近年来，随着居民生活水平稳步提高，消费观念逐渐转变，像史阿姨这样踏上旅途的"银发背包客"正日 益增多。据中国旅游研究院(文化和旅游部数据中心)测算，截至"十四五"末，我国出游率较高、旅游消 费较多的低龄健康老年人将超过1亿人。 与此同时，政策持续加力推动银发经济发展，自《中共中央 国务院关于深化养老服务改革发展的意 见》发布以来，年内多项政策指向解决银发群体急难愁盼问题。例如，商务部、国铁集团等九单位印发 《关于增开银发旅游列车 促进服务消费发展的行动计划》(以下简称《行动计划》)指出，"扩大服务供 给，积极培育服务消费新增长点，更好满足银发群体旅游服务需求"。 随着政策落地显效，文旅产业与银发经济的融合发展趋势日益显著，"有钱、有闲、有精力"的银发群 体，渐渐成为推动我国旅游市场复苏的重要力量。为进一步释放银发旅游消费需求，近年来，政策面的 支持力度也在不断升级。《证券日报》记者在近日新疆行的调研中深切感受到，银发旅游不再局限 于"老年人出去玩"，而是正在成为服务消费扩容升级的新蓝海，也成为释放内需潜力的生动体现。 银发旅游"新"图景 当最后一缕夕阳沉入帕米尔高原，喀什古城的夜也从一盏盏铜灯里"苏醒"过来。 ...

银发旅游"新"图景 当最后一缕夕阳沉入帕米尔高原，喀什古城的夜也从一盏盏铜灯里"苏醒"过来。在古城深处的买买提大院门前，一对戴着 红色旅行帽的老夫妻正拿着新鲜出炉的羊肉串，摆出大口吃肉的姿势，不远处的同伴迅速举起手机，记录下了这充满烟火气息 的鲜活时刻。 本报记者 杜雨萌 "我也要来一场说走就走的旅行！"9月8日，在新疆喀什香妃园景区入口右侧的"香妃迎宾表演"舞台落座区，从深圳乘着旅 游专列来新疆旅游的史阿姨在接受《证券日报》记者采访时表示，"别看我70多岁，坐火车我选的还是上铺。"此时，是史阿姨 在新疆游玩的第11天，她所参加的新疆中老年旅游团全程共计19天。 近年来，随着居民生活水平稳步提高，消费观念逐渐转变，像史阿姨这样踏上旅途的"银发背包客"正日益增多。据中国旅 游研究院（文化和旅游部数据中心）测算，截至"十四五"末，我国出游率较高、旅游消费较多的低龄健康老年人将超过1亿 人。 与此同时，政策持续加力推动银发经济发展，自《中共中央国务院关于深化养老服务改革发展的意见》发布以来，年内多 项政策指向解决银发群体急难愁盼问题。例如，商务部、国铁集团等九单位印发《关于增开银发旅游列车促进服务消费发展的 行动计 ...

中新网乌鲁木齐9月11日电(任思雨 蒋豪文)九月的新疆，迎来最美的旅游旺季。天南地北的游客汇聚于 此，沉浸于这片土地的自然奇观与人文风情。在众多出行方式中，"坐着火车游新疆"正成为越来越多人 的选择。 近日，记者跟随"坐着高铁看中国·见证新疆发展变迁"采访团，打卡有着"丝绸之路上的移动星级酒 店"之称的"新东方快车"旅游专列。 上车度假下车打卡，行程长达十几天，收费过万却常常一票难求，这趟旅游专列，凭什么能成为新疆旅 游专列的"天花板"？ "新东方快 车"旅游专列。中新网 任思雨 摄 新疆铁路旅游发展集团有限公司旅游事业部党支部书记林闻介绍，每趟"新东方快车"平均接待游客70余 名，会根据旅客的具体报名情况来灵活搭配金钻、银钻、蓝钻的卧铺车厢数量，适配独自旅行、家庭度 假乃至团体出行的多样需求。 "移动的星级酒店" 踏进"新东方快车"车厢，第一印象便是"豪华"。 与普通列车不同，"新东方快车"全列卧铺布局，车厢类型丰富多元：蓝钻双床车厢配备共享淋浴间，银 钻车厢提供大床套房、行政间及亲子房等多种选择；而顶配的金钻大床套房，不仅拥有独立卫浴、超大 观景窗，还贴心设置了书桌、衣柜，俨然一间移动的豪华客房。 穿行在 ...

Core Viewpoint - Huangshan Tourism Development Co., Ltd. reported a 12.70% increase in operating revenue for the first half of 2025, reaching approximately 940 million yuan, despite a slight decrease in net profit attributable to shareholders by 3.87% to around 126.57 million yuan [2][3][9]. Company Overview and Financial Indicators - The company operates in the tourism industry, classified under "N78 Public Facility Management" by the China Securities Regulatory Commission [4]. - The total assets of the company as of the end of the reporting period were approximately 5.74 billion yuan, showing a slight increase of 0.16% compared to the previous year [3]. - The net assets attributable to shareholders were approximately 4.66 billion yuan, a marginal decrease of 0.01% from the previous year [3]. Main Business Analysis - The company reported a significant increase in operating revenue across various segments, with the scenic area business revenue increasing by 40.61% due to a rise in effective ticket purchases and average spending per customer [18]. - The cable car and gondola business saw a revenue increase of 15.19%, attributed to the optimization of resource usage fees [19]. - The hotel business generated approximately 209 million yuan in revenue, reflecting an 8.82% increase [18]. Industry Context - The domestic tourism market showed a steady development trend, with a 20.6% year-on-year increase in domestic travel during the first half of 2025, totaling approximately 3.15 trillion yuan in spending [5][6]. - The tourism industry is positioned as a strategic pillar for economic development, with ongoing policy support and market recovery driving growth [4][5]. Operational Highlights - The company received approximately 2.26 million visitors to Huangshan Scenic Area, marking a 5.82% increase compared to the previous year [9]. - The company implemented targeted marketing strategies, launching high-end customized products and leveraging new media for promotional activities [10][11]. - The company is focused on enhancing service quality and expanding project construction, including the completion of the Tangquan Hotel renovation project [12][13]. Competitive Advantages - Huangshan Scenic Area is recognized as a world cultural and natural heritage site, contributing to its strong market position [16]. - The company has established a robust brand presence in the tourism sector, supported by a skilled workforce and strategic location within the economically vibrant Yangtze River Delta region [16][17].

省政府新闻办举行"支持做优银发旅游列车有关情况"新闻发布会 四川计划到2027年开行不少于200列"熊猫旅游列车" "熊猫专列·什邡号"车厢内部。邹阿江摄 尹奇志提到，《行动方案》将统一打造"熊猫"和"锦绣山河"旅游列车品牌，其中"熊猫旅游列车"是核心 发展目标，计划到2027年开行不少于200列，游客数量不少于6万人次，开行数量和旅客运输量保持全国 第一方阵，成为四川旅游消费的亮丽名片。创新将成都安靖站打造为全国首个银发旅游列车专属始发 站，提升银发旅游列车乘降组织能力。 近年来，旅游列车逐步兴起，服务质量不断提升，受到银发旅客青睐。7月8日，商务厅、文化和旅游 厅、中国铁路成都局集团等相关部门印发了《做优银发旅游列车 促进服务消费发展行动方案》（以下 简称《行动方案》），明确提出：到2027年，力争"熊猫旅游列车"累计开行数量不少于200列，游客数 量不少于6万人次，开行数量和旅客运输量保持全国第一方阵，将银发旅游列车打造成四川旅游消费的 又一张亮丽名片。 如何通过旅游列车丰富旅游供给、增进老年人福祉、扩大服务消费？7月31日，省政府新闻办在成都举 行"支持做优银发旅游列车有关情况"新闻发布会，邀请有关部 ...

Core Insights - The silver tourism market is gaining momentum, with the government promoting the development of industries catering to the elderly, including silver tourism, which is expected to exceed 1 trillion yuan by 2025 [1][2] - The increasing number of specialized trains for elderly travelers reflects a growing trend in this demographic's travel preferences, emphasizing the need for tailored services and experiences [1][2] Group 1: Market Potential - The Chinese tourism research institute predicts that by the end of 2025, the number of younger, healthier elderly individuals who travel frequently will exceed 100 million [1] - The silver tourism revenue is projected to surpass 1 trillion yuan, indicating significant market potential [1] Group 2: Service and Experience - Providing a comfortable and thoughtful travel experience for elderly tourists is crucial, requiring attention to details such as dining, accommodation, and transportation [2] - The need for age-appropriate modifications in train facilities, including sleeping arrangements and medical services, is emphasized to enhance the travel experience for the elderly [1][2]

Core Viewpoint - Sichuan province plans to establish unified "Jinxiu Shanhe" and "Panda" tourism train brands, aiming to operate no less than 200 "Panda tourism trains" by 2027 [1] Group 1: Supply Expansion and Service Improvement - Sichuan will enhance the supply and expand the network of tourism train routes, increasing the frequency, density, and coverage of senior tourism trains [1] - The province aims to create a unified brand with a focus on "quality, comfort, and inclusiveness" to cater to different senior consumer needs [1] - A market-oriented operation mechanism will be developed, promoting collaboration among railway groups, investment entities, and operational bodies to support investment in senior tourism train modifications [1] Group 2: Senior-Friendly Modifications - The province will optimize carriage layouts and increase senior-friendly facilities based on the needs of the elderly [2] - Scenic spots will undergo modifications to be more senior-friendly, aligning with the "strong foundation and renewal" initiative for tourist attractions [2] - Operators will be encouraged to provide senior-friendly services and collaborate with local public transport units to offer exclusive optimized transfer services for senior travelers [2] Group 3: Diverse Empowerment and Support - Sichuan will enrich the supply of cultural and tourism services on trains, including local delicacies, time-honored brands, intangible cultural heritage skills, and local performance teams [2] - The province plans to enhance medical and wellness services on senior tourism trains, exploring the provision of health service teams on board, with the possibility of insurance reimbursement for medical expenses incurred during travel [2] - Policy support will be strengthened, aiming to include senior tourism train modification projects in large-scale equipment renewal support, along with benefits in new consumption scenarios, train operations, and credit insurance [2]

Core Viewpoint - The Sichuan Provincial Government has officially issued the "Action Plan for Optimizing Silver-haired Tourism Train to Promote Service Consumption Development," aiming to enhance tourism services for the elderly and boost local tourism consumption by 2027 [1] Group 1: Action Plan Goals - By 2027, the plan aims for the "Panda Tourism Train" to operate at least 200 trains cumulatively [1] - The target is to attract no less than 60,000 tourists, maintaining a leading position in both train operation numbers and passenger transport volume nationally [1] - The initiative seeks to establish the silver-haired tourism train as a prominent symbol of Sichuan's tourism consumption [1]

Core Viewpoint - The potential of the senior travel market is being further explored, with Ctrip launching its first offline flagship store "Ctrip Old Friends Club" specifically designed for the elderly travel demographic [1][2]. Group 1: Market Insights - Ctrip's "Old Friends Club" has over 3 million members, indicating a strong interest in senior travel [2]. - The flagship store aims to address the needs of older travelers who prefer face-to-face consultations and direct experiences over online bookings [2]. - The senior travel market is projected to exceed 1 trillion yuan in revenue by 2025, with Shanghai being a key city due to its high aging population [2][3]. Group 2: Product Offerings - The store offers tailored travel packages for the 50+ demographic, including six themed travel groups: "In the Picture Series," "Dance and Song Series," "Research Series," "Light and Shadow Series," "Wellness Series," and "Secret Realm Series" [1]. - Ctrip plans to recruit "Travel Guardians" to enhance the travel experience by providing services such as photography and entertainment during trips [1]. Group 3: Competitive Landscape - Other companies like Tongcheng Travel and Spring Airlines are also expanding their offerings in the senior travel market, indicating a growing competitive landscape [2]. - Specialized agencies like Zhongxing International Travel Agency are focusing on the senior travel niche, further highlighting the market's potential [2]. Group 4: Challenges - The senior travel market faces challenges such as age restrictions on certain travel routes, inadequate facilities for elderly travelers, and a lack of medical and care personnel during trips [3].

Group 1: Ctrip's Senior Travel Initiative - Ctrip has opened its first "Old Friends Club" flagship store in Shanghai, targeting individuals aged 50 and above with one-stop travel services [1] - The senior population in China is projected to exceed 100 million by 2025, with the silver travel market expected to reach trillions in revenue [1] - Ctrip's "Old Friends Club" has accumulated over 3 million members and plans to expand its presence in major cities and resource-rich second and third-tier cities [1] Group 2: Summer Box Office Performance - The summer box office for 2025 has surpassed 1.5 billion yuan, indicating a resurgence in the cultural and entertainment market [2] - Major films such as "Mission: Impossible 8," "Sauce Garden Case," and "How to Train Your Dragon" are leading the box office [2] - Future growth in box office revenue will depend on word-of-mouth and the quality of content released during the summer [2] Group 3: Amazon and Pop Mart Anti-Counterfeiting Collaboration - Amazon's global anti-counterfeiting team has partnered with Pop Mart to combat counterfeit products, seizing over 700 fake LABUBU keychains [3] - This collaboration highlights the international trend of IP protection and enhances brand credibility for Pop Mart in overseas markets [3] - The partnership serves as a model for Chinese original brands aiming to expand globally [3] Group 4: Domestic Flight Booking Trends - Domestic flight bookings for July are nearing 17.9 million, reflecting a year-on-year growth of approximately 5% [4] - International flight bookings have exceeded 7.74 million, with a year-on-year increase of about 14% [4] - The growth in flight bookings indicates a recovery in travel confidence, particularly in the international tourism market [4]