长白山旅游股份有限公司2025 年半年度报告摘要 1.1 本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发 展规划，投资者应当到 www.sse.com.cn 网站仔细阅读半年度报告全文。 公司代码：603099 公司简称：长白山 1.2 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确性、 长白山旅游股份有限公司 完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 2025 年半年度报告摘要 长白山旅游股份有限公司2025 年半年度报告摘要 第一节 重要提示 | 联系人和联系方式 | 董事会秘书 | 证券事务代表 | | --- | --- | --- | | 姓名 | 段国岩 | 韩望 | | 电话 | 0433-5310177 | 0433-5310177 | | 办公地址 | 吉林省长白山保护开发区 | 吉林省长白山保护开发区 | | 电子信箱 | changbaishan@vip.126.com | changbaishan@vip.126.com | 2.2 主要财务数据 单位：元 币种：人民币 1.3 公司全体 ...

Investment Rating - The industry rating is "Strongly Outperforming the Market" [96] Core Insights - The report highlights the "Small Happiness" consumption trend, indicating that new consumption does not rely on overall economic growth but rather on the expansion of consumption behaviors among niche groups [3][12] - The tourism sector, particularly in Changbai Mountain, has seen significant growth, with July 2025 visitor numbers reaching 810,200, a 37.8% year-on-year increase, marking a historical high for the month [4][51] - The duty-free sector is expected to benefit from the upcoming Hainan Free Trade Port's closure, which will allow visa-free entry for individuals from 85 countries, significantly increasing the user base for duty-free shopping [4][45] - The report emphasizes the potential of the "trendy play" sector, supported by recent policies aimed at stimulating consumption and industry regulation, which may favor compliant leading enterprises [5][53] - In the education sector, advancements in AI+ education are noted, with several companies launching AI-driven educational products, indicating a potential revenue surge for key players [6][63] - The medical beauty industry is undergoing optimization through refined operations, with leading institutions expected to capture more market share as new products are launched [6][73] Summary by Sections New Consumption - New consumption is characterized by emotional value rather than cost-effectiveness, with a shift from heavy asset allocation to frequent "small happiness" purchases [3][12] - The youth demographic (ages 15-24) is projected to drive consumption trends as they enter the labor market, while the adult demographic's influence is expected to diminish [15] Duty-Free and Tourism - The duty-free industry is poised for growth with the Hainan Free Trade Port's upcoming closure, enhancing the attractiveness of the region for international tourists [42][45] - Changbai Mountain's tourism data indicates a strong recovery and growth potential, particularly in the summer season [4][51] Trendy Play - The trendy play sector is expected to benefit from consumption policies and industry self-regulation, with long-term prospects for cultural products expanding overseas [5][53] Education - The AI+ education sector is gaining traction, with several companies launching innovative products that are expected to see significant revenue growth [6][63] Medical Beauty - The medical beauty industry is experiencing a shift towards refined operations, with new product launches expected to enhance market dynamics [6][73]

每经AI快讯，有投资者在投资者互动平台提问：请问董秘目前股东数量是多少？ 长白山（603099.SH）8月25日在投资者互动平台表示，公司董秘未持股公司股票。 （记者 谭玉涵） ...

证券之星消息，8月22日旅游及景区板块较上一交易日上涨0.64%，西域旅游领涨。当日上证指数报收 于3825.76，上涨1.45%。深证成指报收于12166.06，上涨2.07%。旅游及景区板块个股涨跌见下表： 从资金流向上来看，当日旅游及景区板块主力资金净流出1.92亿元，游资资金净流出4643.61万元，散户 资金净流入2.38亿元。旅游及景区板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300859 | 西域旅游 | 45.08 | 8.52% | 27.11万 | 12.01亿 | | 6602099 | 长白山 | 42.10 | 2.33% | 12.53万 | 5.23 Z | | 000610 | 西安旅游 | 13.75 | 1.40% | 31.60万 | 4.31亿 | | 661809 | 九华旅游 | 37.35 | 1 ...

金融界消息 截至2025年8月22日收盘，长白山（603099）报收于42.1元，上涨2.33%，换手率4.7%，成 交量12.53万手，成交金额5.23亿元。 资金流向方面，今日主力资金净流入3058.85万元，占比成交额5.85%。其中，超大单净流入13.47万 元、占成交额0.03%，大单净流入3045.38万元、占成交额5.82%，中单净流出流入25.57万元、占成交额 0.05%，小单净流出3084.42万元、占成交额5.9%。 长白山最新一期业绩显示，截至2025一季报，公司营业总收入1.29亿元、同比增长0.73%，归属净利润 439.47万元，同比减少58.93%，扣非净利润439.74万元，同比减少62.13%，流动比率2.260、速动比率 2.174、资产负债率17.44%。 天眼查商业履历信息显示，长白山旅游股份有限公司，成立于2010年，位于白山市，是一家以从事道路 运输业为主的企业。企业注册资本26667万人民币，实缴资本20000万人民币。公司法定代表人为王昆。 通过天眼查大数据分析，长白山旅游股份有限公司共对外投资了8家企业，参与招投标项目430次，知识 产权方面有商标信息122 ...

Investment Rating - The industry is rated as "stronger than the market" with an expected relative increase of over 10% compared to the market index in the next six months [38]. Core Insights - The heavy holding ratio for the social service industry in Q2 2025 is 0.09%, a decrease of 0.03 percentage points from the previous quarter, ranking 30th among 31 first-level industries, indicating a position at the bottom of the industry [11][35]. - The current heavy holding ratio is significantly below the five-year historical average of 0.49%, suggesting substantial room for rebound [11][35]. - The education sector shows a rebound in interest, while the hotel and restaurant sector remains at a low holding ratio [18][35]. - The implementation and optimization of the national visa-free policy is expected to continue boosting the tourism market, alongside new opportunities arising from the establishment of duty-free shops [35]. Summary by Sections Heavy Holding Ratio Analysis - In Q2 2025, there are 344 funds heavily invested in the social service industry, a decrease of 59 funds from the previous quarter, with a total market value of 6.225 billion yuan, down by 1.786 billion yuan [11][35]. - The heavy holding ratio for the hotel and restaurant sector is at 0.02%, down 0.01 percentage points, while the tourism and scenic area sector is at 0.03%, showing a slight decline [18][35]. Sector Performance - The professional services sector has seen a decrease in heavy holding ratio to 0.03%, while the education sector has slightly increased to 0.01% [18][35]. - The hotel and restaurant sector's heavy holding ratio has been declining since reaching a peak in Q2 2022 [18][35]. Individual Stock Performance - The top ten stocks in the social service sector have a combined heavy holding ratio of 0.072%, down 0.03 percentage points from Q1 2025 [27][28]. - Notable increases in heavy holding ratios were observed for stocks such as Dou Shen Education and Changbai Mountain, while significant decreases were noted for Huace Detection and Su Shi Testing [30][31].

吉诺贝尔科学家科创园的正式运营，成为长春高新区科技成果产业化的重要载体。园区成功引进16项先 进技术，完成4项小试与中试放大实验，并与山东骏飞、武汉恒业通等企业建立技术合作关系。其中， 陈学思院士团队的芳纶纸产业化项目已完成设备安装并正式投产，上半年销售额约500万元，全年计划 实现1500万元产值，为新材料产业发展树立了标杆。 知识产权工作的扎实推进，为创新发展提供了坚实保障。由吉林大学靳立强教授团队设计的"自动轮智 行底盘"技术斩获多项专利，目前该项目在研发阶段已与国内多家车企及配件企业签订技术研发合同， 并有小批量订单落地，为全球汽车产业植入中国创新基因。 此外，长春高新区顺利完成2024年度长春新区知识产权项目送审及第二批项目（首拨款）拨付工作，29 户企业及代理机构获得专利导航等政策奖励，总金额达179.14万元。依托长春新区科技创新平台，长春 高新区还完成了2025年科技创新资源统计和知识产权数据分类汇总，数据显示，今年上半年长春高新区 授权专利达2360件，其中发明专利1469件，创新成果数量与质量同步提升。（樊晨） 产业园区是经济建设的"主战场"，为了推动园区高质量发展，长春高新区制定《长春高 ...

Core Insights - The tourism and scenic area sector experienced a rise of 2.16% on August 18, with Tibet Tourism leading the gains [1] - The Shanghai Composite Index closed at 3728.03, up 0.85%, while the Shenzhen Component Index closed at 11835.57, up 1.73% [1] Sector Performance - Tibet Tourism (600749) saw a closing price of 29.44, with a significant increase of 10.01% and a trading volume of 325,000 shares, amounting to a transaction value of 943 million yuan [1] - Caesar Travel (000796) also rose by 10.00% to a closing price of 5.28, with a trading volume of 1,111,300 shares, resulting in a transaction value of 575 million yuan [1] - Other notable performers included Huangshan Tourism (600054) with a 3.53% increase, closing at 12.31, and Dalian Shengya (600593) with a 3.13% increase, closing at 32.26 [1] Capital Flow - The tourism and scenic area sector saw a net inflow of 354 million yuan from main funds, while retail funds experienced a net outflow of 73.84 million yuan [2] - Major stocks like Tibet Tourism and Caesar Travel attracted significant main fund inflows of 204 million yuan and 202 million yuan, respectively [3] - Conversely, retail investors showed a net outflow from several stocks, including a notable outflow from Caesar Travel of 86.52 million yuan [3]

Group 1 - The article discusses the restrictions on bringing wooden items, specifically pine wood, into the Changbai Mountain Nature Reserve due to the threat of the pine wood nematode disease, which is highly destructive to pine trees [2][3] - The Changbai Mountain management has implemented strict regulations that require any wooden items brought into the area to have a quarantine certificate, and the use of pine wood and its products is strictly prohibited [2][3] - The article highlights the annual "8·17 Rice Festival," organized by fans of the novel "Tomb Raider Notes," which commemorates a significant event in the story and is set to take place in 2025, marking the second ten-year anniversary of the characters' promise [3][4] Group 2 - The festival will include various activities such as concerts, cosplay, markets, and fireworks, with strong support from the Changbai Mountain management and coordination among multiple departments to ensure safety and order during the event [3][4] - The Changbai Mountain scenic area staff indicated that as long as the items brought by visitors do not pose a safety risk, they should be allowed entry, subject to verification by security personnel [4]

Group 1 - The core point of the article highlights the recent performance and financial metrics of Changbai Mountain Tourism Co., Ltd., including stock price movement and trading volume [1][3] - As of August 14, 2025, the stock price of Changbai Mountain is 38.55 yuan, down 1.93%, with a trading volume of 85,100 lots and a transaction amount of 334 million yuan [1] - The company experienced a net outflow of main funds amounting to 42.675 million yuan, representing 12.79% of the transaction amount, with significant outflows from large orders [1] Group 2 - For the first quarter of 2025, Changbai Mountain reported total operating revenue of 129 million yuan, a year-on-year increase of 0.73%, while net profit attributable to shareholders decreased by 58.93% to 4.3947 million yuan [1] - The company has a current ratio of 2.260, a quick ratio of 2.174, and a debt-to-asset ratio of 17.44% [1] - Changbai Mountain has made investments in 8 enterprises and participated in 429 bidding projects, along with holding 122 trademark registrations and 49 administrative licenses [2]