Zheng Quan Shi Bao Wang·2025-09-19 06:53Core Viewpoint - The tourism sector has seen significant gains as the National Day and Mid-Autumn Festival approach, with various tourism stocks experiencing substantial increases in their share prices due to heightened travel demand and favorable booking trends [1]. Group 1: Market Performance - The tourism sector experienced a notable surge on the 19th, with Xiyu Tourism rising approximately 12% and reaching a new high during the trading session [1]. - Yunnan Tourism hit the daily limit, marking its third consecutive increase, while Guilin Tourism and Qujiang Cultural Tourism also reached their daily limits, and Xi'an Tourism rose over 4% [1]. Group 2: Travel Demand and Booking Trends - The upcoming "double holiday" combining National Day and Mid-Autumn Festival in 2025 is expected to create an extended 8-day holiday, with potential for a 12-day holiday through "leave-packing" policies, stimulating the travel market [1]. - The average booking volume for transportation services, including flights and train tickets, has increased by approximately 10% compared to last year, indicating a strong upward trend [1]. - Data from Qunar shows that as of September 16, the willingness to travel domestically and internationally during the holiday has increased by 30% and over 40% year-on-year, respectively [1]. - According to Fliggy, holiday travel bookings are occurring approximately 3.5 days earlier than last year, with a clear trend towards multi-destination travel [1]. Group 3: Investment Opportunities - Institutions suggest focusing on companies that are likely to experience turning points, marginal improvements, or benefits from consumer service policies in light of the anticipated increase in leisure travel demand during the holiday [1].