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去年“躁动”的旅游演艺,为什么今年熄火了?
3 6 Ke· 2025-09-24 03:12
Core Insights - The core viewpoint of the articles indicates that the tourism performance of listed companies, particularly in the performing arts sector, is under significant pressure, with many companies reporting declines in revenue and net profit compared to previous years [1][2][3]. Group 1: Company Performance - Songcheng Performance reported a revenue of 1.08 billion yuan, a year-on-year decrease of 8.3%, and a net profit of 400 million yuan, down 27.4% [2][3]. - The company's main revenue sources are live performance and tourism services, with the performance business accounting for over 80% of its revenue [2]. - Among the nine subsidiaries involved in live performances, major projects in Hangzhou, Lijiang, and Guangdong saw revenue declines of 0.48%, 12.06%, and 12.96% respectively, while Zhangjiajie saw its revenue halved [3][4]. Group 2: Industry Trends - The tourism performing arts sector is experiencing a bottleneck, with many companies facing significant operational challenges and declining visitor numbers [1][6]. - Other listed companies in the tourism performing arts sector, such as Lijiang Co. and Fengshang Culture, also reported substantial revenue declines of 14.47% and 35.01% respectively [4][5]. - The overall trend indicates a shift in consumer behavior towards more cost-effective and interactive experiences, leading to a decline in traditional large-scale performances [10][11]. Group 3: Market Dynamics - The tourism performing arts industry has become a "money-burning machine," with high operational costs and long return periods making it difficult for many projects to achieve profitability [19]. - The market is seeing a rise in smaller, interactive, and immersive performance formats that are more adaptable and have clearer return cycles [15][19]. - Newer projects are focusing on unique storytelling and cultural depth to attract audiences, contrasting with the traditional models that have become less appealing [13][19].