国庆假期高频追踪：国内宏观数据有积极信号

Group 1: Travel and Transportation - During the National Day holiday, intercity travel increased significantly, with a 2.8% year-on-year growth compared to 2023 and a 24.0% increase compared to 2019[11] - The average subway passenger volume in 11 cities showed a compound growth of 4.1% compared to the same period in 2019, improving from 2.5% during the May Day holiday[18] - The average congestion index in 100 cities was 1.38, better than 1.33 in 2023 and 1.32 during the May Day holiday[21] Group 2: Consumer Spending - Daily average movie attendance during the holiday reached 0.08 billion, up from 0.03 billion during the Mid-Autumn Festival and 0.07 billion last year[25] - The average ticket price for movies dropped to 40.4 yuan, down from 41.9 yuan last year, indicating a "volume up, price down" trend in movie consumption[25] - Domestic tourism consumption is expected to rebound, with some regions reporting a 14.9% increase in visitor numbers compared to the May Day holiday[27] Group 3: Real Estate Market - New home sales area showed signs of improvement during the holiday, with a compound average growth rate of -13.0% compared to 2019, an improvement from -19.3% before the Politburo meeting[32] - First-tier cities saw a recovery of 12.3 percentage points in new home sales compared to the previous month, indicating a stronger rebound in high-energy cities[34] - The real estate sector's recent policy adjustments have positively influenced consumer risk appetite, contributing to improved sales figures[31]