Core Insights - The article highlights the vibrant travel and consumption activity in China during the recent National Day and Mid-Autumn Festival holiday, showcasing the role of digital platforms like Gaode in facilitating this surge [1][2]. Group 1: Travel and Consumption Trends - During the 8-day holiday, Gaode's "Street Scanning List" contributed to over 100 million customer visits to offline dining establishments, indicating a significant boost in local consumption [4]. - The report reveals a 300% increase in traffic to "smoky little shops" on the first day of the holiday, with local dining orders rising by 150% year-on-year, reflecting heightened consumer interest [4]. - A notable trend is the overlap of the top 20 cities in the "Holiday Food Attraction City Ranking" and the "Holiday Scenic Spot Attraction City Ranking," with a 75% correlation, indicating a dual-driven tourism trend of "taste and sight" [6]. Group 2: Night Economy and Diverse Travel Preferences - The holiday period saw a shift in young people's travel preferences, with "reverse travel" and "city night tours" emerging as new highlights, as more tourists explored less popular destinations [6]. - Cities like Nanchang, Nanning, and Changsha ranked as the top three for night life activity, showcasing the growing importance of nighttime consumption [6]. - Gaode's products are seen as instrumental in connecting various destinations and consumption scenarios, thereby activating broader consumer potential during the holiday [6]. Group 3: Infrastructure and Public Services - The article emphasizes the importance of a robust public service network, including public charging stations, which have outnumbered gas stations by 2.5 times, supporting the surge in travel [7][12]. - Major cities like Beijing, Shanghai, and Hangzhou lead in the number of public toilets, while Shenzhen, Xiamen, and Shanghai have the highest density of maternal and infant care facilities [7]. - The integration of digital platforms with public services enhances the travel experience, allowing users to easily locate free public facilities [8]. Group 4: Technological Integration and Safety - The use of advanced technologies, such as the Beidou satellite system, has significantly improved the reliability and green aspects of long-distance travel during the holiday [10]. - Gaode's "Eagle Eye Guardian" system issued 1.74 billion safety alerts, enhancing long-distance driving safety [12]. - The number of public charging stations has surpassed 300,000, alleviating users' range anxiety and indicating a growing acceptance of long-distance travel with electric vehicles [12].
从奔腾的中国,看见高德的价值
证券时报·2025-10-09 11:52