中信建投:暑期出行增勢良好,關注量價平衡及後續假期韌性
中信建投認為,暑期出行整體韌性,從民航及鐵路客運量看,旅客運輸量創歷史新高,全民航累計運輸旅客1.4億人次,日均228.9萬人次,比2019年增長17.7%,比2023年增長12.3%。全國鐵路累計發送旅客8.87億人次,同比增長6.7%。多數優質景區表現亮眼,如黃山風景區8月進山人數創單月新高、新疆等地區旅客增長明顯等。機票酒店等資源有一定降價趨勢,中秋國內民航預計票價下降,關注量價新平衡下後續中秋、國慶假期出行韌性,以及優質景區供給端調整改革逐步見效。
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