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旅游及景区板块10月27日涨0.57%,大连圣亚领涨,主力资金净流出7751.68万元
Core Insights - The tourism and scenic spots sector increased by 0.57% on October 27, with Dalian Shengya leading the gains [1] - The Shanghai Composite Index closed at 3996.94, up 1.18%, while the Shenzhen Component Index closed at 13489.4, up 1.51% [1] Sector Performance - Dalian Shengya (600593) closed at 49.80, up 6.68% with a trading volume of 172,100 shares and a transaction value of 843 million [1] - Other notable performers include: - Tibet Tourism (600749) at 18.58, up 1.75% [1] - Peijiang Co. (002033) at 8.72, up 1.40% [1] - Lingnan Holdings (000524) at 13.81, up 0.95% [1] - Caesar's Rotating Industry (000796) at 6.14, up 0.82% [1] Capital Flow - The tourism and scenic spots sector experienced a net outflow of 77.52 million from institutional investors, while retail investors saw a net inflow of 187 million [2] - Key individual stock capital flows include: - Dalian Shengya with a net inflow of 65.19 million from institutional investors [3] - Caesar's Rotating Industry with a net inflow of 35.32 million from institutional investors [3] - Jiuhua Tourism (661809) with a net inflow of 8.69 million from institutional investors [3]
比门票还贵,出去玩钱全花在这个项目了
Xin Jing Bao· 2025-10-21 10:22
Core Insights - The article discusses the rising popularity and profitability of cable cars in tourist destinations, highlighting their role as a significant revenue source for various listed companies in the tourism sector [1][3][5]. Industry Overview - The cable car business has become a "cash cow" for many scenic spots, with profit margins reaching up to 80% [1]. - The average ticket prices for cable cars can be quite high, with some prices nearing or exceeding entrance fees, such as the Huashan West Peak cable car priced at 140 yuan per person, close to the 160 yuan entrance fee [1]. - Major listed companies in the A-share market, such as Huangshan Tourism, SanTe Cableway, and Lijiang Co., report significant revenues from their cable car operations, with Huangshan Tourism's cable car revenue reaching 718 million yuan [3][5]. Financial Performance - The cable car business often has higher gross profit margins compared to other segments, with Huangshan's cable car business achieving a gross margin of 87.56% [5]. - For example, the gross margin for Emei Mountain A's cable car business is 83.88%, while other segments like hotel services have much lower margins [5]. - The revenue from cable cars constitutes a substantial portion of total revenues for companies, with SanTe Cableway's cable car revenue accounting for 79.6% of its total income [3][5]. Market Dynamics - The cable car market is characterized by relatively few competitors, leading to better profit margins due to its monopolistic nature [6]. - The increasing number of cable cars in China, nearly 900, reflects their growing importance in enhancing tourist experiences [6]. - The demand for cable cars is driven by the need for convenience and the immersive experience they provide, especially among younger tourists [6]. Customer Sentiment - Visitor reviews indicate a generally positive sentiment towards cable cars, with convenience and scenic views being highlighted as key benefits [13][15]. - However, there are notable negative sentiments regarding high prices and operational inefficiencies, particularly during peak seasons, leading to long wait times and customer dissatisfaction [17][18][19].
三特索道:千岛湖牧心谷项目建设正在推进中
Zheng Quan Ri Bao Wang· 2025-10-10 11:12
证券日报网讯三特索道(002159)10月10日在互动平台回答投资者提问时表示,公司千岛湖牧心谷项目 建设正在推进中,开业时间暂未公告。 ...
三特索道:高管薪酬发放程序符合国资及上市公司监管政策
Zheng Quan Ri Bao· 2025-10-10 11:12
证券日报网讯三特索道10月10日在互动平台回答投资者提问时表示,公司高管薪酬发放程序符合国资及 上市公司监管政策,相关差异由任职时间等多重因素导致;债权对应的抵质押物不仅有上市公司股票, 无法明确对应债权本金。 (文章来源:证券日报) ...
旅游及景区板块9月30日跌0.9%,三峡旅游领跌,主力资金净流出4.29亿元
Market Overview - The tourism and scenic spots sector experienced a decline of 0.9% on September 30, with Sanxia Tourism leading the drop [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Stock Performance - Notable stock performances include: - Caesar Travel (000796) closed at 6.34, up 1.77% with a trading volume of 947,200 shares and a turnover of 599 million yuan [1] - Lingnan Holdings (000524) closed at 13.82, up 0.58% with a trading volume of 156,800 shares and a turnover of 216 million yuan [1] - Sanxia Tourism (002627) closed at 6.01, down 3.22% with a trading volume of 321,300 shares and a turnover of 195 million yuan [2] Capital Flow - The tourism and scenic spots sector saw a net outflow of 429 million yuan from main funds, while retail investors contributed a net inflow of 372 million yuan [2] - The capital flow for individual stocks indicates: - Caesar Travel had a net inflow of 31.77 million yuan from main funds, but a net outflow of 30.82 million yuan from retail investors [3] - Sanxia Tourism experienced a net outflow of 46.20 million yuan from main funds [3]
三特索道:公司旗下东湖海洋乐园项目暑期已开展机器人巡游表演活动
证券日报网讯 三特索道9月25日在互动平台回答投资者提问时表示,公司旗下东湖海洋乐园项目暑期已 开展机器人巡游表演活动,主要是机器人与机器狗扮演潮玩机甲角色,于园区主干道进行咏春拳、手势 舞等动态表演展示。 (编辑 袁冠琳) ...
三特索道:公司会在定期报告中披露相应时点的股东人数
Zheng Quan Ri Bao Wang· 2025-09-25 11:11
Group 1 - The company, Santer Cableway (002159), stated on September 25 that it will disclose the number of shareholders at specific reporting times in its periodic reports [1]
三特索道:上市公司市值受到多重因素影响
(编辑 袁冠琳) 证券日报网讯 三特索道9月25日在互动平台回答投资者提问时表示,上市公司市值受到多重因素影响, 公司回归国资以来经营业绩多项指标屡创新高,整体面貌呈现质的飞跃。为维护公司控制权稳定,促进 公司高质量发展,公司控股股东高科集团今年已陆续增持合计483万股,彰显国资看好公司长期价值。 ...
毛利率近80%,景区这个生意,比门票赚钱
3 6 Ke· 2025-09-25 10:19
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].
三特索道(002159.SZ):旗下东湖海洋乐园项目暑期已开展机器人巡游表演活动
Ge Long Hui· 2025-09-25 07:22
格隆汇9月25日丨三特索道(002159.SZ)在投资者互动平台表示,公司旗下东湖海洋乐园项目暑期已开展 机器人巡游表演活动,主要是机器人与机器狗扮演潮玩机甲角色,于园区主干道进行咏春拳、手势舞等 动态表演展示。 ...