2025年国庆假期出行创新高，交通运输ETF(159666)逆势走强

Core Viewpoint - The A-share market experienced a collective decline on October 10, 2025, with over 2,300 stocks falling, while the transportation sector showed resilience with a notable increase in passenger flow during the National Day holiday [1] Market Performance - A-share indices opened lower, with significant declines across various sectors, particularly in electronics, power equipment, and computing, while coal, textiles, building materials, and non-bank financials led the gains [1] - The Transportation ETF (159666) was the only fund tracking the CSI Transportation Index, rising by 0.6%, with key holdings such as Dongguan Holdings increasing over 5% [1] Passenger Flow Data - The National Day and Mid-Autumn Festival holiday saw a record high in cross-regional passenger flow, totaling 2.433 billion trips over eight days, averaging a year-on-year increase of 6.3% and a 30.8% increase compared to 2019 [1] - Breakdown of passenger transport volume included: - Rail: 154 million trips (+2.6% YoY) - Road: 2.248 billion trips (+6.6% YoY) - Civil Aviation: 19.14 million trips (+3.3% YoY) - Water Transport: 11.66 million trips (+4.1% YoY) [1] Sector Characteristics - Companies within the transportation sector are characterized by high dividends, low valuations, and stable performance, encompassing logistics, railways, highways, shipping ports, and airports, reflecting the overall performance of listed companies in the A-share transportation industry [1]