中国银河：每日晨报-20250207

Group 1: Consumer Services - The number of domestic travelers during the 2025 Spring Festival reached 501 million, a year-on-year increase of 5.9%, with total spending of 677 billion yuan, up 7.0% year-on-year, indicating a recovery in consumer confidence [2][6] - The average travel radius for tourists during the Spring Festival was 233.10 kilometers, an increase of 2.3% year-on-year, reflecting an expanding travel radius among residents [3] - Cultural tourism consumption hotspots included intangible cultural heritage and ice and snow tourism, with sales of related cultural and artistic services increasing by 66.3% year-on-year [4] Group 2: Transportation - The total cross-regional personnel flow during the Spring Festival reached 5.1 billion, with road transport accounting for 4.825 billion, and rail and civil aviation passenger transport at 262.12 million and 50.03 million respectively, showing increases of 7.74%, 6.71%, and 6.41% year-on-year [9] - The number of civil aviation passengers during the Spring Festival was 50.03 million, a year-on-year increase of 6.41%, with a daily average of about 18,500 flights planned, reflecting a strong recovery in the international market [10] - The railway passenger flow during the Spring Festival increased by 6.86% year-on-year, indicating a robust demand for high-speed rail travel [11] Group 3: Food and Beverage - The performance of the food and beverage sector during the Spring Festival showed structural differentiation, with snacks performing relatively well, while dairy products showed slight improvement [14] - The rise of discount supermarkets is creating new opportunities in the snack sector, with various business models emerging to meet consumer demand [15] - The overall food and beverage index experienced a decline of 6.8% in January, with the non-alcoholic sector showing resilience, particularly in snacks and soft drinks [16][18] Group 4: Metals and Mining - The global gold price reached a new high, driven by market expectations of interest rate cuts by the Federal Reserve and geopolitical tensions, with domestic gold prices also hitting record levels [25][27] - The aluminum industry is expected to see a recovery in profits as the domestic aluminum hydroxide supply and demand situation reverses, with prices likely to decline further [28] - The manufacturing PMI index in January fell to 49.1, indicating a contraction in the manufacturing sector, which may impact the demand for non-ferrous metals [25]