Core Points - The CSI Hong Kong Stock Connect Leisure Services Composite Index reported a value of 2487.81 points, showing a 2.08% increase over the past month and an 8.95% increase over the past three months, while it has decreased by 0.48% year-to-date [1] - The index is designed to reflect the overall performance of different industry securities within the Hong Kong Stock Connect, classified according to the China Securities Index industry classification standards [1] Index Composition - The top ten weighted companies in the CSI Hong Kong Stock Connect Leisure Services Composite Index are: Galaxy Entertainment (16.96%), Yum China (15.18%), Sands China Ltd. (11.98%), Meituan-W (11.84%), Haidilao (7.84%), Tongcheng Travel (6.98%), Mixue Group (5.37%), MGM China (4.82%), Guming (2.89%), and Wynn Macau (2.68%) [1] - The index is fully composed of securities listed on the Hong Kong Stock Exchange, with a 100% market share [1] Industry Breakdown - The industry composition of the index shows that gambling accounts for 40.60%, dining services for 36.45%, local life services for 12.77%, tourism services for 6.98%, attractions for 1.84%, and hotels for 1.38% [2] - The index sample is adjusted biannually, with adjustments occurring on the next trading day following the second Friday of June and December each year [2]

Core Insights - The service trade is a crucial component of international trade, and accelerating its development is essential for expanding high-level openness and fostering new momentum for foreign trade [1] Group 1: Service Trade Performance - In the first half of the year, China's total service trade reached 38,872.6 billion yuan, a year-on-year increase of 8%, with exports at 16,883 billion yuan (up 15.0%) and imports at 21,989.6 billion yuan (up 3.2%) [1] - Knowledge-intensive service trade grew by 6%, with telecommunications, computer, and information services reaching 5,293.8 billion yuan, marking a 12.7% increase [1][4] - The service trade deficit significantly narrowed year-on-year, indicating improved competitiveness in service trade, particularly in digital, tourism, and financial services [1][2] Group 2: Travel Services - Travel services emerged as the largest sector in service trade, with imports and exports totaling 10,802.9 billion yuan, a growth of 12.3%, where exports surged by 68.7% and imports increased by 5.5% [1][2] - The rapid growth in tourism services is attributed to the recovery of domestic and international personnel movement, gradual reopening of outbound tourism, and a notable rebound in inbound tourism [2] Group 3: Knowledge-Intensive Services - Knowledge-intensive service imports and exports totaled 15,025.4 billion yuan, accounting for 38.7% of total service trade, with telecommunications, computer, and information services leading the growth at 12.7% [4] - This sector is characterized by high added value and significant technological content, playing a key role in optimizing the service trade structure [4] Group 4: Policy and Future Outlook - Various measures have been introduced to enhance the service trade environment, including optimizing tax refund policies for inbound tourists and expanding the coverage of visa-free policies [2][3] - The Ministry of Commerce anticipates that by 2024, China's service trade will exceed 1 trillion USD, ranking second globally, with a projected 38% growth in knowledge-intensive service trade compared to 2020 [5] - The outlook for the second half of the year indicates both opportunities and challenges, with potential growth in digital trade and cross-border e-commerce, but also risks from global economic slowdown and rising protectionism [6]

近半年该股累计上榜龙虎榜7次，上榜次日股价平均涨5.76%，上榜后5日平均涨24.00%。 资金流向方面，今日该股主力资金净流入6996.21万元，其中，特大单净流入5970.83万元，大单资金净 流入1025.37万元。近5日主力资金净流出6.09亿元。 4月29日公司发布的一季报数据显示，一季度公司共实现营业收入2553.13万元，同比增长11.52%，实现 净利润-912.24万元。 7月15日公司发布上半年业绩预告，预计实现净利润200.00万元，同比同比增长177.60%。（数据宝） 西藏旅游8月5日交易公开信息 西藏旅游(600749)今日上涨4.53%，全天换手率27.23%，成交额15.58亿元，振幅16.62%。龙虎榜数据显 示，营业部席位合计净买入951.93万元。 上交所公开信息显示，当日该股因日振幅值达16.62%上榜，营业部席位合计净买入951.93万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交2.13亿元，其中，买入成交额为1.11亿 元，卖出成交额为1.02亿元，合计净买入951.93万元。 具体来看，今日上榜营业部中，第一大买入营业部为中信建投证券股份有限公司 ...

Group 1 - The company has established two duty-free stores in collaboration with China National Pharmaceutical Group's subsidiary, namely Beijing Foreign Exchange Commodity Duty-Free Store and Nanjing Foreign Exchange Commodity Duty-Free Store [2] - The company is actively optimizing and adjusting its duty-free business plans in accordance with relevant policies and the actual operating conditions of the duty-free stores [2]

多位与会专家还围绕"十五五"全国旅游规划关注焦点与趋势、新时期文旅深度融合与业态创新等主 题进行深入探讨。 海南日报海口8月4日讯(海南日报全媒体记者 刘晓惠 实习生 劳兰婷)8月3日，2025第七届全国旅游 学会创新交流活动在海口开幕，来自全国各地200余名专家学者参加会议。此次活动为期4天，以"见证 封关：海洋旅游发展机遇与共享"为主题，旨在助力海南国际旅游消费中心建设和旅游业高质量发展。 参会代表们还将考察海南旅游景点、旅游服务设施，为后续的专题研讨与合作提供参考依据。 与会嘉宾表示，海南自贸港封关运作不仅将为海南全域发展注入强劲动能，更为旅游业高质量发展 开辟前所未有的广阔空间。更加优惠的税收政策将加速各类国际高端旅游要素集聚海南，海洋旅游、康 养旅居、航天旅游、文化演艺、体育旅游等具资源优势的业态将迎来黄金发展期。 ...

Core Insights - Fuyuan City is leveraging its geographical advantage next to Russia to develop cross-border tourism, implementing various supportive measures to enhance travel experiences and simplify customs procedures [1] - The city has launched the "Hua Xia Dong Ji" brand and created the Dongji sightseeing tourism route to attract tourists, particularly from China and Russia [1] - The upcoming 2025 Heilongjiang Province Tourism Industry Development Conference in Fuyuan will focus on enhancing cultural and tourism cooperation with nearly 20 countries and regions [1] Group 1 - Fuyuan City is experiencing a surge in tourism, with thousands of Chinese and Russian tourists visiting daily during the peak season [1] - The city is committed to improving service levels and optimizing travel routes for cross-border tourism [1] - The event in 2025 aims to deepen cultural and tourism cooperation with Northeast Asia, Southeast Asia, Europe, and the Middle East [1] Group 2 - The initiative reflects a broader strategy of fostering open and cooperative relations between China and Russia, enhancing cultural exchanges [1] - Fuyuan City is positioned as a key player in promoting local and tourism cooperation brands [1] - The emphasis on shared experiences and cultural ties is expected to strengthen the long-standing friendship between the two nations [1]

Group 1 - The core viewpoint of the article highlights that Hainan Expressway is focusing on transforming into a technology-driven comprehensive transportation group while maintaining its core business in highway investment, construction, and operation management [1] - As of July 31, the total number of shareholders reached 74,100, an increase of 17,200 or 30.22% from July 18, indicating growing investor interest [1] - The average number of shares held per shareholder decreased from 17,200 to 13,200, with an average market value of circulating shares at 88,300 yuan [1] Group 2 - On August 4, Hainan Expressway's stock price closed at 6.69 yuan, up 0.06 yuan from the previous trading day, with a trading volume of 193,700 hands and a transaction amount of 129 million yuan, reflecting a volatility of 1.81% [1] - The net outflow of main funds on August 4 was 11.11 million yuan, with a cumulative net outflow of 107 million yuan over the past five trading days [1] - The company has stated that there are currently no highway projects under construction [1]

TAT新德里办事处主任表示，他们需要在美国对印度关税税率于8月1日开 始实施后的一段时间内，来衡量这对印度经济和旅游需求的影响。去年，泰国 在印度出境市场中占据了6.15%的份额，紧随其后的是阿联酋（25%）、沙特 阿拉伯（11%）和美国（6.9%）。在上周TAT举行的海外市场简报会上，该机 构称今年对印度市场来说是"苦乐参半的一年"，因为更多国家开始争夺这3000 万出境游客中的一席之地。这个市场的潜力巨大，预计到2028年，每年有8% 的增长，达到3900万人。他们的支出预计在2030年前每年增长9%。然而，在 未来18个月里，情况变得更加具有挑战性，因为其他目的地通过增加航班频率 和新的航线提供了更便宜的机票，这与一些印度人偏爱"经济实惠"旅行的偏好 相匹配。 （原标题：关税可能会影响印度旅游市场） 据曼谷邮报8月4日报道,在过去的两年里，尽管亚洲市场停滞不前，但印 度旅游市场却实现了稳固增长。然而，2025年预计美国关税将对之产生影响。 泰国旅游局（TAT）预测，直到2026年，印度市场的增长率将超过10%，而在 截至7月20日的数据中，这一数字已经飙升至14.4%，达到130万人次。今年大 多数亚洲 ...

Core Insights - Nepal's tourism sector is experiencing a significant increase in foreign visitors, with nearly 650,000 tourists recorded from January to July 2025, including approximately 60,000 from China [1] - In July 2025, the total number of foreign tourists entering Nepal reached 70,193, marking an increase from 64,598 in the same month last year [1] - Indian tourists represent the largest group of foreign visitors in July 2025, accounting for about 38.7% of total arrivals, followed by Chinese and American tourists [1] Visitor Statistics - The number of Bangladeshi tourists visiting Nepal has surged by over 30% compared to the same period last year, indicating a growing interest in Nepal as a travel destination [1] - A tourism promotion event was held in Dhaka, Bangladesh, in June 2025, aimed at enhancing tourism exchanges and cooperation between Nepal and Bangladesh [1] - The Nepal Tourism Board anticipates a 10% increase in total foreign tourist arrivals for the entire year of 2025 compared to 2024 [1] Historical Context - In 2024, Nepal welcomed over 1.147 million foreign tourists, achieving the third-highest record in its history [1]

企查查APP显示，近日，黄山云趣游乐园服务有限公司成立，注册资本9000万元，经营范围包含：住宿 服务；餐饮服务；营业性演出；演出场所经营；食品销售；预制菜销售等。企查查股权穿透显示，该公 司由黄山旅游（600054）全资持股。 （原标题：黄山旅游新设云趣游乐园服务公司） ...