阿里(09988.HK):中國景區及酒店預訂量按年倍增 95後成出遊主力
阿里(09988.HK)指出內地旅遊消費需求在剛過去的中國「五一」假期(5月1日至5日)持續錄得強勁表現,綜合飛豬、支付寶、高德地圖、淘寶特價版、餓了麼及天貓超市等平台統計,今年「五一」假期的機票住宿、景區門票、租車預訂出行量均較去年大幅上升,表現甚至勝於新冠疫情出現前水平。
據中國文化和旅遊部在5月6日披露,今年5月1日至5日期間中國大陸旅遊出遊人次達2.3億,按年增長119.7%,按可比口徑恢復至疫情前同期的103.2%;實現旅遊收入1,132.3億元人民幣,按年增長138.1%,按可比口徑恢復至疫前同期的77%。
而根據飛豬統計,今年「五一」假期全中國的景區門票預訂量按年大漲超過420%;酒店預訂量按年漲超過200%;租車自駕遊的數量也按年增長超過10倍。值得留意的是消費力從大城市滲透至鄉村,飛豬統計顯示,以中國三線至五線城市為目的地的遊客消費額,佔整體消費額比例近60%。
另外泛指95後的「Z世代」成為「五一」出遊主力,飛豬統計顯示,「Z世代」佔整體遊客比例約43%排第一;鄉村銀髮族前往1線及2線城市的旅遊預訂量,也較去年「五一」假期開始前的預訂量上漲超過40%。
而據支付寶統計顯示,5月1日至3日全中國景區經由支付寶完成的交易額,較2020年5月1日至3日上漲約200%;酒店交易額較去年同期增長約120%,也較2019年5月1日至3日同時期數字增長近一倍;免稅店的整體消費人次按年上升近250%。(el/k) ~
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