滴滴出行数据显示，今年国庆中秋假期，日均打车需求同比去年上涨14%，异地打车需求相比节前上涨 89%，长线游、跨境游需求激增。此外，"十一"期间，滴滴租车订单量同比激增212%，创历史新高。 用户平均租车时长2.5天，日均花费同比上涨12%，经济型及SUV车型成热门之选。假期热门租车自驾 目的地依次为深圳、北京、成都、广州、西安。（智通财经） ...

今年国庆中秋假期，滴滴出行数据显示，日均打车需求同比去年上涨14%，全时段较去年呈上涨态势。 假期异地打车需求相比节前上涨89%，长线游、跨境游需求激增的同时，"向外探索"与"向内悠闲"交 织，生活化、慢度假正在重构假期"附近"消费动线。 为解决假期场站出行需求增加、夜间公共交通运力不足等情况，在当地主管部门指导下，滴滴在多个城 市组建保障车队，为广大旅客提供安心便捷的出行保障；并在全国超100个热门机场、火车站设置"网约 车引导员"，帮助用户快速上车，累计服务游客超60万次。同时，滴滴发放超4亿元司机奖励，开展了一 系列节日司机关怀行动，为师傅们送上暖心祝福。 预约出行需求上涨58% "00后"和"95后"成为长线游主力 "十一"假期，多城出行活力焕新，重庆跃升打车需求最高城市。继"五一"假期之后，长沙再度进入假期 全国打车需求Top10。 预约用车的出行需求比节前上涨58%，涨幅排名前5城市分别是桂林、南昌、大理、徐州、揭阳，涨幅 均超过100%，其中桂林涨幅最高为331%；使用预约服务的场景中，前往汽车站、旅游景点、火车站的 出行需求涨幅分别为406%、275%、182%。 长线出行成为更多人的长假选择 ...

Core Insights - During the National Day and Mid-Autumn Festival holidays, Didi Chuxing reported a 14% year-on-year increase in average daily ride-hailing demand, with significant growth in cross-city and long-distance travel [1][2][3] - The demand for pre-booked rides surged by 58% compared to the period before the holidays, with notable increases in trips to transportation hubs and tourist attractions [1][2] - The demand for Didi's bike and e-bike services saw a significant rise, particularly in major cities, while the demand for delivery services also experienced substantial growth [3] Group 1: Ride-Hailing Demand - Average daily ride-hailing demand increased by 14% year-on-year during the holidays [1] - Cross-city ride-hailing demand rose by 89% compared to the pre-holiday period, with 68% of this demand coming from users outside the province [1] - Long-distance ride-hailing demand from users traveling over 800 kilometers increased by 22% year-on-year, with younger generations (post-2000s and post-1995) contributing 47% of this demand [1] Group 2: Bus and Group Travel - Didi's bus service saw an 86% increase in passenger volume compared to the pre-holiday period, transporting over 1 million passengers [2] - The demand for chartered vehicles during the holidays grew by 88% year-on-year, with family travel being a significant driver [2] - The demand for 7-seat vehicles for family outings increased by 123% year-on-year [2] Group 3: Delivery and Bike Services - Didi's bike and e-bike services experienced a notable increase in demand, particularly in cities like Chengdu and Tianjin [3] - The volume of Didi's delivery orders grew by 202% year-on-year during the holidays, with significant increases in demand for flowers, cakes, and pet deliveries [3] - Rental car orders surged by 212% year-on-year, with an average rental duration of 2.5 days and a 12% increase in daily spending [3] Group 4: International Travel - The number of Didi ride-hailing orders from inbound users increased by 139% year-on-year during the holidays, reflecting a growing interest in travel to China [3] - The demand for overseas travel surged, with daily demand exceeding 100% compared to the summer peak [3]

数据显示，跨城、跨省的"向外探索"成为长假主流。假期异地打车需求较节前激增89%，其中超过三分 之二的需求来自省外用户。一个显著的趋势是，出行距离超过800公里的长线游需求同比上涨22%， 而"95后"与"00后"贡献了其中47%的需求，已然成为长线出游的绝对主力。在热门目的地方面，重庆超 越众多一线城市，跃升为全国打车需求最高的城市。 与此同时，"向内悠闲"的生活化度假方式也在重构本地消费图景。相较于奔波于各大景点，越来越多人 选择在"附近"享受假期。数据显示，前往运动场所和室内休闲场所的打车需求同比分别上涨36%和 35%。节庆活动对周边出行的带动效应十分明显，中秋夜多个城市灯会的举办，拉动场地周边打车需求 较节前上涨超过85%；多地音乐节、演唱会等大型演出更是让举办地附近打-行需求同比暴涨超10倍。 这一趋势也体现在即时零售领域，滴滴快送订单量同比去年假期增长202%，鲜花、蛋糕、行李等个性 化配送需求旺盛。 文旅深度融合催生了诸多消费新热点。报告显示，旅游景点打车需求较节前大涨185%。一些非传统旅 游城市或特色文旅项目表现抢眼，例如景德镇因一位"鸡排哥"吸引大量年轻游客打卡，其摊位周边的打 车需求同 ...

Company Developments - Alibaba's Tongyi models dominate the global open-source model rankings, with Qwen3-Omni achieving the top position, showcasing capabilities in processing text, images, audio, and video, and accumulating over 300 models with 600 million downloads [3] - BYD reported September sales of 396,270 vehicles, with overseas sales of passenger cars and pickups reaching 70,851 units, marking a 107% year-on-year increase [4] - Xiaomi showcased its high-end electric vehicle SU7 Ultra in Japan, with plans to expand its retail presence for smartphones and home appliances [3] - WeRide launched Robotaxi and Robobus trial operations in Ras Al Khaimah, UAE, marking its entry into the local public transport system [5] - EVE Energy partnered with TSL Assembly to deploy a 1GWh energy storage project in Central and Eastern Europe between 2026 and 2030 [7] - CanSemi announced a global dealer network nearing 1,000, expanding its reach in various retail formats [8] Investment and Financing - Weiming Shiguang secured several million RMB in B+ round financing to enhance its AI technology platform and global business expansion [9] - Baixing Intelligent completed tens of millions RMB in Pre-A round financing to strengthen its AI foreign trade services [9] - Laonix raised several million in angel round financing to focus on product development and market expansion in Europe and North America [9] - TJ Biopharma completed nearly 600 million RMB in C2 round financing to advance its innovative drug pipeline [9] - Radiant Technology raised $77 million to support the development of its global radioactive drug pipeline and production facilities in Belgium [9] Market and Policy - Over 170 Chinese companies participated in the 2025 Tokyo Game Show, highlighting the significant presence of Chinese exhibitors in the global gaming industry [10]

Core Insights - Didi Chuxing's data indicates a peak in ride-hailing demand on September 30, with an average of approximately 2000 users requesting rides every second [1] - The day before the holiday, popular destinations included dining, shopping, and entertainment venues, as well as major transportation hubs like airports and train stations, accounting for 43% of total ride requests [1] - There was a significant year-on-year increase of 56% in cross-city ride bookings, and a 241% increase compared to regular days [1] - The trend of "early holiday travel and staggered trips" was evident, with non-peak hour ride requests rising by 18% year-on-year, which helped alleviate traffic pressure before the holiday [1]

考虑到部分用户在海外使用打车服务时，因"人生地不熟"，可能会出现司乘碰面困难的问题。滴滴海外 出行在新加坡、越南、印度尼西亚、马来西亚、柬埔寨、泰国、菲律宾7个国家新增消息页面发送照片 功能。乘客在滴滴App消息页面点击"拍照"按钮，即可给司机发送自己所在具体位置的照片，方便司机 更快找到乘客。 目前，滴滴海外出行已在澳大利亚、新西兰、埃及、新加坡、韩国、日本、越南、印度尼西亚、马来西 亚、柬埔寨、泰国、菲律宾共12个国家，超1000个城市开通服务。滴滴数据显示，新开通服务的国家 中，前往悉尼、墨尔本、开罗与奥克兰的用户出行热度较高。 责任编辑：杨赐 新浪科技讯 9月30日下午消息，为满足即将到来的"十一"长假用户出国漫游的需求，滴滴App的海外中 文打车服务"滴滴海外出行"新上线澳大利亚、新西兰、埃及，将中文打车服务延伸到大洋洲和非洲。此 外，"滴滴海外出行"在新加坡、泰国等7个国家新增发送照片功能，帮助乘客更快找到司机。 ...

Investment Rating - The report maintains a "strong buy" rating for Alibaba, Meituan, Pinduoduo, JD.com, and Vipshop, indicating a positive outlook for these companies in the e-commerce sector [18][21][23]. Core Insights - The report highlights a decline in the restaurant and tourism sector index by 6.71%, underperforming against the Shanghai Composite Index, which rose by 1.07% [5][6]. - E-commerce is expected to see a recovery in valuation, with Alibaba's e-commerce monetization rate steadily improving and significant growth potential in its cloud and AI businesses [18][21]. - The report emphasizes the strong growth potential in the travel sector, particularly in the OTA and scenic spots, as well as the hotel industry driven by business travel demand [18][19]. Summary by Sections E-commerce Sector - The report expresses optimism about Alibaba's e-commerce growth, projecting Non-GAAP net profits of 1242 billion, 1701 billion, and 2210 billion for FY2026-2028, with a target price of 150 HKD per share [18]. - Pinduoduo's Q2 revenue reached 1040 billion, with a year-over-year increase of 7.1%, and projected Non-GAAP net profits of 1224 billion, 1580 billion, and 1891 billion for 2025-2027 [21]. - JD.com reported Q2 e-commerce revenue and profits exceeding expectations, with projected Non-GAAP net profits of 276 billion, 491 billion, and 634 billion for 2025-2027 [21]. Restaurant and Tourism Sector - The report notes that the restaurant and tourism sector has seen a significant drop in stock performance, with notable declines in companies like Tibet Tourism and Huazhong Hotel [9][12]. - The report highlights the strong performance of Ctrip in the international travel segment, with continued high growth in inbound and international business [19]. - The report mentions the entry of Mixue Ice City into the U.S. market, indicating expansion opportunities for the brand [25]. Retail Sector - The report suggests a positive outlook for Yonghui Supermarket, which is adapting its strategy to focus on quality retail, with a long-term potential for sustainable same-store growth [18]. - The report emphasizes the competitive landscape in the local life services sector, with Meituan maintaining its long-term competitiveness despite short-term disruptions [18]. Major News - Alibaba Cloud has raised its capital expenditure guidance, indicating a significant investment in AI infrastructure, with plans to increase its global data center energy consumption tenfold by 2032 [26][27]. - Meituan's international delivery brand Keeta has launched operations in the UAE, marking its third market entry in the Middle East within 40 days [28].

人民财讯9月28日电，9月28日，滴滴App的海外中文打车服务"滴滴海外出行"新上线澳大利亚、新西 兰、埃及。迄今为止，滴滴已在12个国家、超1000座城市上线海外出行。 ...

为提升境外出行体验，滴滴在新加坡、泰国、越南等7个国家上线"发送照片"功能，乘客可通过消息页 面向司机发送所在位置图片，方便双方快速会合。 国庆假期期间，滴滴推出海外打车优惠活动，用户可在App内领取不同国家的专属券包，包括韩国单次 最高减40元、新加坡减50元等优惠。 数据显示，今年暑期使用滴滴海外出行的用户需求较前期增长超过50%，悉尼、墨尔本、开罗与奥克兰 成为新开通服务国家中的热门城市。 凤凰网科技讯 9月28日，滴滴海外出行服务近日扩展至澳大利亚、新西兰与埃及三国，目前已覆盖全球 12个国家、超过1000个城市。该服务支持用户直接使用国内版滴滴App呼叫车辆，并提供全中文界面、 微信与支付宝支付及实时中英翻译功能。 ...