环球热推荐:CBN丨Vacation consumption sizzles during Dragon Boat Festival holidays

来源: 21经济网2023-06-28 01:56:17
  

Hi everyone. I’m Stephanie LI.


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大家好,我是主持人李莹亮。

Coming up on today’s program.

重点提要

China saw 106 million domestic trips during this year’s Dragon Boat Festival, 12.8% above the pre-pandemic level;

China issues priority list for pilot free trade zones.

Here’s what you need to know about China in the past 24 hours

中国经济要闻

Consumption boomed in China during the Dragon Boat Festival holiday that ended on Saturday, benefiting the tourism, entertainment, transportation and catering sectors in particular.

A total of 106 million domestic tourism trips were made during the holidays, up 32.3 percent year-on-year and 12.8 percent higher than the figure in 2019. The three-day holiday registered a year-on-year revenue jump of 44.5 percent in terms of domestic traveling, raking in 37.31 billion yuan,recovering to 95 percent of the same period in 2019, according to data from the Ministry of Culture and Tourism released on Saturday.

Meanwhile, a total of 140.47 million passenger trips are estimated to have been made during the holidays via railways, highways, waterways and civil aviation, up 89.1 percent from 2022, the Ministry of Transport said on Saturday.

During the festival, China"s immigration authorities processed a total of 3.9 million inbound and outbound visits, a jump of about 2.3 times from last year, or 64.6 percent of the 2019 level.

Tourist destinations across the country were flooded with millions of visitors taking advantage of the three-day holiday, according to data released by various localities. For example, Shanghai received 6.72 million tourist visits during the holiday.

The volume of air tickets, hotels, scenic spot tickets and holiday business all exceeded that of the same period in 2019, according to multiple online travel agency platforms. The flow of people in domestic scenic spots has surged by more than 30 percent compared with that of in 2019, data from Tongcheng Travel showed.

Consumption also saw a surge during the break. Data from online shopping platforms Meituan and Dianping released on Saturday showed that in the first two days of holidays, life services consumption increased by 60 percent year-on-year, and the average daily consumption of cross-city tourists increased by 190 percent year-on-year. In particular, night time spending was up 95 percent on a yearly basis.

In Beijing, customer flow trackers in 60 key commercial districts recorded 20.68 million entries over the holiday, up 76.8 percent year-on-year, according to Beijing’s commerce bureau.

Furthermore, China’s box office topped 909 million yuan during this year’s holiday, propelling it to become the second highest-grossing period of all time, only slightly lower than the 2018 figure of 912 million yuan, according to China Film Administration, the country"s top sector regulator.

五年来最火端午收官。假日消费焕新,为传统节日注入新活力,文旅行业复苏强劲,多地纷纷点亮“夜经济”,激活消费新空间……刚刚过去的端午假期,国内餐饮、零售、旅游等市场人气旺盛,消费活力加速释放。

6月24日,文化和旅游部对外披露,经文旅部数据中心综合测算,2023年端午节假期全国国内旅游出游1.06亿人次,同比增长32.3%,按可比口径恢复至2019年同期的112.8%;实现国内旅游收入373.10亿元,同比增长44.5%,按可比口径恢复至2019年同期的94.9%。

交通运输部数据显示, 6月22日至24日(端午节假期),全国铁路、公路、水路、民航预计共发送旅客14047万人次,比2019年同期下降22.8%,比2022年同期增长89.1%。其中,铁路预计发送旅客4326万人次,比2019年同期增长12.8%,比2022年同期增长150.2%;公路预计发送旅客8934万人次,比2019年同期下降33.3%,比2022年同期增长64.4%;水路预计发送旅客253万人次,比2019年同期下降43.6%,比2022年同期增长99.3%;民航预计发送旅客534万人次,比2019年同期增长3.0%,比2022年同期增长287%。

各航空公司的机票预订量同比去年也有所增长。截至6月19日,东航及旗下上航、中国联合航空端午假期机票预订量超过94万,预订量是去年端午假期的3.6倍。

多家OTA平台数据显示,国内游出行订单量持续超越疫情前。去哪儿数据显示,2023年端午假期,国内热门城市机票预订量超过2019年同期二成 ,国内热门城市酒店预订量超过2019年同期1.6倍。从目的地来看,成都、上海、杭州、北京、广州是游客长线游首选目的地。

出境游方面也有不同程度的增长。飞猪数据显示,国际机票预订量和2023年元旦相比增长超4.1倍、国际酒店预订量增长超3.4倍。

国际移民管理局数据显示,2023年端午节期间,全国边检机关共查验出入境人员396.3万人次,日均132.1万人次,较去年端午节增长约2.3倍,是2019年端午节的64.6%。

假日期间,受居民出行、旅游热情高涨等因素带动,多地餐饮消费持续升温。北京市商务局发布数据显示,端午假期监测餐饮企业营业额同比增长88.2%。此外,端午假期多地出现高温天气,不少人选择“错峰”出门,助推夜间消费热度攀升。美团、大众点评数据显示,端午假期前两天,夜间消费较去年假日同期增长95%。

商务部新闻发言人束珏婷表示,随着暑期等消费旺季到来,居民节假日休闲购物、出行旅游等消费需求将进一步释放,叠加相关促消费政策支持和活动促进,二季度消费市场有望继续保持平稳增长态势。

端午票房同样亮眼。国家电影局6月25日发布数据,2023年6月22日至24日,我国电影端午档票房达9.09亿元,取得了影史端午档第二的成绩。其中,国产影片票房占比为80.08%。电影《消失的她》以5.07亿元票房领跑。

The Ministry of Commerce has issued a priority list for pilot free trade zones (FTZs) during the 2023-2025 period as the country marks the 10th anniversary of its pilot FTZ construction. The country"s FTZs will push forward 164 priorities in the next three years, including major institutional innovation, key industries, platform construction, as well as major projects and activities, according to the ministry. To promote high-quality development of the FTZs, the list was made based on each FTZ"s strategic positioning and development targets, as each of the 21 FTZ will focus on seven to 10 key tasks.

商务部明确各自贸区未来三年重点任务清单:6月25日商务部印发《自贸试验区重点工作清单(2023—2025年)》,其中明确了164项重点工作。今年恰逢首个自贸区成立十周年。十年来,全国设立21个自贸试验区,基本形成了覆盖东西南北中的改革开放创新格局。《工作清单》明确了2023-2025年相关自贸试验区拟自主推进实施164项重点工作,每个自贸试验区的重点工作7-10项,包括重大制度创新、重点发展产业、重要平台建设及重大项目活动等。

China"s economy saw an overall recovery and improvement in the first half of this year, with GDP forecast to expand 6.2 percent year-on-year, according to a report released by the China Macroeconomy Forum of Renmin University of China on Sunday. According to the report, the key task in 2023 is to achieve the recovery of macroeconomy and restore microcosmic foundation, in a bid to return to the track of expansionary growth. The report predicted China"s real GDP growth will stand at 6.0-6.7 percent in the first half of this year, with a reference figure of 6.2 percent. Given the process of economic recovery and a low base effect, China"s full-year GDP is expected to grow at 5.2-6.1 percent. Consumption will become a key driver for economic growth in the short term, the report said. In 2023, consumption and investment is predicted to grow 8 and 4.5 percent respectively, while exports are estimated to fall 4.9 percent.

报告预计上半年中国经济增长6.2%:6月25日,中国人民大学中国宏观经济论坛(CMF)季度论坛上,发布了CMF中国宏观经济分析与预测报告(2023年中期)。报告指出,2023年是疫情影响消退与经济秩序归位的一年。中国经济核心任务是实现宏观经济恢复性增长和微观基础深度修复,进而重返扩张性增长轨道。报告预计,上半年实际GDP增长区间为6.0%-6.7%,基准数值预测为6.2%。下半年,中国宏观经济将开启经济复苏的第二阶段,全社会资产负债表有望得到初步修复,从而为恢复性增长迈向扩张性增长奠定良好基础。考虑到经济恢复进程和低基数效应,预计全年GDP增速为5.2%-6.1%,基准数值预测为5.7%。从三大需求来看,预计2023年消费增长8%,投资增长4.5%,出口下降4.9%,但净出口增长1.8%,消费成为拉动短期经济增长的主要动力。

Moving on to regional highlights

区域观察

Line 11 of the Suzhou metro went into operation on Saturday, linking the city of Suzhou, in east China"s Jiangsu Province, with Shanghai. This is the first time that the core cities in the Yangtze River Delta region have linked their separate urban subway systems transcending administrative boundaries and geographical barriers in different provincial-level regions. The trans-provincial subway line now cuts travel time between Suzhou and Shanghai to about two hours.

上海苏州正式互通地铁:24日,苏州轨道交通11号线正式投入运营,并与上海轨道交通11号线实现无缝换乘,长三角核心城市间首次实现地铁系统跨省互联互通。此次地铁全线互通将满足两地日常稳定的通勤需求,从苏州市区到达上海市区只需约2个小时。

The 2023 Summer Davos Forum completed a green power deal with a new energy company, marking the first time Tianjin will use green power to hold a large event. The green power transaction reached one million kilowatt hours of electricity, equivalent to saving 320 tons of standard coal and reducing 800 tons of carbon dioxide. The 14th Annual Meeting of the New Champions, also known as the Summer Davos Forum, will be held in Tianjin from June 27 to 29. The theme of this year"s annual meeting is "Entrepreneurship: The Driving Force of the Global Economy.” Approximately 1,500 leaders from both public and private sectors from more than 90 countries will come together for the three-day event.

夏季达沃斯即将开幕:近日,在天津电力交易中心组织下,2023年夏季达沃斯论坛场馆方梅江会展中心与新能源发电企业完成绿电交易,达成交易电量100万千瓦时,相当于节约标煤320吨,减排二氧化碳800吨。这是天津首次为大型活动开展绿电交易,更标志着夏季达沃斯论坛活动场馆首次实现活动期间100%绿电供应。27日至29日,第十四届夏季达沃斯论坛将在天津举办,来自全球近100个国家和地区的1500多名政商精英及学者确认参会。今年是夏季达沃斯论坛时隔四年在中国重启。

The Kela photovoltaic (PV) power station, the world"s largest and highest-altitude hydropower and PV complementary power station, began producing electricity on Sunday. With the operation of the power station, located in the Yalong River Basin in Southwest China"s Sichuan Province, the complementary operation between hydropower and PV has been elevated to a capacity of over one million kilowatts for the first time. It is estimated that the project will save over 600,000 tons of standard coal annually and reduce carbon dioxide emissions by more than 1.6 million tons.

全球最大水光互补电站四川投产发电:6月25日,雅砻江两河口水电站水光互补一期项目——位于四川省甘孜藏族自治州雅江县柯拉乡的柯拉光伏电站并网发电,标志着全球最大、海拔最高的水光互补电站正式投产。柯拉光伏电站是我国第三大水电基地雅砻江流域清洁能源基地“十四五”时期首个开工建设的水光互补电站,同时也是四川省“十四五”可再生能源发展规划重点项目。电站通过500kV输电线路接入50公里外的两河口水电站,实现光伏发电和水电的“打捆”送出。电站投产后年平均发电量20亿度,每年可节约标准煤超60万吨、减少二氧化碳排放超160万吨。

Next on industry and company news

产业及公司新闻

CK Asset Holding, a Chinese property developer founded by Hong Kong business magnate Li Ka-shing, is trying to gain control of a luxury housing project in Hong Kong worth about HKD33.7 billion, according to sources. CK Asset is reportedly in talks with HSBC to acquire the 10.2 billion yuan loan a bank syndicate which includes the UK lender issued to KWG Group Holdings and Logan Group, two Chinese mainland property developers, for The Corniche luxury residential project in Hong Kong. The firm has yet confirmed the news.

传李嘉诚抄底300亿元香港豪宅项目:近日,有市场消息称,由龙光地产与合景泰富发展联合打造的香港豪宅凯玥项目,或将迎来债权变更。长实集团正与项目债权银行之一汇丰银行进行接触,希望接手该项目相应债权。对此,合景泰富方面对上述消息予以了证实,并表示,目前凯玥给银团债券的兑付情况一切正常,项目运作也一切正常。2017年2月,合景泰富与龙光联手,以168.56亿港元摘得香港总价最高宅地,即“The Corniche凯玥”项目,目前该项目的估值折合人民币约300亿元。

Alibaba’s grocery arm Freshippo is expected to go public on the Hong Kong stock exchange as soon as mid-November, media reported Monday, though Alibaba declined to comment on the matter. The IPO would make it the first Alibaba subsidiary to list independently after the Chinese tech giant launched its largest-ever reform earlier this year.

阿里巴巴或最快11月分拆盒马上市:6月26日媒体报道,阿里巴巴将很快寻求香港交易所对其旗下零售平台盒马鲜生分拆的批准,最快将于今年11月实现改组后首例分拆上市。盒马最快未来两周按照上市规则申请分拆上市,预计11月IPO。对此消息,阿里巴巴对媒体表示,不予置评。

Switching gears to financial news

金融市场消息

The Chinese currency renminbi (RMB), or the yuan, saw its share in global payments rise in May, according to the Society for Worldwide Interbank Financial Telecommunication (SWIFT), a global provider of financial messaging services. The RMB"s global share was up from 2.29 percent in April to 2.54 percent last month, the third-highest since tracking begun in October 2010, remaining the fifth most active currency. The value of yuan payments grew 20.38 percent from a month ago, while in general, all payment currencies gained by 8.75 percent.

5月人民币保持全球第五大最活跃货币:环球银行金融电信协会(Swift)近日发布人民币月度报告和数据统计显示,2023年5月,人民币保持全球第五大最活跃货币的位置,占比2.54%,前值为2.29%。与2023年4月相比,人民币支付金额总体增加了20.38%,同时所有货币支付金额总体增加了8.75%。

Both the onshore and offshore yuan weakened past the 7.23 level per dollar on Monday, hovering at a seven-month low. The People’s Bank of China set the midpoint rate at 7.2056 per US dollar before the market opened, weaker than the previous fix of 7.1795. The spot yuan opened at 7.2049 per dollar and widened by over 500 pips after midday, to 7.2339 per dollar. The decline tracked the offshore yuan closely, at 7,2347.

在岸、离岸人民币汇率双双跌破7.23:6月26日,央行授权中国外汇交易中心公布,银行间外汇市场人民币对美元汇率中间价报7.2056元,较前值调贬261个基点,创2022年11月10日以来最低。Wind数据显示,6月26日,离岸人民币对美元汇率接连跌破7.22和7.23关口,继续刷新2022年11月末以来的新低。人民币对美元汇率在岸市场同样疲软。人民币对美元即期汇率开盘即跌破7.20关口,随后进一步走低,接连跌破7.21、7.22和7.23关口,日内一度下跌超过350个基点,继续刷新2022年11月末以来的新低。

Wrapping up with a quick look at the stock market

股市收盘情况

Chinese stocks ended with more losses on Monday as markets resumed trading after a two-day closure for the Dragon Boat Festival. The benchmark Shanghai Composite lost 1.5 percent and the Shenzhen Component sank 1.7 percent. Hong Kong’s Hang Seng index also closed 0.5 percent lower, and the TECH index slid 0.2 percent.

A股港股收跌:周一A股三大指数均跌超1%,截至收盘,沪指跌1.48%,深成指跌1.68%,创业板指跌1.16%。沪深两市全天成交额9772亿元,北向资金净买入21.17亿元。两市近4200股下跌。港股恒指收跌0.51%,恒生科技指数收跌0.17%。

Biz Word of the Day

财经词汇划重点

TheSociety for Worldwide Interbank Financial Telecommunication(SWIFT)is aBelgiancooperative societyproviding services related to the execution offinancial transactionsandpaymentsbetween certain banks worldwide. Its principal function is to serve as the main messaging network through which international payments are initiated. However, the organisation does not manage accounts on behalf of individuals or financial institutions, and it does not hold funds from third parties.It also does not performclearingorsettlementfunctions.

环球银行金融电信协会(SWIFT),或译环球同业银行金融电讯协会,是一个总部位于比利时布鲁塞尔的中立性国际组织。在这个系统中传输的都是银行间的业务信息以及相关的交往信息,包括企业跨境结算信息和银行之间跨境清算信息(支付清算指令)。它不是支付清算机构,而是一个标准化的报文传输机构,即金融机构间进行金融信息传递的通道,银行之间以及银行与支付机构之间的信息传输,包括支付指令、信息确认等均是通过SWIFT报文完成。

Executive Editor: Sonia YU

Editor: LI Yanxia

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Writer: Stephanie LI

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