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【觀察家】吳軍林:全球不幸——三年內(nèi)旅游業(yè)經(jīng)濟(jì)將很難全面回升

時(shí)間:2021-12-01來源:世界酒店聯(lián)盟 作者:世界酒店聯(lián)盟
  
這幾個(gè)月來,很不愿意提筆寫文章,因全球新冠病毒疫情肆虐,看了太多的“病毒直接打擊和關(guān)聯(lián)傷害”的文字,心情非常不爽!最近,一種名為“奧密克戎”的更為兇險(xiǎn)的病毒出現(xiàn),讓世界旅游發(fā)達(dá)國家再次關(guān)閉國門。
 
直到今天,全球新冠病毒疫情累計(jì)病例將近3億人,因新冠病毒死亡的數(shù)字達(dá)到520多萬人,當(dāng)然這只是表面數(shù)字,實(shí)際上新冠病毒患者和新冠病毒死亡者數(shù)字遠(yuǎn)不止這些,還有那些“新冠病毒關(guān)聯(lián)災(zāi)害”方面根本無法統(tǒng)計(jì)。
 
中國的經(jīng)濟(jì)損失和全球的經(jīng)濟(jì)損失在兩年時(shí)間里已經(jīng)超過了“第二次世界大戰(zhàn)”的全面損失,特別是旅游業(yè)經(jīng)濟(jì)損失慘重。
 
據(jù)總部設(shè)于西班牙馬德里的世界旅游組織預(yù)計(jì),2021年全年全球國際游客接待規(guī)模仍將比2019年的峰值下降70%-75%,這意味著預(yù)期中的旅游市場復(fù)蘇仍未到來。于是,在去年損失了2萬億美元收入之后,今年全球旅游業(yè)將繼續(xù)蒙受2萬億美元的損失。而無論如何,旅游業(yè)早已是全球疫情中受沖擊最慘重的行業(yè)之一。世界旅游組織最近還發(fā)布:全球旅游人數(shù)2019年為15億人次,2021年將下降在4億人次左右。
 
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消毒隊(duì)伍對街道進(jìn)行“地毯式”噴灑消毒

 

我認(rèn)為世界旅游組織的有關(guān)發(fā)布和預(yù)測還是比較保守的,真實(shí)的“全球旅游業(yè)情況”應(yīng)該更加困難。旅游業(yè)經(jīng)濟(jì)發(fā)展是世界經(jīng)濟(jì)繁榮的“排頭兵”,一個(gè)國家如果沒有繁榮與和平社會環(huán)境是不可能有旅游業(yè)經(jīng)濟(jì)蓬勃發(fā)展的。在2020年之前,世界旅游業(yè)經(jīng)濟(jì)給總體經(jīng)濟(jì)貢獻(xiàn)率為10%(或者更多)。旅游行業(yè)從業(yè)人數(shù)占全球工作者人數(shù)約9% 左右。中國也是如此,長期以來,中國旅游業(yè)發(fā)展速度均有兩位數(shù)字的增長(即10%-13%),中國旅游業(yè)總體經(jīng)濟(jì)收入給全國GDP貢獻(xiàn)率為9%—11%(2019年中國旅游經(jīng)濟(jì)高于全國GDP增長。2019年,中國國內(nèi)旅游人數(shù)60.06億人次,比上年同期增長8.4%;入出境旅游總?cè)藬?shù)3.0億人次,同比增長3.1%;全年實(shí)現(xiàn)旅游總收入6.63萬億元,同比增長11%。旅游業(yè)對全國GDP的綜合貢獻(xiàn)總值為10.94萬億元,占GDP總量的11.05%。2019年,國內(nèi)旅游直接就業(yè)2825萬人,旅游直接和間接就業(yè)人數(shù)為7987萬人,占全國就業(yè)總?cè)丝诘?0.31%),這是2020年之前的三四十年中國旅游業(yè)快速發(fā)展歷史階段的總體數(shù)值。
 
突如其來的和不斷變異的新冠病毒給全球旅游業(yè)經(jīng)濟(jì)予以重創(chuàng)。歐美、亞太、以及非洲這些貧窮國家旅游業(yè)經(jīng)濟(jì)已經(jīng)跌至冰點(diǎn)。中國旅游業(yè)經(jīng)濟(jì)發(fā)展?fàn)顩r基本回到了1983年之前。
 
盡管中國幾十年來旅游業(yè)投資開發(fā)創(chuàng)造了無數(shù)紅利,然而這些幾千億幾萬億的“旅游大躍進(jìn)”投資和3萬多個(gè)景區(qū)、50多萬家酒店住宿設(shè)施及無數(shù)旅游業(yè)配套之關(guān)聯(lián)產(chǎn)品越來越難以承受其重!
 
自2020年以來,中國旅游業(yè)企業(yè)倒閉和歇業(yè),以及轉(zhuǎn)型的應(yīng)該有幾十萬家之多。特別是酒店和餐飲企業(yè),它們的營收率基本在2019年總收入的百分之三四十這樣的層面徘徊,成本支出都無法保障。2021年下半年以來,長江以北的“北中國旅游業(yè)”全面虧損,長江以南的“南中國旅游業(yè)”也好不到哪里去。以最重要的海濱度假目的地“海南健康島”為例,2021年旅游業(yè)總收入將不會超過2019年旅游業(yè)總收入的40%,應(yīng)該在300億—400億人民幣(海南省2019年GDP為5300多億元人民幣,旅游業(yè)總收入為1000多億元人民幣)。
 
這是一個(gè)非常不幸的現(xiàn)實(shí),如果海南省、或者其他以旅游業(yè)為龍頭產(chǎn)業(yè)的海濱度假地區(qū)在今年底和明年春季沒有明顯的旅游經(jīng)濟(jì)復(fù)蘇,那么,2022年的海南和其他地區(qū)的政府財(cái)政收入就非常吃緊。海南省如果沒有了房地產(chǎn)業(yè)綜合收入和旅游業(yè)綜合收入,那么它2021年全省GDP會減少約3000億元人民幣。試問,2022年海南省各級政府財(cái)政和公務(wù)員工資靠什么來支撐和貼補(bǔ)?國家能安排哪個(gè)“經(jīng)濟(jì)強(qiáng)省”來“轉(zhuǎn)移支付”幫助“世界的海南自貿(mào)港”度過難關(guān)?
 
因?yàn)樾鹿诓《疽咔檫在繼續(xù),新的“奧密克戎”變異病毒來勢兇猛,到目前為止,全球沒有一個(gè)國家研制出來特效藥,任何一個(gè)國家僅僅靠打疫苗來對付不停變異的病毒不是長久之計(jì)。
 

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旅游出入境的選擇不在輕易,讓國際游客為難與慎重對待
 
如果中國和其他國家無法開啟國門,那么就沒有國際旅游者往來和國際旅游業(yè)交易,中國旅游業(yè)發(fā)展不能僅靠內(nèi)需拉動。據(jù)專家預(yù)測:中國以外的國家新冠病毒疫情在兩三年是難以全面控制和消除的。我個(gè)人認(rèn)為,中國即便是在2022年全面控制和消除新冠病毒,已經(jīng)元?dú)獯髠?ldquo;中國旅游業(yè)經(jīng)濟(jì)”在未來三年內(nèi)是無法全面振興和回升到2018年—2019年的“高光時(shí)期”。
 
目前,美英等國家將會繼續(xù)不停地干擾中國經(jīng)濟(jì)發(fā)展,將會繼續(xù)不停地尋找機(jī)會在中國旅游業(yè)復(fù)興道路上“制造病毒疫情麻煩”,這也將給中國,乃至全球旅游業(yè)經(jīng)濟(jì)發(fā)展帶來無法預(yù)估的遲滯和破壞。中國曾經(jīng)為世界第一大出境游和第三大入境游國家,沒有繁榮昌盛的“中國旅游”,世界旅游業(yè)經(jīng)濟(jì)發(fā)展是不完整的,也是非常不幸的!
 
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地鐵站內(nèi)等候的乘客按照一定距離站位

 

聯(lián)合國秘書長古特雷斯11月30日呼吁國際社會共同努力,實(shí)現(xiàn)旅游業(yè)綠色和包容性復(fù)蘇。古特雷斯當(dāng)天在西班牙馬德里舉行的聯(lián)合國世界旅游組織第24屆全體大會視頻致辭中表示,新冠疫情對依賴旅游業(yè)的經(jīng)濟(jì)體是一場災(zāi)難。隨著全球經(jīng)濟(jì)逐步重啟和復(fù)蘇,世界旅游組織應(yīng)在重新思考旅游業(yè)及其與社會、經(jīng)濟(jì)和自然資源以及生態(tài)系統(tǒng)的互動方面發(fā)揮關(guān)鍵作用。他強(qiáng)調(diào),要發(fā)展綠色、包容性以及可持續(xù)的旅游業(yè),以利于實(shí)現(xiàn)2030年可持續(xù)發(fā)展議程。古特雷斯說,希望大會做出的決定有助于恢復(fù)對旅游業(yè)的信任,使發(fā)展中經(jīng)濟(jì)體能夠從可持續(xù)旅游業(yè)中受益。

 

盡管目前和未來發(fā)達(dá)國家對“數(shù)字化生存”和“高新科技發(fā)展”非常重視,然而,旅游業(yè)經(jīng)濟(jì)的主體要素還是“吃住行游購?qiáng)?rdquo;,沒有人和人的見面交流,沒有人和物的直接互動是不能完整展現(xiàn)“旅游業(yè)態(tài)”的。如果全世界沒有了旅游和旅游業(yè)經(jīng)濟(jì),那么“群星璀璨”的“世界多元民族文化”將會“黯淡無光”。如果全世界缺失了豐富多彩的文化,那么這個(gè)所謂“萬能無比”的“人類星球”就缺失了血肉和靈魂……
 

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吳軍林:著名文旅專家、世界酒店聯(lián)盟主席、聯(lián)合國經(jīng)社部國際旅游與酒店聯(lián)合總會執(zhí)行主席、中愛國際文旅集團(tuán)董事會主席
 
 

 

Global misery — It will be difficult for the tourism economy to recover fully within three years

 

Writtten by Wu Junlin

 

In recent months, I am reluctant to write articles.Because of the worldwide COVID-19 epidemic, I read too many words related to "direct attack and associated injury".I'm in a bad mood. Recently, an even more sinister virus, Omicron, has shut down the world's tourism rich countries once again.

 

Today, there are nearly 300 million cumulative cases of the global COVID-19 epidemic. The number of people killed by COVID-19 has reached about 5200000. The impact of the "COVID-19 key disaster" is hard to predict.

 

In the past two years, China's economic losses and global economic losses have exceeded the comprehensive losses caused by the Second World War, and the economic losses of tourism are heavy.

 

According to the prediction of the world tourism organization headquartered in Madrid, Spain, the scale of global international tourist reception in 2021 will still be 70% - 75% lower than the peak in 2019, which means that the expected recovery of the tourism market has not yet come.Therefore, after losing $2 trillion in revenue last year, the global tourism industry will continue to suffer $2 trillion in losses this year.In any case, tourism has been one of the industries most affected by the global epidemic.The world tourism organization has also recently released information: in 2019, the number of global tourists will be 1.5 billion; In 2021, the decline rate will be about 400 million person times.

 

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The real global tourism situation is likely to be more difficult.Tourism economic development is the "vanguard" of world economic prosperity. Without a prosperous and peaceful social environment, it is impossible for a country to have a vigorous development of tourism economy.Before 2020, the contribution of the world tourism economy to the overall economy will accounted for 10% or more.The number of employees in the tourism industry accounts for about 9% of the number of workers in the world. The same is true of China. For a long time, the development speed of China's tourism industry has increased by double digits (10% - 13%), and the overall economic income of China's tourism industry accounts for 9% - 11% of the national GDP contribution rate(In 2019, the growth of China's tourism economy is higher than that of the national GDP).In 2019, the number of domestic tourists in China reached 6.006 billion, an increase of 8.4% over the same period of last year; The total number of inbound and outbound tourists was 300 million, a year-on-year increase of 3.1%; In the whole year, the total tourism revenue was 6.63 trillion yuan, a year-on-year increase of 11%.The total comprehensive contribution of tourism to the national GDP is 10.94 trillion yuan, accounting for 11.05% of the total GDP.There are 28.25 million direct employment in tourism, and 79.87 million direct and indirect employment in tourism, accounting for 10.31% of the total employed population in China, which is the overall value of the historical stage of China's tourism development in the thirty or forty years before 2020.

 

Abrupt and mutated COVID-19 has inflict heavy losses on the global tourism economy. The tourism economy of poor countries such as Europe, America, Asia Pacific and Africa has fallen to the freezing point.The economic development of China's tourism industry has obviously regressed.

 

Although China's tourism investment and development has created countless dividends over the past few decades, hundreds of billions or even trillions of investment, more than 30000 scenic spots, more than 500000 hotel accommodation facilities, and countless tourism supporting related products are becoming more and more difficult to bear their weight.

 

 

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Since 2020, hundreds of thousands of Chinese tourism enterprises have closed down  and transformed.Especially for hotels and catering enterprises, their revenue rate has hovered around 30%-40% of the total revenue in 2019 for a long time, and the cost can not be recovered.Since the second half of 2021, the tourism industry in northern China to the north of the Yangtze River has suffered a comprehensive loss, and the tourism industry in southern China to the south of the Yangtze River is not much better.Taking Hainan health Island, the most important seaside resort destination, as an example, the total tourism revenue in 2021 will not exceed 40% of the total tourism revenue in 2019, which should be 30-40 billion yuan (Hainan's GDP in 2019 is more than 530 billion yuan, and the total tourism revenue is more than 100 billion yuan).

 

If there is no comprehensive income from real estate and tourism in Hainan Province, how will the state arrange and help the "Hainan free trade port of the world" tide over the difficulties?

 

COVID-19's epidemic is continuing. The new " Omicron " variant virus is fierce. So far, the new crown effect has not been as effective as expected. Any country that relies solely on vaccination to cope with mutating viruses is not a permanent solution.

 

If countries around the world can not open their doors at ease, international tourist exchanges and international tourism transactions will be reduced.Only relying on domestic demand to stimulate China's tourism industry will have a certain effect in the short term.We assume that the COVID-19 epidemic outside China is difficult to control and eliminate in two or three years. This is also the prediction of some experts.Even though China controlled and eliminated COVID-19 in 2022, I personally believe that China's tourism economy, which has already hurt its vitality, will not be able to fully revitalize and rise to the level of high light industry in the next three years.

 

On the other hand, China's economic development will still be disturbed by countries such as Britain and the United States, and encounter the troubles related to the virus epidemic that may be brought by these countries, which will also bring unpredictable delay and damage to the economic development of China and even the global tourism industry.

 

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China was once the world's largest outbound and third largest inbound tourist country. Without the prosperity of Chinese tourism, the development of world tourism economy is incomplete - this is also a great regret.

 

Both at present and in the future, developed countries attach great importance to "digital survival" and "high-tech development". However, the main elements of the tourism economy are catering, accommodation, transportation, tourism, shopping and entertainment. Without the meeting and communication between people and the direct interaction between people and things, the tourism industry can not be perfectly displayed.

 

Without the recovery and revitalization of tourism and tourism economy, the multi-ethnic culture of the world with bright stars will be dim.In a world without rich and colorful culture, the so-called omnipotent human planet may lack soul,blood and flesh.

 

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歡迎專家、學(xué)者、酒店集團(tuán)機(jī)構(gòu)聯(lián)系,向我們推薦選題

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