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]

Core Insights - The tourism and scenic area sector experienced a slight increase of 0.13% on October 10, with Dalian Shengya leading the gains [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Stock Performance Summary - Dalian Shengya (600593) closed at 33.32, up 1.55% with a trading volume of 35,500 hands and a transaction value of 119 million [1] - ST Zhangjiajie (000430) closed at 7.77, up 1.30% with a trading volume of 59,600 hands and a transaction value of 46.19 million [1] - Caesar Travel (000796) closed at 5.86, up 1.03% with a trading volume of 841,400 hands and a transaction value of 493 million [1] - Other notable stocks include Lingnan Holdings (000524) at 13.15 (+0.92%), Tibet Tourism (600749) at 18.29 (+0.66%), and Guilin Tourism (000978) at 6.28 (+0.64%) [1] Capital Flow Analysis - The tourism and scenic area sector saw a net outflow of 273 million from main funds, while retail investors contributed a net inflow of 301 million [2] - Notable stocks with significant capital flow include Tibet Tourism (600749) with a main fund net inflow of 21.84 million and a retail net outflow of 13.03 million [3] - Caesar Travel (000796) experienced a main fund net inflow of 7.03 million but a retail net outflow of 1.15 million [3]

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。 ...

智通财经APP讯，西藏旅游(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。 ...

为丰富旅游业务产品体系，提升上市公司综合竞争能力及盈利能力，西藏旅 游于 2023 年筹划以现金方式购买新奥控股持有的标的公司 60%股权，本次交易 构成重大资产重组，构成关联交易。 华泰联合证券有限责任公司 关于西藏旅游股份有限公司 终止重大资产重组事项之独立财务顾问核查意见 华泰联合证券有限责任公司（以下简称"华泰联合证券"或"独立财务顾问"） 接受西藏旅游股份有限公司（以下简称"上市公司"或"公司"或"西藏旅游"） 委托，担任其支付现金购买北海新绎游船有限公司（以下简称"标的公司"或"新 绎游船"）60%股权暨关联交易（以下简称"本次交易"或"本次重大资产重组"） 的独立财务顾问。根据《上市公司重大资产重组管理办法》《上海证券交易所上 市公司自律监管指引第 6 号——重大资产重组》等相关法律、法规及规范性文件 的规定，对上市公司终止本次交易进行审慎核查，并出具独立财务顾问核查意见 （以下简称"本核查意见"）如下： 一、本次重大资产重组基本情况 二、上市公司在推进本次重大资产重组期间所做的工作 1、2023年7月14日，西藏旅游召开第八届董事会第二十三次会议，审议通过 了《关于<西藏旅游股份有限公司重大资 ...