证券之星消息，10月27日旅游及景区板块较上一交易日上涨0.57%，大连圣亚领涨。当日上证指数报收于 3996.94，上涨1.18%。深证成指报收于13489.4，上涨1.51%。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 | 49.80 | 6.68% | 17.21万 | 8.43亿 | | 600749 | 西藏旅游 | 18.58 | 1.75% | 9.79万 | 1.81亿 | | 002033 | 配江股份 | 8.72 | 1.40% | 20.06万 | 1.75亿 | | 000524 | 岭南控股 | 13.81 | 0.95% | ● 15.67万 | 2.15亿 | | 000796 | 凯撒旋业 | 6.14 | 0.82% | 74.91万 | 4.61亿 | | 000430 | ST张家界 | 7.84 | 0.77% | 7.20万 | 5645.08万 | | 661809 | 九华旅游 | 3 ...

Core Points - Guilin Tourism plans to publicly transfer 100% equity and 237 million yuan of debt of its long-term loss-making subsidiary, Zijiang Danxia Tourism Co., marking the divestment of an unprofitable asset that has not generated profit since its acquisition in 2007 [2][5][6] - The company faces significant operational challenges, with 8 out of 10 major subsidiaries reporting negative net profits and 5 being insolvent as of mid-2025 [2][7] - Despite a strategic plan aimed at reversing losses, the company reported a net loss exceeding 200 million yuan in 2024 and negative net profit in the first half of 2025, indicating that the effectiveness of the strategy remains to be seen [2][10] Financial Performance - From 2020 to mid-2025, Guilin Tourism only achieved revenue growth and profitability in 2023, with all other periods showing a decline in revenue and net losses [2][9] - The company’s revenue dropped from 606 million yuan in 2019 to 129 million yuan in 2022, with cumulative net losses of approximately 769 million yuan during this period [9] - In 2023, the company reported a revenue increase of 260.89% to 467 million yuan, with net profit and non-recurring net profit both increasing by over 100% [9][10] Strategic Initiatives - The company has proposed a strategic framework called "one core, one optimization, two wings, three expansions" to address its financial difficulties and explore new business areas such as smart tourism and low-altitude economy [2][10] - The strategic plan includes enhancing core tourism operations, optimizing asset structure, and developing new tourism-related industries, although the results of these initiatives have yet to materialize [10] - The company aims to leverage national policies promoting high-quality tourism development and capitalize on the opportunity to establish Guilin as a world-class tourist city [3][10] Market Concerns - The prolonged losses and the decision to sell Zijiang Danxia have raised concerns about the company's internal management and risk assessment processes [6][7] - The potential for the Zijiang Danxia asset to face similar challenges as another subsidiary, Fengyu Rock, which has repeatedly failed to sell its stake, is a point of market speculation [7][10] - The company acknowledges the need for improved performance metrics and monitoring mechanisms for its subsidiaries to prevent future losses [6][7]

NO.1MUJI中国门店数量增至422家 近日，无印良品（上海）商业有限公司母公司株式会社良品计画（即MUJI）发布2025财年（2024年9月 至2025年8月）财报，报告期内营收7846亿日元、同比增长18.6%，营业利润738亿日元、同比增长 31.5%，均创历史新高。期内全球门店净增107家至1412家，中国门店数量净增24家至422家；中国电商 占比约两成，大型化门店与本地企划商品推动单店销售持续提升。 点评：中国门店"大店+电商"双轮驱动，既存店两位数增长验证客流与客单同步提升，利润率改善来自 成本优化及降价减少。短期看，同店增长仍具韧性，但高基数下需观察2026财年同店走势；中长期看， 大型化门店资本开支较高，若同店增速放缓，将对坪效与现金流形成考验。 NO.2上海：鼓励有条件的旅游景区等划出露营休闲功能区 ｜2025年10月13日星期一｜ 10月11日，上海市人民政府办公厅印发《上海市帐篷露营地管理办法》，其中提出，鼓励有条件的旅游 景区、旅游度假区、乡村振兴示范村、美丽乡村示范村、乡村旅游重点村、郊野公园、存量建设用地、 环城生态公园带、主题公园和开放休闲林地等，在符合相关规定的前提下，划出 ...

Group 1 - The company held its seventh board meeting on October 9, 2025, where all nine directors attended, and the meeting complied with relevant laws and regulations [2][3] - The board approved the proposal to publicly transfer 100% equity and debt of its wholly-owned subsidiary, Guilin Zijiang Danxia Tourism Co., Ltd., which operates the Zijiang Tianmen Mountain Scenic Area [3][7] - The company plans to conduct information disclosure before the formal transfer process, in accordance with national and regional regulations [7][8] Group 2 - Guilin Zijiang Danxia Tourism Co., Ltd. has a registered capital of 50 million yuan and is fully owned by the company [10] - As of June 30, 2025, the company's debt to Zijiang Danxia was approximately 237.11 million yuan [12] - The purpose of the transaction is to optimize the company's asset structure, improve operational efficiency, and reduce losses, with no significant impact expected on the company's operations and business development [12]

格隆汇10月10日丨桂林旅游(000978.SZ)公布，桂林资江丹霞旅游有限责任公司（简称"资江丹霞公司"） 为桂林旅游股份有限公司的全资子公司，注册资本5,000万元，主要经营资江天门山景区。公司第七届 董事会2025年第六次会议审议通过了关于拟公开挂牌转让资江丹霞公司100%股权暨债权的议案，公司 董事会同意公司在产权交易机构以公开挂牌方式转让持有的资江丹霞公司100%股权暨所持资江丹霞公 司债权。 ...

证券代码：000978 证券简称：桂林旅游 公告编号：2025-045 桂林旅游股份有限公司关于拟公开挂牌转让 桂林资江丹霞旅游有限责任公司 100%股权暨债权 并拟在产权交易机构进行信息预披露的提示性公告 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、交易概述 桂林资江丹霞旅游有限责任公司（以下简称"资江丹霞公司"）为桂林旅游 股份有限公司（以下简称"公司"或"本公司"）的全资子公司，注册资本 5,000 万元，主要经营资江天门山景区。 公司第七届董事会 2025 年第六次会议审议通过了关于拟公开挂牌转让资江 丹霞公司 100%股权暨债权的议案，公司董事会同意公司在产权交易机构以公开 挂牌方式转让持有的资江丹霞公司 100%股权暨所持资江丹霞公司债权（以下简 称"本次交易"）。 根据《企业国有资产交易监督管理办法》（国务院国资委、财政部令第 32 号）及《广西壮族自治区企业国有资产交易监督管理办法》（桂国资发〔2018〕2 号）等相关规定及要求，在正式挂牌转让前，公司拟在产权交易机构进行信息预 披露，该次信息预披露不构成交易行为。 桂林市国资委已同意公 ...

证券代码：000978 证券简称：桂林旅游 公告编号：2025-044 桂林旅游股份有限公司第七届董事会 2025 年第六次会议决议公告 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。 一、董事会会议召开情况 桂林旅游股份有限公司（以下简称"公司"或"本公司"）第七届董事会 2025 年第六次会议通知于 2025 年 9 月 28 日以书面或电子文件的方式发给各位董事。 会议于 2025 年 10 月 9 日以通讯表决的方式召开。 本次董事会会议应出席董事 9 人，实际出席董事 9 人(其中：委托出席的董 事人数 0 人)。会议的召开符合《公司法》和《公司章程》的有关规定。 二、董事会会议审议情况 桂林资江丹霞旅游有限责任公司（以下简称"资江丹霞公司"）为本公司的 全资子公司，注册资本 5,000 万元，主要经营资江天门山景区。 公司董事会同意公司在产权交易机构以公开挂牌方式转让持有的资江丹霞 公司 100%股权暨所持资江丹霞公司债权。 根据《企业国有资产交易监督管理办法》（国务院国资委、财政部令第 32 号）及《广西壮族自治区企业国有资产交易监督管理办法》（ ...

（原标题：桂林旅游(000978.SZ)：拟挂牌转让资江丹霞公司100%股权暨债权） 格隆汇10月10日丨桂林旅游(000978.SZ)公布，桂林资江丹霞旅游有限责任公司（简称"资江丹霞公司"） 为桂林旅游股份有限公司的全资子公司，注册资本5,000万元，主要经营资江天门山景区。公司第七届 董事会2025年第六次会议审议通过了关于拟公开挂牌转让资江丹霞公司100%股权暨债权的议案，公司 董事会同意公司在产权交易机构以公开挂牌方式转让持有的资江丹霞公司100%股权暨所持资江丹霞公 司债权。 ...

桂林旅游公告，公司董事会同意在产权交易机构公开挂牌转让全资子公司桂林资江丹霞旅游有限责任公 司100%股权暨债权，并进行信息预披露。截至2025年6月30日，公司对该子公司债权金额2.37亿元；资 江丹霞资产总额2085.41万元，负债总额2.56亿元，净资产-2.35亿元。本次交易对方尚未确定，预计不 构成重大资产重组。 ...

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]