社会服务行业周报（2024年第43周）

Investment Rating - The report maintains an "Outperform" rating for the social service industry, indicating a projected growth of over 5% relative to the benchmark index in the next six months [3][29]. Core Insights - The social service industry experienced a 4.50% increase from October 14 to October 18, outperforming the Shanghai Composite Index by approximately 3.52 percentage points, ranking it sixth among major sectors [6][7]. - The education sector led the gains within the social service industry, with a remarkable increase of 9.41%, followed by professional services at 4.10%, tourism and scenic spots at 3.61%, and hotel and catering at 1.07% [8][9]. - The report highlights a strong recovery in the social service industry driven by policy support and market demand, particularly in tourism and education sectors [21][22]. Industry Performance Analysis - The average daily number of domestic flights from October 14 to October 20 was 12,680, reflecting a 3.00% decrease from the previous week but a 4.56% increase compared to the same period in 2023 [13][15]. - The tourism consumption price index in Hainan was recorded at 83.76, showing a significant 29.91% decrease from the previous week and an 18.40% decline year-on-year [15][16]. - The education sector had the highest trading volume at 27.917 billion yuan, with a turnover rate of 98.31%, while the professional services sector had a trading volume of 16.701 billion yuan and a turnover rate of 95.93% [9][10]. Industry News and Developments - The National Immigration Administration reported that 160 million people entered and exited the country in the third quarter, marking a 30.1% year-on-year increase, with significant growth in foreign tourists [19]. - The Central Committee and the State Council issued guidelines to enhance the quality of doctoral education, aiming to cultivate urgently needed talents for national strategic needs [22]. - The upcoming "Double Eleven" shopping festival is expected to significantly boost outbound tourism, with promotional activities from major platforms enhancing market competition [20][21].