智通财经APP获悉， "史上最长春节假期"交上了一份漂亮的长假旅游成绩单，假期出游高峰全国多个知名景区"一票难求"，周边游、长线游等 旅游消费亮点纷呈。2月23日，同程旅行(00780)发布了《2026春节假期旅游消费盘点报告》(下称《报告》)，基于同程旅行平台数据，总结了 2026年春节假期旅游消费的新趋势和新特点。 《报告》数据显示，传统年俗文化依然是春节旅游市场的"大菜"，追寻传统"年味儿"成为春节国内游主流，广东、福建等地举办的各类迎新春 年俗活动成为假日文旅消费的大热门，汕头等地旅游热度增幅领先，成为春节国内游"黑马"目的地。封关后首个春节长假，海南全岛春节旅游 热度创新高，酒店预订热度同比增长超70%。春节假期冰雪游热门目的地哈尔滨热度居前，同时室内滑雪场成为南方地区居民体验滑雪的首 选。春节期间"返乡游"与"反向过年"双向奔赴，重庆、成都等中西部城市文旅产品来自本地居民的预订热度同比增幅超100%。"跟着AI过大 年"成为今年春节出游新时尚，年轻人流行向AI请教各地的春节民俗。超长假期显著推高了春节长线出境游需求，米兰等意大利热门目的地酒 店预订热度同比增长超200%。 广东成为年俗游"顶流"， ...

新浪科技讯 2月23日上午消息，同程旅行发布了《2026春节假期旅游消费盘点报告》，基于同程旅行平 台数据，总结了2026年春节假期旅游消费的新趋势和新特点。 《报告》数据显示，传统年俗文化依然是春节旅游市场的"大菜"，追寻传统"年味儿"成为春节国内游主 流，广东、福建等地举办的各类迎新春年俗活动成为假日文旅消费的大热门，汕头等地旅游热度增幅领 先，成为春节国内游"黑马"目的地。封关后首个春节长假，海南全岛春节旅游热度创新高，酒店预订热 度同比增长超70%。春节假期冰雪游热门目的地哈尔滨热度居前，同时室内滑雪场成为南方地区居民体 验滑雪的首选。春节期间"返乡游"与"反向过年"双向奔赴，重庆、成都等中西部城市文旅产品来自本地 居民的预订热度同比增幅超100%。"跟着AI过大年"成为今年春节出游新时尚，年轻人流行向AI请教各 地的春节民俗。超长假期显著推高了春节长线出境游需求，米兰等意大利热门目的地酒店预订热度同比 增长超200%。 同程旅行平台数据显示，今年春节假期期间主打传统特色"年味儿游"的前十大热门目的地依次为：汕 头、福州、北京、赣州、苏州、九江、上海、泉州、德宏、开封。 数据显示，哈尔滨、长白山、阿勒 ...

Group 1 - The core viewpoint of the articles highlights a significant increase in travel activity during the Spring Festival, with a 38% rise in civil aviation travel compared to the same period last year [1] - The peak travel period during the festival was identified as February 18 to February 19, with expectations of over 50% growth in travelers making two or more flights [1] - Popular destinations for "special flavor tours" include Shantou, Fuzhou, Chaozhou, Taiyuan, Xi'an, and Guangzhou, with Fuzhou's tourism heat remaining high due to its cultural significance [1] Group 2 - Short-haul outbound travel experienced a surge during the festival, with Southeast Asian cities becoming popular destinations [2] - Many travelers opted for a travel pattern of departing on the second day of the New Year and returning on the sixth day, balancing traditional customs with international vacation experiences [2]

交通运输部公布春运(2月2日至3月13日)首17天的全国旅客吞吐量;总量同比增长4%，其中铁路、民航、 公路及水路分别同比增长2.8%、5.2%、4%及18.4%。而在9天春节假期的首4天表现更为强劲，总量同 比增长6.8%，铁路、民航、公路及水路分别同比增长3.5%、7.7%、6.8%及26.9%。 智通财经APP获悉，花旗发布研报称，维持对携程(TCOM.US)及同程旅行(00780)"买入"评级，给予携程 美股目标价82美元及同程H股目标价28港元。但该行认为携程股价不太可能因春节数据而波动，因为市 监局仍在进行调查。携程将于2月25日美国市场收市后公布业绩。 该行认为国内旅客吞吐量数据大致符合预期，民航及公路表现优于大市，但铁路数据略为疲弱，可能由 于比较基数问题。出境方面，国家移民管理局估计9天假期期间平均每日跨境旅客量将达205万人次，同 比增长14.1%，这仍有待观察，因为移民局节前预测通常过于乐观，且受到日本事件的影响。 ...

同程旅行数据显示，春节9天长假让"分段式过年"更加火爆，2月18日至19日成为节中出游高峰时段，节 中民航出行热度较去年春节同期提升38%。"先回家团圆，再出发度假"复合型春节催化下，国内酒店节 中入住高峰更加显著。节中2至4天酒店连住订单占据主流，靠近知名景区、热门商圈的酒店最为抢手。 （贾尚志） 越长大，越是怀念弥足珍贵的年味，找个年味浓郁、体验独特的地方过春节，成为众多游客的愿望。同 程旅行数据显示，近两周来，平台上"年味""年俗"等关键词搜索热度环比上涨358%，"到最有年味的地 方过大年"成为一股新风尚。截至2月19日，汕头、福州、潮州、太原、西安、广州、黄山、自贡、开 封、上饶等城市跻身"特色年味游"前十名目的地榜单。 春节"返乡游"和跨省"异地游"双重客流的涌入，使得太原、西安、黄山、开封、上饶等中西部城市旅游 热度高涨。太原以社火巡游、非遗展演等丰富民俗活动成为游客找寻年味的热门去处，春节假期前半 段，太原机场进港机票热度环比上月增长268%。 同程旅行2月19日发布消息，今年是春节申遗成功后第二个"非遗中国年"，汕头、福州、潮州、太原、 西安等一批年俗年味独特、沉浸式体验强的目的地突出重围， ...

Core Insights - The tourism industry in China has experienced a significant surge during the Spring Festival, with a 38% increase in civil aviation travel compared to the same period last year [1] - Popular destinations for "cultural and festive tourism" have emerged, with cities like Shantou, Fuzhou, and Taiyuan ranking among the top choices for travelers seeking unique experiences [4][5] Group 1: Travel Trends - The peak travel period during the Spring Festival was identified between February 18 and February 19, with a notable increase in travelers opting for "segment-style" celebrations [1] - The number of travelers taking two or more flights during the holiday is expected to rise by over 50% compared to last year [1] Group 2: Popular Destinations - Shantou, Fuzhou, and Taiyuan have been highlighted as top destinations for "cultural and festive tourism," with Shantou leading in visitor numbers due to its rich cultural heritage [4] - The search interest for "New Year flavor" has surged by 358% in the two weeks leading up to the festival, indicating a strong demand for culturally immersive experiences [4] Group 3: Hotel and Accommodation Insights - In Shantou, popular hotel types such as family rooms and suites have sold out quickly, reflecting high demand in key areas [4] - The hotel occupancy rates in Haikou and Sanya have significantly exceeded the national average, with a 300% increase in flight bookings to these destinations [7][8] Group 4: Domestic and International Travel - Classic destinations like Beijing, Chengdu, and Kunming continue to attract significant traveler numbers, maintaining their status as primary travel hubs [8] - Short-haul international travel has seen a resurgence, with Southeast Asian cities becoming popular due to favorable visa policies and appealing climates [9]

Group 1: Travel Trends During Spring Festival - A significant travel surge was observed during the Spring Festival, with a 38% increase in civil aviation travel compared to the same period last year [1] - The average hotel price during the festival period rose by over 30% compared to the pre-festival period, with some popular tourist cities seeing prices double [1] - The trend of "returning home for reunion, then departing for vacation" has led to a notable increase in hotel bookings near famous scenic spots and shopping districts [1] Group 2: Popular Destinations and Experiences - Cities like Shantou, Fuzhou, and Taiyuan emerged as top destinations for unique cultural experiences, with a 358% increase in searches for "year flavor" on travel platforms [3] - The popularity of traditional customs and immersive experiences in places like Taiyuan and Fuzhou contributed to their high tourist traffic, with Fuzhou's Sanfang Qixiang entering the top 10 popular scenic spots [6][7] - Classic destinations such as Beijing, Chengdu, and Harbin continue to attract significant tourist numbers, maintaining their status as primary travel hubs during the festival [10] Group 3: Short-Distance and International Travel - Short-distance international travel saw a resurgence, with Southeast Asian cities becoming popular due to favorable visa policies and pleasant weather [12] - The top 10 international travel destinations during the festival included Bangkok, Kuala Lumpur, and Singapore, with a focus on culturally rich areas [13] - A significant portion of travelers opted for 4-5 day international trips, balancing traditional customs with the desire for foreign vacations [13]

Group 1: Travel Trends During Spring Festival - A significant travel boom has been observed during the Spring Festival, with domestic air travel increasing by 38% compared to the previous year [1] - The average hotel price during the festival period rose by over 30%, with some popular tourist cities seeing prices double [1] - The trend of "returning home first, then traveling" has led to a surge in hotel bookings near famous scenic spots and shopping districts [1] Group 2: Popular Destinations and Experiences - Cities like Shantou, Fuzhou, and Taiyuan have emerged as top destinations for unique cultural experiences, with searches for "year flavor" increasing by 358% [2] - The influx of tourists to the Chaoshan region has been notable, with a nearly 10-position rise in ticket demand for flights to Chaoshan Airport compared to last year [5] - Fuzhou's tourism has been boosted by traditional customs and events, with the Sanfang Qixiang area ranking among the top 10 popular scenic spots [6] Group 3: Hotel and Accommodation Insights - The hotel occupancy rates in Hainan during the Spring Festival have significantly exceeded the national average, with a 300% increase in flight demand to Haikou and Sanya [7] - Popular hotel types in Sanya include sea view suites and family-themed rooms, reflecting the preferences of younger travelers [7] - The hotel booking trends indicate a strong demand for family packages and unique accommodations in various regions [6][7] Group 4: International Travel Trends - Short-haul international travel has seen a resurgence, with Southeast Asian cities becoming popular destinations due to favorable visa policies and pleasant weather [10] - The top 10 international travel destinations during the Spring Festival include Bangkok, Kuala Lumpur, and Singapore, with a significant portion of travelers opting for 4-5 day trips [12] - Travelers are balancing traditional customs with international vacations, often departing shortly after the New Year celebrations [12]

Core Viewpoint - The National Financial Supervision Administration, in conjunction with the State Administration for Market Regulation and the People's Bank of China, has initiated special discussions with six major travel platforms regarding non-compliance in their credit business practices [1] Group 1: Regulatory Actions - Six mainstream travel platforms, including Ctrip, Gaode Map, Tongcheng Travel, Fliggy, Hanglv Zhongyong, and Qunar, are involved in the discussions [1] - The core focus of the discussions is on issues related to non-standard credit business practices [1] Group 2: Identified Risks - The platforms are reported to have three main risks: misleading marketing, lack of information disclosure, and inadequate consumer protection mechanisms [1]

Core Viewpoint - The regulatory authorities are accelerating the clarification of boundaries in the context of the deep integration of platform economy and financial services, focusing on the risks of misleading marketing, lack of information disclosure, and inadequate consumer protection in the "scene embedded lending" model [1][12]. Group 1: Regulatory Actions - On February 13, the National Financial Supervision Administration, in conjunction with the State Administration for Market Regulation and the People's Bank of China, initiated special discussions with six major travel platforms regarding their lending practices [1]. - The discussions highlighted non-compliance issues in marketing behavior, information disclosure, and consumer rights protection among the involved companies [1]. - Regulatory requirements include the prohibition of misleading promotional language, clear disclosure of lending institutions and product information, and the establishment of effective customer complaint channels [1]. Group 2: Company-Specific Financial Practices - Ctrip has obtained multiple financial business qualifications since acquiring an insurance agency license in 2011, including commercial factoring, online micro-lending, and third-party payment services, and has expanded its financial licensing internationally [2]. - In contrast, Gaode Map does not hold any financial licenses and operates a pure referral model for lending services, with third-party financial institutions providing the actual loans [9]. - Tongcheng Travel has completed its licensing requirements by acquiring a payment company and consolidating its lending licenses, allowing it to collaborate with over 50 lending platforms [11]. Group 3: Regulatory Challenges - The coexistence of licensed self-operated platforms and unlicensed referral platforms presents a core challenge for current regulatory efforts [11]. - The regulatory focus for licensed platforms like Ctrip is on the potential misuse of information advantages, while for unlicensed platforms like Gaode, the emphasis is on avoiding substantial marketing under the guise of information display [11]. - The high-frequency and low-decision-cost nature of travel platforms can amplify the effects of credit inducement, leading to potential credit record impacts for users who do not fully understand the terms [11]. Group 4: Cross-Departmental Regulatory Mechanism - The joint action reflects a deepening of cross-departmental regulatory mechanisms, with each department focusing on different aspects of compliance and consumer protection [12]. - This initiative serves as a systemic brake on the financialization impulse of platform economies, emphasizing that technological convenience cannot replace compliance standards [12]. - The regulatory framework aims to ensure that platforms can connect to financial services while maintaining clear disclosures and protecting consumer decision-making rights [12].