ChinaAMC CSI Tourism Theme ETF

Air China Issues 2 Billion Yuan SCP003 Short-term Financing Bill with Coupon Rate of 1.38%

China Southern Airlines VP Wang Jinshen under investigation for serious violations

Air China April 2026 Passenger Traffic Up 5.8% to 25.122 Billion Passenger Kilometers

China Eastern Airlines Announces April Operating Data: Cargo Turnover Surges 19.1%, Load Factor Rises to 87.87%

China Southern Airlines Announces April Passenger Traffic Down 0.58%, Cargo Up 1.56%

China Eastern April Passenger Traffic Down 0.94%, Cargo Up 13.62%, C919 Introduced

Air China April Passenger Numbers Up 2.6% YoY, First Four Months Up 8.4%

Air China Announces April Operating Data: Passenger and Cargo Turnover Both Rise

China Eastern Airlines Maintains AAA Rating from Dagong, Outlook Stable

Air China reports April load factor reaches 85.5%

China Eastern Airlines Releases April 2026 Operation Report: Passenger Capacity Up 0.84%, New Routes Launched

China Eastern Airlines Plans to Repurchase Shares Worth 500M-1B CNY to Reduce Capital

Morgan Stanley Cuts Chinese Airline Stock Price Targets

China Southern Airlines' Proposed A-Share Private Placement to Be Submitted for Shareholder Approval

Goldman Sachs Downgrades China Tourism Retail's Target Price and Earnings Forecast

US Experts Analyze EVA Air Flight MU5735 Crash Due to Pilots Intentionally Controlling the Plane

Recovery of China's Tourism and Culture Market, Diverging Performance of Cultural and Tourism Groups

China Southern Airlines Holds 2026 Annual Shareholders' Meeting to Seek Issuance of Additional Shares Authorization

China Eastern Airlines to Hold 2025 Annual General Meeting

NTSB Releases Investigation Results of Eastern Airlines Boeing 737 Crash

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Wang Changlin, Deputy Director of the National Development and Reform Commission, stated at a press conference that more localities will be encouraged to explore the spring and autumn break system for primary and secondary schools. He emphasized the need to coordinate student holidays with parents' paid annual leave, increase services such as family trips, educational tours, and holiday childcare, so that parents can have more time to travel with their children

Wallstreetcn

Bosera CSI Global China Education Theme ETF(QDII)

NDRC: Encourage more places with conditions to explore spring and autumn breaks for primary and secondary schools, ensure coordination between student holidays and parents' paid annual leave

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Tourism concept stocks weakened throughout the day, with China Southern Airlines falling over 3%, China Tourism Group Duty Free Corporation, Air China, and Hainan Airport Infrastructure dropping over 2%. Tourism-related ETFs also fell over 2%. Research institutions pointed out that 2026 will be the inaugural year of China's flexible holiday system, and the market still relatively underestimates the flexibility of holiday policies, suggesting attention to allocation opportunities in the travel sector. Meanwhile, the booking enthusiasm for the May Day holiday is rapidly rising, and travel demand is expected to continue to grow

腾讯新闻 - 财经

Air China

AIR CHINA

Hainan Airport Infrastructure

CHINA SOUTH AIR

Fullgoal CSI Tourism Theme ETF

CTG DUTY-FREE

Tourism concept stocks weakened throughout the day, with tourism-related ETFs falling over 2%

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During the Qingming Festival holiday, 6.779 million people entered and exited the country, with the number of foreigners entering and exiting increasing by 20.9% compared to the same period last year. (CCTV)

Shunkong Development

KDT Group

The service industry is an important component of the modern industrial system. General Secretary Xi Jinping emphasized the need to build a new system of high-quality and efficient services. According to the "14th Five-Year Plan," the added value of the service industry is expected to reach 80.89 trillion yuan by 2025, with its proportion of GDP increasing to 57.7%. The cultural and tourism industry, as an important part of the life service industry, promotes consumption growth and meets people's aspirations for a better life through cross-industry integration and technological scene experiences

Three Scenarios for the High-Quality and Efficient Development of the Service Industry

During the Qingming holiday, the tourism market remained hot, with Beijing becoming a popular city for family trips, and long-distance travel orders doubling year-on-year. Orders for homestays increased by 32%, and hotel bookings ranked first. The popularity of study tours rose by over 100% year-on-year, with bookings for theme parks, cultural and historical sites, and zoos rapidly climbing. The number of travelers with a travel radius of over 800 kilometers increased by 30%, and the growth rate for passengers aged 13 to 18 reached 70%. Tourist Wang Nan stated that with ample holiday time, they chose to travel across provinces to experience a variety of activities

The most popular parent-child travel destination during the Qingming holiday is Beijing, with a surge in popularity for cultural heritage tours and study tours

MCHI

The "Analysis of China's Tourism Economy Operation in 2025 and Development Forecast for 2026" (China Tourism Economy Blue Book NO.18) was recently released, showing that China's tourism economy will enter a new cycle of prosperous development in 2025, with major market indicators reaching historical highs. Domestic tourism demand is upgrading, with lower-tier cities and rural areas becoming new growth points, and the willingness of rural residents to travel reaching 81.0%. It is expected that the number of domestic tourists will reach 6.949 billion in 2026, a year-on-year increase of 6.0%, while the number of inbound tourists will be 163 million, a year-on-year increase of 8.0%

iShares MSCI China

China Tourism Economy Blue Book: The tourism economy enters a new cycle of prosperous development

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In the first quarter of 2026, the Chinese hotel auction market showed differentiation, with the auction failure rate for hotels priced over 300 million yuan exceeding 90%, while smaller hotels priced below 300 million yuan became favored, becoming high-frequency transaction targets. Investment logic has shifted from scale to efficiency, and market reconstruction has begun. A report by Jones Lang LaSalle (JLL) indicates that the global hotel investment market will welcome structural opportunities in 2026, with hotel investment transaction volumes in the Asia-Pacific region expected to rebound, particularly small projects in non-first-tier cities attracting attention due to lower investment thresholds and controllable risks

ChinaAMC CSI All Share Real Estate ETF

Yinhua CSI Interior Real Estate Theme ETF

China Southern CSI All Share Real Estate ETF

JINJIANG HOTELS

BTG Hotels

Large hotels are not selling well, is "small and beautiful" not enough to sell? Analyzing the "explosive sales" secrets of hotel assets under 300 million yuan

DRAG

According to the 2025 China Tourism Market Analysis Report released by the MaiDian Research Institute, it is expected that by 2026, the number of domestic travelers will exceed 7.2 billion. In 2025, domestic residents' travel reached 6.522 billion trips, a year-on-year increase of 16.2%. Both inbound and outbound tourism also achieved steady growth, with inbound tourists exceeding 154 million and the import value of outbound tourism services reaching USD 253.78 billion. Despite challenges such as geopolitical tensions and economic slowdown, the number of international tourists is expected to grow by 3% to 4%

Invesco Golden Dragon China

Roundhill China Dragons ETF

Institution | With a conservative forecast of a 12% growth rate, the number of domestic travelers in 2026 is expected to exceed 7.2 billion

ChinaAMC CSI Tourism Theme ETF(562510.SH)