对话复星旅文CEO鲍将军：冰雪项目“有竞争才有市场”

Core Viewpoint - The ice and snow economy is rapidly emerging in southern China, exemplified by the launch of the second phase of the Taicang Alps International Resort, which aims to create a comprehensive ice and snow-themed vacation destination with a total investment of approximately 5 billion yuan [1][3] Investment and Project Development - The second phase of the Taicang Alps project is a significant investment following the successful opening of the first phase, which has already attracted over 1 million visitors since its launch in October 2023 [1][3] - The first phase includes a ski resort, a Club Med resort, and a commercial street, while the second phase will feature the world's largest indoor snow park and two international hotels focused on ice and snow themes [1][3] Market Dynamics and Competitive Landscape - The ice and snow economy is gaining momentum, particularly in southern provinces like Jiangsu and Zhejiang, which have seen a rise in the number of ski resorts [3] - The Taicang Alps project faces competition from other major indoor ski facilities, such as the Shanghai Lingang Yao Snow World, which emphasizes the importance of competition in attracting more visitors to the ice and snow activities [4] Strategic Direction of the Company - Following its delisting from the Hong Kong Stock Exchange, the company is focusing on a light asset operation model to enhance flexibility and accelerate growth [2][6] - The company aims to develop three main areas: destination resorts, urban vacation projects, and super comprehensive vacation projects, with a focus on rapid expansion in urban vacation hotels [6][7] Future Growth Potential - The company believes that the indoor snow park can cater to a wide range of customers, providing opportunities for beginners and enthusiasts alike, thus indicating significant growth potential in this sector [5] - The second phase of the Taicang project is expected to have a strong spillover effect, attracting visitors from further regions, including Russia and Southeast Asia, due to its unique offerings [5]