Data Map

Illustration/Tingshu Wang

"I did not make an appointment to the ticket (Huang Guoshu) tickets, we thought of going to the scene to buy tickets early in the morning. The ticket office at 6 o'clock in the morning found that many people were lining up.Go in line! "Ms. Zhao from Hainan said.

In the famous Guizhou Huangguoshu Big Waterfall Scenic Area, she lined up for an one and a half hours to reach the scenic spot of Shuilu Cave.And she was a tourist who entered the park early that day, and the tourists who entered the park later could be imagined.

This summer province-Guizhou tourism is very hot. The topic of "100 million people in Guizhou and 200 million people on the road" once caused a hot discussion among netizens.Guizhou should be the epitome of the first summer tourist season after China's re -opening.

"Xi'an is also‘ people ’s crowd’. I went to the ancient city wall last night, and it was crowded, ”Mr. Li, who was traveling in Xi'an.

Summer "compensation" tourism demand is concentrated.China National Railway Group Co., Ltd. expects that 760 million passengers are expected to send passengers from July to August this year, with a daily delivery of more than 12 million.In July, 406 million passengers have been completed and 13.1 million daily.

China's civil aviation industry in July increased by 83.7%year -on -year, setting a record high of the monthly civil aviation.Online tourism service platform, Ctrip, also said that "five years from the most prosperous summer of driving tour", referring to the number of domestic car rental orders in the summer of this year, the number of self-driving orders in China increased by more than 80%year-on-year, an increase of 352%over the same period in 2019.

"We have a total of 10 boats, but we only drove four today. There are no boatmen .... This is more than a month of months. It is too tired to be idle. From morning to night, some boatmen can not bear it.People would rather rest if they would rather make money, "the staff of a drifting attraction in Guizhou complained that tourists who had waited for more than an hour have not been able to board the ship.

The price of the travel chain is super seasonality. It also confirms this.The service prices in the consumer price index (CPI) in China in July increased by 1.2%year -on -year, a 17 -month high; of which, the price of air tickets fell from 5.8%last month to 11.9%.The performance ticket prices rose 13.2%, 13.1%, and 5.9%, respectively, and the increases expanded.

But the overall CPI decreased by 0.3%year -on -year, the first time since February 2021 fell into the negative range.

** Service Consumption is hot and difficult to cover the object of consumption **

In order to better reflect the service consumption situation, China disclosed the retail sales data for the first time on Tuesday, and from January to July, it increased by 20.3%year-on-year.However, at the same time, the total retail sales of social consumer goods that focus on commodity retail and catering income have only increased by 7.3%.In July, the Shanyue News Agency increased by 2.5%, a low point since December 2022; 0.06%month -on -month, the first turn of the year.

Among them, the retail sales of goods increased by 5.9%from January to July, and only increased by 1%in July. In contrast, catering revenue increased by 20.5%and 15.8%, respectively.

According to the professional version of Ali Film Lighthouse, as of 12:00 on August 14, the total box office (including pre-sale) of the summer of 2023 (June 1-August 31) has exceeded 17 billion yuan.This is also the third time the box office of 2018 (17.377 billion) and 2019 (17778 billion) in 2018, the third time the box office broke through 17 billion

"Do not rule out the squeeze effect of service consumption, especially in summer, but the impact of this possible existence exactly indicates how weak consumer confidence is, and the consumption of goods is almost full of weakness," Citi Group chief Chinese economistYu Xiangrong said.

Minsheng Bank analysts Wen Bin and Wang Jingwen also pointed out when evaluating zero data that the growth rate of service consumption and basic living consumption has accelerated slightly, but upgraded, durable consumer products and real estate -related consumption have weakened, such as in upgrading categoriesThe average growth rate of cosmetics fell from 9%to 1.6%from 9%, and the average growth rate of cars in durable products fell from 8.2%to 7.3%, and real estate consumption expanded from -8.8%to -12%.

"In July, residents 'consumption showed a weak trend as a whole, and it should be mainly affected by the two aspects of consumption power and consumption willingness," they said that the high unemployment rate affects the overall consumption capacity of the residents to further expand, and it is expected to continue to restrict residents' consumption consumption.Will.

China ’s urban survey in July rose to a four -month high of 5.3%.However, the National Bureau of Statistics has not announced the data of the youth unemployment rate that has attracted much attention today and announced the suspension of this data this month.

** Outbound tour continues to rise **

"My mother and daughter have always wanted to go to Japan, and now let go, so hurry up," Ms. Zhang, who had a daughter of the elementary school in her family, said.She went to Japan for a week as soon as her daughter took a summer vacation.

Ctrip data also shows that the turnover of overseas car rental in the summer of this year increased by 164%year -on -year, and the increase in orders after entering June was higher than 30%month -on -month.

According to the notice issued by the Ministry of Culture and Tourism last week, the Chinese outbound team has increased to 138 countries, and the United States, Japan, South Korea,,, South Korea, Australia and Britain are listed.

Capital Economics) Julian Evans-PritChard, the Chinese economic director, said that about 20%of Chinese outbound tourists before the epidemic flowed to the United States, Japan, South Korea, and Macao.%, Accounting for about 60%of all outbound travel consumption. It is expected that the latest round of relaxation will boost these countries. "

With the elimination of restricted factors related to outbound tourism, he still believes that by the end of the year, China's outbound tour will return to 75%before the epidemic, and then it should surpass the level before the epidemic before the end of 2024.

"But considering the slowdown of Chinese family wealth and income growth, it is unlikely to fully return to the trend before the epidemic," he said.