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： 本次赎回金额：人民币 28,100.00 万元 已履行的审议程序：江苏天目湖旅游股份有限公司(以下简称"公司") 于 2025 年 1 月 10 日，召开了第六届董事会第十一次会议、第六届监事会第九次 会议，审议通过《关于使用闲置募集资金进行现金管理的议案》，同意在确保募 集资金投资项目正常进行和保证募集资金安全的前提下，使用本金总金额不超过 21,000.00 万元闲置募集资金进行现金管理，使用期限不超过 12 个月，在上述 额度及决议有效期内，可以循环滚动使用。闲置募集资金现金管理到期后归还至 募集资金专户。公司独立董事、保荐机构对本事项发表了同意意见。 证券代码：6003136 证券简称：天目湖 公告编号：2025-055 江苏天目湖旅游股份有限公司 关于使用部分闲置募集资金进行现金管理赎回的公告 公司于 2025 年 5 月 15 日、2025 年 5 月 20 日，分别召开了第六届董事会审 计委员会第九次会议和第六届董事会第十三次会议，审议通过《关于使用 ...

Group 1 - Jizhi Co., Ltd. plans to acquire at least 51% equity in Pumai Technology through cash payment, aiming to gain control over the company, which is a leading enterprise in the field of robot performance testing and calibration in China [1] - Yaxing Chemical's subsidiary intends to transfer 7.14% equity for 60 million yuan to another fund under the same control, indicating strategic investment movements within the same management group [2] - Weigao Bio's application for clinical trials of subcutaneous human immunoglobulin has been accepted by the National Medical Products Administration, targeting primary immunodeficiency diseases [3] Group 2 - Sentai Co., Ltd.'s controlling shareholder plans to increase shareholding by at least 100 million yuan within 12 months, aiming to enhance confidence in the company's future [4] - Health元's subsidiary has received acceptance for the marketing authorization application of Lecanemab injection, which is intended for moderate to severe plaque psoriasis patients [5][11] - Sunshine Nuohuo has signed a technical development contract for the STC008 injection project, with a total payment of 500 million yuan, indicating significant investment in cancer treatment [6] Group 3 - Hunan YN has been designated as a delivery warehouse for lithium carbonate by the Guangzhou Futures Exchange, enhancing its position in the lithium market [7] - Tianji Co., Ltd. is pushing for the industrialization of lithium sulfide material preparation, although it faces risks in commercialization [8] - Yuandong Bio has received FDA approval for Methylene Blue injection, expanding its product portfolio in the U.S. market [10] Group 4 - Nanshan Aluminum has established a wholly-owned subsidiary in Hainan with an investment of 5 million yuan, focusing on high-end aluminum products [13] - ST Xifa plans to acquire 50% equity in Lhasa Beer, aiming for full ownership, with the transaction currently in the planning stage [14] - Hengrui Medicine's SHR-A1904 injection has been included in the list of breakthrough therapy products, indicating its potential in treating advanced gastric cancer [12] Group 5 - Chengdu Gas is planning to merge three subsidiaries, streamlining operations and enhancing efficiency [26] - Baoli Electric intends to invest 50 million yuan to establish a wholly-owned subsidiary focused on key equipment and solutions in energy storage [27] - Huadian International has successfully put the second unit of its Longkou Phase IV project into commercial operation, marking a significant milestone in its energy production capacity [34]

证券代码：603136 证券简称：天目湖 公告编号：2025-054 江苏天目湖旅游股份有限公司 关于出售参股公司股权暨关联交易完成的公告 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 担个别及连带责任。 一、交易概述 江苏天目湖旅游股份有限公司（以下简称"公司"）拟以非公开协议转让的 方式将其所持有的江苏天目湖动物王国旅游有限公司（以下简称"动物王国公司"） 4.5944%股权转让给溧阳市国有资产投资控股集团有限公司（以下简称"溧阳国 投"），交易价格以江苏中企华中天资产评估有限公司评估报告的最终评估值为依 据，公司持有动物王国公司 4.5944%股权的评估值为 1,827.50 万元。双方一致 协商同意本次股权转让价格为 1,827.50 万元。本次交易完成后，公司不再持有 动物王国公司股份。 具 体 内 容 详 见 公 司 于 2025 年 12 月 10 日 在 上 海 证 券 交 易 所 网 站 （www.sse.com.cn）披露的《江苏天目湖旅游股份有限公司关于出售参股公司股 权暨关联交易的公告》（公告编号：2025-05 ...

天目湖公告，公司已完成将所持有的江苏天目湖动物王国旅游有限公司4.5944%股权转让给溧阳市国有 资产投资控股集团有限公司。交易价格为1827.5万元，依据江苏中企华中天资产评估有限公司的评估报 告。交易完成后，公司不再持有动物王国公司股份。 ...

12月24日，天目湖跌0.74%，截至发稿，报12.04元/股，成交1.12亿元，换手率3.46%，总市值32.52亿 元。天目湖股价已经连续5天下跌，区间累计跌幅5.05%。 截至发稿，曹璐迪累计任职时间5年220天，现任基金资产总规模204.56亿元，任职期间最佳基金回报 119.4%， 任职期间最差基金回报-44.98%。 资料显示，江苏天目湖旅游股份有限公司位于江苏省溧阳市天目湖旅游度假区环湖西路1号，成立日期 1992年9月15日，上市日期2017年9月27日，公司主营业务涉及旅游景区的开发管理和经营。主营业务收 入构成为：景区业务55.19%，旅行社业务33.78%，酒店业务28.65%，其他(补充)9.35%，温泉业务 7.68%，水世界业务0.12%。 从天目湖十大流通股东角度 数据显示，富国基金旗下1只基金位居天目湖十大流通股东。富国中证旅游主题ETF（159766）三季度 增持100.33万股，持有股数274.82万股，占流通股的比例为1.02%。根据测算，今日浮亏损失约24.73万 元。连续5天下跌期间浮亏损失175.88万元。 富国中证旅游主题ETF（159766）成立日期2021年7 ...

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。 证券之星消息，12月15日旅游及景区板块较上一交易日上涨0.37%，天目湖领涨。当日上证指数报收于 3867.92，下跌0.55%。深证成指报收于13112.09，下跌1.1%。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入4405.0万元，游资资金净流入2347.23万元，散 户资金净流出6752.22万元。旅游及景区板块个股资金流向见下表： ...

Investment Rating - The report rates the industry as "Overweight," indicating a positive outlook for the sector compared to the overall market performance [2]. Core Insights - The report highlights a moderate recovery in consumer spending, with tourism-related prices showing strong performance. The national CPI increased by 0.7% year-on-year in November 2025, reflecting a continued recovery in consumer spending [2][7]. - Hotel prices have shown resilience despite seasonal demand fluctuations, with the average hotel room price maintaining positive growth year-on-year. The RevPAR (Revenue Per Available Room) has only slightly declined, indicating a shift from a volume-driven recovery to a price-stabilized and optimized operational approach [2][8]. - The introduction of REITs (Real Estate Investment Trusts) in the service industry is expected to clarify the asset securitization path for various service sectors, including tourism and hospitality. This initiative aims to revitalize existing assets and improve financial structures [2][22][23]. Summary by Sections 1. Hotel Structure Differentiation and Price Resilience - The hotel industry is experiencing a seasonal decline in occupancy rates, but average room prices remain stable, with an ADR (Average Daily Rate) of 388.8 CNY per night in early December, up 4.3% year-on-year [8][10]. - The RevPAR for the week ending December 6, 2025, was 233 CNY per night, showing only a 0.4% decline year-on-year, indicating a recovery phase focused on price stability and operational efficiency [8][10]. 2. REITs Supporting Asset Securitization in the Service Industry - The newly released REITs project industry scope includes cultural tourism infrastructure and commercial facilities, allowing for a clearer path to asset securitization for hotels and tourist attractions [22][23]. - The report emphasizes that the inclusion of high-quality service industry assets in the REITs framework will enhance cash flow stability and operational efficiency, ultimately benefiting the valuation and investment landscape of the sector [22][24]. 3. Valuation of Key Industry Companies - The report provides a detailed valuation of key companies in the tourism and hospitality sectors, including metrics such as market capitalization and PE ratios, indicating a diverse range of investment opportunities [26]. - Notable companies highlighted for investment consideration include tourism sites like Sanxia Tourism and hotels like Shoulu Hotel and Huazhu [26].

Core Viewpoint - Jiangsu Tianmuhu Tourism Co., Ltd. has signed a transfer agreement to sell a 4.5944% stake in Jiangsu Tianmuhu Animal Kingdom Tourism Co., Ltd. to Liyang State Investment Holding Group Co., Ltd. for 18.275 million yuan, marking an 8.53% discount from the book cost of 19.98 million yuan, as part of a strategy to optimize asset structure and focus on core business development [1][2][3] Group 1: Transaction Details - The transaction is classified as a related party transaction since Liyang State Investment is an indirect controlling shareholder of the company, and a company director also serves on Liyang's board [1] - The assessment method used for the transaction was the asset-based approach, and the pricing was determined through mutual agreement, ensuring fairness and compliance with legal regulations [2] - The payment for the transaction will be made in two installments: 9.14 million yuan within five working days of signing the agreement, and the remaining amount after the completion of business registration procedures [2] Group 2: Project Background and Termination - The Animal Kingdom project was initiated in April 2022 with a registered capital of 100 million yuan, where Tianmuhu contributed 19.98% [2] - The project aimed to create a comprehensive cultural tourism complex with an investment of 3.55 billion yuan, covering approximately 1,800 acres, and was expected to attract 4 million visitors annually [2] - Due to changes in market expectations and economic conditions, the project was deemed unfeasible, leading to its termination in September 2025 [1][2] Group 3: Financial Impact and Strategic Focus - The company views this transfer as a timely loss mitigation, as the project had already faced delays and potential losses [3] - In Q3 2025, the company reported a revenue of 140 million yuan, a year-on-year decrease of 1.23%, and a net profit of 28.5268 million yuan, down 13.19% [3] - Strategically, the company is focusing on expanding its core business, having recently strengthened its control over segments like performing arts and technology through the acquisition of stakes in three subsidiaries [3]

12月10日，江苏天目湖旅游股份有限公司（天目湖，603136.SH）发布公告，与溧阳国投完成转让协议的签署，以非公开协议转让的方式将其持 有的江苏天目湖动物王国旅游有限公司（下称"动物王国公司"）4.5944%股权转让给溧阳市国有资产投资控股集团有限公司（下称"溧阳国投"）， 交易价格为1827.5万元（人民币，下同）。 本次交易完成后，天目湖不再持有动物王国公司股份。 天目湖此次出股权出售背后，是动物王国公司综合体项目（下称"动物王国项目"）被终止以及当地政府对项目涉及的相关事项进行调查。 今年9月17日，天目湖发布的公告显示：鉴于参股公司动物王国公司已决定终止动物王国项目的实施，动物王国公司于2024年8月8日审议通过的增 资扩股方案亦决定同步终止实施，据此，天目湖根据动物王国公司的决定，拟终止向参股公司增资，并授权管理层与动物王国公司协商妥善解决 后续相关事宜。 同日晚间，溧阳市融媒体中心官方公众号"中国溧阳"发布的消息显示："近日，市委常委会召开会议。常州市人大常委会副主任、溧阳市委书记叶 明华主持会议。会议听取了《关于溧阳市天目湖动物王国文旅综合体项目情况》的汇报。经研究决定：一是同意溧阳市国有资 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 三、其他说明 一、交易概述 江苏天目湖旅游股份有限公司（以下简称"公司"）拟以非公开协议转让的方式将其所持有的江苏天目湖 动物王国旅游有限公司（以下简称"动物王国公司"）4.5944%股权转让给溧阳市国有资产投资控股集团 有限公司（以下简称"溧阳国投"），交易价格以江苏中企华中天资产评估有限公司评估报告的最终评估 值为依据，公司持有动物王国公司4.5944%股权的评估值为1,827.50万元。双方一致协商同意本次股权 转让价格为1,827.50万元。本次交易完成后，公司不再持有动物王国公司股份。 具体内容详见公司于2025年12月10日在上海证券交易所网站（www.sse.com.cn）披露的《江苏天目湖旅 游股份有限公司关于出售参股公司股权暨关联交易的公告》（公告编号：2025-052）。 二、本次交易的进展情况 目前，公司与溧阳国投完成转让协议的签署。 证券代码：603136 证券简称：天目湖 公告编号：2025-053 江苏天目湖旅游股份有限公司 关于出售参股公司股权暨关联交易的进展公告 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 ...