åèçã®å®¿æ³åžå Žã§ã2026幎8æãŸã§å幎ãäžåã£ãŠããæšå®æçŽADRã9æã«äžæã«å転ãããããã«ãã³ã¯ç·šééšã11æ6æ¥æç¹ã§éèšããç¢ºå®æã®æšå®æçŽADRïŒçšæçžåœïŒãå幎åæã®ç¢ºå®å€ãšæ¯ã¹ããšããªãŸãŒãããã«ã¯9æã«17,364åãšå幎æ¯+14.8%ïŒN=70æœèšïŒãã·ãã£ããã«ã¯12,041åã§+9.3%ïŒN=53æœèšïŒãæ 通ã¯12,906åã§+9.7%ïŒN=130æœèšïŒãããžãã¹ããã«ã¯8,256åã§+3.9%ïŒN=166æœèšïŒã ã£ããã²ãšæåã®8æã¯ãªãŸãŒããâ10.7%ãã·ãã£ãâ9.5%ãããžãã¹ãâ1.8%ãš3æ¥æ ãå幎ãå²ã£ãŠããã®ã§ãå転ã®å¹ ã¯å°ãããªãããã ã9æã®å転ã«ã¯2026å¹Žåºæã®5é£äŒãšãã远ã颚ãä¹ã£ãŠããããã®è¿œãé¢šãæ¶ãã10æã®ç¢ºå®å€ã¯æ¥æ ããšã«ææãåããããæ¬çš¿ã§ã¯ã8æãã10æã®ç¢ºå®3ã«æãå幎åæãšäžŠã¹ãã©ã®æ¥æ ã®å転ããã«ã¬ã³ããŒèŠå ãã§ãã©ã®æ¥æ ããå°åãã§å幎ãäžåã£ãã®ããèªã¿è§£ãã
察象: åèçã®ã·ãã£ããã« N=53æœèšã»ããžãã¹ããã« N=166æœèšã»ãªãŸãŒãããã« N=70æœèšã»æ 通 N=130æœèšïŒãããã2026幎9æã®æšå®æçŽADRç®åºå¯Ÿè±¡æ°ïŒãæ¬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11æ6æ¥ã
⢠ADRïŒå¹³å客宀å䟡ïŒïŒåæœèšãOTAäžã§å ¬éããæå®ãã©ã³æ°ŽæºïŒ2å1宀å©çšæã»1宀ãããæéã»çšèŸŒïŒã«æ¥æ å¥ã®è£æ£ä¿æ°ãé©çšããŠç®åºããæšå®æçŽå䟡ïŒçšæçžåœïŒãäžå Žããã«REITãé瀺ããç©ä»¶å¥å®çžŸãšã®ç §åïŒ91æœèšã»çŽè¿3ã¶æéïŒã§èª€å·®äžå€®å€ã¯çŽ7%ãæšå®å€ã§ãããåæœèšã®å®éã®æçŽäŸ¡æ Œã»äŒèšæ°å€ãšã¯ç°ãªããŸãã
⢠ãšãªã¢ïŒéœéåºçã»åžåºçºæïŒåäœã®ADRã¯ã察象æœèšã®æšå®æçŽå䟡ã®äžå€®å€ïŒãšãªã¢ã®æšæºçãªæœèšã®æ°ŽæºïŒã§ãã
⢠æ²èŒäŸ¡æ Œã«èšåããç®æã¯ã2å1宀å©çšæã®1宀ãããæéïŒçšèŸŒïŒã§ãã
⢠OCCïŒçšŒåçïŒïŒãšãªã¢å ã®ç·å®¢å®€æ°ã«å¯Ÿãã販売æžã¿å®¢å®€æ°ã®å²åïŒOTA販売åšåº«ã«åºã¥ãæšå®å€ïŒã
⢠åºå žïŒã¡ãããšã³ãžã³ãªãµãŒãïŒåœå çŽ168,000æœèšã®OTAå ¬éäŸ¡æ Œãç¶ç¶è¿œè·¡ããã¡çšŒåç¢ºèªæžã¿çŽ27,000æœèšïŒ
- â 確å®9æã®æšå®æçŽADRã¯4æ¥æ ããã£ãŠåå¹Žè¶ ãïŒãªãŸãŒã+14.8%ïŒ17,364åïŒãæ 通+9.7%ãã·ãã£+9.3%ãããžãã¹+3.9%ã8æã¯ã·ãã£ã»ããžãã¹ã»ãªãŸãŒãã®3æ¥æ ãå幎å²ãã ã£ãã
- â 9æã«ã¯2026å¹Žåºæã®5é£äŒïŒ9æ19ã23æ¥ïŒãä¹ããé£äŒæ§æãæã£ã10æã¯ããžãã¹+7.5%ã»ãªãŸãŒã+6.3%ãåå¹Žè¶ ããä¿ã¡ãã·ãã£ã¯+1.7%ã«çž®ã¿ãæ 通ã¯â3.1%ã
- â 1ã10æå¹³åã®å幎æ¯ã¯ãªãŸãŒã+4.3%ã»ããžãã¹+4.0%ã»ã·ãã£+2.4%ã»æ 通â0.1%ã11æã®åžå Žæšå®ã¯è²©å£²éäžã®å€ã®ãããå幎æ¯ã¯ç¢ºå®åŸã«å€å®ããã
8æã®å幎å²ããã9æã®å 𿥿 ãã©ã¹ãž â ç¢ºå®æYoYã®å転
ãŸãã¯å転ã®å šäœåãæŒãããããäžã®è¡šã¯åèçã®4æ¥æ ã«ã€ããŠã2026幎7æãã10æã®æšå®æçŽADRïŒç¢ºå®å€ïŒãå幎åæã®ç¢ºå®å€ãšæ¯ã¹ããã®ã§ããã7æãš8æã¯ã·ãã£ã»ããžãã¹ã»ãªãŸãŒãã®3æ¥æ ãå幎ãäžåããç¹ã«ã·ãã£ã¯7æâ8.2%ã8æâ9.5%ãš2ã«æç¶ããŠ1å²è¿ãå幎å²ããç¶ããŠããããªãŸãŒãã8æã¯20,646åãšãå幎8æã®23,132åããâ10.7%ã®èœã¡èŸŒã¿ã ã£ããæ é€šã ãã¯7æ+1.3%ã8æ+0.1%ãšã»ãŒå幎䞊ã¿ãä¿ã£ãŠããã
ãšããã9æã«å ¥ããš4æ¥æ ãããã£ãŠå幎ãäžåããåè»¢å¹ ãæã倧ããã£ãã®ã¯ãªãŸãŒãã§ã8æã®â10.7%ãã9æã®+14.8%ãž25ãã€ã³ãä»¥äžæ¯ãããã·ãã£ãâ9.5%ãã+9.3%ãžãã»ãŒåãå¹ ã§ç¬Šå·ãå ¥ãæ¿ãã£ãŠãããæ é€šã¯+0.1%ãã+9.7%ãžäžç©ã¿ããããžãã¹ã¯â1.8%ãã+3.9%ãžãæ¯ãå¹ ã¯å°ããããã¯ã笊å·ãå€ãã£ãã
| æ¥æ ïŒN=2026幎9æïŒ | 7æ | 8æ | 9æ | 10æ | 1ã10æå¹³å |
|---|---|---|---|---|---|
| ã·ãã£ããã«ïŒN=53ïŒ | 10,105å â8.2% | 10,699å â9.5% | 12,041å +9.3% | 11,472å +1.7% | 11,350å +2.4% |
| ããžãã¹ããã«ïŒN=166ïŒ | 7,739å â2.0% | 8,042å â1.8% | 8,256å +3.9% | 8,334å +7.5% | 8,195å +4.0% |
| ãªãŸãŒãããã«ïŒN=70ïŒ | 17,276å â2.7% | 20,646å â10.7% | 17,364å +14.8% | 16,746å +6.3% | 16,919å +4.3% |
| æ 通ïŒN=130ïŒ | 14,019å +1.3% | 17,926å +0.1% | 12,906å +9.7% | 12,213å â3.1% | 13,639å â0.1% |
æšå®æçŽADRïŒçšæçžåœã»ç¢ºå®å€ïŒãšå幎åæç¢ºå®å€ãšã®æ¯èŒãN=ã¯2026幎9æã®ç®åºå¯Ÿè±¡æœèšæ°ïŒæã«ããÂ±æ°æœèšã®å€åããïŒãåºå žïŒã¡ãããšã³ãžã³ãªãµãŒããããã«ãã³ã¯ç·šééšããäœæ
åºå žïŒã¡ãããšã³ãžã³ãªãµãŒããããã«ãã³ã¯ç·šééšããäœæ
ããã§æ³šæãããã®ã¯ã9æã®å転ã4æ¥æ ã§åæã«èµ·ããŠããç¹ã ãããæ¥æ ããšã®éèŠæ§é ã¯ç°ãªãã®ã«ç¬Šå·ãäžæã«å€ãã£ãã®ãªããæ¥æ åºæã®èŠå ããããæå šäœã«å ±éããèŠå ãçãã®ãçãšãããã2026幎9æã«ã¯ãæ¬èã®æ¥ïŒ9æ21æ¥ã»æïŒãšç§åã®æ¥ïŒ9æ23æ¥ã»æ°ŽïŒã«æãŸãã22æ¥ïŒç«ïŒãäŒæ¥ãšãªãã19æ¥ïŒåïŒãã23æ¥ïŒæ°ŽïŒãŸã§5é£äŒãæç«ãããå é£åºã®ç¥æ¥äžèЧã§ç¢ºèªã§ãããã®äžŠã³ã¯2015幎以æ¥ã®ãã®ã§ãå幎2025幎ã®9æã«ã¯ååšããªãã£ããã€ãŸã9æã®å幎æ¯ã¯ãé£äŒæ¥æ°ãšããåå°ã®éããå«ãã æ¯èŒã«ãªã£ãŠãããåã5é£äŒãå šåœã®ããžãã¹ããã«ã®å幎æ¯ã«ã©ã衚ãããã¯ãããžãã¹ããã«ã®æšå®æçŽADRã2026幎9æã¯44éœéåºçãåå¹Žè¶ ãã47éœéåºçã䞊ã¹ãŠæŽçããŠããã
äžæ¹ã§10æã¯ãã¹ããŒãã®æ¥ã®3é£äŒã2025幎ïŒ10æ11ã13æ¥ïŒã«ã2026幎ïŒ10æ10ã12æ¥ïŒã«ããããé£äŒæ§æãã»ãŒæã£ãæã§ããããã®10æã®ç¢ºå®å€ãèŠããšãããžãã¹ã+7.5%ããªãŸãŒãã+6.3%ãšåå¹Žè¶ ããç¶æããã®ã«å¯Ÿããã·ãã£ã¯+1.7%ãžçž®ã¿ãæ 通ã¯â3.1%ãšåã³å幎ãå²ã£ãã9æã®å転ãã«ã¬ã³ããŒèŠå 蟌ã¿ã®æ°åãšèŠããªãã10æã¯æ¥æ ã®å°åãããçŽ çŽã«åºãæãšèªããã
幎éãã§èŠãå£ç¯åœ¢ç¶ â ã·ãã£ã»ããžãã¹ã®å¹³åŠãªç·ãšããªãŸãŒãã»æ 通ã®8æäžå±±
次ã«ãå幎ãšä»å¹Žã®ææ¬¡æšç§»ã1æãã12æã®è»žã«éããŠãå£ç¯ã®åœ¢ãã®ãã®ãæ¯ã¹ãããã·ãã£ãšããžãã¹ã¯å¹ŽãéããŠæ¯èŒçå¹³åŠãªç·ãæãæ¥æ ã§ã2026幎ã®ã·ãã£ã¯1æ12,020åãã10æ11,472åãŸã§ã6æã®9,952åãš7æã®10,105åãåºã«ããããã1äžåå°ååã§æšç§»ããŠãããå幎2025幎ãåãã¬ã³ãžã§ã圢ã¯äŒŒãŠãããã®ã®ã2026幎ã¯4æïŒâ7.1%ïŒãš7ã8æã«å幎ãäžåãè°·ãæ·±ãã1ã10æã®å¹³åã§ã¯11,350åãšå幎ã®11,081åã«å¯Ÿã+2.4%ã«ãšã©ãŸã£ãã幎åã®é«ã䌞ã³ãã7æã®å幎å²ããžåãã£ãã·ãã£ã®çµéã¯ãåèçã®ã·ãã£ïŒããžãã¹ããã« æšå®æçŽADRã®ç¢ºå®æYoYåæã§æå¥ã«æŽçããŠããã
ããžãã¹ã¯ããã«æ¯ããå°ããã2026幎ã¯7,739åïŒ7æïŒãã8,754åïŒ5æïŒã®çŽ1,000åå¹ ã«åãŸããæ³šç®ãããã®ã¯ã1ã10æã®10ã«æã®ãã¡å幎ãäžåã£ãã®ã7æãš8æã®2ã«æã ãã§ã1ã10æå¹³åã§ã¯8,195åãšå幎ã®7,878åã«å¯Ÿã+4.0%ã確ä¿ããŠããç¹ã ãããå€ã®å幎å²ããâ2.0%ãâ1.8%ãšæµ ããç§ã«+3.9%ã+7.5%ãšæ»ããã4æ¥æ ã®ãªãã§æãå®å®ããŠåå¹Žè¶ ããç©ã¿äžããŠããã®ãããžãã¹ãšãããã
11æã¯çŸæç¹ã®è²©å£²ç¶æ³ã«åºã¥ãæšå®ïŒç¹ç·ïŒãåºå žïŒã¡ãããšã³ãžã³ãªãµãŒããããã«ãã³ã¯ç·šééšããäœæ
å¯Ÿç §çã«ããªãŸãŒããšæ 通ã¯8æã«äžã€ã®å€§ããªå±±ãæã€æ¥æ ã§ããããªãŸãŒãã®2025幎8æã¯23,132åã§ãå幎ã®2æ14,191åã«å¯ŸãçŽ1.6åã®æ°Žæºã«éããŠããã2026幎8æã20,646åãšå¹Žå ã®æé«å€ã§ã¯ãããã®ã®ãå幎ã®å±±ããçŽ2,500åäœãããããâ10.7%ã®å幎å²ãã«ãªã£ããæ é€šã2025幎8æ17,906åã2026幎8æ17,926åãšå±±ã®é«ãã¯å幎䞊ã¿ã ãã6æã«10,495åãšå幎ã®13,074åããâ19.7%ã®æ·±ãè°·ãå»ãã§ããã
ãã®å£ç¯åœ¢ç¶ãèžãŸãããšããªãŸãŒãã®9æ+14.8%ã¯ã8æã®å±±ãäœãã£ãåããé£äŒã®ãã9æã§åãè¿ããã圢ã«èŠãããå®éããªãŸãŒãã®1ã10æå¹³åã¯16,919åãšå幎ã®16,226åã«å¯Ÿã+4.3%ã§ã8æã®èœã¡èŸŒã¿ãå«ããŠã幎éã§ã¯å幎ãäžåã£ãŠãããæ é€šã¯8æã®å±±ãå幎䞊ã¿ã ã£ã代ããã«6æãš10æã«è°·ãããã1ã10æå¹³åã¯13,639åã§å幎13,657åãšã»ãŒåæ°ŽæºïŒâ0.1%ïŒãšãªã£ããå±±ã®é«ããåãã§ããè°·ã®æ·±ãã§å¹Žéã®çå°ã決ãŸãæ¥æ ã ãšåããã
11æã¯çŸæç¹ã®è²©å£²ç¶æ³ã«åºã¥ãæšå®ïŒç¹ç·ïŒãåºå žïŒã¡ãããšã³ãžã³ãªãµãŒããããã«ãã³ã¯ç·šééšããäœæ
11æã«ã€ããŠã¯ãçŸæç¹ã®è²©å£²ç¶æ³ã«åºã¥ãæšå®å€ãã·ãã£12,839åãããžãã¹10,902åããªãŸãŒã15,898åãæ é€š12,476åãšåºãŠããããã ããããã¯è²©å£²éäžã®æé¢ã§ãããææ«ã®ç¢ºå®ãŸã§ã«åãããšãã«ããžãã¹ã®æšå®å€ã¯çŽè¿ã®ç¢ºå®ã¬ã³ãžïŒ7,700ã8,800åïŒã倧ããäžåãæ°Žæºã§ã販売åæã«é«ãã®åšåº«ãæ®ã£ãŠããå±é¢ãæ ããŠããå¯èœæ§ããããããå幎11æã®ç¢ºå®å€ïŒã·ãã£12,299åãããžãã¹8,116åããªãŸãŒã18,002åãæ é€š14,836åïŒãšã®åçŽæ¯èŒã¯ææ«ã®ç¢ºå®ãåŸ ã€ã®ã劥åœã ããã
9æã»10æã®æšå®OCC â é£äŒãäœã£ãå±±ãšãæ¥æ ããšã®ææ¥åœ¢ç¶
äŸ¡æ Œã®å転ãéèŠåŽããè£ã¥ããããã«ãåãåèçã®æšå®OCCïŒOTAæ²èŒåšåº«ããŒã¹ïŒã2026幎9æãš10æã«ã€ããŠæ¥æ å¥ã«èŠãŠããããã9æã®æå¹³åã¯ã·ãã£86.0%ïŒå¯Ÿè±¡28æœèšã»å®¢å®€8,167宀ãäž»èŠäºçŽãµã€ãæ²èŒããŒã¹ïŒãããžãã¹85.1%ïŒ90æœèšã»10,520宀ïŒããªãŸãŒã80.6%ïŒ39æœèšã»3,494宀ïŒãæ 通71.1%ïŒ73æœèšã»1,840宀ïŒã ã£ããæ¥å¥ã§æãé«ãã£ãã®ã¯ãã·ãã£ã»ãªãŸãŒãã»æ 通ã®ãããã5é£äŒã®4æ¥ç®ã«ããã9æ22æ¥ïŒç«ïŒã§ãã·ãã£97.3%ããªãŸãŒã98.8%ãæ é€š98.0%ãšã»ãŒæºå®€åã«éããŠãããããžãã¹ã ãã¯é£äŒåæ¥ã®9æ19æ¥ïŒåïŒã94.9%ã§ããŒã¯ãšãªããç¿æ¥ã«åž°è·¯ã«ã€ã客局ã®éãããããããã
é£äŒæçµæ¥ã®9æ23æ¥ïŒæ°ŽïŒã¯ã·ãã£65.9%ãããžãã¹72.1%ãšæå ã®æäœæ°Žæºã«æ²ãã§ããã5é£äŒã®éèŠã¯22æ¥æ³ãŸã§ã§éåããããã®å±±ãšè°·ã®èœå·®ãã9æã®ã·ãã£ã®æšå®æçŽADRãå幎æ¯+9.3%ãžæŒãäžããäžæ¹ãæå¹³åã§èŠããš1äž2ååå°ååã«åãŸã£ãèæ¯ãšèããããã
| æ¥æ ïŒ2026幎9æïŒ | æå¹³å | æ | ç« | æ°Ž | æš | é | å | æ¥ |
|---|---|---|---|---|---|---|---|---|
| ã·ãã£ïŒ28æœèšã»8,167å®€ïŒ | 86.0% | 76.0% | 90.6% | 86.3% | 86.1% | 88.9% | 91.4% | 81.2% |
| ããžãã¹ïŒ90æœèšã»10,520å®€ïŒ | 85.1% | 84.2% | 86.2% | 84.6% | 85.4% | 84.1% | 89.5% | 81.8% |
| ãªãŸãŒãïŒ39æœèšã»3,494å®€ïŒ | 80.6% | 82.0% | 81.1% | 76.1% | 77.9% | 78.8% | 88.3% | 81.2% |
| æ 通ïŒ73æœèšã»1,840å®€ïŒ | 71.1% | 70.1% | 72.8% | 66.0% | 68.4% | 68.2% | 82.0% | 71.2% |
æšå®OCCïŒOTAæ²èŒåšåº«ããŒã¹ïŒã®ææ¥å¥å¹³åã9æã®ç«æã«ã¯5é£äŒäžã®9æ22æ¥ãå«ããåºå žïŒã¡ãããšã³ãžã³ãªãµãŒããããã«ãã³ã¯ç·šééšããäœæ
ææ¥ã®åœ¢ã¯æ¥æ ã§ç°ãªããããžãã¹ã¯æãéã84ã86%ã®çã垯ã«åãŸããåæ89.5%ãæ¥æ81.8%ãšé±æ«ã®æ¯ããå°ãããã·ãã£ã¯åæ91.4%ã«å¯Ÿãææ76.0%ãš15ãã€ã³ãè¶ ã®éãããããç«æ90.6%ã®é«ãã«ã¯é£äŒäžã®22æ¥ãå«ãŸããããªãŸãŒããšæ 通ã¯åæïŒ88.3%ã82.0%ïŒãçªåºããæ°ŽæïŒ76.1%ã66.0%ïŒãåºãšãªãå žåçãªé±æ«åã§ãæ 通ã®åæãšæ°Žæã®å·®ã¯16ãã€ã³ãã«åã¶ãããžãã¹ã®æ¥æãšéæã®è°·ãé£äŒã®åœ±é¿ãé€ããŠèŠãæ°Žæºã«ã€ããŠã¯ãåèã®ããžãã¹ããã«ã9æã®æ¥æã¯81.8%ã»éæ84.1%ã§è©³ããåæããŠããã
10æã¯3é£äŒåæ¥ã®10æ10æ¥ïŒåïŒããªãŸãŒã92.6%ãæ é€š93.6%ãšããããã®æå ããŒã¯ã«ãªããé£äŒåã®éèŠãåŒãç¶ã鱿«ã«éäžãããã·ãã£ãšããžãã¹ã¯10æ22æ¥ïŒæšïŒããããã97.0%ã96.7%ãšæå ã§æãé«ããå¹³æ¥éèŠã®åã¿ã瀺ããŠããã10æã®æå¹³åã¯ã·ãã£90.1%ïŒ26æœèšã»7,907宀ïŒãããžãã¹90.3%ïŒ96æœèšã»11,161宀ïŒããªãŸãŒã81.0%ïŒ42æœèšã»4,375宀ïŒãæ 通70.3%ïŒ74æœèšã»1,875宀ïŒã§ãæšå®æçŽADRã®å幎æ¯ã+7.5%ãšäŒžã³ãããžãã¹ã®é«çšŒåããäŸ¡æ ŒãšéèŠã®äž¡é¢ã§æŽåããŠããã
åèçã®ããã«ã»æ 通ãéå¶ããã¬ããã¥ãŒãããžã£ãŒãž â 瀺åãšã¢ã¯ã·ã§ã³ãã©ã³
1. 9æã®å幎æ¯ã¯ãé£äŒèŸŒã¿ãã§èªããèªé€šã®9æã®å®çžŸADRãå幎æ¯ã§å€§ãã䌞ã³ãŠããŠãããã®äžéšã¯2026å¹Žåºæã®5é£äŒãéãã éèŠã§ãããåžå Žã®æšå®æçŽADRãã·ãã£+9.3%ããªãŸãŒã+14.8%ãšäŒžã³ãæã«èªé€šãåçšåºŠã®äŒžã³ã ã£ããªããããã¯åžå ŽäžŠã¿ã§ãã£ãŠè¶ éã§ã¯ãªããéã«10æã®åžå ŽïŒã·ãã£+1.7%ãããžãã¹+7.5%ããªãŸãŒã+6.3%ãæ é€šâ3.1%ïŒãšèªé€šãæ¯ã¹ãæ¹ããäŸ¡æ Œèšå®ã®å°åãæž¬ãç©å·®ããšããŠã¯çŽ çŽã ããã
2. èªé€šã®å£ç¯åœ¢ç¶ãã©ã®æ¥æ åã«è¿ããã確ãããããªãŸãŒããšæ 通ã¯8æäžå±±ã§ãå±±ã®é«ããš6æã»10æã®è°·ã®æ·±ãã幎éçå°ãå·Šå³ãããã·ãã£ã»ããžãã¹ã¯å¹³åŠã§ã7ã8æã®æµ ãå幎å²ããç§ã«åãè¿ã圢ã«ãªã£ããèªé€šã®ææ¬¡ADRã1ã12æè»žã§å幎ãšéãããšããåžå Žã®åœ¢ãšãããŠããæãããã°ããããäŸ¡æ Œã«ã¬ã³ããŒãèŠçŽãåè£ã«ãªãã
3. ææ¥åœ¢ç¶ã®å·®ã¯ã販ä¿ãšäŸ¡æ Œã®çœ®ãå Žæãæãããããžãã¹ã¯å¹³æ¥84ã86%ã®åž¯ã§åãã鱿«ã®æ¯ããå°ãããã·ãã£ã¯ææ76.0%ãšåæ91.4%ã®èœå·®ã倧ãããæææ³ã®åºäžãã«äœå°ãããããªãŸãŒãã»æ é€šã¯æ°Žæãåºã§åæãå±±ãªã®ã§ãæ°Žæãå«ãå¹³æ¥é£æ³ã®èšèšãæ€èšå¯Ÿè±¡ã«ãªãã
4. 11æã®åžå Žæšå®ã¯åèå€ã«ãšã©ãããçŸæç¹ã®è²©å£²ç¶æ³ã«åºã¥ãæšå®ã¯ã·ãã£12,839åããªãŸãŒã15,898åãæ é€š12,476åãšåºãŠãããã確å®ãŸã§ã«åãæ°åã§ãããèªé€šã®11æäŸ¡æ Œãåžå Žæšå®ã«åãããŠåãããããå幎11æã®ç¢ºå®å€ïŒã·ãã£12,299åããªãŸãŒã18,002åãæ é€š14,836åïŒãšã®è·é¢ã枬ããªãããçŽåæã®åšåº«ç¶æ³ã§åŸ®èª¿æŽããã®ãçŸå®çãšãããã
| æé軞 | æã¡æ | 倿ããªã¬ãŒïŒèšäºäžã®æ°å€ïŒ | çã |
|---|---|---|---|
| 仿¥ãä»é± | èªé€šã®9æã»10æã®ADRå幎æ¯ãåžå Žå€ãšäžŠã¹ã | 10æã®åžå Žå幎æ¯ïŒã·ãã£+1.7%ã»ããžãã¹+7.5%ã»ãªãŸãŒã+6.3%ã»æ 通â3.1%ïŒã«å¯Ÿããèªé€šãäžåã£ãŠããã | é£äŒèŠå ãé€ãããå°åãã®äœçœ®ãææ¡ãã |
| 仿¥ãä»é± | 11æã®æ®åšåº«ãææ¥å¥ã«ç¹æ€ãã | èªé€šã®11æèšå®ãå幎11æã®åžå Žç¢ºå®å€ïŒã·ãã£12,299åã»ããžãã¹8,116åã»ãªãŸãŒã18,002åã»æ 通14,836åïŒãã倧ããé¢ããŠããªãã | åžå Žæšå®ã§ã¯ãªãå幎確å®å€ãåºæºã«çŽåæã®èª¿æŽå¹ ãæ±ºãã |
| 2é±é以å | ææã»æ°Žæãªã©ææ¥ã®åºã«åããå¹³æ¥ãã©ã³ã®èšèš | åžå Žã®ææ¥åœ¢ç¶ïŒã·ãã£ææ76.0%ãæ é€šæ°Žæ66.0%ããªãŸãŒãæ°Žæ76.1%ïŒãšåãææ¥ãèªé€šã§ãåºã«ãªã£ãŠããã | 鱿«ã«åã£ãéèŠãå¹³æ¥ãžåæ£ããæå¹³å皌åã®åºäžããå³ã |
| 2é±é以å | 12æã®äŸ¡æ Œã«ã¬ã³ããŒãå幎ã®å£ç¯åœ¢ç¶ã§ç¹æ€ãã | èªé€šã®å幎12æADRãåžå Žã®2025幎12æç¢ºå®å€ïŒã·ãã£11,430åã»ããžãã¹7,815åã»ãªãŸãŒã19,868åã»æ 通16,251åïŒã«å¯ŸããŠã©ã®äœçœ®ã«ãã£ãã | 幎æ«ã®å±±ãã©ã®é«ãã«çœ®ããããå幎ã®åžå Žäœçœ®ããéç®ãã |
| æ¥æã«åã㊠| 2027幎ã®é£äŒã«ã¬ã³ããŒãäŸ¡æ Œè¡šã«å ã«æžã蟌ã | 2026幎9æã®5é£äŒãã·ãã£ã»ãªãŸãŒãã»æ 通ã§97ã99%ã®æ¥å¥ããŒã¯ãäœã£ãäºå® | é£äŒã®æç¡ã§å幎æ¯ãæºããããšãç¹ã蟌ã¿ãã«ã¬ã³ããŒå·®ãå ã«è£æ£ãã |
| æ¥æã«åã㊠| 11æç¢ºå®åŸã«å幎æ¯ãåèšç®ããç§ã®å転ãç¶ããããå€å®ãã | 11æã®ç¢ºå®å€ãåºãæç¹ã§ã10æã®åžå Žå幎æ¯ã®ç¬Šå·ãç¶æãããŠããã | 9ã10æã®å転ãäžéæ§ãç¶ç¶ããæ©æã«èŠæ¥µãã |
ã¢ã¯ã·ã§ã³ãã©ã³ãæ°å€ã¯ãã¹ãŠæ¬æã§æç€ºããæšå®æçŽADRã»æšå®OCCã®å€ãåºå žïŒã¡ãããšã³ãžã³ãªãµãŒããããã«ãã³ã¯ç·šééšããäœæ
ãŸãšã â åèçã®ç§ãèªã3ã€ã®ç©å·®ã
åèçã®2026幎ç§ã¯ã8æã®å幎å²ããã9æã®å 𿥿 ãã©ã¹ãžããããŠ10æã®æ¥æ å¥ã®ææãžãš3ã«æã§è¡šæ ãå€ããããã®åããèªé€šã®å€æã«èœãšãããã§ãåå©çšã§ããç©å·®ãã¯æ¬¡ã®3ç¹ã«æŽçã§ããã
| ç©å·®ã | åèçã®ä»åã®å€ | äœ¿ãæ¹ |
|---|---|---|
| é£äŒãæã£ãæã®åå¹Žæ¯ | 10æ: ã·ãã£+1.7%ã»ããžãã¹+7.5%ã»ãªãŸãŒã+6.3%ã»æ 通â3.1% | ã«ã¬ã³ããŒå·®ãå«ã9æã§ã¯ãªããé£äŒæ§æãæãæã§å°åãæž¬ã |
| å¹Žåæ¥å¹³åã®åå¹Žæ¯ | 1ã10æ: ããžãã¹+4.0%ã»ãªãŸãŒã+4.3%ã»ã·ãã£+2.4%ã»æ 通â0.1% | åæã®æ¯ãããªããã幎éã§ã©ã®æ¥æ ãå幎ãäžåã£ãŠããããèŠã |
| ææ¥ã®å±±ãšè°·ã®å·® | 9æ: æ 通16ptïŒå82.0%ã»æ°Ž66.0%ïŒãã·ãã£15ptè¶ ïŒå91.4%ã»æ76.0%ïŒãããžãã¹çŽ8pt | å·®ã倧ããæ¥æ ã»ã©å¹³æ¥æœçã®äœå°ããããå°ããæ¥æ ã¯é±æ«ã®äŸ¡æ Œèšèšãäž»æŠå Žã«ãªã |
åºå žïŒã¡ãããšã³ãžã³ãªãµãŒããããã«ãã³ã¯ç·šééšããäœæ
9æã®å転ã¯å¿åŒ·ãæ°åã ãããã®äžéšã¯5é£äŒãšãã2026幎éå®ã®ã«ã¬ã³ããŒãéãã ãã®ã ã£ããããžãã¹ãšãªãŸãŒãã¯é£äŒã®åœ±é¿ãèã10æã§ãå幎ãäžåããå¹Žåæ¥ã§ã+4%å°ãä¿ã£ãŠãããã·ãã£ã¯10æã«äŒžã³ãçž®ã¿ãæ 通ã¯å¹Žåæ¥ã§ã»ãŒå幎䞊ã¿ã«æ»ã£ãã11æã®ç¢ºå®å€ãåºãæç¹ã§ããã®æ¥æ éã®å·®ãåºããã®ããçž®ãã®ããæ¹ããŠç¢ºèªãããã
ãããã質å
Q. æšå®æçŽADRãšå®éã®å®¢å®€å䟡ã¯ã©ãéããŸããã
A. æšå®æçŽADRã¯ãOTAçã§è²©å£²ãããŠããäŸ¡æ ŒããŒã¿ããæçŽäŸ¡æ Œã®æ°Žæºãæšå®ããå€ã§ãçšæçžåœã§ããå
¬è¡šãããŠããéå¶å®çžŸãšã®ç
§åã§ã¯èª€å·®ã®äžå€®å€ã6.6%ã§ãå奿œèšã®å®çžŸãã®ãã®ã§ã¯ãªãããšãªã¢Ãæ¥æ
ã®æ°Žæºãã€ããããã®ææšãšããŠã䜿ããã ããã
Q. 9æã®å幎æ¯ã倧ããã®ã¯åèçã ãã®çŸè±¡ã§ããã
A. 2026幎9æã®5é£äŒã¯å
šåœå
±éã®ã«ã¬ã³ããŒèŠå ã§ãã®ã§ãä»çã§ã9æã®å幎æ¯ãæŒãäžããããŠããå¯èœæ§ããããŸããæ¬èšäºã¯åèçã®4æ¥æ
ã«éã£ãŠç¢ºå®å€ãæ¯èŒãããã®ã§ãä»çãšã®æ¯èŒã¯åãå®çŸ©ã®æ°å€ã䞊ã¹ãããã§å€æããŠãã ããã
Q. 11æã®æ°å€ã¯ãªããåèãæ±ããªã®ã§ããã
A. 11æã¯ãŸã 販売éäžã§ãæšå®æçŽADRã¯çŸæç¹ã®è²©å£²ç¶æ³ã«åºã¥ãæšå®å€ã§ããææ«ã«ç¢ºå®ããå€ãšã¯æ°Žæºãå€ããããšããããŸãã®ã§ãå幎11æã®ç¢ºå®å€ãšã®æ¯èŒã¯ç¢ºå®åŸã«è¡ãããšããå§ãããŸãã
ããŒã¿ã«ã€ããŠ
| æšå®æçŽADR | 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%ãå幎æ¯ã¯ç¢ºå®æåå£«ã®æ¯èŒã®ã¿ã |
| æšå®OCCïŒOTAæ²èŒåšåº«ããŒã¹ïŒ | 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§åãæœèšéåãæœèšæ°ã¯æ¬æã«èšèŒïŒãOTAäžã§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«åºãïŒã察象æã¯2026幎9æã»10æã |
| ãããã³ã°ã«ãŒã | å®¿æ³æ¥ã®45æ¥åããçŽè¿ãŸã§ã®èŠ³æž¬ã«åºã¥ããæ¬èšäºã®ææ¬¡OCCã¯å®¿æ³æ¥çŽåã®èŠ³æž¬å€ã |
| 察象æœèšæ°ïŒN=ïŒ | æšå®æçŽADRïŒ2026幎9ææç¹ïŒ: ã·ãã£ããã«53æœèšã»ããžãã¹ããã«166æœèšã»ãªãŸãŒãããã«70æœèšã»æ 通130æœèšïŒæã«ããÂ±æ°æœèšïŒãæšå®OCCïŒ2026幎9æïŒ: ã·ãã£28æœèšã»8,167宀ãããžãã¹90æœèšã»10,520宀ããªãŸãŒã39æœèšã»3,494å®€ãæ é€š73æœèšã»1,840宀ïŒäž»èŠäºçŽãµã€ãæ²èŒããŒã¹ïŒãæšå®OCCïŒ2026幎10æïŒ: ã·ãã£26æœèšã»7,907宀ãããžãã¹96æœèšã»11,161宀ããªãŸãŒã42æœèšã»4,375å®€ãæ é€š74æœèšã»1,875宀ã |
| ç¥æ¥ | å é£åºãåœæ°ã®ç¥æ¥ã«ã€ããŠãã«åºã¥ãã2026幎9æ21æ¥ïŒæ¬èã®æ¥ïŒã»22æ¥ïŒäŒæ¥ïŒã»23æ¥ïŒç§åã®æ¥ïŒã10æ12æ¥ïŒã¹ããŒãã®æ¥ïŒã |
| ããŒã¿æç¹ | 2026幎11æ6æ¥ãè²©å£²ç¶æ³ã»åšåº«ã¯æ¥ã å€åãããããæ¬èšäºã®æ°å€ã¯ååŸæç¹ã®ã¹ãããã·ã§ããã§ããã |
åºå žïŒã¡ãããšã³ãžã³ãªãµãŒããããã«ãã³ã¯ç·šééšããäœæ
åèè³æã»åºå žäžèЧ
å é£åºãåœæ°ã®ç¥æ¥ã«ã€ããŠã https://www8.cao.go.jp/chosei/shukujitsu/gaiyou.htmlïŒ2026幎ã®ç¥æ¥äžèЧã»CSVïŒ
ããããŠèªã¿ãã
- 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
- åèã®ããžãã¹ããã«ã9æã®æ¥æã¯81.8%ã»éæ84.1% â é£äŒãé€ãæ¥æ77.9%ã2ã€ã®è°·ãã©ã売ãã
- åèç4æ¥æ ã®9æååãããã³ã°ã«ãŒã â 45æ¥åã§æå€§22.7ptå·®ãçŽè¿ã§16.0ptã«çž®ã
- ããžãã¹ããã«ã®æšå®æçŽADRã2026幎9æã¯44éœéåºçãåå¹Žè¶ ãã»äžå€®å€+7.9% â 5é£äŒã»æç¥ã»å€§éªãã©ãèªã¿åããã
- ç¥å¥å·çããã«ã®æšå®æçŽADRã2026幎9æã¯ã·ãã£+15.8%ã»ããžãã¹+6.5%ãžå転 â 5é£äŒãšå幎ã®è°·ãäœã£ã䌞ã³ã10ã12æã®äžéã¬ãŒãã®çœ®ãæ¹
- é·éã®ç¢ºå®9æãããžãã¹+11.6%ã»ãªãŸãŒã+8.8% â 4æ¥æ ããã£ãŠåå¹Žè¶ ãã«æ»ããæšå®æçŽADR
