Investment Rating - The industry rating is "Overweight" (maintained) [6] Core Insights - The strategic positioning of "service consumption" has been enhanced, expected to become a core engine for driving domestic demand. The State Council's meeting on January 16 emphasized the implementation of consumption-boosting actions and the cultivation of new growth points in service consumption, providing a clear direction for consumption development in 2026 and the 14th Five-Year Plan [6] - During the Spring Festival travel season (February 2 - February 14, 2026), domestic flight ticket bookings exceeded 7.54 million, a year-on-year increase of 12%. The total expected passenger transport volume for civil aviation during the Spring Festival is projected to reach a historical high of 95 million, with a daily average of 2.38 million passengers, reflecting a year-on-year growth of approximately 5.3% [6] - The recovery of dining consumption in Q4 2025 was significantly stronger than that of retail goods, indicating a resurgence in service consumption. From October to December 2025, the year-on-year growth rates for dining revenue were 3.8%, 3.2%, and 2.2%, respectively, while retail goods growth rates were 2.8%, 1.0%, and 0.7% [6] Summary by Sections - **Recent Industry Performance**: Over the past 12 months, the industry has shown relative returns of 5.35% over one month, 7.38% over three months, and a decline of 3.0% over twelve months. Absolute returns were 6.42%, 8.38%, and 19.81% respectively [4] - **Policy Support**: The government has introduced policies to encourage service consumption, including optimizing school holiday arrangements to promote student well-being, which is expected to boost service consumption growth [6] - **Investment Recommendations**: The report suggests focusing on listed companies in the dining, hotel, and tourism sectors, including China Duty Free Group, Shouhang Hotel, Jinjiang Hotels, and others, as they are likely to benefit from the positive trends in service consumption [6]

证券之星消息，1月27日湖北国企改革板块较上一交易日下跌0.51%，三峡旅游领跌。当日上证指数报 收于4139.9，上涨0.18%。深证成指报收于14329.91，上涨0.09%。湖北国企改革板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 从资金流向上来看，当日湖北国企改革板块主力资金净流出4.7亿元，游资资金净流入7677.48万元，散 户资金净流入3.93亿元。湖北国企改革板块个股资金流向见下表： ...

证券之星消息，1月27日旅游及景区板块较上一交易日下跌1.65%，三峡旅游领跌。当日上证指数报收于 4139.9，上涨0.18%。深证成指报收于14329.91，上涨0.09%。旅游及景区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) | | --- | --- | --- | --- | --- | --- | | 002627 | 三峡旅游 | 9.02 | -5.25% | 45.09万 | 4.11亿 | | 6030aa | 长自山 | 42.98 | -3.87% | 10.22万 | 4.43 Z | | 603402 | 陕西旅游 | 154.18 | -3.58% | 2.29万 | 3.53亿 | | 600138 | 中青旅 | 9.70 | -2.90% | 1 25.69万 | 2.50亿 | | 000610 | 西安旅游 | 12.44 | -2.43% | 14.94万 | 1.86亿 | | 600749 | 西藏旅游 | 16.61 | -2.41% | 8.30万 | 1.38亿 | | 000978 | 桂林旅游 | ...

证券之星消息，1月23日旅游及景区板块较上一交易日上涨0.42%，三峡旅游领涨。当日上证指数报收于 4136.16，上涨0.33%。深证成指报收于14439.66，上涨0.79%。旅游及景区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) | | --- | --- | --- | --- | --- | --- | | 002627 | 三峡旅游 | 9.70 | 3.63% | 34.95万 | 3.41亿 | | 002707 | 众信旅游 | 8.38 | 2.07% | 56.17万 | 4.69亿 | | 600749 | 四藏旅游 | 17.63 | 1.97% | 7.00万 | 1.22亿 | | 661809 | 九华旅游 | 43.60 | 1.89% | 5.92万 | 2.58亿 | | 300859 | 西域旅游 | 39.12 | 1.77% | 6.18万 | 2.40亿 | | 600593 | 大连圣亚 | 46.77 | 1.08% | 7.67万 | 3.54亿 | | 600576 | 祥源文旅 | 6.78 | 0 ...

Group 1 - The core viewpoint of the article highlights that the Hubei state-owned enterprise reform sector increased by 0.69% compared to the previous trading day, with Sanxia Tourism leading the gains [1] - On the same day, the Shanghai Composite Index closed at 4122.58, up by 0.14%, while the Shenzhen Component Index closed at 14327.05, up by 0.5% [1] - The article provides a summary of the capital flow in the Hubei state-owned enterprise reform sector, indicating a net outflow of 199 million yuan from main funds, a net outflow of 3.59 million yuan from speculative funds, and a net inflow of 203 million yuan from retail investors [1] Group 2 - The article includes a table detailing the individual stock performance within the Hubei state-owned enterprise reform sector, although specific stock data is not provided in the summary [1] - The information is compiled by Securities Star based on public data and generated by AI algorithms, indicating a reliance on technology for data analysis [1]

Group 1 - The tourism and scenic spots sector increased by 0.16% on January 22, with Shaanxi Tourism leading the gains [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] - Key stocks in the tourism sector showed varied performance, with Shaanxi Tourism rising by 6.11% to a closing price of 162.00 [1] Group 2 - Major stocks that declined included Dalian Shengya, which fell by 5.65% to a closing price of 46.27 [2] - The tourism sector experienced a net outflow of 220 million yuan from main funds, while retail investors saw a net inflow of 272 million yuan [2] - The stock performance table indicates significant trading volumes, with Sanxia Tourism achieving a transaction amount of 256 million yuan [1][2] Group 3 - Shaanxi Tourism had a net outflow of 14.91 million yuan from main funds, while retail investors contributed a net inflow of 783.28 thousand yuan [3] - The overall trend shows that while some stocks like Sanxia Tourism attracted net inflows from main funds, others like Yunnan Tourism experienced net outflows [3] - The data reflects a mixed sentiment among investors, with retail investors showing interest in certain stocks despite the overall net outflow from main funds [3]

证券日报网讯1月21日，三峡旅游（002627）在互动平台回答投资者提问时表示，截至2026年1月20日， 公司股东人数为19858户。 ...

（文章来源：证券时报网） 证券时报·数据宝统计，截至发稿，三峡旅游收盘价为8.94元，上涨2.29%，本期筹码集中以来股价累计 上涨16.86%。具体到各交易日，6次上涨，2次下跌。 公司发布的三季报数据显示，前三季公司共实现营业收入6.09亿元，同比增长9.48%，实现净利润 8586.66万元，同比下降23.29%，基本每股收益为0.1185元，加权平均净资产收益率2.77%。（数据宝） 三峡旅游1月21日披露，截至1月20日公司股东户数为19858户，较上期（1月10日）减少1091户，环比降 幅为5.21%。 ...

截至发稿，杨超累计任职时间4年252天，现任基金资产总规模21.86亿元，任职期间最佳基金回报 111.22%， 任职期间最差基金回报-22.52%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 1月16日，三峡旅游涨5.65%，截至发稿，报8.41元/股，成交1.40亿元，换手率2.39%，总市值60.94亿 元。 数据显示，金信基金旗下1只基金重仓三峡旅游。金信消费升级股票A（006692）四季度持有股数58万 股，占基金净值比例为2.8%，位居第九大重仓股。根据测算，今日浮盈赚取约26.1万元。 金信消费升级股票A（006692）成立日期2019年1月31日，最新规模5598.08万。今年以来亏损0.44%， 同类排名5341/5531；近一年收益25.88%，同类排名3066/4215；成立以来收益192.29%。 金信消费升级股票A（006692）基金经理为杨超。 资料显示，湖北三峡旅游集团股份有限公司位于湖北省宜昌市港窑路5号，成立日期 ...

Group 1 - The company and its subsidiaries received a total of government subsidies amounting to 13.8856 million yuan from October 1, 2025, to December 31, 2025, which accounts for 11.81% of the company's audited net profit attributable to shareholders for the most recent fiscal year [2] - The subsidies consist of 580,000 yuan related to assets and 13.3056 million yuan related to income, with the latter being directly associated with the company's daily operations [2][5] - The accounting treatment of the subsidies will be subject to the audit recognition by the accounting firm, which will ultimately determine the impact on the company's profit and loss for the fiscal year 2025 [6] Group 2 - The asset-related government subsidy of 580,000 yuan will be recognized as deferred income upon receipt [4] - The income-related government subsidies totaling 13.3056 million yuan will be recorded as other income, as they are related to the company's daily activities [5] - The company will maintain relevant documentation, including government approval documents and payment receipts, for reference [7]