中秋消费数据点评：中秋出行平稳，静待十一假期到来

Investment Rating - The industry is rated as "Bullish" with expectations that the CSI 300 index will rise by 20% or more in the next six months [9]. Core Insights - Domestic tourism continues to show stable growth, with 107 million domestic travelers during the Mid-Autumn Festival, a 6.3% increase compared to 2019. Domestic tourism revenue reached 51.047 billion yuan, an 8.0% increase from 2019 [6]. - The transportation sector saw significant activity, with over 620 million cross-regional movements during the holiday, averaging 21 million daily, a 31.1% increase from 2023 and a 16.1% increase from 2019 [6]. - The popularity of domestic cultural tourism is rising, driven by the success of the game "Black Myth: Wukong," with car rental orders in Shanxi province increasing by 16% compared to the Dragon Boat Festival [6]. - The film industry also performed well, with a box office of 389 million yuan during the Mid-Autumn Festival, with domestic films accounting for 85.35% of the total [6]. Summary by Sections Tourism Data - The Mid-Autumn Festival saw 107 million domestic travelers, with tourism revenue at 51.047 billion yuan, reflecting stable growth despite adverse weather conditions [6]. - Transportation data indicates a robust increase in travel, with rail and road travel showing significant year-on-year growth [6]. OTA Insights - Domestic cultural tourism is gaining traction, with a notable increase in travel orders in specific regions [6]. - The trend towards short trips is evident, with 76% of users opting for 2-3 day itineraries during the holiday [6]. Future Outlook - The upcoming National Day holiday is expected to see a surge in outbound and long-distance travel, with a 70% increase in visa applications compared to last year [7]. - Predictions indicate a potential decrease in travel costs due to high demand and competitive pricing, with over 60% of travelers planning long-distance trips [7]. Investment Recommendations - The report suggests focusing on sectors benefiting from the upcoming holiday, particularly OTA and scenic spots, as the industry outlook remains positive [7].