åŒççã®ã·ãã£ããã«ã®æšå®æçŽADRã¯ã2026幎7æã8,356åïŒå幎åæ10,229åã»å幎æ¯â18.3%ïŒã8æã8,911åïŒå11,746åã»â24.1%ïŒãšãå€ã®2ãæã§äºæ¡ã®å幎å²ããšãªã£ããäžæ¹ãåãçå ã®ããžãã¹ããã«ã¯7æ7,381åïŒå幎7,680åã»â3.9%ïŒã8æ7,593åïŒå7,901åã»â3.9%ïŒãšãäžãå¹ ã¯äžæ¡å°ã«ãšã©ãŸã£ãŠãããããããç¢ºå®æåå£«ã®æ¯èŒã§ãåãåžå Žã»åãæéã§ãããªããæ¥æ ã«ãã£ãŠå幎æ¯ã®èœå·®ãããã5åã«éãããæ¬çš¿ã§ã¯ããã®æ¥æ å·®ãã©ãããæ¥ãã®ããææ¬¡ã®ç¢ºå®ããŒã¿ã§åè§£ããéŠéœå4éœçã®åæææ¯èŒãšãæ°éé¢ïŒæšå®OCCïŒã®å®æž¬ãéããŠèªã¿è§£ãã
察象: åŒççã®ã·ãã£ããã« N=12æœèšïŒ2026å¹Žç¢ºå®æïŒïŒããžãã¹ããã« N=147æœèšïŒåïŒã皌åçã®å¯Ÿè±¡ã¯ããžãã¹ããã«58æœèšã»çŽ5,700宀ïŒäž»èŠäºçŽãµã€ãæ²èŒããŒã¹ïŒãæ¬èšäºã®äŸ¡æ Œææšã¯æšå®æçŽADRïŒOTAçã®è²©å£²ããŒã¿ããæšå®ãããæçŽäŸ¡æ Œæ°Žæºã»çšæçžåœïŒã皌åçã¯OTAæ²èŒåšåº«ããŒã¹ã®æšå®å€ãããããå®çŸ©ã¯èšäºæ«å°ŸãããŒã¿æç¹: 2026幎9æ22æ¥ã
- â åŒççã®ã·ãã£ããã«ã®æšå®æçŽADRã¯2026幎7æâ18.3%ã»8æâ24.1%ïŒç¢ºå®æå士ã»N=12æœèšïŒãããžãã¹ããã«ã¯äž¡æãšãâ3.9%ïŒN=147æœèšïŒã§ãäžãå¹ ã¯ããã5åã®å·®ã
- â ã·ãã£ã¯1ã5æã«+6.5%ã+18.6%ãšäŒžã³ãŠããã転æç¹ã¯6æã幎éãéããŠäžãã£ãã®ã§ã¯ãªããäžæã®äžæããšãå€ã®æ¥èœãã®äºçžæ§é ã
- â å€ã®èœå·®ã®äž»å ã¯åºæºå¹Žå¹æã2025幎8æã¯å¯Ÿ2024幎+37.4%ãšçªåºããŠããã2幎åã®2024幎8æïŒ8,550åïŒãšæ¯ã¹ããš2026幎8æïŒ8,911åïŒã¯+4.2%ã
- â ã·ãã£Ã·ããžãã¹ã®å䟡åçã¯1.49åïŒ2025幎8æïŒâ1.17åïŒ2026幎8æïŒã«çž®å°ãéŠéœå4éœçäž3éœçã§ã·ãã£ã®äžãå¹ ãããžãã¹ãäžåãã
- â ããžãã¹æ¥æ ã®æšå®OCC83.8%ïŒ2026幎7æã»N=58æœèšïŒã8æã82.7%ãšæ°éã¯8å²å°ãç¶æãå幎å²ãã¯éèŠæ¶å€±ã§ã¯ãªã倿±ºãã®åé¡ãšããŠæ±ãã®ãåºçºç¹ã
2026幎1ã8æã®ç¢ºå®å€ â äžæã¯ãã©ã¹ãå€ã«äžè»¢ããŠå幎å²ã
ãŸããåŒççã®2æ¥æ ã«ã€ããŠãç¢ºå®æã®æšå®æçŽADRãææ¬¡ã§äžŠã¹ãã2026幎1ã8æã¯ãã¹ãŠç¢ºå®å€ã§ãããå幎åæã確å®å€ã§ãããããåå¹Žåææ¯ã¯ç¢ºå®å€åå£«ã®æ¯èŒãšããŠæç«ããã
| å®¿æ³æ | ã·ã㣠2026 | ã·ã㣠2025 | åå¹Žæ¯ | ããžãã¹ 2026 | ããžãã¹ 2025 | åå¹Žæ¯ |
|---|---|---|---|---|---|---|
| 1æ | Â¥9,028 | Â¥8,458 | +6.7% | Â¥7,849 | Â¥7,343 | +6.9% |
| 2æ | Â¥8,691 | Â¥8,102 | +7.3% | Â¥7,654 | Â¥7,353 | +4.1% |
| 3æ | Â¥8,975 | Â¥8,340 | +7.6% | Â¥7,780 | Â¥7,553 | +3.0% |
| 4æ | Â¥10,192 | Â¥8,596 | +18.6% | Â¥7,800 | Â¥7,703 | +1.3% |
| 5æ | Â¥9,260 | Â¥8,698 | +6.5% | Â¥7,820 | Â¥7,748 | +0.9% |
| 6æ | Â¥8,410 | Â¥9,352 | â10.1% | Â¥7,357 | Â¥7,504 | â2.0% |
| 7æ | Â¥8,356 | Â¥10,229 | â18.3% | Â¥7,381 | Â¥7,680 | â3.9% |
| 8æ | Â¥8,911 | Â¥11,746 | â24.1% | Â¥7,593 | Â¥7,901 | â3.9% |
| 1ã8æå¹³å | Â¥8,978 | Â¥9,190 | â2.3% | Â¥7,654 | Â¥7,598 | +0.7% |
æšå®æçŽADRïŒçšæçžåœïŒãã·ã㣠N=12æœèšïŒ2026幎ïŒïŒN=13ã14æœèšïŒ2025幎ïŒãããžãã¹ N=147ã150æœèšïŒ2026幎ïŒïŒN=147ã149æœèšïŒ2025幎ïŒãåºå žïŒã¡ãããšã³ãžã³ãªãµãŒããããã«ãã³ã¯ç·šééšããäœæ
衚ã瀺ãã®ã¯ãåŒççã®ã·ãã£ããã«ãã幎éãéããŠäžãã£ããã®ã§ã¯ãªããšããäºå®ã§ããã1ã5æã¯+6.5%ã+18.6%ãšäžè²«ããŠãã©ã¹ã§ããšãã«4æã¯+18.6%ãšå€§ãã䌞ã³ãã転æç¹ã¯6æã§ããããã8æã«ãããŠâ10.1%ââ18.3%ââ24.1%ãšäžãå¹ ãæã远ã£ãŠæ¡å€§ããŠãããçµæãšããŠ1ã8æã®å¹³åã¯8,978åïŒå幎9,190åã»â2.3%ïŒãšãªãã幎èšã§ã¯å°å¹ ãªæžå°ã«èŠãããããã®äžèº«ã¯ãäžæã®äžæããšãå€ã®æ¥èœããšããéåãã®2å±é¢ã«åãããŠããã
ããžãã¹ããã«ã¯å¯Ÿç §çã«ã1æ+6.9%ãã5æ+0.9%ãŸã§åŸã ã«ãã©ã¹å¹ ãçž®å°ãã6ã8æã¯â2.0%ãâ3.9%ãšæµ ãå幎å²ãã§çå°ããã1ã8æå¹³åã¯7,654åïŒå幎7,598åã»+0.7%ïŒã§ãã»ãŒå幎䞊ã¿ãç¶æããŠãããæ¯ãå¹ ãã®ãã®ãå°ããã®ããã®æ¥æ ã®ç¹åŸŽã§ã8ãæã®å幎æ¯ã¯æå€§+6.9%ã»æå°â3.9%ãšãã¬ã³ãžã¯11ãã€ã³ã匱ã«åãŸããåãæéã®ã·ãã£ã¯+18.6%ãâ24.1%ã§ãã¬ã³ãžã¯43ãã€ã³ãã«éããã
åŒççã·ãã£ããã«ã®æšå®æçŽADRïŒçšæçžåœïŒå¹Žæ¬¡éããå®ç·=確å®å€ãç¹ç·=çŸæç¹ã®è²©å£²ç¶æ³ã«åºã¥ãæšå®å€ïŒç¢ºå®å€ãšã®åçŽæ¯èŒã¯ææ«ã®ç¢ºå®ãåŸ ã€ïŒãåºå žïŒã¡ãããšã³ãžã³ãªãµãŒããããã«ãã³ã¯ç·šééšããäœæ
å€ã®èœå·®ã¯ã©ãããæ¥ãã®ã â åå¹Žã®æ°Žæºãé«ãã£ã
2026幎å€ã®å幎å²ããçè§£ããã«ã¯ãæ¯èŒçžæã§ãã2025幎å€ã®æ°ŽæºãèŠãå¿ èŠããããåŒççã®ã·ãã£ããã«ã®æšå®æçŽADRã¯ã2025幎7æã10,229åã§å幎åæïŒ2024幎7æ8,273åïŒæ¯+23.6%ã2025幎8æã11,746åã§å幎åæïŒå8,550åïŒæ¯+37.4%ãšãããããå€§å¹ ã«äžæããŠãããã€ãŸã2026幎å€ã®äºæ¡ãã€ãã¹ã¯ãå幎ã«äžæ®µé«ãæ°ŽæºãŸã§æã¡äžãã£ãåãæ»ã£ã圢ã§ããã2024幎8æã®8,550åãš2026幎8æã®8,911åã䞊ã¹ããšã2幎åãšã®å¯Ÿæ¯ã§ã¯+4.2%ã§ããã2025幎å€ã ããçªåºããŠããããšããããã
åã2025幎å€ãããžãã¹ããã«ã¯7æ+6.1%ã»8æ+6.0%ïŒå¯Ÿ2024幎ïŒãšãäžæã¯ããŠãããã·ãã£ã»ã©å€§ããã¯æ¯ããŠããªããå幎ã®äžæå¹ ãå°ãããã°ãç¿å¹Žã®ååãå°ããã2026幎å€ã®æ¥æ å·®ã¯ããã®ãå幎ã«ã©ãã ãç©ã¿äžããããã®å·®ã§ãããã説æã§ããã
æšå®æçŽADRã®åå¹Žåææ¯ïŒç¢ºå®å€å士ïŒãã·ã㣠N=12æœèšãããžãã¹ N=147ã150æœèšãåºå žïŒã¡ãããšã³ãžã³ãªãµãŒããããã«ãã³ã¯ç·šééšããäœæ
ããäžã€ã®èŠæ¹ãšããŠãåäžçå ã§ã®ã·ãã£ãšããžãã¹ã®å䟡åçïŒã·ãã£Ã·ããžãã¹ïŒã远ããšæ§é ãé®®æã«ãªãã2025幎ã¯6æ1.25åâ7æ1.33åâ8æ1.49åãšå€ã«åããŠéããã®ã«å¯Ÿãã2026幎ã¯6æ1.14åâ7æ1.13åâ8æ1.17åãšã»ãŒæšªã°ãã§ããã2026幎ã«åçãæãéããã®ã¯4æã®1.31åã§ãå€ã§ã¯ãªãæ¥ã ã£ããåŒççã®ã·ãã£ããã«ã«ãšã£ãŠãå€ã®äžäœæ¥æ ãã¬ãã¢ã ãå幎ã®ããã«ã¯æç«ããªãã£ãããšããã®ãæ°åã®èªã¿æ¹ã«ãªãã
éŠéœåã§å ±éããåã â åŒçã ãã®çŸè±¡ã§ã¯ãªã
ãã®åããåŒççåºæã®ãã®ã確ããããããéŠéœå4éœçã®6ã8æå¹³åã®æšå®æçŽADRããåã確å®å€å士ã§å幎æ¯èŒããã
2026幎6ã8æå¹³åã®æšå®æçŽADRã®åå¹Žåææ¯ïŒç¢ºå®å€å士ïŒã察象æœèšæ°ïŒåŒç ã·ãã£12ã»ããžãã¹147ã150ãæ±äº¬ ã·ãã£107ã109ã»ããžãã¹913ã915ãåè ã·ãã£52ã53ã»ããžãã¹162ã165ãç¥å¥å· ã·ãã£42ã»ããžãã¹210ãåºå žïŒã¡ãããšã³ãžã³ãªãµãŒããããã«ãã³ã¯ç·šééšããäœæ
åŒççã¯ã·ãã£â18.0%ã»ããžãã¹â3.3%ãæ±äº¬éœã¯ã·ãã£â16.9%ã»ããžãã¹â6.3%ã§ãäžãæ¹ã®åœ¢ãåŒçãšãã䌌ãŠãããåèçã¯ã·ãã£â6.1%ã»ããžãã¹â1.2%ãšæµ ããç¥å¥å·çã¯ã·ãã£ã+6.6%ãš4éœçã§å¯äžã®ãã©ã¹ãããžãã¹ã¯â2.5%ã ã£ãã4éœçäž3éœçã§ã·ãã£ã®ãã€ãã¹å¹ ãããžãã¹ãäžåã£ãŠããããäžäœæ¥æ ã®ã»ããå幎æ¯ã®æ¯ãã倧ããããšããæ§å³ã¯åŒççã ãã®çŸè±¡ã§ã¯ãªããåèçã®ã·ãã£ã幎åã®ãã©ã¹ãã7æã®å幎å²ããžå転ããçµç·¯ã¯åèçã®ã·ãã£ïŒããžãã¹ããã« æšå®æçŽADRã®ç¢ºå®æYoYåæããç¥å¥å·çã¯6ã8æå¹³åã§ã¯ã·ãã£ããã©ã¹ã§ã8æåæã§ã¯ã·ãã£â3.3%ã»ããžãã¹â4.8%ãšå幎ãäžåã£ãç¹ãç¥å¥å·çããã«ã®æšå®æçŽADRã2026幎8æã¯ã·ãã£â3.3%ã»ããžãã¹â4.8%ããããããææ¬¡ã§æãäžããŠããã
ããããç«ãŠããã仮説ã¯2ã€ããã第äžã«ãéœå¿ã®äžäœæ¥æ ã®å䟡ãå幎æ¯ã§äºæ¡äžãããšãäŸ¡æ Œå·®ãçç±ã«åšèŸºçãžæµããŠããéèŠïŒãããã代æ¿éèŠïŒã®åæ©ã匱ãŸããè¿éã®ã·ãã£æ¥æ ãå幎ãšåãäžä¹ããåãã«ãããªãããšããæ³¢åçµè·¯ã第äºã«ã2025幎å€ã«éŠéœåå šäœã§çºçããç¹éçãªäžæ¯ãããç¿å¹Žã®æ¯èŒçžæãšããŠæ®ã£ãŠããããšããåºæºå¹Žã®å¹æã§ãããåŒççã®ã·ãã£â18.0%ã¯æ±äº¬éœã®â16.9%ãšã»ãŒåæ°Žæºã§ãåŸè ã®åœ±é¿ã倧ããããšã瀺åãããããããæ¬çš¿ã®ããŒã¿ããçŽæ¥ç«èšŒã§ãããã®ã§ã¯ãªãããèªé€šã®äºç®ãçµãéã«ãåžå Žå šäœã®åºæºå¹Žå¹æããšãèªé€šåºæã®èŠå ããåãåããèŠç¹ãšããŠã¯æå¹ã ããã
æ°éé¢ã¯èœã¡ãŠããªã â æšå®OCCã¯8å²å°ãç¶æ
å䟡ãå幎ã«å±ããªããšããæ°éãŸã§èœã¡ãŠããã®ãã©ããã§æã¡æã¯æ£å察ã«ãªããåŒççã®ããžãã¹ããã«ã®æšå®OCCïŒOTAæ²èŒåšåº«ããŒã¹ïŒã¯ã2026幎7æãæå¹³å83.8%ã8æã82.7%ã ã£ãïŒå¯Ÿè±¡58æœèšã»çŽ5,700宀ãäž»èŠäºçŽãµã€ãæ²èŒããŒã¹ïŒãææ¥å¥ã«åããšæ¬¡ã®éãã§ããã
| ææ¥ | æ | ç« | æ°Ž | æš | é | å | æ¥ |
|---|---|---|---|---|---|---|---|
| 2026幎7æ | 79.2% | 83.6% | 85.4% | 86.7% | 81.7% | 92.7% | 76.6% |
| 2026幎8æ | 79.8% | 84.5% | 85.2% | 85.5% | 83.6% | 87.9% | 73.8% |
åŒççããžãã¹ããã«ã®æšå®OCCïŒOTAæ²èŒåšåº«ããŒã¹ïŒææ¥å¥å¹³åã察象58æœèšã»çŽ5,700宀ïŒäž»èŠäºçŽãµã€ãæ²èŒããŒã¹ïŒã芳枬ã«ãã¬ããž100%ãåºå žïŒã¡ãããšã³ãžã³ãªãµãŒããããã«ãã³ã¯ç·šééšããäœæ
äž¡æãšãåæãæãé«ãïŒ7æ92.7%ã8æ87.9%ïŒãæ¥æãæãäœãïŒå76.6%ã73.8%ïŒãæ°Žæã»æšæã¯85ã87%ã§ãå¹³æ¥ã®äžæ¥ããã£ããåãŸã£ãŠããã7æã®æ¥å¥æé«ã¯7æ18æ¥ã®97.1%ã8æã¯8æ8æ¥ã®95.1%ã§ããããåæã ã£ããæ°éé¢ã§ã¯8å²å°ãä¿ãããŠãããäŸ¡æ Œãå幎ã«å±ããªãã£ãããšãšã¯å¥ã®è©±ã«ãªã£ãŠãããå䟡ã®å幎å²ãããéèŠãæ¶ãããããã§ã¯ãªãã倿±ºãã®çµæãã§ããå¯èœæ§ãããã®çšŒåæ°Žæºã¯ç€ºããŠããã8æã®åæ87.9%ã»æ¥æ73.8%ãšããææ¥å·®ãå®¿æ³æ¥çŽåã®æé¢ã§åè§£ããæ¥æã®è°·ãåããæã¡æãŸã§æŽçããåæã¯ãåŒçã®ããžãã¹ããã«ã8æã¯åæ87.9%ã»æ¥æ73.8%ã§è©³ããæ±ã£ãŠããã
åŒççã®ã·ãã£ããã«ã»ããžãã¹ããã«ãéå¶ããã¬ããã¥ãŒãããŒãžã£ãŒãž â 瀺åãšã¢ã¯ã·ã§ã³ãã©ã³
éå¶ç®ç·ã®ã€ã³ãµã€ã
1. ãå幎å²ããã®äžèº«ãåºæºå¹Žå¹æãšèªé€šèŠå ã«åããã åžå Žã®ã·ãã£ã¯2025幎7æ+23.6%ã»8æ+37.4%ïŒå¯Ÿ2024幎ïŒãšäžæ®µäžãã£ãããã§2026幎ã«â18.3%ã»â24.1%ãšãªã£ãã2幎åãšã®å¯Ÿæ¯ã§ã¯2026幎8æã8,911åã2024幎8æã8,550åã§ãããèªé€šã®å€ã®å®çžŸãè©äŸ¡ãããšãããå幎åæã ãã§ãªã2幎åã®åæã䞊ã¹ãããã§ãåžå Žãšåãåœ¢ã§æ»ã£ãŠããã®ããããããæ·±ãèœã¡ãŠããã®ããèŠåãããã
2. æ¥æ éã®åçããäžäœã°ã¬ãŒãã®å€ä»ãäœå°ã®ç©å·®ãã«ãªãã çå ã®ã·ãã£Ã·ããžãã¹åçã¯2025幎8æã®1.49åãã2026幎8æã¯1.17åã«çž®ãã ã2026å¹Žã§æãéããã®ã¯4æã®1.31åã§ãããèªé€šã®äžäœã«ãŒã ã¿ã€ããä»å 䟡å€ãã©ã³ã®äŸ¡æ Œå·®ããåžå Žã®åçãã©ãåããæã«åºããã»çž®ãã ã®ããšåã£ãŠããããç¹æ€ãããšãã¬ãŒããã§ã³ã¹ã®èŠçŽãç®æãå ·äœåããããã
3. 皌åã8å²å°ã§å䟡ãå幎å²ããªããäžãæ¢ãã®äœå°ãæ¢ãé çªã«ãªãã ããžãã¹æ¥æ ã®æšå®OCCã¯7æ83.8%ã»8æ82.7%ãæ°Žæšã¯85%以äžãç¶æããŠãããæ°éãåããŠããææ¥ã§å䟡ãå幎ã«å±ããŠããªãå Žåãå€åŒãã®æ·±ãããã©ã³ã®é段èšèšããå ã«èŠçŽãé åºãç«ãŠãããã
4. å£ç¯åœ¢ç¶ãäŸ¡æ Œæ¹å®ã«ã¬ã³ããŒã«ç€ºãããšã åžå Žã®ã·ãã£ã¯1ã5æããã©ã¹ïŒ+6.5%ã+18.6%ïŒã6ã8æããã€ãã¹ãšããäºçžæ§é ã ã£ããæ¥ã®éèŠæã«åãåãèšèšãšãå€ã«å幎ã®äžä¹ããåæã«ããªãèšèšããå¥ã ã®ã«ã¬ã³ããŒãšããŠæã£ãŠãã䟡å€ãããã
æé軞å¥ã¢ã¯ã·ã§ã³ãã©ã³ â ä»é±ã»2é±é以å ã»æ¥æã«åããŠ
| æé軞 | æã¡æ | 倿ããªã¬ãŒ | çã |
|---|---|---|---|
| 仿¥ãä»é± | èªé€šã®6ã8æå®çžŸADRãåžå Žã®ç¢ºå®å€ãšäžŠã¹ãå幎æ¯ã®ç¬Šå·ãšå¹ ãç §åãã | èªé€šã®å€ã®äžãå¹ ãåžå ŽïŒã·ãã£â18.3%ïŒ7æã»â24.1%ïŒ8æãããžãã¹â3.9%ïŒäž¡æïŒããæ·±ããªããåžå ŽèŠå 以å€ã®åå ãæ¢ã | åžå Žèµ·å ãšèªé€šèµ·å ã®åãåã |
| 仿¥ãä»é± | ææ¥å¥ã®åšåº«æ¶åãèªé€šã§éèšããåžå Žã®ææ¥åœ¢ç¶ãšéãã | æ¥æãåžå Žã®76.6%ïŒ7æïŒã»73.8%ïŒ8æïŒã倧ããäžåããªããæ¥æã®äžéäŸ¡æ Œãšé£æ³æ¡ä»¶ã®èšå®ãèŠçŽã | åŒ±ãææ¥ã®åºäžã |
| 2é±é以å | ã¬ãŒããã§ã³ã¹ïŒã«ãŒã ã¿ã€ãå·®ã»é£äºå·®ã»ãã£ã³ã»ã«æ¡ä»¶å·®ïŒã®æ£åžã | èªé€šã®äžäžã°ã¬ãŒãå·®ããåžå Žåçã1.49åïŒ2025幎8æïŒãã1.17åïŒ2026幎8æïŒãžçž®ãã åããã®ãŸãŸåæ ããŠãããªããå·®ãæ»ãäœå°ãæ€èš | äžäœå䟡ã®å埩 |
| 2é±é以å | å¹³æ¥ããŒã¹ã¬ãŒãã®åèšèšïŒæ°Žã»æšãèµ·ç¹ã«æ®ããïŒ | æ°Žæšã®çšŒåãåžå Žã®æ°ŽæºïŒ85%以äžïŒãšåç以äžãªã®ã«ADRãå幎ãäžåã£ãŠãããªããããŒã¹ã¬ãŒãã®åŒãäžãäœå°ãæ€èš | äžæ¥ã®å䟡æ¹å |
| æ¥æã«åã㊠| ã»ã°ã¡ã³ãããã¯ã¹ã®èŠçŽãïŒéèŠæã«åããŠããå±€ã®æ§ææ¯ã確èªïŒ | åžå Žã®ã·ãã£ã+6.5%ã+18.6%ã§æšç§»ãã1ã5æã«èªé€šããã©ã¹ãåããŠããªãã£ããªããããã§å¹ããŠããã»ã°ã¡ã³ãã®åé åãæ€èš | äžæéèŠæã®åãããŒã鲿¢ |
| æ¥æã«åã㊠| 幎æ«ãŸã§ã®äŸ¡æ Œã«ã¬ã³ããŒããå€ã®å®çžŸãç¹ã蟌ãã§åŒãçŽã | å€ã«å幎ã®äžä¹ããæç«ããªãã£ãæãããå Žåãåãåæã§çµãã å ã®æã®èšå®ãå ã«ç¹æ€ãã | åæã®é£éãã¹ã®é®æ |
åºå žïŒã¡ãããšã³ãžã³ãªãµãŒããããã«ãã³ã¯ç·šééšããäœæ
ãªãã2026幎9æä»¥éã®æšå®æçŽADRã¯çŸæç¹ã®è²©å£²ç¶æ³ã«åºã¥ãæšå®å€ã§ãããææ«ã«åããŠå€åããã9æã¯ã·ãã£11,613åïŒN=12æœèšïŒã»ããžãã¹9,701åïŒN=143æœèšïŒã10æã¯ã·ãã£12,356åïŒN=12ïŒã»ããžãã¹9,858åïŒN=142ïŒã11æã¯ã·ãã£12,587åïŒN=11ïŒã»ããžãã¹9,937åïŒN=138ïŒã12æã¯ã·ãã£11,553åïŒN=11ïŒã»ããžãã¹9,927åïŒN=128ïŒãšãªã£ãŠããããããã¯ç¢ºå®å€ãšã¯ç®åºã®åºæºãç°ãªãããã確å®å€ãšã®åçŽæ¯èŒã¯ææ«ã®ç¢ºå®ãåŸ ã¡ãããå ã®æã»ã©è²©å£²ãé²ãã§ããªãåã ãåããããã鱿¬¡ã§è¿œãçŽãåæã§æ±ãã®ãå®å šã§ããã
ãŸãšã â 3ã€ã®ç©å·®ã
åŒççã®2æ¥æ ãç¢ºå®æåå£«ã§æ¯èŒããçµæããèªé€šã§ã䜿ããåœ¢ã«æŽçãããšæ¬¡ã®3ç¹ã«ãªãã
â åæã®å幎æ¯ã§ã¯ãªã2幎åã§èŠãã 2026幎8æã®ã·ãã£ã¯å幎æ¯â24.1%ã ãã2幎åã®2024幎8æïŒ8,550åïŒãšã®å¯Ÿæ¯ã§ã¯8,911åã§+4.2%ã§ãããå幎ãé«ãã£ãã®ããä»å¹Žãäœãã®ãã¯ã2幎䞊ã¹ãªããšå€å¥ã§ããªãã
â¡ æ¥æ åçãå®ç¹èŠ³æž¬ããã ã·ãã£Ã·ããžãã¹ã®åçã¯2025幎8æ1.49åâ2026幎8æ1.17åããã®åçã¯äžäœã°ã¬ãŒãã«ã©ãã ãäžä¹ããéã£ãŠããããç€ºãææšãšããŠãææ¬¡ã§è¿œã䟡å€ãããã
⢠åäŸ¡ãšæ°éãå¿ ãã»ããã§èŠãã ããžãã¹æ¥æ ã¯æšå®OCCã7æ83.8%ã»8æ82.7%ãš8å²å°ãä¿ã¡ãªãããADRã¯äž¡æãšãâ3.9%ã ã£ããæ°éãèœã¡ãŠããªãå幎å²ãã¯ãéèŠã®æ¶å€±ã§ã¯ãªã倿±ºãã®åé¡ãšããŠæ±ãã®ãåºçºç¹ã«ãªãã
éŠéœå4éœçã®æ¯èŒã瀺ããšããã2026幎å€ã®ã·ãã£æ¥æ ã®å幎å²ãã¯åºåã§å ±éããåãã ã£ããåžå Žãšåã圢ã§åããŠããã®ããããããæ·±ãã®ããææ¬¡ã§ç¢ºèªãç¶ããããšããæ¬¡ã®äŸ¡æ Œæ¹å®ã®ç²ŸåºŠã決ããã
ãããã質å
Q. åŒççã®ã·ãã£ããã«ã®ADRã¯2026幎å€ã«ã©ãã ãäžãã£ãã®ãïŒ
æšå®æçŽADRïŒçšæçžåœïŒã®ç¢ºå®å€ã§ã2026幎7æã¯8,356åïŒå幎10,229åã»â18.3%ïŒã8æã¯8,911åïŒå幎11,746åã»â24.1%ïŒã ã£ãã察象ã¯ã·ãã£ããã«12æœèšã6æã8,410åïŒâ10.1%ïŒã§ãäžãå¹ ã¯6æãã8æã«ãããŠæã远ã£ãŠæ¡å€§ããã
Q. ããžãã¹ããã«ã®äžãå¹ ãã·ãã£ããå°ããã®ã¯ãªããïŒ
å幎ã®äžæå¹ ãå°ããã£ããããšèããããã2025幎å€ãã·ãã£ã¯å¯Ÿ2024幎ã§7æ+23.6%ã»8æ+37.4%ãšå€§ããäžæ¯ããã®ã«å¯Ÿããããžãã¹ã¯7æ+6.1%ã»8æ+6.0%ã«ãšã©ãŸã£ããå幎ã«ç©ã¿äžããåãå°ãããã°ç¿å¹Žã®ååãå°ããã2026幎7æã»8æã®ããžãã¹ã¯äž¡æãšãâ3.9%ã§çå°ããã
Q. åŒççã®ã·ãã£ããã«ã®å䟡äžèœã¯åŒçã ãã®çŸè±¡ãïŒ
éŠéœåã§å ±éããåãã§ããã2026幎6ã8æå¹³åã®å幎æ¯ã¯ãåŒççã·ãã£â18.0%ã«å¯Ÿãæ±äº¬éœã·ãã£â16.9%ãšã»ãŒåæ°Žæºã§ãåèçã·ãã£ãâ6.1%ã ã£ããç¥å¥å·çã®ã·ãã£ã¯+6.6%ãš4éœçã§å¯äžã®ãã©ã¹ã ãã8æåæã§ã¯â3.3%ãšå幎ãäžåã£ãŠããã
Q. 皌åã¯èœã¡ãŠããã®ãïŒ
æ°éé¢ã¯èœã¡ãŠããªããåŒççããžãã¹ããã«58æœèšã®æšå®OCCïŒOTAæ²èŒåšåº«ããŒã¹ïŒã¯2026幎7æã83.8%ã8æã82.7%ã§ãæ°Žæã»æšæã¯85%以äžãä¿ã£ãŠãããå䟡ã®å幎å²ãã¯éèŠã®æ¶å€±ã§ã¯ãªãã倿±ºãã®çµæãšããŠèªãã®ãèªç¶ã§ããã
Q. èªé€šã®å€ã®å®çžŸã¯ã©ãè©äŸ¡ããã°ãããïŒ
å幎åæã ãã§ãªã2幎åã®åæã䞊ã¹ãåžå Žãšåãåœ¢ã§æ»ã£ãŠããã®ããèŠããåžå Žã®ã·ãã£ã¯2026幎8æ8,911åã§ã2024幎8æã®8,550忝ã§ã¯+4.2%ã ã£ããèªé€šã®äžãå¹ ãåžå ŽïŒã·ãã£â18.3%ïŒ7æã»â24.1%ïŒ8æïŒããæ·±ãå Žåã¯ãåžå ŽèŠå 以å€ã®åå ãæ¢ãé çªã«ãªãã
ããŒã¿ã«ã€ããŠ
- æšå®OCCïŒOTAæ²èŒåšåº«ããŒã¹ïŒã®å®çŸ©: OTAæ²èŒåšåº«ããŒã¹çšŒåç = 100 â 100 à OTAæ²èŒæ®å®€æ° ÷ ç·å®¢å®€æ°ã察象ã¯ç·å®¢å®€ã®30%以äžãOTAã«æ²èŒããæœèšã§æ§æããåºå®ã³ããŒãïŒåå®¿æ³æ¥ã§åãæœèšéåïŒãOTAäžã§è²©å£²ãããåšåº«ã®æ¶åç¶æ³ã«åºã¥ãæšå®å€ã§ãããå®å®¢å®€çšŒåçãšã¯å®çŸ©ãç°ãªãïŒæ²èŒå€ã®å®¢å®€ãæ¶åæžã¿åŽã«æ°ããããé«ãã«åºãïŒãæ¬èšäºã®å¯Ÿè±¡ã¯åŒççã®ããžãã¹ããã«58æœèšã»çŽ5,700宀ïŒäž»èŠäºçŽãµã€ãæ²èŒããŒã¹ïŒã察象æã¯2026幎7æã»8æã芳枬ã«ãã¬ããž100%ã
- ãããã³ã°ã«ãŒã: å®¿æ³æ¥ã®45æ¥åããçŽè¿ãŸã§ã®èŠ³æž¬ã«åºã¥ãã
- æšå®æçŽADRã®å®çŸ©: OTAçã®è²©å£²ããŒã¿ïŒæå®ãã©ã³æ°ŽæºÃæ¥æ å¥ä¿æ°ã»è€æ°ãã£ãã«ã®ã¢ã³ãµã³ãã«ïŒããæšå®ããæçŽäŸ¡æ Œæ°ŽæºïŒçšæçžåœïŒãé廿ã¯ç¢ºå®å€ãçŸåšã»æªæ¥æã¯çŸæç¹ã®è²©å£²ç¶æ³ã«åºã¥ãæšå®å€ãå ¬è¡šéå¶å®çžŸãšã®ç §åã§èª€å·®äžå€®å€6.6%ã
- 察象Nã®å èš³: åŒççã·ãã£ããã« N=12æœèšïŒ2026幎1ã8æç¢ºå®æïŒã»N=13ã14æœèšïŒ2025幎åæïŒãåŒççããžãã¹ããã« N=147ã150æœèšïŒ2026幎1ã8æç¢ºå®æïŒã»N=147ã149æœèšïŒ2025幎åæïŒãéŠéœåæ¯èŒã®2026幎6ã8æã¯ãæ±äº¬éœ ã·ãã£107ã109æœèšã»ããžãã¹913ã915æœèšãåèç ã·ãã£52ã53æœèšã»ããžãã¹162ã165æœèšãç¥å¥å·ç ã·ãã£42æœèšã»ããžãã¹210æœèšã2026幎9ã12æã®æšå®å€ã¯ ã·ãã£11ã12æœèšã»ããžãã¹128ã143æœèšã
- åå¹Žåææ¯ã¯ããããã確å®å€åå£«ã®æ¯èŒã«éå®ããŠãããçŸæç¹ã®è²©å£²ç¶æ³ã«åºã¥ãæšå®å€ãšå幎確å®å€ã®åçŽæ¯èŒã¯è¡ã£ãŠããªãã
- ããŒã¿æç¹: 2026幎9æ22æ¥ãè²©å£²ç¶æ³ã»åšåº«ã¯æ¥ã å€åãããããæ¬èšäºã®æ°å€ã¯ååŸæç¹ã®ã¹ãããã·ã§ããã§ããã
åèè³æã»åºå žäžèЧ
â ããŒã¿ãœãŒã¹
ã¡ãããšã³ãžã³ãªãµãŒããåéããäž»èŠäºçŽãµã€ãã®å ¬éäŸ¡æ Œã»åšåº«ããŒã¿ããããã«ãã³ã¯ç·šééšãéœéåºçÃæ¥æ ïŒã·ãã£ããã«ïŒããžãã¹ããã«ïŒã§ææ¬¡éèšãããæšå®æçŽADRã¯2024幎1æã2026幎12æãæšå®OCCã¯åŒççããžãã¹ããã«ã®2026幎7æã»8æãéŠéœåæ¯èŒã¯åŒççã»æ±äº¬éœã»åèçã»ç¥å¥å·çã®2025幎6ã8æãš2026幎6ã8æãçšãããããŒã¿æç¹ã¯2026幎9æ22æ¥ã
â 詊ç®åæ
æšå®æçŽADRã¯æœèšããšã®æšå®å€ïŒæå®ãã©ã³æ°ŽæºÃæ¥æ å¥ä¿æ°ïŒããšãªã¢ã®äžå€®å€ãšããŠéçŽããææ¬¡å€ã§ãçšæçžåœã»1宀ããããåå¹Žåææ¯ã¯ç¢ºå®æå士ïŒ2026幎1ã8æãš2025幎åæïŒã«éå®ãã6ã8æå¹³åã¯åæå€ã®åçŽå¹³åããç®åºãããæ¥æ åçã¯ã·ãã£Ã·ããžãã¹ã®ææ¬¡æ¯ãæšå®OCCã¯100â100ÃOTAæ²èŒæ®å®€æ°Ã·ç·å®¢å®€æ°ã§ãç·å®¢å®€ã®30%以äžãOTAã«æ²èŒããæœèšã®åºå®ã³ããŒãã§ç®åºããã
â éçã»çæç¹
æšå®æçŽADRã¯å ¬è¡šéå¶å®çžŸãšã®ç §åã§èª€å·®äžå€®å€6.6%ã®æšå®å€ã§ãããå奿œèšã®å®çžŸADRãšã¯äžèŽããªããåŒççã®ã·ãã£ããã«ã¯N=12æœèšãšå°ãªãã1æœèšã®äŸ¡æ Œå€æŽã§ãäžå€®å€ãåããããïŒ2025幎ã¯N=13ã14æœèšã§æ¯éå£ã1ã2æœèšç°ãªãïŒãæšå®OCCã¯OTAæ²èŒåšåº«ããŒã¹ã§ãæ²èŒå€ã®å®¢å®€ãæ¶åæžã¿åŽã«æ°ããããå®å®¢å®€çšŒåçããé«ãã«åºãã2026幎9æä»¥éã¯çŸæç¹ã®è²©å£²ç¶æ³ã«åºã¥ãæšå®å€ã§ã確å®å€ãšã®åçŽæ¯èŒã¯ã§ããªããæ¬æã®éèŠèŠå ïŒä»£æ¿éèŠã»åºæºå¹Žå¹æïŒã¯ä»®èª¬ã§ãããæ¬çš¿ã®ããŒã¿ããå æã¯ç«èšŒããŠããªãã
ããããŠèªã¿ãã
- åŒçã®ããžãã¹ããã«ã8æã¯åæ87.9%ã»æ¥æ73.8% â æ¥æã®14ptè°·ãã©ãåããã
- åŒççããžãã¹ããã«ã®ææ¥å¥çšŒå âãåæã¹ãã€ã¯ïŒå¹³æ¥é«åããšæ¥æã»ææã®äºé£è°·ïŒ2026幎8ã9æã»åäžãªãŒãã¿ã€ã æé¢ïŒ
- ç¥å¥å·çããã«ã®æšå®æçŽADRã2026幎8æã¯ã·ãã£â3.3%ã»ããžãã¹â4.8% â äºæ¡YoYãäžå·¡ããåŸã®äŸ¡æ Œèšèš
- ã·ãã£+20.9%ã®è£ã§ããžãã¹ã¯â1.7% â ç¥å¥å·ã®ããã«ãæšå®æçŽADRã¯ãªãäºæ¥µåããã
- åèçã®ã·ãã£ïŒããžãã¹ããã« æšå®æçŽADRã®ç¢ºå®æYoYåæ â 幎å+19.6%ãã7æâ8.2%ãžå転ããã·ãã£ãšãæ¯ãå¹ ãå°ããããžãã¹
- åèçã®ããã«å䟡ãäžæã¯åå¹Žè¶ ãã»6ã7æã§å転 â æšå®æçŽADRã®ç¢ºå®æYoYã§åãåãã2026å¹Žäžæã®å€ä»ã
- æ±äº¬éœ2026å¹Žã®æ°èŠéæ¥68æœèšã»2,055å®€ãæ¥æ å¥ã«åè§£ â 宀æ°ã®55.6%ã¯ããžãã¹ããã«ãæšå®æçŽADRã¯6æä»¥éãã€ãã¹è»¢æ
- åŒççã®å®¿æ³å䟡ã¯åžåºçºæã§4.8åå·® â 35ãšãªã¢ã®éå±€æ§é ãšç§ã®äŸ¡æ Œã«ãŒã
