Epidemic prevention is the norm, and short-term National Day tourism has become an urgent need for "impromptu vacation" and a new trend of National Day.

Under the normalization of epidemic prevention, this year's National Day travel showed "new changes".

The demand for short-term tourism is outstanding.

"Improvised vacation" has become a new trend of National Day.

On September 27th, the US Mission released the National Day "Temporary Vacation" report. The report believes that "impromptu vacation" based on the characteristics of "temporary decision-making, local exploration and minority play" will become the new trend of National Day holiday.

The data shows that under the normalization of epidemic prevention, the decision-making time of tourists' travel is obviously shortened, and the "temporary" characteristics of travel during long holidays are becoming more and more obvious. National Day travel survey shows that more than 50% of tourists choose to make plans temporarily three days or even the same day before going out.

According to the requirements of local festivals, the travel radius of tourists has been shortened year-on-year. According to the booking data of Tuniu Travel Network as of September 2 1 day, during the National Day, the number of local tourists and Zhou Bianyou tourists accounted for 64%, and the number of long-distance tourists accounted for 36%. In terms of travel days, 1 ~2 days ranked first, accounting for 35%; Followed by a 3-4 day trip, accounting for 28%. Local tourism and Zhou Bianyou are the mainstream tourism consumption in this year's National Day. The booking consideration period is shorter, and the demand for fragmented travel is more prominent.

In addition, niche games and treasures in and around the city have also attracted widespread attention. Being close to nature and taking an impromptu vacation have become the first choice for many tourists to avoid crowds. According to public comment data, the search popularity of "country parks", "camping", "mountain climbing" and "paddling" has increased significantly compared with last month.

East China's tourism enthusiasm is high

Go on road trip's freedom has become the choice of most people.

According to the booking data of Tuniu Travel Network, Shanghai, Nanjing, Guangzhou, Beijing, Hangzhou, Hefei, Changzhou, Wuhan, Zhuhai and Wuxi are on the "TOP 10" list. Since the summer vacation, Shanghai residents have obvious willingness to travel, and the enthusiasm of citizens in East China, such as Nanjing, Hangzhou, Hefei, Changzhou and Wuxi, cannot be underestimated.

In terms of travel mode, go on road trip's free travel has become the first choice for most tourists. When booking only packaged tourism products, 43% of tourists choose go on road trip. The bookings of go on road trip products in theme parks such as Guangzhou Changlong, Shanghai Disneyland and Beijing Universal Resort, as well as leisure resorts such as Jiangsu Garden Expo Park, Qiandao Lake and Tianmu Lake continued to grow. In addition, the second choice for tourists to travel is free travel, accounting for 28%.

According to the "Travel Forecast Report of National Day Holiday in 2022" published by Baidu Map, Mawei, Rapunzel and Baidu Encyclopedia, the return trip of National Day will start on April 4th 10, and there will be a small peak of high-speed congestion every day from 15 to 17 in the middle and late holidays.

The camping wind is still hot.

With local tourism and Zhou Bianyou becoming the theme of this year's tourism, the scenic spots in this city are expected to receive more attention. Baidu Map Report predicts that Hangzhou West Lake, Shanghai Disneyland, Guang Zhouta, Qiandao Lake, Shenzhen Bay Park, Palace Museum, Wutai Mountain, Xi 'an City Wall, Chongqing Hongyadong and China Dinosaur Park will become the top ten most popular tourist attractions in China.

In terms of long-distance travel, according to the data of Tuniu Travel Network, Lijiang, Dali, Shangri-La, Xishuangbanna and so on. They are all in the top rankings, and the attraction of Yunnan to long-distance travel users can be seen.

Since the beginning of this year, the "camping wind" has not diminished. "The first camping in autumn" is one of the most popular outdoor activities during the National Day holiday. Baidu Map Report shows that tourists in first-tier cities and new first-tier cities have higher acceptance of outdoor activities, contributing 45% and 28% of the total tourists respectively. The surrounding campsites are hot, and Beijing Sunlight Valley Camp, Huzhou Anji Xiaoxingkeng Camp and Guangzhou 23 8 North Latitude Forest Camp are all on the hot forecast list.

The long-term recovery trend of tourism is clear.

The annual performance of 5 shares is expected to grow at a high speed.

Citic Securities said that since late August, sporadic outbreaks have occurred in many parts of the country. It is expected that the overall performance of the holiday tourism market will be dull, but the follow-up repair trend is still clear. In terms of investment, it is recommended to give priority to companies with strong current valuation ability and long-term logic after the epidemic.

According to the statistics of Securities Times and Datanewspaper, according to the target price predicted by institutions and the latest spread value of individual stocks, there are 15 leisure service concept stocks with room for growth in the market outlook. Among them, Ke Rui International, Shang Feng Culture and Jinling Hotel rank high, and the latest price differs from the target price by more than 45%; BTG Hotel, Song Cheng Performing Arts and Guilin Tourism also have more than 30% room for growth.

In terms of attention, Zhong Mian, China is the most concerned, with 45 institutions participating in the company rating; BTG Hotel, Jinjiang Hotel, Song Cheng Performing Arts and Cree International followed closely, with more than 30 rating agencies. Affected repeatedly by the epidemic, the mid-year reports of listed companies generally performed poorly. The agency predicts that the annual performance of Jinjiang Hotel, Shang Feng Culture and Jinling Hotel is expected to double, and the three special ropeways and Zhongxin Tourism will achieve more than 50% year-on-year growth.