在一系列免签、退税政策的推动下，外国游客"中国游""中国购"热情持续高涨。据国家移民管理局6月3 日消息，今年端午节假期，单日出入境通关最高峰出现在6月1日，达208.6万人次。入境外国人中，适 用免签政策入境23.1万人次，较去年同期增长59.4%。 多地入境客流同比增幅较大。据海口出入境边防检查总站发布，今年端午假期，海南迎来了出入境旅游 客流高峰，截至6月2日18时，海南共验放出入境交通工具164架（艘）次、出入境人员达1.99万人次， 较去年同期增长44.3%。据上海出入境边防检查总站消息，今年前5个月，上海边检总站累计查验出入 境人员超1700万人次、出入境（港）交通运输工具12.2万架（艘）次，分别较去年同比增长23.5%、 16.2%。 众和昆仑（北京）资产管理有限公司董事长柏文喜在接受《证券日报》记者采访时表示，出入境数据的 增长，反映出我国经济的强大韧劲和潜力。旅游、免税店等行业企业积极从丰富产品供给、提升服务水 平、拓宽客源渠道等维度发力，紧抓入境游市场机遇，共同做大入境游"蛋糕"。 携程最新数据显示，今年端午假期入境游订单同比增长近九成，热门入境游目的地为上海、北京、广 州、成都、深圳、 ...

Core Insights - China's transportation investment remains high, with fixed asset investment reaching 950.3 billion yuan from January to April, showing year-on-year growth in railway and waterway investments of 5.3% and 10.4% respectively [1] - A series of major transportation projects have been planned and are underway, including the construction of the new waterway channel for the Three Gorges, which aims to alleviate congestion issues [2][3] Transportation Investment - From January to April, China's fixed asset investment in transportation reached 950.3 billion yuan, with significant growth in railway and waterway investments [1] - The Ministry of Transport has outlined 20 major projects and 45 significant initiatives to enhance the national comprehensive transportation network [1] Major Projects - The Three Gorges Waterway New Channel project is crucial for resolving congestion at the Three Gorges ship lock, which has been operating beyond its designed capacity since 2011 [2] - The project is estimated to cost 49.1 billion yuan and is expected to generate annual economic benefits of approximately 4.68 billion yuan from reduced shipping times and 57.42 billion yuan from replacing road transport [3] Infrastructure Development - The establishment of the Three Gorges Waterway New Channel (Hubei) Co., Ltd. with a registered capital of 10 billion yuan marks a significant step in project development [3] - The project is part of a broader initiative to enhance the transportation infrastructure in the Yangtze River region, which is vital for economic growth [2][3]

Group 1: Core Insights - Beijing is enhancing its inbound tourism services through the "Action Plan," which includes 22 measures aimed at optimizing product supply, promotion, service, and support [3][6] - The inbound tourism market in Beijing is recovering rapidly, with 1-4 months seeing 1.46 million inbound tourists, a year-on-year increase of 57.1%, and tourism spending reaching $1.9 billion, up 55% [6][9] - The city is focusing on creating a new inbound tourism ecosystem that appeals to both nearby and distant travelers, emphasizing unique and experiential tourism products [3][4] Group 2: Product and Service Enhancements - The "Action Plan" aims to enhance the influence of the "Beautiful Central Axis" and diversify tourism offerings, including heritage tours, hutong experiences, and urban night tours [3][4] - Ctrip is upgrading its inbound tourism services to cover all aspects of travel, expanding from layover passengers to all inbound tourists [4] - New themed travel routes have been introduced, catering to different interests, such as cultural experiences and urban exploration [7] Group 3: Payment and Accessibility Improvements - Beijing is improving payment convenience for inbound tourists by expanding foreign currency exchange services and increasing acceptance of international credit cards [9][10] - As of April, Visa and MasterCard transactions for public transport have reached 330,800, totaling 1.86 million yuan, with plans to include more card types by June [9] - The city is also working on enhancing transportation accessibility for tourists, including the introduction of foreign card payment options for buses and taxis [10]

IPO Review and Registration Progress - The recent surge in IPO applications has led to 9 new IPO applications being accepted in the last week [2] - Notable companies include Yue Long Technology, Hao De CNC, Hai Sheng Medical, Yong Li Precision, Mei De Le, and Da Ya Co., with various business focuses ranging from fluid transport to medical devices and precision steel pipes [2][3][4] - Hai Sheng Medical reported a revenue of 3.04 billion yuan for 2024, a slight decrease of 0.7% year-on-year, with a net profit of 710 million yuan, down 9.12% [3] - Yong Li Precision expects revenues of 5.68 billion yuan and a net profit of 950 million yuan in 2024, with a growing reliance on major clients [4] - Mei De Le anticipates revenues of 11.38 billion yuan and a net profit of 2.11 billion yuan in 2024, with a significant portion of revenue coming from the new energy battery sector [4] New IPOs and Fundraising - Shaanxi Tourism's IPO has been accepted, aiming to raise 1.555 billion yuan for various tourism-related projects [5][6] - The company integrates tourism performance, cableway operations, and project management, leveraging local resources [5] - Aifenda has submitted its IPO registration, seeking to raise approximately 665 million yuan for production line upgrades and working capital [9] - Tianfu Long has received approval for its IPO, planning to raise 790 million yuan for production projects [9] Market Trends and Regulatory Developments - The Shanghai government aims to cultivate 3-5 unicorns in the rehabilitation assistive devices sector by 2027, promoting investment and efficiency in the industry [12] - Guangdong province encourages fintech companies to go public, engage in mergers and acquisitions, and issue special corporate bonds to enhance digital financial development [13]

北京：22条务实举措"全链条"优化升级入境旅游服务 金十数据6月3日讯，6月3日上午，2025北京入境旅游发展大会在国家会议中心二期开幕。大会现场正式 发布了《北京市优化入境旅游服务专项行动方案》。《行动方案》立足首都禀赋，围绕产品、宣传、服 务和保障4大方面推出22条务实举措，构建"近者悦、远者来"的入境旅游新生态。 （新京报） ...

Core Viewpoint - The "Beijing Special Action Plan for Optimizing Inbound Tourism Services" has been officially released, aiming to create a new ecosystem for inbound tourism that attracts both nearby and distant visitors [1] Group 1: Action Plan Overview - The action plan includes 22 practical measures focused on four main areas: products, promotion, services, and guarantees [1] - The initiative is part of the preparations for the 2025 Beijing Inbound Tourism Development Conference, which commenced on June 3 [1] Group 2: Objectives - The plan aims to enhance the inbound tourism experience, ensuring that it is appealing to both local and international tourists [1] - The strategy is designed to foster a welcoming environment that encourages more visitors to choose Beijing as their travel destination [1]

Core Insights - Beijing's inbound tourism is experiencing rapid growth, with both visitor numbers and spending levels significantly increasing [1] Group 1: Visitor Statistics - In the first four months of the year, Beijing welcomed 1.46 million inbound tourists, representing a year-on-year increase of 57.1% [1] - The total tourism expenditure reached $1.9 billion, marking a growth of 55% compared to the same period last year [1] Group 2: Action Plan - The "Beijing Inbound Tourism Service Optimization Special Action Plan" was officially released during the conference [1] - The action plan includes 22 practical measures focusing on four key areas: products, promotion, services, and guarantees, aimed at creating a new ecosystem for inbound tourism that appeals to both nearby and distant visitors [1]

Core Insights - Beijing's inbound tourism is experiencing rapid growth, with a 57.1% year-on-year increase in visitor numbers, reaching 1.46 million from January to April, and a 55% increase in tourism spending, totaling $1.9 billion [1] Group 1: Service Enhancements - The "Beijing Inbound Tourism Service Optimization Action Plan" was launched, featuring 22 practical measures across four areas: product, promotion, service, and support [2] - The plan aims to enhance the influence of the "Great Beauty Central Axis" and diversify tourism products, including world heritage tours and urban night tours [2][3] - Improvements in entry procedures include simplified registration, a "temporary entry permit" area, and online submission for group travel visas [3] Group 2: Transportation and Accessibility - New payment options for inbound tourists will be available, allowing American Express and JCB cardholders to use their cards directly on the subway by the end of June [4] - A comprehensive inbound tourism service center has been established at the airport, offering various travel-related services, including transportation planning and currency exchange [4] Group 3: Thematic Tourism Offerings - The "Beijing New Discoveries" initiative introduced ten thematic tourism routes catering to different interests, such as cultural experiences and outdoor adventures [5] - Special packages for short-term and transit visa-free tourists have been created, featuring half-day and full-day tours that highlight cultural heritage and shopping [5]

Core Points - The "China-Kazakhstan Tourism Year - Almaty Tourism Day" event successfully took place in Xi'an, marking the launch of a cultural tourism train carrying over 200 passengers to Almaty, revitalizing the ancient Silk Road [3][4] - The event aims to deepen bilateral relations between China and Kazakhstan, with a significant increase in Chinese tourists expected to visit Kazakhstan in the coming years [4][5] Tourism Cooperation - In 2024, the number of Chinese tourists to Kazakhstan is projected to reach 655,000, a 78% increase from 2023, and nine times the number in 2019, making China the second-largest source of tourists for Kazakhstan [5][6] - The introduction of new direct flights from Shanghai and Beijing to Almaty in July 2025 is expected to further enhance bilateral cooperation [5] Cultural Exchange - Six memorandums of cooperation were signed across various sectors, including cultural tourism, transportation, and healthcare, establishing a comprehensive framework for collaboration between Xi'an and Almaty [7] - The cultural tourism train initiative is seen as a practical measure to implement the outcomes of the China-Central Asia Summit, promoting deeper cultural exchanges [7] Future Development - Plans for developing cross-border tourism routes and themed travel products are underway, focusing on integrating natural and cultural resources from both countries [7] - The event featured traditional performances and cultural experiences, highlighting the shared heritage and fostering a deeper understanding of Silk Road culture [7][8]

■ 常态化开行环秦岭生态康养旅游列车、丝路人文旅游列车、红色经典旅游列车等银发旅游列车产 支持旅游列车与景区、养老机构深度融合。完善列车站点和景区之间的接驳车接送服务；推动列车 与景区及周边农家乐、温泉酒店等推出套票并简化购票流程；支持旅居养老服务、养老产业"陕字号"品 牌产品等上列车，提升银发旅游列车品质。 品 健全落实银发旅游优惠政策。落实"铁路畅行"常旅客会员服务中针对老年旅客的优惠政策。鼓励各 市县出台针对银发旅游列车及老年游客的优惠政策，严格落实老年游客景区门票优惠政策、乘坐列车优 惠政策。此外，我省将严查针对老年群体的零负团费、消费返利、储值消费等非法经营行为，建立公 平、透明的老年旅游环境。 ■ 鼓励医疗机构与铁路部门合作，在列车上配置医疗救护员，支持列车上产生的诊疗费用进行医保 异地就医结算 省民政厅相关负责人表示，希望通过推动铁路和旅游融合发展，不断丰富旅游供给，提升老年人旅 游体验。（记者：杨小玲） 近日，省文化和旅游厅、省民政厅、中国铁路西安局集团有限公司出台实施方案，细化12项措施， 以更好满足银发群体日益增长的列车出游需求。 扩容银发旅游列车产品。陕西将常态化开行环秦岭生态康养旅游列 ...