证券代码：600593 证券简称：大连圣亚 公告编号：2025-065 大连圣亚旅游控股股份有限公司 （一）生产经营情况 股票交易异常波动公告 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： 一、股票交易异常波动的具体情况 公司股票交易自 2025 年 10 月 31 日、2025 年 11 月 3 日、2025 年 11 月 4 日 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。 二、公司关注并核实的相关情况 针对公司股票交易异常波动，公司通过自查、书面征询等方式对有关事项进 行了核查，现将核实情况说明如下： 公司目前生产经营活动正常，未发生重大变化。 （二）重大事项情况 1.关于 2025 年度向特定对象发行 A 股股票事项 公司 2025 年 7 月 26 日召开第九届六次董事会会议、第九届五次监事会会议， 及 2025 年 9 月 25 日召开 2025 年第二次临时股东会，审议通过了《关于公司 2025 年度向特定对象发 ...

Core Viewpoint - The stock of Dalian Shengya experienced an abnormal fluctuation with a cumulative price deviation exceeding 20% over three consecutive trading days from October 31 to November 4, 2025, while the company's operations remain normal [1] Financial Performance - For the first three quarters of 2025, the company reported revenue of 429 million yuan, reflecting a year-on-year increase of 0.38% [1] - The net profit for the same period was 65.97 million yuan, showing a year-on-year decline of 37.27% [1] Stock Incentive Plan - The company is advancing its A-share stock issuance and restricted stock incentive plan for specific targets in 2025 [1] - On October 30, 2025, the company completed the initial grant registration of the restricted stock incentive plan, awarding 1.645 million shares to 27 incentive targets at a grant price of 17.04 yuan per share [1] Shareholder Activity - The controlling shareholder stated that there were no stock transactions during the period of abnormal fluctuation and confirmed that there are no undisclosed matters [1]

Group 1: Institutional Trading Insights - A total of 36 stocks were listed on the institutional trading leaderboard, with 19 stocks experiencing net buying and 17 stocks facing net selling [1] - The top three stocks with the highest net buying by institutions were: Haixia Innovation (224 million), Asia-Pacific Pharmaceutical (88.31 million), and Shenzhou Information (63.68 million) [1] Group 2: Company Profiles - Haixia Innovation, a local company in Fujian, specializes in intelligent solutions for building and public safety management, focusing on smart construction and public safety management [2] - The company is backed by four institutions with a net buying amount of 224 million [2] - Xiamen State-owned Assets Supervision and Administration Commission holds a controlling stake in Xiamen Construction Machinery, which primarily manufactures loaders, excavators, and shield machines [4] Group 3: Industry Developments - The 27th Harbin Ice and Snow World is currently under preparation, with the park area expanding to 1.2 million square meters and a total ice and snow usage of 400,000 cubic meters, marking a record high [5]

Core Insights - The camping economy concept has seen a rise of 0.60%, ranking 7th among concept sectors, with 25 stocks increasing in value, including Wanlima and Dalian Shengya reaching the daily limit up [1][2] Market Performance - The top gainers in the camping economy sector include: - Wanlima: +20% - Dalian Shengya: +10% - Yuma Technology: +9.31% - Lingnan Holdings: +3.88% - Sanmu Group: +2.83% [1][2] - The top decliners in the sector include: - Xinghua New Materials: -4.05% - Jiuliang Co.: -3.40% - Juxing Technology: -3.01% [1][2] Capital Flow - The camping economy sector experienced a net inflow of 0.36 billion yuan, with 24 stocks receiving net inflows, and 7 stocks exceeding 10 million yuan in net inflow [2] - The leading stocks in terms of net capital inflow are: - Wanlima: 4.08 billion yuan - Dalian Shengya: 544.13 million yuan - Lingnan Holdings: 247.20 million yuan - Sanmu Group: 193.52 million yuan [2][3] Capital Inflow Ratios - The stocks with the highest net inflow ratios include: - Wanlima: 28.55% - Xiangyuan Cultural Tourism: 10.86% - Langte Intelligent: 7.57% [3][4]

Group 1 - The ice and snow industry concept rose by 1.35%, ranking third among concept sectors, with 32 stocks increasing, including Dalian Shenya and Xue Ren Group hitting the daily limit [1][2] - Notable gainers included Jingxue Energy, Changbaishan, and Bingshan Refrigeration, which rose by 13.49%, 7.38%, and 6.04% respectively [1][2] - The largest net inflow of main funds was seen in Xue Ren Group, with a net inflow of 5.36 billion yuan, followed by Changbaishan and Dalian Shenya with net inflows of 576.98 million yuan and 544.13 million yuan respectively [2][3] Group 2 - The main fund inflow ratio was highest for Xue Ren Group, Huashang City A, and Xiangyuan Cultural Tourism, with net inflow rates of 24.91%, 11.52%, and 10.86% respectively [3] - The ice and snow industry concept saw a total net inflow of 446 million yuan, with 22 stocks receiving net inflows, and 6 stocks exceeding 30 million yuan in net inflows [2][3] - Stocks with significant net inflows included Xue Ren Group, Changbaishan, Dalian Shenya, and Xiyu Tourism, with respective net inflows of 535.54 million yuan, 57.69 million yuan, 54.41 million yuan, and 47.73 million yuan [3]

Group 1 - The tourism and scenic spots sector increased by 2.23% on November 4, with Dalian Shengya leading the gains [1] - The Shanghai Composite Index closed at 3960.19, down 0.41%, while the Shenzhen Component Index closed at 13175.22, down 1.71% [1] - Dalian Shengya's stock price rose by 10.00% to 62.14, with a trading volume of 150,900 shares and a transaction value of 897 million yuan [1] Group 2 - The main capital inflow in the tourism and scenic spots sector was 297 million yuan, while retail investors saw a net outflow of 277 million yuan [2] - The stock of Changzi Mountain saw a net inflow of 75.34 million yuan, while West Region Tourism had a net inflow of 62.85 million yuan [3] - Dalian Shengya experienced a net inflow of 58.39 million yuan from main capital, despite a net outflow of 13.20 million yuan from retail investors [3]

Core Viewpoint - The tourism sector is experiencing significant growth, with stocks like Dalian Shengya reaching historical highs, driven by policies aimed at boosting service consumption and domestic demand [1] Group 1: Market Performance - Dalian Shengya has hit the daily limit up and reached a historical high [1] - Changbai Mountain has increased by approximately 7%, while Xiyu Tourism and Lingnan Holdings have risen by about 5% [1] Group 2: Policy Impact - Current economic support measures are focused on stabilizing growth and enhancing domestic demand, leading to a shift in service consumption towards becoming the mainstay of resident spending [1] - The implementation of various measures from the "Several Policy Measures for Expanding Service Consumption" is expected to gradually yield positive effects [1] Group 3: Investment Recommendations - In the cultural tourism sector, there is a dual driving force from inbound tourism and youth travel demand, suggesting a focus on leading inbound travel agencies and scenic spots that align with the spring and autumn travel rhythm [1] - In the sports sector, the economic impact of events is significant, with potential in tourism, dining, and IP products derived from events, recommending attention to sports companies involved in event operations and related services [1]

Group 1 - The A-share market is seeing a strong performance in the ice and snow economy concept stocks, with notable gains in several companies [1] - Xue Ren Group reached the daily limit increase of 9.98%, with a total market value of 9.619 billion [2] - Dalian Shengya increased by 7.82%, with a market value of 7.945 billion, and has a year-to-date increase of 67.89% [2] - Jingxue Energy rose by 6.36%, with a market value of 2.819 billion and a year-to-date increase of 11.98% [2] - Iceberg Cold Chain saw a 5.01% increase, with a market value of 6.012 billion and a year-to-date increase of 19.52% [2] - Tongda Chuangzhi increased by 4.51%, with a market value of 3.031 billion and a year-to-date increase of 42.16% [2] - Changbai Mountain rose by 4.04%, with a market value of 15 billion and a year-to-date increase of 33.51% [2] - The MACD golden cross signal has formed, indicating a positive trend for these stocks [1]

Group 1 - Dalian Shengya's stock price reached a historical high, increasing by 2.32% to 57.80 yuan, with a trading volume of 2.4968 million shares and a transaction value of 142 million yuan, resulting in a turnover rate of 1.94% [2] - The company's latest A-share total market capitalization is 7.54 billion yuan, while the A-share circulating market capitalization is 7.4445 billion yuan [2] - In the social services industry, Dalian Shengya is among the 27 stocks that increased in price, with notable gains from other companies like Sanxia Tourism and Xigao Hospital [2] Group 2 - For the first three quarters, the company reported an operating income of 429 million yuan, reflecting a year-on-year growth of 0.38%, while net profit was 65.9671 million yuan, showing a decline of 37.27% [2] - The basic earnings per share stood at 0.5122 yuan, and the weighted average return on equity was 36.43% [2]

Core Viewpoint - The ice and snow tourism index experienced a 2% increase, indicating a positive trend in the sector [1] Company Performance - Dalian Shenya saw a significant rise of 7.01% in its stock price [1] - Jingxue Energy increased by 6.36% [1] - Changbai Mountain's stock rose by 3.84% [1] - Iceberg Cold and Heat gained 1.47% [1] - Inpai Si experienced a 1.17% increase [1]