证券之星消息，10月10日旅游及景区板块较上一交易日上涨0.13%，大连圣亚领涨。当日上证指数报收于 3897.03，下跌0.94%。深证成指报收于13355.42，下跌2.7%。旅游及景区板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600593 | 大连圣亚 | 33.32 | 1.55% | 3.55万 | 1.19亿 | | 000430 | ST张家界 | 7.77 | 1.30% | 5.96万 | 4619.39万 | | 000796 | 凯撒旋业 | 5.86 | 1.03% | 84.14万 | 4.93亿 | | 000524 | 岭南控股 | 13.15 | 0.92% | - 15.60万 | 2.07亿 | | 600749 | 西藏旅游 | 18.29 | 0.66% | 11.92万 | 2.19亿 | | 000978 | 桂林旅游 | 6.28 | 0.64% | 14.43万 | 9075.50万 | | 002159 | 三特索道 ...

消息面上，《海南自由贸易港旅游条例》已由海南省第七届人民代表大会常务委员会第二十次会议于2025年9 月30日通过，现予公布，自2025年12月1日起施行。 刚刚，海南自贸概念异动，凯撒旅业、海汽集团、中信海直等股拉升！ 10月10日，海南省人民代表大会常务委员会官网消息，《海南自由贸易港旅游条例》(以下简称《条例》)已由 海南省第七届人民代表大会常务委员会第二十次会议于2025年9月30日通过，现予公布，自2025年12月1日起施 行。《条例》专设"旅游开放与国际化"一章，围绕国际旅游消费中心建设目标，率先在旅游领域实施一系列高 标准开放政策。其中，逐步放宽或者取消外商投资旅游业的限制，允许符合条件的中外合资旅行社、外商独资 企业从事除台湾地区以外的出境旅游业务，允许设立中方控股的外商投资文艺表演团体，吸引更多国际资本参 与海南旅游业发展。 海南省人民代表大会常务委员会公告 第88号 《海南自由贸易港旅游条例》已由海南省第七届人民代表大会常务委员会第二十次会议于2025年9月30日通 过，现予公布，自2025年12月1日起施行。 海南省人民代表大会常务委员会 第三条 发展旅游业坚持中国共产党的领导，培育践行 ...

今日涨跌幅居前的概念板块 资金面上看，今日冰雪产业概念板块获主力资金净流出9.55亿元，其中，38股获主力资金净流出，5股 主力资金净流出超5000万元，净流出资金居首的是万科A，今日主力资金净流出2.12亿元，净流出资金 居前的还有西域旅游、凯撒旅业、华策影视等，主力资金分别净流出9885.04万元、7021.73万元、 6745.39万元。今日主力资金净流入居前的概念股有天桥起重、苏州高新、华侨城A等，主力资金分别净 流入4502.06万元、2504.31万元、873.34万元。（数据宝） 冰雪产业概念资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 000002 | 万科A | -1.45 | 2.60 | -21222.36 | | 300859 | 西域旅游 | -6.13 | 8.61 | -9885.04 | | 000796 | 凯撒旅业 | -8.52 | 9.99 | -7021.73 | | 300133 | 华策影视 | -13.56 | 12.43 | -674 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000796 | 凯撒旅业 | 5.80 | -8.52% | 132.94万 | 7.79亿 | | 000558 | 天府文旅 | 5.28 | -6.55% | 101.55万 | 5.41亿 | | 300859 | 西域旅游 | 41.16 | -6.13% | 13.35万 | 5.54Z | | 000524 | 岭南控股 | 13.03 | -5.72% | 27.74万 ﻝ | 3.67亿 | | 000430 | ST张家界 | 7.67 | -4.96% | 15.82万 | 1.22亿 | | 000610 | 西安旅游 | 12.26 | -4.81% | 20.52万 | 2.52亿 | | 002059 | 云南旅游 | 5.62 | -4.75% | 68.45万 | 3.87亿 | | 000888 | 峨眉山 A | 12.58 | -4.04% | 18.21万 | 2.30亿 | | 600706 | 曲江文 ...

一、【谢保平律师团队获赔动态】： （1）2025年9月1日，谢保平律师团队代理的一批000523广州浪奇股票投资者顺利收到诉广州市红棉智汇科创股份有限公司（原广州市浪奇实业股份有限公 司）证券虚假陈述责任纠纷案件的赔偿款； （2）2025年9月16日，谢保平律师团队代理的一批002052同洲电子股票投资者顺利收到诉深圳市同洲电子股份有限公司证券虚假陈述责任纠纷案件的赔偿 款； 打开百度APP畅享高清图片 二、【谢保平律师团队判决&调解动态】： （1）2025年9月2日，谢保平律师团队收到三亚市中级人民法院送达的民事判决书，谢保平律师代理的一批000796凯撒旅业股票投资者将于近期收到诉凯撒 同盛发展股份有限公司证券虚假陈述责任纠纷案件的赔偿款； （2）2025年9月2日，谢保平律师团队收到上海金融法院送达的民事调解书，谢保平律师代理的一批北京某公司股票投资者将于近期收到诉北京某公司股份 有限公司证券虚假陈述责任纠纷案件的赔偿款； （3）2025年9月3日，谢保平律师团队收到广东省高级人民法院送达的二审判决书，谢保平律师代理的一批002052同洲电子股票投资者已收到诉深圳市同洲 电子股份有限公司证券虚假陈述责任 ...

Market Overview - The tourism and scenic spots sector experienced a decline of 0.9% on September 30, with Sanxia Tourism leading the drop [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Stock Performance - Notable stock performances include: - Caesar Travel (000796) closed at 6.34, up 1.77% with a trading volume of 947,200 shares and a turnover of 599 million yuan [1] - Lingnan Holdings (000524) closed at 13.82, up 0.58% with a trading volume of 156,800 shares and a turnover of 216 million yuan [1] - Sanxia Tourism (002627) closed at 6.01, down 3.22% with a trading volume of 321,300 shares and a turnover of 195 million yuan [2] Capital Flow - The tourism and scenic spots sector saw a net outflow of 429 million yuan from main funds, while retail investors contributed a net inflow of 372 million yuan [2] - The capital flow for individual stocks indicates: - Caesar Travel had a net inflow of 31.77 million yuan from main funds, but a net outflow of 30.82 million yuan from retail investors [3] - Sanxia Tourism experienced a net outflow of 46.20 million yuan from main funds [3]

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交星 | 成交金额 买方营业部 | | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-09-29 | 000796 | 凯撒旅业 | 5.57 | 36.00 | 200.52 中国银河证券股份 | | 中国银河证券股份 | | | | | | | 有限公司秦皇岛证 | | 有限公司秦皇岛证 | | | | | | | 券营业部 | 券营业部 | | 9月29日，凯撒旅业（维权）大宗交易成交36万股，成交额200.52万元，占当日总成交额的0.3%，成交价5.57元，较市场收 盘价6.23元折价10.59%。 ...

Group 1 - The tourism and scenic area sector increased by 0.32% on September 29, with Xiyu Tourism leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] - Key stocks in the tourism sector showed various performance, with Xiyu Tourism closing at 44.87, up 1.98%, and Yunnan Tourism at 6.08, up 1.33% [1] Group 2 - The main funds in the tourism sector experienced a net outflow of 193 million yuan, while retail investors saw a net inflow of 184 million yuan [1] - Detailed fund flow data indicates that Guilin Tourism had a net inflow of 9.95 million yuan from main funds, but a net outflow from retail and speculative funds [2] - Huangshan Tourism also saw a net inflow of 9.95 million yuan from main funds, with significant outflows from speculative and retail investors [2]

Core Viewpoint - The "摘帽" concept has shown a positive performance with a 0.97% increase, ranking second among concept sectors, indicating a potential investment opportunity in this area [1][2]. Market Performance - As of September 26, the "摘帽" concept saw 26 stocks rise, with 中嘉博创 and 曙光股份 hitting the daily limit, while stocks like 汉马科技 and 凯撒旅业 experienced notable declines [1][2]. - The top gainers within the "摘帽" concept included 有棵树 (up 8.70%), 天创时尚 (up 6.85%), and 理工导航 (up 6.32%) [1][2]. Capital Flow - The "摘帽" concept attracted a net inflow of 326 million yuan from main funds, with 24 stocks receiving net inflows, and five stocks exceeding 50 million yuan in net inflow [2][3]. - 同洲电子 led the net inflow with 158 million yuan, followed by 盛屯矿业 and 汇金股份 with 142 million yuan and 141 million yuan, respectively [2][3]. Stock Performance Metrics - The stocks with the highest net inflow ratios included 曙光股份 (42.04%), 中嘉博创 (38.06%), and 天创时尚 (15.61%) [3]. - The top stocks by net inflow and their respective performance included: - 同洲电子: 5.52% increase, 12.63% turnover rate, 157.73 million yuan net inflow [3]. - 盛屯矿业: 5.35% increase, 9.12% turnover rate, 141.97 million yuan net inflow [3]. - 曙光股份: 9.97% increase, 7.43% turnover rate, 80.03 million yuan net inflow [3].

Core Viewpoint - Caesar Travel Industry announced the acquisition of 100% equity in Qingdao Hansha Tianchu Food Co., Ltd. for 16 million yuan, aiming to enhance its capabilities in the aviation food sector and expand its market presence [2][4]. Group 1: Acquisition Details - The acquisition involves a wholly-owned subsidiary of Caesar Travel, Beijing Xinhua Airport Aviation Food Co., Ltd., purchasing Qingdao Hansha, which has been inactive for nearly a year [2][3]. - Qingdao Hansha specializes in standardized production and distribution of airline meals and frozen foods, with a production capacity of approximately 25 million meals annually [3]. - The net asset value of Qingdao Hansha is reported at 28.21 million yuan, with an assessed value of 44.39 million yuan, reflecting a 57.35% increase in value [3]. Group 2: Financial Performance - Qingdao Hansha has faced significant financial challenges, reporting net losses of approximately 15.37 million yuan for 2024 and 7.60 million yuan for the first half of 2025 [3]. - Over the past five years, Caesar Travel has accumulated a total loss of 2.8 billion yuan in its non-recurring net profit, with annual losses ranging from 850 million yuan to 1 billion yuan [5][6]. Group 3: Strategic Implications - The acquisition is part of Caesar Travel's strategy to deepen its involvement in the aviation food sector and upgrade its supply chain, facilitating a national service network [4]. - The company aims to leverage Qingdao Hansha's existing production capabilities to quickly enter the Shandong and surrounding markets, reducing the need for high initial investments and lengthy certification processes [4]. - Challenges include the need for operational integration and the restoration of production capabilities, which may impact the initial phases of the acquisition [4]. Group 4: Market Context - In the first half of the year, Caesar Travel reported a revenue decline of 1.2% to 317 million yuan, with a net loss of 24.28 million yuan, attributed to slow recovery in tourism and increased costs in food services [7]. - As of September 25, the company's stock price was 6.49 yuan per share, reflecting a 6.05% increase, with a market capitalization of approximately 10.4 billion yuan [7].