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读研报 | “流动的中国”,五一出行有何新亮点?
中泰证券资管· 2025-05-06 09:31
热门景区仿佛"有一亿人",道路上比比皆是的"车贴车"……有人用"流动的中国"来形容今年的五一出行盛 况。 是的,交通运输部数据显示,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%。 其实节假日出行数据一直被认为是观察经济活力以及消费意愿的重要窗口。此番新鲜出炉的五一数据,又 有哪些值得关注的新亮点? 一是 长途出行意愿的高涨 。 "长线爆发"是携程发布的《五一旅游出行预测报告》中总结的一大特征。另据中青旅遨游的预订数据,游 客"五一"境内游的平均出行天数为5.2天,同比延长约15%。 而参考招商证券报告的统计数据,4月30日至5月3日,铁路、公路、水路、航运日均客运量分别为 1978.05、25843.50、168.75、222.5万人次,分别较2019(疫情前一年)年同期增长39.01%、37.00%、 10.87%、28.58%,而较2024年同期增长10.71%、4.62%、37.43%、13.60%。换句话说,今年五一假期的铁 路、公路、水路、民航客运量相较于2019年和2024年"全线升温"。 民生证券的报告中提到,此次客运量、人均消费等数据与 ...
“小长假”出行热 湖南航空五一预售量持续增长
Group 1 - The core viewpoint of the articles highlights the increasing demand for air travel during the upcoming May Day holiday, with Hunan Airlines planning to operate 262 flights from May 1 to May 5, representing a 16.4% increase compared to the same period in 2024 [1][3] - The overall travel market is experiencing a significant rise in passenger numbers, particularly to popular tourist destinations such as Kunming, Chengdu, Haikou, and Xiamen, with notable increases in flight bookings [1][3] - Hunan Airlines is enhancing its operational capacity on popular routes to accommodate the surge in passenger flow, ensuring a variety of travel needs are met during the holiday [1][3] Group 2 - The peak travel days are expected to be April 30 and May 1, with a return peak on May 5, and the anticipated passenger flow during the holiday is projected to exceed 52,000 [3] - Popular routes during the holiday include flights from Changsha to Haikou, Changsha to Lijiang, and others, with some routes showing a booking rate exceeding 80% [3] - Hunan Airlines is implementing measures to improve check-in efficiency and assist special passenger groups, such as first-time flyers and those requiring additional support [3][4] Group 3 - The airline will conduct themed flights during the holiday, including "Salute to Laborers" and "Inheriting the May Fourth Spirit," to convey positive messages to passengers [4] - Hunan Airlines emphasizes its commitment to safety and service quality, aiming to provide a secure and comfortable travel experience for passengers during the May Day holiday [4]