清明节消费数据点评：清明消费稳增，旺季将至关注投资机会

Investment Rating - The industry investment rating is "Market Weight" indicating that the industry index is expected to perform within -10% to 10% relative to the CSI 300 index over the next six months [5]. Core Insights - The report highlights a stable growth in tourism during the Qingming Festival, with domestic travel reaching 126 million trips, a year-on-year increase of 6.3%, and tourism revenue of 57.549 billion yuan, up 6.7% [4]. - The report suggests that the tourism market is likely to continue its recovery due to increasing consumer travel willingness, favorable weather, and upcoming holidays such as Labor Day and Dragon Boat Festival [4]. - The report emphasizes the popularity of short trips and outdoor activities, with surrounding travel accounting for 40% of the market during the Qingming Festival [4]. Summary by Sections Tourism Data - During the Qingming Festival, domestic tourism saw 126 million trips, with a revenue of 57.549 billion yuan, reflecting a 6.3% and 6.7% increase respectively [4]. - Average spending per person during the three-day domestic travel was 456.74 yuan, showing a slight increase compared to the previous year [4]. Travel Trends - Short trips, flower viewing, and light outdoor activities are leading the tourism consumption trends, with nearly 50% of surrounding travel users opting for 2-3 day trips [4]. - International travel is also on the rise, with popular destinations including Japan, Indonesia, and Thailand, showing significant increases in order volumes [4]. Scenic Spots and Visitor Numbers - Notable scenic spots like Huangshan received over 95,000 visitors during the holiday, marking a 26% increase year-on-year [4]. - Shanghai welcomed 7.0027 million visitors, a 5.45% increase, while Jiangsu and Zhejiang provinces reported significant growth in both visitor numbers and tourism revenue [4]. Movie Consumption - The box office performance during the Qingming Festival was disappointing, with total revenue of 378 million yuan, significantly lower than the previous year's 843 million yuan [4]. Investment Recommendations - The report recommends focusing on OTA platforms, scenic spots, and hotels as beneficiaries of the anticipated tourism market recovery [4].