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、交易概述 凯撒同盛发展股份有限公司（以下简称"公司"）于 2025 年 9 月 24 日召开 第十一届董事会第二十二次会议，审议通过《关于全资孙公司收购青岛汉莎天厨 食品有限公司 100%股权的议案》，公司董事会同意公司全资孙公司北京新华空 港航空食品有限公司以自有资金 1,600 万元收购（香港）国际食品服务有限公司 （International Food Services Limited）所持青岛汉莎天厨食品有限公司（以下简称 "青岛汉莎"）100%股权。具体内容详见公司于 2025 年 9 月 25 日披露的《关于 全资孙公司拟收购青岛汉莎天厨食品有限公司 100%股权的公告》（公告编号：2 025-054）。 证券代码：000796 证券简称：凯撒旅业 公告编号：2025-055 凯撒同盛发展股份有限公司 关于全资孙公司收购青岛汉莎天厨食品有限公司 100%股权的 进展公告 三、备查文件 1、青岛凯撒食品有限公司《营业执照》； 2、《企业变更登记信息查询结果》。 特此公告。 凯撒同盛发展股份有限公司 ...

Core Insights - The duty-free shop concept index rose by 0.76%, ranking 10th among concept sectors, with 22 stocks increasing in value, led by Bubu Gao, Hainan Development, and Caesar Travel, which rose by 3.31%, 2.52%, and 2.42% respectively [1] - The duty-free shop sector experienced a net outflow of 2.3966 million yuan in capital, with 14 stocks seeing net inflows, and 6 stocks receiving over 10 million yuan in net inflows, led by Tibet Summit with 36.3033 million yuan [2][3] - The leading stocks in terms of net inflow ratio included Wushang Group, Zhu Mian Group, and Caesar Travel, with net inflow ratios of 6.42%, 6.22%, and 5.90% respectively [3] Sector Performance - The duty-free shop sector's performance was notable, with a total of 22 stocks increasing, while the top gainers included Bubu Gao, Hainan Development, and Caesar Travel [1] - The overall market saw various concept sectors with differing performances, such as the cultivated diamond sector rising by 3.74% and the national big fund holding sector declining by 5.47% [2] - The duty-free shop sector's net capital outflow indicates a mixed sentiment among investors, despite some individual stocks performing well [2][3] Stock Specifics - Key stocks in the duty-free shop sector included Tibet Summit, Caesar Travel, and Bubu Gao, which had significant net inflows of capital [2][3] - The stock performance varied, with some stocks like Nanning Department Store and ST Huayang experiencing declines of 1.91% and 1.41% respectively [1][4] - The trading volume and turnover rates for leading stocks in the duty-free sector were also highlighted, with Tibet Summit showing a turnover rate of 9.33% [3]

Core Insights - The tourism and scenic spots sector experienced a decline of 0.73% on October 13, with Tianfu Culture and Tourism leading the drop [1] - The Shanghai Composite Index closed at 3889.5, down 0.19%, while the Shenzhen Component Index closed at 13231.47, down 0.93% [1] Stock Performance Summary - Dalian Shengya (600593) saw a closing price of 34.39 with an increase of 3.21% and a trading volume of 50,900 shares, totaling 174 million yuan [1] - Changzi Mountain (660E09) closed at 45.45, up 2.18%, with a trading volume of 85,200 shares and a total transaction value of 385 million yuan [1] - Tianfu Culture and Tourism (000558) closed at 5.17, down 2.27%, with a trading volume of 516,000 shares and a total transaction value of 265 million yuan [2] Capital Flow Analysis - The tourism and scenic spots sector experienced a net outflow of 115 million yuan from main funds, while retail investors saw a net inflow of 111 million yuan [2] - Main funds showed a net inflow of 27.41 million yuan for Changzi Mountain (660209), while Dalian Shengya (600593) had a net outflow of 16.77 million yuan [3] - Yunnan Tourism (002059) recorded a net inflow of 13.34 million yuan from main funds, despite a net outflow from retail investors [3]

Core Insights - The tourism and scenic area sector experienced a slight increase of 0.13% on October 10, with Dalian Shengya leading the gains [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Stock Performance Summary - Dalian Shengya (600593) closed at 33.32, up 1.55% with a trading volume of 35,500 hands and a transaction value of 119 million [1] - ST Zhangjiajie (000430) closed at 7.77, up 1.30% with a trading volume of 59,600 hands and a transaction value of 46.19 million [1] - Caesar Travel (000796) closed at 5.86, up 1.03% with a trading volume of 841,400 hands and a transaction value of 493 million [1] - Other notable stocks include Lingnan Holdings (000524) at 13.15 (+0.92%), Tibet Tourism (600749) at 18.29 (+0.66%), and Guilin Tourism (000978) at 6.28 (+0.64%) [1] Capital Flow Analysis - The tourism and scenic area sector saw a net outflow of 273 million from main funds, while retail investors contributed a net inflow of 301 million [2] - Notable stocks with significant capital flow include Tibet Tourism (600749) with a main fund net inflow of 21.84 million and a retail net outflow of 13.03 million [3] - Caesar Travel (000796) experienced a main fund net inflow of 7.03 million but a retail net outflow of 1.15 million [3]

Core Viewpoint - The newly passed "Hainan Free Trade Port Tourism Regulations" aims to enhance the tourism sector by implementing high-standard open policies, gradually relaxing restrictions on foreign investment in tourism, and promoting international tourism consumption [1][3][54]. Group 1: Overview of the Regulations - The "Hainan Free Trade Port Tourism Regulations" was approved on September 30, 2025, and will take effect on December 1, 2025 [3][54]. - The regulations focus on protecting the rights of tourists and operators, regulating the tourism market, and promoting high-quality development in the tourism industry [4][55]. Group 2: Tourism Development and Promotion - The regulations encourage the integration of tourism with culture, sports, and health industries, shifting from a reliance on natural resources to a more diversified tourism model [54][55]. - There is a push for the development of various tourism products, including marine tourism, forest tourism, wellness tourism, and rural tourism, to enhance the overall tourism experience [12][13][14][15][16]. Group 3: Internationalization and Investment - The regulations will gradually relax or eliminate restrictions on foreign investment in tourism, allowing qualified joint ventures and wholly foreign-owned enterprises to engage in outbound tourism activities [22][23]. - The aim is to attract international capital and high-end hotel brands to Hainan, enhancing the internationalization of the tourism sector [23][24]. Group 4: Tourism Quality and Safety - The regulations emphasize the importance of improving tourism service quality and safety, establishing a comprehensive regulatory framework for tourism operations [37][56]. - There are specific provisions for high-risk tourism activities, ensuring safety standards and emergency response measures are in place [39][40]. Group 5: Legal Framework and Compliance - The regulations consist of 9 chapters and 68 articles, covering various aspects such as tourism planning, resource protection, and industry supervision [55]. - The legal framework aims to provide robust support for the development of Hainan as a world-class international tourism consumption center [55].

Group 1 - The ice and snow industry concept declined by 1.59%, ranking among the top declines in concept sectors, with notable declines in companies such as Huace Film & TV, *ST Xinyuan, and Caesar Travel [1][2] - Among the 15 stocks that rose, Xue Ren Group, Tianqiao Hoisting, and Ice Mountain Refrigeration had the highest increases of 7.44%, 3.61%, and 2.78% respectively [1][2] - The ice and snow industry concept saw a net outflow of 955 million yuan from main funds, with 38 stocks experiencing net outflows, and five stocks seeing outflows exceeding 50 million yuan [2][3] Group 2 - The top net outflow stocks included Vanke A with a net outflow of 212 million yuan, followed by Xiyu Tourism, Caesar Travel, and Huace Film & TV with outflows of 99.85 million yuan, 70.22 million yuan, and 67.45 million yuan respectively [2][3] - The stocks with the highest net inflows included Tianqiao Hoisting, Suzhou High-tech, and Huachao City A, with inflows of 45.02 million yuan, 25.04 million yuan, and 8.73 million yuan respectively [2][4] - The ice and snow industry concept had a significant number of stocks experiencing declines, with *ST Xinyuan dropping by 9.25% and Huace Film & TV by 13.56% [3][4]

Market Overview - The tourism and scenic spots sector experienced a decline of 3.87% on October 9, with Caesar Travel leading the drop [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Individual Stock Performance - Caesar Travel (000796) closed at 5.80, down 8.52% with a trading volume of 1.32 million shares and a transaction value of 779 million yuan [1] - Tianfu Culture Tourism (000558) closed at 5.28, down 6.55% with a trading volume of 1.02 million shares and a transaction value of 541 million yuan [1] - Xiyu Tourism (300859) closed at 41.16, down 6.13% with a trading volume of 133,500 shares and a transaction value of 55.4 million yuan [1] - Lingnan Holdings (000524) closed at 13.03, down 5.72% with a trading volume of 277,400 shares and a transaction value of 367 million yuan [1] - ST Zhangjiajie (000430) closed at 7.67, down 4.96% with a trading volume of 158,200 shares and a transaction value of 122 million yuan [1] Capital Flow Analysis - The tourism and scenic spots sector saw a net outflow of 720 million yuan from main funds, while retail investors contributed a net inflow of 695 million yuan [1] - The table of capital flow indicates that individual stocks experienced varying levels of net inflow and outflow from different investor categories [2]

Group 1 - The law firm led by Xie Baoping has successfully obtained compensation for investors in multiple securities fraud cases, including Guangzhou Langqi and Tongzhou Electronics [1][2][3] - On September 1, 2025, investors in 000523 Guangzhou Langqi received compensation from a lawsuit against Guangzhou Hongmian Zhihui Technology Co., Ltd. [1] - On September 16, 2025, investors in 002052 Tongzhou Electronics received compensation from a lawsuit against Shenzhen Tongzhou Electronics Co., Ltd. [1] Group 2 - The law firm has received various court rulings and mediation agreements, indicating ongoing legal proceedings in multiple cases [2] - On September 2, 2025, a civil judgment was received for investors in 000796 Caesar Travel, with compensation expected soon [2] - On September 3, 2025, a second-instance judgment confirmed compensation for investors in 002052 Tongzhou Electronics [2] Group 3 - The law firm has been actively filing new cases against several companies for securities fraud [7][8][9] - On September 1, 2025, multiple cases were filed against companies including Shenzhen Derun Electronics and Zhejiang Dongni Electronics [7] - A total of 88 new cases were filed by the law firm in September 2025, indicating a significant increase in legal actions against companies for securities fraud [8][9]

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]

Group 1 - The core transaction involved 360,000 shares of Caesar Travel, with a total transaction value of 2.0052 million yuan, accounting for 0.3% of the total transaction volume on that day [1][2] - The transaction price was 5.57 yuan per share, which represents a discount of 10.59% compared to the market closing price of 6.23 yuan [1][2]