证券日报网讯凯撒旅业（000796）9月1日在互动平台回答投资者提问时表示，公司将会严格按照相关监 管规则及时履行信息披露义务，请关注公司指定信息披露媒体。 ...

Core Insights - The appreciation of the Renminbi has positively impacted certain sectors, with the Renminbi appreciation beneficiary sector rising by 0.25% compared to the previous trading day [1] - The Shanghai Composite Index closed at 3857.93, up 0.37%, while the Shenzhen Component Index closed at 12696.15, up 0.99% [1] Sector Performance - Leading the Renminbi appreciation beneficiary sector was Caesar Travel, which saw a closing price of 5.92, an increase of 10.04% with a trading volume of 1.73 million shares and a transaction value of 99.56 million [1] - Other notable performers included Tongling Nonferrous Metals with a closing price of 4.51, up 3.44%, and Sun Paper with a closing price of 15.36, up 3.09% [1] Capital Flow Analysis - The Renminbi appreciation beneficiary sector experienced a net outflow of 620 million yuan from institutional investors, while retail investors saw a net inflow of 308 million yuan [2] - The capital flow data indicates that while institutional investors withdrew funds, retail investors were more active in purchasing shares within this sector [2][3] Individual Stock Insights - Caesar Travel had a net inflow of 247 million yuan from institutional investors, but a net outflow of 99.66 million yuan from speculative funds [3] - In contrast, Tongling Nonferrous Metals experienced a net outflow of 10.02% from speculative funds, indicating a lack of interest from this investor group [3]

Market Overview - The tourism and scenic spots sector increased by 1.73% on August 29, with Caesar Travel leading the gains [1] - The Shanghai Composite Index closed at 3857.93, up 0.37%, while the Shenzhen Component Index closed at 12696.15, up 0.99% [1] Key Performers - Caesar Travel (000796) closed at 5.92, up 10.04% with a trading volume of 1.73 million shares and a transaction value of 256.6 million [1] - Dalian Shenya (600593) closed at 34.65, up 4.94% with a trading volume of 108,000 shares and a transaction value of 370 million [1] - Changbai Mountain (660E09) closed at 44.90, up 4.47% with a trading volume of 167,400 shares and a transaction value of 748 million [1] - Other notable performers include Zhongxin Tourism (002707) and Emei Mountain A (000888), with increases of 2.73% and 2.70% respectively [1] Fund Flow Analysis - The tourism and scenic spots sector saw a net inflow of 214 million from institutional investors, while retail investors experienced a net outflow of 56.46 million [2] - Major stocks like Caesar Travel and Dalian Shenya had significant institutional net inflows, while retail investors showed a tendency to withdraw funds [3] Individual Stock Analysis - Caesar Travel had a net inflow of 247.1 million from institutional investors, but a net outflow of 99.66 million from retail investors [3] - Dalian Shenya experienced a net inflow of 48.58 million from institutional investors, with retail investors withdrawing 32.19 million [3] - Emei Mountain A had a net inflow of 29.70 million from institutional investors, while retail investors withdrew 16.31 million [3]

Core Insights - The company reported a slight decrease in revenue for the first half of 2025, achieving 317 million yuan, down 1.20% from 321 million yuan in the same period last year [1] - The net loss attributable to shareholders was 24.28 million yuan during the reporting period [1] Financial Performance - The gross margin for the reporting period was 22.12%, a decrease of 0.31 percentage points year-on-year [1] - The net margin stood at -6.97%, which is a decline of 2.22 percentage points compared to the previous year [1] Segment Performance - The tourism services segment generated revenue of 129 million yuan, reflecting a year-on-year decrease of 3.90% [1] - The catering services segment reported revenue of 145 million yuan, down 4.62% year-on-year [1]

Market Performance - The tourism and scenic spots sector rose by 1.21% on August 28, with Tianfu Culture and Tourism leading the gains [1] - The Shanghai Composite Index closed at 3843.6, up 1.14%, while the Shenzhen Component Index closed at 12571.37, up 2.25% [1] Key Stocks in Tourism Sector - Tianfu Culture and Tourism (000558) closed at 6.42, up 5.77% with a trading volume of 2.815 million shares and a transaction value of 1.774 billion [1] - Other notable performers include: - Caesar Travel (000796) at 5.38, up 5.28% [1] - Qujiang Culture and Tourism (600706) at 10.92, up 3.02% [1] - Xiyu Tourism (300859) at 44.60, up 2.95% [1] - Zhongxin Tourism (002707) at 8.07, up 1.51% [1] Capital Flow Analysis - The tourism and scenic spots sector saw a net inflow of 52.0195 million in main funds, while retail investors experienced a net outflow of 69.5711 million [2] - Notable capital flows include: - Caesar Travel had a main fund net inflow of 14.66 million, but retail investors had a net outflow of 93.9169 million [3] - Xiyu Tourism experienced a main fund net inflow of 24.3052 million, with a retail net outflow of 20.6620 million [3] - Qujiang Culture and Tourism had a main fund net inflow of 18.2792 million, but retail investors faced a net outflow of 26.9226 million [3]

财务数据显示，今年上半年，凯撒旅业的营业收入约3.17亿元（人民币，下同），同比减少1.2%；归母 净亏损约2428.24万元，同比增亏43.98%；扣非后归母净亏损约2981.42万元，同比增亏28.64%。 8月26日，凯撒同盛发展股份有限公司（凯撒旅业，000796.SZ）发布2025年半年度报告。 （智通财经记者 唐莹莹） ...

Core Viewpoint - The financial report of Caesar Tongsheng Development Co., Ltd. for the first half of 2025 indicates a decline in revenue and an increase in losses compared to the same period in 2024, highlighting potential challenges in operational efficiency and profitability [2][5][6]. Financial Performance - Total operating revenue for the first half of 2025 was CNY 317,064,709.40, a decrease from CNY 320,919,773.51 in the same period of 2024, reflecting a decline of approximately 0.9% [4]. - Total operating costs increased to CNY 337,614,983.44 from CNY 330,791,894.11, representing an increase of about 2.5% [4]. - The net loss for the first half of 2025 was CNY 22,096,975.36, compared to a net loss of CNY 15,250,732.29 in the first half of 2024, indicating a worsening financial situation [5][6]. Assets and Liabilities - Total assets at the end of the reporting period were CNY 1,943,364,645.76, up from CNY 1,841,008,174.21 at the beginning of the year [2][3]. - Total liabilities increased to CNY 1,002,451,848.09 from CNY 984,872,330.76, showing a rise in financial obligations [3]. - The total equity attributable to shareholders was CNY 828,014,246.01, an increase from CNY 747,622,738.97, indicating a slight improvement in shareholder value despite the losses [3][5]. Cash Flow Analysis - The net cash flow from operating activities was negative at CNY -23,420,615.08, compared to CNY -63,352,190.53 in the first half of 2024, showing an improvement in cash flow management [7]. - Cash and cash equivalents at the end of the period were CNY 835,109,436.86, down from CNY 864,082,285.23 at the beginning of the year, indicating a decrease in liquidity [7][8]. Other Financial Metrics - Basic and diluted earnings per share for the first half of 2025 were both CNY -0.0151, compared to CNY -0.0105 in the same period of 2024, reflecting a decline in profitability per share [5][6]. - Other comprehensive income after tax was CNY -15,674,574.42, compared to CNY -579,330.17 in the previous year, indicating a significant increase in losses from other comprehensive sources [5].

证券代码：000796 证券简称：凯撒旅业 公告编号：2025-048 凯撒同盛发展股份有限公司 关于 2025 年上半年计提资产减值准备及确认其他权益工具 投资公允价值变动的公告 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。 凯撒同盛发展股份有限公司（以下简称"公司"）于 2025 年 8 月 26 日召开 了第十一届董事会第二十次会议，会议审议通过了《关于 2025 年上半年计提资 产减值准备及确认其他权益工具投资公允价值变动的议案》。根据《深圳证券交 易所股票上市规则》《深圳证券交易所上市公司自律监管指引第 1 号——主板上 市公司规范运作》的相关规定，现将有关情况公告如下： 一、计提资产减值准备及确认其他权益工具投资公允价值变动的原因 公司遵循《企业会计准则》以及公司有关会计政策的规定，为真实准确地反 映公司截至 2025 年 6 月 30 日的财务状况和经营成果，公司对合并范围内资产进 行全面减值测试。基于谨慎性原则，公司对账面价值不为零的合营及联营企业长 期股权投资进行价值估值，对存在减值迹象的资产按照可收回金额低于账面价值 的差额计提资产减值准 ...

Summary of Non-Operating Fund Occupation and Related Fund Transactions Core Viewpoint The report provides a detailed summary of non-operating fund occupation and related fund transactions for the listed company, highlighting the absence of non-operating fund occupation and the nature of transactions with related parties. Group 1: Non-Operating Fund Occupation - The total non-operating fund occupation from controlling shareholders and their subsidiaries is reported as 0.00 RMB, indicating no funds were occupied in this category [1]. - There are no recorded amounts for non-operating fund occupation from previous controlling shareholders or other related parties, maintaining a consistent zero balance [1]. Group 2: Related Fund Transactions - The total amount of related fund transactions with various subsidiaries and affiliated companies is significant, with cumulative amounts reaching 1,135,415,781.70 RMB as of the end of the first half of 2025 [3]. - Specific transactions include: - Qingdao Huanhai Bay Anshi Commercial Management Co., Ltd. with a balance of 4,690,753.00 RMB in accounts receivable [1]. - Qingdao Huanhai Bay Cultural Tourism Development Group Co., Ltd. with a balance of 8,175,783.22 RMB in accounts receivable [1]. - Other related parties also show substantial amounts in accounts receivable, indicating ongoing operational transactions [1][2]. - The report categorizes these transactions primarily as operational exchanges, with a focus on sales and service agreements [1][2].

Core Viewpoint - The report highlights the financial performance and operational strategies of Caissa Tosun Development Co., Ltd. for the first half of 2025, indicating a slight decline in revenue and net profit, while emphasizing the company's focus on enhancing its tourism and food service sectors amidst a recovering travel industry [1][4][26]. Financial Performance - The company's revenue for the reporting period was approximately 317.06 million yuan, a decrease of 1.20% compared to the same period last year [4][26]. - The net profit attributable to shareholders was approximately -24.28 million yuan, reflecting a decline of 43.98% year-on-year [4][26]. - The net cash flow from operating activities improved significantly, showing a 63.03% increase, amounting to -23.42 million yuan [4][26]. Business Overview - The company operates in the tourism sector, providing comprehensive travel services across over 120 countries, focusing on outbound, inbound, and domestic tourism [8][10]. - Caissa Easy Food, a subsidiary, is a leading food service provider in China, covering various sectors including airline catering and railway dining, with an annual catering volume exceeding 20 million meals [9][19]. - The company is strategically positioned in the coastal tourism market, particularly in Qingdao and Hainan, aiming to leverage local resources for high-quality tourism development [10][22]. Industry Trends - The tourism industry is experiencing a recovery, with a notable increase in both domestic and inbound tourism, driven by changing consumer preferences towards cultural and experiential travel [5][10]. - The report notes a growing demand for high-end customized travel experiences, particularly among older travelers and the Z generation, who are increasingly influencing travel trends [5][10]. - The integration of cultural and tourism sectors is reshaping the development landscape, with government policies promoting marine economy and cultural tourism [5][10]. Strategic Initiatives - The company is enhancing its product offerings by focusing on differentiated services and innovative experiences in coastal tourism, including marine leisure and high-end wellness services [10][22]. - Partnerships with international tourism boards, such as those in Saudi Arabia and Thailand, are being strengthened to expand market reach and product diversity [11][12]. - The company is actively pursuing resource integration and collaboration with local governments to enhance its competitive edge in the tourism sector [22][23].