日本2024年上半年入境遊客較2019年增長6.9%
Japan's inbound visitor arrivals in first half of 2024 up 6.9% from 2019

海擇短評 Haize Comment：

日本國家旅遊局(JNTO)此前公告2024年6月的訪日外國旅客數據，總數達313.6萬人次，較2019年增長8.9%，創單月歷史新高；這也是自3月以來，連續四個月單月遊客量突破300萬人次；此外，總計1月至6月上半年累計接待遊客量達1,778萬人次，也較2019年增長6.9%，較2019年高點(1,663萬人)增加超100萬人。

相對於已經從報復性旅遊回歸常態的日本旅行社，日本人國民旅遊與出境遊已確定遠不如2019年之際，外國人入境日本旅遊仍一片向好。海擇資本認為，6月入境月報值得關注的部分有四點：

1. 中國旅客快速復甦：按地區劃分，6月赴日前三大出發地分別為韓國(70.3萬人次)、中國(66.1萬人次)、台灣(57.5萬人次)，分別較2019年增長14.9%、-25.0%、24.6%，中國旅客人次雖不及2019年，但從總數看已排名第二。

2. 重要客源國仍創新高：若以赴日前五大出發地來看，還要計入美國與香港，人數分別為29.6萬人與25.1萬人，分別較2019年增長68.9%與19.9%；核心出發地的增速仍快，訪日的外國遊客數相信還會再創歷史新高。

3. 隨著赴日遊客人數持續增加，日本已開始有對於過度旅遊的反映與對策，隨著遊客再創新高，還會更嚴重，比如"雙重定價"從B2C延伸到B2B的問題，相關業者宜預作對應處理。

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The Japan National Tourism Organization (JNTO) recently announced that the number of foreign visitors in June 2024 reached a record high of 3.136 million, an 8.9% increase from 2019 and marking the fourth consecutive month of surpassing 3 million visitors. Additionally, the total number of inbound visitors from January to June 2024 amounted to 17.78 million, up 6.9% from 2019, exceeding the previous peak of 16.63 million by over 1 million.

Despite the normalization of travel from the rebound seen by Japanese travel agencies, with domestic and outbound travel for Japanese still significantly below 2019 levels, inbound travel to Japan continues to show strong performance. Haize Capital highlights four key points of interest from the June inbound report:

1. **Rapid Recovery of Chinese Visitors**: In June, the top three source countries for visitors to Japan were South Korea (703,000), China (661,000), and Taiwan (575,000), with respective growth rates of 14.9%, -25.0%, and 24.6% compared to 2019. Although the number of Chinese visitors was lower than in 2019, it ranked second overall.

2. **Key Source Countries Setting New Records**: Among the top five source countries, including the USA and Hong Kong, visitor numbers were 296,000 and 251,000 respectively, showing increases of 68.9% and 19.9% over 2019. The growth from these core source countries remains robust, suggesting that the number of foreign visitors to Japan could reach new historic highs.

3. **Countermeasures to Overtourism as Visitor Numbers Increase**: With the continued increase in visitors, Japan has started to respond to overtourism, and as numbers reach new highs, issues like the extension of "dual pricing" from B2C to B2B are becoming more severe. Industry stakeholders should prepare appropriate strategies in response.

標籤 Label： JNTO  Inbound  Overtourism