| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600754 | 锦江酒店 | 9302.59万 | 12.14% | 397.60万 | 0.52% | -9700.19万 | -12.66% | | 002186 | 全聚德 | 1317.05万 | 5.82% | 669.73万 | 2.96% | -1986.78万 | -8.78% | | 000428 | 华天酒店 | 1173.58万 | 9.51% | -635.64万 | -5.15% | -537.94万 | -4.36% | | 605108 | 同庆楼 | -126.38万 | -1.21% | -636.54万 | -6.07% | 762.91万 | 7.28% | | 601007 | 金陵饭店 | -180.88万 | -1.44% | 237.39万 | 1.89% | -56.50万 | -0.45% | | 002306 | ...

与9号馆突出的专业性不同，同属文旅服务专题的11号棚更像是一个生机盎然的文旅生活场景体验区， 松弛感十足。这里聚集了文旅行业的各种业态，以场景化展示、沉浸式体验等方式，让观众对文旅融合 发展有了更加直观的了解。 在9号馆"北京服务"主题展区，蓝白相间的首旅展台简约大气。展台以"北京服务 首旅方案"为主题，展 板处的图文、视频、感谢信书册等，展示了首旅集团在亚冬会期间输出北京服务的成功案例。现场还实 景还原展示了国宴餐桌的摆台场景，再现其在高规格政务接待和国际赛事服务中的服务细节，各种精确 9月10日，2025年中国国际服务贸易交易会在北京首钢园拉开帷幕。在9号馆和11号棚的文旅专题展区 里，首旅集团携旗下11家企业20余个品牌集体亮相，系统展示了老字号新品、餐饮精品、创意潮玩、住 宿度假、商业出行、会务服务等多类产品和服务。 到毫米的布置为观众揭秘了国宴服务的"北京标准"，也让"北京服务"的品质以更加具象的方式呈现在人 们面前。 摄影/北京青年报记者 付丁 编辑 辛婧 在11号棚的首旅消费服务展区，首旅集团旗下的酒店集群+老字号餐饮+交通服务+旅行服务等全链条企 业矩阵组团亮相，生动再现了各类大小活动的服务场 ...

Core Insights - The report indicates a divergence in performance within the social services sector, with leading companies outperforming their peers [5][7] - The overall revenue for the service consumption sector increased by 1.4% year-on-year in 1H2025, reaching 134% of 2019 levels, while profits declined by 11.5%, recovering to 79% of 2019 levels [12][15] - Key segments such as K12 education, human resources, and scenic areas showed both revenue and profit growth, while hotels, restaurants, tourism retail, and higher education faced challenges [12][13] Social Services Overview - In 1H2025, K12 training and human resources sectors saw revenue growth of 14.4% and 10.7%, respectively, with net profits increasing by 39.5% and 49.8% [12][15] - Scenic areas also reported growth, with revenues up by 3.9% and net profits by 2.4% [15] - Conversely, the hotel sector experienced a revenue decline of 4.5% and a significant profit drop of 40.6% [13][15] Travel Services - The hotel industry remains under pressure, with leading hotels like Huazhu Group and Shoulv Hotel showing resilience despite a decline in RevPAR [16][19] - In 1H2025, leading hotels continued to expand, with Huazhu adding 990 new hotels [16][18] - OTA companies benefited from overall travel demand, with significant growth in overseas business [7][24] Scenic Areas and OTA - Domestic tourism numbers surpassed pre-pandemic levels, with a 20.6% increase in travel volume in 1H2025 [24] - Scenic area performance varied, with Xiangyuan Cultural Tourism and Jiuhua Tourism showing strong growth, while Changbai Mountain faced challenges due to weather [29] - The average ticket price for domestic travel has not fully recovered, remaining at 95% of 2019 levels [24] Professional Services - The human resources sector is experiencing a mild recovery, with companies like Keri International and BOSS Zhipin performing well [7][16] - The education sector, particularly K12 training, continues to thrive, with a focus on AI applications enhancing efficiency [7][16] - The exhibition industry is awaiting macroeconomic improvements to boost performance [7][16] Restaurant and Tea Beverage Sector - The restaurant industry is under pressure, with same-store sales declining, while budget-friendly dining options are showing resilience [7][12] - The tea beverage sector is expanding, with leading brands like Mixue and Gu Ming performing exceptionally well [7][12]

从资金流向上来看，当日酒店餐饮板块主力资金净流出1.26亿元，游资资金净流出1551.97万元，散户资 金净流入1.41亿元。酒店餐饮板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000428 | 华天酒店 | = 149.28万 | 1.47% | -727.89万 | -7.17% | 578.61万 | 5.70% | | 002306 | *ST云网 | -58.93万 | -1.51% | 65.86万 | 1.69% | -6.94万 | -0.18% | | 601007 | 金陵饭店 | -663.02万 | -4.68% | -278.15万 | -1.96% | 941.17万 | 6.64% | | 002186 | 全聚德 | -799.62万 | -5.42% | -460.09万 | -3.12% | 1259.70万 | 8.54% | | 600258 首 ...

北京首旅酒店（集团）股份有限公司 2025 年第三次临时股东会 会议文件 2025 年 9 月 19 日 1 目录： | 议案一：《关于提请股东会审议撤销公司监事会并废止<监事会议事规则>的 | | --- | | 议案》 …………………………………………………………………3 | | 议案二：《关于修订<董事会议事规则>的议案》…………………………………4 | | 议案三：《关于修订<股东会议事规则>的议案》…………………………………7 | | 议案四：《关于修订<公司章程>的议案》…………………………………………14 | 2 北京首旅酒店(集团)股份有限公司 2025 年第三次临时股东会 议案一：《关于提请股东会审议撤销公司监事会并废止<监事会议事 规则>的议案》 根据 2024 年 7 月 1 日起实施的《中华人民共和国公司法》、《上市公司章程 指引》（2025 年修订）等相关法律法规的规定及中国证券监督管理委员会于 2024 年 12 月 27 日发布的《关于新配套制度规则实施相关过渡期安排》，结合首旅酒 店的实际情况及需求，公司不再设置监事会，监事会的职权由董事会审计委员会 行使，公司《监事会议事规则 ...

从资金流向上来看，当日酒店餐饮板块主力资金净流入8969.79万元，游资资金净流入2769.32万元，散户 资金净流出1.17亿元。酒店餐饮板块个股资金流向见下表： 证券之星消息，9月10日酒店餐饮板块较上一交易日上涨1.08%，君亭酒店领涨。当日上证指数报收于 3812.22，上涨0.13%。深证成指报收于12557.68，上涨0.38%。酒店餐饮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) | | --- | --- | --- | --- | --- | --- | | 301073 | 君亭酒店 | 27.60 | 4.47% | 20.22万 | 5.46 Z | | 601007 | 金陵饭店 | 8.31 | 3.36% | 28.69万 | 2.36亿 | | 000428 | 华天酒店 | 3.87 | 2.38% | 40.43万 | 1.56亿 | | 000721 | 西安饮食 | 10.20 | 1.90% | 1 41.51万 | 4.23亿 | | 002306 | *ST云网 | 1.92 | 1.59% | 25.68万 ...

从资金流向上来看，当日酒店餐饮板块主力资金净流出9180.48万元，游资资金净流入528.0万元，散户资 金净流入8652.48万元。酒店餐饮板块个股资金流向见下表： 证券之星消息，9月8日酒店餐饮板块较上一交易日上涨0.5%，首旅酒店领涨。当日上证指数报收于 3826.84，上涨0.38%。深证成指报收于12666.84，上涨0.61%。酒店餐饮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) | | --- | --- | --- | --- | --- | --- | | 600258 | 首旅酒店 | 15.54 | 2.04% | 23.42万 | 3.63亿 | | 301073 | 君亭酒店 | 26.50 | 1.73% | 17.63万 | 4.65亿 | | 600754 | 锦江酒店 | 23.41 | 0.60% | 14.54万 | 3.41亿 | | 002306 | *ST云网 | 1.91 | 0.00% | 18.28万 | 3481.17万 | | 605108 | 同庆楼 | 21.41 | -0.42% | 7.63万 ...

Market Overview - The hotel and catering sector increased by 0.99% on September 5, with Junting Hotel leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Stock Performance - Junting Hotel (301073) closed at 26.05, with a rise of 2.92% and a trading volume of 176,600 shares, amounting to 443 million yuan [1] - Other notable stocks include: - ST Yunwang (002306): closed at 1.91, up 1.60% with a trading volume of 191,700 shares [1] - Jinjiang Hotel (600754): closed at 23.27, up 1.35% with a trading volume of 141,600 shares [1] - Tongqinglou (605108): closed at 21.50, up 1.22% with a trading volume of 105,300 shares [1] - Shoulv Hotel (600258): closed at 15.23, up 1.06% with a trading volume of 203,800 shares [1] - Huatian Hotel (000428): closed at 3.88, up 1.04% with a trading volume of 727,100 shares [1] - Jinling Hotel (601007): closed at 8.20, down 0.49% with a trading volume of 234,500 shares [1] - Quanjude (002186): closed at 12.71, down 0.55% with a trading volume of 176,700 shares [1] - Xi'an Catering (000721): closed at 10.22, down 0.78% with a trading volume of 469,400 shares [1] Capital Flow - The hotel and catering sector experienced a net outflow of 134 million yuan from institutional investors, while retail investors saw a net inflow of 133 million yuan [1] - Specific capital flows for key stocks include: - Shoulv Hotel: net inflow of 3.29 million yuan from institutional investors, but a net outflow of 15.44 million yuan from retail investors [2] - ST Yunwang: net inflow of 3.05 million yuan from institutional investors, with a net outflow of 1.88 million yuan from retail investors [2] - Jinjiang Hotel: net outflow of 8.19 million yuan from institutional investors, with a net inflow of 9.39 million yuan from retail investors [2] - Quanjude: net outflow of 8.65 million yuan from institutional investors, but a net inflow of 9.76 million yuan from retail investors [2] - Xi'an Catering: net outflow of 51.19 million yuan from institutional investors, with a net inflow of 64.94 million yuan from retail investors [2]

Market Overview - The hotel and catering sector increased by 1.15% on September 4, with Tongqinglou leading the gains [1] - The Shanghai Composite Index closed at 3765.88, down 1.25%, while the Shenzhen Component Index closed at 12118.7, down 2.83% [1] Stock Performance - Key stocks in the hotel and catering sector showed varied performance, with Tongqinglou closing at 21.24, up 3.11%, and Quanjude at 12.78, down 0.16% [1] - The trading volume and turnover for major stocks included: - Junting Hotel: 25.31, up 1.61%, with a turnover of 494 million [1] - Huatian Hotel: 3.84, up 1.59%, with a turnover of 316 million [1] - Xianyin Restaurant: 10.30, up 1.38%, with a turnover of 570 million [1] Capital Flow - The hotel and catering sector experienced a net outflow of 86.87 million from institutional investors and 67.67 million from retail investors, while retail investors saw a net inflow of 155 million [1] - Detailed capital flow for selected stocks showed: - Junting Hotel: Institutional net inflow of 16.16 million, retail net inflow of 1.23 million [2] - Huatian Hotel: Institutional net inflow of 11.60 million, retail net outflow of 14.36 million [2] - Quanjude: Institutional net outflow of 38.44 million, retail net inflow of 56.47 million [2]

Group 1 - The 2025 National Day and Mid-Autumn Festival holiday will have a total of 8 consecutive days off, which is expected to boost travel demand [1] - The Chinese government announced a temporary visa-free policy for Russian passport holders from September 15, 2025, to September 14, 2026, leading to a significant increase in flight searches from Moscow [1] - South Korea will implement a temporary visa-free policy for Chinese group tourists starting September 29, 2025, lasting until June 2026, further enhancing travel opportunities [1] Group 2 - International flight bookings for popular cities have rebounded to over 50% of pre-pandemic levels during this summer, indicating a strong recovery in outbound tourism [2] - Japan and South Korea have emerged as popular destinations, with booking volumes increasing nearly tenfold compared to the beginning of the year, and flight prices dropping by approximately 40% [2] - Visa applications on the Fliggy platform surged over 13 times year-on-year in July, with Japan's visa applications surpassing 2019 levels [2] Group 3 - Various cities in China, including Guangdong, Hangzhou, and Chengdu, are set to issue cultural and tourism consumption vouchers in September to stimulate local tourism [3] - Guangdong will distribute 20 million yuan worth of vouchers starting September 12, while Chengdu will launch its second round of tourism accommodation vouchers from September 21 to October 28 [3] - Other regions, such as Huangshan and Yulin, are also implementing similar voucher programs to encourage spending in the tourism sector [3] Group 4 - The National Development and Reform Commission has proposed measures to cultivate new consumption scenarios in cultural tourism, aiming to create influential themed tourism routes [4] - Following this announcement, stocks related to tourism, such as Tibet Tourism and Dalian Shengya, experienced significant price increases [5] Group 5 - Related concept stocks include travel agencies like Zhongxin Tourism and China Youth Travel Service, scenic spots like Songcheng Performance and Huangshan Tourism, and hotel chains such as Jinjiang Hotels and Huazhu Group [8]