旅游餐饮板块30日强势上扬，截至发稿，凯撒旅业、西藏旅游涨停，天府文旅涨超4%，岭南控股涨逾 2%。 中银证券指出，入境免签政策发力下，入境游增长明显，据国家移民管理局统计，2025年上半年，全国 移民管理机构累计查验出入境人员3.33亿人次，同比上升15.8%。此外，暑期文旅旺季已至，据国铁集 团数据，7月1日至8月31日，全国铁路预计发送旅客9.53亿人次，同比增长5.8%，旅游出行市场有望保 持高景气运行，建议关注后续业绩增长确定性强的出行链及产业相关公司。 值得注意的是，西藏旅游已连续8个交易日涨停。公司29日晚间提示，鉴于近日公司股价波动幅度较 大，可能存在市场情绪过热、非理性炒作，以及短期上涨过快可能出现的下跌风险，敬请广大投资者审 慎决策，理性投资。公司未发现需要澄清的媒体报道或市场传闻，公司未与雅鲁藏布江下游水电工程相 关单位开展业务合作。 消息面上，公安部副部长、国家移民管理局局长王志忠7月30日在国新办举行的"高质量完成'十四五'规 划"系列主题新闻发布会上介绍，"十四五"期间，各类免签政策积极推进优化，我国对75个国家实行单 方面免签或全面互免签证；过境免签国家扩展到55个，入境口岸增加 ...

近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.07.29 | 10.00 | 1.76 | 843.12 | | 2025.07.28 | 10.02 | 5.08 | 150.44 | | 2025.07.25 | 9.99 | 7.90 | 1979.87 | | 2025.07.24 | 9.99 | 5.87 | 6755.62 | | 2025.07.23 | 10.02 | 14.09 | 6626.99 | | 2025.07.22 | 10.04 | 9.42 | 4175.59 | | 2025.07.21 | 10.04 | 3.03 | 3971.17 | | 2025.07.18 | 0.67 | 1.66 | -48.58 | | 2025.07.17 | 0.51 | 1.58 | 140.02 | | 2025.07.16 | 0.00 | 1.42 | -126.92 | （文章来源：证券时报网） 西藏旅游盘中涨停，已连收8个涨停板，截至9:31，该股报25.64 ...

Group 1 - The concept stocks related to Tibet are showing active performance, with Tibet Tourism hitting the daily limit and achieving an 8-day consecutive rise [1] - Tibet Tianlu and Qizheng Tibetan Medicine have increased by over 4%, indicating strong interest in the sector [1] - Other companies such as Meihua Biological are also experiencing gains, reflecting a broader positive trend in the market [1]

Group 1 - The China-US economic talks were held in Stockholm, where both sides agreed to extend the suspension of the US's 24% reciprocal tariffs and China's countermeasures for another 90 days [6] - The IMF significantly raised its economic growth forecast for China, increasing the expected growth rate for this year by 0.8 percentage points due to stronger-than-expected economic activity in the first half of the year and substantial tariff reductions [10] - The Hong Kong Monetary Authority released documents regarding the regulatory framework for stablecoin issuers, set to be implemented on August 1, 2025, including guidelines for licensed stablecoin issuers and anti-money laundering measures [7] Group 2 - The Ministry of Finance announced the implementation of a national childcare subsidy system, with an estimated annual distribution of around 100 billion yuan, which is expected to stimulate demand in related industries [12] - The State-owned Assets Supervision and Administration Commission announced the establishment of China Changan Automobile Group Co., Ltd., which will be managed by the State Council [6] - The economic performance of state-owned enterprises showed a total revenue of 40,749.59 billion yuan in the first half of the year, a year-on-year decrease of 0.2%, and total profits of 2,182.53 billion yuan, down 3.1% [8]

Key Points - The article discusses the recent developments in China-US trade talks, highlighting the agreement to extend the suspension of certain tariffs for 90 days [6] - The International Monetary Fund (IMF) has significantly raised its economic growth forecast for China, citing stronger-than-expected economic activity in the first half of the year [10] - The Hong Kong Monetary Authority has released documents regarding the regulatory framework for stablecoin issuers, set to be implemented on August 1, 2025 [4][7] - The Chinese government has announced a new childcare subsidy program, which is expected to have an annual scale of around 100 billion yuan [14] - The performance of state-owned enterprises in China showed a slight decline in revenue and profit for the first half of the year, with total revenue at 40,749.59 billion yuan, down 0.2% year-on-year [8] Group 1: China-US Trade Talks - The China-US trade talks held in Stockholm involved discussions on macroeconomic policies and trade relations, with both sides agreeing to extend the suspension of certain tariffs for 90 days [6] Group 2: Economic Forecasts - The IMF has raised its growth forecast for China by 0.8 percentage points for this year, attributing the adjustment to stronger economic activity and reduced tariffs [10] Group 3: Regulatory Developments - The Hong Kong Monetary Authority has published guidelines for stablecoin issuers, which include anti-money laundering measures and licensing procedures [4][7] Group 4: Childcare Subsidy Program - The newly announced childcare subsidy program is projected to reach an annual distribution of approximately 100 billion yuan, potentially boosting demand in related sectors [14] Group 5: State-Owned Enterprises Performance - In the first half of the year, state-owned enterprises reported total revenue of 40,749.59 billion yuan, a decrease of 0.2% year-on-year, with profits also declining by 3.1% [8]

Core Viewpoint - The stock of Tibet Tourism Co., Ltd. has experienced significant fluctuations, leading to a series of announcements regarding abnormal trading and risk warnings, urging investors to make cautious decisions [1][2]. Group 1: Company Performance - As of the announcement date, the company's main business operations and environment have not undergone significant changes compared to previous disclosures. The projected revenues for 2023 and 2024 are 213.04 million and 213.41 million respectively, with net profits of 14.50 million and 16.69 million [1]. Group 2: Market Trading Risks - The company's stock has closed at the daily limit price for seven consecutive trading days from July 21 to July 29, 2025. The static price-to-earnings ratio is 317.05, and the price-to-book ratio is 5.12. The trading turnover rate on July 29 was 1.76% [1]. Group 3: Media and Market Rumors - As of the announcement date, the company has not identified any media reports or market rumors that require clarification. Additionally, the company has not engaged in business cooperation with entities related to the Yarlung Tsangpo River downstream hydropower project [3]. Group 4: Risk Warnings - The company has verified that there are no other significant events that could substantially impact its stock price. Investors are reminded to refer to the official announcements on the Shanghai Stock Exchange website for accurate information [4].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600749 证券简称：西藏旅游 公告编号：2025-027号 西藏旅游股份有限公司 股票交易风险提示公告 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。 ● 西藏旅游股份有限公司（以下简称"公司"）股票于2025年7月21日至7月29日连续七个交易日以涨停价 收盘，公司已连续五次披露股票交易异常波动公告和风险提示公告。 ● 鉴于近日公司股价波动幅度较大，可能存在市场情绪过热、非理性炒作，以及短期上涨过快可能出现 的下跌风险，敬请广大投资者审慎决策，理性投资。 特此公告。 截至本公告披露日，公司主营业务、生产经营情况以及经营环境与前期披露的信息相比未发生重大变 化，不存在应披露而未披露的信息。2023年-2024年，公司营业收入分别为21,304万元、21,341万元，归 属于上市公司股东的净利润分别为1,450万元、1,669万元。 西藏旅游股份有限公司 二、二级市场交易风险提示 公司股票在2025年7月21日、7月22日、7月23日、7月24日、7月25日、7月2 ...

证券代码：600749 证券简称：西藏旅游 公告编号：2025-027 号 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。 ? 西藏旅游股份有限公司（以下简称"公司"）股票于 2025 年 7 月 21 日至 动公告和风险提示公告。 ? 鉴于近日公司股价波动幅度较大，可能存在市场情绪过热、非理性炒作， 以及短期上涨过快可能出现的下跌风险，敬请广大投资者审慎决策，理性投资。 一、公司生产经营情况未发生重大变化 截至本公告披露日，公司主营业务、生产经营情况以及经营环境与前期披露 的信息相比未发生重大变化，不存在应披露而未披露的信息。2023 年-2024 年， 公司营业收入分别为 21,304 万元、21,341 万元，归属于上市公司股东的净利润 分别为 1,450 万元、1,669 万元。 二、二级市场交易风险提示 公司股票在 2025 年 7 月 21 日、7 月 22 日、7 月 23 日、7 月 24 日、7 月 25 日、7 月 28 日、7 月 29 日连续七个交易日以涨停价收盘，公司股票剔除大盘和 板块整体影响后的实 ...

Key Points - The article summarizes important announcements from various listed companies in the Shanghai and Shenzhen stock markets, providing insights for investors [2] Major Events - Xizang Tianlu experienced significant abnormal fluctuations in the trading of its convertible bonds, with a cumulative price increase exceeding 100% over seven trading days, leading to a closing price of 481.80 CNY per bond, representing a premium of 381.80% over the face value [3][4] - Huqin Technology plans to acquire 6% of Jinghe Integrated's shares for 2.393 billion CNY, with a transfer price of 19.88 CNY per share [4][5] - Liyuan Technology's actual controller received a criminal judgment for violating information disclosure regulations, resulting in a one-year prison sentence with a one-and-a-half-year probation and a fine of 3.3 million CNY [6] - Huashi Technology's general manager had the detention measures lifted, allowing him to resume his duties [7] - Dongfang Materials' chairman resigned for personal reasons but will continue as a board member [8] - WuXi AppTec adjusted its share repurchase price limit to a maximum of 114.15 CNY per share [9] - ST Haihua's subsidiary plans to acquire 100% of Lixin Dingsheng for 43 million CNY [10] - Xizang Tourism clarified that it has not engaged in business cooperation related to the Yarlung Tsangpo River project amid stock price volatility [11][12] - Yabont Chemical decided to terminate its planned external investment in Gansu Haotian Technology [13] - Zhongbei Communication's subsidiary terminated its acquisition of a 55% stake in PT. Semesta Energi Services due to unmet conditions [14] - Quzhou Development plans to purchase shares of Xiandai Electronics and raise matching funds, leading to a temporary stock suspension [15] - Shenli Co. terminated its control change plan due to the buyer's failure to pay the agreed transaction price [16] Performance Reports - Greenland Holdings reported a 16.93% year-on-year increase in contract sales amounting to 21.752 billion CNY in Q2 2025 [17][18] - Lujiazui's net profit for the first half of 2025 was 815 million CNY, a decrease of 7.87% year-on-year [19] - Hongfa Co. achieved a net profit of 964 million CNY in the first half of 2025, reflecting a 14.19% increase [20] - Nanya New Materials expects a net profit increase of 44.69% to 71.82% in the first half of 2025 [21] - ST Tianwei anticipates a significant net profit increase of approximately 2064.85% year-on-year [22] - Fudan Microelectronics expects a net profit decrease of 39.67% to 48.29% in the first half of 2025 [23][24] - Sains expects a net profit decrease of 57.53% to 60.13% despite revenue growth [25] - Baotai anticipates a net loss reduction of 110 million to 140 million CNY in the first half of 2025 [26] Major Contracts - China CNR signed several major contracts totaling approximately 32.92 billion CNY [27] - Wantong Intelligent Control entered into an exclusive authorization agreement in the embodied intelligence field [28] - Anhui Construction won a bid for a highway concession project with an estimated total investment of 3.614 billion CNY [29] - Tiantian Technology's subsidiary signed a procurement order worth 400 million CNY for copper-lithium composite strips [30] - Daoshi Technology signed a strategic cooperation agreement related to humanoid robots [31] Shareholding Changes - Suzhou Planning's shareholders plan to reduce their holdings by up to 4.5% [32] - Jiahe Meikang's shareholder plans to reduce holdings by up to 3% [33] - Huaye Fragrance's controlling shareholder plans to reduce holdings by up to 3% [34] - Lanfeng Biochemical's shareholder plans to reduce holdings by up to 2.61% [35] - Anji Food's actual controller plans to reduce holdings by up to 2% [37] - Saiwei Electronics' National Integrated Circuit Fund reduced its holdings by 1.06% [38] - Lakala's Lenovo Holdings reduced its holdings by 535,960 shares [39] Share Buybacks - Shima Power plans to repurchase shares worth 300 million to 400 million CNY [40]

Group 1 - Companies such as Midea, JD.com, Tencent, and SenseTime are showcasing their developments in embodied intelligence and humanoid robots, indicating a need for further enhancement of AI hardware and software [1] - The upgrade of AI hardware is driving high demand for high-end PCBs, with analysis suggesting that only a few global manufacturers possess stable mass production capabilities, leading to a short-term inability to meet demand due to technical barriers [2] - A seminar on the standardization of large model integrated machines is imminent, with institutions stating that the demand for large model integrated machines in China is set to explode, potentially opening up a market worth hundreds of billions [3] Group 2 - Meta is developing two third-generation smart glasses in collaboration with Ray-Ban, with reports indicating that these products may be released ahead of schedule in September [4] - Saiwei Electronics has seen the National Integrated Circuit Fund reduce its stake in the company by 1.06% [5] - Southern Road Machinery has maintained its focus on the engineering mixing field, with no changes to its main business despite experiencing a seven-day stock surge [6] - Fangbang Co., Ltd. reported that sales revenue from its copper-strippable products accounted for less than 0.3% of its main business income in the first half of the year [7] - Tibet Tourism has confirmed that it has not engaged in business cooperation with entities related to the downstream hydropower project of the Yarlung Tsangpo River [8] - Baotou Steel has been confirmed as the winning bidder for the Yarlung Tsangpo rare earth alloy steel project [9] - Liyuan Technology's actual controller, Shen Wanzhong, has been sentenced to one year in prison for the crime of illegally disclosing important information [10] - WuXi AppTec plans to adjust the upper limit for its share repurchase price to no more than 114.15 yuan per share [11]