黄山旅游公告，2025年上半年营业收入9.4亿元，同比增长12.70%。净利润1.27亿元，同比减少3.87%。 ...

Core Viewpoint - The tourism and scenic area sector experienced a rise of 0.64% on August 22, with Xiyu Tourism leading the gains. The Shanghai Composite Index closed at 3825.76, up 1.45%, while the Shenzhen Component Index closed at 12166.06, up 2.07% [1]. Group 1: Stock Performance - Xiyu Tourism (300859) saw a closing price of 45.08, with an increase of 8.52% and a trading volume of 271,100 shares, amounting to a transaction value of 1.201 billion yuan [1]. - Changbai Mountain (6602099) closed at 42.10, up 2.33%, with a trading volume of 125,300 shares and a transaction value of 523 million yuan [1]. - Xi'an Tourism (000610) closed at 13.75, up 1.40%, with a trading volume of 316,000 shares and a transaction value of 431 million yuan [1]. - Other notable performers include Jiuhua Tourism (661809) at 37.35 (+1.00%), Songcheng Performance (300144) at 8.86 (+0.80%), and Xiangyuan Cultural Tourism (600576) at 7.92 (+0.51%) [1]. Group 2: Market Trends - The tourism and scenic area sector experienced a net outflow of 192 million yuan from main funds, while retail investors saw a net inflow of 238 million yuan [2]. - The overall market sentiment indicates a mixed performance, with some stocks experiencing declines, such as Tibet Tourism (600749) down 2.96% and Caesar Travel (000796) down 1.49% [2].

证券代码：600054(Ａ股) 股票简称：黄山旅游(Ａ股) 编号：2025-035 900942(Ｂ股) 黄山Ｂ股(Ｂ股) 黄山旅游发展股份有限公司 关于使用闲置募集资金购买理财产品到期收回的公告 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。 公司于 2025 年 2 月使用部分闲置募集资金 4,900 万元购买了中国银行人民 币结构性存款 CSDVY202503756（详见公司 2025-008 号公告），上述理财产品 已到期赎回，收回本金为 4,900 万元，取得收益为 19.73 万元，实际年化收益率 为 0.84%。上述理财产品本金和收益已全部收回。 特此公告。 黄山旅游发展股份有限公司董事会 2025 年 8 月 21 日 1 / 1 根据公司第九届董事会第七次会议决议，同意公司使用不超过人民币 1.80 亿元闲置募集资金进行现金管理，投资安全性高、流动性好的低风险理财产品， 投资期限为公司董事会审议通过后一个自然年度内，在上述资金额度及投资期限 内，资金可以滚动使用（详见公司 2025-003 号公告）。 ...

黄山旅游发展股份有限公司公告，依据第九届董事会第七次会议决议，公司可使用不超1.8亿元闲置募 集资金进行现金管理，资金可在额度及投资期限内滚动使用。2025年2月，公司用4900万元闲置募集资 金购买中国银行人民币结构性存款CSDVY202503756。现该理财产品已到期赎回，收回本金4900万元， 取得收益19.73万元，实际年化收益率0.84%，本金和收益均已全部收回。 ...

Core Insights - Huangshan Tourism Development Co., Ltd. reported a revenue of 4.03 billion yuan for Q1 2025, a year-on-year increase of 19.79% from 3.36 billion yuan in the same period last year [4] - The net profit attributable to shareholders was 370 million yuan, up 44.69% from 250 million yuan year-on-year [4] Revenue Breakdown - In 2024, the revenue contributions from various segments were as follows: hotel business 21.38%, cable car business 33.67%, scenic area business 11.29%, tourism services 22.27%, and Huizhou cuisine 11.39% [7] - Hotel business revenue was 4.56 billion yuan, a slight decrease of 0.92% from 4.60 billion yuan year-on-year [9] - Cable car business revenue reached 7.18 billion yuan, a growth of 2.55% from 6.70 billion yuan year-on-year [13] - Scenic area business revenue was 2.40 billion yuan, down 9.22% from 2.65 billion yuan year-on-year [17] - Tourism services revenue was 4.75 billion yuan, a modest increase of 1.02% from 4.70 billion yuan year-on-year [21] - Huizhou cuisine revenue was 2.43 billion yuan, up 1.42% from 2.39 billion yuan year-on-year [27] Profitability Metrics - The overall gross margin for Q1 was 39.24%, a slight decline of 0.23 percentage points from 39.47% year-on-year [28] - The net profit margin increased to 9.74%, up 1.11 percentage points from 8.63% year-on-year [28] Strategic Overview - Huangshan Tourism has been pursuing a "go down the mountain, go out" strategy since 2016, focusing on horizontal expansion of traditional businesses and vertical development of emerging businesses [29] - Despite the strategic initiatives, the company has faced challenges, with 2024 revenue growth stagnating at 0.09% year-on-year [30] - The net profit attributable to shareholders for 2024 was 3.15 billion yuan, a decrease of 25.51% year-on-year [33] - Operating costs increased by 4.98%, with sales expenses rising by 18.31% and management expenses by 6.74% [33] - Significant losses were reported from several subsidiaries, indicating challenges in the broader investment strategy [33]

证券日报网讯 8月18日晚间，黄山旅游发布公告称，公司使用不超过人民币1.80亿元闲置募集资金进行 现金管理，投资安全性高、流动性好的低风险理财产品。2025年2月，公司使用部分闲置募集资金5， 100万元购买了中国银行人民币结构性存款CSDVY202503755。上述理财产品已到期赎回，收回本金为 5，100万元，取得收益为55.84万元，实际年化收益率为2.31%。 （文章来源：证券日报） ...

证券代码：600054(Ａ股) 股票简称：黄山旅游(Ａ股) 编号：2025-034 900942(Ｂ股) 黄山Ｂ股(Ｂ股) 黄山旅游发展股份有限公司 关于使用闲置募集资金购买理财产品到期收回的公告 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。 根据公司第九届董事会第七次会议决议，同意公司使用不超过人民币 1.80 亿元闲置募集资金进行现金管理，投资安全性高、流动性好的低风险理财产品， 投资期限为公司董事会审议通过后一个自然年度内，在上述资金额度及投资期限 内，资金可以滚动使用（详见公司 2025-003 号公告）。 公司于 2025 年 2 月使用部分闲置募集资金 5,100 万元购买了中国银行人民 币结构性存款 CSDVY202503755（详见公司 2025-008 号公告），上述理财产品 已到期赎回，收回本金为 5,100 万元，取得收益为 55.84 万元，实际年化收益率 为 2.31%。上述理财产品本金和收益已全部收回。 特此公告。 黄山旅游发展股份有限公司董事会 2025 年 8 月 19 日 1 / 1 ...

Core Insights - The tourism and scenic area sector experienced a rise of 2.16% on August 18, with Tibet Tourism leading the gains [1] - The Shanghai Composite Index closed at 3728.03, up 0.85%, while the Shenzhen Component Index closed at 11835.57, up 1.73% [1] Sector Performance - Tibet Tourism (600749) saw a closing price of 29.44, with a significant increase of 10.01% and a trading volume of 325,000 shares, amounting to a transaction value of 943 million yuan [1] - Caesar Travel (000796) also rose by 10.00% to a closing price of 5.28, with a trading volume of 1,111,300 shares, resulting in a transaction value of 575 million yuan [1] - Other notable performers included Huangshan Tourism (600054) with a 3.53% increase, closing at 12.31, and Dalian Shengya (600593) with a 3.13% increase, closing at 32.26 [1] Capital Flow - The tourism and scenic area sector saw a net inflow of 354 million yuan from main funds, while retail funds experienced a net outflow of 73.84 million yuan [2] - Major stocks like Tibet Tourism and Caesar Travel attracted significant main fund inflows of 204 million yuan and 202 million yuan, respectively [3] - Conversely, retail investors showed a net outflow from several stocks, including a notable outflow from Caesar Travel of 86.52 million yuan [3]

Group 1 - The Shanghai Clearing House announced that Huangshan Tourism Group Co., Ltd. will redeem its third phase of ultra-short-term financing bonds on August 19, 2025, with an issuance amount of 500 million RMB [1] - The total amount to be repaid, including principal and interest, is 507,508,219.18 RMB [1] - The bond code for this issuance is 012483689.IB, and it is referred to as 24 Huangshan Tourism SCP003 [1]

证券代码：600054(Ａ股) 股票简称：黄山旅游(Ａ股) 编号：2025-033 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 使用权的进展公告 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。 公司将根据本次对外投资及竞买资产后续进展情况，按照有关规定及时履行 信息披露义务，敬请广大投资者注意投资风险。 1 / 2 特此公告。 黄山旅游发展股份有限公司董事会 2025 年 8 月 8 日 2 / 2 公司于 2025 年 7 月 30 日召开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》，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%，资金来源为公司自有或自 筹资金，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 ...