国庆假期交运数据快评

Investment Rating - The industry investment rating is "Positive," indicating an expectation that the industry index will outperform the market index by more than 5% over the next six months [2]. Core Insights - During the National Day holiday from October 1 to 7, 2024, the total inter-regional passenger flow reached 2.003 billion trips, averaging 28.6187 million trips per day, which represents a year-on-year increase of 3.9% compared to the same period in 2023 and a 23.1% increase compared to 2019 [1]. Summary by Sections Industry Performance - The domestic tourism market continues to follow a strategy of "exchanging price for volume" [1]. Data Analysis - The data released by the Ministry of Transport on October 8, 2024, highlights significant growth in passenger flow during the holiday period, suggesting a robust recovery in the transportation sector [1].