股东广州产业投资控股集团有限公司保证向本公司提供的信息内容真实、准 确、完整，没有虚假记载、误导性陈述或重大遗漏。 证券简称：岭南控股 证券代码：000524 公告编号：2025-042 号 广 州 岭 南 集 团 控 股 股 份 有 限 公 司 关 于 持 股 5%以 上 股 东 减 持 股 份 超 过 1%的 公 告 本次权益变动方式（可多 选） 通过证券交易所的集中交易 通过证券交易所的大宗交易□ 国 有 股 行 政 划 转 或 变 更 □ 取 得 上 市 公 司 发 行 的 新 股 □ 表 决 权 让 渡 □ 协 议 转 让 □ 间 接 方 式 转 让 □ 执 行 法 院 裁 定 □ 继 承 □ 赠 与□ 其 他□ （ 请 注 明 ） 本次增持股份的资金来源 （可多选） 自有资金 □ 银行贷款 □ 其他金融机构借款 □ 股东投资款 □ 其他 □（请注明） 不涉及资金来源 3. 本次变动前后，投资者及其一致行动人拥有上市公司权益的股份情况 股份性质 本次变动前持有股份 本次变动后持有股份 股数(万股) 占总股本比例 (%) 股数(万股) 占总股本比例 (%) 合计持有股份 6,702.0838 10.0 ...

Group 1 - The major shareholder, Guangzhou Industrial Investment Holding Group Co., Ltd., reduced its stake in Lingnan Holdings by selling 8.4479 million shares from September 1 to September 8, 2025, which accounts for 1.26% of the total share capital [1] - After the reduction, Guangzhou Industrial Investment holds 58.5729 million shares, representing 8.74% of the total share capital of the company [1]

Financial Performance - In the first half of 2025, the company achieved operating revenue of CNY 2,089.60 million, an increase of 8.52% compared to the same period last year [2][3] - The net profit attributable to shareholders was CNY 49.53 million, reflecting a growth of 24.39% year-on-year [3] - The net cash flow from operating activities was CNY 124.78 million, with a debt-to-asset ratio of 39.03% and a weighted average return on equity of 2.16% [3] Travel and Tourism Business - Guangzhou Travel Agency (广之旅) reported operating revenue of CNY 1,535.71 million in the first half of 2025, up 11.78% year-on-year, with outbound tourism (excluding Hong Kong and Macau) generating CNY 848.81 million [5] - The company launched a "3+1" boutique cultural tourism matrix for the 15th National Games, offering over a thousand themed travel routes [9][10] - The company is actively developing products for the silver economy, including the "Leisure for Seniors" club and upgraded travel products [11] Hotel and Accommodation Business - The hotel segment saw revenue growth of 1.60% year-on-year, reaching CNY 118.56 million in the first half of 2025 [6] - The company signed 69 new hotel projects, adding nearly 4,000 rooms, and expanded its presence in key cities [13] - The company is integrating its hotel resources to enhance service offerings for major events like the National Games [10] Strategic Partnerships and Innovations - A strategic partnership was established with Pony.ai to integrate autonomous driving technology into tourism services [7][8] - The company is developing a city duty-free shopping experience in Guangzhou, with a registered capital of CNY 45 million for the new duty-free company [14][15] Market Expansion - The travel agency has opened approximately 200 stores nationwide, with 119 located in Guangdong province, contributing to 27.49% of total revenue from subsidiaries outside the South China headquarters [12] - The company is focusing on expanding its market presence in the northern regions through the establishment of a northern headquarters [13]

截至发稿，曹璐迪累计任职时间5年113天，现任基金资产总规模137.39亿元，任职期间最佳基金回报 100.92%， 任职期间最差基金回报-44.98%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，富国基金旗下1只基金位居岭南控股十大流通股东。富国中证旅游主题ETF（159766）二季 度减持34.02万股，持有股数260.67万股，占流通股的比例为0.39%。根据测算，今日浮盈赚取约226.78 万元。连续7天上涨期间浮盈赚取868.04万元。 富国中证旅游主题ETF（159766）成立日期2021年7月15日，最新规模29.55亿。今年以来收益3.32%， 同类排名3940/4222；近一年收益19.44%，同类排名3534/3795；成立以来亏损27.19%。 富国中证旅游主题ETF（159766）基金经理为曹璐迪。 9月8日，岭南控股涨5.28%，截至发稿，报17.35元/股，成交5.95亿元，换手率5.34%，总市值116.28亿 元。岭南控股股 ...

Group 1 - The tourism and scenic spots sector increased by 0.25% on September 5, with Xiyu Tourism leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] - Xiyu Tourism's stock price rose by 6.98% to 47.35, with a trading volume of 221,100 shares and a transaction value of 1.007 billion [1] Group 2 - The sector experienced a net outflow of 546 million from main funds, while retail investors saw a net inflow of 414 million [2] - The top gainers included Lingnan Holdings and Zhongxin Tourism, with increases of 4.77% and 4.65% respectively [1] - The top losers included Tibet Tourism, which fell by 8.48%, and Changzi Mountain, which decreased by 5.27% [2] Group 3 - Xiyu Tourism had a net inflow of 71.1 million from main funds, while retail investors had a net outflow of 44.3 million [3] - Zhongxin Tourism also saw a net inflow of 63.9 million from main funds, with a significant outflow from retail investors [3] - The overall trend indicates a mixed sentiment among different investor types within the tourism sector [2][3]

Core Viewpoint - A-shares experienced a decline on September 4, with the Shanghai and Shenzhen markets seeing a total turnover of 2.54 trillion yuan, reflecting weak market sentiment, particularly in the technology sector, while the consumer sector showed resilience [1] Group 1: Market Performance - The Shanghai Composite Index fell by 1.25%, the Shenzhen Composite Index dropped by 2.83%, and the ChiNext Index decreased by 4.25%, marking three consecutive days of market pullback [1] - A total of 2,297 stocks rose, with 43 hitting the daily limit up, indicating some pockets of strength despite the overall market decline [1] Group 2: Popular Stocks - The top ten popular stocks included: - Bubu Gao, Pacific Securities, Victory Precision, Yanshan Technology, Lingnan Holdings, Sanwei Communication, Eurasia Group, Xian Dao Intelligent, Supply and Marketing Daji, and Jishi Media [2] - Bubu Gao topped the list with a heat value of 10, driven by its focus on duty-free shops and prepared dishes, achieving a limit up on its first board [2] Group 3: Company Highlights - Bubu Gao's strong performance is attributed to the completion of judicial restructuring, with a 24.45% year-on-year revenue increase and a net profit of 201 million yuan, marking a turnaround from losses [3] - Pacific Securities saw a 76.65% year-on-year increase in net profit, with a 37% rise in investment banking revenue, benefiting from policy support for the financial sector [3] - Victory Precision's stock performance is driven by breakthroughs in copper foil technology and a recovery in the consumer electronics sector, with a net inflow of over 779 million yuan [3] Group 4: Sector Trends - Yanshan Technology's stock was influenced by AI technology hype and significant funding speculation, with a net profit increase of 81% year-on-year [4] - Lingnan Holdings reported an 8.5% revenue growth and a 24.4% net profit increase, benefiting from the recovery of outbound tourism and innovative business models [4] - Sanwei Communication's stock was boosted by favorable satellite communication policies and its expansion into multiple technology sectors, with significant net buying from deep stock connections [4] Group 5: Additional Insights - Eurasia Group's net profit increased by 39.06% year-on-year, supported by regional expansion and active retail performance [5] - Xian Dao Intelligent's stock performance is driven by breakthroughs in solid-state battery technology, with a 61.19% increase in net profit and improved cash flow [5]

Group 1: Stock Market Performance - 12 stocks had closing orders exceeding 100 million yuan, with Anzheng Fashion and Tianji Co. each surpassing 200 million yuan in closing orders [2] - The top three stocks by closing order volume were Longxin Co. (458,500 hands), Pacific Securities (344,600 hands), and Victory Precision (318,500 hands) [2] - Hongyu Packaging achieved a revenue of 321 million yuan in the first half of the year, a year-on-year increase of 5.54%, with a net profit of 12.21 million yuan, up 147.37% [2] Group 2: Company Financials - Tianji Co. reported a revenue of 1.068 billion yuan in the first half of the year, a year-on-year increase of 19.16%, but incurred a net loss of 52.36 million yuan [3] - Hongyu Packaging's net profit growth was attributed to increased sales of color-printed composite packaging products and improved gross margins due to changes in product and customer structure [2] - Anzheng Fashion's subsidiary provides e-commerce platform operations for international brands, contributing to its performance growth [5] Group 3: Industry Insights - Solid-state batteries are identified as a promising next-generation lithium battery technology, with investment opportunities arising from material innovation and accelerated industrialization [3] - The cross-border e-commerce sector is experiencing growth, with companies like Zhongyuan Home and Anzheng Fashion expanding their market presence [5] - The sports industry is leveraging events to boost cultural and tourism consumption, with companies like Lingnan Holdings and Yuanlong Yatu focusing on major sports events [6]

Group 1 - The Guangdong Free Trade Zone concept rose by 1.68%, ranking 7th among concept sectors, with 16 stocks increasing in value, including a 20% surge in Huanlejia and a limit-up for Lingnan Holdings [1] - Leading gainers in the sector included Guangbai Co., Yue Media, and Shiroyama Zhaoye, which rose by 4.73%, 4.05%, and 3.34% respectively [1] - The sector experienced a net inflow of 292 million yuan, with 13 stocks receiving net inflows, and 6 stocks exceeding 10 million yuan in net inflow [2] Group 2 - The top net inflow stocks included Lingnan Holdings with 126 million yuan, followed by Huanlejia, Huafa Co., and Yue Media with net inflows of 110 million yuan, 86.12 million yuan, and 34.10 million yuan respectively [2][3] - The net inflow ratios for Huanlejia, Huafa Co., and Lingnan Holdings were 18.29%, 15.68%, and 14.03% respectively, indicating strong investor interest [3] - Among the top gainers, Lingnan Holdings had a daily increase of 10%, while Huanlejia saw a rise of 20.02% [3][4]

Group 1 - The prepared food concept sector rose by 2.36%, ranking third among concept sectors, with 91 stocks increasing in value [1] - Notable gainers included Huijia Times, Guoguang Chain, and Huifa Food, which hit the daily limit, with respective increases of 10.05%, 10.00%, and 10.00% [1][3] - The sector saw a net inflow of 1.219 billion yuan from main funds, with 45 stocks receiving net inflows, and 7 stocks exceeding 50 million yuan in net inflow [2] Group 2 - The top net inflow stock was Bubu Gao, with a net inflow of 744.38 million yuan, followed by Tongwei Co. and Lingnan Holdings with net inflows of 453.21 million yuan and 126.47 million yuan respectively [2][3] - The net inflow ratios for Huijia Times, Bubu Gao, and Huifa Food were 40.73%, 34.85%, and 23.46% respectively, indicating strong investor interest [3] - The overall market performance showed a mixed trend, with the dairy industry leading with a 2.95% increase, while sectors like national big fund holdings and optical packaging saw declines [2]

Core Viewpoint - The duty-free shop concept has seen a significant increase, with a rise of 2.57% as of the market close on September 4, positioning it as the second-highest gaining sector among concept stocks [1][2]. Group 1: Market Performance - Within the duty-free shop sector, 28 stocks experienced gains, with notable performers including Lingnan Holdings, Ouhua Group, and Bubugao, which reached their daily limit up [1]. - The top gainers in the sector included Zhongbai Group, Caesar Travel, and Guangbai Co., which rose by 5.93%, 4.96%, and 4.73% respectively [1]. - Conversely, the sector also saw declines, with Tibet Zhufeng and Baiyun Airport dropping by 4.76% and 0.31% respectively [1]. Group 2: Capital Flow - The duty-free shop sector attracted a net inflow of 1.059 billion yuan from major funds today, with 23 stocks receiving net inflows [2][3]. - Bubugao led the net inflow with 744.44 million yuan, followed by Lingnan Holdings, Youhao Group, and China Duty Free, which saw net inflows of 126.47 million yuan, 85.24 million yuan, and 52.26 million yuan respectively [2][3]. - The net inflow ratios for Youhao Group, Bubugao, and Lingnan Holdings were 36.39%, 34.85%, and 14.03% respectively, indicating strong investor interest [3]. Group 3: Stock Performance Details - Bubugao's stock increased by 9.98% with a turnover rate of 16.61% and a net inflow of 744.44 million yuan [3]. - Lingnan Holdings and Youhao Group also performed well, with increases of 10.00% and 9.95% respectively, and net inflows of 126.47 million yuan and 85.24 million yuan [3]. - Other notable stocks included Wangfujing, which rose by 2.61%, and Guangbai Co., which increased by 4.73% [4].