证券日报网讯 1月29日，曲江文旅（600706）在互动平台回答投资者提问时表示，公司基于景区、酒店 餐饮、演艺、旅行服务四大业务板块垂直划分，设有4个专业化财务共享中心。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002186 | 全聚德 | 12.28 | 3.37% | 11.24万 | 1.36 Z | | 601007 | 金陵饭店 | 8.22 | 2.11% | 11.96万 | 9722.68万 | | 000428 | 华天酒店 | 3.55 | 2.01% | 23.22万 | 8179.43万 | | 000721 | 西安饮食 | 9.37 | 1.30% | 1 22.99万 | 2.14亿 | | 301073 | 君亭酒店 | 30.92 | 1.28% | 5.93万 | 1.83亿 | | 605108 | 同庆楼 | 19.66 | 1.08% | 3.47万 | 6776.12万 | | 600754 | 锦江酒店 | 26.79 | 0.94% | 7.89万 | 2.10亿 | | 600258 | 首旅酒店 | 16.94 | 0.24% | 16.06万 | 2.71亿 | | 002306 | *ST云网 | 2 ...

证券之星消息，1月28日酒店餐饮板块较上一交易日下跌0.64%，*ST云网领跌。当日上证指数报收于 4151.24，上涨0.27%。深证成指报收于14342.9，上涨0.09%。酒店餐饮板块个股涨跌见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600754 | 锦江酒店 | = 104.40万 | 0.67% | -136.44万 | -0.88% | 32.04万 | 0.21% | | 605108 | 同庆楼 | -15.08万 | -0.26% | -714.18万 | -12.32% | 729.27万 | 12.58% | | 600258 | 首旅酒店 | -30.31万 | -0.13% | -3673.74万 | -16.22% | 3704.05万 | 16.35% | | 000428 华天酒店 | | -128.32万 | -2.53% | -71.55万 | -1.41% | ...

证券之星消息，1月27日酒店餐饮板块较上一交易日下跌1.53%，君亭酒店领跌。当日上证指数报收于 4139.9，上涨0.18%。深证成指报收于14329.91，上涨0.09%。酒店餐饮板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002306 | *ST云网 | 2.26 | 0.44% | 26.68万 | 5931.05万 | | 601007 | 金陵饭店 | 8.14 | -0.85% | 11.23万 | 9156.24万 | | 605108 | 同庆楼 | 19.62 | -1.06% | 3.28万 | 6440.29万 | | 000428 | 华天酒店 | 3.49 | -1.41% | 17.54万 | 6091.39万 | | 600754 | 锦江酒店 | 26.56 | -1.45% | 8.10万 | 2.15亿 | | 000721 | 西安饮食 | 9.19 | -1.50% | 17.93万 | 1.64亿 | | 600258 | 首 ...

证券之星消息，1月26日酒店餐饮板块较上一交易日下跌0.92%，锦江酒店领跌。当日上证指数报收于 4132.61，下跌0.09%。深证成指报收于14316.64，下跌0.85%。酒店餐饮板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002306 | *ST云网 | 2.25 | 1.81% | 30.51万 | 7025.41万 | | 301073 | 君亭酒店 | 30.93 | 1.51% | 4.81万 | 1.49亿 | | 601007 | 金陵饭店 | 8.21 | 0.49% | 14.64万 | 1.20亿 | | 600258 | 首旅酒店 | 17.50 | 0.00% | 17.64万 | 3.07亿 | | 002186 | 全聚德 | 12.21 | -0.73% | 7.91万 | 9643.91万 | | 000428 | 华天酒店 | 3.54 | -0.84% | 21.74万 | 7671.65万 | | 605108 | 同庆楼 | ...

社会服务 | 证券研究报告 — 行业周报 2026 年 1 月 26 日 强于大市 社会服务行业双周报 全年社零稳步增长， 41 口岸将设进境免税店 前两交易周（2026.01.12-2026.01.23）社会服务板块上涨 4.78%，在申万一 级 31 个行业排名中位列第 8。12 月社零数据出炉，整体来看 2025 全年社零 消费稳步增长，期待后续各类稳就业、稳信心、促消费类政策对于消费市场 的进一步激励，我们维持行业强于大市评级。 市场回顾&行业动态数据 双周要闻 投资建议 社零消费类数据和居民收入支出皆稳中有升，期待 2026 年消费市场持 续平稳增长。我们建议关注后续业绩增长确定性强的出行链及产业相关 公司：同程旅行、黄山旅游、丽江股份、宋城演艺、岭南控股、众信旅 游、中青旅、海昌海洋公园、天目湖、长白山等；受益于商旅客流复苏 以及市占率有望提高的连锁酒店品牌锦江酒店、首旅酒店、君亭酒店 等；受益于促就业政策推动的科锐国际、外服控股、北京人力；跨境游 市场恢复有望推动机场免税的恢复和市内免税新政加速推出，建议关注 中国中免、王府井；承接餐饮、宴会需求复苏的同庆楼；本地生活消费 老字号品牌豫园股份；受 ...

Investment Rating - The report maintains a "Recommendation" rating for the consumer services industry, expecting the industry index to outperform the benchmark index by more than 5% in the next 3-6 months [41]. Core Insights - The report highlights a significant increase in ticket bookings for domestic and international flights during the upcoming Spring Festival travel period, with domestic flight bookings exceeding 7.54 million, a year-on-year increase of approximately 12% [5]. - The Ministry of Finance and other departments have established a special guarantee plan with a scale of 500 billion yuan to support loans for small and micro enterprises, which is expected to leverage nearly 900 billion yuan in private investment [5]. - The report suggests that the pre-holiday booking window for the Spring Festival has opened, with positive year-on-year performance in flight bookings, particularly benefiting destinations like Hainan due to increased tourist flow [5]. - The report recommends monitoring changes in booking data for transportation and hotels leading up to the Spring Festival, as well as investment opportunities arising from policies promoting service consumption [5]. Industry Data - The consumer services industry consists of 55 listed companies with a total market capitalization of 498.8 billion yuan and a circulating market capitalization of 457.1 billion yuan [2]. - The industry experienced a weekly increase of 3.20%, outperforming the overall A-share market, which saw a 1.80% increase, while the CSI 300 index decreased by 0.62% [8][10]. - The report notes that the hotel and restaurant sectors showed positive performance, with hotel stocks rising by 3.69% and restaurant stocks by 3.31% during the reporting period [18]. Related Companies - Recommended companies include hotels with balanced supply and demand such as Junting Hotel, Jinjiang Hotel, and Huazhu Group, as well as human resources services like Core International and Beijing Renli [5]. - The report also highlights companies in the duty-free sector benefiting from new policies, such as China Duty Free Group and Zhuhai Duty Free Group [5]. - Other notable mentions include online and offline integrated platforms like Meituan and Alibaba, and innovative tourism companies like Three Gorges Tourism and Changbai Mountain [5].

Investment Rating - The report maintains a "Recommendation" rating for the consumer services industry, expecting the industry index to outperform the benchmark index by more than 5% in the next 3-6 months [41][43]. Core Insights - The report highlights a significant increase in ticket bookings for domestic and international flights during the upcoming Spring Festival travel period, with domestic flight bookings exceeding 7.54 million, a year-on-year increase of approximately 12% [5]. - The Ministry of Finance and other departments have established a special guarantee plan with a scale of 500 billion yuan to support loans for small and micro enterprises, which is expected to leverage nearly 900 billion yuan in private investment [5]. - The report suggests that the pre-holiday booking window for the Spring Festival has opened, with positive year-on-year performance in flight bookings, particularly benefiting destinations like Hainan due to increased tourist flow [5]. - The report recommends monitoring changes in booking data for transportation and hotels leading up to the Spring Festival, as well as the impact of service consumption-related policies on investment opportunities [5]. Industry Data - The consumer services industry consists of 55 listed companies with a total market capitalization of 498.8 billion yuan and a circulating market capitalization of 457.1 billion yuan [2]. - The absolute performance of the industry over the past month is -7.7%, while the relative performance is -6.9% [3]. Weekly Performance - The consumer services industry experienced a weekly increase of 3.20%, outperforming the overall A-share market, which saw a rise of 1.80%, and the CSI 300 index, which declined by 0.62% [8]. - Notable performers in the sector included SF City with a 34.27% increase and Jiuhua Tourism with a 10.89% increase [5]. Important Announcements - Beijing Human Resources reported a planned reduction of 1.698 million shares by a shareholder, amounting to 313 million yuan, reducing their stake to 5.8% [31]. - Guilin Tourism expects to turn a profit in 2025 with a projected net profit of 11 million yuan, driven by a 10% increase in tourist numbers [31]. - Jinling Hotel anticipates a net profit of 55 million to 63.5 million yuan in 2025, representing a year-on-year growth of 65.37% to 90.93% [31].

近日，重庆曦越铂尔曼酒店——洽·中餐厅推出新春系列飨宴，以一场融贯东西、致敬传统又拥抱创新 的味觉盛宴，迎接新岁的到来。餐厅隆重推出四款寓意吉祥、规格各异的主题新春餐饮套餐，旨在满足 不同的团圆宴请需求。 ...

20家标志性文博美术场馆，并联动近50家餐饮品牌送出千元优惠券，门票总价值近1100元。春节至正月期间，持票 人可凭单张联票畅览遍布全市的各类文化艺术大展，实现一站式观展体验。 据了解，每年春节假期西郊宾馆、东郊宾馆都会迎来大批上海本地住客，扶老携幼三代同堂的家庭客群占比极 高，今年也不例外。"春节期间这几家宾馆客房的预订率很高，空房所剩无几。针对这类客群，我们还会推出餐饮 专属优惠，进一步吸引住客在酒店内用餐，打造一站式新春体验。"曹伟说。 相对而言，外省市及海外游客更青睐地处核心旅游区的酒店，如上海大厦、瑞金洲际酒店等。 为提升游客体验，东湖集团联合上海久事集团推出"住宿+文博联票"套餐，入住相关酒店的住客可购买299元 的"Shanghai Pass马年贺岁·上海文博新春联票"。该联票集结上海博物馆、上海科技馆、浦东美术馆、西岸美术馆等 普陀桃浦金环广场近日建成启用，商场中庭喜迎马年主题艺术装置为假期消费预热。记者 李茂君 摄 记者 李宝花 新春将至，申城街头巷尾节日氛围渐浓。为满足市民和游客多样化的节日消费需求，上海各大企业纷纷推出一 系列精准布局的新春产品，从高品质住宿餐饮到丰富的文旅体验，再到便捷 ...