Logo 02 Jan 2024

A lukewarm start to 2024

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Consumer sentiment remains lukewarm.
During the New Year’s holiday period, from Dec 30 to Jan 1:

Around 135 million people traveled domestically, up 155.3% y/y.
Domestic tourism revenue hit RMB 79.73 billion, jumping 200.7% y/y.

Hold the applause: These massive growth rates are due to base effects...