鉴于新任董事长的选举工作尚需经过相应的法定程序，为保证公司董事会正常运作及经营决策顺利开 展，根据《公司章程》的相关规定，经公司全体董事同意，共同推举公司董事、总经理张胜新先生暂代 行董事长（法定代表人）及相关董事会专门委员会委员职责，并授权张胜新先生代表公司签署相关文 件。其代行期限自本次董事会审议通过之日起至公司董事会选举产生新任董事长之日止。 格隆汇12月12日丨金陵饭店(601007.SH)公布，公司董事会收到公司董事长毕金标先生递交的书面辞职 报告。因工作变动原因，毕金标先生申请辞去公司第八届董事会董事、董事长以及董事会战略与ESG委 员会主任委员、审计委员会委员、提名委员会委员等职务。辞去前述职务后，毕金标先生将不在公司担 任任何职务。截至本公告披露日，毕金标先生未持有公司股票。 ...

Core Viewpoint - The chairman of Jinling Hotel, Bi Jinbiao, has applied for resignation from his positions due to work changes, effective December 10, 2025, and will not hold any shares in the company after his departure [1] Group 1 - The resignation will not affect the normal operations of the company, and the report is effective upon delivery to the board of directors [1] - Zhang Shengxin, a director and general manager, has been appointed to temporarily assume the responsibilities of the chairman and related committee roles until a new chairman is elected [1] - The company will expedite the election process for a new chairman [1]

Market Performance - Jiangsu state-owned enterprise reform sector rose by 0.59% compared to the previous trading day, with Nanjing Commercial Travel leading the gains [1] - The Shanghai Composite Index closed at 3924.08, up 0.54%, while the Shenzhen Component Index closed at 13329.99, up 1.39% [1] Stock Performance - Nanjing Commercial Travel (600250) closed at 11.24, with a significant increase of 9.98% and a trading volume of 270,500 shares, amounting to a transaction value of 295 million yuan [1] - Other notable performers included Hongye Qijing (001236) with a 4.51% increase, and Jinfeng Technology (300128) with a 4.38% increase [1] Capital Flow - The Jiangsu state-owned enterprise reform sector experienced a net outflow of 111 million yuan from institutional investors, while retail investors saw a net inflow of 171 million yuan [2] - The capital flow data indicates that Nanjing Commercial Travel had a net inflow of 1.04 billion yuan from institutional investors, despite a net outflow from retail investors [3]

Core Viewpoint - The hotel and catering sector experienced a slight increase of 0.06% on December 8, with Junting Hotel leading the gains, while the overall market indices also showed positive performance [1] Market Performance - The Shanghai Composite Index closed at 3924.08, up 0.54% - The Shenzhen Component Index closed at 13329.99, up 1.39% [1] Individual Stock Performance - Junting Hotel (301073) closed at 26.84, up 2.52% with a trading volume of 107,200 shares and a transaction value of 288 million yuan - Jinling Hotel (601007) closed at 7.81, up 2.23% with a trading volume of 135,600 shares and a transaction value of 105 million yuan - Tongqinglou (605108) closed at 20.92, up 1.01% with a trading volume of 158,400 shares and a transaction value of 326 million yuan - Quanjude (002186) closed at 11.90, up 0.17% with a trading volume of 51,000 shares and a transaction value of 6.05 million yuan - Jinjiang Hotel (600754) closed at 25.37, down 0.16% with a trading volume of 91,100 shares and a transaction value of 229 million yuan - Huatian Hotel (000428) closed at 3.39, down 0.29% with a trading volume of 199,500 shares and a transaction value of 67.46 million yuan - Shoulu Hotel (600258) closed at 15.80, down 0.57% with a trading volume of 133,400 shares and a transaction value of 209 million yuan - Xianyin Restaurant (000721) closed at 9.35, down 0.85% with a trading volume of 301,700 shares and a transaction value of 28.2 million yuan - ST Yunwang (002306) closed at 1.88, down 1.05% with a trading volume of 187,300 shares and a transaction value of 35.44 million yuan [1] Capital Flow Analysis - The hotel and catering sector saw a net outflow of 55.34 million yuan from main funds, while retail investors contributed a net inflow of 38.12 million yuan - Speculative funds recorded a net inflow of 17.22 million yuan [1] Individual Stock Capital Flow - Jinling Hotel (601007) had a main fund net inflow of 13.84 million yuan, but retail and speculative funds saw outflows - Huatian Hotel (000428) had a main fund net inflow of 7.32 million yuan, with outflows from other categories - Quanjude (002186) experienced a slight main fund outflow of 39,600 yuan, but speculative funds had a net inflow of 2.63 million yuan - ST Yunwang (002306) had a main fund outflow of 3.05 million yuan, with a retail net inflow of 2.45 million yuan - Shoulu Hotel (600258) and Jinjiang Hotel (600754) both saw main fund outflows, while retail investors contributed positively [2]

Core Viewpoint - The hotel and catering sector experienced a rise of 1.65% on December 2, with Tongqinglou leading the gains, while the overall market indices, Shanghai Composite and Shenzhen Component, saw declines of 0.42% and 0.68% respectively [1] Group 1: Market Performance - The hotel and catering sector's notable gain was primarily driven by Tongqinglou, which closed at 21.88 with a significant increase of 10.01% [1] - Other notable performers included ST Yunwang with a rise of 2.53%, and Jinjiang Hotel with an increase of 1.62% [1] - The overall trading volume for the hotel and catering sector was substantial, with Tongqinglou achieving a transaction volume of 211,800 shares and a turnover of 454 million yuan [1] Group 2: Capital Flow - The hotel and catering sector saw a net inflow of 127 million yuan from institutional investors, while retail investors experienced a net outflow of 38.81 million yuan [1] - Tongqinglou attracted the most significant institutional net inflow of 109 million yuan, accounting for 23.93% of its total trading [2] - In contrast, Jinjiang Hotel and Kylin Hotel faced net outflows from institutional investors of 983.95 thousand yuan and 441.26 thousand yuan respectively [2]

Core Insights - The report highlights three core trends in the consumer services industry: "New Recovery, New Ecology, and New Supply" [6] - Structural factors are aiding certain sectors in stabilizing and improving operations, indicating a gradual recovery from the bottom [7] - The integration of online platforms with offline operations is reshaping the industry ecosystem, enhancing competition and operational efficiency [8] Industry Overview - The consumer services sector has seen a slight revenue increase of 2.57% year-on-year, totaling 183.23 billion yuan in the first three quarters of 2025, despite a 12.7% decline in net profit [20][22] - The sector's performance has been mixed, with tourism and education sectors showing significant growth, while the hotel and restaurant sectors faced slight declines [16][19] New Recovery - The hotel industry is experiencing a rebound due to increased tourism demand and a stabilization in average daily rates (ADR), with occupancy rates showing signs of improvement [31][57] - The Macau gaming market has shown strong recovery, with gross gaming revenue (GGR) reaching 24.086 billion MOP in October 2025, driven by non-gaming attractions [32][44] - The duty-free market is benefiting from policy optimizations, with sales in Hainan reaching 2.425 billion yuan in October 2025, reflecting a 34.86% year-on-year increase [32][38] New Ecology - Major players like Alibaba, Meituan, and JD.com are competing in the instant retail space, each leveraging their strengths to enhance online and offline integration [42] - The restaurant industry is witnessing a shift towards standardized and professional supply chains, with the chain restaurant rate increasing from 15% in 2020 to 23% in 2024 [46][48] New Supply - The tourism sector is transitioning from a "sightseeing + ticket" model to one focused on content innovation and immersive experiences, with companies like Sanxia Tourism and Haichang Ocean Park leading this change [50][53] - The sports industry is evolving to combine spectator and participatory sports, creating new social engagement opportunities through digital platforms [54] Investment Recommendations - Key recommendations include focusing on leading hotel chains like Jinjiang Hotels and ShouLai Hotels, and monitoring companies with strong supply chain advantages in the restaurant sector [6][8] - The report suggests that innovative companies in tourism, sports, and education sectors, particularly those utilizing AI and content innovation, are worth attention for potential growth [8][50]

从资金流向上来看，当日酒店餐饮板块主力资金净流出2381.9万元，游资资金净流出670.24万元，散户资 金净流入3052.14万元。酒店餐饮板块个股资金流向见下表： 证券之星消息，12月1日酒店餐饮板块较上一交易日上涨1.83%，同庆楼领涨。当日上证指数报收于 3914.01，上涨0.65%。深证成指报收于13146.72，上涨1.25%。酒店餐饮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) | | --- | --- | --- | --- | --- | --- | | 605108 | 同庆楼 | 19.89 | 4.96% | 9.98万 | 2.01亿 | | 600754 | 锦江酒店 | 25.98 | 2.32% | 13.45万 | 3.47 Z | | 600258 | 首旅酒店 | 15.62 | 2.23% | 16.26万 | 2.52亿 | | 002306 | *ST云网 | 1.98 | 1.02% | 25.44万 | 5026.67万 | | 000721 | 西安饮食 | 9.30 | 0.87% | 43.61万 ...

Core Viewpoint - The hotel and catering sector experienced a slight increase of 0.22% on November 28, with Jinling Hotel leading the gains. The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1]. Market Performance - Jinling Hotel (601007) closed at 7.79, with a rise of 2.10% and a trading volume of 117,300 shares, amounting to a transaction value of 190.2 million yuan [1]. - Huaten Hotel (000428) closed at 3.50, up 1.74%, with a trading volume of 201,800 shares and a transaction value of 69.6 million yuan [1]. - Quanjude (002186) closed at 12.11, increasing by 1.51%, with a trading volume of 92,700 shares and a transaction value of 111 million yuan [1]. - Tongqinglou (605108) closed at 18.95, up 0.58%, with a trading volume of 16,400 shares and a transaction value of 30.9 million yuan [1]. - Jinjiang Hotel (600754) closed at 25.39, increasing by 0.47%, with a trading volume of 98,100 shares and a transaction value of 248 million yuan [1]. - ST Yunwang (002306) closed at 1.96, unchanged, with a trading volume of 220,400 shares and a transaction value of 43.1 million yuan [1]. - Shoulu Hotel (600258) closed at 15.28, down 0.46%, with a trading volume of 84,300 shares and a transaction value of 129 million yuan [1]. - Xi'an Catering (000721) closed at 9.22, down 1.91%, with a trading volume of 617,600 shares and a transaction value of 565 million yuan [1]. Capital Flow - The hotel and catering sector saw a net outflow of 6.61 million yuan from institutional investors, while retail investors contributed a net inflow of 4.53 million yuan [1]. - Quanjude (002186) had a net inflow of 19.1 million yuan from institutional investors, while it experienced a net outflow of 15.5 million yuan from speculative funds [2]. - Jinling Hotel (601007) saw a net inflow of 11.3 million yuan from institutional investors, with a net outflow of 3.88 million yuan from speculative funds [2]. - Huaten Hotel (000428) had a net inflow of 11.3 million yuan from institutional investors, with a net outflow of 7.21 million yuan from speculative funds [2]. - Shoulu Hotel (600258) experienced a slight net outflow of 29,400 yuan from institutional investors, but a net inflow of 5.79 million yuan from speculative funds [2]. - Xi'an Catering (000721) faced a significant net outflow of 29.1 million yuan from institutional investors, while speculative funds contributed a net inflow of 14.2 million yuan [2].

证券日报网讯金陵饭店（601007）11月26日在互动平台回答投资者提问时表示，目前本公司无在养老产 业方面的相关布局和计划。 ...

Core Insights - The hotel and catering sector experienced a 0.72% increase on November 25, with Junting Hotel leading the gains [1] - The Shanghai Composite Index closed at 3870.02, up 0.87%, while the Shenzhen Component Index closed at 12777.31, up 1.53% [1] Sector Performance - Junting Hotel (301073) saw a closing price of 28.10, with an increase of 8.29% and a trading volume of 165,900 shares, amounting to a transaction value of 459 million yuan [1] - Quanjude (002186) closed at 11.82, up 0.94%, with a trading volume of 71,900 shares and a transaction value of 84.73 million yuan [1] - ST Yunwang (002306) closed at 2.01, up 0.50%, with a trading volume of 283,200 shares and a transaction value of 57.44 million yuan [1] - Jinjiang Hotel (600754) closed at 25.94, up 0.39%, with a trading volume of 88,200 shares and a transaction value of 228 million yuan [1] - Xianyin Food (000721) closed at 8.80, up 0.34%, with a trading volume of 132,500 shares and a transaction value of 116 million yuan [1] - Jining Hotel (601007) closed at 7.66, up 0.26%, with a trading volume of 65,400 shares and a transaction value of 50.13 million yuan [1] - Tongqinglou (605108) closed at 19.00, down 0.05%, with a trading volume of 13,900 shares and a transaction value of 26.54 million yuan [1] - Shoulv Hotel (600258) closed at 15.62, down 0.26%, with a trading volume of 135,000 shares and a transaction value of 211 million yuan [1] - Huatian Hotel (000428) closed at 3.43, down 0.29%, with a trading volume of 164,100 shares and a transaction value of 56.34 million yuan [1] Capital Flow - The hotel and catering sector saw a net inflow of 24.35 million yuan from institutional investors, while retail investors contributed a net inflow of 15.97 million yuan [1] - However, there was a net outflow of 40.32 million yuan from speculative funds [1] Individual Stock Capital Flow - Junting Hotel had a net inflow of 21.01 million yuan from institutional investors, while it experienced a net outflow of 39.10 million yuan from speculative funds [2] - Quanjude had a net inflow of 7.53 million yuan from institutional investors, with a net outflow of 10.93 million yuan from speculative funds [2] - Tongqinglou had a net inflow of 1.68 million yuan from institutional investors, with a net outflow of 0.72 million yuan from speculative funds [2] - Jinjiang Hotel had a net inflow of 1.44 million yuan from institutional investors, with a net outflow of 3.61 million yuan from speculative funds [2] - Shoulv Hotel had a net outflow of 5.14 million yuan from institutional investors, but a net inflow of 12.64 million yuan from speculative funds [2]