证券之星消息，8月1日旅游及景区板块较上一交易日下跌0.24%，西域旅游领跌。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。旅游及景区板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000558 | 天府文旅 | 7.37 | 10.00% | 327.07万 | 23.01亿 | | 000430 | ST张家界 | 7.18 | 1.27% | 3.37万 | 2404.46万 | | 600706 | 曲江文旅 | 10.51 | 1.25% | 9.13万 | 9480.64万 | | 000888 | 峨眉山Ａ | 14.25 | 0.35% | 16.94万 | 2.39亿 | | 600749 | 西藏旅游 | 28.20 | 0.00% | 67.81万 | 17.80亿 | | 000978 | 桂林旅游 | 6.46 | -0.15% | 7.79万 | 5036.22万 | | 600054 | 黄 ...

金融界消息 截至2025年7月31日收盘，黄山旅游（600054）报收于11.6元，下跌2.03%，换手率2.04%， 成交量10.45万手，成交金额1.22亿元。 通过天眼查大数据分析，黄山旅游发展股份有限公司共对外投资了31家企业，参与招投标项目676次， 知识产权方面有商标信息216条，此外企业还拥有行政许可19个。 来源：金融界 资金流向方面，今日主力资金净流出1081.88万元，占比成交额8.87%。其中，超大单净流出263.31万 元、占成交额2.16%，大单净流出818.57万元、占成交额6.71%，中单净流出流入218.66万元、占成交额 1.79%，小单净流入863.22万元、占成交额7.08%。 黄山旅游最新一期业绩显示，截至2025一季报，公司营业总收入4.03亿元、同比增长19.79%，归属净利 润3689.50万元，同比增长44.69%，扣非净利润3497.62万元，同比增长55.79%，流动比率3.897、速动比 率3.811、资产负债率14.73%。 天眼查商业履历信息显示，黄山旅游发展股份有限公司，成立于1996年，位于黄山市，是一家以从事公 共设施管理业为主的企业。企业注册资 ...

Core Insights - The report emphasizes the rising demand for nuclear fusion power sources, driven by advancements in fusion technology and increasing investment in the sector [3][6][8] - The report highlights the high technical and customer barriers in the nuclear fusion power supply industry, indicating a favorable environment for companies involved in this field [8] Market Performance - The report provides a snapshot of market indices, with the Shanghai Composite Index closing at 3615.72, reflecting a slight increase of 0.17%, while the Shenzhen Component Index decreased by 0.77% to 11203.03 [4] - The report also details the performance of various industry sectors, noting that the steel sector saw a rise of 2.05%, while the electric equipment sector experienced a decline of 2.22% [5] Industry Focus - The nuclear fusion power supply is identified as a critical component in fusion devices, with the need to optimize heating temperature and energy confinement time to enhance fusion performance [3][6] - The report discusses the specific requirements for different fusion technology routes, such as Tokamak and linear devices, which demand high-performance power supplies with strict specifications [7][8] - The report notes that the cost of power supplies can account for 30%-50% of the overall cost of fusion devices, underscoring the importance of this segment in the fusion industry [6][7] Investment Opportunities - The report suggests that as the investment climate for nuclear fusion improves, there will be increased demand for specialized power supplies, presenting potential investment opportunities for companies in this sector [8] - The report indicates that domestic capabilities for core components of power supplies have improved, reducing reliance on imports and enhancing competitive positioning [7][8]

Core Viewpoint - The company plans to invest in establishing a wholly-owned subsidiary, Huangshan Yunqu Amusement Park Service Co., Ltd., and participate in the bidding for a state-owned construction land use right in Huangshan City, aiming to enhance its resource reserves and diversify its tourism product offerings [2][5][9]. Transaction Overview - The company will invest a total of 90 million yuan in cash, representing 100% of the registered capital of the project company [2][5]. - The company intends to bid for a state-owned construction land use right covering an area of 86,063 square meters, with a starting bid price of approximately 54.25 million yuan [4][9]. - The land includes commercial land (hotel use) of 83,461 square meters and protective green land of 2,602 square meters [4][9]. Investment Target Information - The registered capital of the new subsidiary is set at 90 million yuan, and the company will fully fund this amount from its own or raised funds [5][8]. - The subsidiary will focus on various leisure and tourism-related services, including amusement park services, park management, and tourism project planning [8]. Impact on the Company - This investment aligns with the company's strategic development needs and aims to create a family-friendly vacation complex, enhancing its competitive edge and sustainable development capabilities [9][10]. - The project is strategically located near UNESCO World Heritage sites, which is expected to amplify the brand and market value of the company [9]. Bidding Details - The bidding process is public, and the company acknowledges the inherent uncertainties associated with the bidding outcome [3][12]. - The bidding deposit required is 16.55 million yuan, and the transfer price for existing construction and attached properties is approximately 28.28 million yuan [9].

证券代码：600054(Ａ股) 股票简称：黄山旅游(Ａ股) 编号：2025-030 表决结果：同意 9 票，反对 0 票，弃权 0 票。 会议同意公司投资设立黄山云趣游乐园服务有限公司（暂定名，具体以市场 监督管理部门登记为准，以下简称"项目公司"），项目公司注册资本为 9,000 万元，公司以现金认缴出资 9,000 万元，占项目公司注册资本的 100%，并以项 目公司为主体参与竞买 1 宗位于黄山市黟县碧阳镇马道村、宏村镇古溪村的国有 建设用地使用权。本次竞买起始价 5,424.5669 万元，在建工程房产及地上附着物 随同土地一并转让，转让价款 2,827.76 万元不竞价。 具体内容详见公司同日在上海证券交易所网站（www.sse.com.cn）披露的《黄 山旅游发展股份有限公司关于对外投资设立全资子公司并参与竞买国有建设用 地使用权的议案》（公告编号：2025-031）。 特此公告。 黄山旅游发展股份有限公司（以下简称"公司"）第九届董事会第十二次会 议通知于 2025 年 7 月 25 日以书面送达、传真或者电子邮件等方式发出，会议于 事 9 名。本次会议由公司董事长章德辉先生召集并主持。本次会议 ...

证券日报网讯 7月30日晚间，黄山旅游发布公告称，公司第九届董事会第十二次会议审议通过了《关于 对外投资设立全资子公司并参与竞买国有建设用地使用权的议案》。 （文章来源：证券日报） ...

Group 1 - The company Huangshan Tourism announced the convening of its ninth board meeting on July 30, 2025, via communication voting [2] - The meeting reviewed proposals including the establishment of a wholly-owned subsidiary and participation in bidding for state-owned construction land use rights [2] - For the year 2024, the revenue composition of Huangshan Tourism is as follows: 37.16% from cable car operations, 24.58% from tourism services, 23.59% from hotel operations, 12.56% from Huizhou cuisine, and 12.45% from scenic area operations [2]

Core Viewpoint - The company plans to invest in establishing Huangshan Yunqu Leisure Park Service Co., Ltd. and participate in the bidding for a state-owned construction land use right in Huangshan City, aiming to enhance its resource reserves and develop a family vacation complex project [1] Investment and Project Details - The company will contribute a cash investment of 90 million yuan, representing 100% of the registered capital of the project company [1] - The bidding for the construction land use right has a starting price of approximately 54.25 million yuan, with additional transfer costs of about 28.28 million yuan for existing buildings and attached properties [1] Strategic Alignment - This investment aligns with the trend of leisure and vacation tourism development, fulfilling the company's overall strategic needs [1] - The project site is strategically located near UNESCO World Heritage sites, enhancing its market value and competitive edge [1] - The investment is expected to diversify the company's cultural tourism product offerings and strengthen its long-term development strategy [1]

Core Viewpoint - The company plans to invest in establishing Huangshan Yunqu Tourism Park Service Co., Ltd. with a cash contribution of 90 million yuan, aiming to enhance its resource reserves and develop a family vacation complex project [1] Group 1: Investment Details - The company will hold 100% of the registered capital of the project company [1] - The company intends to participate in the bidding for a state-owned construction land use right of 86,063 square meters, with a starting bid price of 54.245669 million yuan [1] - The transfer price for the associated buildings and land attachments is 28.2776 million yuan, which will not be subject to bidding [1] Group 2: Strategic Rationale - The investment aligns with the trend of leisure and vacation tourism development, fulfilling the company's overall strategic needs [1] - The project site is located in a prime area near UNESCO World Heritage sites, enhancing its location advantage [1] - This investment and asset acquisition will enrich the company's cultural tourism product offerings, amplify brand and market value, and strengthen overall competitiveness and sustainable development capabilities [1]

证券代码：600054(Ａ股) 股票简称：黄山旅游(Ａ股) 编号：2025-031 900942(Ｂ股) 黄山Ｂ股(Ｂ股) 黄山旅游发展股份有限公司 关于对外投资设立全资子公司并参与竞买 国有建设用地使用权的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 3、本次对外投资及竞买资产事项不构成关联交易，也不构成《上市公司重 大资产重组管理办法》规定的重大资产重组。 4、公司董事会授权管理层全权办理与本次对外投资及竞买资产有关的事宜， 包括但不限于在董事会决议范围内实施本次对外投资及竞买资产，修改、补充、 签署、执行与本次对外投资及竞买资产相关的协议和文件，办理后续与此有关的 其他一切事宜。 二、交易对方情况介绍 ● 交易简要内容：公司拟投资设立黄山云趣游乐园服务有限公司（暂定名， 具体以市场监督管理部门登记为准，以下简称"项目公司"），公司以现金认缴 出资 9,000 万元，占项目公司注册资本的 100%，并以项目公司为主体参与竞买 1 宗位于黄山市黟县碧阳镇马道村、宏村镇古溪村面积为 86,063 平方米 ...