格隆汇12月23日丨宋城演艺(300144.SZ)在投资者互动平台表示，公司目前不涉及跨境邮轮项目，未来 若有公司将及时履行信息披露义务。 ...

格隆汇12月23日丨宋城演艺(300144.SZ)在投资者互动平台表示，公司未直接或间接持有摩尔线程的股 份。 ...

Core Viewpoint - The service industry is showing signs of stabilization and bottoming out after experiencing price pressure and same-store sales decline in 2024, with expectations for recovery in 2026, particularly in sub-sectors like hotels and duty-free [2][17]. Group 1: Industry Trends - The service consumption ratio is increasing, supported by improved infrastructure for chain operations, leading to the emergence of more quality brands [4][21]. - The government has introduced multiple policies to promote service consumption, indicating a potential for stronger recovery in domestic demand [18][20]. - The hotel sector is expected to see a rebalancing of supply and demand in 2026, with RevPAR stabilizing due to a low base and slowing supply growth [4][31]. Group 2: Sub-sector Analysis - **Hotels**: The hotel industry faced pressure from weak business travel demand and continued supply expansion, but RevPAR showed signs of recovery in October 2025, driven by ADR increases [26][33]. - **Duty-Free**: Duty-free sales are stabilizing, with a focus on the potential of new policies to boost sales from departing travelers and local residents [45][49]. - **Dining**: The dining sector is experiencing a controlled competitive environment, with affordable brands performing relatively well amidst a recovering landscape [36][44]. Group 3: Investment Opportunities - Companies that can effectively meet consumer demands for value and emotional satisfaction, possess strong operational capabilities, and capture sustainable growth drivers are likely to succeed [4][29]. - The focus on high-quality brands and those with strong internal capabilities is expected to yield better performance in the coming years [4][21]. Group 4: Market Performance - In 2025, companies like Gu Ming and Mi Xue have shown significant stock performance, indicating a trend where companies with strong growth potential outperform their peers [7][12]. - The overall market for the service sector is expected to see a gradual recovery, with structural opportunities emerging in the hotel and duty-free segments [6][31].

Group 1 - The company is focused on creating family-friendly cultural and tourism performance products that cater to both young and elderly audiences [2] - The company places significant emphasis on the needs of the senior demographic and has introduced customized experience content at some scenic spots [2] - The company aims to continuously explore ways to provide better services and experiences for all visitors [2]

证券日报网讯12月15日，宋城演艺（300144）在互动平台回答投资者提问时表示，今年前三季度上海项 目营业收入有较大增长，已实现较好盈利。 ...

Core Viewpoint - As of November 28, 2025, the total number of shareholders, including credit accounts, for Songcheng Performance (300144) is projected to be 87,664 [1] Company Summary - Songcheng Performance has engaged with investors through an interactive platform, providing insights into its shareholder structure [1] - The company is actively monitoring its shareholder base, indicating a focus on investor relations and transparency [1]

Group 1 - The core viewpoint of the article is that the free admission policy at Lingyin Temple is expected to attract more potential visitors, which may benefit nearby attractions like Hangzhou Songcheng Scenic Area [1] - Hangzhou Songcheng Scenic Area and Lingyin Temple are located in the West Lake Scenic Area, approximately 11 kilometers apart, indicating a close proximity that could enhance visitor traffic [1]

证券日报网讯12月15日，宋城演艺（300144）在互动平台回答投资者提问时表示，公司账面资金充足， 本次收购支付现金对价后，公司持有的货币资金及交易性金融资产能够满足公司经营和发展的需要。 ...

Group 1 - The core point of the article is that Songcheng Performance has announced the release and re-pledging of shares held by its controlling shareholder, Songcheng Group, which has significant implications for the company's financial structure and shareholder equity [1] - As of the announcement date, Songcheng Group holds approximately 725 million shares of the company, accounting for 27.62% of the total shares, with 349 million shares pledged, representing 48.15% of its holdings and 13.3% of the total shares [1] - The total shares held by Songcheng Group and its concerted parties amount to approximately 1.071 billion shares, with 349 million shares pledged, which is 32.58% of their total holdings and 13.3% of the total shares [1] Group 2 - For the first half of 2025, Songcheng Performance's revenue composition is as follows: the live performance sector accounts for 78.58%, the tourism service sector accounts for 17.26%, and other businesses account for 4.17% [1] - The current market capitalization of Songcheng Performance is 20.9 billion yuan [2]

根据《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》等相关 规定，现将公司董事会公告回购股份决议前一个交易日（即 2025 年 12 月 9 日） 登记在册的前十名股东和前十名无限售条件股东的名称及持股数量、比例情况公 告如下： | 序号 | 持有人名称 | 持有数量 | 占公司总股 | | --- | --- | --- | --- | | | | （股） | 本比例（%） | | 1 | 杭州宋城集团控股有限公司 | 724,835,254 | 27.62 | | 2 | 黄巧灵 | 232,192,225 | 8.85 | | 3 | QIAO LONG HUANG | 85,836,643 | 3.27 | | 4 | 金研宋韵企业管理（杭州）合伙企业 | 56,376,200 | 2.15 | | | （有限合伙） | | | | 5 | 中国工商银行股份有限公司－易方达创业 板交易型开放式指数证券投资基金 | 31,162,496 | 1.19 | | 6 | 刘萍 | 27,910,758 | 1.06 | | 7 | 中国建设银行股份有限公司－中欧养老产 | 25,427,418 ...