中游：1）化工：PTA开工率回升；PX开工率近期回落；聚酯、尿素开工率处今年高位。2）基建：沥青开工率来 到近三年低位。 关注5月关税战对上游原材料的影响 中观事件总览 生产行业：4月制造业PMI回落。 1）4月份，制造业采购经理指数（PMI）为49.0%，比上月下降1.5个百分点，制 造业景气水平有所回落。从企业规模看，大、中、小型企业PMI分别为49.2%、48.8%和48.7%，比上月下降2.0、1.1 和0.9个百分点，均低于临界点。 服务行业：五一假期旅游消费增长较多。 1）据工信部，一季度，我国规模以上互联网和相关服务企业完成互联 网业务收入4118亿元，同比增长1.4%；规模以上互联网企业研发经费增速加快，共投入研发经费204.5亿元，同比 增长4.6%。2）据文化和旅游部数据中心测算，假期5天全国国内出游3.14亿人次，同比增长6.4%；国内游客出游 总花费1802.69亿元，同比增长8.0%。 数据来源：央视新闻，iFind，华泰期货研究院 行业总览 宏观日报 | 2025-05-07 上游：1）能源：国际油价假期受关税影响回落较多。2）有色：铜、锌、镍受关税影响价格震荡。3）建材：水泥、 ...

Group 1: Travel and Tourism Data - During the five-day May Day holiday, 314 million domestic trips were made in China, representing a year-on-year increase of 6.4% [1] - Domestic tourists spent a total of 180.27 billion yuan during the holiday, marking an 8.0% increase compared to the previous year [1] Group 2: Hotel Industry Performance - Huazhu Group reported that its hotels received nearly 6.3 million guests during the May Day holiday, 1.3 times more than the same period last year [2] - The overall hotel occupancy rate exceeded 84%, with peak occupancy reaching 97% from May 1 to May 3, and on May 2, occupancy hit 103% [2] - Jinjiang Hotels (China) reported nearly 8.9 million guests from April 30 to May 4, a 13% increase year-on-year, with over 5,000 hotels fully booked for three consecutive days [2] Group 3: Performance in Smaller Cities - Many third and fourth-tier cities showed strong growth, with cities like Bengbu, Huaihua, and Yangjiang reporting hotel occupancy rates exceeding 100% [3] - Jinjiang Hotels noted that the average occupancy rate in Qianjiang reached 104%, the highest in the country during the holiday [3] Group 4: Resort and Vacation Destination Success - The Atlantis Sanya hotel achieved an average occupancy rate of 94% during the holiday, with 120,000 visitors [4] - Several Club Med resorts reported occupancy rates exceeding 95% during the holiday period [4] Group 5: Inbound Tourism Growth - Huazhu Group received over 43,000 foreign guests during the holiday, 1.75 times more than last year [6] - Jinjiang Hotels reported a 4.7 times increase in foreign guests compared to the previous year, with top source countries including Russia, South Korea, and Thailand [6] Group 6: Rise of the Homestay Industry - Tujia reported that the homestay industry experienced its "hottest May Day" with a booking increase of over 30% compared to last year [7] - Popular destinations for homestays included Chengdu and Chongqing, with Guangdong becoming the top province for homestay bookings [7] Group 7: Impact of Music Events - Numerous concerts and music festivals contributed to increased homestay bookings, with some cities experiencing booking increases of over 80% due to local events [8]

作 者丨张晓慧 编 辑丨孙超逸 刚刚过去的"五一"假期，深圳的大梅沙、深圳湾公园、南头古城、K11、咖啡节都挤满了人， 不少网友感叹，原来深圳不仅适合打工，也适合旅游。 深圳官方数据显示， 2 0 2 5年"五一"假期（5月1日至5月5日），深圳全市共接待游客6 9 6 . 3 6 万人次，同比增长3 6 . 3%；实现旅游收入5 4 . 3 2亿元，同比增长4 0 . 8%。 有山有海，有各类公园和商圈，深圳的旅游禀赋正在被更多人看到。携程"五一"假期旅行数 据报告显示，深圳分别入选五一国内热门旅游目的地、入境游热门目的地前十名。 游客为何滚滚而来？ 2 0 2 5年"五一"假期，深圳接待游客数量较去年有超过三成的涨幅，深圳并不是旅游城市，为 何会突然吸引这么多游客？ 南方财经全媒体记者注意到，一方面，深圳有丰富的山海自然旅游资源，如东西涌、桔钓 沙、马峦山等吸引不少游客前来；另一方面，"五一"假期期间，深圳举办了多场大型文体活 动，比如许嵩、卫兰演唱会吸引到不少外地歌迷，中超联赛现场观赛人数也超过2 . 8万人。 此外，跨境旅游依然是"五一"的大热门，深圳成为热门目的地和主要中转地。 深圳边检数据显示，5 ...

游客为何滚滚而来？ 2025年"五一"假期，深圳接待游客数量较去年有超过三成的涨幅，深圳并不是旅游城市，为何会突然吸 引这么多游客？ 南方财经全媒体记者注意到，一方面，深圳有丰富的山海自然旅游资源，如东西涌、桔钓沙、马峦山等 吸引不少游客前来；另一方面，"五一"假期期间，深圳举办了多场大型文体活动，比如许嵩、卫兰演唱 会吸引到不少外地歌迷，中超联赛现场观赛人数也超过2.8万人。 此外，跨境旅游依然是"五一"的大热门，深圳成为热门目的地和主要中转地。 深圳边检数据显示，5月1日至5月5日，深圳边检总站查验出入境人员超451万人次，同比增长34%，其 中入境人员约225万人次，出境人员约226万人次。 南方财经全媒体记者张晓慧深圳报道 刚刚过去的"五一"假期，深圳的大梅沙、深圳湾公园、南头古城、K11、咖啡节都挤满了人，不少网友 感叹，原来深圳不仅适合打工，也适合旅游。 深圳官方数据显示，2025年"五一"假期（5月1日至5月5日），深圳全市共接待游客696.36万人次，同比 增长36.3%；实现旅游收入54.32亿元，同比增长40.8%。 有山有海，有各类公园和商圈，深圳的旅游禀赋正在被更多人看到。携程"五一" ...

Group 1: E-commerce and Delivery Services - Taobao's "Flash Purchase" service achieved over 10 million orders within just six days of its launch, significantly boosting orders for Ele.me, the delivery service partner [2] - The nationwide launch of Taobao Flash Purchase led to record-breaking order volumes in 39 cities, with over 1,000 brands experiencing peak sales [2] - Popular beverage brands like Jasmine Milk Tea and Nayuki's Tea saw their order volumes increase by nearly 300% and over 200% respectively, following the launch [2][3] Group 2: Automotive Industry - Nezha Auto experienced a significant app failure during the May Day holiday, affecting remote vehicle control and data updates, which was attributed to a system fault [4] - The company confirmed that the issue was not related to service disruptions and has since been resolved, with ongoing investigations to prevent future occurrences [4] Group 3: Financial Services - Ant Group is reportedly planning to list its overseas arm, Ant International, in Hong Kong, as it engages with relevant authorities [5] - Ant International currently accounts for approximately 20% of Ant Group's revenue, focusing on cross-border payment services [6] Group 4: Technology Sector - Apple reported a revenue of $95.4 billion for Q2 of fiscal year 2025, marking a 5% year-over-year increase, with a net profit of $24.78 billion [7] - iPhone revenue reached $46.8 billion, showing a 2% increase, while Mac and iPad revenues grew by 7% and 15% respectively [8] Group 5: Trade and Tariffs - President Trump announced a 100% tariff on all foreign-made films, citing a decline in the U.S. film industry due to foreign competition [9] - This move is expected to escalate trade tensions, impacting market sentiment and leading to declines in U.S. stock futures and the dollar [9] Group 6: Consumer Market Trends - The May Day holiday saw a 6.3% increase in sales for key retail and catering enterprises, with significant growth in travel and dining sectors [10] - Domestic travel destinations experienced a surge in visitor numbers, with some provinces reporting double-digit growth in tourism revenue [11] Group 7: Corporate Leadership Changes - Warren Buffett announced plans for a leadership transition at Berkshire Hathaway, proposing that Abel will officially take over as CEO by the end of the year [12][13] - Buffett emphasized that he will remain involved in the company, while Abel will have full decision-making authority [13][14] Group 8: Market Performance of Listed Companies - As of April 30, 2025, over 5,100 listed companies in China reported resilient performance, with 74% achieving profitability [15] - The total revenue for listed companies was 71.8 trillion yuan, with a slight decline of 0.7%, while net profit decreased by 2.3% to 5.2 trillion yuan [15]

五一假日期间，全省80个重点监测景区累计接待游客668.75万人次，同比增长12.55%；累计门票收入 2.21亿元，同比增长7.58%。 山西省文化和旅游厅消息，综合通讯运营商和山西省旅游大数据联合实验室专项调研数据显示，2025年 五一假日期间，全省共接待国内游客2272.11万人次，同比增长22.40%；实现旅游总花费160.33亿元， 同比增长27.61%。 ...

Group 1 - The core viewpoint of the articles highlights the surge in tourism in Guilin during the "May Day" holiday, with significant increases in water traffic and various activities attracting visitors [1][2][3] - Guilin's water traffic peaked with daily visitors reaching 46,000 and 88,000 on the first two days of the holiday, culminating in a total expected water traffic of 360,000 during the holiday [1] - Various scenic spots in Guilin organized themed activities to cater to market demand, such as traditional farming events and DIY workshops, enhancing the tourist experience [2] Group 2 - The introduction of innovative technology in tourism, such as the "Er Lang Shen" robot performing at docks, showcases the integration of modern technology with traditional tourism [2] - The promotion of discounts and themed travel routes by hotels and scenic spots aims to attract more visitors, with over 300 influencers invited to experience and promote Guilin's attractions [2] - The local government and tourism authorities are focusing on appealing to younger demographics by creating engaging and trendy experiences in the scenic areas [3]

↑ 5月4日，游客在广西北海银滩国家旅游度假区戏水（无人机照片）。新华社发（李君光 摄） "五一"假期期间，各地推出丰富多彩的旅游产品供给，加强文旅融合和科技赋能，提升管理水平和服务品质，带动旅游消费欣欣向荣。 ↑ 5月4日，游客在贵州省安顺市黄果树瀑布景区游览（无人机照片）。新华社发（陈熙 摄） ↑ 5月5日，在云南省昆明市五华区教场中路，游客们乘坐蓝花楹主题观光巴士，欣赏蓝花楹盛开景色（无人机照片）。新华社发（宋光旭 摄） ↑ 5月2日，在广东省佛山市禅城区南风古灶旅游休闲街区，游客在观看醒狮表演。新华社发（黄继明 摄） ↑ 5月5日，游客在河北省沧州市园博园观看麒麟舞表演。新华社发（苑立伟摄） ↑ 5月3日，游客在河北省唐山市丰南区河头老街景区观看表演。新华社发（刘满仓摄） ↑ 5月5日，游客在石家庄市正定古城参观游览。新华社发（陈其保摄） ↑ 5月5日，在武汉市武昌区沙湖公园举办的世界花园大会现场，民间艺人为游客表演舞龙。新华社发（赵军摄） ↑ 5月5日，在湖南省湘西土家族苗族自治州吉首市，民间艺人为游客表演狮子登高。新华社发（郭立亮摄） ↑ 5月4日晚，游客在甘肃省敦煌市鸣沙山月牙泉景区观看烟花。新 ...

#【华西商社】五一数据更新：旅游消费保持旺盛，多景区创新高，酒店数据超预期，茶饮热度攀升 #客流：5月1日至5日，预计全社会跨区域人员流动量累计14.67亿人次，日均2.93亿人次，同比增长8.0%。 其中：铁路客运量同比增长10.8%。 其中：铁路客运量同比增长10.8%。 公路人员流动量同比增长7.6%。 公路人员流动量同比增长7.6%。 水路客运量同比增长24.9%。 民航客运量同比增长11.8%； # #【华西商社】五一数据更新：旅游消费保持旺盛，多景区创新高，酒店数据超预期，茶饮热度攀升 #客流：5月1日至5日，预计全社会跨区域人员流动量累计14.67亿人次，日均2.93亿人次，同比增长8.0%。 水路客运量同比增长24.9%。 民航客运量同比增长11.8%； #酒店：根据酒店之家数据，五一假期OTA酒店销量同比增长24.93%，OTA用户酒店消费支出同比增长24.8%。 五一假期全国房价同比+2%，其中经济型优于中高端，低线城市优于高线城市； #餐饮：五一期间微信支付餐饮行业交易笔数同比增长12.3%，地区搜索词TOP10中茶饮品牌居多。 #入境游：携程数据显示入境游订单同比激增130%，五一假期 ...

"五一"假期江苏接待游客突破3533万人次 同比增长超15% 智通财经5月6日电，据江苏智慧文旅平台监测："五一"假期（2025年5月1日0时至5月5日16时），全省 纳入监测的644家A级旅游景区、195个省级以上乡村旅游重点村、75家夜间文旅消费集聚区（含建设单 位）和84家博物馆去重后共接待游客3533.02万人次，游客消费总额达162.72亿元，同比2024年分别增长 15.62％和14.79％。 ...