Di Yi Cai Jing·2025-11-04 11:32Core Insights - The recent drop in temperatures has led to a surge in interest in the ice and snow economy, with related stocks experiencing significant price increases [2] - The ice and snow tourism season has officially begun, attracting attention from investors and travelers alike [2] Group 1: Stock Performance - On November 4, ice and snow concept stocks saw collective gains, with notable increases such as Jingxue Energy rising by 13.49% and Dalian Shengya reaching a peak of 62.14 yuan per share [2] - Other companies like Xue Ren Group and Bing Shan Cold Chain also experienced significant stock price increases, with Xue Ren Group hitting a daily limit up [2] Group 2: Tourism Trends - Major cities like Harbin, Beijing, and Changchun are leading in ice and snow tourism bookings, with Harbin's flight bookings increasing by 23% year-on-year [3] - The demographic of travelers is shifting, with individuals born in the 1990s and 2000s making up nearly 50% of bookings, particularly favoring challenging winter sports [3][4] Group 3: Regional Travel Patterns - Southern tourists are increasingly traveling north for snow experiences, while northern tourists are heading south to escape the cold, with significant growth in bookings for southern warm winter destinations [3][4] - Platforms like Tujia report a 20% year-on-year increase in bookings for southern provinces, with a notable rise in long-term stays [4]