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北京时间·🕒 发布 07:27:44时区推断·⟳ 抓取 12:45:39·⚡ 决策 08-05 17:00:11 +4h14m·83.0 天前

亚洲赴欧旅行搜索和预订需求在酷热天气下仍保持增长

Trip.com披露亚洲旅客7-8月欧洲目的地搜索同比增长57%,南欧和北欧航班预订均同比增长超过30%,说明赴欧旅行需求韧性仍在。

📄 原文CNBC Top News↗ 原文
Europe's heatwave isn't cooling Asian travelers' holiday plans for the continent
As Europe endures another summer of record-breaking heat, Asian travelers continue to flock to the continent, with litt…
不做 Trip.com Group(TCOM.US)
行业旅行需求背景数据,不能直接量化到Trip.com短期收入或利润超预期,不做。
不做 新加坡航空(C6L.SG)
客座率数据接近整体水平,缺少航司层面的新增业绩指引或订单催化,不做。
不做 大韩航空(003490.KS)
公司仅称需求未明显变化,方向更偏中性验证而非可交易催化,不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

🔎 新鲜度:最早出现 2026-08-05 · 扩散 medium · price-in 风险 medium ↗

消息传播链

  1. 2026-08-04 19:27 ET财经媒体扩散CNBC非一手原文 ↗
    报道汇总Trip.com、新加坡航空、韩航及旅行机构对亚洲赴欧需求的观察,属于行业趋势传播。

关键理由

  • Trip.com披露亚洲旅客7-8月欧洲目的地搜索同比增长57%,南欧和北欧航班预订均同比增长超过30%,说明赴欧旅行需求韧性仍在。
  • 新加坡航空披露6月欧洲航线客座率85.5%,与整体86.4%接近;韩航称未见热浪导致的明显需求变化。
  • 这些是行业需求与平台观察数据,不是上市公司订单、业绩指引或可量化短周期收入增量。

主要风险

  • 天气、票价和预订转化对单家公司利润的传导未披露,且暑期旅行数据本身季节性强。

原文全文

展开原文 · 3,495 字
As Europe endures another summer of record-breaking heat, Asian travelers continue to flock to the continent, with little sign that soaring temperatures are dampening demand.
The trend also reflects a broader diversification in Asian travel spending across Europe, as travelers spread their budgets across a wider range of destinations throughout the continent.
Searches for European destinations by Asian travelers rose 57% year on year during the July-August travel season, with improved conversion rates from search to booking, said Edmund Ong, senior regional director, Southeast Asia at Trip.com.
France, Italy and Spain remained the most popular European destinations by booking volume on the platform this summer, underscoring resilient demand despite recent shifts in weather patterns.
At the same time, while flight bookings to both Southern and Northern Europe grew more than 30% from a year earlier, hotel bookings in Northern Europe doubled over the same period, suggesting travelers may be allocating a larger share of their European itineraries to cooler destinations in Northern Europe, said Ong.
This travel demand comes as much of Europe grapples with record-breaking heat this summer, as temperatures top 40 degrees Celsius (104 Fahrenheit) across parts of the continent with Italy placing 25 cities, including Rome and Milan, under its highest-level red heat alert.
Extreme temperatures aside, among affluent travelers, Southern Europe, particularly Italy and Greece, remain firmly on the agenda, said Clemmie Spendlove, head of marketing at luxury travel agency Lightfoot Travel.
Interest in Scandinavia, which has been growing over the past two to three years, remains high, as travelers seek Northern Europe's cooler climate, with a growing number of luxury hotel openings across the Nordic region helping raise its profile, Spendlove added
Likewise, inquiries for Norway, Iceland, Finland and the Dolomites have risen noticeably for summer travel compared with a year earlier, said Geraleine Yap, senior travel specialist for Europe, at luxury travel agency Scott Dunn. Many Asian guests now begin their holiday search by asking for "somewhere cooler" rather than a specific destination, with the trend most pronounced among travelers from Singapore and Hong Kong, added Yap.
Broader spending data also points to resilient demand for Northern Europe among Asian travelers. Outbound travel spending to Norway is forecast to rise 8% among Chinese travelers and 4% among Singaporean travelers in 2026 from a year earlier, according to David Zhang, Asia Pacific insight manager, at Euromonitor International. Spending on Finland travel is also projected to increase, rising 8% among Chinese travelers and 3% among Singaporean travelers over the same period.
Airlines are also seeing little sign of weakening demand. Travel to Europe remains healthy, with the airline's passenger load factor, a measure of how flight occupancy, at 85.5% on European routes in June, compared with an overall passenger load factor of 86.4%, a Singapore Airlines spokesperson said.
Korean Air likewise said it has not observed any visible changes in demand stemming from the recent heatwaves, noting that long-haul bookings are typically made several months in advance.
Travel companies also echoed that view, saying most European holidays are booked in advance and that they had not seen widespread cancellations or major changes to travelers' itineraries in response to the extreme temperatures.

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