1. Summary of market dynamics
1.Cultural tourism planning projects: Fujian and Heilongjiang provinces have launched cultural tourism planning related documents
2.Cultural tourism projects: In November, 5 Zhejiang projects were signed and 4 projects were started
Cultural tourism project signing:Since 2023, the recovery of the cultural tourism market has accelerated. At the same time, many major cultural and tourism projects have been signed like "spring flowers blooming". According to incomplete statistics from the Milestone Research Institute, 32 new cultural tourism projects will be signed in November 2023.
The cultural tourism project started:Since 2023, as the tourism industry continues to heat up, cultural tourism groups across the country have started construction, according to incomplete statistics from the Milestone Research Institute, 17 new cultural tourism projects will start in November 2023.
3.Financing dynamics of cultural tourism group: According to statistics, the equity change of "China International Travel Service" accounted for as much as 40% in November
A total of 5 equity changes and establishment events were recorded this month, of which 2 were from China International Travel Service (a total of 10 subsidiaries were listed for transfer), accounting for 40% of the total. This phenomenon**, the group may be currently carrying out large-scale industrial restructuring to explore a new path for high-quality development of the enterprise.
4.Group personnel appointments: high-level changes in two cultural tourism groups in Sichuan Province
5.Strategic cooperation of cultural tourism group: "resource +" and Internet cooperation model are developing rapidly
In November, from the perspective of strategic amount, there was a slight upward trend, and a total of 7 cultural tourism groups carried out strategic cooperation this month, an increase of 16 month-on-month67%。From the perspective of the scope of cooperation, there are mainly two major models of "resource +" and Internet integration, which are in line with the current market status and needs.
6.Cultural Tourism Group Financial Report Data: Emeishan Net Profit in the Quarter was as high as 643 year-on-year93%
Second, the top 100 list
According to data from the Milestone Research Institute, in NovemberTrip.com Group, Haichang Ocean Park, China Tourism Group, CYTS, Sanxiang Impression, China Oriental Performing Arts Group, Jin Jiang International Group, Yuyuan Co., Ltd., Fosun Tourism, BTG GroupEntered the top 10 of the list. This month, a total of 55 cultural and tourism groups in the top 100 list rose month-on-month, and the amount decreased by 2029%, the ranking of 40 cultural tourism groups decreased month-on-month, and the amount increased by 29% month-on-month03%。Based on the ranking change data in recent months, the major cultural tourism groups are showing fierce competition.
According to the monitoring of the Milestone Research Institute, the average MBI index of all monitored cultural tourism groups in November was 2705, a month-on-month increase of 309%, and the average value of the TOP100 brand index is 14520, a month-on-month increase of 255%。Judging from the data of the two, both showed a slight growth, and the "average MBI of all cultural tourism groups" this month was higher than the TOP100 month-on-month, which indicates that most of the cultural tourism groups in November have improved to a certain extent in the promotion work.
3. The subdivision list of cultural tourism groups
1.Cultural tourism group type index and subdivision list
1) Type distribution and brand index of cultural tourism groups
Brand quantity analysis: This month, the top 100 groups in the provincial and municipal cultural tourism groups (+7), private project companies (-1), and local state-owned cultural tourism enterprises (-6) have undergone relevant numerical changes. Among them, there is instability in the values of provincial and municipal cultural tourism groups and local state-owned cultural tourism enterprises in the past two months (October data: local state-owned cultural tourism enterprises +7, provincial and municipal cultural tourism groups -7), which indicates that both are currently in the stage of brand deep mining and have not yet been able to ensure a relatively stable state.
Average analysis of brand index: this month, except for large central enterprises (-21.).95%) showed a certain decline in the brand index, and the rest of the types of cultural tourism groups have a certain degree of growth, among which the month-on-month growth of private project companies is the most prominent, as high as 4949%, which is the second largest private investment company (1049%).
2) Category breakdown list of cultural tourism groups
2.Regional index and subdivision list of cultural tourism group
1) Regional distribution and brand index of cultural tourism groups
Brand quantity analysis: Except for South China, other regions showed small numerical fluctuations this month - Southwest (+2), Northeast (+2), National (+1), Central China (+1), Northwest (-1), North China (-1), East China (-4), among which the Southwest and Northeast China had the most obvious growth advantage this month, which showed that these two places had a significant increase in promotion efforts this month.
Brand index mean analysis: This month's month-on-month data shows that East China (2020%), Central China (17.).84%), Southwest (13.).28%), North China (-15.).09%). Based on this, Milestone Research Institute suggests that the North China region should carry out corresponding publicity and promotion work in combination with the current actual situation, so as to improve the brand index of the region.
2) Regional subdivision list of cultural tourism groups
Fourth, brand index analysis
Mainstream index of cultural tourism groups in NovemberThe top 10 are Trip.com Group, Haichang Ocean Park, China Tourism Group, China Oriental Performing Arts Group, CYTS, Sanxiang Impression, Jin Jiang International Group, Qingdao Tourism Group, Yuyuan Co., Ltd., and Fosun Tourism, with an average index of 16489, down 251%。Among them, Sanxiang Impression, Qingdao Tourism Group (many of its units were rated as Internet celebrity co-construction bases), and Jin Jiang International Group (Jinjiang Tourism held the first "China Cultural Tourism Industry Investment Expo"), respectively, increased month-on-month. 93%。
Nov. Cultural Tourism Group Mass IndexThe top 10 are Trip.com Group, Sanxiang Impression, China Tourism Group, CYTS, Haichang Ocean Park, Jin Jiang International Group, Yuyuan Garden, Fosun Tourism, China Duty Free and Health Tourism Group, with an average index of 7080, down 3463%。Among them, Jin Jiang International Group (30000%) and Sanxiang Impression (154.)55%), but in terms of the proportion of values, 50% of the cultural tourism groups showed a downward trend this month, so from the perspective of the public index, the development of this sector has greater room for improvement.
Cultural Tourism Group Industry Index in NovemberThe top 10 Ctrip Group, China Tourism Group, Haichang Ocean Park, Jin Jiang International Group, CYTS, Sanxiang Impression, Jining Confucius Cultural Tourism Group, China Duty Free, BTG Group, and China Oriental Performing Arts Group, with an average index value of 14553, down 1176%。Among them, China Duty Free (-75.).37%), which fell significantly month-on-month this month and should be strengthened in the later period.
Cultural Tourism Group Operating Index in NovemberThe top 10 are China Oriental Performing Arts Group, China Youth Travel Service, Ctrip Group, Haichang Ocean Park, Sanxiang Impression, Yuyuan Garden, Hengdian Group, OCT Group, Chengdu Cultural Tourism Group, and Xi'an Tourism Group, with an average index value of 10012. There was no change from the previous month. Only a few cultural tourism groups showed 001%~-0.03% floating.