【智識選股】廣深鐵路客運增長勁 業績看俏

年初以來，內地鐵路客流持續增長，首5個月全國鐵路發送旅客17.3億人次，按年增長20.2%，其中，春節及五一長假期的客流量更大幅上漲，多項運輸指標均創歷史最好水平；然而，鐵路貨運形勢依舊低迷，相比2023年同期則錄得低單位數跌幅【圖1】。 [IMG-3797646|3797646_4e3883a9539c2d9d077f4fffd8dac620.png|FULL-IMG] 華南龍頭企業勢受益 國鐵集團積極應對客運上升需求，統籌高速鐵路和普速鐵路資源，不斷優化服務品質，用好新開通高鐵線路運力，通過鐵路12306候補購票、線上選鋪、購票資訊預填、起售訂閱通知等功能，精準把握旅客出行需求，及時在熱門地區、方向和時段加大運力投放。 1月至5月，全國鐵路日均開行旅客列車10463列，按年多1174列，增12.7%；跨境客運組織工作進一步加強，廣深港高鐵發送跨境旅客1077.7萬人次，漲79.3%；中老鐵路累計發送跨境旅客10.7萬人次，呼和浩特至烏蘭巴托國際旅客列車恢復開行。 此外，還兼顧長途和中短途旅客出行需求，優化售票策略，改善旅客購票體驗，並積極推廣計次票、定期票、旅遊套票等新型票制服務，

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