格隆汇2月24日丨宋城演艺(300144.SZ)在投资者互动平台表示，公司与抖音在票务及品牌宣传等方面长 期保持着良好合作。 ...

证券日报网讯 2月24日，宋城演艺在互动平台回答投资者提问时表示，目前公司旗下千古情景区的客源 以国内游客为主，同时公司高度重视国际客源市场的拓展。随着中华优秀传统文化日益被全球游客喜 爱，以及国际友好交流政策与入境免签等措施的持续落地，公司正积极挖掘国际客源潜力，针对外宾市 场，公司目前在线上通过海外达人多渠道内容曝光、简化购票流程及外宾特惠票型等吸引游客；在线下 通过加强源头市场推广和产品曝光，增加住宿、用餐、购物等接触点广告进行营销，目前国外游客占比 正逐年增长。 （文章来源：证券日报） ...

证券日报网讯 2月24日，宋城演艺在互动平台回答投资者提问时表示，截至2026年2月10日，公司含信 用账户合并股东总户数为87820户。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 2月24日，宋城演艺在互动平台回答投资者提问时表示，公司始终保持开放态度，关注并 探索与各类优秀文化作品的合作。我们会综合考量合作内容与景区现有业态的互补性、文化符号的辨识 度，以及游客的文化认知和观赏体验等因素。 ...

Group 1: Economic Resilience - The Chinese economy remains strong during the Spring Festival, with many listed companies continuing operations to meet market demand and fulfill orders [1][2][8] - Companies like LiuGong and TianNai Technology are maintaining production during the holiday to capitalize on increased demand, particularly from overseas markets [2][3] Group 2: Manufacturing Sector - Manufacturing companies are strategically scheduling production and reasonable breaks to ensure continuous delivery and meet customer needs [2][3] - LiuGong reported significant growth in industry demand, leading to a busy production schedule during the holiday [2] - TianNai Technology is also continuing production to better serve customers due to rapid market demand for its products [2] Group 3: Consumer Sector - The Spring Festival is a peak consumption period, with companies like Quanjude and Guangzhou Restaurant Group launching various marketing activities to attract customers [4][5] - Quanjude has prepared for a strong demand for New Year's Eve dinners and is implementing online and offline marketing strategies [4] - Guangzhou Restaurant Group is promoting themed activities and special menus to enhance customer engagement during the holiday [4][5] Group 4: Digital Technology Integration - Companies are leveraging digital technology to enhance traditional festive experiences, such as the fully digitalized lantern festival in Shanghai [7] - Cybersecurity firm Qihoo 360 is providing 24/7 technical support during the holiday to ensure smooth operations for clients [7] - AI service provider Zongheng Communication anticipates increased traffic and engagement on major platforms during the Spring Festival, which may positively impact its business [7] Group 5: Overseas Projects - Some companies are accelerating overseas projects during the Spring Festival, with Hongbang Biological confirming that construction is proceeding as planned in Australia and Indonesia [8]

通讯员 马亚雄 胶州湾畔,由中建八局四公司承建的宋城演艺项目现场繁忙有序,多个单体建筑外立面施工同步展开,室内 精装及设备安装工作有序推进,项目整体已进入建设后期阶段,计划于2026年正式对外开放。 记者 赵波 青岛报道 当前,项目建设重点已由主体施工转向装饰装修与系统安装阶段。现场施工采取分区推进方式,统筹安排 工序衔接,确保工程质量与建设进度同步可控。按照计划,后续将陆续开展室外管网、景观绿化及公共配 套设施施工,逐步完善整体功能环境。 随着工程重心的逐步外延,项目后续还将陆续展开室外综合管网铺设、景观绿化营造及公共配套设施建 设等工作,推动建筑空间向完整城市功能场景转化。通过内外联动、软硬并进的建设方式,项目整体环境 品质和服务功能将不断完善,为文旅业态落地运营和区域活力释放奠定坚实基础。 近年来,随着文旅消费结构不断升级,游客更加注重参与感和体验感。上合示范区临海片区综合整治与产 业融合发展EOD项目二期以文化主题演艺为核心,将齐鲁文化、海上丝绸之路文化与上合组织国家多元 文化元素相结合,通过舞台演艺与沉浸式场景,集中呈现不同文明交流互鉴的文化内涵；同时项目通过演 艺内容与街区消费的联动设计,着力构建 ...

行业政策与环境 现场演艺业务面临线上娱乐分流及线下竞争加剧，部分项目如杭州、丽江景区营收出现下滑。尽管旅游 市场整体复苏，但消费者更注重性价比，导致客单价增长受限。2025年上半年毛利率同比下降3.47个百 分点，净利率下降9.53个百分点，反映盈利空间收窄。 资金面情况 2026年2月11日主力资金净流出6113.98万元，近期股价波动加大。机构普遍预测2025年净利润同比下滑 18.37%，市场对短期增长信心不足。 以上内容基于公开资料整理，不构成投资建议。 经济观察网宋城演艺（300144）股价近期表现承压，主要受业绩下滑、重大关联交易争议及市场对增长 前景担忧等多重因素影响。 业绩经营情况 公司2025年业绩预告显示，净利润预计为7.11亿—9.15亿元，同比下降12.75%—32.21%。此前2025年三 季报已出现营收同比下降8.98%、归母净利润同比下降25.22%的情况，显示主营业务增长乏力。轻资产 输出收入同比减少、成本费用增加及利息收入下降进一步拖累盈利。 关联交易情况 2025年11月，公司以9.63亿元现金收购控股股东旗下宋城实业，该交易溢价较高且无业绩承诺，导致中 小股东反对率达17 ...

Investment Rating - The industry investment rating is "Overweight" indicating a positive outlook for the sector [3]. Core Insights - The 2026 Spring Festival will feature a "9-day no work adjustment" policy, leading to a high public satisfaction rate of 92.9%. This extended holiday is expected to significantly boost travel and consumption during the Spring Festival period [7][8]. - The aviation sector anticipates a record passenger volume of 95 million during the 40-day Spring Festival travel period, representing a year-on-year increase of 5.3%. The number of flights planned by domestic airlines is expected to reach 657,000, also up by 5% [8]. - The domestic tourism market is experiencing diverse growth, with family travel becoming increasingly popular. The proportion of family travelers is expected to reach 39%, while the elderly demographic (aged 60 and above) will account for 19% of travelers [18][20]. - There is a notable increase in outbound travel demand, with booking volumes rising nearly 40% year-on-year. Southeast Asia is dominating international travel routes, capturing nearly 50% of outbound flights, while flights to Japan have decreased significantly [31][40]. Summary by Sections 1. Expansion of Aviation and Railway Capacity - The Spring Festival travel period will see a significant increase in passenger flow, with the aviation sector expecting 95 million passengers, and the railway sector projecting 539 million passengers, both reflecting a 5% increase year-on-year [8][16]. 2. Emergence of Diverse Customer Groups - Family travel is on the rise, with a notable increase in the average booking price for family accommodations, which is 9% higher than other types. The demand for larger, more private accommodations is also increasing, with a 77% year-on-year growth in bookings for standalone villas during the winter holiday [18][20]. 3. Restructuring of Destination Patterns - Outbound travel is seeing a shift, with Thailand regaining its position as the top destination. The demand for long-haul and differentiated travel experiences is becoming mainstream, with a significant increase in interest for destinations like Turkey and New Zealand [31][42]. 4. Investment Analysis Recommendations - The report suggests focusing on companies that can leverage the benefits of the extended holiday and the growth in inbound and long-haul outbound travel. Recommended sectors include tourism attractions, exhibition and sports events, human resources, hotels, and duty-free retail [43].

Rocket Launch - Huabao New Energy's outdoor power supply products have been widely applied in various high-difficulty off-grid power scenarios, including domestic rocket launches [1] - Taisheng Wind Power's rocket storage tank project is expected to officially start production by mid-2026 [1] Battery - Toxin Pharmaceutical currently does not have products or business related to brain-computer interface fields [1] Photovoltaics - Zerun New Energy has not yet conducted research and development on solar wing junction boxes [1] Media - Bona Film Group is involved in the production of "Fast and Furious 3," which is scheduled for nationwide release during the 2026 Spring Festival [1] Other - Taihe Technology's renovation of its original lithium iron phosphate production facility is expected to achieve an annual production capacity of 10,000 tons of sodium iron phosphate [1] - Li'ang Technology will continue to increase R&D investment in computing power, cloud computing, and cloud services [1] - Xinwei Communication currently holds a 15% stake in Xinwei Electric Science [1] - Boss Software is still held by Linzhi Tencent [1] - Xinke Mobile's satellite internet business is still in the investment phase [1] - Beijing Junzheng's new process products are expected to begin large-scale sales starting in the first quarter [1] - Xinbao Co.'s self-branded coffee machine Barsetto has a small domestic sales proportion [1]

证券日报网讯2月10日，宋城演艺（300144）在互动平台回答投资者提问时表示，台州轻资产项目正按 整体规划稳步推进，原计划于2028年5月份开业，目前不排除提前开业的可能性，具体开业时间请以项 目后续官方信息为准。今年春节期间该项目尚不具备开业条件。 ...