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]

格隆汇10月13日丨丽江股份(002033.SZ)在投资者互动平台表示，公司三季报计划于10月25日披露。 ...

格隆汇10月13日丨丽江股份(002033.SZ)在投资者互动平台表示，公司三季报计划于10月25日披露。 ...

Core Insights - The world's longest mountain cable car, located in Hunan's Xuefeng Mountain, will begin trial operations, highlighting the growing trend of "internet-famous cable cars" that attract tourists and generate significant revenue for scenic spots [1][3]. Industry Overview - The cable car industry has seen a surge in popularity, with many scenic areas experiencing long wait times during peak seasons. For instance, the Songhua River sightseeing cable car in Heilongjiang is expected to receive 400,000 visitors during the 2024-2025 winter season, a 20% increase year-on-year [3]. - The cable car experience has evolved from a mere transportation tool to a key attraction that enhances the overall visitor experience, with a focus on immersive and culturally resonant experiences [5][7]. Financial Performance - Cable cars are a major revenue source for scenic areas, with several listed companies in China's A-share market relying heavily on cable car operations. For example, Emei Mountain A reported a cable car revenue of 185 million yuan, accounting for 40.48% of its total revenue [8]. - The average gross profit margin for cable car operations among comparable companies is approximately 79.29%, significantly higher than other segments like ticket sales and hotel services [9]. Market Trends - There is a noticeable shift in consumer preferences towards unique and immersive experiences, with cable cars increasingly seen as integral to the cultural and emotional connection to the landscape [5][11]. - Companies are developing diverse value ecosystems around cable cars, integrating them with themed events and cultural products to enhance visitor engagement and increase repeat business [11].

Group 1 - The tourism concept stocks in the A-share market experienced a collective decline, with notable drops in stocks such as Guilin Tourism down over 9% and Xi'an Tourism down over 8% [1] - Other companies also faced significant declines, including Caesar Travel down over 6%, Overseas Chinese Town A down over 6%, and several others down over 5% [1] - The overall market sentiment for tourism stocks appears negative, reflecting broader challenges in the sector [1] Group 2 - Specific stock performance data shows Guilin Tourism at a decline of 9.31% with a market capitalization of 3.193 billion, while Xi'an Tourism fell by 8.27% with a market cap of 3.206 billion [2] - Caesar Travel reported a decline of 6.75% with a market cap of 9.976 billion, and Overseas Chinese Town A decreased by 6.30% with a market cap of 20.3 billion [2] - Other notable declines include Nanjing Commercial Travel down 5.73% and Lingnan Holdings down 5.49%, indicating a widespread downturn across various tourism-related companies [2]

9月22日，丽江股份跌5.08%，截至发稿，报9.53元/股，成交3.40亿元，换手率6.39%，总市值52.37亿 元。 资料显示，丽江玉龙旅游股份有限公司位于云南省丽江市古城区香格里大道760号丽江玉龙旅游大楼， 成立日期2001年10月18日，上市日期2004年8月25日，公司主营业务涉及旅游索道的经营、管理、文艺 演出、酒店经营等其他业务。主营业务收入构成为：索道运输49.53%，酒店服务20.70%，印象演出 16.93%，其他(补充)10.13%，餐饮服务2.70%。 从丽江股份十大流通股东角度 富国中证旅游主题ETF（159766）基金经理为曹璐迪。 截至发稿，曹璐迪累计任职时间5年127天，现任基金资产总规模137.39亿元，任职期间最佳基金回报 109.23%， 任职期间最差基金回报-44.98%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，富国基金旗下1只基金位居丽江股份十大流通股东。富国中证旅游主题ETF（1597 ...

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]

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]