Hi everyone. I’m Stephanie LI.
大家好，我是主持人李莹亮。
Coming up on today’s program.
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重点提要
Consumption fired on all cylinders during the May Day holidays from tourism, box office to catering;
BYD remains top seller of NEVs in April.
Here’s what you need to know about China in the past 24 hours中国经济要闻
The number of people traveling across China by air, rail, road and/or waterways over the five-day Labor Day holiday that ended yesterday surged more than two-and-a-half times from the same period last year, as travel becomes a favorite activity once more following the lifting of the country’s zero-Covid policy, according to the latest data.
Over 270 million people headed out over the break, which lasted from April 29 to May 3, equivalent to an average of 54 million travelers a day, according to the Ministry of Transport.
Domestic tourism revenues jumped to 101 percent of pre-pandemic levels, reaching 148 billion yuan during the “golden week” holiday.
People traveling by air over the long weekend soared six-times from a year earlier to 9.4 million passengers per day on average, while those who took the train surged over five-and-a-half-fold to 90.8 million people a day. People who travelled by boat jumped 114.2 percent to 6.8 million and those who drove themselves doubled to 163 million.
Many domestic hotspot tourist sites have been operating at maximum capacity, such as the Great Wall in Beijing, the Xi"an City Wall in Xi"an, and the West Lake in Hangzhou, according to travel platform data.Accommodation bookings in popular tourist cities surpassed the pre-virus level by 1.9 times, travel portal Qunar data showed.
Outbound air bookings during the five-day holiday also recovered to 45 percentof the levels during the same holidays in pre-pandemic 2019, according to data from Qunar on Wednesday. Bangkok in Thailand, Kuala Lumpur in Malaysia, Singapore, and China"s Hong Kong and Macao SARs were among the hot destinations, the data showed.
While the bustling tourism sector has fueled a considerable surge in demand growth, people who chose to stay at home have opted to dine out, watch movies and enjoy entertainment activities, which all fan the flames of full-fledged consumption acceleration.
According to data released by the Ministry of Commerce, sales of major retail and catering enterprises jumped 18.9 percent from a year earlier during the holiday. And key food chains saw revenues uptick by 57.9 percent year-on-year.
Data from food delivery platform Meituan showed that in the first three days of the May Day holidays, the online daily consumption volume mushroomed 133 percent compared with 2019.
Moreover, the long break also witnessed a surge in the number of moviegoers. China"s box office amassed around 1.52 billion yuan over the five-day period, recording the third highest-grossing May Day holiday, according to film data platform Maoyan.
火爆的“五一”黄金周于5月3日落下帷幕，在出游人次和旅游收入上均已全面超过2019年同期。
今年全国假日市场总体安全平稳有序，文旅产品供给丰富，文化和旅游行业复苏势头强劲。5月3日晚，经文化和旅游部数据中心测算，2023年“五一”假期内，全国国内旅游出游合计2.74亿人次，同比增长70.83%，按可比口径恢复至2019年同期的119.09%；实现国内旅游收入1480.56亿元，同比增长128.90%，按可比口径恢复至2019年同期的100.66%。
5月3日，去哪儿、途牛、马蜂窝、同程旅行、携程、飞猪等OTA公司发布的2023年五一假期旅游总结报告显示，国内景区门票量同比增长9倍、跟团游大增11倍、跨省酒店预订占比超七成等，诸多数据显示“五一”假期国内游火爆。
民航市场也呈现强劲复苏态势，量价齐升。据携程旗下FlightAi市场洞察平台数据显示，今年“五一”期间，国内航班架次超过8万，日均水平较2019年同期增长15%左右。今年五一机票搜索热度较2019年大涨162%，假期国内单程含税机票均价为1211元，较2019年增长39%。
铁路方面，今年五一的火车票可谓“一票难求”。据国铁集团公布的数据，4月29日至5月3日，全国铁路预计发送旅客9088.1万人次，日均发送1817.6万人次，比2022年同期增长464.4%。假期第一天，铁路迎来五一假期出行最高峰，全国铁路共发送旅客1966.1万人次，开行旅客列车12064列，单日旅客发送人数、旅客列车开行列数均创历史新高。
在抢票难、票价高的背景下，加之假期高速公路小型客车免费通行的政策，不少游客转而选择自驾出行，据统计，五一假期期间，预计全国高速公路流量累计31045.94万辆，日均6209.19万辆，同比2022年同期增长101.83%。
另一方面，今年五一是出境团队游试点恢复后的首个长假。随着今年以来入出境政策陆续放宽，五一假期成为近三年来出境游规模最大的小长假。在同程旅游平台上，“五一”期间国际酒店预订量已经超过2019年同期，国际机票预订量也恢复至2019年同期水平。去哪儿数据显示，五一期间出境游机票预订量已恢复至疫情前同期（2019年5月1日-5月4日）的45%。而携程平台的数据显示，从整体订单量来看，五一内地出境游整体订单量较去年同期增长近700%，出境机票、酒店订单量分别较2022年同期增长近900%、近450%。
距离较近的亚洲国家和地区是内地出境旅客的首选，携程机票平台近70%的出境意向集中在东南亚地区。据各平台统计，中国香港、中国澳门以及泰国、新加坡、马来西亚、日本、韩国等目的地最受游客青睐。其中多地的机票、酒店订单均超过2019年五一假期水平。
而电影“五一档”则呈现弱复苏局面。截至5月4日凌晨，猫眼专业版数据显示，今年电影“五一档”票房15.18亿元，不敌2021年的16.73亿元与2019年的15.27亿元。居历史前三。
Moving on to regional highlights区域观察
The Fuxing bullet train is expected to run on the Qinghai-Tibet Railway, China Railway Qinghai-Tibet Group Co said on Tuesday. The development will follow the upgrading of the railway, as the section from Xining to Golmud in Northwest China"s Shaanxi Province will be finished within this year.The running time for this section, which is 829 kilometers long, will be cut by two hours to 4.8 hours.
“复兴号”将驶上青藏铁路：5月3日，中国铁路青藏集团有限公司消息，青藏铁路提质升级已进入攻坚阶段，西宁至格尔木段预计在今年全部完成升级，该段829.251千米线路的运行时间，将缩短至5.2小时以内，最短为4.8小时，较现状最快列车的6.8小时缩短了近2小时。提质工程结束后，“复兴号”将开上青藏铁路，届时其运输能力和服务质量都将得到大幅跃升。
Guizhou Province completed more than 8.07 billion yuan of investment in big data during the first quarter this year, said local authorities on Wednesday. Among the total investment, approximately 1.5 billion yuan was for channelling more computing resources from China"s eastern regions to its less developed yet resource-rich western regions, said the provincial big data development administration bureau. As of the end of March, 10 large and eight ultra-large data centers had settled in Guizhou. Notably, the total server carrying capacity in the 18 data centers had exceeded 2.25 million units.
贵州一季度大数据领域完成投资超80亿元：2023年一季度，贵州省大数据领域完成投资80.78亿元，其中“东数西算”项目投资14.99亿元。贵州省大数据发展管理局表示，正在建设数字经济发展创新区的贵州以“东数西算”为牵引，加快建设数据中心、算力网、5G等新一代数字基础设施，各项指标稳中有进。截至3月底，贵州已累计落地大型、超大型数据中心18个，其中超大型数据中心8个，服务器承载能力超过225万台，机架上架率60.53%。
Greater Bay Area, Greater future新使命，大未来
A long-awaited scheme for Hong Kong’s private vehicles to travel across the border to the mainland via a mega bridgewill open for applicationson June 1. Known as “Northbound Travel for Hong Kong Vehicles”, the scheme will allow residents to drive into Guangdong, while also boosting traffic on the underused Hong Kong-Zhuhai-Macau Bridge. Hong Kong and Guangdong provincial authorities agreed to accept a maximum of 200 applications per working day in the first week of operations and will be increased to 300 from the second week. Motorists with Hong Kong identity cards, home return permits, and mainland driving licenses will be allowed to cross the border using the mega bridge and stay up to 30 consecutive days each time, subject to an annual maximum of 180 days.
“港车北上"6月起接受申请：香港特区政府1日公布“港车北上”实施安排：从2023年6月1日上午9时开始接受合资格的香港私家车申请“港车北上”计划，并于7月1日零时起让已获批的香港私家车经港珠澳大桥口岸往来香港与广东省。特区政府发言人说，为确保“港车北上”计划有序落实，广东省政府和香港特区政府同意在计划推出初期就接受申请数目设置上限，并将以电脑抽签方式分配。开放申请后首星期每个工作日接受200个申请，由第二个星期起每个工作日接受300个申请，之后会检视申请情况，逐步提升接受申请数目。广东省政府也于当日公布“港车北上”管理办法。根据管理办法，香港车主只要年满18周岁、持有港澳居民来往内地通行证，本人名下登记持有1辆香港机动车（车长小于6米且含驾驶人座位数不超过8座的非营运小型载客汽车），就可以申请临时入境机动车牌证。香港机动车在临时入境机动车牌证有效期内，可以多次入出内地，每次进入内地后在内地连续停留不得超过30天，每年累计不得超过180天。
Hong Kong"s GDP grew 2.7 percent year-on-year in the first quarter of 2023, ending four consecutive quarters of contractions, led by a strong recovery of inbound tourism and growing local market demand, according to the SAR government on Tuesday. Chief Executive John Lee believed the city"s economy in the second quarter will be even better than the first quarter as faster economic growth in the mainland and the acceleration of the local aviation capacity would provide further support. Meanwhile, over 1.71 million travelers poured into Hong Kong during the Labour Day holiday, with some 625,000 - or around 37 percent of them from the mainland, Immigration Department figures showed.
香港一季度GDP增长转负为正：近日，香港政府统计处公布，今年第一季香港生产总值较上年同期实质上升2.7%，扭转了四个季度连续下跌的趋势，主要由于内需驱动和旅游助力经济恢复。香港特区行政长官李家超2日表示，随着内地经济持续较快增长，香港航空运力加速恢复，相信第二季度经济会比第一季度好，今年经济会较去年好。此外，据香港入境处数据显示，今年五一假期合共有171万人次入境香港，当中内地访客有62.5万人次，占整体37%，数字相当于疫情前63%。
Next on industry and company news产业及公司新闻
Chinese new energy vehicle giant BYD was once again the top seller of NEVs among Chinese manufacturers, soaring 94 percent year on year to 210,300 units in April. GAC Aion, the electric car marque of major Chinese automaker GAC Group, ranked second with over 41,000 units sold, up 302 percent. Li Auto saw an over six-fold leap in sales last month, surpassing peers Nio and Xpeng. Li Auto sold 25,681 NEVs in April, setting a new monthly record and ranking first among Chinese NEV startups. Neta Auto, the EV brand under Hozon Auto, logged a 26 percent jump in sales to 11,080 units in April from a year earlier. Meanwhile, Leapmotor Technology saw its sales slide 4 percent to 8,726 units. Geely Holding Group’s electric vehicle brand Zeekr sold 8,101 NEVs, a gain of 279 percent. Xpeng and Nio, who used to be the top startups, sold 7,079 and 6,658 units, respectively. The first reported a 21 percent drop, and the latter a 36 percent increase in sales in the period.
4月新能源车销量榜出炉：近日，新能源车企相继公布2023年4月的新车销量情况。比亚迪表现依旧遥遥领先，销量达21.03万辆，同比增长近一倍。理想汽车4月继续领先新势力品牌，2023年4月共交付新车25,681辆，再次创下理想汽车单月交付的新纪录并连续两个月交付超2万辆，同比增长516.3%。4月销量过万的还有哪吒，全系交付11,080台新车，同比增长26%。蔚来销量为今年以来最低，交付量为6658辆，同比增长31.2%，环比下降35.8%；小鹏共交付7079辆，同比下降21了%。零跑汽车4月累计交付新车8726台，环比提升41%。传统车企的新能源品牌中，埃安表现良好，4月交付41012辆，同比增302%。同比实现大幅增长的还有极氪，4月交付新车8101辆，同比增长279%，环比增长21.6%，连续3个月保持增长。
Saudi Arabian oil giant Aramco is reportedly in talks with refining giant Sinopec Corp and French oil major TotalEnergies for a gas deal of about $10 billion. Sinopec and TotalEnergies are in separate discussions to invest in the Jafurah development in Saudi Arabia, the media report said, adding that the plans may include the construction of facilities to export the fuel as liquefied natural gas. Aramco, Sinopec and TotalEnergies did not immediately respond to media requests for comment.
全球三大能源巨头据称磋商百亿美元天然气项目：据媒体5月2日报道，沙特阿拉伯国家石油公司、中石化和道达尔能源公司正在就投资沙特阿拉伯的Jafurah开发项目进行谈判。谈判内容包括建设用于出口液化天然气（LNG）的设施等。报道称，沙特阿美正寻求为该项目筹集总计约100亿美元资金。谈判仍在进行中，尚未做出最终决定。
Huayou Cobalt, a leading Chinese cobalt supplier, intends to build another joint venture factory for ternary cathode materials with local partners in South Korea. Huayou has penned a memorandum of understanding with POSCO Future M, a South Korean manufacturer of cathode and anode materials, and the local government for the two firms to invest in a JV in Pohang, the company said in a statement yesterday.
华友钴业拟在韩国建锂电材料项目：5月3日，华友钴业公告，公司与POSCO FUTURE M、庆尚北道及浦项市地方政府签订了《投资谅解备忘录》，拟在韩国浦项蓝谷国家产业园区内投资设立电池材料硫酸镍精炼及前驱体生产工厂。
Wrapping up with a quick look at the stock market股市收盘情况
Chinese stocks trimmed an early loss as traders weighed upbeat holiday travel data against a contraction in factory output. The benchmark Shanghai Composite rose 0.8 percent on Thursday, while the Shenzhen Component fell 0.6 percent. Hong Kong stocks also finished with solid gains, with Hang Seng index up 1.3 percent and the TECH index gained 0.6 percent.
A股分化港股收涨：周四A股三大指数全天走势分化，沪指低开高走、录得4连阳，创业板指则跌超1%。截至收盘，上证指数涨0.82%，深证成指跌0.57%，创业板指跌1.16%。两市全天成交额继续破万亿。港股早盘快速拉升后维持震荡，截至收盘，恒生指数涨1.27％，恒生科技指数涨0.55％。
Biz Word of the Day
财经词汇划重点
Ternary cathode materialLiNixCoyMn1-x-yO2(NCM)has been widely studied as a kind of cathode material with high voltage, high theoretical capacity, good cycling performance and high thermal stability, which is one of the most popular cathode materials for lithium ion battery.
三元正极材料一般指NCM（镍钴锰三种金属元素），按不同比例配置三种元素，可以获得不同的电池性能。三元正极材料作为一种具有高电压、高理论容量、良好循环性能和高热稳定性的正极材料，是目前最受欢迎的锂离子电池正极材料之一。
Executive Editor: Sonia YU
Editor: LI Yanxia
Host: Stephanie LI
Writer: Stephanie LI
Sound Editor: Stephanie LI
Graphic Designer: ZHENG Wenjing, LIAO Yuanni
Produced by 21st Century Business Herald Dept. of Overseas News.
Presented by SFC
编委: 于晓娜
策划、编辑：李艳霞
播音：李莹亮
撰稿：李莹亮
音频制作：李莹亮
设计：郑文静、廖苑妮
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