出境游市场步入恢复期 龙头企业争相布局

The outbound tourism market enters a recovery period, leading enterprises to compete for layout

2月6日起，内地与港澳人员往来将全面恢复，同时试点恢复旅行社经营中国公民赴有关国家出境团队旅游业务。在此背景下，携程、众信旅游等龙头旅游企业争相布局出境游，相关旅游产品加速推出。业内人士表示，随着航班运力陆续恢复，签证业务有序展开，我国旅游市场的恢复将呈现出国内游拉动出境游，周边游带动长线跨境游的趋势，预计2023年“五一”黄金周或暑期能够感受到市场较为明显的积极变化。

From February 6, the mainland and Hong Kong and Macao personnel exchanges will be fully resumed, and travel agencies will resume the business of outbound group tourism for China citizens to relevant countries on a trial basis. In this context, Ctrip, Zhongxin tourism and other leading tourism enterprises compete to layout outbound tourism, and relevant tourism products accelerated launch. industry insiders said, with the continuous recovery of flight capacity and the orderly development of visa business, the recovery of China's tourism market will present the trend of domestic tourism pulling outbound tourism, Peripheral tourism driving long-term cross-border tourism. It is expected that the more obvious positive changes in the market will be felt during the "May Day" golden Week or summer holiday in 2023.

出入境业务量激增

The volume of inbound and outbound business has soared

“办理出入境业务需要在‘北京公安出入境’公众号线上预约之后，到现场取号排队。”2月4日，北京市公安局朝阳分局出入境接待大厅工作人员告诉中国证券报记者，近期普通护照、港澳通行证及签注业务办理量快速上涨，尤其是香港签注开放办理以后，业务办理排队时间有时会达到4小时以上。目前朝阳分局出入境接待大厅一周内的线上预约名额已满。

"For entry and exit business, you need to make an appointment on the 'Beijing Public Security Entry and Exit' official account, and then pick up the number and queue up at the scene." On February 4, Beijing City Public Security Bureau Chaoyang Branch entry-exit reception hall staff told China Securities News reporter that recently, the ordinary passport, Hong Kong and Macao pass and endorsement business processing volume rose rapidly, especially after Hong Kong endorsement open processing, business processing queue time sometimes reaches more than 4 hours. At present, the online reservation quota for the entry-exit reception hall of Chaoyang Branch is full within one week.

记者登录“北京公安出入境”微信公众号出入境业务预约页面，“预约地点”和“预约时间”选项上方提示，“近期东城、西城、朝阳、海淀、丰台出入境大厅办理人员较多，等候时间较长，建议选择周边受理地点递交申请。”去哪儿平台数据显示，截至1月30日，签证业务搜索量比2022年12月增长近3倍。

The reporter logged on to the "Beijing Public Security Exit and Entry" WeChat official account of entry and exit business reservation page, and the prompt above the "reservation place" and "reservation time" options said, "Recently, there are more people in Dongcheng, Xicheng, Chaoyang, Haidian and Fengtai entry and exit hall, waiting time is longer. It is recommended to choose the surrounding acceptance places to submit the application." As of Jan.30, visa searches nearly tripled from December 2022, according to Qunar.

“每天上午10点前办理业务排队人数较少，中午以后办理业务一般需要排队1小时以上。”北京市公安局东城分局出入境接待大厅工作人员告诉记者，办理普通护照和港澳通行证业务，可以就近到派出所预约办理。只办理香港、澳门签注业务需要到分局出入境接待大厅。非首次澳门签注业务可以在自助服务机办理，目前香港签注业务只能在人工窗口办理。

"The number of people queuing up for business before 10:00 a.m. every day is relatively small, and it usually takes more than one hour to queue up for business after noon." Beijing Municipal Public Security Bureau Dongcheng Branch of the entry-exit reception hall staff told reporters, for ordinary passports and Hong Kong and Macao pass business, people can go to the nearest police station to make an appointment. Only for Hong Kong and Macao endorsement business, people need to go to the entry-exit reception hall of the branch bureau. Non-first-time Macao endorsement business can be handled at self-service machines, while Hong Kong endorsement business can only be handled at manual windows at present.

推动港澳航旅复苏

Promoting the Recovery of Hong Kong and Macao Air Travel

“三年前去过澳门旅游，对澳门美食念念不忘，这次香港、澳门都要去，开启吃货之旅！”北京市公安局朝阳分局出入境接待大厅内，等待办理港澳签注业务的徐行舟告诉记者，自己和朋友已经做好了香港、澳门的旅游攻略，等办完赴港澳相关材料就着手预订机票和酒店。“春节后机票价格也降了不少，打算3月出发，刚好赶上樱花季，可以去大埔滨海公园赏花拍照。”

"Three years ago, I traveled to Macao and never forgot the food in Macao. This time, I will go to Hong Kong and Macao to start a food journey!" At the Beijing Municipal Public Security Bureau Chaoyang Branch of the entry-exit reception hall, XuXingZhou is waiting to handle Hong Kong and Macao endorsement business, he told reporters that He and his friends have done a good job of Hong Kong and Macao travel strategy, and will book air tickets and hotels after finishing the related materials of Hong Kong and Macao travel." After the Spring Festival, the air ticket price has also dropped a lot. I plan to leave in March, just in time for the cherry blossom season. I can go to Dapu Binhai Park to enjoy flowers and take photos."

近日，国务院联防联控机制综合组发布《关于全面恢复内地与港澳人员往来的通知》，自2月6日零时起实施。《通知》指出，取消经粤港陆路口岸出入境预约通关安排，不设通关人员限额。恢复内地居民与香港、澳门团队旅游经营活动。内地毗邻香港、澳门口岸应开尽开，通关便利化措施应出尽出，内地与港澳跨境直通道路客运和铁路、水路、航空客运运力应用尽用。

Recently, the State Council's Joint Defense and Control Mechanism Comprehensive Team issued the "Notice on the Full Resumption of Personnel Exchanges between the Mainland and Hong Kong and Macao," which will be implemented from 0:00 on February 6. The notice pointed out that the arrangement of appointment for entry and exit through the land boundary control points of Guangdong and Hong Kong will be cancelled and no quota will be set for customs clearance personnel. Resume the tourism business activities of group tourism between mainland residents and Hong Kong and Macao. Ports adjacent to Hong Kong and Macao in the Mainland shall be fully opened, customs clearance facilitation measures shall be fully taken, and cross-border direct road passenger transport capacity between the Mainland and Hong Kong and Macao and railway, waterway and air passenger transport capacity shall be fully utilized.

去哪儿平台数据显示，自《通知》消息发布时起半小时内，往返香港机票瞬时搜索量增长7倍。同程旅行平台香港旅游搜索热度瞬时上涨超过371%，澳门旅游搜索热度上涨324%。

According to the data of Qunar, instantaneous searches for round-trip tickets to Hong Kong have increased sevenfold within half an hour since the news of the notice was released. On Tongcheng travel, the popularity of searching Hong Kong travel instantly rose more than 371%, and Macau travel rose 324%.

记者在飞猪APP查询发现，全国各地飞香港、澳门的机票价格相比春节期间大幅回落，上海往返香港、澳门的机票价格在1000元左右，北京往返香港的机票价格在1500元左右。澳门航空上线“买一送一”活动，购买内地往返澳门机票享受买一送一优惠。

Reporters inquire in the Fliggy and found that the ticket prices to Hong Kong and Macao across the country fell sharply compared with the Spring Festival. The ticket price to and from Hong Kong and Macao in Shanghai was around 1000 yuan, and the ticket price to and from Hong Kong in Beijing was around 1500 yuan. Air Macau launched a "buy one get one free" campaign to buy mainland round-trip tickets to Macau to enjoy a buy one get one free discount.

日前，香港特区行政长官李家超在“你好，香港！”启动礼上宣布，将向世界各地旅客派发50万张免费机票，欢迎旅客来港。香港国际机场方面表示：“该计划向主要市场旅客免费赠送机票，进而刺激航空交通量，尤其是访港旅游，并推动香港航空业及旅游业复苏，振兴经济。”

A few days ago, Li Jiachao, Chief Executive of the Hong Kong Special Administrative Region, said at the launch ceremony of "Hello, Hong Kong!" that 500,000 free tickets would be distributed to visitors from all over the world to welcome visitors to Hong Kong. HKIA said: "The scheme will provide free tickets to passengers in major markets, thereby stimulating air traffic, especially inbound tourism, and promoting the recovery of Hong Kong's aviation and tourism industries and revitalizing the economy."

“内地游客一直以来都是港澳客源市场的重要组成部分。”携程团队游CEO江文表示，如今赴港澳跟团游及“机+酒”自由行的恢复，将进一步激发游客对港澳旅游的消费需求，也为赴港澳旅游提供了更便捷的方式。

"Mainland tourists have always been an important part of the tourist source market of Hong Kong and Macao." Jiang Wen, CEO of Ctrip group tour, said that the recovery of group tour and "air tickets+ hotel" free travel to Hong Kong and Macao will further stimulate tourists' consumption demand for Hong Kong and Macao tourism, and also provide a more convenient way to travel to Hong Kong and Macao.

旅游产品加速推出

Accelerated launch of tourism products

“航班资源有限以及团票政策不明朗，导致当前国内出发的境外跟团产品选择较少。我们在与海外地接社密切联系，紧锣密鼓地摸排采购资源，制定产品上线计划，审核上架产品。”携程海外跟团产品总监张妍介绍道，“我们预判大概从3月开始，出境跟团产品数量和报名人数都会增势喜人。”

"Limited flight resources and uncertainty of group ticket policy has resulted in fewer choices of overseas tour products departing from China. We are in close contact with overseas local travel agencies, intensively mapping out procurement resources, developing product launch plans, and reviewing products on shelves." Zhang Yan, product director of Ctrip's overseas group tour, said: "We predict the number of outbound group tour products and applicants will increase from March onwards."

此前，文旅部宣布，2月6日起，试点恢复全国旅行社及在线旅游企业经营中国公民赴有关国家出境团队旅游和“机票+酒店”业务。旅行社及在线旅游企业可开展产品发布、宣传推广等准备工作。恢复上述旅游业务的国家包括泰国、印度尼西亚、柬埔寨、马尔代夫、斯里兰卡、菲律宾、马来西亚、新加坡、老挝、阿联酋、埃及、肯尼亚、南非、俄罗斯、瑞士、匈牙利、新西兰、斐济、古巴、阿根廷。

Earlier, the Ministry of Culture and Tourism announced that from February 6, travel agencies and online travel enterprises nationwide will resume operating outbound group tourism and "air ticket + hotel" business for Chinese citizens to the countries concerned on a pilot basis. Travel agencies and online travel enterprises can carry out preparations such as product launch, publicity and promotion and other preparatory work. Countries that have resumed the above-mentioned tourism include Thailand, Indonesia, Cambodia, Maldives, Sri Lanka, the Philippines, Malaysia, Singapore, Laos, the United Arab Emirates, Egypt, Kenya, South Africa, Russia, Switzerland, Hungary, New Zealand, Fiji, Cuba and Argentina.

“公司将实时关注政策、市场、签证及航班的变化，持续为出境游市场注入活力。”众信旅游相关负责人表示，公司第一时间推出了诸多灵活多样的旅游产品，首批上线了以mini tour为代表的定制类产品，目的地涵盖法国、瑞士、英国、日本、马尔代夫等；长线旅游产品方面，2023年南北极产品、2024年环球121天邮轮产品也已全部筹备完毕并推向市场。

"The company will pay close attention to the changes of policies, markets, visas and flights in real-time, and continue to inject vitality into the outbound tourism market." Zhongxin's tourism-related responsible person said that the company launched a lot of flexible and diverse tourism products at the first time. The first batch of customized products represented by mini tour were launched, the destinations cover France, Switzerland, United Kingdom, Japan, Maldives, etc.; In terms of long-term tourism products, the Arctic and Antarctic products in 2023 and the global 121-day cruise products in 2024 have also been prepared and launched to the market.

ST凯撒在官方微信公众号“凯撒旅业”发布消息称，凯撒旅游出境游业务已全面启动。“凯撒旅游首批数十款不同类型的出境旅游产品即将陆续上线，2023年首个赴欧旅游团组将于2月7日启程。”凯撒旅业董事长陈杰表示。

ST Caesar announced on the official WeChat public account "Caesar Travel" that Caesar's outbound tourism business has been fully launched. Chen Jie, chairman of Caesar Travel, said:"The first batch of dozens of different types of outbound tourism products of Caesar Travel will be launched soon. The first tour group to Europe in 2023 will set out on February 7."

携程平台数据显示，截至1月末，2月国内出境复飞航线已超过40条，复飞周均航班量已超过140班。其中，亚洲目的地航线占比超过八成，仅港澳及泰国复飞航班占比就达到四成以上。此外，从价格上看，三成航班的价格低于2019年同期成交均价，一成左右航班甚至比2019年便宜30%以上。

The data of Ctrip shows that, by the end of January, February domestic outbound re-flight routes have exceeded 40, re-flight weekly average flight volume has exceeded 140 classes. Among them, Asian destination routes accounted for more than 80%, Hong Kong, Macao and Thailand alone accounted for more than 40%. In addition, from the price point of view,30% of flights are lower than the average transaction price of the same period in 2019, and about 10% of flights are even more than 30% cheaper than 2019.

民生证券表示，出境游市场逐步步入恢复期，深耕出境游渠道、近期出境游业务快速发力的龙头旅游企业有望带动出境游业务快速回暖并抢占更多市场份额。

Minsheng Securities said, the outbound tourism market gradually stepped into the recovery period, deep cultivation of outbound tourism channels, the recent outbound tourism business rapid development of the leading tourism enterprises are expected to drive the rapid recovery of outbound tourism business and seize more market share.

中原证券表示，随着航班运力陆续恢复，签证业务有序展开，我国旅游市场的恢复将呈现出国内游拉出境游，周边游带动长线跨境游的趋势，预计2023年“五一”黄金周或暑期能够感受到市场较为明显的积极变化。

Zhongyuan Securities said, with the resuming of the flight capacity, visa business orderly development. China's tourism market recovery will present the trend of domestic tourism pulling outbound tourism, Peripheral tourism drive long-term cross-border tourism trend. It is expected that by 2023"May Day" Golden Week or summer can feel the more obvious positive changes in the market.