惠譽:強勁需求有望支撐內地本地旅遊業全年表現
評級機構惠譽表示,積壓需求強勁及出境航班復甦緩慢將繼續為今年內地本地旅遊業的復甦和出色表現提供支撐。
稅務部門數據顯示,五一假期期間本地旅遊出遊人次恢復至2019年同期水平的119%,顯著高於旅遊收入的恢復水平,表明每人次旅遊消費支出較2019年同期下降;市場認為這表明消費者信心和消費能力均有所減弱。
惠譽認為,造成勞動節假期每人次旅遊消費下降的因素可能包括:實施數年的出行限制措施解除後大量低收入遊客出遊、更多遊客選擇低線城市和鄉村作為旅遊目的地,以及酒店或機票價格高昂導致短途遊佔比仍然較高。事實上,今年首季內地遊客本地遊每人次旅遊消費超過了2019年同期水平。
惠譽認為,由於內地消費者在經歷多年的出行限制後出遊願望強烈,旅遊業受就業和收入增長不確定性的影響小於其他服務業及商品零售行業。此外,出境航班恢復緩慢,導致不少遊客轉而選擇本地遊,這也令本地旅遊市場獲益。
惠譽預期,國際航班旅客運輸量要到今年年第四季度才有望恢復至疫前水平的80%,這將繼續助力2023年本地旅遊業的強勁復甦。
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