7月13日，南都记者获悉，日前云南印发《云南省进一步加强旅游市场诚信建设10条措施》，针对"不合 理低价游""一对一"恶意尾随、"包厢式"推销商品、欺客宰客、强制购物等违法违规行为列出应对举 措。南都此前曾报道云南导游"训话"式引导游客购物等乱象，有业内人士分析，当地部分旅行社同质化 严重，在没有核心竞争力的条件下，只得靠"低价"诱客、凭"宰客"盈利。 日前，云南省人民政府办公厅发布通知称，8月12日起，《云南省进一步加强旅游市场诚信建设10条措 施》（下称《措施》）将施行。 《措施》明确，对组织或承接"不合理低价游"，有欺客宰客、强制购物等违法违规行为的旅游市场经营 主体，依法依规严肃查处。对承接"不合理低价游"、虚假宣传、强制诱导购物、威胁辱骂、滞客甩团、 获取不正当利益、擅自变更行程或增加自费项目、额外收费等违法违规行为的导游，依法依规严肃查 处。受到吊销导游证行政处罚的，不得再次申领导游证，依法认定为严重失信主体。 此外，针对以团队游客为主要经营对象，采取"一对一"恶意尾随、"包厢式"推销商品、限制游客自由活 动、诱导洗脑、强迫威胁等严重侵害消费者权益、破坏公平竞争秩序和扰乱市场秩序行为的购物店及其 ...

以下文章来源于RimeData 来觅数据 ，作者来觅研究院 RimeData 来觅数据 . 全面的一级市场数据平台 ⌜ 投融概况 ⌟ 1.具身智能 ： 07月08日消息， 它石智航 近日完成1.22亿美元天使+轮融资。本轮融资由美团领投，临港科创投、国汽投资、赛富投资基金、碧鸿投 资、襄禾资本、线性资本、建发新兴投资、重庆钧山投资管理咨询有限公司共同参与。融资将用于打造具身数字引擎Human-Centric等全栈技术体 系，拓展生态与场景资源，并已启动全球顶尖人才招募计划。据了解，它 石智航是一家由AI驱动的具身智能技术公司，具备具身智能大模型能力、 本体研发能力和软硬一体产品量产能力。 2. 旅行社 ： 07月07日消息， 共比邻 宣布完成超1亿美元A轮融资 。本轮融资由概念资本领投。共比邻是一个专为退休人士提供聚会、旅游、演出服务的 平台。提供打通线上和线下的O2O服务，希望同时解决线下旅行社服务能力不足、线上OTA平台预订复杂且信息难以分辨等问题。致力于打造物理世界中 的通用智能体，实现机器人赋能千行百业的愿景。此次融资将进一步提升其服务能力，推动中老年社交与生活服务的创新发展。 3. 人形机器人 ： ...

"老子带了10年的团，手里面从来没有过一只漏网之鱼"、放言"不允许未购买翡翠、中药的游客上 车"、"不消费就不让走"……随着文旅市场日益活跃，强制消费问题再次凸显，成为监管重点。 日前，文化和旅游部（下称"文旅部"）公布了新一批旅游市场强制消费问题典型案例。此次公布案例共 16宗，不少案例指向了旅行社低价恶性竞争，强制消费的问题。值得一提的是，有多宗与通过新媒体平 台线上揽客相关。 据悉，2025年上半年，全国共出动文化市场综合执法人员14.2万余人次，检查经营单位5万余家次，办 结案件1600余个。 这些违规案例中的强制购物手段也是花样百出。 比如2025年2月，松某某在导游证已被注销的情况下，提供导游服务并于行程中在旅游大巴车上向游客 发表"你不要觉得你能浑水摸鱼""老子带了10年的团，手里面从来没有过一只漏网之鱼"等言语强迫游客 参加购物活动，并向游客兜售物品。 低价团是强制消费"重灾区" 16宗案例中，强制购物成为低价团核心乱象，11宗案例与低价旅游团相关。涉事旅行社普遍以"零团 费"或低于成本价揽客，通过安排购物获取高额回扣填补亏损。 如2025年4月，厦门鹭之旅旅行社有限公司接待14名游客参加"福 ...

应对出境游风险，需推动保险产品与服务的针对性升级。 近日，"中国旅行团在意大利被洗劫一空"的消息引发舆论广发关注。 7月11日，受害者金先生在接受21世纪经济报道记者采访时透露，旅行团一车人下车吃饭不过二十分 钟，回来时发现大巴车门被暴力撬开，行李财物已消失无踪，其中不乏劳力士手表这样的贵重物品，损 失惨重。 此并非孤例。早在今年2月5日和6月24日，中国驻意大利佛罗伦萨总领馆就已预警，罗马、佛罗伦萨等 地频发中国旅行团集体失窃事件，提醒游客注意个人财物安全。 如今暑期出境旅游热度持续攀升。航旅纵横大数据显示，截至7月2日，国内出入境航线机票预订量超 543万张，同比增长约10%。途牛发布的《2025暑期出游趋势预测》显示，意大利、英国、法国等欧洲 国家仍是预订热度最高的目的地。 但近年来，盗抢案件、翻车撞车、潜水溺亡等中国公民在海外安全事件时有发生。中国旅游研究院发布 的《2024年中国旅游者出境满意度研究报告》显示，未来，安全感知提升已成为出境游客满意度持续改 善的关键挑战。欧洲游的"滤镜"被渐渐撕碎，跨国旅行风险引发担忧。 谁打开了风险的"方便之门"？ 社交平台上的"种草"、翻译机器的迭代、免签政策的出 ...

在国内，迟鱼经历了两次考研失败。在无人托举的情况下，她先工作积攒资金和人脉，而后奔赴瑞典攻读人类学硕士。在北欧学习和生活期 间，她发现这里藏着太多还未被充分挖掘的人文旅游资源。 同时，迟鱼敏锐捕捉到北欧旅游市场的缺口："北欧大部分旅游团安排的行程无法满足人们对深度文旅体验的需求。"于是她组建了一支12人团 队开启北欧深度文旅体验项目，并创建了自己的文旅品牌EXP指北指南。 为了满足不同游客的需求，项目设置了三种体验模式：一是农场沉浸式体验；二是主题旅行团；三是私人定制线路。 服务模式上，他们采用"Host"理念，Host以朋友的身份陪伴游客，可以带游客深度体验当地生活，前往本地人下班常去的地方，安排去本地家 庭住宿。 这种差异化体验获得了市场的青睐，项目启动一年便营收百万。 再比如，迟鱼发布了团队成员招募帖，并阐述了自身品牌理念，陆续收获了50多条求职私信。 这些反馈让她看到，有不少人愿意为她的创业项目付费，也有不少人愿意加入她的创业团队，这使得她对自己的创业项目更添信心。 二是结识资源丰富的本地生活者。 在这半年里，迟鱼频繁出入各类场所，不断探索周边优质的文旅体验项目，积极与相关行业人员进行沟通。 市场调研 ...

Group 1 - The Ministry of Culture and Tourism announced the first batch of typical dishonest behaviors in the tourism market, aiming to enhance the integrity level and optimize the tourism consumption environment [4][5][6] - The emergency response for flood control in Yibin, Sichuan, was activated, with over 8,000 people safely relocated due to severe weather conditions [2][3] - Hangzhou Yuanjing International Travel Agency was awarded as one of the "Top 100 Travel Agencies in Zhejiang Province," highlighting its excellence in service and talent [4] Group 2 - The Ministry's announcement includes specific cases of serious dishonest behaviors by various travel agencies, detailing violations such as failure to pay rental fees and unauthorized changes to travel itineraries [5][6] - The report emphasizes the importance of compliance with the "Cultural and Tourism Market Credit Management Regulations" implemented in 2022, which has led to improved market order [4][5] - The recognition of quality travel service providers aims to foster a competitive and trustworthy tourism industry [4][7]

Core Insights - In the first half of 2025, 55 listed companies in the cultural tourism sector were analyzed, with 31 experiencing an increase in market value and 24 seeing a decline [3][18] - The highest market value increases were recorded by Wanda Hotel Development at 173.65%, Feiyang Group at 140.7%, and Jinma Amusement at 92.68% [3][4] - Conversely, the largest declines were seen in Lujing Technology at -48.03%, Lingnan Holdings at -43.34%, and Yingxin Development at -26.03% [6][7] Market Value Changes - As of June 30, 2025, the total market value of Wanda Hotel Development was 2.699 billion, while Feiyang Group and Jinma Amusement had market values of 0.126 billion and 4.521 billion respectively [4][7] - Ctrip led the market with a total value of 274.37 billion, followed by China Duty Free at 124.57 billion and Huazhu at 74.53 billion [8][9] - The overall market value of the remaining 52 companies was 390 billion, indicating a significant concentration of value among the top three companies [8] Sector Performance - The cultural tourism sector showed a mixed performance, with scenic area companies generally performing well, such as Haichang Ocean Park with a 39.1% increase and Zhangjiajie with a 28.55% increase [12][13] - Hotel companies also showed varied results, with Huazhu leading at 745.31 billion, while Atour saw a 20.41% increase [14][15] - Online travel companies experienced declines, with Ctrip and Tuniu dropping by 14.94% and 17.79% respectively, while Tongcheng saw a modest increase of 6.08% [16][17] Company-Specific Developments - Wanda Hotel Development's significant increase in market value was attributed to the sale of its subsidiary Wanda Hotel Management for 2.5 billion, which is expected to improve its financial structure [6][7] - Lujing Technology's decline was linked to negative media coverage regarding its management capabilities in scenic area operations [7][8] - The overall performance of cultural tourism companies reflects ongoing operational pressures, with some companies like Fosun Tourism Culture delisting from the Hong Kong stock market [18][19]

Core Viewpoint - The tourism industry is facing severe "involution," necessitating self-rescue by companies as highlighted by industry leaders [2][6] Group 1: Industry Challenges - The central government has emphasized the need to combat low-price disorderly competition and improve product quality in the tourism sector [2][6] - The phenomenon of "involution" manifests through homogeneous competition across various dimensions, including products, pricing, and marketing [2][4] - Price competition has escalated to a point where many companies engage in "loss-leader" strategies, leading to a decline in service quality [4][5] Group 2: Market Dynamics - The number of travel agencies has increased significantly, from 56,275 in 2023 to 64,616 in 2024, while revenue growth has not kept pace, indicating a supply-demand imbalance [6][7] - The average revenue for travel agencies rose from 4,442.7 billion yuan in 2023 to 5,657.7 billion yuan in 2024, but profits remained relatively stagnant [6][7] Group 3: Consumer Behavior - Tourists are increasingly seeking personalized and thematic travel experiences, yet the market lacks sufficient offerings to meet these demands [7][8] - The rise of free travel has pressured traditional group tours, which are often unable to adapt to changing consumer preferences [6][9] Group 4: Innovation and Competition - Many companies are hesitant to innovate due to tight cash flow and declining profits, leading to a reliance on low-cost strategies [7][8] - The lack of copyright protection for travel products exacerbates the issue, as successful innovations are easily replicated by competitors [7][8] Group 5: Recommendations for Improvement - Experts suggest that the tourism industry needs reforms in technology, sales channels, and personnel training to create a fair and orderly market environment [10][11] - Enhancing service quality through employee training and establishing a reward system for high service standards is crucial for improving customer satisfaction [10][11]

凯撒同盛发展股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 重要内容提示： 投资者注意投资风险。 一、诉讼案件的基本情况 上海理朝投资管理中心(有限合伙)损害公司利益责任纠纷案件 公司、海南同盛世嘉免税集团有限公司共同签署《海南同盛世嘉免税集团有限公 司增资协议》。在协议履行过程中发生纠纷，上海理朝向海南省第一中级人民法 院提起诉讼。具体内容详情见公司已对外披露《关于累计诉讼、仲裁的公告》 （公 告编号 2024-030）。 号 2024-098），海南省第一中级人民法院《民事判决书》（2023）琼 96 民初 857 号作出判决：驳回原告上海理朝投资管理中心（有限合伙）的全部诉讼请求。 （一审原告） （一审被告） （万元） 一、撤销海南省第一中级人民法院 （2023）琼 96 民初 857 号民事判决； 二、驳回上海理朝投资管理中心（有限合 伙）对凯撒同盛发展股份有限公司、凯撒 同盛旅行社（集团）有限公司、海口同盛 世嘉商贸有限公司、陈小兵、陈杰、刘江 涛的诉讼请求。 凯撒同盛发展股份有限公 一、二审件受理费 588,549 元，由上海理 上海 ...

Core Viewpoint - The collaboration between Guangzhou's cultural tourism enterprises and Anshun aims to enhance the integration of rural agriculture and cultural tourism, facilitating the development of Anshun's tourism resources and promoting local economic growth [1][4][24]. Group 1: Collaboration and Initiatives - Guangzhou's cultural tourism bureau and related organizations are actively engaging with Anshun to explore cooperative opportunities in the tourism sector [2][3]. - The initiative is part of a broader national strategy to promote rural development through tourism, as emphasized by the Ministry of Agriculture and Rural Affairs [6][7]. - Five premium tourism routes have been designed to attract visitors, including "Waterfall Shadow Cave Summer Tour" and "Cultural Slow Life Tour" [8][10]. Group 2: Tourism Experience and Offerings - The focus is on leveraging Anshun's rich natural and cultural resources to create immersive tourism experiences that combine scenic views with local cultural elements [11][12]. - The routes are designed to meet the demand for both sightseeing and deeper cultural engagement, allowing tourists to experience local heritage and participate in community life [18][20]. - Participants from Guangzhou expressed positive feedback on Anshun's tourism offerings, indicating a strong potential for integrating Anshun's products into the Greater Bay Area market [22][23]. Group 3: Future Developments - The Anshun working group plans to capitalize on the upcoming tourism development conference to further promote rural tourism integration initiatives [26][27]. - The goal is to achieve significant growth in activity visibility and engagement through these collaborative efforts [27].