炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 2026年春运即将开启，时间为2月2日-3月13日，共40天。由于春节假期长达9天、有"史上最长春节"之 称，客流随之创下新高，2026年将成"史上最忙春运"。 国家发展改革委综合研判信息表明，全社会跨区域人员流动量将会达到95亿人次，其中自驾出行将继续 处于主体地位，占比达八成左右。铁路、民航客运量预计分别达到5.4亿人次和9500万人次，总体规模 和单日峰值均有望超过历史同期的峰值。 除客流规模有望创下新高，李春临表示，今年春运还有四大新特点： 其一，从时间分布看，节前相对分散，现在很多大学都已经放假或者准备放假了，但节后相对集中，2 月下旬学校要开学、工厂要上班，所以节后返岗、返校压力将尤为凸显； 其二，假期旅游旺盛，"先回家、再出游"等也成为近年的新趋势； 其三，从出行方式看，自驾出行规模高位运行； 全社会跨区域人员流动量将会达到95亿人次，其中自驾出行占比达八成 文 | 《财经》记者 王静仪 编辑 | 王延春 "今年春节是个大年，预计返乡探亲旅游出行需求将更加旺盛。"1月29日，国家发展改革委副主任李春 临在国务院新闻办发布会 ...

Core Viewpoint - The railway department is expanding the "quiet carriage" service starting February 1, with over 8,000 high-speed trains offering this service, enhancing passenger comfort and addressing diverse travel needs [1] Group 1: Service Expansion - The quiet carriage service will cover major high-speed rail routes and key passenger flow channels across the country [1] - This expansion represents a significant upgrade in railway services, moving beyond speed to prioritize passenger comfort [1] Group 2: Personalized Services - The railway is introducing various personalized services, indicated by keywords on the 12306 platform, such as "quiet" for quiet carriages, "pet" for pet transport, and "snow" for ski equipment convenience [1] - These enhancements reflect a commitment to improving customer experience and catering to individual preferences [1] Group 3: Passenger Responsibility - The effectiveness of the quiet carriage service relies on passenger adherence to rules, such as keeping electronic devices on silent and maintaining low conversation levels [2] - Promoting a culture of respect and consideration among passengers is essential for the success of the quiet carriage initiative [2] Group 4: Long-term Implications - The expansion of quiet carriages not only upgrades railway services but also promotes public civility and encourages civilized travel habits [2] - By providing precise service offerings and clear guidelines, the initiative aims to make civilized travel a common choice among passengers, extending these habits to other public spaces [2]

Group 1 - The core viewpoint emphasizes the efficiency and responsibility of the railway sector in ensuring energy supply during winter, particularly through the innovative "lamp line" at Hohhot River Station, which enhances coal transportation efficiency [1][2][3] - The "lamp line" allows for a continuous loading process without stopping or turning back, achieving a loading time of just 50 seconds per car, with a maximum daily loading capacity of 1,700,000 tons [1][2] - The railway sector has implemented a closed transportation system with dust suppression technology, significantly reducing dust pollution during coal transport and ensuring environmental protection alongside supply efficiency [2] Group 2 - The railway has prioritized coal transport by establishing dedicated channels for coal trains, ensuring uninterrupted operations and meeting the heating and power generation needs of over 50 power plants in Northeast China [2] - As of December this year, the "lamp line" and other similar lines have cumulatively transported over 68 million tons of coal, demonstrating the railway's commitment to serving the public and maintaining energy supply [2] - The railway sector is recognized as a key player in energy supply, with sufficient coal reserves for power plants, reinforcing its role as a backbone in the energy supply chain during winter [3]

Core Viewpoint - The railway department has introduced a telephone ticket booking service for elderly passengers, addressing the challenges they face in purchasing tickets in the digital age, thereby enhancing their travel experience and accessibility [1][2][3]. Group 1: Service Innovation - The new telephone booking service allows elderly travelers to book tickets by calling the railway's customer service, with payment options available both online and offline, making the process more user-friendly [1][2]. - This initiative is a response to the increasing travel demands of the aging population in China, as traditional online booking methods pose difficulties for many elderly individuals [1][2]. Group 2: Tailored Solutions - The railway department has implemented a detailed process design for the telephone booking service, including identity verification and a clear communication process to ensure that the service effectively meets the needs of elderly passengers [2][3]. - The service reflects a proactive approach by the railway department, which has conducted thorough research on the travel characteristics of elderly passengers, leading to solutions that simplify operations and enhance direct communication [2][3]. Group 3: Comprehensive Elderly Care - The telephone booking service is part of a broader series of initiatives aimed at improving services for elderly travelers, including the "Respect for the Elderly" version of the 12306 app and priority seating arrangements on trains [3][4]. - The railway department has established a comprehensive care system that includes dedicated waiting areas equipped with medical facilities and complimentary meal services on trains, demonstrating a commitment to human-centered service [3][4]. Group 4: Societal Impact - The introduction of the telephone booking service not only benefits elderly travelers but also sets a precedent for societal adaptations to an aging population, emphasizing the importance of humanistic care in public services [3][4]. - As the Spring Festival travel season approaches, this timely service aims to facilitate smoother travel experiences for elderly passengers, reinforcing the railway's commitment to serving the public [4].

Core Insights - The 2026 Spring Festival travel season is expected to start on February 2, with an estimated 9.5 billion trips, marking a historical high [1] - Self-driving travel will dominate, accounting for approximately 80% of total travel [1] - Railway and civil aviation passenger volumes are projected to reach 540 million and 95 million, respectively, with both expected to exceed historical peaks [1] Transportation Capacity - The railway will implement a new train operation schedule, with over 14,000 passenger trains expected on peak days, and seating capacity increasing by 5.3% year-on-year [1] - Civil aviation will focus on increasing flights to hub airports and popular tourist destinations, with an average of 19,400 flights per day, a 5% increase year-on-year [1] - Road transport will enhance capacity for popular tourist areas and rural passenger transport, while water transport will strengthen capacity on key routes such as the Qiongzhou Strait between Hainan and Guangdong [1] Service Assurance - Various transportation sectors will enhance information sharing and service coordination, optimizing ticket purchasing, security checks, and transfer services [2] - Transportation and public security departments will strengthen operational monitoring and provide guidance during peak periods to ensure smooth travel [2] - Self-driving travel services will be improved, including the implementation of toll-free policies for small passenger vehicles during major holidays and enhancing service capabilities at highway service areas, particularly for charging facilities [2]

Core Viewpoint - The 2026 Spring Festival travel season in China is expected to see a record high of 9.5 billion trips, lasting from February 2 to March 13, 2026, over a period of 40 days [1]. Group 1: Travel Volume and Modes - The total cross-regional personnel flow during the Spring Festival is projected to reach 9.5 billion trips, marking a historical peak [1]. - Self-driving travel will dominate, accounting for approximately 80% of the total travel volume [2][6]. - Railway passenger transport is expected to reach 540 million trips, while civil aviation is projected to handle 95 million trips, both surpassing previous records [2][6]. Group 2: Weather Conditions - The overall weather during the Spring Festival travel period is expected to exhibit significant fluctuations, with more precipitation in the north and less in the south [2]. - Two major cold air masses are anticipated to impact the country, potentially causing strong temperature drops and snowfall in various regions [4]. Group 3: Railway Services and Upgrades - The National Railway Group anticipates a passenger transport volume of 540 million, with over 14,000 passenger trains expected to operate on peak days, reflecting a 5.3% increase in capacity [3]. - New services include a dedicated phone booking service for elderly passengers and a free ticket refund policy within 30 minutes of purchase [5]. Group 4: Road and Air Transport Measures - The Ministry of Transport plans to enhance capacity for popular tourist destinations and rural transport during the Spring Festival [6]. - The Civil Aviation Administration expects a 5.3% year-on-year increase in passenger transport, with an average of 19,400 flights per day [6]. Group 5: Water Transport Safety - The transport department will strengthen capacity on key maritime routes and ensure safety measures are in place for adverse weather conditions [7]. Group 6: Travel Tips and Infrastructure - As of the end of 2025, 71,500 electric vehicle charging stations have been established across national highways, with an additional 20,000 added in 2025 [8]. - Travelers are advised to monitor weather forecasts and traffic updates closely, and to plan their journeys accordingly [9].

（国新办发布会现场图） 2026年的春节假期为2月15日（农历腊月二十八、周日）至23日（农历正月初七、周一）放假 调休，长达9天。 国家发展改革委副主任李春临表示，今年春运将从2月2日（下周一）开始，到3月13日结束， 为期40天。今年春节是个"大年"，预计返乡探亲旅游出行需求更加旺盛。综合研判，全社会跨 区域人员流动量将会达到95亿人次，创历史新高。其中，自驾出行将继续处于主体地位，占比 达八成左右； 铁路、民航客运量预计分别达到5.4亿人次和9500万人次，总体规模和单日峰值 均有望超过历史同期的峰值。 记者丨周潇枭 编辑丨周上祺 1月29日，国新办举行新闻发布会，邀请国家发展改革委和交通运输部、应急管理部、中国气 象局、中国民航局、国铁集团有关负责人介绍2026年春运形势和工作安排，并答记者问。 四是统筹兼顾公益服务保障。保持公益性慢火车开行规模，整个春运期间，保证全路公益慢火 车不停运，确保偏远及交通不便地区人民群众出行需要。 朱文忠表示， 买火车票历来是广大旅客关注的焦点。将重点抓好四个方面售票组织工作： 一是 关注学生、务工人员及老年人等重点群体的购票需求。一方面，继续为学生、务工人员 提供预约 ...

Core Viewpoint - The Yangtze River Delta Ecological Green Integrated Development Demonstration Zone has made significant progress in major projects during the "14th Five-Year Plan" and will continue to focus on key areas and major projects during the "15th Five-Year Plan" [1][3]. Group 1: Major Project Investments - In 2025, the demonstration zone is expected to complete an investment of 56.43 billion yuan, achieving 111.3% of the annual plan [1]. - The focus will be on the "One Hall and Three Areas" key regions, with an emphasis on accelerating the presentation of functions in these areas [3]. Group 2: Key Areas of Focus - The four major focus areas include water conservancy and ecological protection, infrastructure connectivity, industrial innovation and transformation, and public livelihood services [3]. - The "Water Town Living Room" will be developed as a green development model area, with plans to enhance its functionality during the "15th Five-Year Plan" [3]. Group 3: Infrastructure and Connectivity - The Tong-Su-Jia-Ning Railway and the Shanghai-Su-Jia Intercity Railway are expected to be completed by June 2028, improving connectivity to Hongqiao Airport [4]. - Various cross-province roads will be constructed to enhance the overall transportation network within the demonstration zone [5]. Group 4: Industrial Innovation - The construction of data center projects such as Alibaba's Yangtze River Delta Intelligent Computing Base and China Mobile's 5G Ecological Valley will be promoted to support industrial innovation [5]. Group 5: Public Services and Livelihood - Key projects in public services include the establishment of medical centers and educational institutions, as well as cultural tourism projects aimed at enhancing community services [5].

Core Viewpoint - The press conference held by the State Council Information Office on January 29 highlighted the arrangements and outlook for the 2026 Spring Festival travel season, emphasizing the introduction of various personalized services to meet diverse passenger needs [2] Group 1: Personalized Services - The high-speed rail pet transportation service pilot covers 110 stations and 170 trains, catering to pet owners [2] - The "door-to-station" and "door-to-door" luggage delivery services pilot covers 111 stations, enhancing convenience for travelers [2] - A pilot program for "ski equipment convenience travel" has been launched on the Beijing-Zhangjiakou high-speed rail and certain trains in Northeast China, addressing the needs of travelers with specific equipment [2] Group 2: Accessibility and User Experience - Specialized icons and entry points for these services are available on the 12306 client app, facilitating quick access for travelers [2]

南都讯记者蒋小天发自北京今年春运全社会跨区域人员流动量预计达95亿人次，创历史新高，为全力保 障春运运力安排，方便旅客购票，国铁集团客运部主任朱文忠1月29日在国新办新闻发布会上透露，今 年国铁集团首次推出互联网误购限时免费退票新举措，为旅客减轻负担。如果旅客在12306客户端购票 时，因时间紧、未看清、误操作等原因造成误购车票，在购票支付成功30分钟以内且在开车前4小时以 上，退票时不收取退票费。朱文忠强调，这一举措将成为今后常态化实施的一项政策。 春运高峰购票需求巨大，今年春运期间，国铁集团还将针对一些热门线路、热门时段、热门车次及时安 排列车增开计划，特别增开夜间高铁，增开的夜间高铁车票预售期统一为开车前5天，请旅客多多关 注。朱文忠也提醒旅客，目前高铁、动车同城、同站换乘十分方便，当直达车票售罄时，可通过中转换 乘方式抵达目的地。 此外，为方便老年旅客购票出行，今年1月20日起，国铁集团首次推出60周岁及以上老年旅客电话订票 服务，不便使用互联网购票的老年旅客，可拨打铁路12306客服电话选票、订票，并且可以选择线上或 线下方式支付票款。 （文章来源：南方都市报） ...