Core Viewpoint - The report details the shareholding changes of Guangzhou Lingnan Group Holdings Co., Ltd. (referred to as Lingnan Holdings) due to a reduction in shares held by Guangzhou Industrial Investment Holdings Group Co., Ltd. (referred to as Guangzhou Investment), which has decreased its stake from 10.85% to 10.00% through a centralized bidding process [1][2][4]. Group 1: Shareholding Changes - Guangzhou Investment reduced its shareholding in Lingnan Holdings by 5,697,000 shares, representing a decrease of 0.85% of the total shares [4][6]. - Following the reduction, Guangzhou Investment now holds 67,020,838 shares, which constitutes 10.00% of Lingnan Holdings' total issued shares [4][6]. - The reduction in shares was executed between December 17, 2023, and August 25, 2025 [4][6]. Group 2: Purpose of Shareholding Change - The primary reason for the share reduction is attributed to Guangzhou Investment's need for liquidity [3][4]. - There are no plans or agreements disclosed regarding future increases or decreases in shareholding within the next 12 months [4][6]. Group 3: Compliance and Disclosure - Guangzhou Investment has confirmed that the report complies with the relevant laws and regulations, ensuring that there are no false statements or significant omissions [2][4]. - The report has been authorized and approved, and it does not conflict with any internal rules or articles of association [2][3].

Summary of Key Points Core Viewpoint - Guangzhou Lingnan Group Holdings Co., Ltd. announced a reduction in shareholding by its major shareholder, Guangzhou Industrial Investment Holdings Group Co., Ltd., which has decreased its stake by 5,697,000 shares, representing 10.00% of the company's total share capital, triggering a change in equity that touches the 1% threshold [1]. Group 1: Shareholding Changes - The major shareholder reduced its holdings from 7,271,783.8 shares (10.85%) to 6,702,083.8 shares (10.00%) [1]. - The reduction occurred through centralized bidding transactions between December 17, 2023, and August 25, 2025 [1]. Group 2: Compliance and Reporting - The company and its board of directors confirm that the information provided is true, accurate, and complete, with no false records or misleading statements [1]. - The announcement complies with the requirements of the Securities Law and relevant regulations regarding shareholder equity changes [2].

广州岭南集团控股股份有限公司（以下简称"公司"）于近日收到持股 5%以上股东广州产业投资控股集团有限公司（以下简称"广州产投"）出具的 《广州产业投资控股集团有限公司关于持股 5%以上股东权益变动触及 5%及 1% 整数倍的告知函》。在 2023 年 12 月 17 日至 2025 年 8 月 25 日期间，广州产 投通过集中竞价交易方式累计减持公司股份 5,697,000 股，占公司总股本比例 0.85%。本次权益变动后，广州产投持有公司股份 67,020,838 股，占公司总股 本比例 10.00%，触及权益变动 1%的整数倍。现将具体情况公告如下: 1. 基本情况 信息披露义务人 广州产业投资控股集团有限公司 住所 广州市天河区临江大道 3 号 901 房 权益变动时间 2023 年 12 月 17 日至 2025 年 8 月 25 日 股票简称 岭南控股 股票代码 000524.SZ 变动类型 （可多选） 增加□ 减少 一致行动人 有□ 无 是否为第一大股东或实际控制人 是□ 否 2. 本次权益变动情况 股份种类（A 股、B 股等） 增持/减持股数（万股） 增持/减持比例（%） A 股 569.700 ...

证券简称：岭南控股 证券代码：000524 公告编号：2025-037 号 广州岭南集团控股股份有限公司 简式权益变动报告书 | 上市公司名称： | 广州岭南集团控股股份有限公司 | | --- | --- | | 股票上市地点： | 深圳证券交易所 | | 股票简称： | 岭南控股 | | 股票代码： | 000524 | | 信息披露义务人： | 广州产业投资控股集团有限公司 | 住所： 广州市天河区临江大道 3 号 901 房（仅限办公用途） 通讯地址： 广州天河区临江大道 3 号发展中心 9 楼 股份变动性质： 减持股份（集中竞价交易），持股比例触及 10% 签署日期：2025 年 8 月 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》（以下简称为《证券法》）、 《上市公司收购管理办法》、《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告书》及相关的法律、法规的有关规定编制。 二、信息披露义务人签署本报告已获得必要的授权和批准，其履行亦不违反 信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定 ...

Core Viewpoint - Lingnan Holdings is expanding its duty-free business in Guangzhou by establishing a joint venture with China Duty Free Group, Guangzhou Baiyun International Airport, and Guangzhou Guangbai Co., Ltd. to operate city duty-free stores [2] Group 1: Company Initiatives - The company has formed a partnership to set up China Duty Free (Guangzhou) Co., Ltd. for the operation of city duty-free stores in Guangzhou [2] - As of May 2025, the registration procedures for the new company have been completed [2] - The initiative aims to leverage the policies supporting Guangzhou's development as an international consumption center [2] Group 2: Market Strategy - The company plans to quickly integrate supply chain resources through collaboration with its partners to enter the city duty-free market [2] - The strategy includes cultivating a "tourism + retail" business model and upgrading the "pan-tourism" industry ecosystem [2] - This move is intended to inject innovative momentum into the company's traditional main business [2]

Market Overview - On August 25, the tourism and scenic spots sector rose by 0.46% compared to the previous trading day, with Zhongxin Tourism leading the gains [1] - The Shanghai Composite Index closed at 3883.56, up 1.51%, while the Shenzhen Component Index closed at 12441.07, up 2.26% [1] Stock Performance - Key stocks in the tourism and scenic spots sector showed varied performance, with Zhongxin Tourism closing at 8.04, up 1.77%, and Lingnan Holdings at 13.30, up 1.53% [1] - Other notable performers included Songcheng Performance at 66.8, up 1.47%, and Emei Mountain A at 14.00, up 0.86% [1] Trading Volume and Value - The trading volume and value for key stocks were significant, with Zhongxin Tourism recording a volume of 481,900 shares and a transaction value of 385 million [1] - Lingnan Holdings had a trading volume of 199,900 shares and a transaction value of 265 million [1] Capital Flow - The tourism and scenic spots sector experienced a net outflow of 207 million from main funds, while retail investors saw a net inflow of 287 million [2][3] - Notable capital flows included Zhongxin Tourism with a net inflow of 20.3 million from retail investors, despite a net outflow from main funds [3] Individual Stock Analysis - Zhongxin Tourism had a main fund net inflow of 20.3 million, while Songcheng Performance saw a net inflow of 14.4 million from main funds [3] - Conversely, Lingnan Holdings experienced a net outflow of 20.9 million from main funds [3]

Group 1 - The company is preparing for the peak travel season during the Mid-Autumn Festival and National Day by securing popular travel slots and pre-purchasing scarce resources such as hotels and tickets [1] - The company is leveraging the demand from the 15th National Games by launching a "Sports+" product matrix and collaborating with Guangzhou Radio and Television Station on cultural and tourism projects, integrating culture, sports, and tourism [1] - The company will fulfill its information disclosure obligations in accordance with relevant laws and regulations if any disclosable events occur [1]

Group 1 - The core viewpoint of the report indicates that this year's National Day tourism market is characterized by early planning, with "family travelers" and "working professionals" being the main groups for travel [1][5] - Approximately 60% of tourists are opting for 6 to 8-day domestic long-distance travel products, with mainstream booking prices concentrated between 4000-6000 yuan, reflecting a price decrease of about 30% for some routes due to early resource procurement [1][5] - The report outlines a "three-phase staggered travel" trend, highlighting the importance of autumn scenery and national sentiment, along with a parallel focus on quality small groups and high cost-performance [1][5] Group 2 - The report identifies two main travel peaks during the National Day holiday, with the first peak occurring from September 28 to October 1, where tourists prioritize long-distance domestic travel while balancing family reunions [3][4] - The second peak is expected from October 3 to 5, primarily driven by family-oriented travelers seeking 4 to 5-day trips, with popular destinations including Guizhou and Guangxi, emphasizing family interaction and cultural experiences [4] - A third group of older travelers is inclined to travel after the holiday, favoring comfortable journeys with specialized itineraries that include cultural experiences and scenic explorations [4][5] Group 3 - The report highlights that this year's National Day coincides with the peak of autumn scenery, enhancing tourists' willingness to travel, with popular destinations including Xinjiang, Northeast China, and various regions in Central China [5] - Travel agencies are focusing on creating diverse travel products that emphasize "autumn scenery + experience," offering themed series that cater to the dual holiday experience [5][6] - There is a rising demand for private and flexible small group products, with over 50% of family travelers considering high-quality, private travel options to enhance overall comfort during their trips [6]

Group 1 - The core viewpoint of the report indicates that this year's National Day tourism market is characterized by early planning, with a focus on family-oriented travel and a significant price reduction in some travel packages by approximately 30% due to early resource procurement [1][4][5] - The report highlights that "parent-child families" and "working professionals" will be the main groups traveling during the National Day holiday, with around 60% of tourists opting for 6 to 8-day domestic long-distance travel products, and the mainstream booking price concentrated between 4000 to 6000 yuan [1][2][5] Group 2 - The report outlines a three-phase travel trend for the National Day holiday, with two main peaks and a post-holiday staggered travel trend, accommodating both family reunions and long-distance travel [2][4] - The first peak of travel is expected from September 28 to October 1, focusing on domestic long-distance travel, while the second peak will occur from October 3 to 5, primarily for family-oriented trips [2][4] - The third phase is characterized by older travelers who prefer to travel after the holiday, seeking a more comfortable journey [2][4] Group 3 - The report emphasizes the themes of "autumn scenery and national sentiment," with popular travel destinations including Xinjiang, Northeast China, and various regions in East China, highlighting seasonal attractions such as the Kanas and the poplar forests [4][5] - The report also notes that the National Day coincides with the best time for autumn viewing, further enhancing tourists' willingness to travel [4][5] - The travel agency has designed three thematic series for the holiday, focusing on seasonal cuisine, natural scenery, and cultural experiences, catering to the diverse interests of travelers [4][5]

Core Viewpoint - The tourism and scenic area sector experienced a rise of 0.64% on August 22, with Xiyu Tourism leading the gains. The Shanghai Composite Index closed at 3825.76, up 1.45%, while the Shenzhen Component Index closed at 12166.06, up 2.07% [1]. Group 1: Stock Performance - Xiyu Tourism (300859) saw a closing price of 45.08, with an increase of 8.52% and a trading volume of 271,100 shares, amounting to a transaction value of 1.201 billion yuan [1]. - Changbai Mountain (6602099) closed at 42.10, up 2.33%, with a trading volume of 125,300 shares and a transaction value of 523 million yuan [1]. - Xi'an Tourism (000610) closed at 13.75, up 1.40%, with a trading volume of 316,000 shares and a transaction value of 431 million yuan [1]. - Other notable performers include Jiuhua Tourism (661809) at 37.35 (+1.00%), Songcheng Performance (300144) at 8.86 (+0.80%), and Xiangyuan Cultural Tourism (600576) at 7.92 (+0.51%) [1]. Group 2: Market Trends - The tourism and scenic area sector experienced a net outflow of 192 million yuan from main funds, while retail investors saw a net inflow of 238 million yuan [2]. - The overall market sentiment indicates a mixed performance, with some stocks experiencing declines, such as Tibet Tourism (600749) down 2.96% and Caesar Travel (000796) down 1.49% [2].