Group 1 - The stock of Dalian Shengya (600593) closed at 62.14 yuan on November 4, 2025, with a 10.0% increase, reaching the daily limit, and a turnover rate of 11.72% [1] - On November 4, 2025, the net inflow of main funds was 58.39 million yuan, accounting for 6.51% of the total transaction amount [4] - Dalian Shengya was listed on the "Dragon and Tiger List" due to a cumulative price deviation of over 20% in the last three trading days [2] Group 2 - The company reported a revenue of 429 million yuan for the first three quarters of 2025, representing a year-on-year increase of 0.38%, while net profit was 65.97 million yuan, a decrease of 37.27% year-on-year [3][4] - The company is planning to issue A-shares to specific targets and has approved a restricted stock incentive plan for 27 individuals, granting 1,645,000 shares at a price of 17.04 yuan per share [3] - The company confirmed that there are no undisclosed matters that could affect the stock price, and the controlling shareholder has no risk of changes in control [3]

截至2025年11月4日收盘，大连圣亚（600593）报收于62.14元，较前一交易日上涨10.0%，最新总市值 为81.06亿元。该股当日开盘55.93元，最高62.14元，最低55.16元，成交额达8.97亿元，换手率为 11.72%。 公司近日发布股票交易异常波动公告，称其股票连续3个交易日内日收盘价格涨幅偏离值累计超过 20%，属于股票交易异常波动情形。公告显示，公司目前生产经营活动正常，未发生重大变化。公司已 审议通过2025年度向特定对象发行A股股票预案及相关修订，以及2025年限制性股票激励计划，首次授 予27名激励对象1,645,000股限制性股票，授予价格17.04元/股，已完成登记。公司控股股东星海湾投资 表示无应披露未披露事项，所持股份无控制权变动风险。公司未发现对股价有重大影响的媒体报道或传 闻。公司2025年前三季度营收4.29亿元，同比增长0.38%；净利润6,596.71万元，同比下降37.27%。本次 发行尚需交易所审核及证监会注册，存在不确定性。董事会确认无应披露未披露事项。 最新公告列表 《股票交易异常波动公告》 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备3 ...

Group 1 - The company Dalian Shengya announced that its stock trading experienced an abnormal fluctuation, with the cumulative closing price increase exceeding 20% over three consecutive trading days from October 31 to November 4, 2025 [1] - The company confirmed that there are no undisclosed significant matters as of the date of the announcement [1]

Core Viewpoint - The recent drop in temperatures has led to a surge in interest in the ice and snow economy, with related stocks experiencing significant price increases as the ice and snow tourism season begins [3][4]. Group 1: Stock Performance - On November 4, ice and snow concept stocks saw collective price increases, with notable gains including: - Jingxue Energy (301010.SZ) up 13.49% - Dalian Shengya (600593.SH) initially up 9%, closing at 7.43% - Xue Ren Group (002639.SZ) hitting a price limit, peaking at 12.45 - Bing Shan Re Leng (000530.SZ) up 6.04% - Xiyu Tourism (300859.SZ) up 5.75%, peaking at 42.09 [3]. Group 2: Tourism Trends - Recent booking data indicates a strong interest in ice and snow tourism, particularly among southern tourists, who make up over 60% of bookings for ice and snow-related products [4][5]. - Popular destinations for ice and snow tourism include Harbin, Beijing, Changchun, Shenyang, Dalian, and others, with Harbin being a particularly favored "internet celebrity" city for travel [4][5]. Group 3: Demographics and Preferences - The primary demographic for ice and snow tourism consists of individuals born in the 1990s and 2000s, accounting for nearly 50% of bookings, with a notable enthusiasm for challenging activities such as skiing and snowmobiling [5][6]. - The opening of various ski resorts has led to increased bookings for transportation, accommodation, and ski packages, contributing to the rise in stock prices of related tourism companies [5]. Group 4: Southern Tourism Demand - As temperatures drop, there is a noticeable increase in demand from northern tourists seeking warmer southern destinations, with a 20% year-on-year increase in bookings for accommodations in provinces like Hainan and Yunnan [6]. - The trend of younger digital nomads and families choosing to spend the winter in southern regions is also on the rise, with significant growth in bookings from the post-95 and post-00 demographics [6].

Core Insights - The recent drop in temperatures has led to a surge in interest in the ice and snow economy, with related stocks experiencing significant price increases [1][2] - The ice and snow tourism season has officially begun, with a notable increase in bookings from southern tourists, who now account for over 60% of the market [1] Group 1: Stock Performance - On November 4, ice and snow concept stocks saw collective gains, with notable increases such as Jingxue Energy rising by 13.49% and Dalian Shengya reaching a peak of 62.14 yuan per share [1] - Other companies like Xue Ren Group and Bingshan Refrigeration also experienced significant stock price increases, with Xue Ren Group hitting a daily limit up [1] Group 2: Tourism Trends - Popular ice and snow tourism destinations include Harbin, Beijing, and Changchun, with Harbin seeing a 23% year-on-year increase in flight bookings from October 29 to December 31 [2] - The primary demographic for ice and snow tourism is the post-90s and post-00s generations, who account for nearly 50% of bookings, with a particular interest in challenging activities like skiing and snowmobiling [2] Group 3: Booking Insights - The opening of various ski resorts has led to a significant increase in bookings for transportation, hotels, and ski packages, contributing to the rise in stock prices of related tourism companies [2]

Group 1 - The ice and snow tourism sector is experiencing significant growth, with stocks like Jingxue Energy rising over 10% and others like Snowman Group and Dalian Shengya hitting their daily limit [2] - A strong cold air mass is expected to impact most regions of China from November 5-9, leading to temperature drops of over 10°C in some areas, which is likely to boost interest in ice and snow activities [2] - Search volume for outdoor ski resorts has surged nearly 900% since mid-October, with specific resorts like Keketohai International Ski Resort seeing a 279% increase in searches [2] Group 2 - The ice and snow industry chain in China has developed a complete ecosystem, benefiting from the "cold resources to hot economy" trend, with investment opportunities in infrastructure, equipment manufacturing, and sports training [3] - The ice and snow tourism sector has seen a nearly 70% increase in stock prices over the past year, with Dalian Shengya up approximately 180% and Jingxue Energy over 100% [3] - Stocks like Miaokelando and Yingpais have potential upside based on the latest target prices, while Changbai Mountain's stock price has exceeded its target by 30.58% [3] Group 3 - A table of ice and snow tourism concept stocks shows various companies with their target prices, potential upside, and net profit figures for the first three quarters, highlighting significant growth in some companies [4] - For instance, Miaokelando has a target price of 31.62 with a 30.06% upside, while Yingpais has a target price of 28.13 with a 17.70% upside [4] - The data indicates that some companies, like Dalian Shengya and Jingxue Energy, are facing challenges with negative year-on-year profit growth [4]

Core Viewpoint - The ice and snow tourism sector is experiencing significant growth, driven by favorable weather conditions and increasing consumer interest, with notable stock performance in related companies [1][2]. Group 1: Market Performance - As of November 4, the ice and snow tourism sector has seen a nearly 70% increase in stock prices over the past year, with companies like Dalian Shengya rising nearly 180% and Jingxue Energy over 100% [2]. - On November 4, Jingxue Energy (301010.SZ) led the gains with over a 10% increase, while Xue Ren Group (002639.SZ) and Dalian Yasheng (600593.SH) hit their daily limit [1]. Group 2: Consumer Trends - Data from Meituan Travel indicates that since mid-October, the search volume for "outdoor ski resorts" has surged nearly 900%, with specific resorts like Keketohai International Ski Resort seeing a 279% increase in searches [1]. - Hotel bookings in the Altay region have increased by over 35% year-on-year, and domestic flight bookings to the region have risen by more than 65% [1]. Group 3: Investment Opportunities - Century Securities highlights a complete ecosystem in China's ice and snow industry, suggesting investment in infrastructure (ski resort renovations), ice and snow equipment production, and sports training/events [2]. - Companies such as Miaokelan Duo (600882.SH) and Yingpais (002899.SZ) still have potential upside based on the latest target prices, while Changbai Mountain (603099.SH) has exceeded its target price by 30.58% [2][3].

Core Insights - The recent drop in temperatures has led to a surge in interest in the ice and snow economy, with related stocks experiencing significant price increases [2] - The ice and snow tourism season has officially begun, attracting attention from investors and travelers alike [2] Group 1: Stock Performance - On November 4, ice and snow concept stocks saw collective gains, with notable increases such as Jingxue Energy rising by 13.49% and Dalian Shengya reaching a peak of 62.14 yuan per share [2] - Other companies like Xue Ren Group and Bing Shan Cold Chain also experienced significant stock price increases, with Xue Ren Group hitting a daily limit up [2] Group 2: Tourism Trends - Major cities like Harbin, Beijing, and Changchun are leading in ice and snow tourism bookings, with Harbin's flight bookings increasing by 23% year-on-year [3] - The demographic of travelers is shifting, with individuals born in the 1990s and 2000s making up nearly 50% of bookings, particularly favoring challenging winter sports [3][4] Group 3: Regional Travel Patterns - Southern tourists are increasingly traveling north for snow experiences, while northern tourists are heading south to escape the cold, with significant growth in bookings for southern warm winter destinations [3][4] - Platforms like Tujia report a 20% year-on-year increase in bookings for southern provinces, with a notable rise in long-term stays [4]

Core Insights - The A-share market experienced a volume contraction and the ChiNext index fell nearly 2% on November 4, 2023 [1] - The ice and snow industry sector showed strong performance, with stocks like Dalian Shenya and Xue Ren Group hitting the daily limit, and Jingxue Energy rising over 13% [1] Industry Trends - According to the National Sports Administration's report, the participation in ice and snow sports is projected to reach 292 million people in the 2024-2025 season, with a participation rate of 20.61%, an increase of 1.93 percentage points year-on-year [1] - Guosheng Securities reported a rise in interest in ice tourism, with a significant increase in search volume for outdoor ski resorts, up nearly 900% since mid-October [1] - Specific ski resorts like Keketohai International Ski Resort and Harbin Ice and Snow World have seen search volume increases of 279% and nearly 163% respectively [1] Market Opportunities - The upcoming spring and autumn holidays are expected to boost off-season travel, as many scenic spots are launching promotional initiatives [1]

格隆汇11月4日｜大连圣亚公告，公司股票连续3个交易日内日收盘价格涨幅偏离值累计超过20%，根据 《上海证券交易所交易规则》的有关规定，属于股票交易异常波动情形。经核查，截至本公告提交日， 不存在应披露而未披露的重大事项。 ...