????2024???????:??,????????

????:??????:?????VX??

?????????|????????????????2024??????:?????????,???????????????????

2024??????????,????????,?????

??(WTTC)????????,2024?????????????????2019??????????11%,???????????2024???????????????????,???????,?????????,????????????????????????????,???????????????????,???????????

?,“????????????+”??

???????????,2024??????????????????????????,2023?????????????????????,???????2019????????????????????,????????????3.7?????????????,??????????????????,??????????????????,????????,????????2024??????????????????“??????????????????”,??????????????????????“??????????”“???????????”“???”?????????,?????

?????,???????2024??,?????????23%??,?????????????????????????????????????????????????,???????????3???????????????????????,??70%????????????????90????????????00?,8???????????????????????3A?????

???????????????????,???????,?????????????“???????????????+”???,??

??????,2024?????????????,??414%,?????????95?????7???????,???????????????????????????????,??????????????????,????????“??”?????????????,??193%?

?????????????????46???????????

????????????«2024??»???????????????,2024??????????????46???,???????????????3:7,????????????????????????????,??2030??3000???????,???????????????15%?

“??,???,??,???????????????”????????????????,??,“????,????????????”

????????????????«2024????????????????»??,2024???80%,????30%??,????????????,?????????????????“??????”????????????????????????????????????????2024???????????????7???

????“??????????????????”??????????????,2024??,90?00??????????????????,???????????????00???2?????????????,??“??????????????????”,05????5????????????????

?????????????,????????????????,2024???????????????0.7???????,????????????????3.6???????????????

??????????????,????,??,?????“?????????????????”???,???????????,??1000???????,????????

????????????????,??????????12???,????????????????36.81%,???????????????23%,???????

??????????????2024?,??????????????50??????????,???????????,2024?????,??????2023???????????22%,???????????????????????????,31%???2019??2?????????????,??,???

??????????+?????????????????,??????10%,?????????????????????????3??????20%?

“??????????????????????????,??????????????2025?,??????????????,???????,???????????????,?????????????,????”?????????????

????

????,????????????,?????????????

?????????,???????????,???????????,????????????????????????????????????????????,?????,??,???????????????????,???????????

?,?“?”???????????,2024???

2024??,??,???240?,??“China Travel”?,???

2024??????,???????????????1??,??????54???????????????????189%????????????????????????????????????????????????????????????????????????????????TOP10?????????????,????????????????????????????????????????????,2024????????,??4????????1??????????????????,?????

?????????????????????????????????????????,?????????????????,?????????????TOP20??????,????????????17????????,??????????????????????????TOP5??

?????????,????????????,???????????OCC(??)?ADR(????????)?????,???,???????????

“??????????????,?????,???????????????????????????????????????,?????????,??,????????????????????????/???????????????????????????”????????

??????,2024???????????????????“?????????????”,???????????????,?????????????,?????????????????,???,???????????1?????????????????????????????????,2025??,????????????,??,?????????????????(?????????????????????????)

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