Core Viewpoint - The A-share market has seen a significant rise in ice and snow economy concept stocks, driven by the recent International Winter Sports Expo held in Beijing, which forecasts the ice and snow industry in China to exceed 1 trillion yuan by 2025 [1][2]. Group 1: Stock Performance - Changbaishan (603099) reached its daily limit up, while Dalian Shengya (600593) previously hit its limit up, indicating strong investor interest in these stocks [1]. - Iceberg Cold Chain (000530) increased by nearly 8%, and Tianfu Culture Tourism (000558) rose by 5%, showcasing a positive trend in the sector [1]. - Other notable performers include Tibet Tourism (600749), Sanfu Outdoor (002780), and Xiyu Tourism (300859), all of which saw gains exceeding 3% [1]. Group 2: Market Data - Dalian Shengya (600593) has a market capitalization of 5.381 billion yuan and a year-to-date increase of 15.16% [2]. - Changbaishan (603099) has a market cap of 13.9 billion yuan with a year-to-date increase of 24.30% [2]. - The ice and snow industry is projected to welcome 817,000 inbound tourists during the 2024-2025 snow season, reflecting growing interest and investment in this sector [2].

Group 1 - The ice and snow industry concept experienced a strong rebound in the afternoon of October 20, with notable stocks such as Changbai Mountain and Dalian Shengya reaching their daily limit up [1] - Other companies in the sector, including Bingshan Cold Chain, Tianfu Culture Tourism, Tibet Tourism, and Xiyu Tourism, also saw significant gains [1]

Core Viewpoint - The tourism and hotel sector experienced a significant afternoon rally, with notable stocks such as Changbai Mountain reaching the daily limit, indicating strong investor interest and market momentum [1] Group 1: Stock Performance - Changbai Mountain stock hit the daily limit, reflecting robust demand and positive market sentiment [1] - Dalian Shengya previously reached a trading limit, showcasing its strong performance in the sector [1] - Other companies such as Tianfu Culture Tourism, Tibet Tourism, and Jinjiang Hotels also saw increases, indicating a broader positive trend in the tourism and hotel industry [1]

证券之星消息，10月10日旅游及景区板块较上一交易日上涨0.13%，大连圣亚领涨。当日上证指数报收于 3897.03，下跌0.94%。深证成指报收于13355.42，下跌2.7%。旅游及景区板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600593 | 大连圣亚 | 33.32 | 1.55% | 3.55万 | 1.19亿 | | 000430 | ST张家界 | 7.77 | 1.30% | 5.96万 | 4619.39万 | | 000796 | 凯撒旋业 | 5.86 | 1.03% | 84.14万 | 4.93亿 | | 000524 | 岭南控股 | 13.15 | 0.92% | - 15.60万 | 2.07亿 | | 600749 | 西藏旅游 | 18.29 | 0.66% | 11.92万 | 2.19亿 | | 000978 | 桂林旅游 | 6.28 | 0.64% | 14.43万 | 9075.50万 | | 002159 | 三特索道 ...

央视网消息（新闻联播）：今年以来，新疆、西藏深挖特色资源，多措并举推动文旅深度融合，旅游市场持续火热，游客数量创新高。 今年，新疆持续擦亮"新疆是个好地方"文旅品牌。在开发低空旅游、度假型自驾营地等消费新场景的同时，还增设旅游适老化设施设备，进一步加强市 场综合监管，旅游消费环境不断优化。今年前9个月，新疆累计接待游客超2.6亿人次，同比增长8.36%。 这个假期，雪域高原西藏游人如织，人们走进自然，共享生态之美。在山南市羊卓雍错，基础设施的日趋完善，让人们饱览高原风光，感受民族风情。 在林芝市巴松措，每天来这里观光徒步的游客达到了约6000人次，同比增长29%。 推动文旅产业高质量发展。今年，西藏出台多项政策举措，支持文旅深度融合，并举办了"西藏味道体验周""来西藏摘星星""冬游西藏"等宣传推广活 动，大力发展"康养游""文博游"等精品旅游路线。今年1—8月，西藏共接待国内外游客5700多万人次，同比增长11.3%，文化产业产值超100亿元。 金秋时节，天山南北美景如画。在伊犁州那拉提景区，一场秋日降雪与漫山遍野黄绿交织的树木相映成趣。在塔里木河畔，胡杨林迎来最佳观赏季。景 区今年新增了停车场、环湖自行车道 ...

Market Overview - The tourism and scenic spots sector experienced a decline of 0.9% on September 30, with Sanxia Tourism leading the drop [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Stock Performance - Notable stock performances include: - Caesar Travel (000796) closed at 6.34, up 1.77% with a trading volume of 947,200 shares and a turnover of 599 million yuan [1] - Lingnan Holdings (000524) closed at 13.82, up 0.58% with a trading volume of 156,800 shares and a turnover of 216 million yuan [1] - Sanxia Tourism (002627) closed at 6.01, down 3.22% with a trading volume of 321,300 shares and a turnover of 195 million yuan [2] Capital Flow - The tourism and scenic spots sector saw a net outflow of 429 million yuan from main funds, while retail investors contributed a net inflow of 372 million yuan [2] - The capital flow for individual stocks indicates: - Caesar Travel had a net inflow of 31.77 million yuan from main funds, but a net outflow of 30.82 million yuan from retail investors [3] - Sanxia Tourism experienced a net outflow of 46.20 million yuan from main funds [3]

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The consumer sector experienced a decline across all segments, with notable drops in sectors such as home appliances, beauty care, food and beverage, textile and apparel, retail, and social services, with weekly declines of -0.66%, -2.25%, -2.49%, -2.59%, -4.32%, and -5.92% respectively [2] - The upcoming Mid-Autumn Festival and National Day holidays are expected to boost tourism, with significant increases in orders for cross-province travel, car rentals, and self-driving tours, with Ctrip reporting a 45% year-on-year increase in cross-province orders for the National Day period [2][14] - The home appliance export sector continues to face challenges, with a 3.6% year-on-year decline in the number of units exported in August 2025, although the decline rate has narrowed [2] Summary by Sections Market Weekly Review - The consumer sector saw a comprehensive decline, with specific sectors like food and beverage and home appliances showing significant fluctuations in stock performance [2][12][13] Industry News and Key Company Announcements - The report highlights the launch of a global cruise service ecosystem by Zhongxin Tourism, which has seen a 130% increase in cruise orders this year [14] - The Ministry of Commerce and other departments issued guidelines to promote digital consumption, focusing on enhancing supply and fostering digital consumption enterprises [15] - Haier's air conditioning production base in Thailand has commenced operations, with an annual capacity of 6 million units [14] - Ctrip reported a 125% increase in orders from South Korean tourists visiting China in the first half of 2025 [14]

证券代码：600749 证券简称：西藏旅游 公告编号：2025-045 号 西藏旅游股份有限公司 委托理财公告 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）投资金额 闲置募集资金 1,000 万元。 （三）资金来源 重要内容提示： 基本情况 | 投资金额 | 1,000 万元 | | --- | --- | | 投资种类 | 对公大额存单 | | 资金来源 | 募集资金 | 已履行的审议程序：西藏旅游股份有限公司（以下简称"公司"）使用闲 置募集资金委托理财事项，已经公司第九届董事会第六次会议、2024 年年度股 东大会审议通过。 特别风险提示：金融市场受宏观经济影响较大，不排除该项投资受到政 策风险、市场风险、信用风险、流动性风险、信息传递风险、不可抗力风险等因 素影响，导致收益波动。公司将与受托方保持密切联系，跟踪资金运作情况，评 估发现可能影响资金安全的风险因素，及时采取相应控制措施。 一、投资情况概述 （一）投资目的 公司使用部分暂未投入项目建设的资金办理委托理财，在确保募投项目正常 实施、资金安全的前提下， ...

Meeting Overview - The ninth board meeting of Tibet Tourism Co., Ltd. was held on September 24, 2025, via telecommunication, with all 9 directors present [2] - The meeting was chaired by Chairwoman Hu Xiaofei and complied with relevant laws and regulations [2] Resolutions Passed - The board approved the resolution to terminate the major asset restructuring plan to acquire 60% equity of Beihai Xinyi Cruise Co., Ltd. from New Hope Holdings [3][14] - The resolution received 5 votes in favor, with no votes against or abstentions [3] - The board also approved the signing of a termination agreement with the transaction party [4][5] Background of the Termination - The company had planned to purchase the equity to enhance its tourism product offerings and competitiveness, starting the process in 2023 [14][17] - Due to changes in market conditions and after careful consideration, the company decided to terminate the transaction [17][21] Decision-Making Process - The decision to terminate the restructuring was made during the board meeting on September 24, 2025, and was authorized for management to sign relevant documents [18] - Independent directors expressed their approval of the termination, stating it was based on prudent judgment and did not harm the interests of the company or shareholders [19] Impact of Termination - The termination of the restructuring is not expected to adversely affect the company's current operations or financial status [21] - The company committed to not planning any major asset restructuring for at least one month following the announcement [22] Investor Communication - An investor briefing will be held on September 29, 2025, to discuss the termination of the major asset restructuring [8][23] - Investors can submit questions prior to the meeting through the designated platform [11]

西藏旅游（600749）(600749.SH)发布公告，2025年9月24日，公司召开第九届董事会第十次会议，审议 通过《关于终止重大资产重组事项的议案》等相关议案,同意公司终止以现金方式购买新奥控股投资股 份有限公司持有的北海新绎游船有限公司60%股权事项。同日，公司与交易对方签署关于本次交易的终 止协议。 ...