今年国庆中秋假期旅游消费火热，据广东省文化和旅游厅消息，经初步测算，广东双节假期接待游客逾 6517万人次，旅游收入超613亿元，均较去年假期增长10%以上。 深圳、香港热度尤其高，两地举办了多场特色文娱活动。深圳接待游客超920万人次，同时约140万人次 内地旅客赴港旅游，游客数量均较去年国庆假期增长。 深圳多个新地标吸睛 据深圳市文化广电旅游体育局数据，今年国庆中秋假期，深圳接待游客920.26万人次，较2024年国庆七 天假期增长12.4%。其中，外国游客入境9.1万人次，增长145.2%；旅游总收入89.4亿元，增长17.6%。 深圳世界之窗、深圳欢乐谷、深圳野生动物园等传统热门景区继续火热，小梅沙成为深圳滨海旅游的热 门目的地之一。携程数据显示，深圳在假期首日的整体旅游订单量同比增长39%。 国庆中秋假期前夕，深圳多个地标建筑接连开业，也为假期游增色不少。9月26日，总建筑面积超13万 平方米的全球最大实体书城——深圳"湾区之眼"开业。开业数日内，书城人流如织，吸引众多市民打 卡。 9月29日，深圳·前海冰雪世界开业，这是全球规模最大、纬度最低、垂直落差最高的室内滑雪场。项目 总建筑面积约10万平方 ...

Group 1: Report Summary - The report focuses on the key events during the National Day holiday and the outlook for the bond market. It points out that consumption showed a characteristic of "increasing quantity but decreasing price" during the holiday, with tourism and travel recovering steadily. However, the prices of air tickets and hotels declined year-on-year, and the performance of urban travel, box office, and real estate was weak. The sustainability of consumer recovery and the strength of corporate profit repair remain to be seen. The bond market is likely to have a repair opportunity in the fourth quarter as the fundamentals gradually gain more pricing power [2][6]. Group 2: Holiday Consumption and Travel - **Travel Volume Increase**: From October 1 to 8, the daily average cross - regional population flow reached 304 million person - times, a 6.2% year - on - year increase compared to the 7 - day average of the 2024 National Day holiday, hitting a record high. The international passenger flow from September 30 to October 6 increased by 15.3% year - on - year [5][6]. - **Price Decline**: As of October 7, the 7 - day moving average of domestic aviation fuel - included ticket prices decreased by 3.8% year - on - year, and business route ticket prices generally declined. The RevPAR of domestic hotels from September 22 to 28 decreased by 4% year - on - year, indicating that profitability has not significantly recovered. The box office revenue and average ticket price from October 1 to 7 decreased by 18% and 10% respectively [6]. Group 3: Global Capital Market Performance - **Stock Market**: During the National Day holiday (October 1 - 7), major developed countries' and Hong Kong stock indices strengthened. The Nikkei 225 led the gains, with the Nasdaq and Hang Seng Tech rising by 0.6% and 1.3% respectively. The healthcare and information technology sectors in both US and Hong Kong markets rose significantly [6]. - **Commodities**: Precious metals and non - ferrous metals performed well. London gold and silver rose by 4.0% and 4.9% respectively, and LME copper, zinc, and aluminum rose by 3.5%, 2.5%, and 1.5% respectively [6]. - **Bond Yields**: Most major countries' long - term bond yields rose, while the 10Y US Treasury yield dropped 2BP to 4.14%, mainly due to the expected weakening of employment data and the "shutdown" of the US government [6]. - **Exchange Rates**: The US dollar index rose by 0.8%, the Japanese yen depreciated by 2.7% against the US dollar, and the offshore RMB against the US dollar depreciated slightly by 0.2% [6]. Group 4: Market Transaction Themes - **Interest Rate Cut Expectations**: The unexpected decline in ADP employment data led to increased expectations of an interest rate cut, and concerns about debt sustainability due to the US government "shutdown" caused gold prices to rise and the US stock market to fluctuate. However, it is expected that the debt ceiling issue will be resolved and will not cause continuous market disturbances [6]. - **Japanese Market Outlook**: With the likely victory of Kōichi Tashiro in the Japanese prime ministerial election, the expectation of a Japanese yen interest rate hike has been postponed. The implementation of active fiscal and monetary policies may lead to a market pattern of a strong Japanese stock market, a weak yen, and weak Japanese bonds [6]. Group 5: Bond Market Outlook - As the fundamentals gradually gain more pricing power in the bond market in the fourth quarter, the bond market is likely to have a repair opportunity. However, the sustainability of consumer recovery and the strength of corporate profit repair need further observation as prices have not fully stabilized [2][6].

10月9日上午，市委副书记、市长陈爱林专题分析国庆假期消费情况，研究促消费扩内需工作。市领导刘厚、肖扬、周云玲，市政府秘书长齐爱社参加。 抓经济工作就是抓关键节点，节假日重点要抓消费。各县市区政府主要负责人要趁热打铁，加强对假日经济运行情况的分析，总结经验，不断完善促消 费、扩内需的各项举措。要抢抓"湘超"机遇，加大促消费的力度，形成全市服务"湘超"永州赛区、融入"湘超"的浓厚氛围。要完善组织机制、动员机制、 保障机制，充分利用"湘超"永州赛区的热度，大力宣传推介永州，通过"体育搭台"凝聚奋进力量。要大力提升城市服务水平，持续保持文旅旺、消费旺的 良好态势。 全媒体记者：谢档 雷婧 编辑：杨力为 二审：朱文秀三审：张华兵 终审：唐新华 陈爱林强调 会上，万达广场、中邦广场、步步高舜德店等商圈商超和华天大酒店负责人先后作了发言，市直相关部门汇报了假日期间消费和车流、人流进出以及重点 景区客流等情况。陈爱林对假日期间消费工作给予充分肯定。他指出，市县两级和相关部门加强值班值守，协助相关企业和市场主体积极开展各类促消费 活动，假日期间全市车流量大幅增加，景区旅游持续火爆，消费较快增长，社会大局平安稳定。 ...

Group 1: Overall Market Performance - During the 2025 National Day and Mid-Autumn Festival holiday, Fliggy reported a 48% increase in GMV compared to last year, with service users growing by 30%, leading the tourism market [1] - Hotel stays during the holiday period saw a significant increase, with Fliggy reporting a 78% rise in hotel night stays compared to the previous year [1] - Huazhu Group's hotels received over 10.55 million guests during the holiday, a 36% increase from the same period last year, with foreign guests increasing by 75% [2] Group 2: Specific Company Performance - Fliggy's domestic flight and global hotel bookings reached historical peaks, with record single-day highs in both metrics [1] - Jinjiang Hotels reported a 4% increase in average occupancy rate, with over 13 million guests served, marking a more than 30% increase year-on-year [1] - Huazhu Group's overall hotel occupancy rate exceeded 80% during the holiday, peaking at over 98% on October 3, with more than 8,100 locations fully booked [2]

Core Viewpoint - The company has effectively utilized the "trade-in" policy and local consumption promotion initiatives to enhance sales and ensure sustainable operations throughout the year [1] Group 1: Business Segments - The company has actively engaged in promotional activities across its electrical appliances, department stores, and hotel sectors [1] - The implementation of the "Hunan Consumption Promotion Special Action Plan" has been a key strategy in driving sales growth [1] Group 2: Operational Strategy - The company has focused on improving professional service levels to benefit consumers and expand sales scale [1] - The approach has resulted in orderly and sustainable business operations, ensuring stability in performance [1]

Group 1: Market Performance - The three major indices experienced upward fluctuations, with the Shanghai Composite Index rising by 1.32%, the Shenzhen Component Index by 1.47%, and the ChiNext Index by 0.73% as of the market close on October 9 [2] - Over 2,900 stocks in the two markets saw gains, with a total trading volume of approximately 2.65 trillion yuan [2] Group 2: Precious Metals Sector - The precious metals sector showed strong performance, with notable increases in stocks such as Xiaocheng Technology, Western Gold, Chifeng Jilong Gold, and Shandong Gold [2] - A report from Western Securities indicated that the ongoing expansion of credit cracks in the US dollar could lead to a long-term bull market for gold, with the current phase being the early stage of the third wave of a major upward trend [2] Group 3: Controlled Nuclear Fusion Concept - The controlled nuclear fusion concept saw a collective surge, with stocks like Zhongzhou Special Materials and Western Superconducting rising by 20% [2] - A key breakthrough was reported in the construction of the compact fusion energy experimental device BEST in Hefei, Anhui, marking a new phase in the project's main engineering construction [2] Group 4: Copper and Basic Metals - The basic metals and copper sectors performed strongly, with companies like Luoyang Molybdenum and Northern Copper rising by 10% [3] - CITIC Securities noted that the accelerated decline of the US dollar's credit and the increasing demand for copper due to the expansion of power infrastructure for AI support are driving copper prices above $10,500 per ton [3] Group 5: Semiconductor Sector - The semiconductor sector showed robust performance, with companies like Huahong Semiconductor and Chipone Technology rising over 12% [4] - The AI industry chain experienced significant catalysts during the National Day holiday, including a multi-billion dollar chip procurement agreement between AMD and OpenAI, boosting investor confidence in the tech growth sector [4] Group 6: Weak Sectors - The film and tourism hotel sectors faced declines, with Huace Film and Television dropping over 13% and Light Media falling over 10% [4] - The liquor and real estate sectors also weakened, with companies like Shenzhen Properties and Kweichow Moutai experiencing notable declines [4]

记者丨高江虹 实习生 陈晓冉 编辑丨高梦阳 "演唱会、体育赛事在国庆文旅消费中扮演了 '顶级流量引擎'的角色，它们不再是孤立的娱乐 活动，而是旅游的'核心吸引物'。"联合国旅游组织专家贾云峰告诉21世纪经济报道。 今年国庆中秋长假期间，中国网球公开赛、WTT中国大满贯、成都赛艇公开赛等赛事及十余 场演唱会轮番上阵，叠加假期出行热潮，不仅推动了旅游市场全面升温，更串起餐饮、住 宿、购物、景区游览等多种消费场景，实现了体育流量和文旅经济的双赢。 演唱会和赛事资源在各地分布不均，好在除了赛事拉动的局部消费热潮，今年国庆假期热点 众多，整体出行也呈现"量价齐升"的局势。10月8日飞猪发布的《2025国庆中秋假期出游快 报》显示，今年假期出行的客单价同比提升14.6%。据去哪儿旅行大数据，国内游方面，热门 城市酒店预订量同比增幅超两成；入境游同样表现亮眼，使用非中国护照预订国内航班的机 票量同比增长超三成，覆盖国内近百个城市，"China Travel"的吸引力持续增强。 视频制作：王泽坤 柳润瑛 陈泽锴 陈珊 冯荻庚 全链条升温 10月8日，美团旅行发布数据显示，长达八天的超级黄金周，带动平台出行订单量较2024年国 ...

本文来自微信公众号：投资人黄海 （ID：haivcconsumer），作者：投资人黄海，题图来自：AI生成 但后来的事情大家都知道了，饿了么在并入淘宝生态后迅猛发力，现在单量都要赶上美团了。同样的逻 辑下，飞猪这次也得到了淘宝的弹药支持，在整个阿里集团里的位置也不可同日而语了。 从八月份开始，在闪购之后，飞猪也非常显眼地出现在淘宝app的首页一级菜单栏。甚至淘宝app的所有 订单被分成三类，分别是正常购物、闪购还有旅游。 除了阿里之外，旅游行业的巨头当然就是大家很熟悉的携程和美团，还有早就涉足酒店业务的抖音。外 卖三国杀之后，新一波的"旅游混战"正在酝酿。 为什么酒旅行业会成为下一个被争夺的风口呢？ 之前我发过好几篇旅游行业相关的文章，之所以关注这个领域，是因为旅游行业是目前国内为数不多的 朝阳行业。 前一段时间京东、美团、阿里的外卖三国杀非常精彩，现在另外一个行业也逐渐开始出现巨头混战的苗 头了，但是留意到这个趋势的朋友还不多。这篇文章跟大家分析一下新一轮巨头混战的行业——酒店旅 游。 前两个月，阿里巴巴宣布了一个重大的战略升级，把饿了么和飞猪这两块业务并入了淘宝。 过往很长一段时间，阿里巴巴奉行的是各个事 ...

李沧区诺世源综合商行则在标注"青岛啤酒（600600）"的专用售卖机中销售其他品牌啤酒，该行为违反 《中华人民共和国反不正当竞争法》。专用售卖机标注特定品牌本是为让消费者清晰识别购买商品，而 商家此举涉嫌误导消费者，破坏公平竞争的市场环境，也可能对"青岛啤酒"这一地方知名品牌形象造成 不良影响。 齐鲁晚报.齐鲁壹点记者张晓鹏 为保障市民游客权益，维护市场良好秩序，青岛市场监管部门坚守"群众过节、干部在岗"原则，围绕计 量器具、热销食品、安全保障等关键领域开展全天候值守与全方位巡查，近期查处5起典型违法案件并 对外通报。 市南区渔家鲜餐饮店因涉嫌使用不合格电子秤，违反《山东省计量条例》相关规定被查。电子秤作为餐 饮行业计量商品重量的关键工具，其准确性直接关系到消费者切身利益，不合格电子秤的使用涉嫌短斤 少两，损害消费者公平交易权。 青岛盛远润泽电梯科技有限公司未按安全技术规范要求，对李沧区某酒店电梯进行维护保养，还出具虚 假维保记录，违反《中华人民共和国特种设备安全法》。电梯作为酒店等公共场所常用的特种设备，其 安全运行至关重要，维保不到位且出具虚假记录，相当于给电梯安全埋下"定时炸弹"，可能危及乘客生 命安全 ...

欢迎扫描下方二维码关注： 第四步: 点击"房产税"或"城镇土地使用税"-"确定"。 第五步：点击"税源采集"，跳转至"城镇土地使用税 房产 税税源明细表"界面，自动带出已有的土地信息，房屋信 息。可通过点击税源信息中的"城镇土地使用税税源信 息"、"房产税税源信息"切换查看。 chips 城镇土地侵用 日报名局 基本信息页面保存完毕后点击"下一步"，进入应税明细 信息界面。 如无需修改基本信息，也可直接点击税源后方"应税明细" 进入，点击需修改时间段后方的"变更"。根据实际需要 修改从价信息中的"其中：出租房产原值"、"其中：出租 房产面积"等出租相关信息，再切换维护相应的从租信 息。 更正往期已申报的税源信息, 需进行如下操作: 第一步: 登录电子税务局, 依次点击"我要办税"-"税费申报 及缴纳"-"申报更正与作废"。 第二步：进入模块后可根据"申报日期"或"税款所属期" 查找对应属期的《城镇土地使用税 房产税纳税申报表》,点 士"雷下"坎坷 修冰白十冊甜甜酒信自即可 责任编辑：李嘉欣 来源太原税务 欢迎扫描下方二维码关注： 温馨提醒：蓝色柳林财税室为非官方平台，是由编者以学习笔记形式建立的平台，所有笔记 ...