1月5日，记者从西南联合产权交易所（以下简称西南联交所）获悉，文化和旅游部办公厅近日公布 2024年度文化和旅游领域改革创新典型案例名单，由西南联交所建设运营的天府文旅资源授权交易平台 入选，系四川省唯一入选案例。 西南联交所相关工作人员表示，将继续完善平台功能，拓宽服务范围，持续助力"锦绣天府·安逸四 川"文旅品牌建设，为四川加快建设文化强省旅游强省提供有力支撑。（记者 李梓溶） 2023年，西南联交所与四川文化创意产业研究院联合推出天府文旅资源授权交易平台，聚焦文旅IP 授权与产业全要素流转，面向全国提供资源对接服务。上线两年来，该平台累计成交额已突破10亿元， 涵盖文旅IP授权、场景开发等多类项目。其推动的"经营分成"授权模式，有效激活一批"沉睡"的文旅 IP，丰富了文旅市场产品与服务供给。 ...

西南联交所相关工作人员表示，将继续完善平台功能，拓宽服务范围，持续助力"锦绣天府·安逸 四川"文旅品牌建设，为四川加快建设文化强省旅游强省提供有力支撑。 本报讯（四川日报全媒体记者 李梓溶）1月5日，记者从西南联合产权交易所（下称西南联交所） 获悉，文化和旅游部办公厅近日公布2024年度文化和旅游领域改革创新典型案例名单，由西南联 交所建设运营的天府文旅资源授权交易平台入选，系四川省唯一入选案例。 2023年，西南联交所与四川文化创意产业研究院联合推出天府文旅资源授权交易平台，聚焦文旅 IP授权与产业全要素流转，面向全国提供资源对接服务。上线两年来，该平台累计成交额已突破 10亿元，涵盖文旅IP授权、场景开发等多类项目。其推动的"经营分成"授权模式，有效激活一 批"沉睡"的文旅IP，丰富了文旅市场产品与服务供给。 ...

Core Insights - The report emphasizes the unique characteristics of tourism and retail companies, highlighting their high asset replacement costs and low profitability, which makes them attractive for quantitative investment strategies [5][10][14] - It identifies the significant role of government policies in promoting consumer spending, particularly in the tourism and retail sectors, as a key driver for investment opportunities [5][21][22] - The report suggests that the potential investment value of tourism and retail companies is being activated by changes in equity, management, licenses, and new economic models [5][6] Group 1: Characteristics of Tourism and Retail Companies - Tourism and retail companies are primarily state-owned, with 45 out of 92 companies being local state-owned enterprises, which provides a strong safety margin for investments [11][12] - These companies generally have replacement costs that exceed their market value, indicating substantial underlying asset value that is not reflected in their financial statements [14][15] - The average stock price of these companies is relatively low, with 12 companies priced below 5 yuan and 49 below 10 yuan, making them appealing for quantitative investors [17][18] Group 2: Policy Support and Economic Models - Since 2023, numerous policies have been introduced to stimulate consumption, reflecting a high-level commitment to boosting the consumer sector [21][22] - The concept of "first-release economy" is highlighted as a direct application of these policies, with examples including supermarket adjustments and the promotion of winter sports and low-altitude economies [5][21] - The report notes that the low institutional ownership in these companies, with 67 having less than 5% institutional holdings, aligns with the aesthetic preferences of quantitative investors [24][25] Group 3: Investment Recommendations - The report recommends focusing on four key areas of change: equity, management, licenses, and new economic models, which are expected to enhance the investment potential of tourism and retail companies [5][6] - Specific companies to watch include Guilin Tourism, Hong Kong China Travel, and Changbai Mountain, with additional attention on Sanxia Tourism and Tianfu Culture and Tourism [5][6]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000610 | 西安旅游 | 12.53 | -0.24% | 9.46万 | 1.18亿 | | 002159 | 三特索道 | 15.25 | 0.00% | 3.43万 | 5253.80万 | | 000978 | 桂林旅游 | 7.03 | 0.00% | 13.02万 | 9186.11万 | | 000430 | *ST张股 | 7.64 | 0.00% | 6.07万 | 4630.18万 | | 000524 | 岭南控股 | 12.01 | 0.00% | 9.62万 | 1.16亿 | | 000796 | 凯撒旋业 | 6.70 | 0.00% | 111.72万 | 7.50亿 | | 002627 | 三峡旅游 | 7.11 | 0.00% | 18.52万 | 1.32亿 | | 600706 | 曲江文旅 | 10.76 | 0.09% | 14.15万 | 1.52亿 | | 002707 | 众信旅游 | 7. ...

Group 1 - The company Tianfu Culture and Tourism (000558.SZ) has signed cooperation framework agreements with multiple local cultural and tourism authorities to promote the integration of film and tourism [1][2] - The agreements aim to enhance the film production service chain and develop a comprehensive service system for the film industry, including production, digital copyright trading, and tourism services [1][2] - The collaboration focuses on leveraging regional tourism and cultural resources to create new tourism products and routes, thereby fostering high-quality integration of the cultural, tourism, and film industries [2] Group 2 - The company plans to establish a resource library for filming locations and provide comprehensive production services for film crews, targeting major film projects in the western region [2] - The initiative includes the development of a one-stop filming service system, integrating various aspects of film production and tourism operations [2] - The company aims to expand its film business by integrating tourism experiences and resources, and by establishing operations for film shooting bases, educational programs, and IP incubation [2]

Group 1 - The company Tianfu Cultural Tourism announced that its 11th Board of Directors held the 40th meeting, where it approved a proposal to apply for a liquidity loan from a bank [2] - The company also approved a proposal to accept guarantees from its indirectly controlling shareholder, which constitutes a related party transaction [2]

Group 1 - China Medical plans to acquire 70% equity of Zezheng Pharmaceutical for 525 million yuan to enhance its R&D capabilities in the pharmaceutical sector [1] - Hongchang Electronics has commenced production of its functional high-end copper-clad laminate electronic materials project [2] - China State Construction has secured multiple major projects totaling 32.09 billion yuan, which represents 1.5% of its audited revenue for 2024 [3] Group 2 - China Resources Double Crane has established an industrial fund with a committed investment of 83 million yuan, targeting a total fundraising goal of 500 million yuan [4] - Pinggao Electric and its subsidiaries have won state grid procurement projects worth approximately 876 million yuan, accounting for 7.06% of its 2024 revenue [5] - Dong'an Power received a government subsidy of 2.47 million yuan, with 1.47 million yuan related to assets and 1 million yuan related to income [6] Group 3 - Nantian Information has paid overdue taxes and penalties totaling 50.31 million yuan, which will impact its net profit for 2025 [7] - Erli Six has changed its investment plan to establish a wholly-owned subsidiary in Hong Kong for submarine cable business with an investment of 320 million yuan [8] - Dream Lily plans to invest 170 million yuan in an e-commerce warehouse project at its East US factory [9] Group 4 - Shen Shen Fang A's controlling shareholder has terminated the agreement to transfer 7.07% of the company's shares to Dongfang Asset, with no change in control [10] - Tianfu Culture has signed strategic cooperation framework agreements with various cultural and tourism bureaus to promote film and tourism integration [11] - Jinzi Tianzheng's chairman has resigned due to work adjustments, but will continue to fulfill his duties until a new chairman is elected [12] Group 5 - Jiangshan Oupai and its subsidiaries received government subsidies totaling 10.04 million yuan, with 7.51 million yuan related to income [13] - Ninghu Expressway plans to increase its investment in Jiangsu Danjin Expressway Co., Ltd. by 128 million yuan to support highway construction [14] - Jiangyin Bank has received approval for the qualifications of its employee director and vice president [15] Group 6 - Aoxiang Pharmaceutical has received approval for the listing application of two chemical raw materials [16] - Daye Co. has not yet commenced mass production of its robotic tendon products, with ongoing uncertainties in technology and profitability [17] - Rongsheng Environmental has proposed a cash dividend of 3.8 yuan per 10 shares, totaling approximately 97.36 million yuan [19] Group 7 - Yunyi Electric plans to invest 66 million USD in Morocco to establish a wholly-owned subsidiary and production base [20] - Derun Electronics has reached an agreement regarding the delayed payment of 100 million yuan in equity transfer funds [21] - Baihua Pharmaceutical is planning a change in control, leading to a continued suspension of its stock [22] Group 8 - CITIC Bank's executive director and president has resigned due to work adjustments [23] - Haizike's subsidiary has received acceptance for clinical trial applications for two innovative drugs [24] - Tianrun Dairy's subsidiaries received government subsidies totaling 21.53 million yuan, representing 49.32% of its net profit for 2024 [25] Group 9 - Andisou plans to issue 398 million A-shares at 7.54 yuan per share, raising a total of 3 billion yuan [26][27] - Fuda Co. has completed the transfer of its 50% stake in a joint venture, which is expected to positively impact its 2025 financial results [28] - Jianghua Micro has received environmental approval for a project to produce 37,000 tons of ultra-pure wet electronic chemicals [29] Group 10 - Nanwang Technology received a government subsidy of 10 million yuan, accounting for 0.66% of its net assets for 2024 [30] - Changgao Electric New has won state grid procurement projects totaling 161 million yuan, representing 9.14% of its 2024 revenue [31] - Huaxin Precision plans to invest up to 600 million yuan of idle funds in low-risk financial products [32] Group 11 - Fuguang Co. received a government subsidy of 1.26 million yuan for basic research projects, which is 13.27% of its net profit for 2024 [33] - Benli Technology has obtained a drug production license, which will help optimize its product structure [34] - Jintuo Co. proposed a cash dividend of 4.1 yuan per 10 shares, totaling approximately 99.48 million yuan [35] Group 12 - Kang Enbei has elected a new chairman and vice chairman during its board meeting [36] - Sanyuan Bio has completed the construction and installation of equipment for the remaining capacity of its 20,000-ton alulose project [38]

成都新天府文化旅游发展股份有限公司 关于签署系列战略合作框架协议的公告 证券代码：000558 证券简称：天府文旅 公告编号：2025-090 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1、协议的生效条件及履约不确定性风险：本次成都新天府文化旅游发展股份有限 公司（以下简称"公司"）与各方签订的系列战略合作框架协议是基于合作意向而达 成的指导性文件与合作框架，旨在确定战略合作伙伴关系，为推进具体合作项目奠定 基础。未来，公司将根据具体合作事项，由各方就合作的条款、条件及权利义务进行 协商，并根据相关法律、法规另行签署协议，具体合作细节的确定、协议签署以及后 续实施情况存在不确定性。公司将根据各合作框架协议履行情况及具体合作项目的推 进，及时履行相应程序及信息披露义务，敬请广大投资者注意投资风险。 2、协议履行对公司本年度经营业绩的影响：本次签订的系列战略合作框架协议， 不涉及项目合作的具体金额，对公司本年度及未来年度经营业绩影响需根据具体合作 项目推进和实施情况而定，尚存在不确定性。 3、最近三年披露的框架协议：详见"七、其他相关说明"。 一 ...

证券代码：000558 证券简称：天府文旅 公告编号：2025-088 成都新天府文化旅游发展股份有限公司 第十一届董事会第四十次会议决议公告 表决结果：9 票同意、0 票反对、0 票弃权。 （二）审议通过了《关于接受间接控股股东担保暨关联交易的议案》 同意接受间接控股股东成都文化旅游发展集团有限责任公司（以下简称"成都文 旅集团"）为公司向广发银行成都分行申请4,000万元流动资金贷款提供全额保证担保。 成都文旅集团间接持有公司29.90%股份，其对超股比担保的部分（即担保余额的 70.10%）收取担保费，担保费率为1%/年（即按年化0.701%的费率收取担保费）。 - 1 - 本次接受间接控股股东成都文旅集团担保并支付担保费的事项构成关联交易，本 议案在提交董事会审议前，已经公司2025年第七次独立董事专门会议审议通过。 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、董事会召开情况 成都新天府文化旅游发展股份有限公司（以下简称"公司"）第十一届董事会于 2025 年 12 月 24 日以电话、微信等方式向全体董事送达第十一届董事会第四十次会议 通知， ...

一、董事会会议召开情况 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 证券代码：000558 证券简称：天府文旅 公告编号：2025-089 成都新天府文化旅游发展股份有限公司 关于接受间接控股股东担保并支付担保费 暨关联交易的公告 重要内容提示： 1、交易简要内容：因开展影视业务需要，成都新天府文化旅游发展股份有限公司 （以下简称"公司"）拟向广发银行股份有限公司成都分行（以下简称"广发银行成 都分行"）申请4,000万元流动资金贷款，年利率为一年期LPR-20BP（浮动利率，按 目前LPR测算为2.80%，最终贷款利率以合同为准），贷款期限为2年，贷款资金用于 日常经营周转、置换借款人在其他金融机构的流动资金类贷款，全额执行受托支付方 式。 2、公司间接控股股东成都文化旅游发展集团有限责任公司（以下简称"成都文旅 集团"）对上述贷款提供全额保证担保。公司控股股东成都体育产业投资集团有限责 任公司（以下简称"成都体投集团"）持有公司股份比例为29.90%，即成都文旅集团 间接持有公司29.90%股份，成都文旅集团对超股比担保的部分（即担保余额的70.1%） ...