截至11月20日，云南旅游股东户数6.89万，较上期增加0.54%；人均流通股14272股，较上期减少 0.54%。2025年1月-9月，云南旅游实现营业收入1.85亿元，同比减少58.72%；归母净利润-1.32亿元，同 比减少196.83%。 分红方面，云南旅游A股上市后累计派现2.12亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，云南旅游十大流通股东中，富国中证旅游主题ETF（159766）位 居第六大流通股东，持股1018.15万股，相比上期增加365.00万股。 今年以来云南旅游已经5次登上龙虎榜，最近一次登上龙虎榜为9月25日。 资料显示，云南旅游股份有限公司位于云南省昆明市盘龙区世博生态城低碳中心B栋1单元16层,17层， 成立日期2000年12月29日，上市日期2006年8月10日，公司主营业务涉及旅游景区运营、旅游地产开 发、旅游交通、园林园艺、会议酒店、旅行社及旅游文化;旅游园区策划设计、高科技游乐设备研发生 产、工程代建等业务。主营业务收入构成为：交通运输41.26%，景区经营39.10%，旅游文化科技 19.54%，旅行社0.10%。 云南旅游所属申万行业 ...

证券日报网讯 云南旅游（002059）11月25日在互动平台回答投资者提问时表示，2025年11月20日公司 股东户数为68877户。 ...

证券研究报告 | 2025年11月24日 社会服务行业双周报（第 119 期） 优于大市 三亚发放新一轮免税消费券，2026 届预计新增 48 万普通高校毕业生 板块复盘：消费者服务板块报告期内下跌 2.03%，跑赢大盘 2.78pct。报告 期内（2025 年 11 月 10 日-11 月 23 日），国信社服板块涨幅居前的股票为 百胜中国（9.53%）、科德教育（9.20%）、锦江酒店（8.99%）、华住集团 -S（8.69%）、云南旅游（6.96%）、君亭酒店、首旅酒店、米奥会展、兰生 股份、长白山。国信社服板块跌幅居前的股票为呷哺呷哺（-20.20%）、中 国东方教育（-13.28%）、全聚德（-11.93%）、新高教集团（-11.67%）岭 南控股（-11.26%）、学大教育、澳博控股、豆神教育、海伦司、东方甄选。 行业与公司动态：三亚启动第六期免税消费券发放，通过 CDF 三亚国际免税 城、三亚海旅免税城等四家主要免税店的微信小程序发放；2026 届全国普 通高校毕业生规模预计达 1270 万人，同比增长 48 万人，教育部已部署开展 促就业行动；外交部提醒中国公民近期避免前往日本旅游，或冬季出境 ...

证券之星消息，11月24日旅游及景区板块较上一交易日上涨1.32%，天府文旅领涨。当日上证指数报收 于3836.77，上涨0.05%。深证成指报收于12585.08，上涨0.37%。旅游及景区板块个股涨跌见下表： 从资金流向上来看，当日旅游及景区板块主力资金净流出4004.92万元，游资资金净流出6532.87万元，散 户资金净流入1.05亿元。旅游及景区板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000558 天府文旅 | | -3040.68万 | 6.56% | -950.48万 | -2.05% | -2090.20万 | -4.51% | | 002707 众信旅游 | | 1333.70万 | 8.77% | -1035.25万 | -6.81% | -298.45万 | -1.96% | | 600593 大连圣亚 | | 1193.48万 | 2.23% | -1138. ...

Market Overview - The tourism and scenic spots sector experienced a decline of 3.08% on November 21, with Dalian Shengya leading the drop [1] - The Shanghai Composite Index closed at 3834.89, down 2.45%, while the Shenzhen Component Index closed at 12538.07, down 3.41% [1] Stock Performance - Dalian Shengya saw a significant drop of 10.00%, closing at 47.34, with a trading volume of 147,500 shares and a transaction value of 714 million [2] - Other notable declines included Tianfu Culture Tourism (-4.18%), Changzi Mountain (-4.08%), and Qujiang Culture Tourism (-3.93%) [2] Capital Flow - The tourism and scenic spots sector experienced a net outflow of 486 million from main funds, while retail investors saw a net inflow of 461 million [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors increased their positions [2] Individual Stock Capital Flow - Yunnan Tourism had a main fund net inflow of 10.99 million, while it faced a retail net outflow of 32.27 million [3] - Huangshan Tourism and Sanxia Tourism experienced significant net outflows from main funds, at 10.61 million and 11.62 million respectively, while both saw positive retail inflows [3]

Group 1 - Yunnan Tourism's stock price increased by 2.05% to 5.96 CNY per share, with a trading volume of 375 million CNY and a turnover rate of 6.50%, resulting in a total market capitalization of 6.034 billion CNY [1] - The company has seen a year-to-date stock price increase of 10.58%, with recent gains of 3.65% over the last five trading days, 7.78% over the last twenty days, and 14.40% over the last sixty days [1] - Yunnan Tourism has appeared on the "Dragon and Tiger List" five times this year, with the most recent appearance on September 25 [1] Group 2 - The company operates in the social services sector, specifically in tourism and scenic areas, and is involved in online tourism, tourism hotels, low-cost travel, small-cap stocks, and state-owned enterprise reforms [2] - As of November 10, the number of shareholders increased to 68,500, a rise of 8.47%, while the average circulating shares per person decreased by 7.81% to 14,350 shares [2] - For the period from January to September 2025, Yunnan Tourism reported a revenue of 185 million CNY, a year-on-year decrease of 58.72%, and a net profit attributable to the parent company of -132 million CNY, a decline of 196.83% [2] Group 3 - Since its A-share listing, Yunnan Tourism has distributed a total of 212 million CNY in dividends, with no dividends paid in the last three years [3] - As of September 30, 2025, the sixth largest circulating shareholder is the Fortune China Securities Tourism Theme ETF, holding 10.1815 million shares, an increase of 3.65 million shares from the previous period [3]

Core Viewpoint - The tourism and scenic spots sector experienced a decline of 2.02% on November 20, with Dalian Shengya leading the drop. The Shanghai Composite Index closed at 3931.05, down 0.4%, while the Shenzhen Component Index closed at 12980.82, down 0.76% [1]. Group 1: Market Performance - The tourism and scenic spots sector saw a net outflow of 417 million yuan from main funds, while retail investors contributed a net inflow of 396 million yuan [2][3]. - Dalian Shengya's stock price fell by 6.57% to 52.60 yuan, with a trading volume of 179,500 shares and a transaction value of 1.006 billion yuan [2]. - Other notable declines included Yunnan Tourism, which dropped 6.41% to 5.84 yuan, and Tianfu Cultural Tourism, which fell 3.85% to 5.50 yuan [2]. Group 2: Individual Stock Performance - Kaiser Rotation (000796) rose by 3.07% to 7.39 yuan, with a trading volume of 1.4841 million shares and a transaction value of 1.079 billion yuan [1]. - The stock of Xiangyuan Cultural Tourism (600576) decreased by 0.80% to 7.48 yuan, with a trading volume of 239,200 shares and a transaction value of 178 million yuan [1]. - The stock of Huangshan Tourism (600054) fell by 1.05% to 11.36 yuan, with a trading volume of 38,200 shares and a transaction value of 43.56 million yuan [1].

Group 1 - The tourism sector experienced a collective decline on November 20, with several companies showing significant drops in stock prices [1] - Yingxin Development fell over 8%, while Nanjing Commercial Travel and Yunnan Tourism dropped by 7% and 6% respectively [1] - Other companies such as Sanfu Outdoor, Tianfu Cultural Tourism, and others also saw declines exceeding 2% [1]

Core Insights - The A-share market saw a collective decline in tourism stocks, with notable drops in companies such as Yingxin Development, Nanjing Business Travel, and Yunnan Tourism [1] Group 1: Stock Performance - Yingxin Development experienced a decline of 8.06%, with a total market value of 19.4 billion [2] - Nanjing Business Travel fell by 7.02%, with a market capitalization of 3.249 billion [2] - Yunnan Tourism decreased by 6.09%, with a market value of 5.933 billion [2] - Sanfu Outdoor dropped over 4.26%, with a market capitalization of 2.375 billion [2] - Other companies such as Tianfu Cultural Tourism, Sanxia Tourism, Qujiang Cultural Tourism, and Xiyu Tourism also saw declines exceeding 2% [1][2] Group 2: Year-to-Date Performance - Despite the recent declines, Yingxin Development has a year-to-date increase of 51.14% [2] - Nanjing Business Travel has risen by 13.57% year-to-date [2] - Tianfu Cultural Tourism shows a significant year-to-date increase of 62.76% [2] - Xizang Tourism has a year-to-date increase of 60.35% [2]

Group 1 - The tourism sector experienced a sharp decline in early trading, with companies such as Yunnan Tourism and Nanjing Commercial Travel dropping nearly 5% [1] - Other companies in the sector, including Tianfu Cultural Tourism, Jinling Hotel, and Xiangyuan Cultural Tourism, also saw declines following the initial drop [1]