可选消费行业:国庆出行活跃 远途游及情绪消费亮眼

华泰证券
Oct 09

国庆中秋假期消费稳健增长,双节重叠带动文旅消费及出行数据向好据商务部数据,国庆中秋假期前4 天(10.1-10.4)全国重点零售和餐饮企业销售额同增3.3%,保持稳健增长。双节重叠+拼假潮催化出行意愿,交运部数据显示25 年国庆中秋假期(10.1-10.8)日均跨区域人员达3.04 亿人次/同比+6.2%/环比五一+3.7%,高基数下仍有增长。小城文旅、文化体验等多元化娱乐愈发出圈。商品消费领域,...

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