Core Viewpoint - The upcoming National Day and Mid-Autumn Festival holidays are expected to drive a significant increase in travel demand, with various transportation platforms predicting record passenger numbers and usage rates during this period [3][4]. Transportation Industry Insights - On September 30, the Yangtze River Delta railway is expected to send 3.65 million passengers, an increase of 213,000 passengers or over 6% compared to the same day in 2024 [3]. - The national railway is projected to transport 219 million passengers from September 29 to October 10, with October 1 anticipated to be the peak travel day [3]. - Highways are expected to experience increased traffic pressure starting from 4 PM on September 30, with a small peak in travel expected between 9 PM and 1 AM [3]. Ride-Hailing and Carpooling Trends - Haibo anticipates 60 million orders for its carpooling service from September 30 to October 8, with the overall industry demand exceeding 100 million orders [4]. - Didi expects a significant rise in ride-hailing demand starting September 26, with peak demand on September 30, potentially doubling compared to regular days [4]. - The second peak for ride-hailing is predicted for the Mid-Autumn Festival, with a 50% increase in demand compared to the days before the holiday [4]. Rental Car Market - Didi forecasts a 148% year-on-year increase in rental car bookings during the holiday, with 70% of these being for out-of-town rentals [5]. Food and Beverage Sector Impact - The travel surge is also boosting food and beverage sales at transportation hubs, with search volumes for food options at major train stations like Shanghai and Beijing increasing by over 70% week-on-week as the holiday approaches [5].

Group 1 - The Civil Aviation Administration predicts that the passenger transport volume during the National Day and Mid-Autumn Festival holiday will reach 19.2 million, marking the highest level for the same period in history [1][2] - Airlines are increasing capacity to meet travel demand, with Eastern Airlines deploying 816 aircraft, including 11 domestically produced C919 jets, and enhancing domestic routes from Shanghai Pudong to various cities [1] - Southern Airlines plans to add over 2,700 flights during the holiday, with a total of 48,000 flights scheduled, focusing on popular travel and return home routes in Guangzhou, Shenzhen, and East China [1] Group 2 - Beijing's two airports expect to transport over 2.97 million passengers and plan to ensure 17,828 flights during the holiday [2] - The travel demand is driven by tourism and family visits, with popular destinations including Shanghai, Chengdu, Guangzhou, Sanya, as well as international cities like Tokyo, Osaka, and London [2] - To accommodate the large passenger flow, Beijing's airports are implementing various service measures, including a one-stop luggage service and extended subway and bus services [4]