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社会服务行业专题研究报告:春节旅游恢复小超预期重点关注节后出行链三大机会-230129(17页).pdf

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社会服务行业专题研究报告:春节旅游恢复小超预期重点关注节后出行链三大机会-230129(17页).pdf

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18、-10106%105%78%129%168%71%87%103%104%118%111%256%155%101%101%351%113%58%北京上海广州深圳成都东莞杭州合肥南京宁波青岛苏州天津武汉西安长沙郑州重庆保定哈尔滨桂林哈尔滨呼和浩特济南兰州南昌三亚厦门石家庄沈阳太原乌鲁木齐西宁2023-01-27T+5100%102%100%101%106%103%101%98%106%100%102%104%103%100%92%106%85%102%102%101%99%101%96%109%101%98%106%102%104%101%99%102%99%2023-01-26T+499%104

19、%99%100%103%102%101%96%101%100%102%104%103%103%99%104%103%99%98%102%101%102%98%100%103%99%100%103%99%101%99%102%98%2023-01-25T+399%103%98%99%102%101%102%83%96%101%102%102%102%105%99%104%104%98%98%101%99%101%97%102%101%99%103%101%100%100%99%98%98%2023-01-24T+298%103%99%100%103%101%101%101%107%100%101

20、%104%102%104%101%104%103%99%97%100%99%100%98%99%100%99%108%103%100%100%99%99%98%2023-01-23T+1101%104%99%100%102%102%99%95%102%97%92%105%102%104%100%98%103%98%96%102%99%102%99%99%101%102%102%103%99%108%99%105%98%2023-01-22T+099%105%99%101%103%102%103%97%103%99%98%105%102%104%97%103%102%97%97%106%101%

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29、i#$/UV)!-SWT*+y D!z F0hi.-D!z F/CD0N#$/0z c bdhiOUV)!zDE xU0!0 D!z F/gn2_!|D|S!00NSSpNS5hi5CELMNi|0#$OUV N)z!x0 D!z F/2_ Ez0 hiUV50 2A?0 D!|F/zE xR5Fb9:!UV)!xU0 Dzz 0-F/|0pyp-z#CD#$/5xU 0,_:t xU2_-!D0“vXY!9:!“7!”_#$:/OUV)D!U02_ zC0%20%40%60%80%100%120%140%2020春节2020清明2020五一2020端午2020国庆2021春节2021清明20

30、21五一2021端午2021中秋2021国庆2022春节2022清明2022五一2022端午2022中秋2022国庆2023元旦2023春节国内出游人次(%2019)国内旅游收入(%2019)客单价(%2019)#$%&()!#$%&()*+,!vwfghi#$f*+vwfghi#$f*+景区 统计时间 客流量(万人次)较 22 年增速 较 19 年增速 相关上市公司 黄山 春节假期(1.211.27)14.2 -12.36%黄山旅游、宋城 峨眉山 春节假期(1.211.27)27.8 38.15%36.81%峨眉山 A 上海海昌海洋公园 春节假期(1.211.27)21 95%-海昌海洋公园

31、 乌镇 春节假期(截至 1.24)10-基本持平 中青旅 千岛湖 春节假期(1.211.27)9.61 -30.90%复星旅文(千岛湖 CM)常州市 春节假期(1.211.27)119.23 -17.27%天目湖 丽江市 春节假期(截至 1.25)136.11-前五天与 19 年七天持平 云南旅游、复星旅文(丽江复游城)、宋城演艺(丽江千古情)丽江古城 春节假期(截至 1.23)44.6 312.42%-玉龙雪山 春节假期(截至 1.24)8.5 桂林市 春节假期(1.211.27)375.80 77.89%70.84%桂林旅游、复星旅文(桂林 CM)、宋城演艺 长白山 1.24 大年初三 0

32、.66 375.13%长白山、复星旅文(长白山 CM)长白山万达国际度假区 春节假期(1.211.27)-70%30%三亚景区合计 1.201.23 60.14 36.72%-中国中免,复星旅文(三亚亚特)等 南山度假区 1.201.23 14.19 首旅酒店 三亚千古情景区 1.201.23 6.14 宋城演艺 海昌梦幻不夜城 1.201.23 5.30 海昌海洋公园 -./mnopq3mWkl23456789:CRj()0RPc30AS_#SpJ7+,SjvwBC!G|y!G D|gny D!z F/R!|0MS560RP*+VIC!#$ABC-Q#$ABC-Q!z z F/pF/p D!

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36、jde5klm0tuyAFpp!D!v!D|v!a*+y DDD FSDD!FR!ES0-Q DDD F05Lst:!f*+pDD F!SD!F C环比变动--09同比变动 较19年变动2022202120202019社零总额4.1-1.8-5.9-0.52.5-12.77.8-0.212.5-3.98.0城镇4.2-1.8-6.0-0.62.5-12.88.3-0.312.5-4.07.9乡村3.9-1.3-5.20.22.3-12.1-1.70.012.1-3.29.0商品零售5.5-0.1-5.60.53.0-11.38.50.511.8-

37、2.37.9餐饮收入-5.7-14.1-8.4-8.1-1.7-24.9-5.9-6.318.6-16.69.4汽车以外消费品3.5-2.6-6.1-0.91.2-13.35.8-0.412.9-4.19.0限额以上消费品4.5-1.3-5.8-0.56.1-12.015.51.413.4-1.93.9限额以上商品零售5.5-0.2-5.70.06.6-10.915.71.912.8-1.03.7限额以上餐饮收入-10.3-17.8-7.5-7.70.1-29.412.8-5.923.5-14.07.1粮油食品6.610.53.98.38.5-2.128.58.710.89.910.2烟酒-5

38、.3-7.3-2.0-0.7-8.8-18.928.92.321.25.47.4饮料11.75.5-6.24.14.9-15.144.05.320.414.010.4纺织服装3.1-12.5-15.6-7.5-0.5-19.2-3.8-6.512.7-6.62.9日用品-0.1-9.2-9.1-2.25.6-15.122.9-0.714.47.513.9中西药品31.539.88.38.99.32.513.612.49.97.89.0化妆品-14.7-19.3-4.6-3.7-3.1-18.531.5-4.514.09.512.6金银珠宝-11.4-18.4-7.0-2.71.9-30.915

39、.7-1.129.8-4.70.4家电4.2-13.1-17.3-14.1-6.1-13.9-2.7-3.910.0-3.85.6文化办公用品1.4-0.3-1.7-2.18.7-14.437.54.418.85.83.3家具-1.8-5.8-4.0-6.6-7.3-22.0-17.0-7.514.5-7.05.1通讯器材13.1-4.5-17.6-8.95.8-18.029.9-3.414.612.98.5石油及制品-1.3-2.9-1.60.910.2-11.514.89.721.2-14.51.2建筑及装潢材料1.1-8.9-10.0-8.7-8.1-26.6-7.3-6.220.4-2

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