旅游产业复苏
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古巴庆祝国家旅游日
Shang Wu Bu Wang Zhan· 2025-11-26 16:20
古巴拉美通讯社11月20日报道,古巴当日庆祝国家旅游日。古巴旅游部通 过官方渠道向行业从业者致贺,强调旅游业对古巴经济文化的核心价值,称旅 游业不仅是经济引擎,更是连接全球文化的桥梁,并指出古巴今年已见证该产 业强劲复苏与持续增长,彰显了国家的韧性与热情。古巴已做好准备以独特的 历史文化资源及热情服务迎接各国游客,提供纯正旅行体验。 (原标题:古巴庆祝国家旅游日) ...
大消费行业周报(8月第5周):在线旅游行业龙头中报业绩稳健增长-20250901
Century Securities· 2025-09-01 00:39
Investment Rating - The report suggests a positive outlook for the online travel industry, particularly for leading companies like Ctrip and Tongcheng, which have shown steady growth in their mid-year reports [1][2]. Core Insights - The online travel industry is experiencing a robust recovery, with Tongcheng's revenue growing by 10% year-on-year in Q2 2025 and Ctrip's revenue increasing by 16.2% in the same period. Both companies maintained stable growth rates compared to Q1 2025, with notable performance in international business [1][2]. - Domestic tourism is on the rise, with the Ministry of Culture and Tourism reporting 5.62 billion domestic trips in 2024, a 14.8% increase year-on-year, and total spending of 5.8 trillion yuan, up 17.1% [1][2]. - The Guangdong provincial government plans to launch a "Golden Autumn Cultural Tourism Consumption Season" on September 12, 2025, with a budget of 20 million yuan for issuing tourism consumption vouchers, which is expected to stimulate local tourism and related industries [1][2]. Summary by Sections Market Weekly Review - The consumer sector saw mixed performance, with retail, food and beverage, and social services showing positive growth, while beauty care, home appliances, and textile and apparel sectors experienced declines [1][2]. - Notable stock performances included Wanchen Group (+41.10%) and Jiaheng Home Care (+55.37%), while West China Animal Husbandry (-5.88%) and Gree (-8.30%) faced declines [1][2]. Industry News and Key Company Announcements - The report highlights significant announcements from various companies, including Taiping Bird's revenue decline of 7.86% and Shanghai Jahwa's revenue growth of 4.75% in the first half of 2025 [1][2]. - Noteworthy is the performance of companies like Nongfu Spring, which reported a 15.6% increase in revenue, and Youyou Food, which saw a 45.59% rise in revenue [1][2].