尾盘旅游股再度逆势拉升，曲江文旅涨停，此前云南旅游2连板，华天酒店、西安饮食、西安旅游、西 藏旅游、丽江股份跟涨。消息面上，今年国庆假期恰逢中秋节，长达八天的"超级黄金周"激发了多样化 出行需求。携程9月17日发布的2025国庆旅游趋势预测报告显示，截至目前，该平台国庆假期跨省游订 单量同比增长45%。 ...

证券代码：600706 证券简称：曲江文旅 编号：临 2025-042 西安曲江文化旅游股份有限公司 关于公开挂牌转让温州雁荡山曲文旅游发展有限公司 38%股权挂牌结果的公告 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。 2025 年 7 月 10 日公司披露了《关于公开挂牌转让温州雁荡山曲文旅游发展有 限公司 38%股权的公告》（编号：临 2025-035）。近日，公司收到西部产权交易所 通知，北京恒利信远科技投资有限公司（以下简称：恒利信远，与公司无关联关 系）为本次股权交易受让方，恒利信远已完成交易价款的缴纳。公司将根据该事 项进展情况及时履行信息披露义务。 西安曲江文化旅游股份有限公司董事会 2025 年 9 月 17 日 特此公告。 ...

曲江文旅公告，公司公开挂牌转让的温州雁荡山曲文旅游发展有限公司38%股权已成功转让给北京恒利 信远科技投资有限公司。恒利信远已完成交易价款的缴纳，公司将根据进展情况及时履行信息披露义 务。 ...

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]

证券代码：600706 证券简称：曲江文旅 编号：临 2025-041 西安曲江文化旅游股份有限公司 关于控股股东所持部分股份拟被拍卖的提示性公告 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。 二、拍卖价格 展示价为三笔 3,088.4 万元和一笔 162.16648 万元，合计 9,427.36648 万元。 起拍价为 2025 年 10 月 13 日（不含）前 20 个交易日收盘价均价的 70%乘以总 股数。 我司目前正在积极推动该事项的解决方案，要求欠款方尽快还款，解决该事 项，保障我司对上市公司控制权的稳定性，进展情况将及时告知上市公司。" 二、其他相关说明及风险提示 1、本次拟被拍卖的股份处于冻结状态。 一、本次拟被拍卖情况 西安曲江旅游投资（集团）有限公司（以下简称：旅游投资集团）因债务担 保为曲江文化产业资本运营管理有限公司（以下简称：资本运营公司）向绍兴柯 桥汇金小额贷款股份有限公司（以下简称：绍兴柯桥小贷公司）借款连带责任保 证担保，因该担保事项，旅游投资集团所持有公司的共计 12,210,033 万股股票 ...

2025年9月15日，西安曲江文化旅游股份有限公司发布公告，其控股股东西安曲江旅游投资（集团）有 限公司因债务担保，所持公司12,210,033股股票被司法冻结。浙江省绍兴市中级人民法院将于10月13日 10时至10月14日10时在淘宝网司法拍卖网络平台公开拍卖该部分股票，分四笔进行，展示价合计 9,427.36648万元，起拍价按相关规则计算。旅游投资集团正积极推动解决方案，要求欠款方尽快还款。 本次拟拍卖股份处于冻结状态，不影响公司生产经营，也不会导致控股股东及实控人变更。 ...

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]

西安曲江文化旅游股份有限公司 关于控股股东所持部分股份拍卖进展公告 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。 证券代码：600706 证券简称：曲江文旅 编号：临 2025-040 公司于 2025 年 8 月 8 日披露了《西安曲江文化旅游股份有限公司关于控股股 东所持部分股份拍卖的结果公告》（详见公告编号：临 2025-037）。2025 年 9 月 8 日，公司收到控股股东西安曲江旅游投资（集团）有限公司（以下简称：旅游投 资集团）出具的《西安曲江旅游投资（集团）有限公司关于所持曲江文旅部分股 份司法拍卖进展的通知》，主要内容如下： "根据我司 2025 年 8 月 6 日《关于所持曲江文旅部分股份司法拍卖进展的通 知》相关内容，2025 年 8 月 5 日用户陕西润研科技有限责任公司竞得曲江文旅 1200 万股股票。 目前根据浙江省绍兴市中级人民法院《告知书》，买受人已放弃此次竞价结 果。后续如有相关进展，我司将及时告知上市公司。" 公司指定的信息披露媒体为《中国证券报》及上海证券交易所网站 http://www ...

Core Insights - The tourism and scenic area industry has shown a mixed performance in the first half of 2025, with 23 listed companies reporting a total revenue of 17.55 billion yuan, a year-on-year increase of 4.8%, but a net profit of 1.167 billion yuan, down 4.25% [2][3] - The divergence in performance among companies is attributed to differences in tourism resources, location conditions, operational models, and capital operation capabilities, reflecting a deepening marketization process in the tourism industry [2][3] Revenue Performance - Among the listed companies, China Youth Travel Service (中青旅) led with a revenue of 4.866 billion yuan, while Tibet Tourism (西藏旅游) reported less than 100 million yuan [3][4] - Ten companies achieved positive revenue growth, with Tianfu Culture and Tourism (天府文旅) leading at an 86.75% increase, followed by Xiangyuan Culture and Tourism (祥源文旅) at 35.41% and Jiuhua Tourism (九华旅游) at 22.26% [3][4] Profitability Analysis - Seven companies, including Changbai Mountain (长白山) and Dalian Shengya (大连圣亚), reported losses, with Changbai Mountain transitioning from profit to loss due to extreme weather and rising costs [4][8] - Companies like Guilin Tourism (桂林旅游) and Tibet Tourism achieved profitability through non-recurring gains, with Guilin reporting a net profit of 8 million yuan, a 141.94% increase [4][5] Challenges Faced - Extreme weather and cost pressures were significant factors leading to losses for several companies, with Changbai Mountain and Dalian Shengya both citing decreased visitor numbers and increased operational costs [8][9] - Yunnan Tourism experienced a substantial revenue decline of 61.22%, primarily due to project delays and losses from its subsidiaries [10] Notable Performers - Xiangyuan Culture and Tourism was the only company to achieve over 30% growth in both revenue and net profit, with a revenue of 500 million yuan and a net profit of 92 million yuan [11] - ST Zhangjiajie (ST张家界) reported a revenue increase of 11.40% to 194 million yuan, with a significant reduction in net loss by 45.60% [12] Visitor Trends - Visitor numbers showed significant variation, with Jiuhua Mountain receiving approximately 5.65 million visitors, a year-on-year increase of 11.81%, while Emei Mountain and Lijiang saw declines in visitor numbers [13]

Core Viewpoint - The launch of the "Qingdao Beer Exchange" in Xi'an represents a successful integration of cultural tourism and commercial activities, creating a unique immersive experience for consumers while promoting the local economy and cultural heritage [3][5][21]. Group 1: Cultural and Commercial Integration - The "Qingdao Beer Exchange" allows consumers to engage in a trading-like experience with beer prices fluctuating in real-time, enhancing the enjoyment of local culture and commerce [3][7]. - The project exemplifies the successful fusion of ancient cultural elements with modern commercial practices, positioning Xi'an as a leading destination for cultural tourism [5][21]. - The collaboration with various brands, such as Master Kong and Anmuxi, showcases the innovative approach to integrating cultural experiences with consumer products [9][11]. Group 2: Night Economy Development - The "Long'an Night·Night Unending" event aims to boost Xi'an's night economy by showcasing key attractions and enhancing nighttime consumer experiences [23][25]. - The design of night tourism experiences is expected to extend visitor stay by 2-4 hours, thereby increasing overall consumption [25][28]. - The ongoing development of the night economy in Xi'an, particularly in the Qujiang area, highlights the city's commitment to enhancing its cultural and commercial landscape [26][30]. Group 3: Policy and Market Trends - Recent government policies emphasize the importance of cultural tourism and its economic potential, encouraging innovative transformations to enhance cultural dissemination [30][31]. - The integration of culture, tourism, and commerce is seen as a necessary strategy for both immediate and long-term economic benefits [31][33]. - The focus on creating immersive cultural experiences aligns with national strategies to stimulate domestic demand and enhance consumer engagement in the cultural tourism sector [30][31].