Core Viewpoint - On August 1, the Shanghai Composite Index fell by 0.37%, with institutional investors appearing on the trading lists of 35 stocks, net buying 16 and net selling 19 [1] Group 1: Institutional Trading Activity - Institutional specialized seats were present in 35 stocks, with a total net purchase amount of 209 million yuan [1] - The stock with the highest net purchase was Tianfu Culture, which closed at the daily limit with a turnover rate of 25.38% and a transaction amount of 2.301 billion yuan, net buying 151.96 million yuan [2] - Other notable stocks included Deep Sanda A and Asia-Pacific Pharmaceutical, both closing at the daily limit with net purchases of 103.57 million yuan and 102.15 million yuan respectively [2] Group 2: Market Performance - Stocks with institutional net purchases averaged an increase of 4.27%, outperforming the Shanghai Composite Index [3] - The probability of stocks with institutional net purchases rising the next day is 46.54%, with a 39.94% chance of rising in the following three days [3] - Asia-Pacific Pharmaceutical is expected to have a net profit median of 105 million yuan, representing a year-on-year increase of 1817.74% [3] Group 3: Net Selling Activity - The stock with the highest net selling was Beifang Longchang, with a net outflow of 108.07 million yuan due to a turnover rate of 60.47% [3] - Other stocks with significant net selling included Kecuan Technology and Jinling Sports, with net outflows of 72.88 million yuan and 35.16 million yuan respectively [4][6] Group 4: Deep and Shanghai Stock Connect - On August 1, 13 stocks on the trading list had appearances from the Deep and Shanghai Stock Connect, with net purchases including Jiejia Weichuang and Bei Yinmei, totaling 172.24 million yuan and 76.40 million yuan respectively [7] - Stocks with net selling included Yidian Tianxia and Changcheng Military Industry, with net outflows of 73.59 million yuan and 47.28 million yuan respectively [7]

Group 1: Domestic Travel Expenditure - In the first half of 2025, domestic residents' travel expenditure exceeded 3 trillion yuan, reaching 3.15 trillion yuan, a year-on-year increase of 15.2% [1] - Urban residents contributed 2.60 trillion yuan to travel spending, up 12.5% year-on-year, while rural residents spent 0.55 trillion yuan, marking a significant increase of 30.1% [1] - The number of domestic travel trips reached 3.285 billion, representing a 20.6% increase compared to the previous year [1] Group 2: Popular Travel Destinations - Major cities such as Beijing, Shanghai, Guangzhou, Nanjing, Chengdu, Chongqing, Hangzhou, Sanya, Zhuhai, and Xi'an remain popular travel destinations for domestic tourists [1] - For outbound travel, Hong Kong and Macau were the top destinations, accounting for nearly 15% of outbound travel trips [1] Group 3: Company Performance - Xiangyuan Cultural Tourism (600576.SH) expects a net profit of 90 million to 97 million yuan for the first half of 2025, reflecting a year-on-year increase of 51.44% to 63.22% [2] - The profit growth for Xiangyuan is attributed to increased revenue from new scenic spots and government subsidies [2] - Tianfu Cultural Tourism (000558.SZ) reported a revenue of 179 million yuan for Q1 2025, a 90.5% year-on-year increase, with a net profit of 27.79 million yuan, up 5.0% [2] Group 4: Government Policies - The government has introduced multiple policies to encourage cultural and tourism consumption, aiming to develop the sector into a pillar industry [3] - Measures include enhancing consumer benefits, meeting diverse age group needs, and expanding quality product supply [3] - The "Special Action Plan to Boost Consumption" emphasizes the integration of various consumption models and supports the expansion of service offerings in tourism and cultural sectors [3]

成都新天府文化旅游发展股份有限公司 关于关联方中选公司服务外包项目的公告 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。 重要提示: 1、成都新天府文化旅游发展股份有限公司（以下简称"公司"）控股子公司成都 文化旅游发展股份有限公司（以下简称"文旅股份公司"）下属西岭雪山运营分公司 （以下简称"文旅股份公司运营分公司"）发布的西岭雪山景区定制化服务外包采购 项目（以下简称"服务外包项目"），2025 年 7 月 28 日已开标，7 月 30 日公示期结 束，公司关联方成都人才发展集团有限责任公司（以下简称"人才集团"）被确定为 中选人，但尚未签订正式协议，敬请广大投资者注意投资风险。 2、文旅股份公司运营分公司系公司控股子公司之分公司，人才集团系公司间接控 股股东的二级全资子公司，双方系关联方。公司将严格按照相关法律、法规要求，履 行关联交易审议程序及信息披露义务。 2025 年 7 月 16 日，公司控股子公司文旅股份公司下属运营分公司在中国招标投 标公共服务平台（www.cebpubservice.com）等网站上以公告形式发布《成都文化旅游 发展股份有限 ...

Strong Stocks - As of July 30, the Shanghai Composite Index rose by 0.17% to 3615.72 points, while the Shenzhen Component Index fell by 0.77% to 11203.03 points, and the ChiNext Index decreased by 1.62% to 2367.68 points [1] - A total of 55 stocks in the A-share market hit the daily limit up, with the top three strong stocks being: Southern Road Machinery (603280), Hanjian Heshan (603616), and Happiness Blue Sea (300528) [1] - Southern Road Machinery had 8 consecutive trading days with 7 limit ups, a turnover rate of 47.59%, and a transaction amount of 636 million yuan [1] - Hanjian Heshan also recorded 8 consecutive trading days with 6 limit ups, a turnover rate of 33.54%, and a transaction amount of 881 million yuan [1] - Happiness Blue Sea achieved 5 consecutive trading days with 4 limit ups, a turnover rate of 16.81%, and a transaction amount of 1.525 billion yuan [1] Strong Concept Sectors - The top three concept sectors with the highest increase in A-shares were: Combustible Ice, Artemisinin, and Dairy Industry [2] - The Combustible Ice sector rose by 3.07%, with 90.91% of its constituent stocks increasing in value [2] - The Artemisinin sector increased by 2.33%, with 80.0% of its constituent stocks showing an upward trend [2] - The Dairy Industry sector saw a rise of 1.84%, with 84.85% of its constituent stocks also increasing [2] - Other notable sectors included Community Group Buying and Duty-Free Shops, which rose by 1.27% and 1.22% respectively [2]

证券代码：000558 证券简称：天府文旅 公告编号：2025-050 成都新天府文化旅游发展股份有限公司 2025 年第三次临时股东大会决议公告 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、成都新天府文化旅游发展股份有限公司（以下简称"公司"）本次股东大会无 否决提案的情况。 通过深圳证券交易所交易系统进行网络投票的具体时间为：2025 年 7 月 30 日 9:15—9:25，9:30—11:30 和 13:00—15:00；通过深圳证券交易所互联网投票系统投票的 具体时间为：2025 年 7 月 30 日 9:15— 15:00 期间任意时间。 2、公司本次股东大会不涉及变更以往股东大会已通过决议的情况。 （四）会议召集人：公司董事会 - 1 - （五）现场会议主持人：公司董事长覃聚微先生 3、截至公司本次股东大会股权登记日 2025 年 7 月 23 日，莱茵达控股集团有限公 司持股数量为 109,504,700 股，占公司总股本 8.4938%。根据 2019 年 3 月 11 日成都体 育产业投资集团有限责任公司与莱茵达控股集团 ...

国浩律师（成都）事务所 关于 成都新天府文化旅游发展股份有限公司 2025 年第三次临时股东大会 之 法律意见书 成都市高新区天府二街 269 号无国界 26 号楼 6、9、10 层 邮编：610000 6F, 9F, 10F, Building 26, No.269 Second Tianfu Street,Hi-TechZone,Chengdu,China 电话/Tel:+862886119970 传真/Fax:+862886119827 国浩律师（成都）事务所 法律意见书 国浩律师（成都）事务所 关于成都新天府文化旅游发展股份有限公司 2025 年第三次临时股东大会 之法律意见书 网址/Website:http://www.grandall.com.cn 二〇二五年七月 致：成都新天府文化旅游发展股份有限公司 国浩律师（成都）事务所（以下简称"本所"）接受成都新天府文化旅游发展 股份有限公司（以下简称"公司"）委托，指派罗祎彬、唐恺律师出席公司 2025 年第三次临时股东大会（以下简称"本次会议"），并根据《中华人民共和国证券 法》（以下简称"《证券法》"）、《中华人民共和国公司法》（以下简称"《公 司 ...

Core Viewpoint - The short drama game concept sector has shown a positive performance, with a 1.19% increase, ranking 7th among concept sectors, driven by significant gains in several stocks, particularly Happiness Blue Sea, which hit a 20% limit up [1]. Group 1: Sector Performance - The short drama game concept saw 30 stocks rise, with notable performers including Happiness Blue Sea (+20%), Tianfu Culture Tourism (+10.02%), and Ciweng Media (+10%) [1]. - The sector's performance was contrasted by declines in stocks such as Zhongke Jincai (-6.23%), Yuanlong Yatu (-2.52%), and Pingzhi Information (-2.29%) [1]. Group 2: Capital Flow - The short drama game concept attracted a net inflow of 102 million yuan, with 20 stocks receiving net inflows, and 8 stocks exceeding 50 million yuan in net inflow [1]. - Leading the net inflow was Zhongwen Online, with 247 million yuan, followed by Ciweng Media (201 million yuan), Tianfu Culture Tourism (141 million yuan), and Jishi Media (105 million yuan) [1]. Group 3: Capital Inflow Ratios - Ciweng Media, Yaowang Technology, and Yili Media had the highest net inflow ratios at 27.91%, 13.69%, and 12.98% respectively [2]. - The short drama game concept's capital inflow rankings highlighted stocks like Zhongwen Online (3.62% increase, 14.37% turnover rate) and Ciweng Media (10% increase, 18.10% turnover rate) [2][3].

New Stock Listings - HanGao Group listed on July 30, 2025, with an issue price of 15.43[1] - *ST Zitian and *ST Suwu are under severe abnormal fluctuations as of July 30, 2025[1] - Tianlu Convertible Bonds listed on July 30, 2025, with a risk warning[1] Market Alerts - Multiple stocks including *ST Xinchao and *ST Yuancheng are flagged for severe abnormal fluctuations on July 30, 2025[1] - New listings include companies like Xianghe Precision and Shenshui Planning, with announcements made on July 30, 2025[1] - The report includes links to detailed announcements for each stock, ensuring transparency and accessibility for investors[1] Trading Insights - The report highlights the importance of monitoring newly listed stocks for potential volatility and investment opportunities[1] - Investors are advised to review the latest announcements and risk warnings associated with these stocks to make informed decisions[1]

成都新天府文化旅游发展股份有限公司 股票交易异常波动公告 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、股票交易异常波动的情况介绍 成都新天府文化旅游发展股份有限公司（以下简称"公司"，证券简称：天府文旅， 股票代码：000558）股票连续 3 个交易日（2025 年 7 月 25 日、7 月 28 日、7 月 29 日） 收盘价格涨幅偏离值累计超过 20%，根据《深圳证券交易所交易规则》等有关规定， 股票交易属于异常波动的情形。 二、公司关注并核实的相关情况 针对公司股票交易异常波动情况，公司进行了自查，并向公司控股股东及实际控制 人就相关事项进行了核实，现将相关情况说明如下： 证券代码：000558 证券简称：天府文旅 公告编号：2025-049 （一）公司前期披露的信息不存在需要更正、补充之处； （二）公司未发现近期公共媒体报道了可能或已经对公司股票交易价格产生较大影 响的未公开重大信息； （三）公司近期生产经营情况正常，内外部经营环境未发生且未预计将要发生重大 变化； （四）经核查，公司不存在关于公司的应披露而未披露的重大事项，亦不存在处于 筹划 ...

天府文旅公告，公司股票连续3个交易日（2025年7月25日、7月28日、7月29日）收盘价格涨幅偏离值累 计超过20%，属于异常波动。公司进行了自查及向控股股东和实际控制人核实，未发现近期公共媒体报 道可能或已经对公司股票交易价格产生较大影响的未公开重大信息。公司生产经营情况正常，内外部环 境未发生重大变化。公司不存在应披露而未披露的重大事项，控股股东和实际控制人未在异常波动期间 买卖公司股票。 ...