元旦假期海南机票预订量上涨明显，“情绪消费”正在重塑旅游产业链

Core Insights - The Hong Kong stock market opened positively with all three major indices rising, indicating a favorable market sentiment [1] - The Hang Seng Index increased by 0.42% to 25,800 points, while the Hang Seng Tech Index outperformed with a rise of 1.05% to 5,535 points [1] - The consumer sector in Hong Kong showed slight gains, with the Hong Kong Consumer ETF (513230) experiencing a minor increase, led by stocks such as Zhenjiu Lidou, which rose nearly 6% [1] Tourism and Consumer Trends - Domestic flight bookings to Hainan exceeded 720,000, marking a year-on-year growth of approximately 10%, reflecting strong travel demand [1] - The average spending per customer during the New Year holiday increased by 10% year-on-year, with the number of items purchased per person rising by 9% [1] - Car rental demand during the New Year period surged by about 1.8 times year-on-year, with a 2.5% increase in the number of people opting for different pickup and drop-off locations [1] - The top three cities for self-driving trips were Haikou, Sanya, and Urumqi, indicating a shift in consumer preferences towards personalized travel experiences [1] Consumer Behavior Insights - The resilience of tourism consumption in Hainan and the increase in average spending suggest that the middle class continues to show strong purchasing power during holiday seasons [1] - The emergence of "pet economy" and "self-driving travel" during the New Year holiday reflects consumers' willingness to pay a premium for personalized and private experiences, indicating a shift towards "emotional consumption" reshaping the tourism industry [1] Related ETFs - Tourism ETF (562510) is positioned to benefit from holiday catalysts and the ice and snow economy [2] - Food and Beverage ETF (515170) is seen as undervalued and poised to boost domestic demand [2] - Hong Kong Consumer ETF (513230) is linked to e-commerce leaders and new consumption trends [2]