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: Tourism Market Overview - The upcoming National Day holiday, combined with the Mid-Autumn Festival, is expected to drive significant tourism activity, with an 8-day holiday period prompting early travel planning [2] - Predictions indicate that from September 29 to October 10, approximately 219 million railway passengers will be transported, with October 1 expected to be the peak travel day [2] - The domestic tourism market is experiencing a surge, with a notable increase in hotel searches by 400% month-on-month and a 40% year-on-year increase compared to the same period last year [4] Group 2: Travel Trends and Preferences - There is a growing trend towards short-distance travel and an increase in the quality of long-distance trips, with a significant rise in search volume for domestic flights exceeding 30% year-on-year [5] - Popular domestic destinations include major cities with rich cultural and natural resources, while lesser-known destinations are also gaining popularity, with some experiencing over 60% growth in flight search volume [5][6] - The demand for red tourism and scenic spots in northern and southern regions is expected to drive local tourism consumption [6] Group 3: Outbound Travel Dynamics - The outbound travel market is rebounding strongly, with search interest nearly doubling compared to last year, particularly among younger travelers seeking diverse destinations [7] - Japan remains the top searched destination, with significant interest in new direct flights to Greece, resulting in a 7-fold increase in search volume [7][8] - The overall price for outbound travel is stable or slightly decreasing, with specific markets like Japan seeing a 15% drop due to favorable exchange rates [8] Group 4: Market Sentiment and Stock Performance - On September 18, tourism and hotel stocks saw a rise, with companies like Qujiang Cultural Tourism and Yunnan Tourism experiencing significant gains [3][9] - Analysts suggest that the recovery of average spending per customer during the holiday could positively influence market sentiment [10] Group 5: Government Initiatives and Consumer Incentives - The government has introduced measures to expand service consumption, including a three-year action plan for cultural and tourism consumption, which includes issuing consumption vouchers and promoting various cultural events [10][11] - Local governments are expected to enhance tourism experiences through subsidies and promotional activities, which are anticipated to stimulate market growth and consumer spending [11]

Group 1 - The tourism and hotel sector experienced a partial rally, with Qujiang Cultural Tourism hitting the daily limit up [1] - Yunnan Tourism previously reached the daily limit up, indicating strong market interest [1] - Other companies such as Xiyu Tourism, Xi'an Tourism, and Tongqinglou also saw increases in their stock prices [1]

云南旅游盘中涨停，已连收3个涨停板，截至9:25，该股报7.35元，换手率0.40%，成交量396.66万股， 成交金额2915.45万元，涨停板封单金额为4.04亿元。连续涨停期间，该股累计上涨33.15%，累计换手 率为25.70%。最新A股总市值达74.41亿元，A股流通市值72.25亿元。 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.09.18 | 10.05 | 12.17 | -555.08 | | 2025.09.17 | 9.96 | 13.12 | 13635.95 | | 2025.09.16 | 2.22 | 5.54 | 1935.50 | | 2025.09.15 | 0.56 | 2.28 | 235.21 | | 2025.09.12 | 0.37 | 3.13 | -333.75 | | 2025.09.11 | -0.37 | 2.30 | 376.20 | | 2025.09.10 | 1.51 | 2.90 | -785.28 | | 2025.09.09 ...

证券日报网讯 9月18日晚间，云南旅游发布公告称，公司股票交易价格连续两个交易日内（2025年9月 17日、2025年9月18日）收盘价格涨幅偏离值累计超过20%，属于股票异常波动。公司前期披露的信息 不存在需要补充、更正之处。公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较大 影响的未公开重大信息。 （编辑 姚尧） ...

Core Viewpoint - Yunnan Tourism (002059.SZ) has experienced significant stock price fluctuations, with a cumulative closing price deviation exceeding 20% over two consecutive trading days, indicating abnormal stock volatility [1] Group 1: Stock Performance - The company's stock price closed with a cumulative deviation of over 20% on September 17 and 18, 2025, which is classified as abnormal stock fluctuation according to Shenzhen Stock Exchange regulations [1] Group 2: Strategic Cooperation - The company's wholly-owned subsidiary, Shenzhen Overseas Chinese Town Cultural Tourism Technology Group Co., Ltd., has signed a strategic cooperation agreement with Zhejiang Humanoid Robot Innovation Center Co., Ltd. [1] - The cooperation focuses on three main areas: 1. Establishing a joint innovation laboratory and R&D team to tackle key technological challenges in cultural tourism robotics, including high dynamic full-body coordinated control and multimodal spatial intelligent perception [1] 2. Promoting the application of robotic products in cultural tourism scenarios, particularly developing robotic dinosaurs and interactive NPC robots for theme parks and scenic spots, as well as retail service robots to enhance visitor experiences [1] 3. Creating a talent exchange and joint training mechanism to cultivate professionals in the field of cultural tourism robotics, injecting new momentum into industry development [1] - The cooperation is currently in its early stages, and there is uncertainty regarding the successful implementation of future initiatives [1]

近期，公司全资子公司深圳华侨城文化旅游科技集团有限公司与浙江人形机器人创新中心有限公司签署 战略合作协议，双方将围绕三大方向深化合作：一是共建联合创新实验室，组建联合研发团队，聚焦文 旅场景机器人核心技术研发，攻克高动态全身协同控制、多模态空间智能感知、情境化拟人交互等关键 技术难题;二是推动机器人产品在文旅场景的落地应用，重点开发适用于主题公园、景区的机器恐龙、 互动NPC机器人，以及提升游客体验的零售服务机器人，并推动研发成果在文旅行业落地;三是建立人 才交流与联合培养机制，共同培育文旅机器人领域专业人才，为行业发展注入新动能。目前，该合作尚 处于前期阶段，后期能否顺利落地推进存在不确定性。 智通财经APP讯，云南旅游(002059.SZ)发布公告，公司股票交易价格连续两个交易日内(2025年9月17 日、2025年9月18日)收盘价格涨幅偏离值累计超过20%，根据《深圳证券交易所交易规则》的有关规 定，属于股票异常波动的情况。 ...

人民财讯9月18日电，云南旅游（002059）9月18日发布股票交易异常波动的公告，近期，公司全资子公 司深圳华侨城文化旅游科技集团有限公司与浙江人形机器人创新中心有限公司签署战略合作协议，双方 将围绕三大方向深化合作：一是共建联合创新实验室，组建联合研发团队，聚焦文旅场景机器人核心技 术研发，攻克高动态全身协同控制、多模态空间智能感知、情境化拟人交互等关键技术难题；二是推动 机器人产品在文旅场景的落地应用，重点开发适用于主题公园、景区的机器恐龙、互动NPC机器人，以 及提升游客体验的零售服务机器人，并推动研发成果在文旅行业落地；三是建立人才交流与联合培养机 制，共同培育文旅机器人领域专业人才，为行业发展注入新动能。目前，该合作尚处于前期阶段，后期 能否顺利落地推进存在不确定性，请广大投资者注意投资风险。 ...