Market Overview - The market experienced a significant drop during the day but managed to recover towards the end, with the ChiNext index initially down by 2% but closing in the green [3][5]. - As of September 23, the A-share market showed mixed results, with the Shanghai Composite Index down by 0.18%, the Shenzhen Component down by 0.29%, and the ChiNext index up by 0.21% [5]. Market Dynamics - Despite the late recovery of the three major indices, the majority of individual stocks declined, with 1,108 stocks rising and 4,266 stocks falling [6]. - The total trading volume reached 25,184.71 billion, indicating a significant level of market activity [7]. Sector Performance - Semiconductor stocks showed strength in the afternoon, with Changchuan Technology hitting the daily limit up of 20% and Demingli achieving a three-day consecutive rise [8]. - The shipping sector performed strongly throughout the day, with Nanjing Port and Ningbo Maritime both hitting the daily limit up [10]. - Banking stocks collectively rebounded, with Nanjing Bank and Xiamen Bank rising over 3% [11]. Declines in Specific Sectors - The tourism sector faced a collective adjustment, with Yunnan Tourism and Tibet Tourism hitting the daily limit down [13]. Reasons for Market Drop - Analysts suggest that the market had risen too quickly and needed a correction, with the A-share market not having experienced a significant pullback since April [15]. - Key issues identified include: 1. Insufficient cost-performance ratio, with short-term indicators at high levels and a lack of confirmed effective adjustment phases [15]. 2. Market expectations have largely been met, leading to a return to a more volatile market environment [15]. 3. The structural mainline for A-share indices remains unclear, indicating a potential shift to a new mainline and catalyst waiting period [15]. Investor Sentiment - Pre-holiday, there has been a noticeable shift towards risk aversion among investors, with some opting to secure profits [16].

（文章来源：每日经济新闻） 每经AI快讯，9月23日，西藏旅游盘中跌停，跌幅10.01%，成交额超5亿元。 ...

Group 1 - The tourism sector experienced a collective decline on September 23, with significant drops in stock prices [1] - Yunnan Tourism hit the daily limit down, while Qujiang Cultural Tourism also reached the limit down [1] - Other companies such as Guilin Tourism, Huaten Hotel, Tibet Tourism, Xi'an Tourism, and Xi'an Catering saw declines exceeding 7% [1]

Group 1 - A-share tourism and hotel concept stocks experienced a decline at the beginning of trading on September 23, with Yunnan Tourism dropping over 8% [1] - Tibet Tourism and Guilin Tourism fell by more than 6% [1] - Xi'an Catering and Huaten Hotel decreased by nearly 5% [1]

证券代码：600749 证券简称：西藏旅游 公告编号：2025-041号 西藏旅游股份有限公司 关于召开2025年半年度业绩说明会的公告 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。 重要内容提示： 召开时间：2025年9月30日(星期二)上午10:00-11:00 召开地点：上海证券交易所上证路演中心（网址：https://roadshow.sseinfo.com/） 召开方式：上证路演中心网络文字互动 投资者可于2025年9月23日至9月29日16:00前登录上证路演中心网站首页点击"提问预征集"栏目或通过 公司邮箱提问，公司将在说明会上解答投资者普遍关注的问题。 西藏旅游股份有限公司（以下简称"公司"）已于2025年8月20日发布2025年半年度报告，为便于广大投 资者深入了解公司2025年上半年经营情况，公司拟召开本次业绩说明会，与广大投资者互动交流。 一、说明会类型 本次半年度业绩说明会以网络文字互动的方式召开。 二、说明会召开的时间、地点 会议召开时间：2025年9月30日上午10:00-11:00 会议召开方式 ...

Market Overview - The A-share market saw a slight increase in the three major indices, with a focus on technology stocks, particularly in the consumer electronics, chip supply chain, and liquid cooling server sectors [1] - The total market turnover reached 2.14 trillion yuan, a decrease of 206.9 billion yuan compared to the previous day [4] Technology Sector - GPU leader Moer Thread's IPO on the Sci-Tech Innovation Board is scheduled for September 26, leading to a surge in related concept stocks [1] - Zhongke Shuguang (603019) hit the daily limit, closing at 117.51 yuan per share, with a total market value exceeding 170 billion yuan [1] - The chip supply chain remained active, with Demingli (001309) achieving a historical high with two consecutive limit-ups, and Haiguang Information rising nearly 11% to also reach a historical high [1] - SMIC's stock increased over 6%, with a latest market value of 1.03 trillion yuan and a trading volume close to 20 billion yuan, ranking first in A-shares [1] Liquid Cooling Server Concept - The liquid cooling server concept stocks experienced fluctuations but ultimately surged, with Industrial Fulian (601138) rising significantly and breaking the 70 yuan per share mark, reaching a historical high [3] Zodiac Concept Stocks - Stocks with "horse" in their names saw significant gains, with multiple stocks like Tianyi Ma (301178) and Demar Technology rising sharply [5] - The upcoming Year of the Horse in the lunar calendar has led to increased speculation in zodiac-themed stocks, following a historical trend of such stocks gaining traction in the fourth quarter [6][7] Precious Metals Sector - The gold sector saw a strong performance towards the end of the trading day, with stocks like Zhongjin Gold (600489) and Hunan Silver (002716) experiencing significant increases [4] Tourism and Hotel Sector - The tourism and hotel sector faced a downturn, with the tourism and hotel index declining, particularly for companies like Tianfu Cultural Tourism (000558) [8] - As the National Day and Mid-Autumn Festival approach, there is an increase in long-distance travel demand, with platforms reporting a notable rise in outbound travel intentions and flight bookings [10] Film and Entertainment Sector - The upcoming National Day holiday will see the release of over ten new films, indicating a trend towards sequels and IP-based productions, which may attract investor attention towards the film and cinema sector [11]

证券代码：600749 证券简称：西藏旅游 公告编号：2025-041 号 西藏旅游股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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。 重要内容提示： 召开时间：2025 年 9 月 30 日(星期二)上午 10:00-11:00 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 召开方式：上证路演中心网络文字互动 投资者可于 2025 年 9 月 23 日至 9 月 29 日 16:00 前登录上证路演中心网 站首页点击"提问预征集"栏目或通过公司邮箱提问，公司将在说明会上解答投 资者普遍关注的问题。 西藏旅游股份有限公司（以下简称"公司"）已于 2025 年 8 月 20 日发布 2025 年半年度报告，为便于广大投资者深入了解公司 2025 年上半年经营情况，公司 拟召开本次业绩说明会，与广大投资者互动交流。 一、说明会类型 本次半年度业绩说明会以网络文字互动的方式召 ...

Group 1 - The tourism and hotel sector experienced a decline in the afternoon, with Tianfu Cultural Tourism hitting the limit down, indicating significant selling pressure in the market [1] - Xizang Tourism fell over 6%, reflecting broader weakness in the sector [1] - Other companies such as Junting Hotel, Huatian Hotel, and Xi'an Tourism also showed weakness, contributing to the overall downturn in the industry [1]

Group 1 - The tourism and hotel sector in the A-share market has seen significant growth, with the sector index rising by 4.66% this week and achieving nine consecutive weeks of gains [1] - The large-scale ETF, the Fortune CSI Tourism ETF (159766), increased by 3.83% this week, marking its seventh consecutive week of growth and reaching an eight-week high [1] - Individual stocks such as Yunnan Tourism surged with a weekly increase of 36.87%, while other companies like Xiyu Tourism and Qujiang Cultural Tourism also saw substantial gains [1] Group 2 - The upcoming Mid-Autumn Festival and National Day holidays are expected to drive high demand in the tourism market, supported by policy measures, capacity assurance, and upgraded consumer demand [2] - The National Day holiday is projected to see a year-on-year increase of 7.0% and 8.3% in domestic tourism revenue per capita [2] - The recovery of consumer confidence and ongoing policies to boost domestic demand are anticipated to sustain the tourism industry's recovery [2] Group 3 - Recent policy measures aimed at expanding service consumption are contributing to the upward trend in the tourism and hotel sector [3] - The Ministry of Commerce and other departments have introduced 19 initiatives to stimulate service consumption, which are expected to create new growth opportunities in sectors like education, healthcare, culture, and tourism [3] - Leading companies in the domestic tourism industry reported robust growth in their mid-year financial results, with Ctrip's revenue increasing by 16.21% and net profit by 12.01%, while Tongcheng Travel's revenue rose by 11.53% and net profit by 57.86% [3]

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。 重要内容提示： 证券代码：600749 证券简称：西藏旅游 公告编号：2025-040 号 （二）投资金额 闲置募集资金 3,000 万元。 基本情况 | 投资金额 | 3,000 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，提高募集资金的使用 ...