?üπíü??????4“C!￠￠ü?!DDü??!(￠üD!!|üD!?|±*+/iSì(?!?M?@–CD!|Fi.I ¤??N?'C?F#è?ò?ì??4“isSμ≤￡U?N('C?F#èPí*???i?@A￡CD!|?CE§ ??80%60%40%20%

營業(yè)性公路 非營業(yè)性公路 鐵路 水路 航空2019年 2024年

150%130%110%90%70%50%30%10%-10%

2023 2024T-15T-14T-13T-12T-11T-10T-9T-8T-7T-15T-14T-13T-12T-11T-10T-9T-8T-7T-6T-5T-4T-3T-2T-1T?N?'C?F#è?a8Pí*???i?@A￡CD!|?2021 2022 2023 2024

?N￠'C?F#èo?a8Pí*???i?@A￡CD!|?2023 202480%60%40%20%

250%200%150%100%T-15T-13T-11T-9T-7T-5T-15T-13T-11T-9T-7T-5T-3T-1T+1T+3T+5T+7T+9T+11T+13T+15T+17T+19T+21T+23T-15T-14T-13T-12T-11T-10T-9T-8T-7T-6T-5T-4T-3T-2T-1T-./0123456789:;< /EFGHIJKLMNOPQIJST16UVEFGHWXYKLZ[O?N￥'C?F#èùí*???i?@A￡CD!|? ?N|'C?F#èπí*???i?@A￡CD!|?2021 2022 2023 2024 2021 2022 2023 202480%60%40%20%T+1T+2T+3T+4T+5T+6T+7T+8T+9T+1T+2T+3T+4T+5T+6T+7T+8T+9

90%80%70%60%50%40%30%20%10%T-15T-14T-13T-12T-11T-10T-9T-8T-7T-6T-5T-4T-3T-2T-1TT+10T+11T+12T+13T+14T+15T+16T+17T+18T+19T+20T+21T+22T+23T+24T-15T-13T-11T-9T-7T-15T-14T-13T-12T-11T-10T-9T-8T-7T-6T-5T-4T-3T-2T-1TT+10T+11T+12T+13T+14T+15T+16T+17T+18T+19T+20T+21T+22T+23T+24T-15T-13T-11T-9T-7T-5T-3T-1T+11T+13T+15T+17T+19T+21T+23-./0123456789:;< -./0123456789:;<?N!D'C?F#è??*???i?@A￡CD!|? ?N!!'C?F#è=>????i?@A￡CD!|/n2021202120222023202480%60%40%20%T-15T-13T-11T-9T-7T-5T-3T-1T+1T+3T+5T+7T+9T+11T+13T+15T+17T+19T+21T+23-./0123456789:;< -./67\]^T-15T-13T-11T-9T-7T-5T-3T-1T+1T+3T+5T+7T+9T+11T+13T+15T+17T+19T+21T+23/?|?E|?M—μ≤2/ùíüPí￡?a8?üPí￡o?a8?üπíü???[???EF?f?|?;?N!C'C?F#$O§?.?[???′¨u*???i?@–CEF!D?M!|F!!C較2023 較2019160%140%120%100%80%60%40%20%0%營業(yè)性公路

非營業(yè)性公路 鐵路

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國內(nèi)出游人次（%2019） 國內(nèi)旅游收入（%2019） 客單價(jià)（%2019）120%100%80%60%40%20%2020春節(jié)2020清明2020五一2020端午2020國慶2021春節(jié)2021清明2020春節(jié)2020清明2020五一2020端午2020國慶2021春節(jié)2021清明2021五一2021端午2021中秋2021國慶2022春節(jié)2022清明2022五一2022端午2022中秋2022國慶2023元旦2023春節(jié)2023清明2023五一2023端午2023中秋國慶2024元旦2024春節(jié)-./bc456789:;<?f???)???;?N!?'C?F#$()??K1\]出游半徑（公里）25020015010050020國慶 21春節(jié) 21五一 21國慶 22春節(jié) 22五一 22端午 22國慶 23五一 23國慶 24春節(jié)-./bc456789:;<í??;á?#?C,?M?|?C??E];?N!('CDC?#$?′4)??ü-./dec[56789:;<,??S…S?￥UD/￥?[D?;?N!?'CDC?#$9:>÷????qr]ˉ¨E-./dec[56789:;<'M?$￥“￥Q??E?…ê;M?$￥“C??|?\E?á|F;M?$￥Q??E?/êI￠‰!?￥?;M?$￥5“E?)QC?;?N!￠'=>??vJ?5CDC?#$4)?@省份/城市統(tǒng)計(jì)范圍指標(biāo)單位絕對值同比23年同比19年2.10~2.17全省旅游人次旅游收入萬人次億元5548.18441.2447.8%36.8%42.40%37.60%江蘇省2.10~2.17634家A級旅游景區(qū)和195個(gè)省級以上鄉(xiāng)村旅游重點(diǎn)村旅游人次游客消費(fèi)總額萬人次億元4016.22201.6561.04%59.13%旅游人次萬人次6047.829.47%6.59%-5.1%2.10~2.17全省游客消費(fèi)總額億元309.9311.99%2.10~2.17全省833家5A級景區(qū)旅游人次門票收入萬人次億元4488.144.953.86%18.88%春節(jié)8天日均全省 日均旅游人次 萬人次 1211.2 48%30.10%浙江省2.10~2.17全省旅游人次旅游收入萬人次億元3032.6437.625.30%38.90%25.20%29.90%山東省2.10~2.17全省2.10~2.17重點(diǎn)監(jiān)測的200家景區(qū)旅游人次旅游收入--萬人次億元--2649.111.8--42.3%93.2%70.8%42.2%云南省2.10~2.17全省旅游人次萬人次637.445.1%廣東省北京市2.10~2.172.10~2.17初一至初八納1502.10~2.17初一至初八全市旅游人次旅游收入億元萬人次億元7606.9693.61936.82236.51749.5286.568.40%160.80%41.30%40.10%37.40%40.60%20.20%40.20%18.50%-25.70%27.40%湖南省2.10~2.17全省2.10~2.17監(jiān)測的952家景區(qū)2.10~2.17監(jiān)測的572家A級景區(qū)旅游人次旅游人次萬人次萬人次3686.171244.641283.121179.4331.5%33.77%52.04%39.51%----哈爾濱2.10~2.17全省2.10~2.14冰雪大世界2.10~2.14太陽島雪博會2.10~2.14亞布力滑雪旅游度假區(qū)2.10~2.14侵華日軍第七三一部隊(duì)罪證陳列館2.10~2.14哈藥六廠版畫博物館旅游人次億元萬人次1009.3164.232.93.38.46.47.281.7%235.4%115.0%286.8%177.9%---------./fgbchij56789:;<=/klmnopqrs\t65P?vJ˙¨'??x?I{ùc“?ˇa??/*#˙¨$%ú&?'Q???(;MU￠“CSE?U(2)“*+?à/iS??!￠—M??(SEC(—M$￥§“￥;M?“!?E|??|??|E?U￠U￠??|??U￠?E|?U￠?;M$￥SE?S|?;?N!￥'=>??vJ˙¨CDC?˙¨“??@±?景區(qū)統(tǒng)計(jì)口徑客流量（萬人次）較23年增速較19年增速相關(guān)上市公司初一~初七累計(jì)20.256.5%-峨眉山初一~初五日均（考慮更可比）5.316.7%-峨眉山黃山初一~初八日均20.826.8%44.2%黃山旅游初一~初八-20%+-九華山初四初五合計(jì)（傳統(tǒng)高峰期）15+25%-九華旅游宋城演藝初一~初八累計(jì)272-109%宋城演藝三特索道旗下景區(qū)初一~初七累計(jì)48.4132.1%45.47%三特索道天目湖初一~初八累計(jì)-61%385%天目湖海昌海洋初一~初四公園板塊2740%-海昌海洋公園-./fuvwx5fgbchij56789:;<??N!|'#$?.i??˙¨2)“*+?NCD'#$?.i??Qμ…óú[I?¨uQ6?2024春節(jié) 2023春節(jié) 2024春節(jié) 2023春節(jié)6000050000400003000020000100000

T T+1 T+2 T+3 T+4 T+5 T+6 T+7

110%100%90%80%70%60%50%

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日均恢復(fù)度（%2019）

200%150%100%50%

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