Big Business Opportunities In Golden Week

Because of this year's

Holiday consumption has always been a key point of China's social consumption.

Many investors are in the coming festival.

Traditionally, there are two high consumption seasons in China: one is during the Spring Festival at the beginning of the new year, and another is during the Mid Autumn Festival to the national day.

Statistics show that residents' consumption in these two periods can usually account for 1/4 of the whole year's consumption.

Therefore, grasping the peak season consumption has always been the focus of businesses.

Naturally, the relevant hot spots will also be formed on the stock market.

This year, because of the need for defensive investment and the existence of inflation expectations, the concept of big consumption has been relatively popular in the stock market, and the valuation of related stocks is relatively high.

Therefore, when the Mid Autumn Festival and the National Day holiday are drawing near, some people worry whether these stocks have entered the late stage of speculation, and the upward space is not large enough. The concept of big consumption is hard to rise again.

It should be said that such worries are not without reason.

But with the analysis of various factors, the concept of big consumption will emerge again at the advent of the festival, and it will continue to maintain a strong trend.

In other words, at least recently, this concept is still a hot spot in the market.

Next, we will do some specific analysis from several angles.

The most promising sector: air travel

If we want to find out the characteristics of the Spring Festival and the Mid Autumn Festival and the two peak seasons of the national day, then perhaps we can say that in view of the main activities of the Spring Festival people visiting relatives and friends, there will be more consumption for restaurants and daily department stores.

In particular, this year's Mid Autumn Festival and National Day holidays have a large span of time, which has gone beyond the usual concept of "Golden Week" and is more suitable for long-distance travel.

In this way, it naturally provides new features for the current concept of big consumption.

In a certain sense, it may be said that in the current big consumption concept stock, the most potential is aviation and tourism.

The most important reason why we are optimistic about aviation is that during the Mid Autumn Festival and the national day, there will be a large increase in the volume of air traffic. Now there is a difficult situation for the popular routes and tickets in the holiday season, and most airline tickets will no longer be discounted.

Correspondingly, crude oil prices in the international market have remained stable for quite some time, and have fallen from time to time.

In this way, for airlines, it constitutes a lot of benefits.

After the air crash in Yichun, the Civil Aviation Administration strengthened the management of safe flight, which is an indirect advantage for large airlines with relatively good security management and strong capabilities.

Since the beginning of this year, the prosperity of the domestic air pport industry has been increasing, and the profits of airlines have increased substantially.

The arrival of the Mid Autumn Festival and National Day holidays is a strong addition to the development of their business.

Therefore, if the concept of big consumption can really be shown, aviation stocks should bear the brunt and the potential is the biggest.

Several large airlines are more worthy of investors' attention.

Of course, compared with air travel, a large number of passengers will choose trains and coaches, or even drive by themselves.

However, because there are not many investment targets in this area, the capital market is hard to enjoy directly because of the prosperity of related businesses.

The emergence of peak passenger traffic will bring bus traffic to the expressway.

However, there will be a decrease in the volume of freight cars.

In the meantime, I am afraid that the highway industry is unlikely to have a rapid increase in business.

Therefore, there is no key recommendation here.

No matter what form of large passenger flow, it will eventually be implemented to a specific tourist destination.

Therefore, during the long vacation, tourism and related hotels and catering industry will be very popular.

In particular, the period of Shanghai World Expo is not much, and the weather conditions are more suitable for the garden, so Shanghai and East China are bound to become the hot spots during the mid autumn and National Day holiday of this year.

Hundreds of thousands of people visit World Expo every day, resulting in a huge demand for every element of the tourism industry. Obviously, there are unlimited business opportunities here.

Therefore, tourism and related enterprises in Shanghai and East China should play a very important role in the concept of big consumption and become a hot spot.