Core Insights - The report from Galaxy Securities indicates a stable growth trend in travel data during the National Day holiday, while highlighting a shift in consumption patterns among young consumers [1] Group 1: Travel and Consumption Trends - Total cross-regional mobility reached 1.83 billion person-times during the first six days of the holiday (October 1-6), representing a year-on-year increase of 5.0% [1] - Traditional dining and tourism spending has decreased, with a rise in lower-cost "county tourism" options [1] - Young consumers are increasingly spending on concerts, self-driving tours, outdoor sports, and Vlog-related expenses [1] Group 2: Entertainment and Rental Economy - The performance of the domestic performance market was robust, with ticket sales during the holiday's first six days increasing by 130% year-on-year, and music-related ticket sales up by 125% [1] - The rental economy is thriving, with Gen Z travelers frequently renting sports cameras, drones, and telephoto lenses during their trips [1] Group 3: Pet Services - There is significant growth in pet-related services, with pet boarding and home feeding services experiencing high demand during the holiday [1] - Many young travelers are choosing to take their pets on trips, leading to an increase in pet-friendly consumption options at tourist attractions, including pet-friendly restaurants and hotels [1]

Core Insights - The civil aviation market is experiencing a pre-booking peak ahead of the 2025 National Day Golden Week, with a notable demand for popular routes [1][3] - Eastern Airlines has seen a significant increase in pre-sale passenger load factors for flights departing from Nanjing during the National Day period, with a year-on-year increase of over 15% compared to 2024 [3] Group 1: Market Trends - Popular routes such as Nanjing to Dalian, Taiyuan, Yinchuan, and Xishuangbanna are maintaining high demand, while niche routes like Nanjing to Datong and Mangshi are also gaining traction [1] - Peak travel days are seeing passenger load factors exceeding 90%, with some flights experiencing "hard-to-get" ticket situations during peak times [1] Group 2: Company Actions - To meet the heightened travel demand, Eastern Airlines has increased flight frequencies for routes such as Nanjing to Kuala Lumpur and Nanjing to Dalian during the National Day holiday [3] - The airline is encouraging travelers with definite travel plans to purchase tickets early to avoid disruptions to their holiday itineraries [3]