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元旦假期 长白山全域游客接待量增长超七成
Xin Lang Cai Jing· 2026-01-04 12:48
格隆汇1月4日|据长白山文旅,2026年元旦假期,长白山文旅市场运行平稳、热度攀升,长白山景区累 计接待游客3.66万人,同比增长40.77%。据银联商务大数据测算,2026年元旦假期,长白山管委会接待 国内游客17.87万人次,同比增长74.34%;国内游客出游总花费2.01亿元,同比增长70.34%。长白山在 线上引流、产品供给、特色活动、服务保障等方面多点发力,以丰富的文旅产品和优质的服务体验,实 现新年旅游"开门红"。 ...
元旦假期,长白山全域游客接待量增长超七成
人民财讯1月4日电,"长白山(603099)文旅"1月4日消息,2026年元旦假期(1月1日—3日),长白山 文旅市场运行平稳、热度攀升,长白山景区累计接待游客3.66万人,同比增长40.77%。据银联商务大数 据测算,2026年元旦假期,长白山管委会接待国内游客17.87万人次,同比增长74.34%;国内游客出游 总花费2.01亿元,同比增长70.34%。长白山在线上引流、产品供给、特色活动、服务保障等方面多点发 力,以丰富的文旅产品和优质的服务体验,实现新年旅游"开门红"。 ...
2026 年元旦假期数据点评:2026 旅游市场强劲开局,行业前景可期
国泰海通· 2026-01-04 11:49
Investment Rating - The report assigns an "Accumulate" rating for the social services industry, indicating a positive outlook for investment opportunities [3]. Core Insights - The tourism market is showing a strong start in 2026, with expectations for continued growth as the Spring Festival approaches. The report highlights several recommended stocks in the OTA, hotel, and scenic area sectors [4]. - There is a significant increase in duty-free sales in Hainan, driven by the appreciation of the RMB, with a recommendation for China Duty Free Group [4]. - The report notes a substantial rise in domestic travel during the New Year holiday, with 142 million trips taken, reflecting a 5.19% increase compared to 2024 [4]. Summary by Sections Tourism Market - The report indicates that 142 million domestic trips were made during the New Year holiday, with total spending reaching 84.789 billion yuan, a 6.35% increase from 2024. The average spending per trip was 597.1 yuan, up by 1.1% [4]. - Recommended stocks in the OTA sector include Trip.com Group and Tongcheng Travel, while hotel recommendations include Huazhu Group, Jinjiang Hotels, and ShouLai Hotels [4]. Duty-Free Sales - Duty-free shopping in Hainan saw a remarkable increase, with sales of 307,000 items from January 1 to 2, 2026, marking a 48.3% year-on-year growth. The number of shoppers reached 65,000, up 60.9%, and total spending was 505 million yuan, a 121.5% increase [4]. Transportation - The report highlights that from January 1 to 3, 2026, the total inter-regional passenger flow is expected to reach 590 million, averaging 198 million per day, a 19.5% increase year-on-year. Railway passenger volume is projected at 48.223 million, with a 53.1% increase [4].
商社行业周报(2025.12.29-2026.1.4):元旦出行热度高,三亚免税销售迎开门红-20260104
国泰海通· 2026-01-04 09:34
Investment Rating - The report assigns an "Accumulate" rating for the industry [4]. Core Insights - The travel industry is expected to continue outperforming expectations, with a positive outlook on the travel chain including OTA (Ctrip, Tongcheng), hotels (Atour, Huazhu, Jinjiang, Shoulv), duty-free (China Duty Free), and scenic spots (Emei Mountain, Three Gorges Tourism, Changbai Mountain) [4]. - The competitive landscape has significantly improved, particularly for companies like Huatu Mountain Ding, Caibai Co., and Laopu Gold [4]. - Notable dividend stocks include Sumida, Action Education, and Chongqing Department Store [4]. - The AI+ sector shows promise with companies like Konnate Optical, Fenbi, Tianli International Holdings, Kevin Education, and Doushen Education [4]. - Oversold stocks identified include China Oriental Education, Guoquan, Gaoxin Retail, and Junting Hotel [4]. Industry Updates - In the social service industry, Sanya's duty-free sales reached 163 million yuan on January 1, 2026, marking an 83.2% year-on-year increase, indicating a strong start for duty-free sales in 2026 [4]. - Ctrip's New Year travel report indicates that domestic scenic spot ticket bookings have increased over fourfold year-on-year, with significant growth in inbound travel bookings, sparking the first consumption boom of 2026 [4]. - Tongcheng Travel's report highlights a surge in travel demand during the New Year holiday, driven by a three-day holiday and the "request 3 days off for 8 days" trend, leading to increased bookings for flights, hotels, and homestays [4]. - Retail sector updates include: - Pang Donglai Group's sales in 2025 reached 23.531 billion yuan, a 39% increase from 16.9 billion yuan in 2024 [4]. - Hema's overall revenue growth exceeded 40% in 2025, with its core formats serving over 100 million consumers [4]. - Sam's Club in China surpassed 140 billion yuan in sales in 2025, with a year-on-year growth of approximately 40% [4]. Company Announcements - Kid King announced a profit forecast for 2025, expecting a net profit attributable to shareholders of 275 million to 330 million yuan, representing a year-on-year growth of 51.72% to 82.06% [4]. - Qingmu Technology's chairman reduced his stake by 464,100 shares, accounting for 0.50% of the company's total share capital, with a reduction price of 59.68 yuan [4].
2026旅游“开门红”:江苏订单激增97%,南京上榜热门地TOP10
Yang Zi Wan Bao Wang· 2026-01-03 13:51
Group 1: Domestic Tourism Market Performance - The domestic tourism market experienced a strong start in 2026, with ticket bookings for scenic spots increasing over four times year-on-year [1] - Jiangsu province stood out with a 97% increase in overall travel orders compared to the same period last year, with top attractions including Suzhou's Humble Administrator's Garden and Nanjing's Qinhuai Scenic Area [1] Group 2: Young Travelers and New Travel Trends - Young people, particularly those born after 2000, dominated the travel market, accounting for 39% of travelers, while those born in the 1990s made up 33% [2] - The concept of "self-care travel" gained popularity, with a 125% increase in searches related to "New Year travel," reflecting a shift towards more personalized and meaningful travel experiences [2] Group 3: Popular Destinations and Growth in Orders - Major tourist destinations included Beijing, Shanghai, and Guangzhou, with provinces like Guangxi and Jiangsu seeing order growth of over 100% [5] - Guangxi's introduction of over 400 cultural and tourism activities led to a 170% increase in travel orders, while lesser-known destinations like Anji and Qingyuan saw orders rise by 930% and 774%, respectively [5] Group 4: Snow and Mountain Tourism - The initial snowfall of the year significantly boosted mountain tourism, with ticket bookings for mountain attractions increasing by over 150% [6] - Huangshan saw a remarkable 544% increase in orders, while other mountains like Lushan and Emei also experienced substantial growth [6] Group 5: Ice and Snow Activities - The trend of "ice and snow tourism" broke regional barriers, with southern regions like Anji experiencing a 930% increase in orders for outdoor snow activities [8] - Northern regions offered unique experiences such as ice fishing and traditional fishing culture, appealing to young travelers seeking adventurous activities [9] Group 6: Concerts as Tourism Drivers - Concerts became a significant driver of tourism, with cities like Harbin and Zhuji seeing order increases of 82% and 2544%, respectively, due to major events [12] - The phenomenon of traveling to a city for a concert highlights the growing importance of live events in boosting local tourism [12] Group 7: Growth in Inbound Tourism - The inbound tourism market showed strong growth, with ticket bookings increasing by 110% and experience-based product bookings rising over 30 times [15] - Popular inbound destinations included major cities like Shanghai and Beijing, with Sanya seeing a 170% increase in orders due to its duty-free shopping and beach vacation appeal [15]
谁在守护长白山雪道?这群“雪季匠人”藏不住了!
Xin Lang Cai Jing· 2026-01-01 19:47
(来源:工人日报) 阅读提示 近年来,冰雪产业迅速升温扩容,雪具维修师、造雪机工人、压雪车驾驶员、雪山索道管理员等新职业 因雪而兴、因雪而热。面临产业升级、需求跃迁,从业者积极提高技能水平、强化岗位责任意识,守护 冰雪热潮。 清晨6点,吉林省长白山华美胜地度假区还笼罩在冬日漆黑的夜色中,造雪机的轰鸣已划破寂静,雪道 上、大厅里、索道旁,各岗位人员渐次就位……这样繁忙而有序的节奏,成为许多"雪季从业者"的工作 日常。 近年来,集滑雪、娱雪、度假于一体的冰雪产业迅速升温扩容,雪具维修师、造雪机工人、压雪车驾驶 员、雪山索道管理员等新职业因雪而兴、因雪而热,同时也面临着产业升级、需求跃迁与人才变革的挑 战。 在热潮中重择职业轨道 "以前在厂里看机器,现在'伺候'雪板,忙得很有成就感。"30岁的雪具维修师陶鑫一边用专业工具为雪 板打蜡,一边笑着说,雪具维修师就是雪板的"医生"与"美容师"。他的工作台上,摆放着等待维修的雪 板和头盔。 从一名业余的滑雪爱好者转行成为雪具维修师,陶鑫的转型经历与冰雪产业的发展同向而行。2014年, 石家庄一家雪场招聘雪具维修师,陶鑫凭借对雪具的了解和年龄优势成功竞聘,后来又从老师傅那里一 ...
长白山(603099) - 长白山旅游股份有限公司2025年第三次临时股东会决议
2025-12-29 09:30
证券代码:603099 证券简称:长白山 公告编号:2025-070 长白山旅游股份有限公司 2025年第三次临时股东会决议公告 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: 本次会议是否有否决议案:无 一、 会议召开和出席情况 | 1、出席会议的股东和代理人人数 | 465 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数(股) | 180,520,378 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | | | 份总数的比例(%) | 66.2810 | (四) 表决方式是否符合《公司法》及《公司章程》的规定,会主持情况等。 本次股东会由公司董事会召集,参会董事推举董事王俊超主持。会议采用现场 投票和网络投票相结合的表决方式。会议的通知及召开符合《公司法》、《公司章 程》及国家有关法律、法规的规定。 (一) 股东会召开的时间:2025 年 12 月 29 日 (二) 股东会召开的地点:长白山旅游股份有限公司三楼会议室 (三) 出席会议的普通股股东和恢复表决权的优 ...
长白山(603099) - 吉林兢诚律师事务所关于长白山旅游股份有限公司2025年第三次临时股东会的法律意见书
2025-12-29 09:30
2025 年第三次临时股东会的法律意见书 吉兢法律意见书【2025】第 056 号 致:长白山旅游股份有限公司 吉林兢诚律师事务所(以下称本所)接受长白山旅游股份有限公 司(以下称公司)的委托,指派本所律师出具公司 2025年第三次临 时股东会(以下称本次股东会)的法律意见书。本所律师根据《中华 人民共和国公司法》(以下称《公司法》)、《中华人民共和国证券 法》(以下称《证券法》)、中国证券监督管理委员会《上市公司股 东会规则》(以下称《股东会规则》)等法律、法规和规范性文件及 《长白山旅游股份有限公司章程》(以下称《公司章程》)、《长白 山旅游股份有限公司股东会议事规则》(以下称《公司股东会议事规 则》)等有关规定,就本次股东会进行见证并出具法律意见书。 为出具本法律意见书,本所律师审查了公司提供的本次股东会的 相关资料,包括但不限于公司关于召开 2025年第三次临时股东会的 通知、公司 2025年第三次临时股东会议程、议案及决议等文件资料。 公司已向本所作出保证和承诺,其提供的资料和文件均真实、准确、 完整,无重大遗漏。 吉林兢诚律师事务所 关于长白山旅游股份有限公司 地址:长春市净月区生态大街与福祉大路 ...
不止于滑雪:长白山万达国际度假区25-26新雪季焕新体验
Huan Qiu Wang· 2025-12-29 06:25
Core Insights - Changbai Mountain Wanda International Resort is enhancing its winter offerings with four new projects aimed at providing unique experiences for visitors [1][3][5][6] Group 1: New Projects - "Changbai Mountain White Creek Drifting" offers a scenic experience where visitors can kayak along a non-freezing river, surrounded by frost-covered trees, for approximately 60 minutes [3] - "Momo Snow Mountain Adventure" is an immersive children's skiing camp that incorporates storytelling and game elements to teach skiing skills while engaging kids in a narrative [3][5] - "Birch Snow Trekking" allows participants to explore the cultural heritage of the region with a guide, learning about local wildlife and participating in traditional rituals [5] - "Momo Magic Market Theater" transforms the Wanda Momoland Hotel into an interactive theater experience, where guests can engage in various magical activities and unlock hidden tasks [6] Group 2: Resort Enhancements - The resort has optimized several core ski trails and terrain parks, achieving full coverage of night lighting to extend skiing hours [6] - The resort has introduced a wider variety of trendy dining and retail brands to enhance the leisure and shopping experience for visitors [6] - Classic attractions such as the "Wow Cool Snow Fun Park" and "Halla Mountain Hot Springs" will continue to provide high-quality experiences alongside the new offerings [6] Group 3: Recognition and Awards - Changbai Mountain Wanda International Resort has received multiple accolades, including being named a national-level ski tourism resort and a top winter sports brand [8] - The resort has been recognized for its contributions to the tourism industry and has been awarded various honors, including the annual popular winter tourism destination award [8]
长白山涨2.02%,成交额2.51亿元,主力资金净流入435.73万元
Xin Lang Cai Jing· 2025-12-26 05:58
长白山今年以来股价涨9.21%,近5个交易日跌3.06%,近20日跌4.69%,近60日跌1.10%。 今年以来长白山已经1次登上龙虎榜,最近一次登上龙虎榜为11月5日,当日龙虎榜净买入-6961.51万 元;买入总计1.31亿元 ,占总成交额比7.61%;卖出总计2.00亿元 ,占总成交额比11.66%。 资料显示,长白山旅游股份有限公司位于吉林省长白山保护开发区池北区(白林西区和平街),成立日期 2010年12月8日,上市日期2014年8月22日,公司主营业务涉及旅游服务业,包括旅游客运、旅行社及温 泉水开发、利用业务。主营业务收入构成为:旅游客运业务66.82%,酒店业务24.09%,其他业务 6.82%,旅行社业务2.28%。 长白山所属申万行业为:社会服务-旅游及景区-自然景区。所属概念板块包括:在线旅游、冰雪产业、 网约车概念、旅游酒店、东北振兴等。 12月26日,长白山盘中上涨2.02%,截至13:24,报45.91元/股,成交2.51亿元,换手率2.07%,总市值 125.04亿元。 资金流向方面,主力资金净流入435.73万元,特大单买入396.21万元,占比1.58%,卖出286.71万元 ...