云南旅游（002059）公告，公司董事李坚计划自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不超过979.63万股，占公司总股本的0.9676%。李坚持有公司3918.5万股，占公 司总股本的3.87%。此次减持原因为个人资金需求，减持股份来源为公司2019年重大资产重组时非公开 发行股份购买资产获取的股份。李坚先生将根据市场情况、公司股价等具体情形决定是否实施减持计 划，存在减持时间、减持价格的不确定性。 ...

Group 1 - The tourism industry in China is undergoing a critical transformation, with listed companies accelerating capital operations to optimize resources and innovate business development [1][3] - Anhui Jiuhua Mountain Tourism Development Co., Ltd. plans to raise up to 500 million yuan for various projects, including the upgrade of the Jiuhua Mountain Scenic Area's transportation and hotel facilities [1] - Yunnan Tourism Co., Ltd. intends to raise up to 191 million yuan for the construction of the Chuzhou Overseas Chinese Town Cultural Tourism Equipment Industrial Park and other infrastructure projects [1][3] Group 2 - Changbai Mountain plans to raise up to 236 million yuan for the investment in the second phase of the Changbai Mountain Volcano Hot Spring Resort and transportation equipment enhancement projects [2] - The fundraising efforts of tourism companies are focused on high-end development and consumer demand, with projects aimed at enhancing product quality and core competitiveness [3] - The implementation of the Jiuhua Mountain Scenic Area's new cable car project is expected to increase visitor capacity and improve service experience, contributing to a 19.6% year-on-year increase in tourist numbers in the first quarter [3]

Group 1: Financial Performance - The company has experienced significant reduction in losses for the fiscal year 2024 compared to 2023, with total profit, net profit, and net profit attributable to shareholders showing marked improvement [6]. - The company is currently implementing a financing plan approved by the board, aimed at enhancing its financial stability and operational efficiency [2]. Group 2: Strategic Development - The company is actively formulating its "14th Five-Year" plan, focusing on integrating technology with cultural tourism to create a new tourism consumption model [3][4]. - The company aims to enhance its market competitiveness and operational capabilities through a systematic approach to product and service architecture, leveraging technological advancements [4][6]. Group 3: Future Outlook - The company is committed to a vision of "technology-enhanced cultural tourism and service consumption," with plans to closely monitor industry changes and improve its market position [5][6]. - The company is not currently planning to invest in or jointly operate with the Anning Hot Spring area, indicating a focus on existing projects [5]. Group 4: Management and Governance - As a state-owned enterprise, the company is establishing robust management systems to enhance its governance and value creation capabilities [4]. - The company is focused on optimizing its industry structure and adjusting its business direction in response to market opportunities and strategic goals [4].

内容概况：当前，中国文化旅游综合体行业正步入转型升级阶段，成为推动内需增长、促进产业升级的 重要引擎。2024年，中国文化旅游综合体行业市场规模为2.59亿元，同比增长16.11%。目前，行业呈 现"文旅+科技""文旅+商业""文旅+体育"等跨界融合趋势。如长安十二时辰主题街区通过AR技术复原唐 代市井，日均客流量破万；北京环球影城以"电影IP+主题乐园"模式，拉动周边商业租金快速上涨。此 类创新项目使游客停留时间延长，二次消费不断增长，显著提升综合收益。 相关上市企业：曲江文旅（600706）、新华联（000620）、桂林旅游（000978）、中国国旅 （601888）、宋城演艺（300144）、云南旅游（002059）、丽江股份（002033）、中青旅（600138）、 黄山旅游（600054）、峨眉山A（000888）、西藏旅游（600749） 相关企业：中国城市规划设计研究院、中国建筑股份有限公司、中国中铁股份有限公司、中国铁建股份 有限公司、华为技术有限公司、腾讯科技（深圳）有限公司、阿里巴巴集团控股有限公司、万达控股集 团有限公司、华侨城集团有限公司、华强方特文化科技集团股份有限公司、广东长隆集团 ...

证券代码：002059 证券简称：云南旅游 公告编号：2025-033 云南旅游股份有限公司关于参加 云南辖区上市公司2024年度投资者网上集体接待日活动 暨召开2024年度网上业绩说明会的公告 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。 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （https://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演APP，参 与本次互动交流，活动时间为2025年5月16日（周五）16:00-17:00。届时公司董事 长、高管和独立董事将在线就公司2024年度业绩、公司治理、发展战略、经营状况、 融资计划、股权激励和可持续发展等投资者关心的问题，与投资者进行沟通与交流， 欢迎广大投资者踊跃参与！ 为充分尊重投资者、提升交流的针对性，现就公司2024年度业绩说明会提前向 投资者公开征集问题，广泛听取投资者的意见和建议。投资者可于2025年5月15日（星 期四）17:00 前将相关问题发送至公司投资者关系邮箱（ynly002059@126.com）， 公司将在2024年度业绩说明会上，对投资者普 ...

一、会议召开情况 证券代码：002059 证券简称：云南旅游 公告编号：2025-032 云南旅游股份有限公司 第八届董事会第二十五次会议决议公告 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。 公司第八届董事会第二十五次会议决议。 特此公告。 云南旅游股份有限公司董事会 2025年5月8日 云南旅游股份有限公司（以下简称"公司"）第八届董事会第二十五次会议于2025 年4月29日以传真、电子邮件的方式发出通知，于2025年5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。 二、会议决议情况 审议通过《关于公司与经理层成员签订<聘任协议>与<2025年度经营业绩责任书> 的议案》 表决结果：9票赞成、0票反对、0票弃权。 三、备查文件 ...

Core Insights - Yunnan Province is undergoing a deep transformation in tourism consumption driven by innovation and cross-industry integration, with a total of 1.9 billion visitors and a tourism expenditure of 326.18 billion yuan in Q1 2025, marking a strong start for cultural tourism consumption [1] - The provincial government has issued measures to enhance tourism consumption, focusing on brand development, consumption activation, and service upgrades to convert tourism "flow" into consumption "increment" [1] Group 1: New Consumption Models - "Travel and Residence" has emerged as a new model, with 2.2881 million residents participating in this trend from January to March 2025, reflecting a 56.9% year-on-year increase [2] - The Yunnan Provincial Department of Culture and Tourism is developing a "Travel and Residence" plan, focusing on eight key areas including rural, vacation, and wellness tourism [2] - New residents, referred to as "New Villagers," are integrating personal values with local development, contributing to local economies through initiatives like the Flower God Intangible Cultural Heritage Workshop [2][3] Group 2: Sports Tourism - Yunnan is leveraging its natural resources to create immersive experiences for sports enthusiasts, promoting "Sports + Tourism" and "Technology + Tourism" as innovative business models [4] - The province has hosted various sports events, including the Nine High Plateau Lakes Water Sports League, enhancing the tourism experience by connecting events with local attractions [4][5] - In 2024, over 2,000 sports events are planned, with participation exceeding 2 million, expected to drive nearly 100 billion yuan in cultural tourism consumption [5] Group 3: Senior Tourism - The "Silver Travel" initiative features specially designed trains and services for elderly travelers, enhancing their travel experience through comfort and accessibility [6] - The initiative includes cultural and wellness tourism, creating a strong economic impact on local dining and accommodation sectors [6] - Yunnan is focusing on the "Silver Economy," offering personalized travel experiences that cater to the quality demands of older travelers [6] Group 4: Cross-Border and Integrated Travel - Yunnan is developing cross-border tourism trains and integrated travel services, providing a one-stop solution for travelers [7] - The province aims to enhance the tourism experience through innovative models and sustainable development, ensuring a high-quality transformation of the tourism industry [7]

同花顺（300033）数据显示，截至4月29日，有22家旅游及景区上市公司发布了2024年年报。其中，8家 公司出现亏损。从净利润变动情况看，10家公司同比有所上涨，其他公司则有不同程度的下滑。 综合上述公司的年报信息来看，传统旅游业务面临转型升级、新项目发展不及预期等，是部分企业去年 业绩欠佳的原因。 具体来看，云南旅游（002059）股份有限公司的年报显示，公司传统旅游业务受客单消费下降影响，旅 游文化科技板块新项目拓展不及预期，收入较同期有所下降；公司报告期内对部分存在减值迹象资产进 行评估，计提资产减值，资产减值损失较同期增加；报告期内参股企业项目确认投资收益较上年同期减 亏。 桂林旅游（000978）股份有限公司(以下简称"桂林旅游")的年报显示，随着旅游需求的不断增长，旅游 市场有望继续保持稳健发展态势。国际旅游方面，随着中国免签政策的不断放宽，入境旅游市场将迎来 良好的发展态势。 4月29日，桂林旅游召开业绩说明会，董事长陈靖在回答《证券日报》记者提问时表示，公司注重文旅 融合，深挖文化底蕴，打磨核心产品，完善基础设施，提升服务质量，创新旅游体验，吸引更多的境外 游客到桂林的景区、景点观光、旅游 ...

前十大流通股东累计持有： 67291.04万股，累计占流通股比： 66.46%，较上期变化： 1908.79万股。 | 名称 持有数量(万股) | | 占总股本比例 | 增减情况(万 | | --- | --- | --- | --- | | | | (%) | 股) | | 云南世博旅游控股集团有限公司 | 36188.40 | 35.74 | 不变 | | 华侨城集团有限公司 | 18367.97 | 18.14 | 不变 | | 云南合和(集团)股份有限公司 | 3797.99 | 3.75 | 不变 | | 文红光 | 2385.00 | 2.36 | 新进 | | 云南世博广告有限公司 | 1579.82 | 1.56 | 不变 | | 严志平 | 1569.18 | 1.55 | 不变 | | 潘新玉 | 1330.10 | 1.31 | 不变 | | 李坚 | 979.63 | 0.97 | 新进 | | 富国中证旅游主题ETF | 618.95 | 0.61 | 186.36 | | 上海博观投资管理有限公司-上海博观投资臻选十期私募 | | | | | 证券投资基金 | 474.00 | 0 ...

Financial Performance - The company's operating revenue for Q1 2025 was ¥47,422,230.16, a decrease of 62.30% compared to ¥125,789,314.61 in the same period last year[5] - The net profit attributable to shareholders was -¥48,025,234.28, representing a decline of 51.60% from -¥31,678,097.56 year-on-year[5] - The weighted average return on net assets was -3.44%, down from -2.25% in the previous year[5] - Net loss attributable to the parent company was ¥48,025,234.28, compared to a loss of ¥31,678,097.56 in the previous period, representing a 51.7% increase in losses[22] - The company reported a basic and diluted earnings per share of -0.0474, compared to -0.0313 in the previous period, indicating a worsening financial performance[22] Cash Flow - The net cash flow from operating activities improved by 80.65%, reaching -¥20,387,990.62 compared to -¥105,382,183.83 in the previous year[5] - Cash inflow from operating activities totaled ¥129,860,077.54, slightly up from ¥128,061,295.72 in the previous period[23] - The company's cash and cash equivalents saw a significant change, with a notable increase in cash flow from operating activities[23] - Total cash outflow from operating activities amounted to $150,248,068.16, down from $233,443,479.55 year-over-year[24] - Cash inflow from financing activities was $85,398,400.00, with a net cash flow of $53,924,076.17, a significant increase from -$10,801,431.20 in the prior period[24] Assets and Liabilities - Total assets at the end of the reporting period were ¥3,216,591,176.55, a decrease of 1.28% from ¥3,258,159,949.15 at the end of the previous year[5] - The company's total current assets decreased from CNY 634,868,441.81 to CNY 580,923,123.43, representing a decline of approximately 8.5%[18] - Total liabilities decreased to ¥1,763,941,496.70 from ¥1,776,413,859.69, a reduction of 0.7%[20] - Non-current liabilities increased to ¥532,450,610.53 from ¥478,293,818.33, an increase of 11.3%[20] Research and Development - The company's R&D expenses decreased by 52.67% to ¥4,788,776.39 from ¥10,118,884.89 in the same period last year[10] - Research and development expenses were ¥4,788,776.39, down 52.7% from ¥10,118,884.89 in the previous period[21] Shareholder Information - The total number of ordinary shareholders at the end of the reporting period was 53,991[12] - The largest shareholder, Yunnan Expo Tourism Holding Group Co., Ltd., holds 35.74% of the shares[12] Litigation and Claims - The company is involved in ongoing litigation with a claim amounting to CNY 165,995,982.01 related to a construction contract dispute[15] - Another arbitration case involves a claim of CNY 151,415,427.36 against a partner for unpaid progress payments[16] - The company has a significant project with a total contract value of CNY 152,419,495.90, currently under litigation[14] Inventory and Receivables - The company’s inventory increased from CNY 36,720,454.68 to CNY 40,482,595.57, an increase of approximately 10.3%[18] - The company’s other receivables increased from CNY 16,573,671.26 to CNY 24,282,711.29, reflecting an increase of about 46.5%[18] - Accounts receivable decreased from CNY 307,983,155.91 to CNY 278,490,297.29, reflecting a decrease of approximately 9.6%[18] Operating Costs - Total operating costs for the current period were ¥92,595,700.57, down 43.6% from ¥164,129,998.71 in the previous period[21] Audit Status - The first quarter report was not audited, which may affect the reliability of the financial data presented[26]