此次减持前，金马游乐四位高管合计持有公司21.62%股份，本次拟减持股份数量合计不超过该公司总股本的4.83% 投资时间网、标点财经研究员 吕贡 业绩持续波动下，广东金马游乐股份有限公司（下称金马游乐，300756.SZ）近期密集披露多位高管减持计划。 据2025年7月20日晚间公告显示，因个人资金需求，金马游乐控股股东、实际控制人、董事长邓志毅，计划于此公告披露之日起15个交易日后的3个月内， 通过集中竞价、大宗交易方式减持不超过471.20万股该公司股份，占该公司总股本比例2.99%。 同时，该公司持股5%以上股东、董事、副总经理李勇，副总经理林泽钊，董事、总经理高庆斌三位核心高管也同步披露减持方案，拟分别减持不超过 201.70万股、50.82万股和37.28万股股份，减持方式及时间窗口与董事长一致。此次减持前，这四位高管合计持有金马游乐21.62%股份，本次拟减持股份 数量合计不超过该公司总股本的4.83%。 值得关注的是，2025年6月12日，金马游乐刚披露过一则公司高管减持计划，副总经理、董事会秘书曾庆远拟通过相同方式减持不超过26.95万股股份，占 该公司总股本的0.17%。 金马游乐多位高管发 ...

中国经济网北京7月21日讯 金马游乐(300756.SZ)昨日晚间发布关于公司部分股东减持股份的预披露 公告。公司于近日收到控股股东、实际控制人、董事长邓志毅，持股5%以上股东、董事、副总经理李 勇，副总经理林泽钊，董事、总经理高庆斌出具的《买卖本公司证券计划告知函》，因个人资金需求， 上述股东计划于减持计划预披露公告之日起15个交易日后的3个月内(窗口期不减持)，通过集中竞价、 大宗交易方式减持其所持有的部分公司股份。 | 姓名 | 拟减持数量(股) | 拟减持数量占公司总股本比例 | | --- | --- | --- | | 邓志毅 | 不超过 4,712,000 股 | 2. 99% | | 李勇 | 不超过 2,017,000 股 | 1.28% | | 林泽钊 | 不超过 508, 200 股 | 0. 32% | | 高庆斌 | 不超过 372,800 股 | 0. 24% | 金马游乐于2018年12月28日在深交所创业板上市，公开发行股票 1,000 万股，发行价格为53.86元/ 股，保荐机构(主承销商)为民生证券股份有限公司(现为"国联民生证券股份有限公司")，保荐代表人为 于春宇、杨卫 ...

Group 1 - US tech stocks performed well last Friday, supporting a slight increase in the Nasdaq, which reached a new intraday high. The S&P 500 closed down 0.01%, and the Dow Jones fell 0.32% [1] - Tesla shares rose by 3.2%, while Nvidia increased by over 4.5%, marking an eight-week consecutive rise. Netflix's stock dropped by over 5% following its earnings report [2] - The Chinese concept stock index rose by 0.6%, with notable gains from companies like New Oxygen (up 17.4%), Kingsoft Cloud (up 7.2%), and Tiger Brokers (up over 6.6%). Alibaba's stock increased by 2.5% [3] Group 2 - Gold prices increased by 0.22%. Oil prices experienced a V-shaped reversal, initially rising by about 2% before erasing gains [4] - Former President Trump signed the "Stablecoin Innovation Act," marking the implementation phase of US stablecoin regulatory legislation [4] - Bulish, a company owning a cryptocurrency exchange and media, submitted registration documents to the SEC for a listing on the NYSE [5] Group 3 - Nvidia's H20 inventory is limited, and there are no plans for production resumption. CEO Jensen Huang sold Nvidia stock worth approximately $12.94 million [6] - The Kimi K2 model topped the global open-source model rankings according to LMArena [7] Group 4 - Major domestic events include the commencement of the Yarlung Tsangpo River downstream hydropower project, with a total investment of approximately 1.2 trillion yuan [8] - The central enterprise investment in Tibet has been upgraded, with a significant investment rollout [9] - Chongqing's government issued measures to boost consumption, focusing on "AI + consumption" initiatives [9] Group 5 - The Conflux Tree Graph public chain 3.0 is set to launch in August, with strategic partnerships aimed at promoting offshore RMB stablecoin issuance and cross-border settlement [10] - The A-share market outlook is generally positive, with brokerages noting a disparity between upward potential and downward risk [11] - The central government is conducting research on irrational competition in the new energy vehicle industry [12] Group 6 - Yushutech has begun listing guidance, with significant backing from major investors [17] - The discovery of a new rare earth mineral "Neodymium Yellow River Ore" expands resource potential [18] - The robotics sector is seeing growth, with major contracts awarded, including a record procurement order for humanoid robots [17]

2025.07. 20 7月20日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者 参考。 【品大事】 ST任子行：公司及相关责任人收到《行政处罚决定书》 ST任子行晚间公告，7月18日，公司及相关责任人收到中国证监会下发的《行政处罚决定书》。经 查，公司的子公司北京亚鸿世纪科技发展有限公司在项目建设过程中，安排签订部分没有商业实质的 购销合同用作资金通道，致使2020年至2022年上半年公司合计虚增营业收入1.12亿元、虚增利润总 额7328.52万元。中国证监会决定，对任子行责令改正，给予警告，并处以500万元罚款，且与四名 相关责任人合计处以1200万元罚款。根据《行政处罚决定书》认定的情况，公司不触及退市风险警 示情形。截至目前，公司各项生产经营活动正常有序开展。《行政处罚决定书》中所述事项均已整改 完成。公司将在中国证监会作出行政处罚决定书之日起满12个月后，及时向深交所申请撤销对公司 股票实施的其他风险警示。 *ST紫天：公司股票可能被终止上市 明起停牌 *ST紫天晚间公告，公司2月14日收到福建证监局出具的决定书，因公司财务会计报告存在虚假记 载，福建证监局责令公 ...

广东金马游乐股份有限公司（上下文简称"公司"）于近日收到控股股东、实际 控制人、董事长邓志毅先生，持股 5%以上股东、董事、副总经理李勇先生，副总经 理林泽钊先生，董事、总经理高庆斌先生出具的《买卖本公司证券计划告知函》，因 个人资金需求，上述股东计划于本减持计划预披露公告之日起 15 个交易日后的 3 个 月内（窗口期不减持），通过集中竞价、大宗交易方式减持其所持有的部分公司股份。 现将有关情况公告如下： 证券代码：300756 证券简称：金马游乐 公告编号：2025-036 广东金马游乐股份有限公司 本次减持计划股东保证向本公司提供的信息披露内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 特别提示： 股东、实际控制人、董事长邓志毅先生计划于本减持计划预披露公告之日起 15 个交 易日后的 3 个月内通过集中竞价、大宗交易方式减持公司股份不超过 4,712,000 股（占 公司总股本比例 2.99%）。 以上股东、董事、副总经理李勇先生计划于本减持计划预披露公告之日起 15 个交易 日后的 3 个 ...

证券代码：300756 证券简称：金马游乐 公告编号：2025-036 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 特别提示： 1、持有本公司股份 22,467,576 股（占本公司总股本比例 14.26%）的公司控股 股东、实际控制人、董事长邓志毅先生计划于本减持计划预披露公告之日起 15 个交 易日后的3个月内通过集中竞价、大宗交易方式减持公司股份不超过4,712,000股（占 公司总股本比例 2.99%）。 2、持有本公司股份 8,068,087 股（占本公司总股本比例 5.12%）的公司持股 5% 以上股东、董事、副总经理李勇先生计划于本减持计划预披露公告之日起 15 个交易 日后的 3 个月内通过集中竞价、大宗交易方式减持公司股份不超过 2,017,000 股（占 公司总股本比例 1.28%）。 3、持有本公司股份 2,032,828 股（占本公司总股本比例 1.29%）的公司副总经 理林泽钊先生计划于本减持计划预披露公告之日起 15 个交易日后的 3 个月内通过集 中竞价、大宗交易方式减持公司股份不超过 508,200 股（占公司总股本比例 0 ...

Core Insights - In the first half of 2025, 55 listed companies in the cultural tourism sector were analyzed, with 31 experiencing an increase in market value and 24 seeing a decline [3][18] - The highest market value increases were recorded by Wanda Hotel Development at 173.65%, Feiyang Group at 140.7%, and Jinma Amusement at 92.68% [3][4] - Conversely, the largest declines were seen in Lujing Technology at -48.03%, Lingnan Holdings at -43.34%, and Yingxin Development at -26.03% [6][7] Market Value Changes - As of June 30, 2025, the total market value of Wanda Hotel Development was 2.699 billion, while Feiyang Group and Jinma Amusement had market values of 0.126 billion and 4.521 billion respectively [4][7] - Ctrip led the market with a total value of 274.37 billion, followed by China Duty Free at 124.57 billion and Huazhu at 74.53 billion [8][9] - The overall market value of the remaining 52 companies was 390 billion, indicating a significant concentration of value among the top three companies [8] Sector Performance - The cultural tourism sector showed a mixed performance, with scenic area companies generally performing well, such as Haichang Ocean Park with a 39.1% increase and Zhangjiajie with a 28.55% increase [12][13] - Hotel companies also showed varied results, with Huazhu leading at 745.31 billion, while Atour saw a 20.41% increase [14][15] - Online travel companies experienced declines, with Ctrip and Tuniu dropping by 14.94% and 17.79% respectively, while Tongcheng saw a modest increase of 6.08% [16][17] Company-Specific Developments - Wanda Hotel Development's significant increase in market value was attributed to the sale of its subsidiary Wanda Hotel Management for 2.5 billion, which is expected to improve its financial structure [6][7] - Lujing Technology's decline was linked to negative media coverage regarding its management capabilities in scenic area operations [7][8] - The overall performance of cultural tourism companies reflects ongoing operational pressures, with some companies like Fosun Tourism Culture delisting from the Hong Kong stock market [18][19]

Core Viewpoint - The tourism industry, once expected to thrive, is now facing significant challenges, highlighted by the bankruptcy of Qinghai Tourism Investment Group and the struggles of various tourism companies despite an increase in domestic travel and spending [2][3][4][8]. Group 1: Industry Challenges - Qinghai Tourism Investment Group and its subsidiaries have filed for bankruptcy, shocking the tourism sector [3]. - The company, which aimed for significant growth and public listing, mismanaged its resources, leading to a loss of 4.8 billion in registered capital [4]. - 44 listed companies in the tourism sector reported their Q1 earnings, with 25 experiencing negative revenue growth, accounting for 56.8% of the total [4]. Group 2: Financial Performance - Major airlines like China Southern Airlines, China Eastern Airlines, and Air China reported substantial losses in Q1, with losses of 747 million, 995 million, and 2.044 billion respectively [7]. - Despite a 26.4% increase in domestic travel and an 18.6% rise in spending, the tourism industry is struggling financially [8][9]. Group 3: Market Dynamics - The tourism market is saturated, with an increase in A-level scenic spots and travel agencies, yet average income has dropped by nearly 40% [31]. - Online travel platforms like Ctrip and Tongcheng are thriving, with Ctrip reporting a net profit of approximately 4.3 billion in Q1, showcasing the "shovel effect" where service providers profit while actual tourism businesses struggle [28][30]. Group 4: Shifts in Consumer Behavior - The tourism industry is transitioning to a 2.0 era, where experiential value is prioritized over mere scarcity of resources [46][50]. - Successful attractions like Jiuhua Mountain and Disney have capitalized on immersive experiences, contrasting with traditional scenic spots that fail to adapt [39][41]. Group 5: Future Outlook - Many tourism platforms are likely to face severe financial difficulties or bankruptcy if they cannot adapt to the changing market dynamics and consumer preferences [55][56]. - The current environment suggests a need for a significant restructuring within the tourism sector to eliminate ineffective players and allow successful entities to thrive [58][59].

Group 1 - The provincial government emphasizes the importance of implementing the national food security strategy and enhancing project construction in the grain logistics sector, particularly in the Wuhan National Grain Modern Logistics Base [1] - The Guangdong Jinma Central China Regional Headquarters project focuses on the research, production, and operation of large amusement facilities, with plans to officially operate in the second half of the year [2] - The project aims to leverage technologies such as artificial intelligence and virtual reality to innovate in the amusement facility manufacturing sector, contributing to the integration of cultural tourism [2] Group 2 - The local government is actively working on wetland protection and restoration initiatives at Zhangdu Lake, promoting ecological conservation while planning for tourism infrastructure [2] - The government is focusing on the construction of modern urban agriculture and the development of industries such as commercial aerospace, green shipping, and modern logistics to foster economic growth [4] - There is a strong emphasis on enhancing economic operation monitoring and addressing weak links in key industries to achieve growth targets [4]

证券代码：300756 证券简称：金马游乐 公告编号：2025-035 广东金马游乐股份有限公司 关于使用部分闲置募集资金进行现金管理的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 广东金马游乐股份有限公司（以下简称"公司"）于 2024 年 12 月 25 日召开 第四届董事会第九次会议、于 2025 年 1 月 10 日召开公司 2025 年第一次临时股东 大会，审议通过了《关于使用部分闲置募集资金进行现金管理的议案》，同意公司 及全资子公司、控股子公司使用不超过人民币 2,000 万元的首次公开发行股票闲置 募集资金、不超过人民币 10,000 万元的向特定对象发行股票闲置募集资金择机购 买安全性高、流动性好、满足保本要求的现金管理产品，授权期限为自 2025 年 1 月 20 日起的 12 个月内；上述投资额度在授权期限内可以循环使用，无需公司另行 出具决议；授权公司董事长行使投资决策权、签署相关法律文件并由财务负责人具 体办理相关事宜。公司监事会、保荐机构均已发表明确同意意见。 近日，公司此前使用向特定对象发行股票暂时闲置募集资金 5,4 ...