Searches by Chinese travellers for trips to Singapore had risen about 15 per cent by November 18, compared with the previous week, said Subramania Bhatt, CEO of the travel marketing and technology firm China Trading Desk.

November 2025 snapshot of China’s consumer and marketing trends: outbound travel recovery, duty-free growth, silver tourism, online consumption upgrades, and emotion-driven youth spending.

Subramania Bhatt, chief executive office of China Trading Desk, told Bloomberg that Japan could lose out on as much as $1.2 billion in visitor spending between now and the end of the year as would-be travelers from China cancel their trips. He added that if Chinese visitors continue to stay away till 2026, the cumulative hit could reach as much as $9 billion, according to Bloomberg.

Officials said the strategy aligns with research from China Trading Desk, a marketing and research firm specializing in Chinese consumers, which has found that Chinese outbound travelers rely heavily on social media for inspiration and trustworthy travel advice.

Over 30% of expected China–Japan trips between mid-Nov and year-end have been cancelled. Around 70% of the hit is from active cancellations/date changes; the rest is a collapse in new bookings. Estimate Chinese spending in Japan could fall by $0.5–1.2B over this period – with hundreds of millions in luxury purchases simply not happening Crucially, demand isn’t disappearing – it’s being re-routed to destinations like Singapore, South Korea, Thailand, Malaysia and Vietnam.

According to Singapore-based travel marketing and technology firm China Trading Desk, cancellations and rebookings indicated that departures to Japan over the next few weeks were down by more than 30 per cent compared with last week. And the impact was said to be concentrated in bookings before January.

China’s online consumption landscape in 2025 reflects a maturing digital economy — resilient growth, policy support, and an expanding array of lifestyle-driven niches. Consumer demand continues to upgrade, propelled by government incentives for smart and green products, emotional spending, and new consumption scenarios across beauty, appliances, sports, and collectible culture.

China social trends (10–16 Nov 2025): Japan travel safety debate, late-term pregnancy flight rules, gold price surge, flu-season alerts, Double-11 fatigue, China–Thailand diplomacy, Bali crash, Beijing heritage citywalks, Altay auroras, Spain state visit, YRD airport build-out, US flight cuts, and Xinjiang travel tips—insights for marketers and travel brands.

Gen Z shoppers buy with emotion, platforms sell with algorithms, and sustainability is the new fault line in China’s trillion-yuan e-commerce ecosystem.