证券代码：600593 证券简称：大连圣亚 公告编号：2025-068 大连圣亚旅游控股股份有限公司 关于股东所持股份被解除轮候冻结的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 磐京股权投资基金管理（上海）有限公司（以下简称"磐京基金"）持有 大连圣亚旅游控股股份有限公司（以下简称"公司"）无限售流通股18,251,573 股，占公司总股本的13.99%。磐京基金本次被解除轮候冻结的股份数量为 18,251,573股，占公司总股本的13.99%，占其所直接持有公司股份总数的100%。 磐京股权投资基金管理（上海）有限公司-磐京稳赢6号私募证券投资基 金（以下简称"磐京稳赢6号"）持有公司无限售流通股6,768,040股，占公司总股 本的5.19%。磐京稳赢6号本次被解除轮候冻结的股份数量为6,768,040股，占公司 总股本的5.19%，占其所直接持有公司股份总数的100%。 一、本次被解除轮候冻结股份原被冻结的基本情况 磐京基金所持有的公司无限售流通股18,251,573股、磐京稳赢6号所持有的公 ...

截至发稿，大连圣亚市值为59亿元。 每经头条（nbdtoutiao）——秒光、售罄！银行大额存单成稀缺资源，2%以上产品很难抢，有的门槛高 达1000万元！专家：存款利率或长期下行 每经AI快讯，大连圣亚（SH 600593，收盘价：45.17元）12月5日晚间发布公告称，磐京股权投资基金 管理（上海）有限公司（以下简称"磐京基金"）持有大连圣亚旅游控股股份有限公司（以下简称"公 司"）无限售流通股18,251,573股，占公司总股本的13.99%。磐京基金本次被解除轮候冻结的股份数量 为18,251,573股，占公司总股本的13.99%，占其所直接持有公司股份总数的100%。磐京股权投资基金管 理（上海）有限公司-磐京稳赢6号私募证券投资基金（以下简称"磐京稳赢6号"）持有公司无限售流通 股6,768,040股，占公司总股本的5.19%。磐京稳赢6号本次被解除轮候冻结的股份数量为6,768,040股， 占公司总股本的5.19%，占其所直接持有公司股份总数的100%。截至本公告披露日，股东磐京股权投资 基金管理有限公司累计被冻结股份18251573，占公司总股本的13.99%。 （记者 曾健辉） 2024年1 ...

Investment Rating - The industry rating is "Outperform the Market" [8] Core Insights - The report highlights a K-shaped consumption trend, emphasizing the importance of high-end and cost-effective products in the beauty sector. Online sales in the beauty industry for the first ten months of 2025 reached approximately 217.08 billion yuan, with a year-on-year growth rate of 6.1% [2][27] - The retail and trendy toy sectors are expected to see a recovery in high-end department store traffic due to the K-shaped consumption trend and the upcoming consumption peak season [3] - The tourism sector is focusing on Hainan's duty-free and tourism company mergers and acquisitions, with domestic travel increasing by 18.0% year-on-year in the first three quarters of 2025 [5][42] - The gold and jewelry sector is showing resilience in consumer demand despite tax policy changes, with major brands maintaining strong sales growth [6][49] - The restaurant industry is witnessing a divide, with growth potential in specific segments, particularly for leading brands like Yum China and Xiaocaiyuan [6][51] Summary by Sections Trendy Toys - Online sales in the trendy toy sector for the first ten months of 2025 reached approximately 664.43 million yuan, with a year-on-year growth rate of 65% [4][13] Beauty - Online sales in the beauty sector for the first ten months of 2025 reached approximately 217.08 billion yuan, with a year-on-year growth rate of 6.1% [2][27] Duty-Free and Tourism - The new duty-free shopping policy in Hainan is expected to stimulate consumer spending, with a significant increase in shopping amounts and visitor numbers [34][39] - Domestic travel numbers reached 4.998 billion in the first three quarters of 2025, a year-on-year increase of 18.0% [42] Gold and Jewelry - Following the new tax policy, the price of gold jewelry has increased, but consumer demand remains strong, with major brands reporting significant sales growth [6][49] Restaurant - The restaurant sector is seeing a split, with growth in specific segments. Yum China's same-store sales improved by 1% year-on-year in Q3 2025, and Xiaocaiyuan is expanding rapidly [6][51][62]

证券之星消息，12月2日旅游及景区板块较上一交易日上涨0.24%，三峡旅游领涨。当日上证指数报收于 3897.71，下跌0.42%。深证成指报收于13056.7，下跌0.68%。旅游及景区板块个股涨跌见下表： 从资金流向上来看，当日旅游及景区板块主力资金净流出2.52亿元，游资资金净流入4486.38万元，散户 资金净流入2.07亿元。旅游及景区板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 658000 | 西域旅游 | 3987.44万 | 13.40% | -344.70万 | -1.16% | -3642.74万 | -12.24% | | 600593 | 大连圣亚 | 3208.36万 | 4.98% | 927.10万 | 1.44% | -4135.47万 | -6.42% | | 6602099 | 长自山 | 1610.69万 | 2.21% | -208.58万 | -0 ...

南方财经12月2日电，冰雪产业板块短线拉升，冰山冷热直线涨停，晶雪节能涨超5%，大连圣亚、雪人 集团、长白山跟涨。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000888 | 峨眉山Ａ | 14.16 | 10.02% | 50.09万 | 7.09亿 | | 603099 | 长自山 | 50.59 | 5.02% | 12.94万 | 6.42亿 | | 002627 | 三峡旅游 | 6.77 | 3.83% | 29.32万 | 1.98 Z | | 600593 | 大连圣亚 | 48.76 | 3.48% | 11.09万 | 5.33 乙 | | 002059 | 云南旅游 | 5.82 | 3.19% | 55.05万 | 3.20亿 | | 300144 | 宋城演艺 | 8.10 | 2.53% | 38.07万 | 3.07亿 | | 000796 | 凯撒旋业 | 7.10 | 2.45% | 105.30万 | 7.46 Z | | 000610 | 西安旅游 | 12.76 | 2.41% | 18.48万 | 2.35亿 | | 000558 | 天府文旅 | 6.05 | ...

Core Insights - The tourism and scenic spots sector increased by 0.46% on November 28, with Caesar Travel leading the gains [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] Sector Performance - Caesar Travel (Code: 000796) closed at 6.93, up 3.74% with a trading volume of 992,900 shares and a transaction value of 676 million yuan [1] - Other notable performers included: - Three Gorges Tourism (Code: 002627) at 6.52, up 2.19% [1] - SanTe Cableway (Code: 002159) at 15.58, up 1.50% [1] - Western Region Tourism (Code: 300859) at 36.16, up 1.49% [1] - Tianfu Cultural Tourism (Code: 000558) at 5.91, up 1.37% [1] Decliners - Yunnan Tourism (Code: 002059) closed at 5.64, down 2.42% with a trading volume of 593,000 shares and a transaction value of 331 million yuan [2] - Other notable decliners included: - Xi'an Tourism (Code: 000610) at 12.46, down 2.35% [2] - Qujiang Cultural Tourism (Code: 600706) at 10.91, down 1.45% [2] Capital Flow - The tourism and scenic spots sector experienced a net outflow of 57.08 million yuan from main funds, with retail investors contributing a net inflow of 101 million yuan [2]

Group 1 - The core viewpoint of the news is that Dalian Shengya's stock has shown significant fluctuations, with a year-to-date increase of 34.10% but a recent decline of 9.49% over the last five trading days [1] - As of November 25, Dalian Shengya's stock price was 48.65 CNY per share, with a total market capitalization of 6.346 billion CNY [1] - The company has experienced a net outflow of main funds amounting to 10.86 million CNY, with large orders showing a buy of 45.16 million CNY and a sell of 51.96 million CNY [1] Group 2 - Dalian Shengya's main business revenue composition includes 80.33% from scenic area operations, 13.69% from commercial operations, 3.34% from hotel operations, and 2.62% from animal operations [1] - As of September 30, the number of shareholders decreased by 17.26% to 23,100, while the average circulating shares per person increased by 20.86% to 5,576 shares [2] - For the period from January to September 2025, Dalian Shengya reported a revenue of 429 million CNY, a year-on-year increase of 0.38%, while the net profit attributable to the parent company was 65.97 million CNY, a decrease of 37.27% year-on-year [2] Group 3 - Since its A-share listing, Dalian Shengya has distributed a total of 55.20 million CNY in dividends, with no dividends paid in the last three years [3]

Core Viewpoint - The tourism and scenic spots sector experienced a rise of 1.32% on November 24, with Tianfu Culture and Tourism leading the gains [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3836.77, up 0.05%, while the Shenzhen Component Index closed at 12585.08, up 0.37% [1] - Key stocks in the tourism sector showed significant increases, with Tianfu Culture and Tourism rising by 4.55% to a closing price of 5.51 [1] Group 2: Stock Performance - Notable performers included: - Tianfu Culture and Tourism (000558): 5.51, +4.55%, 844,600 shares traded, 463 million yuan turnover [1] - Zhongxin Tourism (002707): 6.97, +3.41%, 220,200 shares traded, 152 million yuan turnover [1] - Qujiang Culture and Tourism (600706): 10.60, +3.11%, 101,500 shares traded, 107 million yuan turnover [1] - Conversely, Caesar Travel (000796) saw a decline of 6.69% to 6.69, with a trading volume of 1,428,100 shares and a turnover of 973 million yuan [2] Group 3: Capital Flow - The tourism and scenic spots sector experienced a net outflow of 40.05 million yuan from institutional investors, while retail investors saw a net inflow of 105 million yuan [2] - Specific stock capital flows indicated: - Tianfu Culture and Tourism: -30.41 million yuan from institutional investors [3] - Zhongxin Tourism: +13.34 million yuan from institutional investors [3] - Yunnan Tourism (002059): +10.78 million yuan from institutional investors, but -33.39 million yuan from retail investors [3]

行 华福证券 行 业 定 期 报 告 海南离岛免税政策方面，本周财政部等国家部委研究制定并出台 《公告》，为激发海南消费市场潜能注入新动力、拓展新空间，核心 包括品类拓展等利好政策，关注四季度海南封关主线下中国中免等海 南免税运营商。旅游标的方面，2025 年前三季度，国内居民出游人次 49.98 亿，比上年同期增加 7.61 亿，同比增长 18.0%，旅游出行 beta 不断向好，建议关注四季度冰雪游旺季公司长白山、大连圣亚，以及 拥有收并购预期的头部公司祥源文旅、西域旅游等。 黄金珠宝：税收新政落地，长期有望推动行业合规发展。 黄金税收新政发布后，针对黄金首饰产品，从上海金交所采购标 准黄金的增值税进项税抵扣额从 13%下降至 6%，企业税负成本增加， 预计成本压力将传导至终端，导致首饰产品价格提升。我们估计价格 变动短期将影响终端克重产品销售，长期看民众对高金价逐步接受后 终端消费有望回补，且水贝等渠道销售有望向合规金店转移。建议关 注一口价产品占比高的老铺黄金，公司产品价格相对稳定，金价持续 上行受益；其他建议关注潮宏基、菜百股份。 餐饮：关注具备成长动能的细分赛道龙头。 餐饮板块分化延续，看好具备成 ...