Group 1 - The company, Yunnan Tourism (002059.SZ), currently has no operational scenic spots in Tibet [1]

Core Viewpoint - The arbitration case involving Yunnan Tourism Co., Ltd. and its wholly-owned subsidiary, Shenzhen Huasheng Cultural Tourism Design Co., Ltd., has been accepted by the arbitration institution but has not yet been heard in court [2][4]. Group 1: Arbitration Details - The arbitration amount claimed by the design institute is approximately 151,415,427.36 yuan, while the counterclaim amount from Yongzhou Xiangyuan Cultural Tourism Co., Ltd. is approximately 187,298,084.75 yuan [3][4]. - The counterclaim includes requests for the return of 100,000,000 yuan in startup funds and compensation for fund occupation fees amounting to 23,046,712.33 yuan, calculated until July 20, 2025 [5][6]. - Additional claims in the counterclaim include compensation for delays in project completion amounting to 21,833,172.42 yuan and losses due to reduced usage lifespan of indoor equipment totaling 40,418,200 yuan [6][7]. Group 2: Impact on the Company - The impact of the arbitration case on the company's current and future profits is currently indeterminate as the case has not yet been heard [3][10]. - The company will actively gather evidence for its defense and will assert its legal rights to protect the interests of the company and its shareholders [10]. - Over the past 12 months, the company and its subsidiaries have been involved in 53 litigation/arbitration cases as defendants, with a total amount involved of approximately 64.35 million yuan [11].

证券代码：002059 证券简称：云南旅游 公告编号：2025-042 公司全资企业设计院就永州湘源文化旅游有限公司（以下简称"永州湘源"） 未按照合同约定支付款项事宜向中国国际经济贸易仲裁委员会提起仲裁，仲裁案件 金额暂计为151,415,427.36元，该仲裁立案已获受理，尚未开庭审理。具体情况详见 公司于2025年4月9日在巨潮资讯网（http://www.cninfo.com.cn）披露的《公司关于 全资公司提起仲裁的公告》（公告编号：2025－029）。 二、本次仲裁事项的进展情况 云南旅游股份有限公司 关于全资公司仲裁的进展公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏。 重要内容提示： 1. 案件所处的仲裁阶段：仲裁机构已受理，尚未开庭。 2. 上市公司所处的当事人地位：云南旅游股份有限公司（以下简称"云南旅游" 或"公司"）全资企业华侨城（深圳）文化旅游设计有限公司（以下简称"设计 院"）为仲裁申请人、被反申请人。 3. 涉 案 金 额 ： 仲 裁 案 件 暂 计 为 151,415,427.36 元 ， 反 请 求 涉 案 金 额 为 18 ...

Core Viewpoint - The tourism sector in A-shares is experiencing significant performance divergence in the first half of 2025, with many companies reporting increased losses while a few are showing substantial profit growth [2][11]. Group 1: Company Performance - Yunnan Tourism is expected to report a net loss of 90 million to 140 million yuan, an increase in losses by 95.79% to 204.57% compared to the previous year [4]. - Xi'an Tourism anticipates a net loss of 49 million to 69 million yuan, which is relatively stable compared to a loss of 63.66 million yuan in the same period last year [5]. - Changbai Mountain is projected to incur a net loss of 2.58 million to 1.58 million yuan, marking a shift from profit to loss due to increased operational costs and decreased visitor numbers [6]. - Dalian Shengya expects a net loss of 19.08 million to 12.72 million yuan, with a significant drop in net profit from the previous year [6]. - Tibet Tourism is set to achieve a net profit of approximately 2 million yuan, marking a turnaround from losses in the previous year [7]. - Xiyu Tourism forecasts a profit of 9 million to 11 million yuan, a decline of 62.55% to 69.36% year-on-year [8]. - Guilin Tourism reports a net profit of about 8 million yuan, recovering from a loss of 19.09 million yuan in the same period last year [10]. - Xiangyuan Cultural Tourism expects a net profit of 90 million to 97 million yuan, an increase of 51.44% to 63.22% year-on-year, driven by new attractions and government subsidies [10]. Group 2: Market Trends and Influences - The performance divergence among tourism companies is influenced by factors such as weather disturbances, cost pressures, and differences in business structures [2][11]. - The summer peak season is anticipated to drive demand, with an expected increase in air travel passenger volume by 5.4% during the 2025 summer season [12]. - Analysts suggest that the combination of peak season demand, policy support, and AI empowerment will catalyze the recovery of natural scenic spots [12]. - The domestic tourism market is expected to remain stable, with a focus on deep experiences and cultural exploration as key consumer demands [12].

[Performance Forecast Overview](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E8%AE%A1%E6%83%85%E5%86%B5) The company forecasts a significant increase in H1 2025 net loss, with attributable net profit projected at **RMB 90 million to RMB 140 million** Key Performance Indicators for H1 2025 Performance Forecast | Item | Current Period (Jan 1 - Jun 30, 2025) | Prior Year Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders** | Loss: RMB 90 million to RMB 140 million | Loss: RMB 45.9665 million | | Year-over-Year Change | Loss Increase: 95.79% to 204.57% | - | | **Net Profit After Non-Recurring Items** | Loss: RMB 105 million to RMB 155 million | Loss: RMB 50.4992 million | | Year-over-Year Change | Loss Increase: 107.92% to 206.94% | - | | **Basic Earnings Per Share** | Loss: RMB 0.0889/share to RMB 0.1383/share | -RMB 0.0454/share | [Analysis of Performance Changes](index=1&type=section&id=%E4%B8%89%E3%80%81%E4%B8%9A%E7%BB%A9%E5%8F%98%E5%8A%A8%E5%8E%9F%E5%9B%A0%E8%AF%B4%E6%98%8E) Expanded losses stem from underperforming tourism cultural technology and traditional tourism segments, despite reduced period expenses - The tourism cultural technology segment's revenue and gross margin declined year-over-year due to proactive business structure adjustments and slower-than-expected new business expansion in response to market changes[5](index=5&type=chunk) - The traditional tourism business experienced a decline in per-customer spending due to market conditions, leading to reduced revenue and weakening overall profitability[5](index=5&type=chunk) - The company successfully achieved a year-over-year decrease in period expenses by continuously promoting lean management and strengthening operational and cost controls[7](index=7&type=chunk) [Other Explanations](index=1&type=section&id=%E4%BA%8C%E3%80%81%E4%B8%8E%E4%BC%9A%E8%AE%A1%E5%B8%88%E4%BA%8B%E5%8A%A1%E6%89%80%E6%B2%9F%E9%80%9A%E6%83%85%E5%86%B5%E5%8F%8A%E5%9B%9B%E3%80%81%E5%85%B6%E4%BB%96%E7%9B%B8%E5%85%B3%E8%AF%B4%E6%98%8E) This performance forecast's financial data is preliminary and unaudited, with final figures subject to the official H1 2025 report - The financial data related to this performance forecast has not been audited by an accounting firm[4](index=4&type=chunk) - This performance forecast represents preliminary estimates by the company's finance department, advising investors to refer to the officially disclosed semi-annual report and be aware of investment risks[8](index=8&type=chunk)

云南旅游股份有限公司 关于组织架构调整的公告 证券代码：002059 证券简称：云南旅游 公告编号：2025-040 云南旅游股份有限公司董事会 2025年7月8日 特此公告。 公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误 导性陈述或者重大遗漏。 云南旅游股份有限公司（以下简称"公司"）于2025年7月7日召开了第八届董 事会第二十七次会议，审议通过了《公司关于组织架构调整的议案》。为有效支撑 新业务开拓并保障公司战略发展目标的实现，公司决定对现有组织架构进行优化调 整。此次调整旨在构建更高效、灵活的组织体系，以更好地适应市场变化与未来需 求。调整后的组织架构如下： ...

一、会议召开情况 云南旅游股份有限公司（以下简称"公司"）第八届董事会第二十七次会议于2025 年7月2日以传真、电子邮件的方式发出通知，于2025年7月7日以通讯表决的方式召 开。会议应参与表决董事9名，实际参与表决董事9名。会议的召集、召开符合《中 华人民共和国公司法》和《公司章程》的规定。 云南旅游股份有限公司 第八届董事会第二十七次会议决议公告 公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误 导性陈述或者重大遗漏。 二、会议决议情况 会议以9票赞成、0票反对、0票弃权，审议通过了《公司关于组织架构调整的议 案》。 证券代码：002059 证券简称：云南旅游 公告编号：2025-039 公司第八届董事会第二十七次会议决议。 特此公告。 云南旅游股份有限公司董事会 2025年7月8日 详细内容见同日公司指定信息披露网站http://www.cninfo.com.cn刊登的《公司关 于组织架构调整的公告》（公告编号：2025-040）。 三、备查文件 ...

Core Viewpoint - The announcement details the completion of a share reduction plan by shareholder Li Jian, who reduced his holdings in Yunnan Tourism Co., Ltd. by 9,796,251 shares, representing 0.9676% of the company's total share capital [1]. Group 1: Share Reduction Details - Li Jian's share reduction was executed through block trading at an average price of 5.15 yuan per share [1]. - The shares reduced were acquired during a significant asset restructuring in 2019 through a non-public issuance [1]. - After the reduction, Li Jian holds a total of 29,388,756 shares, which is 2.90% of the total share capital [1]. Group 2: Compliance and Confirmation - The share reduction plan adhered to relevant laws and regulations, including the Securities Law of the People's Republic of China and the Shenzhen Stock Exchange listing rules [1]. - The implementation of the reduction plan was consistent with the previously disclosed plan, with no discrepancies or violations reported [1]. - As of the date of the announcement, the entire share reduction plan has been completed [1].

证券代码：002059 证券简称：云南旅游 编号：2025-038 云南旅游股份有限公司 股东减持股份结果公告 公司股东李坚先生保证向本公司提供的信息内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 云南旅游股份有限公司（以下简称"公司"）于 2025 年 6 月 11 日披露了《关 于公司董事减持股份的预披露公告》（公告编号：2025-034）。持有公司股份 39,185,007 股（占本公司总股本比例 3.87%）的董事李坚先生计划自减持预披露公告披露之日 起十五个交易日后的三个月内以集中竞价或大宗交易方式减持本公司股份不超过 9,796,251 股（占本公司总股本比例的 0.9676%）。 公司于近日收到李坚先生发来的《股份减持情况告知函》，截止本公告披露日， 本次减持计划实施完毕，现将减持结果公告如下： 一、减持计划实施完成情况 | 股东名称 | 减持方式 | | 减持时间 | | | 减持均价 | 减持数量 | 减持股份占总 | | --- | --- | --- | --- | --- | --- | --- | -- ...

Group 1 - The core viewpoint highlights the comprehensive tourism industry chain in Yunnan, leveraging diverse natural and cultural resources, with significant tourist reception and revenue figures for 2023 [1] - Yunnan's tourism industry received 1.042 billion visitors in 2023, generating a total tourism revenue of 1.44 trillion yuan [1] - The industry faces both advantages, such as unique cultural resources and cross-border tourism potential, and challenges, including product homogeneity and service quality issues [1] Group 2 - Digital technology is deeply reshaping the tourism experience, with 155,000 5G base stations expected by 2024, ensuring full coverage of A-level scenic spots [2] - The integration of IoT technology in Lijiang Ancient Town includes over 30,000 sensing units for monitoring, while big data and AI enhance customer service and experience [2] - The "One Mobile Phone to Tour Yunnan" platform consolidates various functions, promoting a smart transformation in tourism management and experience [2] Group 3 - To enhance competitiveness, Yunnan needs to strengthen 5G coverage, build tourism big data centers, and promote digital transformation in business processes [3] - The development of innovative products using VR/AR technology and the introduction of digital courses in universities are essential for talent acquisition [3] - Financial incentives, tax benefits, and improved data security regulations are necessary to shift Yunnan's tourism from resource dependence to innovation-driven growth [3]