Market Overview - On September 19, the tourism and scenic spots sector rose by 2.53% compared to the previous trading day, with Xiyu Tourism leading the gains [1] - The Shanghai Composite Index closed at 3820.09, down 0.3%, while the Shenzhen Component Index closed at 13070.86, down 0.04% [1] Top Performers - Xiyu Tourism (300859) closed at 56.99, up 12.61% with a trading volume of 294,300 shares and a transaction value of 1.603 billion [1] - Yunnan Tourism (002059) closed at 7.35, up 10.03% with a trading volume of 178,600 shares and a transaction value of 131 million [1] - Guilin Tourism (000978) closed at 7.68, up 10.03% with a trading volume of 627,900 shares and a transaction value of 456 million [1] - Qujiang Cultural Tourism (600706) closed at 13.06, up 10.03% with a trading volume of 685,900 shares and a transaction value of 868 million [1] Underperformers - Caesar Travel (000796) closed at 6.75, down 4.53% with a trading volume of 1,914,400 shares and a transaction value of 1.304 billion [2] - Tianfu Cultural Tourism (000558) closed at 6.84, down 3.80% with a trading volume of 1,628,700 shares and a transaction value of 1.122 billion [2] - Dalian Shengya (600593) closed at 36.35, down 2.00% with a trading volume of 90,300 shares and a transaction value of 328 million [2] Capital Flow - The tourism and scenic spots sector experienced a net outflow of 133 million from main funds, while retail investors saw a net inflow of 114 million [2] - The main funds' net inflow for Xiyu Tourism was 75.07 million, while retail investors had a net outflow of 53.80 million [3] - Guilin Tourism had a main fund net inflow of 52.46 million, but a retail net outflow of 53.02 million [3]

Group 1 - The tourism and hotel sector in the A-share market has seen significant growth, with the sector index rising by 4.66% this week and achieving nine consecutive weeks of gains [1] - The large-scale ETF, the Fortune CSI Tourism ETF (159766), increased by 3.83% this week, marking its seventh consecutive week of growth and reaching an eight-week high [1] - Individual stocks such as Yunnan Tourism surged with a weekly increase of 36.87%, while other companies like Xiyu Tourism and Qujiang Cultural Tourism also saw substantial gains [1] Group 2 - The upcoming Mid-Autumn Festival and National Day holidays are expected to drive high demand in the tourism market, supported by policy measures, capacity assurance, and upgraded consumer demand [2] - The National Day holiday is projected to see a year-on-year increase of 7.0% and 8.3% in domestic tourism revenue per capita [2] - The recovery of consumer confidence and ongoing policies to boost domestic demand are anticipated to sustain the tourism industry's recovery [2] Group 3 - Recent policy measures aimed at expanding service consumption are contributing to the upward trend in the tourism and hotel sector [3] - The Ministry of Commerce and other departments have introduced 19 initiatives to stimulate service consumption, which are expected to create new growth opportunities in sectors like education, healthcare, culture, and tourism [3] - Leading companies in the domestic tourism industry reported robust growth in their mid-year financial results, with Ctrip's revenue increasing by 16.21% and net profit by 12.01%, while Tongcheng Travel's revenue rose by 11.53% and net profit by 57.86% [3]

每经记者｜王砚丹 每经编辑｜何小桃 赵云 9月19日，A股三大指数集体下跌，截至收盘，上证指数跌0.3%，深证成指跌0.04%，创业板指跌0.16%。沪深京三市全天成交额23494亿元，较上日缩量 8172亿元。全市场超3400只个股下跌。 东莞证券指出，2025年上半年，国内外出游需求保持火热，但旅游消费更加理性，行业竞争仍较激烈。考虑到去年"924"以来国内宏观经济环境改善，政 策重心转向促消费，预计下半年国内旅游出行仍有释放空间。从业绩弹性和长期景气度来看，建议关注需求稳定有增长的部分自然景区如祥源文旅 (600576)、三特索道(002159)、长白山(603099)等；业绩稳定低估值的酒店龙头，如锦江酒店(600754)、首旅酒店（600258）等。 此外，值得一提的是，文旅酒店板块并非与科技板块是此消彼长的关系，实际上，文旅酒店正在努力拥抱科技变革，以实现服务效率提升并提高消费者满 意度。 板块题材上，能源金属、光刻机、教育、旅游及酒店、煤炭、工程机械板块涨幅居前；人形机器人、造纸、创新药、多元金融、液冷服务器板块跌幅居 前。 值得注意的是，2025年的国庆节与中秋节再度"相逢"，形成长达8天的超 ...

国庆中秋假期临近，提振旅游出行板块。据悉，2025年国庆与中秋"双节合一"形成8天超长假期，叠 加"拼假"政策延伸出12天超长假期，旅游出行市场已进入预订高峰期，机票、火车票、用车等在内的交 通服务人均预订量较去年增长约10%，且有进一步上涨势头。 （文章来源：证券时报网） 机构表示，考虑今年中秋国庆共8天假期或刺激旅游需求，且部分暑期因极端天气递延的需求或于中秋 国庆假期释放，期待假期休闲旅游需求表现。目前假期预订数据表现较好，如去哪儿数据显示，截至9 月16日，中秋国庆假期国内游和出境游出游意愿同比去年分别增长三成和超四成；飞猪数据显示，在拼 假策略带动下，今年假期旅游预订较去年提前约3.5天，多目的地"串游"趋势明显。建议关注有望迎来 拐点、边际改善或受益于服务消费政策的公司。 旅游出行板块19日盘中大幅拉升，截至发稿，西域旅游涨约12%，盘中创出新高；云南旅游涨停斩获3 连板，桂林旅游、曲江文旅亦涨停，西安旅游涨超4%。 ...

Group 1 - The upcoming National Day and Mid-Autumn Festival holidays are driving a surge in certain tourism-related stocks in the A-share market [1] - Guilin Tourism has reached its daily limit increase, while Xi'an Tourism has risen nearly 7% [1] - Other companies such as Lijiang Co., Xiangyuan Cultural Tourism have increased by nearly 5%, and Jiuhua Tourism and China Youth Travel have risen over 3% [1]

Core Insights - The tourism and scenic spots sector experienced a rise of 2.37% on September 18, with Yunnan Tourism leading the gains [1] - The Shanghai Composite Index closed at 3831.66, down 1.15%, while the Shenzhen Component Index closed at 13075.66, down 1.06% [1] Sector Performance - Yunnan Tourism (002059) saw a closing price of 6.68, with a significant increase of 10.05% and a trading volume of 1.1964 million shares, amounting to a transaction value of 765 million [1] - Qujiang Cultural Tourism (600706) also performed well, closing at 11.87 with a rise of 10.01% and a trading volume of 547,300 shares, resulting in a transaction value of 630 million [1] - Other notable performers included Tibet Tourism (600749) with a 7.06% increase, closing at 23.96, and Xi'an Tourism (000610) with a 6.69% increase, closing at 15.00 [1] Capital Flow - The tourism and scenic spots sector saw a net inflow of 232 million in main funds, while retail investors experienced a net outflow of 216 million [2][3] - The main funds' net inflow for Qujiang Cultural Tourism was 126 million, while it faced a net outflow of 48.38 million from speculative funds [3] - Tibet Tourism had a net inflow of 82.42 million from main funds, with a net outflow of 33.97 million from speculative funds [3]

Group 1 - The upcoming National Day and Mid-Autumn Festival holidays are driving an increase in certain tourism-related stocks in the A-share market [1] - Xi'an Tourism stock has risen over 6%, while Dalian Shengya has increased nearly 4% [1] - Other companies such as Lijiang Co., Lingnan Holdings, and Guilin Tourism have also seen their stocks rise by over 2% [1]

3.涉案的金额：桂林桂圳投资置业有限责任公司35%股权及4,430.2567万元（暂计数） 登录新浪财经APP 搜索【信披】查看更多考评等级 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.案件所处的诉讼阶段：上诉已受理，二审尚未开庭 2.公司所处的当事人地位：上诉人（一审原告） 被上诉人（一审被告）：刘美希 被上诉人（一审被告）：广西桂圳装饰设计工程有限公司 （二）上诉请求 1.维持（2024）桂0304民初2063号民事判决第一项判决； 2.撤销（2024）桂0304民初2063号民事判决第二项判决； （1）判令三被上诉人连带赔偿上诉人损失3,368.11万元； （2）判令三被上诉人连带向上诉人支付违约金1,010.433万元； （3）判令三被上诉人连带向上诉人支付律师费42万元； （4）判令三被上诉人连带向上诉人支付评估费7万元； 4.对公司损益产生的影响：法院已受理上诉，目前二审尚未开庭，对公司的生产经营无实质影响，对公 司本年度或期后利润的影响尚不能确定。 一、本次诉讼基本情况 桂林旅游股份有限公司（以下简称"公司"）于2024年4月 ...

证券代码：000978 证券简称：桂林旅游 公告编号：2025-043 桂林旅游股份有限公司诉讼进展公告 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.案件所处的诉讼阶段：上诉已受理，二审尚未开庭 2.公司所处的当事人地位：上诉人（一审原告） 3.涉案的金额：桂林桂圳投资置业有限责任公司 35%股权及 4,430.2567 万 元（暂计数） 4.对公司损益产生的影响：法院已受理上诉，目前二审尚未开庭，对公司的 生产经营无实质影响，对公司本年度或期后利润的影响尚不能确定。 一、本次诉讼基本情况 桂林旅游股份有限公司（以下简称"公司"）于 2024 年 4 月 10 日向桂林市 象山区人民法院（以下简称"象山法院"）提交了《民事起诉状》，就与文良天、 刘美希、广西桂圳装饰设计工程有限公司股权转让纠纷事宜向象山法院提起诉讼。 2025 年 7 月 18 日，公司收到象山法院作出的《民事判决书》，具体详见公 司 2025 年 7 月 22 日 在 《 中 国 证 券 报 》 《 证 券 时 报 》 以 及 巨 潮 资 讯 网 （www.cninfo. ...

Market Overview - The tourism and scenic spots sector experienced a decline of 1.43% on September 17, with Xiyu Tourism leading the drop [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Stock Performance - Notable gainers included Yunnan Tourism, which rose by 9.96% to a closing price of 6.07, with a trading volume of 1.29 million shares and a transaction value of 770 million [1] - Other stocks like Tibet Tourism and Emei Mountain A also showed slight increases, while several stocks, including Xiyu Tourism and Zhenfu Cultural Tourism, saw declines of 3.95% and 1.52%, respectively [2][1] Capital Flow - The tourism and scenic spots sector saw a net outflow of 717 million from main funds, while retail investors contributed a net inflow of 653 million [2] - The capital flow data indicates that Yunnan Tourism had a net inflow of 96.73 million from main funds, while Emei Mountain A and Tibet Tourism also experienced positive net inflows [3]