2月23日，江苏南京，抵达火车站的旅客们走向出站口。当日，中国铁路上海局集团有限公司发布的最 新数据显示，自2月2日春运启动以来至2月22日，长三角铁路已累计发送旅客逾5490万人次，日均发送 旅客超260万人次，运输安全平稳有序。中新社记者 泱波 摄 2月23日， 江苏南京，旅客们在火车站出行。中新社记者 泱波 摄 江苏南京，旅客们在火车站出行。中新社记者 泱波 摄 2月23日， 2月23日， 江苏南京，抵达火车站的旅客们走向出站口。中新社记者 泱波 摄 ...

Core Insights - The peak return passenger flow during the Spring Festival is expected, with the Guangzhou Railway Bureau forecasting 2.597 million passengers on February 23, a year-on-year increase of 15.4% [1] - The Guangdong region's major train stations are experiencing high passenger volumes, with arrivals expected to exceed 2.098 million, including 466,000 at Guangzhou South Station and 441,000 at Shenzhen North Station [1] Group 1 - The current passenger flow is concentrated on high-speed rail lines such as Gui-Guang, Nan-Guang, Jing-Guang, Guang-Shen-Hong Kong, Gan-Shen, Xia-Shen, Hu-Kun, and Zhang-Ji-Huai [2] - The Guangzhou Railway Bureau plans to operate 3,979 trains on that day, including 747 additional trains, with 603 of them being high-speed trains to various destinations [2] - Service enhancements include increased staffing at stations, extended operating hours for convenience stores, and the addition of free charging stations and hot water in waiting areas [2] Group 2 - The "quiet carriage" service has been expanded to include more types of trains, allowing more passengers to enjoy a quiet and comfortable travel environment [3]

2月23日，民航客运量预计265万人次。海南三大机场预计运送旅客将突破23.2万人次，国航、东航、南航、海航四家航空公司增加海 南航班，最大限度满足旅客返程需求。 央视网消息（新闻联播）：2月23日，全社会跨区域人员流动量预计超3.6亿人次。其中，全国铁路预计发送旅客1850万人次，是 春节假期铁路出行的最高峰值。面对返程客流高峰，北京、成都、长春等多地火车站增派工作人员，还协调加密公交与出租车班 次，安排专人引导旅客快速换乘。 2月23日，全国高速公路车流量预计超6600万辆次。在江苏、安徽等车流量大的路段，交通部门采取应急车道动态管控措施，有效缓 解节点路段的拥堵状况。7座及7座以下小型客车免费通行高速公路将在24时结束。免收通行费时间以车辆驶离高速公路出口收费车 道的时间为准。 ...

多项数据创纪录 2月23日，"史上最长春节假期"步入尾声，与此同时，2026年春运历经23天日夜奔赴，创下了前20天全社会跨区域人员流动量超50亿人次的历史纪录。在业 内人士看来，2026年春运多项数据创纪录，本质是经济回暖、交通完善、出行需求集中释放的结果。在城镇化深入推进、家庭结构小型化、团圆观念现代化 共同作用下，"反向春运"持续走热。随着交通系统科技化、个性化发展，"流动中国"已从传统春节刚性迁徙，升级为双向、多元、常态化的活力流动，成为 城乡融合、要素互通的重要载体。 交通运输部测算，2026年春节假期，全社会跨区域人员流动量预计超28亿人次。据悉，2025年春节假期（2025年1月28日至2月4日），全社会跨区域人员流 动量超23亿人次。 来自综合运输春运工作专班的数据显示，春节假期期间，2月22日全社会跨区域人员流动量最高，达到3.8亿人次，同比增长12.3%。其中，铁路客运量 1827.7万人次，同比增长11.1%；公路人员流动量（包括高速公路及普通国省道非营业性小客车人员出行量、公路营业性客运量）35776万人次，同比增长 12.3%；民航客运量264.4万人次，同比增长6.8%。 科方得咨 ...

中新网南昌2月23日电 (刘力鑫 孟昭满 陈柯添)中国铁路南昌局集团有限公司(以下简称"南铁")23日消 息，当日是春节假期最后一天，南铁迎来返程客流最高峰，预计发送旅客140万人次，将打破南铁春运 单日旅客发送量历史纪录。 图为江西南昌站，旅客从站台上走过。(资料图)刘力鑫 摄 春节假期将要结束，南铁管内返程务工客流与探亲流、旅游流叠加。为满足旅客高峰出行需求，南铁研 判分析客流趋势，实施"一日一图"，精准投放运力，动态加开、重联运行旅客列车，2月23日计划增开 前往江浙沪、广深等热门地区和赣闽两省内中短途旅客列车396列，其中动车组列车310列，夜间高铁 115列，全力满足旅客出行需求。 2月22日，南铁共计发送旅客138.5万人次，同比增长12.3%，其中江西、福建两省分别发送旅客73万人 次、65.5万人次，同比分别增长11%、13.8%。 为进一步提升旅客春运返程体验，应对多重客流叠加带来的压力，提高旅客出行效率，南昌、福州、厦 门等地车站根据高峰客流情况，动态增开安检查危通道、人工退票改签窗口，有效应对大客流时段旅客 进站需求。 铁路部门温馨提示广大旅客，春节假日返程期间，铁路客流较大，有出行需求 ...

中经记者 孙丽朝 龙岩报道 在福建漳平至龙川的漳龙铁路线上，有一段30公里穿越闽西崇山峻岭的险要区段。这里山高林密、地势 陡峭，中国铁路南昌局集团有限公司龙岩工务段北河路桥检养工区的职工们常年在此巡逻看守，铁路旁 有个名为北河的小村庄，如今，这段铁路和这个村子已相互陪伴了六十多年。 这段深厚情缘的起点，要回溯到上世纪60年代铁路修建之时。老巡守工吴深彪对《中国经营报》记者回 忆："大队长来村里动员，说需要工人，承诺每个月都能领3元补贴。许多人都报名了，但是只挑选身强 体壮的人。我因为个子高、皮肤黑，看着能干活，就被选上了。" 像吴深彪一样，许多村民就这样加入了修路队伍。他们和铁道兵一起开山、架桥、铺轨。而那条为施工 修建的吊桥，最初只是运料通道，铁路建成之后，吊桥没有拆除，成为职工巡山、村民出山的最佳通 道。 铁路通车后，吴深彪等一批参与铁路建设的村民，因为熟悉线路情况，被留下来成为巡守工。刚开始大 家只觉得是份生计，后来才发现，铁路真把山外和村里连起来了，村民出行再也不用翻山越岭，只需走 过吊桥沿着铁路路肩就能直达乡镇。这条路带来的实实在在的便利，让守护这条铁路线逐渐成了村民自 觉的事。 正在搜山扫石 摄影 ...

北京北站 京雄城际 中新网北京2月23日电(记者 贾天勇)2月23日正月初七，记者从中国铁路北京局集团有限公司获悉：23日 中国铁路北京局预计发送旅客133万人次(其中北京地区预计发送50.5万人次、到达93.5万人次)，计划增 开哈尔滨、长春、沈阳、郑州、武汉、长沙、太原、西安等地区方向的旅客列车194列。 返程客流集中。记者 贾天勇 摄 为保障到京客流高峰旅客出站接驳顺畅，铁路部门积极协调北京市相关部门单位。北京地铁2号、4号、 7号等9条地铁线路于22日至24日夜间延长运营至次日凌晨，全面覆盖北京站、北京西站、北京南站、北 京朝阳站、北京丰台站等车站，保障夜间到站旅客顺畅衔接。同时，北京地铁2号线、7号线、9号线、 10号线、16号线于23日、24日提前至5:00开门运营，满足旅客早间出行需求。 为充分满足返程旅客出行需求，北京南站2月23日计划增开从青岛、济南、临沂、菏泽、烟台、聊城、 郑州、濮阳、芜湖、南通等方向到达北京的19列动车组列车。为迎接返程客流，车站升级交通接驳服 务，协调延长地铁运营时间，加开夜班公交、应急摆渡车、滴滴站点巴士北京南站专线等，增强出租 车、网约车运力，方便旅客快速安全有序 ...

Core Insights - The overall inter-regional mobility of people reached 38,035.2 million trips on February 22, 2026, marking a month-on-month increase of 5.8% and a year-on-year increase of 12.3% compared to the same day in 2025 [1] Transportation Modes Summary - Railway passenger volume was 18.27 million trips, with a month-on-month increase of 6.3% and a year-on-year increase of 11.1% compared to 2025 [1] - Road mobility, including both commercial and non-commercial passenger trips, totaled 35,776 million trips, reflecting a month-on-month increase of 5.8% and a year-on-year increase of 12.3% compared to 2025 [1] - Commercial road passenger volume was 33.35 million trips, with a month-on-month increase of 8% and a year-on-year increase of 1.4% [1] - Non-commercial passenger trips on highways and regular national and provincial roads reached 32,441 million trips, with a month-on-month increase of 5.6% and a year-on-year increase of 13.5% [1] - Waterway passenger volume was 1.672 million trips, showing a month-on-month decrease of 8% but a year-on-year increase of 36.1% compared to 2025 [1] - Civil aviation passenger volume reached 2.644 million trips, with a month-on-month increase of 1.4% and a year-on-year increase of 6.8% compared to 2025 [1]

1. Report Industry Investment Rating No relevant content provided. 2. Core View of the Report This year's Spring Festival holiday had unique advantages, including the longest duration in history and a consumption - stimulating activity. It showed excellent performance in multiple dimensions, especially in travel and consumption. The real - estate market showed signs of hitting the bottom, while the film market was dismal. Overseas capital markets had various trends due to factors like Fed's FOMC meeting minutes, geopolitical conflicts, and AI industry development [2][8]. 3. Summary by Related Catalogs Travel - The Spring Festival travel rush saw a continuous increase in long - distance travel. The total cross - regional passenger flow from February 2nd to 21st this year increased by 5.4% compared to the same period in 2025 and 26.3% compared to 2019, reaching a record high. The number of passengers in various transportation modes increased by about 5% - 6%. The self - driving travel enthusiasm was significantly boosted, with the national population migration scale index from the 15th day of the twelfth lunar month to the fifth day of the first lunar month increasing by 22.2% this year compared to 2025 [3][9][12]. - The difference in growth rates between the data from the Ministry of Transport and Baidu Migration was likely due to statistical methods. The non - operational passenger volume on roads accounted for 81.3% of the total cross - regional passenger flow, indicating that self - driving was the main mode of travel during the Spring Festival [16][17]. Consumption - Retail, catering, and service consumption were active. The average daily sales of key retail and catering enterprises in the first four days of the holiday increased by 8.6% compared to the same period in 2025, higher than the growth rates during the May Day and National Day holidays in 2025. The consumption of domestic tourism on key platforms increased by 4.5% in the first three days of the holiday. The rental car order volume on key platforms increased by 26%, and the north - south cross - region orders increased by 196% [4][19][22]. - The "trade - in" policy continued to release consumer demand. By February 19th, the trade - in of consumer goods benefited 28.88 million people, driving sales of 198.02 billion yuan. Smart devices maintained high growth, and Hainan's duty - free sales increased rapidly [22]. Film Market The film market continued its dismal performance since 2025, hitting a new low in the Spring Festival season in the past 7 years. As of the afternoon of the sixth day of the first lunar month, the cumulative box office of this year's Spring Festival season was 4.91 billion yuan, and it was unlikely to exceed 6 billion yuan. The number of screenings reached a new high, but the number of movie - goers hit a new low, mainly due to the lack of high - quality works [25]. Real - Estate Market The real - estate market showed a weak rebound at the bottom, with first - tier cities having a stronger rebound than second - and third - tier cities. From the first to the fifth day of the first lunar month, the average daily sales volume of commercial housing in 30 large and medium - sized cities was 1.04 million square meters, a 24.9% increase compared to the same period last year. The transaction and listing prices of second - hand houses in January also showed signs of stabilization. If the trend in the past 1 - 2 months continues, the real - estate sales may have hit the bottom [5][29]. Overseas Capital Markets - Most overseas bond yields declined. The 10 - year US Treasury yield adjusted upwards due to the hawkish FOMC meeting minutes and tariff policy fluctuations. European bond markets generally strengthened under the expectation of easing. The 10 - year Japanese government bond yield declined by 10.9bp, while the 10 - year Indian government bond yield increased by 4.8bp [6][32]. - The US dollar index strengthened, and the copper - gold ratio fluctuated weakly. Most overseas commodities rose, with oil and coal prices rising by more than 5%. Precious metals and some agricultural products also had varying degrees of increase [35][37]. - European and American stock markets rose collectively, while Asian stock markets were divided. The US stock market rebounded strongly, and European stock markets followed suit. The South Korean stock market hit a record high, while the Hong Kong and Japanese stock markets were weak. The FTSE A50 index rose 0.3% during the holiday [40].

Group 1: Domestic Economic Trends - The extended Spring Festival holiday is expected to boost travel, tourism, and consumption significantly, with a projected increase in passenger volume during the Spring Festival travel rush[2] - In 2026, the Spring Festival is anticipated to set five new records for travel intensity, with a notable increase in self-driving trips and strong demand for tourism[9] - The sales of commercial housing during the Spring Festival are expected to show a positive year-on-year growth of 5.2%[4] Group 2: AI and Technological Advancements - The year 2026 is projected to be a pivotal year for the widespread adoption of AI consumer terminals, marking the beginning of competitive AI applications[2] - The introduction of AI technologies during the Spring Festival gala has enhanced public awareness of embodied intelligence, further supporting the notion of 2026 as a key year for AI application competition[34] Group 3: International Trade and Currency - The repeal of Trump-era tariffs is expected to lead to a moderate appreciation of the RMB, with the current tariff rate on Chinese goods at 28.93%, a decrease of 2.3 percentage points from late 2025[4] - The global trade tensions are easing, which is likely to support a resilient growth rate in China's export sector[4] Group 4: Inflation and Economic Data - Inflation rates in the US and Japan are lower than expected, indicating a downward trend, with the US CPI at 2.4% and Japan's at 1.5%[6] - The US GDP growth for Q4 2025 was below expectations, primarily due to temporary impacts from government shutdowns, reflecting a growth rate of 1.4%[6]