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春节文旅消费创新高,复星主业基本盘稳固马年展现强劲增长势头
2026年开年以来,随着创新成果的商业化落地及全球化运营的深入,复星国际核心主业延续了此前 强劲的增长势头,在文旅、消费、创新药等赛道迎来新突破。 文旅消费作为复星的核心主业之一,马年春节期间多条产品线展现了出强劲的增长势头。其中,上 海豫园商城新春假期累计接待客流近120万人次,同比提升超20%;Club Med国内五家精致"一价全 包"度假村春节核心假期六日平均入住率达90%;三亚·亚特兰蒂斯春节假期九日总营业额突破1.24亿 元,同比增长20%,创下历史最佳春节表现。 与此同时,春节期间,复星的创新药赛道也好消息不断。旗下的生物医药研发平台复宏汉霖宣布其 研发的HLX15-SC(重组抗CD38全人单克隆抗体注射液-皮下注射)1期临床试验申请分别获中国国家药 监局批准和美国食品药品管理局(FDA)批准。据了解,HLX15是达雷妥尤单抗生物类似药,目标市 场潜力较大,2024年全球销售额约128.8亿美元。而在2月22日,中国首个自主研发的利妥昔单抗生物类 似药——汉利康迎来上市七周年,该药曾一举填补了国产CD20单抗的空白,作为复星医药"十年磨一 剑"的成果,其标志着中国生物药研发迈出了从跟随到并跑的关键 ...
财务稳健增强创新及全球化引擎动力,复星马年展现强劲增长势头
Jin Rong Jie· 2026-02-24 09:47
文旅消费作为复星的核心主业之一,马年春节期间多条产品线展现了出强劲的增长势头。其中,上海豫 园商城新春假期累计接待客流近120万人次,同比提升超20%;Club Med国内五家精致"一价全包"度假 村春节核心假期六日平均入住率达90%;三亚·亚特兰蒂斯春节假期九日总营业额突破1.24亿元,同比增 长20%,创下历史最佳春节表现。 与此同时,春节期间,复星的创新药赛道也好消息不断。旗下的生物医药研发平台复宏汉霖宣布其研发 的HLX15-SC(重组抗CD38全人单克隆抗体注射液-皮下注射)1期临床试验申请分别获中国国家药监局 批准和美国食品药品管理局(FDA)批准。据了解,HLX15是达雷妥尤单抗生物类似药,目标市场潜 力较大,2024年全球销售额约128.8亿美元。而在2月22日,中国首个自主研发的利妥昔单抗生物类似药 ——汉利康迎来上市七周年,该药曾一举填补了国产CD20单抗的空白,作为复星医药"十年磨一剑"的 成果,其标志着中国生物药研发迈出了从跟随到并跑的关键一步。 创新药等进入密集收获期,创新引擎动力强劲 2025年,复星的创新研发以肉眼可见的速度推进,尤其以创新药为代表,已取得了全球范围内的商业落 地 ...
再创新高!复星体验式文旅马年开门红
三亚·亚特兰蒂斯在海南自贸港封关后的首个新春旅游旺季交出亮眼答卷:九日总营业额突破1.24亿元, 同比增长20%;平均入住率达98%,平均每日房价同比上涨17%,创下历史最佳春节表现。节日期间, 沉浸式魔术餐秀、水舞表演、C秀亚特兰蒂斯重现,水世界台风漂流河,珍稀海洋生物亮相,海豚见面 会及春晚同款机器人表演等系列活动轮番上演,融合中国年味与国际演艺资源、艺术表达与前沿科技体 验,成为自贸港开放活力与国际化服务能力的生动缩影。 位于长三角的太仓阿尔卑斯国际度假区,则以冰雪消费热潮为引擎,推出除夕团圆宴、冰雪燃灯节、烟 花盛典、雪地趣味运动会等系列主题活动,带动多项运营指标刷新纪录。阿尔卑斯雪世界客流与营业额 同比增长30%,单日客流与营业额连续突破历史峰值,滑雪学校教学收入连续两日创新高,凸显全民上 冰雪热情。Club Med白日方舟·太仓度假村平均入住率近90%,并实现连续五日满房,进一步释放"冰雪 +度假"消费潜力。 在彩云之南,丽江地中海国际度假区深耕在地文化内容,春节期间举办第三届阿美泽非遗文化节,以纳 西星年为主题,连续8天呈现民族歌舞、非遗演艺与千人长街宴等沉浸式活动,入园人数破万,创历史 新高, ...
再创新高:复星体验式文旅马年开门红
Huan Qiu Wang· 2026-02-24 06:50
来源:美通社 上海2026年2月24日 /美通社/ -- 骏马奋蹄,春启新程。2026年马年春节假期(2月15日至23日),复星旅 文旗下多元度假产品全线发力,从近郊到远途、从雪山到海岛、从国内到海外,全球宾客同欢聚,客流 与房价齐升,喜迎新春开门红。 超级度假村:入出境双向升温,远近途协同发力 Club Med地中海俱乐部国内度假村以"等你回「村」,自在过年"为主题,推出迎财神、舞狮表演、写春 联、年夜饭、"村晚"、新春游园会等地道"年味儿"体验,为宾客营造温馨难忘的家庭时光。国内五家精 致"一价全包"度假村春节核心假期六日平均入住率达90%,平均每日房价同比持续上涨。其中,长白 山、北大湖度假村在假期后五日平均入住率升至95%以上。 在彩云之南,丽江地中海国际度假区深耕在地文化内容,春节期间举办第三届阿美泽非遗文化节,以纳 西星年为主题,连续8天呈现民族歌舞、非遗演艺与千人长街宴等沉浸式活动,入园人数破万,创历史 新高,推动目的地从"观光型停留"向"体验型度假"升级。度假区总营业额稳步增长,Club Med丽江度假 村与丽江地中海棠岸酒店九日平均入住率分别达到85%与88%,均实现三日满房,平均每日房价保 ...
再创新高!复星旅文“体验式文旅”马年开门红
Zheng Quan Ri Bao Wang· 2026-02-24 05:49
本报讯(记者陈潇) 2026年马年春节假期期间(2月15日至23日),复星旅游文化集团(以下简称"复星旅文")旗下多元度假产品 全线发力,从近郊到远途、从雪山到海岛、从国内到海外,全球宾客同欢聚,客流与房价齐升,喜迎新 春开门红。 入出境双向升温 远近途协同发力 ClubMed地中海俱乐部国内度假村以"等你回"村",自在过年"为主题,推出迎财神、舞狮表演、写春 联、年夜饭、"村晚"、新春游园会等地道"年味儿"体验,为宾客营造温馨难忘的家庭时光。国内五家精 致"一价全包"度假村春节核心假期六日平均入住率达90%,平均每日房价持续上涨。其中,长白山 (603099)、北大湖度假村伴随着米兰冬奥会的热度飙升,在假期后五日平均入住率升至95%以上。 客源结构方面,受益于海外华人归国团聚需求,五家度假村入境游总营业额同比增长250%;超长假期 亦带动出国过年潮,国内客户前往欧洲度假村的出境游营业额同比增长160%,入出境游双向增长,进 一步强化品牌全球化运营韧性。 在城市及近郊度假领域,ClubMed地中海.邻境与白日方舟六家度假村春节九日营业额创近三年新高, 平均入住率较去年同期提升5个百分点,连续四日平均入住率达8 ...
核心赛道表现亮眼,复星为主业发展注入底气
Zhong Jin Zai Xian· 2026-02-10 07:50
医药赛道方面,2025年多项关键性的创新药BD为未来复星创新药的可持续性增长,打下了坚实的基 础。其中,复星医药控股子公司药友制药与辉瑞签订全球独家许可协议,授予辉瑞口服小分子GLP-1药 物YP05002全球范围内独家开发、生产及商业化权利,协议包含首付款、里程碑付款及销售分层特许权 使用费,潜在总金额超20亿美元;复星医药控股子公司复星医药产业与生物技术公司Clavis Bio达成战 略合作,双方将基于由Clavis Bio提名的前沿靶点共同开发创新疗法,根据协议,复星医药将可获得至 多72.5亿美元付款。 2026年开年以来,复星在旅文、医药、保险等核心赛道表现亮眼。公开信息显示,复星旗下ClubMed国 内5家精致"一价全包"度假村入境营业额较去年同期实现翻三倍增长,旗下生物医药研发平台复宏汉霖 宣布与卫材株式会社就抗PD-1单抗汉斯状在日本达成独家商业化及共同独家开发与生产许可协议,潜 在总金额超3亿美元。 新春旅游需求的承接及创新药的持续商业化落地等,延续了复星2025年核心赛道稳中有升的发展态势。 纵观复星过去一年的发展和今年的开年势头,"瘦身健体"的战略推进依旧坚定:退出一些非核心项目的 同时 ...
比亚迪与复星战略合作后,首个项目落地车主权益!
Xin Lang Cai Jing· 2026-01-21 10:13
Core Viewpoint - BYD and Fosun have signed a strategic cooperation agreement, marking the launch of their first collaborative project aimed at enhancing travel and vacation experiences for users [1][4]. Group 1: Strategic Cooperation - The partnership between BYD and Fosun was established just one month ago, and it has already resulted in the implementation of a project that upgrades travel and vacation experiences [1][4]. - This collaboration is a significant step towards integrating travel and vacation services, providing added value beyond mere transportation for BYD car owners [6]. Group 2: Membership Benefits - The cooperation includes a membership rights exchange, with Fosun's various business segments boasting over 20 million members globally [3][6]. - The Foryou Club, a premium membership brand under Fosun, offers one-stop services such as vacation booking, consultation, and points redemption [3][6]. - BYD car owners can now access high-level membership benefits through the BYD App, unlocking exclusive privileges at various high-end vacation destinations across the country [3][6]. Group 3: Future Outlook - The collaboration aims to create a lifestyle that integrates "green and sustainable travel with high-quality vacation experiences," with plans for ongoing deepening of the partnership between BYD and Fosun [6].
复星旅文披露2025年核心成果:三亚·亚特兰蒂斯累计接待游客超3800万人次
Cai Jing Wang· 2026-01-04 04:04
Group 1 - The core focus of the company in 2025 includes innovation in cultural tourism, project expansion, and ecological integration, with steady growth in visitor numbers and revenue from core projects, alongside multiple strategic partnerships and product launches [1] - The establishment of the AI Lab in February 2025 aims to enhance technology development and customer experience, upgrading the AI G.O and AI CELLS systems to drive the AI engine [1] - The launch of the world's first all-scenario AI vacation assistant, AIG.O, in September 2025, is based on Alibaba's Tongyi Qianwen model, providing comprehensive services throughout the travel experience [1] Group 2 - The Sanya Atlantis resort celebrated its seventh anniversary in April 2025, having received over 38 million visitors and generated over 10 billion yuan in revenue since its opening in 2018, while also creating over 3,000 jobs annually [2] - The Club Med brand, celebrating its 75th anniversary in 2025, operates over 60 resorts globally, welcoming over 1.5 million guests annually, with revenue growth from 1.5 billion euros in 2015 to 2.1 billion euros in 2024, and a fivefold increase in operating profit [2] - The Taicang Alps International Resort has welcomed over 2 million visitors and generated over 500 million yuan in revenue since its opening, with a second phase project commencing in June 2025, involving an investment of approximately 5 billion yuan [2] Group 3 - In November 2025, the company launched three core product lines and a new super cultural tourism mall brand, HiSphere, with the first project planned in Chongqing covering 500,000 square meters [3] - A long-term global strategic partnership with BYD was established in December 2025, aimed at creating exclusive benefits for BYD's 15 million global car owners and the company's 20 million members, integrating BYD vehicles into over 70 high-end vacation destinations [3]
郭广昌新年感言:登高望远,向阳而行
Xin Lang Cai Jing· 2025-12-31 04:45
Core Insights - The company reflects on a year of significant achievements in the biopharmaceutical sector, highlighting the successful clinical use of its innovative drug, Revamin, and the approval of multiple CAR-T products, showcasing its commitment to addressing rare diseases and cancer treatment gaps [3][6][33] - Club Med has seen substantial growth, with global revenue projected to increase from €1.5 billion in 2015 to €2.1 billion in 2024, and operating profit has grown over five times, indicating strong market demand for innovative travel experiences [9][40] - The company emphasizes its focus on user-centered product development in the tourism sector, aiming to enhance family vacation experiences rather than merely creating tourist attractions [6][38] Biopharmaceutical Innovations - Revamin has been officially launched for clinical use, filling a treatment void for rare tumors in China [3][7] - The company has successfully developed and received approval for multiple innovative drugs, including the first CAR-T product for gastric cancer, which has been recognized as a breakthrough therapy [6][38] - Since 2019, the company has launched a total of 12 innovative drugs, demonstrating its ongoing commitment to patient care and treatment advancements [3][33] Tourism and Leisure Sector - Club Med's performance has reached new heights, with an increasing number of families prioritizing snow vacations, supported by the ongoing development of the "Super Mediterranean" project [6][38] - The company has introduced three core product lines in the tourism sector, focusing on user needs to enhance vacation experiences [6][38] - Atlantis in Sanya has solidified its leading position in the vacation market, with annual visitor numbers reaching 1.5 million [11][43] Globalization and Market Expansion - The company has achieved over 50% of its revenue from international markets, highlighting its successful globalization strategy [16][45] - The Portuguese insurance subsidiary has seen nearly 30% of its business come from international operations, contributing to a diversified revenue stream [16][45] - The company has established strategic partnerships, such as with Fakeeh Care Group in Saudi Arabia, to expand its CAR-T technology internationally [16][46] Cultural and Community Engagement - The company has actively engaged in cultural initiatives, such as the successful summer event at Yuyuan Garden, attracting over 7.5 million visitors, with a significant portion being young people [52] - The company has been recognized for its commitment to social responsibility, being included in the S&P Global Sustainability Yearbook for the second consecutive year [54] - Ongoing support for educational and healthcare initiatives, including donations to Fudan University Affiliated Hospital, reflects the company's dedication to community welfare [57]
Club Med地中海俱乐部·桂林度假村:生态价值与商业价值的双重突破
Cai Jing Wang· 2025-12-30 07:23
Core Insights - Club Med Guilin Resort has been awarded the title of "Annual Natural Secret Resort" in the 2025 New Consumption and New Economy Annual Selection, reflecting the industry's core development logic of "ecological empowerment of business" [1] - The resort's success is attributed to its deep integration of natural resources and cultural experiences, positioning it as a benchmark in the leisure vacation industry [1] Differentiated Vacation Experience - The core competitiveness of Guilin Resort lies in the precise development of unique resources, situated in a 46-hectare natural area at the core of the world heritage Karst landscape [2] - Unlike traditional sightseeing spots, the resort transforms natural landscapes into participatory consumption scenarios through immersive experiences [2] - The resort offers customized nature exploration projects guided by the G.O service system, enhancing guest engagement with the natural environment [2] Integration of Nature and Art - The collaboration with the Yuzi Paradise has enabled the resort to achieve a fusion of "nature + art," featuring an open-air art museum with hundreds of sculptures [3] - Guided tours led by G.O service transform art appreciation into immersive experiences, while workshops on traditional crafts create a consumption loop of "viewing - participating - creating" [3] Diverse Product Matrix - The resort has developed a diverse product matrix to cater to different customer needs, including wellness experiences like yoga and unique offerings such as sound bowl therapy [4] - The "Club Med Amazing Family!" program targets family markets, integrating entertainment and education through new scientific exploration spaces [4] - This resource-based and experience-focused operational model has garnered market recognition and established a benchmark for ecological and commercial integration in the industry [4] Industry Development Benchmark - The award received by Guilin Resort reflects its achievement in balancing ecological protection with commercial development, aligning with national policies on ecological conservation [5] - The resort's success is underpinned by a clear "resource-innovation-operation" development framework, demonstrating the logic of "resource endowment × product innovation × operational capability" [5] - As a successful case of international brand localization, the resort continues to refine its market strategy by aligning local resources with market demands, setting a development model of "ecology first, experience king" for domestic nature resorts [5]