Tiger Brokers

【券商聚焦】中金：国庆中秋黄金周消费数据亮眼 体验消费等悦己板块迎催化

金吾财讯
Oct 09

金吾财讯 | 中金研报指，国庆+中秋假期消费数据陆续发布，整体来看，在更长的假期窗口带动下（25年8天多过24年的7天，存在前后“拼假”策略），境内与出入境出行热度均高企，消费数据普遍表现亮眼。据交运部，10月1-8日全社会跨区域人员日均流动量同增6.2%，飞猪数据显示假期出行客单价同比提升14.6%，中金认为主因出入境游持续恢复，同时国内“长途游”“分段游”占比提升。境内方面，商务部重点监测78个商圈前3日客流/营业额同增4.2%/4.0%，境外方面，国家移民局数据显示全国口岸日均出入境旅客数突破200万人，同增15%。中金指出，年轻群体成为出行主力，体验消费愈加受到重视。据飞猪数据，假期95后游客预订人次占比最高，达近1/4，年轻消费群体带动体验项目热销，国内目的地民俗体验、旅拍等，出境目的地跳伞、海钓等订单量分别同增78%、30%。城市探索，夜游等体验式玩法亦在取代传统的景点打卡，“夜游”携程搜索热度环比增幅超200%，南京博物院等场馆夜间热度同比涨超5倍。中金表示，悦己消费长期布局，推荐潮玩赛道及电子烟等板块，如泡泡玛特、布鲁可、思摩尔国际；布局国货崛起演绎趋势，推荐美妆、个护赛道，如毛戈平、巨子生物、上海家化等；关注政策催化的受益板块，如内需政策支撑叠加旺季催化下的零售板块等。

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