零售、餐饮、旅游狂收万亿元，专家建议，给高速公路企业分杯羹

retail/catering/The travel bug receives one trillion yuan,Experts suggest,To the highway enterprise points cup of soup

　　刚刚过去的中秋国庆长假(下称“十一长假”)，对饱受拥堵之苦的游客来说，是“黄金粥”；对收入2000亿的旅游业来说，是“黄金周”；对狂收8000亿元的餐饮和零售业来说，是“狂欢周”；对诸多高速公路上市公司来说，是“免费周”。

Just the past National Day long vacation Mid-Autumn festival(said"Eleven long holiday"),By the suffering of congestion for tourists,is"Gold porridge";On the income 200 billion for tourism,is"Golden week";To crazy charge 800 billion yuan of catering and retail speaking,is"Carnival weeks";For many highway for listed companies,is"Free weeks".

　　在这举国消费的长假结束后，各行各业都在盘点自己的荷包，几家欢乐几家愁？

In the country to consumption after the long holiday,All walks of life are counting his pouch,Several joy several sorrow?

最大的赢家：零售、餐饮业狂收8000亿 Biggest winner:retail/Catering industry crazy receives 800 billion

　　据商务部监测，9月30日—10月7日，全国重点监测零售和餐饮企业销售额8006亿元，比2011年国庆黄金周期间增长15%左右。商务部的评价是“购销两旺、繁荣活跃”。

According to the ministry of commerce monitoring,September 30, -- on October 7,National key monitoring retail and catering enterprise sales of 800.6 billion yuan,During the National Day golden week than in 2011 increased by about 15%.The evaluation of the ministry of commerce is"Brisk buying and selling/Prosperity active".

　　与之相比，2000亿的旅游收入，实在是小菜一碟。

Compared with,200 billion tourism revenue,It is a piece of cake.

　　十一长假期间，各地商贸企业的打折、买赠、返现、降价、抽奖等一系列促销活动，极大地激发了消费者的购物热情。许多地区的重点监测企业，其单日营业额较平日大幅增长。贵州、天津、辽宁、广西、陕西重点监测企业销售额同比分别增长26%、22.9%、19.1%、20%和18.8%。

Eleven long holiday period,All business enterprise of the discount/Buy give/Return now/reduction/Lucky draw and a series of promotional activities,Greatly stimulate the consumer's shopping enthusiasm.Many parts of the key monitoring enterprise,The single day turnover is a sharp increase on weekdays.guizhou/tianjin/liaoning/guangxi/Shaanxi key monitoring enterprise sales year-on-year growth of 26%, respectively/22.9%/19.1%/20% and 18.8%.

　　在限时折扣、限量特价、返利赠积分等传统手段和微博、微信等新促销平台带动下，金银珠宝、服装、数码、家电等热点商品消费全面开花。

In the time limit discount/Limited special/Rebate present integral etc traditional means and micro bo/Micro letter and so on new promotion platform driven by,Gold and silver jewelry/clothing/digital/Home electrical appliances hot commodity consumption overall flowering.

　　其中，在国际金价持续上涨和投资保值等因素影响下，金银珠宝类商品受到消费者热捧。商务部报告显示，石家庄北国商城黄金类销售同比增长2.1倍；江苏南通文峰大世界金银珠宝营业额超1.1亿元。

the,In the international gold prices continue to rise and investment value under the influence of such factors as,Gold and silver jewelry merchandise by consumer hot holds.The ministry of commerce report shows,Shijiazhuang northland mall gold class sales year-on-year growth of 2.1 times;Jiangsu nantong wenfeng world gold and silver jewelry turnover exceeds 110 million yuan.

　　十一长假期间，婚宴、家宴、亲朋宴扮演了假日餐饮市场的重头戏。河北、辽宁、上海、广东、重庆等地的各大中高档酒店婚宴档期排得满满当当，长春1.5万多对新人的婚礼让婚宴消费成为节日餐饮市场的主角。许多餐馆营业额较平时增加两成以上。上海、天津、青岛、辽宁、吉林重点餐饮企业营业收入同比分别增长29.0%、25.4%、22.3%、18.6%、15.5%。

Eleven long holiday period,Wedding banquet/Family dinner/Relatives and banquet catering market played a holiday the grand opera.hebei/liaoning/Shanghai/guangdong/Chongqing major high-grade hotel reception sessions row full to the brim,Changchun more than 15000 couples wedding let wedding festival consumption has become the leading role of catering market.Many restaurants turnover is usually increased by more than twenty percent.Shanghai/tianjin/Qingdao/liaoning/Jilin key catering enterprises operating income year-on-year growth of 29.0%, respectively/25.4%/22.3%/18.6%/15.5%.

旅游吸金王山东总收入300多亿 Tourism suction gold WangShanDong revenue more than $300

　　全国假日办10月8日发布的报告显示，十一长假期间，全国共接待游客4.25亿人次，实现旅游收入2105亿元；同比分别增长40.9%和44.4%。

The national JiaRiBan October 8 report shows,Eleven long holiday period,The total number of tourists received 425 million visitors,Realize tourism income is 210.5 billion yuan;Year-on-year growth of 40.9%, respectively, and 44.4%.

　　按照国家旅游局、国家统计局联合制定的要求，十一长假间，全国31个省份分别对辖区内的接待规模和效益进行了统计调查。

According to the national tourism administration/The national bureau of statistics jointly formulate requirements,Between eleven long holiday,The national 31 provinces to respectively within the jurisdiction of reception scale and benefit of the statistical investigation.

　　统计结果显示，十一长假期间，山东省以旅游总收入335.01亿元列第一，江苏、河南紧随其后，旅游收入均破200亿。北京市以旅游总收入87.95亿元，列重点旅游城市第一。

Statistical results show that,Eleven long holiday period,Shandong province in tourism revenue of RMB 33.501 billion yuan listed first,jiangsu/Henan followed by,Tourism income are broken 20 billion.Beijing tourism revenue of RMB 8.795 billion yuan,Column key tourist cities first.

　　境外游今年也异常火爆。记者从中旅、国旅等几家知名旅行社了解到，十一长假期间，境外游几乎全线爆满，各旅行社的报名量都比往年上升了两三成。

Travel abroad this year also unusually hot.Reporters from the trip/CITS and several well-known travel agency to know,Eleven long holiday period,Overseas travel almost all full,The travel agency application quantity are rise than in former years thirty percent of the two.

　　韩国旅游部门表示，中国十一长假期间，超过10万名中国游客赴韩旅游，消费额估计达12亿元人民币。据媒体报道，韩国首尔江南区的多家整容医院均表示，中国游客已让整容手术预约爆满，暂无法接受韩国民众的预约。

South Korea tourism department said,China's eleven long holiday period,More than 100000 Chinese tourists travel to Korea,Expenditure estimate that up to 1.2 billion yuan RMB.According to media reports,Seoul jiangnan area several cosmetic hospitals are said,Chinese tourists already let cosmetic surgery appointment full,Temporary can't accept people in South Korea have reservation.

　　在中国旅游研究院与携程旅行网联合发布的“2012年黄金周出境游人气排行榜”中，今年十大最受中国游客欢迎的境外目的地中，往年大热的日本跌出榜单。“即使已经报名的市民，也纷纷前来退团，十一赴日旅游几乎无人问津。”一位旅行社负责人说。

In China's tourism research institute and ctrip issued jointly by the state"2012 outbound tourism golden week popularity list"in,This year the 10 most popular by Chinese tourists overseas the destination,Usual big hot Japan fell out of the list."Even if has the citizens of registration,Also have to withdraw from the youth league,Eleven, almost no one to tourism market."A travel agency officials said.

　　记者从全国假日办了解到，连日来，北京故宫等传统热门景点的游客均超过接待量。其中，10月5日南京中山陵游客人数更是达到了最佳接待量的10倍。

Reporters from the national JiaRiBan to know,For the last few days,Beijing the imperial palace and the traditional hot spots of tourists are more than receive.the,On October 5, nanjing sun yat-sen mausoleum visitors but also to receive the best 10 times.

　　在东南大学旅游与景观研究所所长周武忠教授看来，十一长假出现的旅游狂潮是高速公路免费等多种因素叠加的结果。“这几年，高铁、动车、高速公路等大型快速交通四通八达，提高了公众出游的便利。近期，股市、房市等市场比较低迷，投资和理财渠道少，手中有闲钱的人在长假里自然会想到游玩。”

In the southeast university tourism and landscape institute director ZhouWuZhong prof,Eleven long holiday appear tourist panic is highway free many factors such as the result of superposition."Over the past few years,High iron/Moving car/Expressway and other large fast traffic extend in all directions,Improve the public travel convenience.recent,Stock market/The housing market downturn, such as comparison,Investment and financing channel less,Hands have spare cash in holiday naturally think of the play."

　　经国家旅游局、国家统计局汇总，在2105亿元旅游收入中，39个重点旅游城市实现旅游收入786亿元；其他旅游城市和景区实现旅游收入1204亿元。纳入全国假日旅游统计预报体系的119个旅游景区(点)，双节期间共接待3425万人次，门票收入17.7亿元。

By the national tourism administration/The national bureau of statistics summary,In 210.5 billion yuan in tourism revenue,39 key tourist cities to realize tourism income is 78.6 billion yuan;Other tourism cities and scenic spot to realize tourism income is 120.4 billion yuan.Included in the national holiday tourism statistics forecast system of 119 tourist scenic spot(point),Double festival period received a total of 34.25 million people,Tickets income is 1.77 billion yuan.

　　美银美林中国经济学家陆挺等表示，相信中国正深陷危机(股票价格跳水、经济增长下降)的人，将会被如此强劲的旅游业数字所震惊。“黄金周的旅游业数据，比唱空中国经济者所关注的用电量和制造业产出数据可能更为真实。”

Bank of America merrill lynch Chinese economists said LiuTing, etc,Believe that China is in deep crisis(Stock prices diving/Economic slowdown)people,Will be so strong tourism digital shocked."Golden week tourism data,China's economy than sing empty the concern of the electricity consumption and manufacturing output data may be more real."

铁路、民航：暴涨的客流量和股价 railway/Civil aviation:Soaring passenger flow and stock prices

　　“今天人太多了，我们几乎是全员上岗。”

"Too many people today,We almost is the mount guard."

　　“这个站上来多少人？”

"This station come up many people?"

　　“1000人左右，平时只是200多人。”

"About 1000 people,Usually just more than 200 people."

　　9月29日，记者所乘坐的K731次列车停靠北京黄村火车站时，列车乘务员与车站工作人员忙里偷闲，对剧增的客流量作短暂的交流。

On September 29,,Reporters on the K731 time the train on overhead the station in Beijing,Train staff and the station staff to enjoy,To the rapid increase in passenger volume for a short communication.

　　铁道部假日办数据显示，9月27日至10月7日，全国铁路累计发送旅客8033万人次，同比增加948万人次，同比增长13.4%。

The ministry of railways JiaRiBan data display,On September 27, to October 7,,The national railway accumulated send about 80.33 million passengers,Year-on-year increase of 9.48 million people,Year-on-year growth of 13.4%.

　　旅客的增加为铁路运输带来了收益。全国假日旅游部际协调会议办公室公告显示，十一长假期间，铁路客运收入达33.2亿元。

The increase of passengers for the railway transportation has brought benefits.The national holiday tourism BuJi coordination meeting announcement office,Eleven long holiday period,Railway passenger transport income reached 3.32 billion yuan.

　　反映到资本市场上，10月9日，大秦铁路(601006.SH)微涨0.66%，国恒铁路(000594.SZ)涨幅为2.33%，广深铁路(601333.SH)涨幅达2.44%。

Reflected in the capital market,On October 9,,Daqin railway(601006. SH)Up 0.66%,Countries constant railway(000594 SZ)A 2.33% increase,Guangshen railway(601333. SH)Increased by 2.44%.

　　民航方面，据中国民航局初步统计，9月30日至10月7日，共保障国内外航班77800余班。其中，国内航空公司执行航班55000余班，比去年国庆假期增长32%；运送旅客760万人次，比去年国庆假期增长27%。根据上述公告，十一长假期间，民航客运收入81.6亿元。

Civil aviation aspects,According to China's civil aviation administration preliminary statistics,September 30, to October 7,,A total of more than 77800 domestic and international flights security class.the,Domestic airlines flight execution more than 55000 class,National Day holiday than last year increased by 32%;Passengers carrying 7.6 million passengers,National Day holiday than last year increased by 27%.According to the above notice,Eleven long holiday period,Civil aviation passenger transport income is 8.16 billion yuan.

　　国内主要航空类上市公司受此利好，节后一片飘红。10月9日，南方航空(600029.SH)涨幅为2.65%，东方航空(600115.SH)涨幅达3.10%，海南航空(600221.SH)涨幅亦达2.36%。

The main domestic aviation companies by this bullish,After a piece of floating red.On October 9,,China southern airlines(600029. SH)A 2.65% increase,Eastern airlines(600115. SH)Increased by 3.10%,Hainan airlines(600221. SH)Also increase 2.36%.

高速路上市公司或减收10亿左右 Highway listed companies or reduce around 1 billion

　　而对于高速公路上市公司来说，“首战告捷”的背后，他们更关注免费带来的利润影响。

For the highway for the listed company,"Reinterpreted the"Behind the,They pay more attention to free profits influence.

　　十一长假期间，全国免收小客车通行费共计65.4亿元。“免收通行费给公司带来的利润影响，正在紧张统计中，我们也很关注这个数字。”多家高速公路类上市公司人士在接受《中国经济周刊》采访时表示。

Eleven long holiday period,The car will be exempted from toll adds up to 6.54 billion yuan."Toll-free to bring company profit influence,Are nervous in statistics,We are also very concerned about this number."Several highway companies who accept[China economic weekly]Interviews that.

　　“毕竟我们公司是全体股民的。”一家高速公路类上市公司证券事务代表告诉《中国经济周刊》。

"After all, our company is all the people."A highway companies securities affairs representative told[China economic weekly].

　　8月初，国务院关于高速公路重大节假日对小客车免费的政策出台之后，多家上市公司即发布公告，对此政策可能带来的影响作判断和说明。“对于所有高速公路类上市公司都是这样，公路收费是我们的重头收入来源，任何政策对它的影响都会受到投资者关注。”上述证券代表说。

Early August,The state council on highway major holidays on passenger car free after policies,Many listed companies is issued,This policy could bring the influence of judgment and description."For all highway companies are like that,Highway charge is our start source of income,Any policy on its influence will be investors pay close attention to."The above securities representatives say.

　　粤高速A(000429.SZ)在9月19日发布公告称，初步估算，十一长假期间执行免费政策，将会使公司2012年度归属于母公司所有者的净利润减少约1200万元，约占2011年度净利润的5.54%。

Guangdong high speed a(000429 SZ)On September 19, said by way of a public announcement,Preliminary estimate,Eleven long holiday during the free policy execution,Will make the company 2012 annual attributable to the owner of the parent company net profit to reduce about 12 million yuan,Accounts for about 5.54% of the 2011 annual net profit.

　　“这几天免收小客车通行费给公司带来的业绩影响，还在统计之中。因为10月4日交通运输部突然下发通知，对过路免费车辆不发卡，这给统计带来更多的工作量，所以现在还没有完成。”10月9日，粤高速A(000429.SZ)董事会秘书左江接受《中国经济周刊》采访时说。

"This few days will be exempted from car tolls bring to the company performance influence,Also in the statistics of.Because on October 4, traffic department of transportation suddenly issued a notice,Free to passing vehicles don't hairpin,This gives statistics bring more workload,So it's not finished yet."On October 9,,Guangdong high speed a(000429 SZ)The secretary of the board of directors left to accept[China economic weekly]interview.

　　深高速(600548.SH)在8月17日的公告中表示，节假日免收通行费相关政策的实施会导致集团按年度计的路费收入减少约3%~4%。

Deep high speed(600548. SH)On August 17, the announcement said,Holidays toll-free related policy implementation can lead to group according to the meter expenses income decrease about 3% ~ 4%.

　　此外，东莞控股(000828.SZ)在9月20日的公告中称，若以2011年国庆节相关收费数据估算，免费政策将导致该公司所属高速公路收费金额减少约777万元。

In addition,The dongguan holdings(000828 SZ)On September 20th, said in a notice,If in 2011 the National Day related charge data estimation,Free policy will lead to the company subordinate highway charges reduced about 7.77 million yuan.

　　此前，兴业证券发布的研究报告表示，受高速公路免费的影响，上市公司收入会相应降低2%~3%。WIND资讯数据显示，去年19家高速公路类上市公司总营业收入为414.78亿元，据此匡算，免费政策将会使19家上市公司收入降低8.3亿元至12.44亿元。

after,Industrial securities issued research report said,Free from the influence of the highway,The listed company income will be reduced by 2% ~ 3%.WIND information data display,Last year 19 highway class listed company's total revenue for 41.478 billion yuan,According to rough estimate,Free policy will make the listed companies to reduce income 830 million yuan to 1.244 billion yuan.

　　“这几天其他车辆的收费收入能不能覆盖运营成本，公司是否在亏损，还需要进一步的统计。但我想光靠其他车辆的收费覆盖运营成本会很难，这几天为了应对免费，我们的投入很大。”上述受访的一家高速类上市公司对《中国经济周刊》表示。

"This few days other vehicle fee income can not cover the cost of operation,The company is in the loss,Still need further statistics.But I think the light by other vehicle fee covers operating costs may be very difficult to,This few days in order to deal with free,Our investment is very big."The above the surveyed a high-speed kind of listed companies[China economic weekly]said.

　　全国政协委员、清华大学假日改革课题组负责人蔡继明认为，国家通过高速公路免费刺激了消费，国家层面利益得到了保障。“2000多亿的旅游收入跑到哪儿去了？国家相关部门是不是应该给他们(指高速公路公司)分一杯羹啊。比如通过税收返还或其他转移，对民间投资建的公路给予一定补偿。”蔡继明说。

The national political consultative conference (CPPCC)/Tsinghua university holiday reform in his CaiJiMing think,The state highway free stimulated consumption,The national level interest has been protected."More than $2000 tourism income ran to where go to?The relevant state departments is should give them(Refers to the highway company)Points a cup of soup!.Such as through the tax return or other transfer,On private investment to build roads to give certain compensation."CaiJiMing said.

　　蔡继明向《中国经济周刊》表示，这次出台的政策尽管还不是很完善，但是改革方向值得肯定，接下来需要完善配套措施。

CaiJiMing to[China economic weekly]said,This policy will still is not very perfect,But the reform direction of worthy of affirmation,Next, it is necessary to perfect supporting measures.