Workflow
SXLY(002627)
icon
Search documents
三峡旅游(002627) - 002627三峡旅游投资者关系管理信息20250912
2025-09-12 01:32
Market Environment - The inter-provincial cruise market on the Yangtze River is currently in a phase of recovery and transformation, characterized by "demand recovery, structural optimization, intensified competition, and accelerated innovation" [2] - As of the end of 2024, there are 12 inter-provincial cruise companies in the Yangtze River Three Gorges area, with 47 vessels averaging 15.27 years in age and a total capacity of 19,453 passengers [2] Revenue and Profit Expectations - According to the feasibility study, the operation of 4 new inter-provincial cruise vessels is expected to generate an annual revenue of CNY 395 million and a net profit of CNY 100 million in the year of full operation [4] - The project has a post-tax dynamic investment payback period of 11.90 years and a post-tax internal rate of return of 10.11%, indicating good investment returns [4] Competitive Advantages - The company plans to operate 4 inter-provincial cruise vessels, with the first two expected to launch in June and December 2026, and the second batch in June 2028 [5] - The company has over 20 years of experience in water transport and tourism services, providing a strong operational management advantage [5] - A well-structured tourism port network supports the company’s operations, with the Three Gorges Cruise Center as the main hub [5] - The company has developed a comprehensive service system for inter-provincial cruises, enhancing operational efficiency [5] - The company has a professional marketing team and a mature marketing system that combines remote, local, and online marketing strategies [6][7] Pricing Strategy - The company has the autonomy to set prices for its cruise products, with adjustments made based on service quality, cost changes, and partnerships with distributors [8] - The focus is on developing a diverse product range to enhance value rather than frequent price increases [8] Dividend Policy - The company has consistently returned profits to investors, with a cash dividend of CNY 68.94 million in 2024, representing 58.63% of the net profit [9] - The cash distribution ratio has been increased from 10% to 30% of distributable profits, with a commitment to distribute at least 50% of the average annual distributable profits over the last three years [9] Strategic Goals - The company aims to become a leader in the Yangtze River Three Gorges tourism sector and a pioneer in China's inland cruise tourism [10] - Strategies include leveraging the parent company's resources for mergers and partnerships, and expanding the cruise industry through self-built and external growth initiatives [10]
文旅公司游轮业绩飘红,谁能成为中国“银发游轮第一股”?|透视2025半年报
Cai Jing Wang· 2025-09-11 12:55
Core Insights - The "silver-haired cruise" market is gaining popularity, with a significant increase in cruise product bookings, particularly for overseas long-haul cruises, which surged by 120% year-on-year during the summer season [2][3] - The silver-haired demographic is a crucial customer base for cruise products, as companies like Three Gorges Tourism are tailoring their services to meet the needs of this group [2][11] - Three Gorges Tourism reported a revenue of 367 million yuan and a net profit of 64 million yuan in the first half of 2025, reflecting a year-on-year growth of 7.47% and 17.74% respectively [2][5] Company Performance - Three Gorges Tourism's cruise services generated 101 million yuan in revenue, marking a 19.59% increase year-on-year [2][5] - The subsidiary, Yichang Jiangyun Yangtze River Cruise Co., achieved a revenue of 105 million yuan, up 20.04%, and a net profit of 21 million yuan, up 34.67% in the same period [6] - The company is expanding its cruise offerings and plans to develop inter-provincial cruise tourism, aiming to become a leader in China's inland cruise tourism [2][5] Market Trends - The demand for high-quality cruise experiences is rising, with a shift from sightseeing to leisure and vacation tourism [7][10] - The market for silver-haired tourists is expanding, driven by an increase in this demographic and improvements in the industry supply chain [3][14] - Companies are focusing on enhancing service quality and product offerings to cater to the evolving needs of the silver-haired population [8][11] Industry Developments - The Long River Three Gorges is identified as a key area for the development of inland river cruises, benefiting from favorable conditions such as the completion of the Three Gorges Project [4][14] - The cruise market is seeing a growing interest in themed cabins and customized services, indicating a trend towards more personalized travel experiences [7][10] - The overall cruise tourism market in China is expected to grow, with a focus on high-end vacation experiences and the integration of health management services [3][10]
三峡旅游(002627) - 2025年第一次临时股东大会决议公告
2025-09-10 11:15
证券代码:002627 证券简称:三峡旅游 公告编号:2025-047 特别提示: ●本次股东大会未出现否决提案的情形; ●本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开和出席情况 湖北三峡旅游集团股份有限公司 2025 年第一次临时股东大会决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确、 完整,没有虚假记载、误导性陈述或重大遗漏。 1. 会议时间: 现场会议时间:2025 年 9 月 10 日 14:30 网络投票时间:2025 年 9 月 10 日 其中,通过深圳证券交易所交易系统进行网络投票的时间为2025 年 9 月 10 日 9:15-9:25,9:30-11:30 及 13:00-15:00;通过深圳证券交 易所互联网投票系统投票的时间为 2025 年 9 月 10 日 9:15 至 15:00 期间的任意时间。 2. 会议地点:湖北省宜昌市港窑路 5 号公司会议室。 3. 会议召开方式:本次股东大会采用现场表决与网络投票相结 合的方式召开。 4. 会议召集人:公司董事会(第六届董事会第二十次会议决议 1 根据深圳证券信息有限公司网络投票小组提供的数据,通过网络 投票 ...
三峡旅游(002627) - 湖北民基律师事务所关于湖北三峡旅游集团股份有限公司2025年第一次临时股东大会的法律意见书
2025-09-10 11:15
湖北民基律师事务所 关于湖北三峡旅游集团股份有限公司 2025 年第一次临时股东大会的 法律意见书 中国湖北省宜昌市西陵区西陵一路 7-1 号勤业商务大厦 9 楼 10 楼 12 楼 电话:(86 717)6754 269;邮箱:minji@minjilaw.com 湖北民基律师事务所 关于湖北三峡旅游集团股份有限公司 2025 年第一次临时股东大会的 法律意见书 致:湖北三峡旅游集团股份有限公司 湖北民基律师事务所(以下简称"本所")受湖北三峡旅游集团 股份有限公司(以下简称"三峡旅游")委托,指派本所律师参加三 峡旅游2025年第一次临时股东大会(以下简称"本次股东大会"), 并就本次股东大会的合法性进行见证,出具本法律意见书。 本法律意见书根据《中华人民共和国公司法》(以下简称"《公司 法》")等法律、法规、规范性文件以及《湖北三峡旅游集团股份有限 公司章程》(以下简称"《公司章程》")的有关规定而出具。 为出具本法律意见书,本所及经办律师依据《律师事务所从事证 券法律业务管理办法》和《律师事务所证券法律业务执业规则(试行)》 等规定,严格履行了法定职责,遵循了勤勉尽责和诚实信用原则,对 本次股东大会所 ...
铁路公路板块9月3日跌1.01%,申通地铁领跌,主力资金净流出2.75亿元
Market Overview - On September 3, the railway and highway sector declined by 1.01%, with Shentong Metro leading the drop [1] - The Shanghai Composite Index closed at 3813.56, down 1.16%, while the Shenzhen Component Index closed at 12472.0, down 0.65% [1] Individual Stock Performance - Shentong Metro (600834) closed at 8.71, down 4.18% with a trading volume of 95,000 shares and a transaction value of 84.02 million yuan [2] - Other notable declines include: - Jinjiang Online (600650) down 3.80% to 15.70 - Sanxia Tourism (002627) down 3.57% to 6.49 - Jiangxi Changyuan (600561) down 3.45% to 6.72 [2] Capital Flow Analysis - The railway and highway sector experienced a net outflow of 275 million yuan from institutional investors, while retail investors saw a net inflow of 122 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors are entering the market [2] Detailed Capital Flow by Stock - Key stocks with significant capital flow include: - Beijing-Shanghai High-Speed Railway (601816) saw a net inflow of 37.66 million yuan from institutional investors but a net outflow from retail investors [3] - Sichuan Chengyu (601107) had a net inflow of 8.81 million yuan from institutional investors, while retail investors withdrew funds [3] - Shanxi Expressway (000755) experienced a net inflow of 6.48 million yuan from institutional investors but a significant outflow from retail investors [3]
A股早评:三大指数集体高开,金价屡创新高继续带动黄金股上涨
Ge Long Hui· 2025-09-03 01:36
Market Overview - The A-share market opened with all three major indices rising, with the Shanghai Composite Index up 0.19% at 3865.29 points [1] - The Shenzhen Component Index and the ChiNext Index both opened up 0.37% [1] Sector Performance - Gold concept stocks continued their upward trend, with silver and non-ferrous metals stocks seeing a three-day rise; Western Gold surged over 5% [1] - The international gold price has risen for six consecutive days, reaching a new high [1] - Humanoid robot concepts remained active, with Zhejiang Rongtai and Bojie Co. hitting the daily limit, and Yushutech announcing its listing plan yesterday [1] - The tourism and hotel sector opened higher, with Chongqing Lou rising over 5% and Three Gorges Tourism up over 3% [1] - The beverage manufacturing sector saw an initial surge, with Kuaijishan hitting the daily limit and Guyue Longshan rising over 5% [1]
铁路公路板块9月2日涨0.13%,三峡旅游领涨,主力资金净流出4.56亿元
Market Overview - On September 2, the railway and highway sector rose by 0.13% compared to the previous trading day, with Sanxia Tourism leading the gains [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] Key Performers in Railway and Highway Sector - Sanxia Tourism (002627) closed at 6.73, up 4.83% with a trading volume of 1.0499 million shares and a transaction value of 694 million yuan [1] - Jilin Shangs (601518) closed at 2.82, up 1.44% with a trading volume of 324,000 shares and a transaction value of 90.63 million yuan [1] - Fujian Expressway (600033) closed at 3.53, up 1.15% with a trading volume of 486,100 shares [1] - Beijing-Shanghai High-Speed Railway (601816) closed at 5.31, up 0.95% with a trading volume of 1.968 million shares [1] - Guangdong Expressway A (000429) closed at 11.80, up 0.85% with a trading volume of 96,700 shares [1] Fund Flow Analysis - The railway and highway sector experienced a net outflow of 456 million yuan from main funds, while retail investors saw a net inflow of 374 million yuan [2] - Speculative funds had a net inflow of 81.39 million yuan into the sector [2]
旅游及酒店板块拉升,三峡旅游触及涨停
Xin Lang Cai Jing· 2025-09-01 01:50
Group 1 - The tourism and hotel sector experienced a significant rally, with Sanxia Tourism hitting the daily limit up, and other companies such as Junting Hotel, Jinling Hotel, Huatian Hotel, and Shoulu Hotel also seeing gains [1] - Related ETFs showed notable trading volumes, with the tourism ETF (159766) recording a transaction amount of 81.1689 million yuan, and the tourism ETF (562510) with a transaction amount of 24.8938 million yuan [1]
三峡旅游今日大宗交易折价成交890万股,成交额4992.9万元
Xin Lang Cai Jing· 2025-08-30 16:42
Summary of Key Points Core Viewpoint - On August 29, a large block trade of 8.9 million shares of Three Gorges Tourism was executed at a price of 5.61 yuan, representing a discount of 6.97% compared to the market closing price of 6.03 yuan, with a total transaction value of 49.929 million yuan, accounting for 12.56% of the total trading volume for that day [1]. Group 1 - The block trade involved 8.9 million shares of Three Gorges Tourism [1]. - The transaction price was 5.61 yuan per share, which is lower than the market closing price [1]. - The total transaction amount was 49.929 million yuan, making up 12.56% of the total trading volume on that day [1]. Group 2 - The buyer and seller for the transaction were both from Changjiang Securities Co., Ltd., specifically from the Wuhan Wuluo Road Securities Business Department [2].
铁路公路板块8月29日跌0.05%,皖通高速领跌,主力资金净流出1.73亿元
证券之星消息,8月29日铁路公路板块较上一交易日下跌0.05%,皖通高速领跌。当日上证指数报收于 3857.93,上涨0.37%。深证成指报收于12696.15,上涨0.99%。铁路公路板块个股涨跌见下表: | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 601333 | 广深铁路 | 3.21 | 9.93% | 225.62万 | | 7.22亿 | | 002627 | 三峡旅游 | 6.03 | 3.25% | 57.82万 | | 3.48亿 | | 601518 | 吉林高速 | 2.79 | 1.82% | 39.68万 | | 1.10亿 | | 601816 | 京沪高铁 | 5.34 | 1.33% | 233.12万 | | 12.47亿 | | 600033 | 福建高速 | 3.49 | 1.16% | 33.74万 | | 1.18亿 | | 600611 | 大众交通 | 6.41 | 1.10% | 56.32万 | | 3.62亿 | | 600 ...