Market Overview - The tourism and scenic area sector increased by 0.59% on August 20, with Xi'an Tourism leading the gains [1] - The Shanghai Composite Index closed at 3766.21, up 1.04%, while the Shenzhen Component Index closed at 11926.74, up 0.89% [1] Stock Performance - Xi'an Tourism (000610) closed at 13.67, up 5.72% with a trading volume of 505,600 shares and a transaction value of 690 million [1] - Other notable performers include Qujiang Cultural Tourism (600706) up 2.68% and Xiangyuan Cultural Tourism (600576) up 2.59% [1] - The worst performer was Sizang Tourism (600749), which fell by 9.49% [2] Capital Flow - The tourism and scenic area sector saw a net inflow of 15.86 million from main funds, while retail investors contributed a net inflow of 11 million [2] - The sector experienced a net outflow of 126 million from speculative funds [2] Individual Stock Capital Flow - Xi'an Tourism had a main fund net inflow of 73.99 million, but a net outflow of 39.14 million from speculative funds [3] - West Region Tourism (300859) also saw significant main fund inflows of 57.16 million, with speculative funds showing a net outflow [3] - Songcheng Performance (300144) had a main fund net inflow of 48.22 million, but faced a net outflow from speculative and retail investors [3]

中国经济网北京8月19日讯 镇洋发展(603213.SH)今日涨停，收报15.29元，涨幅10.00%。 鉴于本次交易尚处于筹划阶段，有关事项存在重大不确定性，为保证公平信息披露，维护投资者利 益，避免造成公司证券交易价格异常波动，根据上海证券交易所的相关规定，经公司申请，公司A股股 票(证券简称：镇洋发展，证券代码：603213)、可转换公司债券(转债简称：镇洋转债，转债代码： 113681)以及可转换公司债券转股将于2025年8月20日(星期三)开市时起开始停牌，预计停牌时间不超 过10个交易日。 镇洋发展今晚发布关于筹划重大资产重组停复牌的公告。2025年8月19日，公司接到控股股东浙江 省交通投资集团有限公司《关于筹划重大资产重组事项的通知》，拟筹划浙江沪杭甬高速公路股份有限 公司(以下简称"浙江沪杭甬")和浙江镇洋发展股份有限公司(以下简称"镇洋发展"、"公司"或"本公司")进行 重大资产重组，即由浙江沪杭甬向镇洋发展全体股东发行A股股票，通过换股方式吸收合并镇洋发展(以 下简称"本次交易")。 ...

Core Viewpoint - The company is planning a significant asset restructuring involving a merger with Zhejiang Hu-Hang-Yong Highway Co., Ltd, as notified by its controlling shareholder, Zhejiang Provincial Transportation Investment Group Co., Ltd [1] Group 1 - The transaction will involve Zhejiang Hu-Hang-Yong issuing A-shares to all shareholders of the company in exchange for shares, effectively merging the two entities [1] - The company's A-shares and convertible bonds will be suspended from trading starting August 20, 2025, with an expected suspension period of no more than 10 trading days [1]

转自：北京日报客户端 二、关于"祥源文旅称神树坪基地单方面制止批复国宝的基础降温设施经费"谣言 卧龙中华大熊猫苑所有大熊猫饲养管理工作均由基地负责实施，大熊猫降温措施也由基地根据天气情况 和饲养管理实际来决定。祥源文旅完全信任基地的专业和权威，不可能也不会单方面提出为大熊猫安装 空调，更不存在基地拒绝接受安装空调的情况。 众所周知，耿达镇夏季凉爽，享有避暑胜地美誉，偶尔出现炎热天气时，神树坪基地均适时采取提供冰 块的方式为大熊猫降温。同时，大熊猫内外圈舍门除饲养员打扫卫生、投放食物等情况外，均开着让大 熊猫自由进出。随着全球气候变暖，气温升高已是不可逆趋势，基地会根据实际情况及时采取降温措施 以保障大熊猫的安全。 卧龙中景信生态旅游开发有限公司 2025年8月17日 近日，"卧龙大熊猫苑"微信公众号发布一则关于"大熊猫降温设施"相关不实信息的声明。全文如下： 近日，我司关注到部分网络用户散布关于"接线员回复'给大熊猫送冰块就不能送竹子'""祥源文旅称神树 坪基地单方面制止批复国宝的基础降温设施经费"等不实言论，严重误导公众并损害我司及合作单位的 声誉。现就相关情况郑重声明如下： 一、关于"接线员回复'给大熊猫 ...

Investment Rating - The industry is rated as "stronger than the market" with an expected relative increase of over 10% compared to the market index in the next six months [38]. Core Insights - The heavy holding ratio for the social service industry in Q2 2025 is 0.09%, a decrease of 0.03 percentage points from the previous quarter, ranking 30th among 31 first-level industries, indicating a position at the bottom of the industry [11][35]. - The current heavy holding ratio is significantly below the five-year historical average of 0.49%, suggesting substantial room for rebound [11][35]. - The education sector shows a rebound in interest, while the hotel and restaurant sector remains at a low holding ratio [18][35]. - The implementation and optimization of the national visa-free policy is expected to continue boosting the tourism market, alongside new opportunities arising from the establishment of duty-free shops [35]. Summary by Sections Heavy Holding Ratio Analysis - In Q2 2025, there are 344 funds heavily invested in the social service industry, a decrease of 59 funds from the previous quarter, with a total market value of 6.225 billion yuan, down by 1.786 billion yuan [11][35]. - The heavy holding ratio for the hotel and restaurant sector is at 0.02%, down 0.01 percentage points, while the tourism and scenic area sector is at 0.03%, showing a slight decline [18][35]. Sector Performance - The professional services sector has seen a decrease in heavy holding ratio to 0.03%, while the education sector has slightly increased to 0.01% [18][35]. - The hotel and restaurant sector's heavy holding ratio has been declining since reaching a peak in Q2 2022 [18][35]. Individual Stock Performance - The top ten stocks in the social service sector have a combined heavy holding ratio of 0.072%, down 0.03 percentage points from Q1 2025 [27][28]. - Notable increases in heavy holding ratios were observed for stocks such as Dou Shen Education and Changbai Mountain, while significant decreases were noted for Huace Detection and Su Shi Testing [30][31].

"成都网络辟谣"消息，近日，针对网络上出现关于"接线员回复'给大熊猫送冰块就不能送竹子'""祥源文 旅称神树坪基地单方面制止批复国宝的基础降温设施经费"等不实言论，卧龙大熊猫苑相关公司发布了 声明： 二、关于"祥源文旅称神树坪基地单方面制止批复国宝的基础降温设施经费"谣言 近日，我司关注到部分网络用户散布关于"接线员回复'给大熊猫送冰块就不能送竹子'""祥源文旅称神树 坪基地单方面制止批复国宝的基础降温设施经费"等不实言论，严重误导公众并损害我司及合作单位的 声誉。现就相关情况郑重声明如下： 一、关于"接线员回复'给大熊猫送冰块就不能送竹子'"谣言 我司接线员从未回复过公众"给大熊猫送冰块就不能送竹子"。每只大熊猫的食谱及供给量均按照饲养管 理要求并根据大熊猫个体情况由专业饲养团队制定，同时，基地也会根据天气情况适时给每只大熊猫提 供冰块。无论食物供给还是冰块提供均充分保障大熊猫健康和福利，竹子和冰块的提供不存在"二选 一"的情况。 众所周知，耿达镇夏季凉爽，享有避暑胜地美誉，偶尔出现炎热天气时，神树坪基地均适时采取提供冰 块的方式为大熊猫降温。同时，大熊猫内外圈舍门除饲养员打扫卫生、投放食物等情况外，均开着 ...

证券之星消息，8月18日旅游及景区板块较上一交易日上涨2.16%，西藏旅游领涨。当日上证指数报收于 3728.03，上涨0.85%。深证成指报收于11835.57，上涨1.73%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 600749 | 西藏旅游 | 29.44 | 10.01% | 32.50万 | | 9.43 亿 | | 000796 | 凯撒旋业 | 5.28 | 10.00% | 111.13万 | | 5.75亿 | | 600054 | 黄山旅游 | 12.31 | 3.53% | 35.80万 | | 4.38亿 | | 600593 | 大连圣亚 | 32.26 | 3.13% | 6.26万 | | 2.02亿 | | 603136 | 天目湖 | 12.88 | 2.79% | 12.97万 | | 1.67亿 | | 002707 | 众信旅游 | 7.83 | 2.35% | 49.40万 | | 3.85亿 | ...

Core Viewpoint - The company Xiangyuan Cultural Tourism (600576) is planning to hold a temporary shareholders' meeting to address financial issues and provide guarantees for subsidiaries [2][4]. Trading Information Summary - On August 15, 2025, Xiangyuan Cultural Tourism closed at 7.54 yuan, up 1.89%, with a turnover rate of 2.34%, trading volume of 154,300 shares, and a transaction amount of 115 million yuan [1]. - The net inflow of main funds was 3.2% of the total transaction amount, amounting to 3.6865 million yuan, while retail investors experienced a net outflow of 1.75% [2][4]. Company Announcement Summary - The company plans to use surplus reserves to cover losses, with an accumulated undistributed profit of -519,039,541.17 yuan as of the end of 2024. It intends to use 45,910,432.29 yuan from surplus reserves and 473,129,108.88 yuan from capital reserves to improve its financial situation [2]. - The meeting will also discuss providing guarantees for subsidiaries, with Xiangyuan Kunpeng and Shaoguan Xiangyuan Danxia Mountain Tourism Co., Ltd. guaranteeing a fixed asset loan of 483.77 million yuan from Postal Savings Bank [2].

Core Viewpoint - Zhejiang Xiangyuan Cultural Tourism Co., Ltd. is holding a temporary shareholders' meeting to discuss two key proposals: using reserve funds to cover losses and providing guarantees for subsidiaries [6][9]. Group 1: Shareholders' Meeting Regulations - Shareholders must present identification and relevant documents to attend the meeting [1]. - Late arrivals will not be counted in the voting process unless approved by the chairman [1]. - Each shareholder has the right to speak and vote, but must respect the meeting's order and other shareholders' rights [1][2]. - The meeting will have a 20-minute speaking arrangement, with each shareholder limited to 3 minutes [2]. Group 2: Proposal for Using Reserve Funds - The company plans to use reserve funds to cover accumulated losses, with a total of -519,039,541.17 yuan in undistributed profits as of December 31, 2024 [6]. - The proposal includes using 9,929,205.32 yuan from discretionary reserves and 35,981,226.97 yuan from statutory reserves, with any remaining losses covered by capital reserves [7]. - This action aims to improve the company's financial status and enhance investor returns [7][8]. Group 3: Proposal for Providing Guarantees - The company’s wholly-owned subsidiary, Zhejiang Xiangyuan Kunpeng Cultural Tourism Development Co., Ltd., will provide guarantees for its subsidiary, Shaoguan Xiangyuan Danxia Mountain Cultural Tourism Industry Development Co., Ltd., to secure a loan of 483.77 million yuan from Postal Savings Bank [10]. - The guarantees include a maximum of 314.45 million yuan from Xiangyuan Kunpeng and 483.77 million yuan from Shaoguan Xiangyuan Tourism [10][14]. - The financing is intended for the construction of the Danxia Mountain leisure tourism resort, aiming to enhance the brand and establish it as a world-class tourist destination [15].

2025年第三次临时股东大会 | 2025年第三次临时股东大会会议须知 | 2 | | --- | --- | | 2025年第三次临时股东大会表决及选举办法 | 3 | | 2025年第三次临时股东大会会议议程 | 4 | | 议案一：《关于使用公积金弥补亏损的议案》 | 5 | | 议案二：《关于全资（控股）孙、子公司为控股孙公司提供担保的议 | | | 案》 | 6 | 1 浙江祥源文旅股份有限公司 2025年第三次临时股东大会会议须知 各位股东及股东代表： 为维护股东的合法权益，确保股东在本公司2025年第三次临时股东大会期间依法行使 权利，保证股东大会的正常秩序和议事效率，依据中国证券监督管理委员会《上市公司股 东会规则》的有关规定，制定如下有关规定： 一、凡参加现场会议的股东请按规定出示股东账户卡、身份证或法人单位证明以及授 权委托书等证件，经验证后领取会议资料，方可出席会议。 会 议 资 料 浙江祥源文旅股份有限公司 二〇二五年八月二十一日 目 录 二、大会正式开始后，迟到股东人数、股权额不计入表决数。特殊情况，应经主席团 同意并向大会签到处申报。 三、会议期间，全体出席人员应以维护股东的合法权 ...