格隆汇9月8日丨岭南控股(000524.SZ)公布，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(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 1%整数倍的告知函》。在2025年9月1日至2025年9月8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8,447,928股，占公司总股本比例1.26%。本次权益变动后，广州产投持有公司股份 58,572,910股，占公司总股本比例8.74%。 ...

酒店管理业务以战略驱动品牌拓展，在多地新增项目布局。同时创新消费场景，依托非遗活化项目打造 特色节庆，旗下酒店开设文创店并支持离境退税。2025年上半年，岭南酒店实现营业收入11855.54万 元，同比增长1.60% ，净利润973.47万元，同比增长23.26% 。 旅游+科技业务布局突破 2025年上半年，公司与小马智行签署战略合作协议，围绕自动驾驶文旅专线等领域合作。交通方面打造 自动驾驶旅游巴士，住宿业务推出联名月饼和主题下午茶，融合科技与文化元素。 "体育+"产业布局 公司依托"体育+旅游"模式，发挥全产业链优势。广之旅推出"3+1"精品文旅矩阵及上千条"体育+旅 游"线路，与广州广播电视台合作，并中标门票代理机构资格，推出观赛旅游产品。岭南酒店及旗下酒 店参与全运会特许商品推广，提供多项专属礼遇服务。 9月8日，广州岭南集团控股股份有限公司在广州南沙花园酒店会议室接待了中银国际证券等11家机构的 现场调研。上市公司董事总经理朱红、首席运营官赵文志、董事会秘书石婷、证券事务代表吴旻参与接 待。此次调研围绕公司2025年半年度业绩、各业务板块布局及发展等方面展开。 2025上半年业绩与主业经营情况 2 ...

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]