五一消费数据如何？

Industry Investment Rating - The industry investment rating is "Outperform the Market" and is maintained [1] Core Viewpoints - The report highlights a positive outlook on consumer opportunities, indicating a gradual recovery in consumption trends, supported by various government policies [4][8] - The report emphasizes that the May Day holiday data shows significant growth in both the number of travelers and total spending, suggesting a strong recovery in the consumer sector [6][8] Summary by Relevant Sections Industry Basic Information - Closing index level is 7997.15, with a 52-week high of 9343.57 and a low of 5985.5 [1] Recent Research Insights - The report notes a 6.4% year-on-year increase in domestic travel during the May Day holiday, with total spending reaching 180.27 billion yuan, a growth of 8.0% [4][5] - Retail and catering sectors showed a 6.3% increase in sales, with specific categories like home appliances and automobiles seeing growth rates of 15.5% and 13.7% respectively [5][6] Investment Recommendations and Focused Targets - The report suggests focusing on cyclical sectors such as liquor and catering, which are expected to benefit from economic recovery [9] - Recommended stocks include Yum China, Haidilao, and various tourism and hotel companies [9]