日本2024年4月入境遊人次創歷史次高, 中國大陸遊客躍居第二
Japan's inbound tourist hit second-highest in April 2024, with visitors from Mainland China rising to second place

海擇短評 Haize Comment：

日本國家旅遊局(JNTO)近期公告2024年4月赴日外國遊客人次數，總計達304.3萬人次，創下歷史次高(歷史新高為3月剛創下的308.2萬人次)。本月值得注意的趨勢有兩點，首先，中國大陸赴日人次躍居第二位，僅次於韓國；其次，東南亞赴日的趨勢也逐步穩固，印尼創下了歷史單月新高，東南亞有4國2024年前四月累計增長(相對2019年)超過30%。海擇資本歸納如下：

1. 4月櫻花季為日本帶來更多旅客客源，除了中國大陸迅速往疫情前的旅遊人次靠攏，增速極快，整體華人市場復甦也很強勁。 按地區劃分，赴日外國遊客前五大分別為韓國(66.1萬人次)、中國(53.3萬人次)、台灣(46.0萬人次)、美國(22.9萬人次)、香港(18.5萬人次)，YoY分別增長41.6%、392.7%、41.4%、57.7%、20.7%。

2. 除了韓國、華人市場的增速快之外，東南亞穆斯林齋戒結束，也帶動了相關地區的出境旅遊需求。除了印尼4月(6.3萬人)較2019年同期成長57.2%，創下歷史新高外；累計2024年前四月來看，菲律賓、新加坡、印尼、越南也較2019年同期成長超過30%，分別為42.7%、38.1%、31.5%、31.4%。從區域的客源價值來看，隨著東協的成長，以年計數，東南亞多個國家應該能很快超過50萬遊客人次，菲律賓與越南甚至有可能在3年內，成為疫情後訪日外國遊客人次破百萬的東南亞國家。

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The Japan National Tourism Organization (JNTO) released that the number of foreign visitors to Japan in April 2024 reached 3.043 million, making it the second highest in history (the highest was 3.082 million in March 2024). Notable trends this month include China overtaking other nations to become the second largest source of visitors after South Korea. Additionally, travel from Southeast Asia has stabilized, with Indonesia setting a new monthly record, and four Southeast Asian countries experiencing over 30% growth in visitor numbers in the first four months of 2024 compared to 2019, as summarized by Haize Capital.

1. The cherry blossom season in April significantly boosted tourist arrivals in Japan. China notably accelerated its recovery to pre-pandemic visitor levels, contributing to a robust resurgence in the overall Chinese-speaking market. The top five sources of foreign visitors to Japan were South Korea (661,000), China (533,000), Taiwan (460,000), the United States (229,000), and Hong Kong (185,000), with year-over-year growth rates of 41.6%, 392.7%, 41.4%, 57.7%, and 20.7%, respectively.

2.In addition to rapid growth from South Korea and the Chinese-speaking markets, the end of Ramadan also boosted outbound travel demand from Southeast Asia. Indonesia recorded a historic high in April with 63,000 visitors, a 57.2% increase from April 2019. Looking at the first four months of 2024, the Philippines, Singapore, Indonesia, and Vietnam all saw growth exceeding 30% compared to the same period in 2019, with rates of 42.7%, 38.1%, 31.5%, and 31.4%, respectively. Given ASEAN's growth, several Southeast Asian countries are projected to soon exceed 500,000 annual visitors to Japan, with the Philippines and Vietnam potentially reaching over a million visitors within three years post-pandemic.

標籤 Label： JNTO  Inbound  Tourism