本报讯 （记者李乔宇）8月5日，阳光媒体集团控股有限公司（以下简称"阳光媒体集团"）董事长杨 澜，中青旅（600138）控股股份有限公司（以下简称"中青旅"）党委书记、董事长倪阳平，首席品牌官 徐晓磊，北京古北水镇旅游有限公司（以下简称"古北水镇"）董事长郭俊华、副总裁刘永胜，阳光媒体 集团高级副总裁田雷等嘉宾共同出席2025天下女人国际论坛新闻发布会。据悉，该届论坛将于8月29日 至31日在北京古北水镇举办。在此次发布会上，阳光媒体集团与中青旅及古北水镇未来三年战略合作计 划正式开启。 发布会现场，阳光媒体集团分别与中青旅、古北水镇签署了战略合作协议。未来三年内，阳光媒体集团 将与中青旅达成多层次、多领域、全方位的战略合作，并以古北水镇为契机，围绕女性内容IP开发、沉 浸式体验空间打造、文化活动共创等领域展开全方位合作，共同将古北水镇建设成为展示女性创造力、 链接商业价值与社会价值的标杆性文旅目的地。 倪阳平在致辞中表示："中青旅携手阳光媒体集团在旗下古北水镇共同举办2025天下女人国际论坛，是 一次极具意义的跨界合作。古北水镇拥有司马台长城等顶级资源，具有独特的北方水乡风情，是助力文 化和旅游国际传播的国 ...

Market Overview - The tourism and scenic area sector experienced a decline of 0.24% on August 1, with Xiyu Tourism leading the drop [1] - The Shanghai Composite Index closed at 3559.95, down 0.37%, while the Shenzhen Component Index closed at 10991.32, down 0.17% [1] Stock Performance - Tianfu Culture Tourism (000558) saw a significant increase of 10.00%, closing at 7.37 with a trading volume of 3.27 million shares and a transaction value of 2.30 billion [1] - Other notable performers included ST Zhangjiajie (000430) with a 1.27% increase and Qujiang Culture Tourism (600706) with a 1.25% increase [1] - Conversely, Xiyu Tourism (300859) led the decline with a drop of 3.96%, closing at 37.15 with a trading volume of 71,000 shares and a transaction value of 266 million [2] Capital Flow - The tourism and scenic area sector experienced a net outflow of 542 million from main funds, while retail investors saw a net inflow of 411 million [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors increased their positions [2] Individual Stock Capital Flow - Tianfu Culture Tourism (000558) had a net inflow of 124 million from main funds, while it faced outflows from both speculative and retail investors [3] - Other stocks like Lijiang Co. (002033) and Jiuhua Tourism (661809) also showed varied capital flows, with Jiuhua Tourism attracting significant speculative inflows [3] - Stocks such as Huangshan Tourism (600054) and Yunnan Tourism (002059) faced notable net outflows from main funds, indicating a cautious approach from institutional investors [3]

Core Viewpoint - The company, China Youth Travel Service (中青旅), is actively involved in providing services for the 2025 World Games, showcasing its expertise in event management and service provision in the sports sector [1] Group 1: Company Involvement - The company’s sports division is participating in the 2025 World Games, offering a range of services including opening and closing ceremony coordination, competition support, reception services, atmosphere creation, and technical official support [1] - The company has leveraged its brand and professional advantages to engage in various significant sporting events, including the Beijing Winter Olympics, Chengdu Universiade, Hangzhou Asian Games, and Harbin Asian Winter Games [1] Group 2: Business Strategy - The company aims to expand its business across multiple dimensions by focusing on individual service offerings, thereby enhancing client relationships, business chains, and service types [1]

Core Viewpoint - The company is enhancing its travel agency segment by designing tailored travel itineraries for Tibet, catering to diverse tourist preferences and market trends [1] Group 1: Product Offerings - The company has launched various travel options including group tours, private tours, special train tours, and customized trips to meet individual tourist needs [1] - The itineraries cover classic routes such as Lhasa-Linzhi-Shigatse, in-depth tours like the Ali circuit, and cultural experiences including Tibetan New Year celebrations and Thangka painting [1] Group 2: Key Attractions - The travel packages include visits to major Tibetan landmarks such as the Potala Palace, Jokhang Temple, and the Yarlung Tsangpo Grand Canyon [1] - The itineraries are designed to provide a balanced experience with professional tour guide services, ensuring tourists can fully enjoy their travel experience [1]

格隆汇7月30日丨中青旅(600138.SH)在互动平台表示，公司旗下体育公司参与服务2025年第12届世界运 动会，提供包括开闭幕式统筹咨询、竞赛保障、接待服务、氛围营造、技术官员保障服务等。近年来公 司发挥品牌和专业优势，陆续参与服务北京冬奥会、成都大运会、杭州亚运会、哈尔滨亚洲冬季运动会 等项目，致力于以单项服务为切入点，实现客户、业务链条、服务类型等多维度业务空间拓展。 ...

Group 1 - The core viewpoint of the news is that China Youth Travel Holdings Co., Ltd. (中青旅) has reported a mixed financial performance for the first quarter of 2025, with revenue growth but a decline in net profit [1] - As of July 29, 2025, the company's stock price closed at 9.98 yuan, down 0.2%, with a trading volume of 132,400 hands and a transaction amount of 1.32 billion yuan [1] - The company's total operating revenue for Q1 2025 was 2.054 billion yuan, representing a year-on-year increase of 6.84%, while the net profit attributable to shareholders was 33.7052 million yuan, a decrease of 16.23% year-on-year [1] Group 2 - The company has a liquidity ratio of 1.063, a quick ratio of 0.785, and a debt-to-asset ratio of 51.93% [1] - China Youth Travel Holdings has made investments in 38 enterprises and participated in 478 bidding projects, indicating active engagement in business development [2] - The company holds 253 trademark registrations and has 55 administrative licenses, reflecting its operational capabilities and compliance [2]

Group 1: Outbound Travel Market Trends - The outbound travel market has experienced a significant recovery this summer, with a notable increase in booking numbers compared to last year [1] - Tuniu reported a 50% increase in customized travel bookings and a 33% increase in free travel bookings over the past three weeks compared to the same period last year [1] - The average price of outbound travel products has decreased by approximately 5% compared to last year, while bookings for overseas train tickets and hotel packages have surged by 136% and 185%, respectively [1] Group 2: Educational Travel and Study Tours - There has been a noticeable increase in inquiries for study tours since June, with Asian countries like Singapore and Japan becoming popular destinations for Chinese parents seeking overseas educational experiences for their children [2] - Tuniu has introduced study camps that include AI programming and flight science, moving away from traditional sightseeing tours to a more immersive educational experience [2] - Travel agencies are planning to upgrade their study tour systems by 2025, integrating course learning, experiential activities, and cultural interactions [2] Group 3: Family Travel Trends - Family travel, particularly for parent-child trips, has become a significant segment of outbound travel, with a 16% year-on-year increase in family visa applications, accounting for 22% of total visa orders [3] - The family segment has increasingly replaced honeymoon travelers as the main force in outbound island tourism [3] - New travel products such as cruise and train tours are gaining popularity, with unique offerings like Arctic cruises and the return of MSC Lirica to Shanghai attracting family travelers [3]

Group 1 - The tourism and scenic spots sector increased by 0.27% compared to the previous trading day, with Tibet Tourism leading the gains [1] - On the same day, the Shanghai Composite Index closed at 3609.71, up 0.33%, while the Shenzhen Component Index closed at 11289.41, up 0.64% [1] - Tibet Tourism's stock price rose by 10.00% to 23.31, with a trading volume of 39,900 lots and a transaction value of 92.95 million yuan [1] Group 2 - The main funds in the tourism and scenic spots sector experienced a net outflow of 285 million yuan, while retail investors saw a net inflow of 283 million yuan [3] - Speculative funds had a net inflow of 2.35 million yuan [3]

Group 1 - The demand for family and educational travel has significantly increased with the arrival of summer [1] - The "Summer Study Tour: Exploring Beijing" event was organized by the Beijing Municipal Bureau of Culture and Tourism, featuring 10 themed study tour routes [1] - The event utilized an "experience group + promotion meeting" format to transform cultural tourism resource points into second classrooms for learning [1] Group 2 - The 10 themed study tour routes include various educational experiences, such as technology and science practice, geological archaeology, and cultural heritage [1] - Companies like China Youth Travel Service and New Oriental Culture and Tourism are promoting diverse, age-appropriate family travel products while enhancing service quality [2] - The Beijing Municipal Bureau of Culture and Tourism aims to continuously develop more immersive study tourism products to meet market demand and improve the overall tourist experience [2]

Core Viewpoint - The tourism market in China is experiencing a significant recovery and transformation, with traditional travel agencies adapting to new consumer preferences and competition from online travel agencies (OTAs) [2][5][11]. Current Situation - The Ministry of Culture and Tourism reported that domestic tourism in 2024 is expected to reach 5.62 billion trips, a year-on-year increase of 14.8% [2]. - The number of travel agencies in China has increased to 64,616, up from 56,275 in 2023, adding over 8,000 agencies [2]. - Despite the growth in travel agencies, the popularity of traditional group tours is declining, with younger consumers favoring free and customized travel options [2][4]. Emerging Trends - Free travel and self-driving tours are gaining traction, supported by social media platforms that provide rich information on transportation, attractions, and food [4]. - The rise of niche themed tours offered by companies like Daocaoren and Youxiake is creating new social travel experiences for young people [4]. Company Performance - Many travel companies are reporting steady growth despite challenges, with companies like China Youth Travel Service (CYTS) achieving a revenue of approximately 1.949 billion yuan, a year-on-year increase of 58.13% [5]. - Lingnan Holdings' travel business also showed strong performance, with revenue of 3.121 billion yuan, up 36.77% [5]. Transformation Strategies - Travel agencies are shifting towards smaller, customized group tours, moving away from large group tours [6][8]. - Customized services are becoming a key offering, with agencies providing tailored travel plans based on individual customer needs [9]. - The rise of educational travel and conference services is becoming a significant part of travel agency offerings, with companies like Kanghui establishing dedicated educational travel centers [10]. Future Directions - Travel agencies are focusing on niche markets and personalized services to attract and retain customers, particularly targeting the aging population [11][12]. - Innovative travel packages that combine tourism with events like concerts and sports are emerging as popular options [11]. - Digital transformation is crucial for traditional travel agencies to enhance service delivery and competitiveness [13].