Group 1 - The upcoming National Day and Mid-Autumn Festival holidays are driving an increase in certain tourism-related stocks in the A-share market [1] - Xi'an Tourism stock has risen over 6%, while Dalian Shengya has increased nearly 4% [1] - Other companies such as Lijiang Co., Lingnan Holdings, and Guilin Tourism have also seen their stocks rise by over 2% [1]

Market Overview - The tourism and scenic spots sector experienced a decline of 1.43% on September 17, with Xiyu Tourism leading the drop [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Stock Performance - Notable gainers included Yunnan Tourism, which rose by 9.96% to a closing price of 6.07, with a trading volume of 1.29 million shares and a transaction value of 770 million [1] - Other stocks like Tibet Tourism and Emei Mountain A also showed slight increases, while several stocks, including Xiyu Tourism and Zhenfu Cultural Tourism, saw declines of 3.95% and 1.52%, respectively [2][1] Capital Flow - The tourism and scenic spots sector saw a net outflow of 717 million from main funds, while retail investors contributed a net inflow of 653 million [2] - The capital flow data indicates that Yunnan Tourism had a net inflow of 96.73 million from main funds, while Emei Mountain A and Tibet Tourism also experienced positive net inflows [3]

Market Overview - On September 15, the tourism and scenic spots sector rose by 0.12% compared to the previous trading day, with Xiyu Tourism leading the gains [1] - The Shanghai Composite Index closed at 3860.5, down 0.26%, while the Shenzhen Component Index closed at 13005.77, up 0.63% [1] Key Performers - Xiyu Tourism (300859) closed at 51.06, up 5.34% with a trading volume of 202,300 shares and a transaction value of 1.019 billion [1] - Songcheng Performance (300144) closed at 9.19, up 2.11% with a trading volume of 926,800 shares [1] - Other notable performers include Xi'an Tourism (000610) up 1.53%, Huangshan Tourism (600054) up 0.90%, and Guilin Tourism (000978) up 0.58% [1] Decliners - Longzi Mountain (603099) closed at 50.03, down 2.91% with a trading volume of 123,300 shares [2] - Dalian Shengya (600593) closed at 37.32, down 1.84% with a trading volume of 58,400 shares [2] - Other notable decliners include Lingnan Holdings (000524) down 1.43% and ST Zhangjiajie (000430) down 0.99% [2] Capital Flow - The tourism and scenic spots sector experienced a net outflow of 401 million in main funds, while retail investors saw a net inflow of 361 million [2] - Speculative funds had a net inflow of 39.31 million [2] Individual Stock Capital Flow - Songcheng Performance saw a main fund net outflow of 19.2 million, while retail investors had a net outflow of 23.37 million [3] - Qujiang Cultural Tourism (600706) had a main fund net inflow of 7.83 million, but a retail net outflow of 8.67 million [3] - Huangshan Tourism (600054) recorded a main fund net inflow of 7.2 million, with retail investors experiencing a net outflow of 4.23 million [3]

Group 1 - The A-share tourism and catering sector showed strong fluctuations, with companies like Caesar Travel and Tianfu Cultural Tourism hitting the daily limit, and others like Dalian Shengya and Changbai Mountain also experiencing significant gains [1] - The upcoming National Day and Mid-Autumn Festival will merge into an 8-day holiday, leading to a peak in travel bookings as the "Golden Week" approaches [1] - According to a report by Zhongxin Tourism Group, the number of travelers during the "Golden Week" is expected to increase by 130% compared to last year, with GMV (Gross Merchandise Volume) rising over 120% [1][2] Group 2 - Domestic travel products in northern regions are seeing high sales, particularly in destinations like Xinjiang, Inner Mongolia, and Gansu, while outbound travel is benefiting from visa-free policies and restored flights, with a 75% increase in destination offerings compared to last year [1][2] - Popular outbound destinations such as Europe and North America have seen traveler numbers increase by 80% and 207% respectively compared to the same period last year [1][2] - Short-haul destinations in Asia and the Middle East have also experienced significant growth, with traveler numbers increasing by 380% and 216% respectively [2] Group 3 - The trend towards smaller group sizes in travel is becoming more pronounced, with team sizes shrinking from 30 to 12-16, and even smaller groups of 10 or fewer emerging in Southeast Asia and domestic short-haul destinations [2] - The Tuniu platform has reported a surge in bookings for the National Day holiday, with popular domestic destinations including Beijing, Shanghai, and Sanya, while outbound destinations like Japan and Indonesia are seeing high demand for free travel products [2][3] - Domestic flight bookings for the upcoming holiday have exceeded 3.26 million, with a daily average increase of about 26% compared to last year, while international flight bookings have surpassed 1.16 million, with a 15% increase [3] Group 4 - Major catering companies are actively preparing for the upcoming consumption peak during the "Golden Week," with brands like Xiaobuxiabu launching new dining models to enhance customer experience and value [3]

Market Overview - The tourism and scenic spots sector increased by 2.78% on September 10, with Caesar Travel leading the gains [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Stock Performance - Key stocks in the tourism sector showed significant gains, with Caesar Travel (000796) rising by 10.05% to a closing price of 6.35 [1] - Tianfu Culture Tourism (000558) increased by 9.97% to 7.28, and Dalian Shengya (600593) rose by 7.81% to 38.80 [1] - Other notable performers included Changzi Mountain (660E09) up 6.58% and Xiyu Tourism (300859) up 4.91% [1] Trading Volume and Capital Flow - The tourism sector saw a net inflow of 8.93 billion yuan from institutional investors, while retail investors experienced a net outflow of 5.01 billion yuan [2] - The trading volume for key stocks included Tianfu Culture Tourism with 291.97 million shares and Caesar Travel with 111.44 million shares [1][2] Individual Stock Capital Flow - Tianfu Culture Tourism had a net inflow of 5.20 billion yuan from institutional investors, while retail investors saw a net outflow of 3.36 billion yuan [3] - Caesar Travel recorded a net inflow of 2.64 billion yuan from institutional investors, with retail investors experiencing a net outflow of 1.43 billion yuan [3] - Other stocks like Dalian Shengya and Xiyu Tourism also showed varying levels of net inflow and outflow among different investor types [3]

Core Viewpoint - The tourism and catering sector experienced a significant rise on October 10, with notable stocks such as Caesar Travel and Tianfu Culture reaching their daily limit, indicating strong market interest in this sector [1] Group 1: Market Performance - The stocks of Caesar Travel and Tianfu Culture hit the daily limit, while Dalian Shengya and Changbai Mountain increased by over 6%, and Junting Hotel and Jinling Hotel rose by more than 3% [1] Group 2: Policy and Industry Outlook - The State Council recently issued an opinion aimed at unleashing the potential of sports consumption and promoting high-quality development in the sports industry, targeting a total scale exceeding 70 trillion yuan by 2030 [1] - The focus includes expanding the supply of sports products and fostering the growth of the ice and snow economy, which is seen as having strategic importance and broad prospects [1] - Previous documents set ambitious targets for the ice and snow industry, aiming for a scale of 1.2 trillion yuan by 2027 and over 1.5 trillion yuan by 2030 [1] - The 2025 "Special Action Plan to Boost Consumption" emphasizes promoting ice and snow consumption and supports the development of globally recognized ice and snow tourism destinations [1]

随着国庆长假临近，市场对旅游板块关注度提升，旅游ETF（562510）近期成交放量明显，其9月8日成 交额（1.78亿）创年内新高。 9月10日，景区及酒店表现活跃，旅游ETF（562510）小幅震荡，持仓股大连圣亚、长白山、金陵饭 店、君亭酒店、众信旅游等领涨，航空板块普遍调整，拖累旅游板块表现。 旅游ETF（562510）跟踪中证旅游主题指数，覆盖旅游景区、航空机场、旅游零售、酒店餐饮等细分领 域。在国庆假期、免签政策扩容、退税政策优化等多重催化下有望受益。 ...

Group 1 - The core point of the announcement is that Dalian Sunasia Tourism Holding Co., Ltd. plans to sign a "Settlement Agreement" with Chongqing Shunyuan, a shareholder of the Zhenjiang project company, after obtaining necessary approvals [1][2][3] - The "Settlement Agreement" is subject to approval by the respective authorities of both parties and will define their rights and obligations [2][3] - The company held a board meeting on September 9, 2025, where the proposal to sign the "Settlement Agreement" was approved and is pending shareholder meeting review [3][4] Group 2 - The background of the transaction involves an investment agreement signed in December 2018, where Dalian Sunasia agreed to transfer part of its equity in Zhenjiang Dabaijing Ocean World to investors [4][5] - In 2019, the investors established a tourism special fund, raising 250 million yuan, with Dalian Sunasia's subsidiary contributing 125 million yuan [4][5] - Due to financial shortages and shareholder disputes, the Zhenjiang project has been suspended since October 2020, prompting negotiations for the "Settlement Agreement" to resolve disputes and facilitate project resumption [4][5] Group 3 - The main terms of the "Settlement Agreement" include Dalian Sunasia agreeing to pledge its 29.02% equity in Zhenjiang Dabaijing after lifting the freeze, with a pledge period initially set at five years [6][7] - If Dalian Sunasia fails to complete the equity pledge, it must provide equivalent bank deposits or other assets as collateral, with penalties for non-compliance [7][8] - Dalian Sunasia is also required to pledge animal assets valued at 50 million yuan within ten working days after signing the agreement [8][9] Group 4 - The agreement allows for the extension of the exit time for investors to no earlier than December 31, 2026, and adjusts the calculation of the agreed price to an 8% annual interest rate for the first three years and 10% thereafter [9][10] - Investors can exercise their exit rights after December 31, 2026, with specific conditions for asset evaluation and sale [10][11] - The agreement stipulates that if significant adverse changes occur in the Zhenjiang Dabaijing project before the exit date, investors can exercise their exit rights immediately [11][12] Group 5 - Dalian Sunasia is required to submit a withdrawal application to the Chongqing Arbitration Commission within 15 working days after completing the agreement's initial terms [14] - The costs related to the agreement, including pledge fees and evaluation fees, will be shared between both parties [14] - Following the signing of the "Settlement Agreement," the company will work with other shareholders to advance financing for the Zhenjiang project to resume construction and operations [14]

证券代码：600593 证券简称：大连圣亚 公告编号：2025-051 大连圣亚旅游控股股份有限公司 关于拟与镇江项目公司股东重庆顺源签署《和解协议》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： 大连圣亚旅游控股股份有限公司（以下简称"大连圣亚"或"公司"）于 2025 年 9 月 9 日召开第九届八次董事会会议，审议通过《关于拟与镇江项目公 司股东重庆顺源签署<和解协议>的议案》，该议案尚需提交公司股东会审议。 具体情况如下： 一、交易背景 公司于 2018 年 12 月与镇江项目公司镇江大白鲸海洋世界有限公司（以下简 称"镇江大白鲸"）、重庆现代物流产业股权投资基金管理有限公司（现更名为： 重庆长嘉纵横私募股权投资基金管理有限公司（以下简称"投资人"））签订《投 资协议》，约定大连圣亚将镇江大白鲸部分股权转让给投资人及投资人退出等事 宜，投资人及其关联方于协议签署后成立一支旅游专项基金以协议约定之条件和 内容投资镇江大白鲸，旅游专项基金成立后，投资人即指定其承受协议所述投资 人之全部权利和义务。 ...

大连圣亚旅游控股股份有限公司 证券代码：600593 证券简称：大连圣亚 公告编号：2025-052 关于召开2025年第二次临时股东会的通知 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： 一、 召开会议的基本情况 （一）股东会类型和届次 召开地点：大连圣亚旅游控股股份有限公司三楼会议室 2025年第二次临时股东会 本次股东会所采用的表决方式是现场投票和网络投票相结合的方式 （四）现场会议召开的日期、时间和地点 召开的日期时间：2025 年 9 月 25 日 14 点 30 分 （五）网络投票的系统、起止日期和投票时间。 网络投票系统：中国证券登记结算有限责任公司上市公司股东会网络投票 系统 网络投票起止时间：自2025 年 9 月 24 日至2025 年 9 月 25 日 投票时间为：2025 年 9 月 24 日 15:00 至 2025 年 9 月 25 日 15:00 止 （六）融资融券、转融通、约定购回业务账户和沪股通投资者的投票程序 股东会召开日期：2025年9月25日 本次股东会采用的网络投票系 ...