冰雪旅游迎政策催化 “冷资源”正加速转变为“热经济”(附概念股)

Group 1: Industry Overview - The "Ice and Snow Tourism High-Quality Development Three-Year Action Plan (2025-2027)" aims to cultivate 10 provincial-level ski tourism resorts and create over 10 premium ice and snow tourism routes, with a target of exceeding 260 million annual visitors and generating over 250 billion yuan in revenue by 2027 [1] - The ice and snow economy is emerging as a significant force in China's economic development, driven by the success of the Beijing Winter Olympics and the expansion of ice and snow sports across the country [1][2] - The ice and snow industry in China is projected to grow from 270 billion yuan in 2015 to 980 billion yuan in 2024, with expectations to surpass 1 trillion yuan by 2025 [3] Group 2: Regional Developments - Various regions are implementing their "14th Five-Year Plan" to accelerate the development of the ice and snow economy, with initiatives including the construction of ice and snow sports venues and the cultivation of high-level talent [2] - Jilin Province has launched a 1 billion yuan ice and snow consumption voucher program to stimulate tourism and local spending [1][2] Group 3: Company Highlights - Anta Sports has introduced the "Heat Current 3rd Generation" technology in its ski apparel, targeting outdoor skiing enthusiasts and the general market [4] - Bosideng has been involved in multiple polar expeditions and has launched a collaboration with Harbin City to integrate ice and snow economy with national cultural trends [4] - Fosun Tourism Culture's Club Med Taicang offers an all-inclusive model for family ice and snow trips, providing a comprehensive experience that includes skiing lessons, accommodation, and dining [5]