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China Galaxy Securities: The first peak of the Spring Festival travel season is shifted forward, and the structured Consumption Upgrade continues.
This year's Spring Festival travel data shows three main characteristics: the total volume has reached a historical high, the peak of the first round of travel has shifted forward compared to previous years, and the trend of structural improvement seen in recent years has continued.
Beijing-shanghai high speed railway (601816.SH): The company did not participate in the construction and operation of the second line of the Beijing-shanghai high speed railway.
Gelonghui reported on December 4th that Beijing-Shanghai high-speed rail (601816.SH) stated on the investor interaction platform that the company is the main body for investment, construction, and operation of the Beijing-Shanghai high-speed railway and surrounding stations, but the company did not participate in the construction and operation of the Beijing-Shanghai secondary line. As one of the main arteries of the national railroad network, the opening of new high-speed rail lines around it will help to leverage the synergies of the Beijing-Shanghai high-speed rail network.
Beijing-Shanghai high speed railway (601816.SH): has repurchased 0.0168% of shares accumulated.
On December 3, Gelunhui announced that as of November 30, 2024, the beijing-shanghai high speed railway (601816.SH) has accumulated repurchased 8,255,200 shares through centralized bidding, accounting for approximately 0.0168% of the total share capital of the company. The highest repurchase price was 5.72 yuan/share, the lowest price was 5.20 yuan/share, and the total amount paid was 44,087,935.39 yuan (excluding transaction costs).
Shanghai Stock Exchange Announcement! sse 50, sse science and technology innovation board 50 index and other indexes will undergo a significant adjustment, effective after the market closes on December 13th.
Chongqing Sokon Industry Group Stock, crrc corporation, Beijing-Shanghai High Speed Railway, CMOC Group Limited, Cambrian Innovation Incorporated added to sse 50
Shanghai Stock Exchange: Adjusting the sample stocks of sse 50, sse 180 index, sse 380 index, sse science and technology innovation board 50 index and other indices.
On November 29, the exchange announced that according to the index rules, after consideration by the Index Expert Committee, Shanghai Stock Exchange and China Securities Index Co., Ltd. decided to adjust the samples of the sse 50, sse 180 index, sse 380 index, sse science and technology innovation board 50 index, which will take effect after the market closes on December 13, 2024.
Sinolink Securities: In 2025, the holidays will increase by 2 days, which is bullish for the travel sector.
For example, during the National Day holiday in 2024, the national civil aviation sector sent nearly 16.1 million passengers, averaging 2.3 million passengers per day. The daily passenger volume increased by 22% compared to the National Day holiday in 2019, and by 11% compared to the Mid-Autumn Festival and National Day holidays in 2023, with the growth rate higher than the annual average level.