Core Insights - The tourism and scenic area sector experienced a decline of 1.26% on October 30, with Caesar Travel leading the drop [1] - The Shanghai Composite Index closed at 3986.9, down 0.73%, while the Shenzhen Component Index closed at 13532.13, down 1.16% [1] Stock Performance - Major stocks in the tourism sector showed varied performance, with Dalian Shenya rising by 2.27% to a closing price of 50.41, while Caesar Travel fell by 5.43% to 6.09 [2] - The trading volume for Caesar Travel was significant at 1.24 million shares, with a transaction value of 770 million yuan [2] Capital Flow - The tourism and scenic area sector saw a net outflow of 341 million yuan from main funds, while retail investors contributed a net inflow of 330 million yuan [2][3] - Dalian Shenya had a net inflow of 6.57 million yuan from main funds, while Caesar Travel experienced a net outflow of 1.52 million yuan [3]

Group 1 - The core point of the article is that Xiyu Tourism (SZ 300859) held its 10th meeting of the 7th Board of Directors on October 27, 2025, via telecommunication to discuss the proposal for leasing assets [1] - For the year 2024, the revenue composition of Xiyu Tourism is 97.07% from the tourism industry and 2.93% from the tourism food service industry [1] - As of the report date, Xiyu Tourism has a market capitalization of 6.1 billion yuan [1]

Core Viewpoint - The company aims to enhance the operational efficiency of its assets by leasing out related assets of its subsidiary, the Xinjiang Zhuandong Economic and Technological Development Zone Guhai Hot Spring Co., Ltd. [1] Group 1 - The company announced on October 27 that it plans to lease out assets located in the Guhai Hot Spring scenic area in Jimsar County, Changji Prefecture, Xinjiang [1]

证券代码：300859 证券简称：西域旅游 公告编号：2025-050 西域旅游开发股份有限公司 第七届董事会第十次会议决议公告 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。 一、董事会会议召开情况 西域旅游开发股份有限公司（以下简称"公司"）第七届董事会第十次会 议通知已于2025年10月23日通过书面方式送达全体董事，同时列明了会议的召 开时间、内容和方式。会议于2025年10月27日以通讯表决形式召开，本次会议 应出席董事9人，实际出席董事9人，会议由董事长吕美蓉女士召集并主持，公 司监事和高级管理人员列席了会议。本次会议的召集、召开和表决程序符合《中 华人民共和国公司法》《西域旅游开发股份有限公司章程》和《西域旅游开发 股份有限公司董事会议事规则》等相关规定，会议合法有效。 2025年10月27日 为盘活公司资产，提升公司资产整体运营效率，同意公司将其控股子公司 新疆准东经济技术开发区古海温泉有限责任公司旗下温泉景区整体，包含景区 内温泉资源、洗浴服务设施、餐饮服务场馆、住宿服务楼宇及景区配套土地使 用权资产对外出租。 具体内容详见公司于同日在中国证 ...

证券代码：300859 证券简称：西域旅游 公告编号：2025-051 西域旅游开发股份有限公司 关于拟对外出租资产的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、交易概述 为盘活西域旅游开发股份有限公司（以下简称"公司"）存量资产，提升公 司资产整体运营效率，公司控股子公司新疆准东经济技术开发区古海温泉有限责 任公司（以下简称"温泉公司"）拟将位于新疆昌吉州吉木萨尔县准东经济开发 区古海温泉景区相关资产对外出租。 2025 年 10 月 27 日，公司召开了第七届董事会第十次会议，审议通过了《关 于拟对外出租资产的议案》。根据《公司章程》等相关规定，本次交易及前十二 个月累计对外出租的合同金额在董事会审批权限内，无须提交公司股东大会批准。 本次交易不构成关联交易，亦不构成《上市公司重大资产重组管理办法》规定的 重大资产重组。 公司本次对外出租资产事宜将遵循公开、公平、公正的原则，根据相关规定， 本次出租将通过产权交易机构公开进行，承租方尚不确定。 二、本次交易方情况 公司名称：新疆准东经济技术开发区古海温泉有限责任公司 统一社会信用代码：9165 ...

Core Insights - The tourism and scenic spots sector increased by 0.57% on October 27, with Dalian Shengya leading the gains [1] - The Shanghai Composite Index closed at 3996.94, up 1.18%, while the Shenzhen Component Index closed at 13489.4, up 1.51% [1] Sector Performance - Dalian Shengya (600593) closed at 49.80, up 6.68% with a trading volume of 172,100 shares and a transaction value of 843 million [1] - Other notable performers include: - Tibet Tourism (600749) at 18.58, up 1.75% [1] - Peijiang Co. (002033) at 8.72, up 1.40% [1] - Lingnan Holdings (000524) at 13.81, up 0.95% [1] - Caesar's Rotating Industry (000796) at 6.14, up 0.82% [1] Capital Flow - The tourism and scenic spots sector experienced a net outflow of 77.52 million from institutional investors, while retail investors saw a net inflow of 187 million [2] - Key individual stock capital flows include: - Dalian Shengya with a net inflow of 65.19 million from institutional investors [3] - Caesar's Rotating Industry with a net inflow of 35.32 million from institutional investors [3] - Jiuhua Tourism (661809) with a net inflow of 8.69 million from institutional investors [3]

Group 1 - The company, Xiyu Tourism, reported that as of October 20, the number of shareholders reached 26,164 [1]

Core Insights - In 2025, the Chinese tourism market is entering a new phase of deep differentiation, with intensified consumption stratification and highlighted supply-demand contradictions, shifting the competitive logic from extensive expansion to refined operations [1] Company Performance - Xiyu Tourism reported a third-quarter revenue of 173 million yuan, a year-on-year increase of 4.07%, and a net profit attributable to shareholders of 87.36 million yuan, up 1.65%, demonstrating robust operational strength amid industry fluctuations [1] - The company is focusing on high-quality development in response to the upgraded consumer demand in the tourism sector, emphasizing service as a value interpretation and enhancing its competitive advantage through brand building, service upgrades, and innovative business models [1] Brand Building and Marketing - Xiyu Tourism is leveraging distinctive activities as marketing tools, enhancing brand penetration during key festive periods, and increasing promotional efforts for scenic spots to boost brand awareness and influence [1] - The company organized a series of activities for the National Day and the 70th anniversary of the Xinjiang Uygur Autonomous Region, integrating national sentiment and local culture into the tourism experience [1] Service Quality and Innovation - Continuous improvement in service quality provides a solid guarantee for visitor experience, with Xiyu Tourism focusing on both "hard facilities" and "soft services" to create a high-quality tourism environment [2] - The company is optimizing on-site management processes and conducting special maintenance on core amusement facilities, while also offering one-stop intelligent services through the "Travel Xiyu" digital platform [2] - Xiyu Tourism is innovating its business model by deeply exploring regional cultural values and promoting the integration of "culture + technology + performance," creating immersive experience projects that enhance visitor engagement and cultural appreciation [2] Market Trends - The Xinjiang tourism market has experienced "phenomenal" growth this year, with 210 million tourist visits through online travel agency platforms in the first three quarters, a year-on-year increase of 32.29%, and total transaction volume exceeding 45 billion yuan, up 22.09% [3] - For the winter season, it is expected that online travel agency transaction visits in Xinjiang will reach 70 million, a 33% increase, with transaction amounts projected to hit 12 billion yuan, up 28%, potentially setting a record for winter tourism in Xinjiang [3] - Xiyu Tourism is well-positioned to continue releasing growth potential in the Xinjiang cultural tourism market due to its deep control over regional resources, precise response to consumer demand, and ongoing enhancement of operational capabilities [3]

Group 1 - Sanwang Communication plans to repurchase shares worth 20-40 million yuan for employee stock incentive plans [1] - Ankrui reported a net profit of 192 million yuan for the first three quarters, a year-on-year increase of 21.31% [1] - Taishan Petroleum's net profit for the first three quarters reached 113 million yuan, up 112.32% year-on-year [1] - Zhejiang Xiantong achieved a net profit of 152 million yuan for the first three quarters, a 17.4% increase year-on-year [1] Group 2 - Xuanji Information reported a net loss of 173 million yuan for the first three quarters [1] - Mailande's net profit slightly decreased by 0.07% to 96 million yuan for the first three quarters [1] - Tengjing Technology's subsidiary received a sales order worth 87.61 million yuan [1] Group 3 - Hotgen Biotech's affiliate achieved positive results in Phase Ib clinical trials for the innovative drug SGC001 [1] - Zhongyan Dadi won a bid for a sports project in Beijing worth 74.04 million yuan [1] - Henghui Security's net profit decreased by 12.85% to 81.98 million yuan for the first three quarters [1] Group 4 - Xiongdi Technology's net profit increased by 71.16% to 18.38 million yuan for the first three quarters [1] - Meilixin reported a net loss of 215 million yuan for the first three quarters [1] - Haichen Pharmaceutical's net profit grew by 16.22% to 32.68 million yuan for the first three quarters [1] Group 5 - Qiaoyuan Co. reported a net profit of 181 million yuan for the first three quarters, a 40.54% increase year-on-year [1] - Fuda Co. achieved a net profit of 221 million yuan for the first three quarters, up 83.27% year-on-year [1] - Xianggang Technology's net profit surged by 186.19% to 95.47 million yuan for the first three quarters [1] Group 6 - ST Nanchuan received a restriction order from the court due to a financial dispute [1] - Changyou Technology announced the dismissal of two vice presidents [1] - Haoyuan Automotive received a project confirmation for an automatic parking system worth 576 million yuan [1] Group 7 - Jiuzhou Biotech obtained a medical device registration certificate for a diagnostic kit [1] - Shihua Machinery signed an investment intention letter for a subsidiary's capital increase [1] - Zhuhai Mian Group plans to transfer 100% equity of Gree Real Estate [1] Group 8 - Dalian Heavy Industry reported a net profit of 490 million yuan for the first three quarters, a 23.97% increase year-on-year [1] - Haimeng Data reported a net loss of 75.43 million yuan for the first three quarters [1] - Feilong Co. achieved a net profit of 287 million yuan for the first three quarters, a 7.54% increase year-on-year [1] Group 9 - Kaipu Testing reported a net profit of 57.84 million yuan for the first three quarters, a 3.34% increase year-on-year [1] - Ganyue Express signed a strategic cooperation agreement with a major energy company [1] - Tuoshan Heavy Industry's controlling shareholder plans to reduce its stake by 2.82% [1] Group 10 - Yiatong's shareholder plans to reduce its stake by 1% [1] - Weishi Electronics reported a net profit of 24.29 million yuan for the first three quarters, a 22.59% decrease year-on-year [1] - Shensi Electronics won a bid for a data space construction project worth 161 million yuan [1] Group 11 - Xiechuang Data plans to purchase server assets worth up to 4 billion yuan [1] - Shandong Express's controlling shareholder plans to transfer 7% of its shares [1] - ST Huapeng's subsidiary received a government subsidy of 4.65 million yuan [1] Group 12 - Jieqiang Equipment's shareholder plans to reduce its stake by 1% [1] - China Jushi reported a net profit of 2.568 billion yuan for the first three quarters, a 67.51% increase year-on-year [1] - ST Fanli reported a net loss of 44.78 million yuan for the first three quarters [1] Group 13 - Xiyu Tourism reported a net profit of 98.58 million yuan for the first three quarters, a 14.51% decrease year-on-year [1] - Abison reported a net profit of 185 million yuan for the first three quarters, a 57.33% increase year-on-year [1] - Huayan Precision reported a net profit of 70.76 million yuan for the first three quarters, a 31.07% increase year-on-year [1] Group 14 - Jiangling Motors reported a net profit of 74.9 million yuan for the first three quarters, a 35.76% decrease year-on-year [1]

Core Viewpoint - Xiyu Tourism Development Co., Ltd. reported a modest growth in revenue and net profit for Q3 2025, despite significant increases in operating costs and sales expenses [1]. Financial Performance - The operating revenue for Q3 was approximately 173 million yuan, representing a year-on-year increase of 4.07% [1]. - The net profit attributable to shareholders was about 87.36 million yuan, showing a year-on-year growth of 1.65% [1]. - The net profit after deducting non-recurring items was approximately 86.32 million yuan, with a year-on-year increase of 1.22% [1]. Cost Analysis - Operating costs amounted to around 126 million yuan, reflecting a significant year-on-year increase of 33.93%, primarily due to depreciation, labor, and maintenance costs associated with the Kashgar and Sailake projects [1]. - Sales expenses were approximately 4.33 million yuan, which is a substantial year-on-year increase of 171.11%, attributed to marketing activities during the off-season and promotional efforts for various projects [1]. Other Income - The company reported other operating income of about 117,440 yuan, which is a remarkable year-on-year increase of 631.62%, resulting from the forced scrapping of operational vehicles and disposal of waste materials [1]. Stock Performance - As of the market close on the reporting day, Xiyu Tourism's stock price was 390,900 yuan, down 2.64% [2].