社会服务行业 行业研究 | 行业周报 淡季不淡，酒店景区免税景气筑底回升 | 谢宁铃 | 执业证书编号：S0860520070001 | | --- | --- | | | xieningling@orientsec.com.cn | | | 021-63326320 | | 陈至奕 | 执业证书编号：S0860519090001 | | | 香港证监会牌照：BUK982 | | | chenzhiyi@orientsec.com.cn | | | 021-63326320 | | 餐饮行业有望加速商用炒菜机器人的普 | 2025-10-13 | | --- | --- | | 及：服务经济之科技引领变革（六） | | | 国庆中秋长假数据稳健向好 | 2025-10-13 | | 人力资源服务商借助 AI 实现全面升级：服 | 2025-09-28 | | 务经济之科技引领变革（五） | | 有关分析师的申明，见本报告最后部分。其他重要信息披露见分析师申明之后部分，或请与您的投资代表联系。并请阅读本证券研究报告最后一页的免责申明。 社会服务行业周报 核心观点 投资建议与投资标的 经过之前的上涨行情，在大盘震 ...

证券之星消息，11月24日新疆国企改革板块较上一交易日上涨1.4%，北新路桥领涨。当日上证指数报收 于3836.77，上涨0.05%。深证成指报收于12585.08，上涨0.37%。新疆国企改革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) | | --- | --- | --- | --- | --- | --- | | 002307 | 北新路桥 | 5.73 | 9.98% | 287.82万 | 15.93 Z | | 600509 | 天富能源 | 8.51 | 4.03% | 51.38万 | 4.35亿 | | 002100 | 天康生物 | 7.39 | 3.50% | 45.21万 | 3.39亿 | | 002941 | 新疆交建 | 16.30 | 2.39% | 25.23万 | 4.10亿 | | 300859 | 西域旅游 | 35.13 | 2.15% | 3.89万 | 1.36亿 | | 300106 | 西部牧业 | 11.04 | 2.03% | 6.72万 | 7420.69万 | | 601069 | 西部黄金 | ...

Market Overview - On November 21, the Xinjiang state-owned enterprise reform sector fell by 3.41% compared to the previous trading day, with Baodi Mining leading the decline [1] - The Shanghai Composite Index closed at 3834.89, down 2.45%, while the Shenzhen Component Index closed at 12538.07, down 3.41% [1] Stock Performance - Notable stock movements included: - Beixin Road and Bridge (002307) rose by 9.92% to a closing price of 5.21, with a trading volume of 1.6997 million shares and a turnover of 862 million yuan [1] - Baodi Mining (601121) fell by 9.92% to a closing price of 66.9, with a trading volume of 386,900 shares and a turnover of 278 million yuan [2] - Other significant declines included: - Zhun Oil Co. (002207) down 8.29% to 7.96 [2] - Guanyi Co. (600251) down 5.56% to 8.67 [2] Capital Flow Analysis - The Xinjiang state-owned enterprise reform sector experienced a net outflow of 31.4271 million yuan from main funds, while retail investors saw a net inflow of 13.9266 million yuan [2][3] - Key capital flows for selected stocks included: - Beixin Road and Bridge had a main fund net inflow of 2.61 million yuan, but retail funds saw a net outflow of 1.44 million yuan [3] - Zhongtai Chemical (002092) had a main fund net inflow of 550.65 thousand yuan, while retail funds experienced a net outflow of 2.52974 million yuan [3]

Market Overview - The tourism and scenic spots sector experienced a decline of 3.08% on November 21, with Dalian Shengya leading the drop [1] - The Shanghai Composite Index closed at 3834.89, down 2.45%, while the Shenzhen Component Index closed at 12538.07, down 3.41% [1] Stock Performance - Dalian Shengya saw a significant drop of 10.00%, closing at 47.34, with a trading volume of 147,500 shares and a transaction value of 714 million [2] - Other notable declines included Tianfu Culture Tourism (-4.18%), Changzi Mountain (-4.08%), and Qujiang Culture Tourism (-3.93%) [2] Capital Flow - The tourism and scenic spots sector experienced a net outflow of 486 million from main funds, while retail investors saw a net inflow of 461 million [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors increased their positions [2] Individual Stock Capital Flow - Yunnan Tourism had a main fund net inflow of 10.99 million, while it faced a retail net outflow of 32.27 million [3] - Huangshan Tourism and Sanxia Tourism experienced significant net outflows from main funds, at 10.61 million and 11.62 million respectively, while both saw positive retail inflows [3]

Group 1 - The tourism sector experienced a collective decline on November 20, with several companies showing significant drops in stock prices [1] - Yingxin Development fell over 8%, while Nanjing Commercial Travel and Yunnan Tourism dropped by 7% and 6% respectively [1] - Other companies such as Sanfu Outdoor, Tianfu Cultural Tourism, and others also saw declines exceeding 2% [1]

Core Insights - The A-share market saw a collective decline in tourism stocks, with notable drops in companies such as Yingxin Development, Nanjing Business Travel, and Yunnan Tourism [1] Group 1: Stock Performance - Yingxin Development experienced a decline of 8.06%, with a total market value of 19.4 billion [2] - Nanjing Business Travel fell by 7.02%, with a market capitalization of 3.249 billion [2] - Yunnan Tourism decreased by 6.09%, with a market value of 5.933 billion [2] - Sanfu Outdoor dropped over 4.26%, with a market capitalization of 2.375 billion [2] - Other companies such as Tianfu Cultural Tourism, Sanxia Tourism, Qujiang Cultural Tourism, and Xiyu Tourism also saw declines exceeding 2% [1][2] Group 2: Year-to-Date Performance - Despite the recent declines, Yingxin Development has a year-to-date increase of 51.14% [2] - Nanjing Business Travel has risen by 13.57% year-to-date [2] - Tianfu Cultural Tourism shows a significant year-to-date increase of 62.76% [2] - Xizang Tourism has a year-to-date increase of 60.35% [2]

证券代码：300859 证券简称：西域旅游 公告编号：2025-054 1、本次权益变动属于西域旅游开发股份有限公司（以下简称"公司"）持股5%以 上股东新疆昆仑投资发展合伙企业（有限合伙）（以下简称"昆仑投资"）持有公司 股份总数由7,750,000股（占公司总股本比例5%）变更为7,749,900股，持股比例由5%减 少至4.999935%，不再是公司持股5%以上股东。 2、昆仑投资不属于公司控股股东、实际控制人及其一致行动人，本次权益变动不 会导致公司控股股东、实际控制人发生变化，不会影响公司的治理结构和持续经营。 公司于2025年10月20日在中国证券监督管理委员会指定的创业板信息披露网站巨 潮资讯网（www.cninfo.com.cn）披露了《关于持股5%以上股东股份减持计划的预披露 公告》（公告编号：2025-040），公司持股5%以上股东昆仑投资计划在预披露公告披 露之日起15个交易日后的3个月内以集中竞价方式或者大宗交易方式合计减持公司股份 不超过4,650,000股（约占公司总股本比例3%）。 公司近日收到昆仑投资出具的《关于减持公司股份至5%以下的告知函》，获悉 2025年11月14日，昆 ...

Core Insights - The tourism and scenic spots sector experienced a decline of 0.54% on November 14, with Xiyu Tourism leading the drop [1] - The Shanghai Composite Index closed at 3990.49, down 0.97%, while the Shenzhen Component Index closed at 13216.03, down 1.93% [1] Fund Flow Analysis - On the same day, the tourism and scenic spots sector saw a net outflow of 359 million yuan from main funds, while retail investors contributed a net inflow of 404 million yuan [2] - The table provided indicates specific fund flows for various companies, showing that: - Caesar Travel had a main fund net inflow of 40.13 million yuan, but a net outflow from retail investors of 0.39 million yuan [2] - Jiuhua Tourism experienced a main fund net inflow of 5.51 million yuan, with a net outflow from retail investors of 0.28 million yuan [2] - Guilin Tourism had a main fund net inflow of 3.91 million yuan, but a significant net outflow from retail investors of 1.53 million yuan [2] - Other companies like Emei Mountain A and Huangshan Tourism faced net outflows from both main and retail funds [2]

Group 1 - The core point of the article is that Xiyu Tourism (300859) reported a total of 28,875 shareholders as of November 10 [1]

证券日报网讯西域旅游11月13日在互动平台回答投资者提问时表示，公司将秉持服务诠释价值的发展理 念，深化景区精细化管理，为游客打造舒适、便捷、安心的出行体验。公司产品等具体情况请以公司公 众号内容为准。 （文章来源：证券日报） ...