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申万宏源研究晨会报告-20250429
| 指数 | 收盘 | | 涨跌(%) | | | --- | --- | --- | --- | --- | | 名称 | (点) | 1 日 | 5 日 | 1 月 | | 上证指数 | 3288 | -0.2 | -1.8 | -0.09 | | | | | 8 | | | 深证综指 | 1898 | -0.9 | -6.3 | -0.68 | | 风格指数 | 昨日表现 | 1 个月表现 | 6 个月表 | | --- | --- | --- | --- | | | (%) | (%) | 现(%) | | 大盘指数 | -0.06 | -3.09 | -3.93 | | 中盘指数 | -0.6 | -6.26 | -8.52 | | 小盘指数 | -0.85 | -6.2 | -2.74 | | 行业涨幅 | 昨日涨 | 1 个月涨 | 6 个月涨 | | 普钢Ⅱ | 1.64 | -3.29 | 2.87 | | 游戏Ⅱ | 1.3 | -4.5 | 2.38 | | 城商行Ⅱ | 1.24 | 3.41 | 10.11 | | 白色家电 | 1.07 | -3.32 | -4.88 | | 农商 ...
四大证券报精华摘要:4月29日
Group 1 - The National Market Regulation Administration has approved the release of two revised national standards for tourism services, which will enhance the tourism service standard system and stimulate the tourism consumption market [1] - Over 20 A-share companies have announced changes to their stock names, reflecting strategic transformations and aiming to attract investor attention [1] Group 2 - Multiple fund companies have received notifications about a 20% reduction in index usage fees from the China Securities Index Company, effective from April 1 [2] - The quarterly minimum fee for index products has been lowered to 20,000 yuan, with no minimum for certain non-stock index products [2] Group 3 - The scale of ETF funds has surpassed 4 trillion yuan, intensifying competition in the pure index sector, while the growth of index-enhanced funds has recently stagnated [3] - Industry insiders attribute the stagnation to high investor cognitive barriers and the instability of excess returns [3] - Oil service companies in A-shares report stable performance despite recent declines in international oil prices, with companies like CNOOC and Jereh showing solid results [3] Group 4 - The pace of new IPO approvals in A-shares has accelerated, indicating a gradual recovery in the IPO market, with expectations for slight growth in 2025 [4] - Deloitte China predicts that the new stock issuance in 2025 will focus on quality and support for technological innovation [4] Group 5 - The securities industry is expected to see a reversal of difficulties in 2024, with revenue and net profit growth, although investment banking services are still struggling [5] - Only 6 out of 38 listed brokerages reported positive growth in investment banking fees, with an average decline of 27% for the others [5] Group 6 - The "Guzi Economy" concept stock, Pop Mart, has seen significant stock price increases, becoming the first tenfold stock in this sector [6] - The transparency of algorithms used by major platforms is increasing, with implications for digital governance and business models [6] Group 7 - The National Development and Reform Commission has outlined measures to stabilize employment and promote high-quality economic development, focusing on effective investment and consumer support [7] - 15 out of 17 listed banks reported positive year-on-year growth in investment income for Q1 2025, with some banks showing over 100% growth [7] Group 8 - Beijing SKP is among the first stores to implement the "buy and return immediately" tax refund service, which is being expanded nationwide to enhance the consumer experience for international travelers [8]
“京郊一码通”小程序上线,可查询预订怀柔区桥梓镇景区餐饮民宿
Xin Jing Bao· 2025-04-28 12:37
Group 1 - The core idea of the news is the launch of the "Jingjiao Yima Tong" tourism mini-program in Qiaozi Town, Huairou District, Beijing, aimed at enhancing the travel experience for visitors during the upcoming May Day holiday [1] - The mini-program integrates various tourism resources including scenic spots, hotels, restaurants, and transportation, providing a one-stop service for tourists [1] - Features of the mini-program include personalized recommendations based on big data analysis of user behavior, digital map navigation, and easy access to public service facilities [1] Group 2 - To ensure effective promotion and usage of the mini-program, the Qiaozi Town Tourism Office has collaborated with local tourism businesses to conduct promotional activities and training [2] - Promotional materials such as display boards and QR codes have been set up in high-traffic areas like scenic spots, hotels, and transportation hubs to guide tourists [2] - Qiaozi Town is the largest plain town in Huairou District, characterized by diverse geographical features and a forest coverage rate of 46.64% [2]
桂林旅游:2025一季报净利润-0.13亿 同比下降0%
Tong Hua Shun Cai Bao· 2025-04-28 11:32
二、前10名无限售条件股东持股情况 前十大流通股东累计持有: 14441.44万股,累计占流通股比: 40.11%,较上期变化: 300.28万股。 | 名称 持有数量(万股) | | 占总股本比例 | 增减情况(万 | | --- | --- | --- | --- | | | | (%) | 股) | | 桂林旅游(000978)投资集团有限公司 | 6612.05 | 18.36 | 不变 | | 桂林航空旅游集团有限公司 | 5761.60 | 16.00 | 不变 | | 富国中证旅游主题ETF | 432.98 | 1.20 | 132.93 | | 吴进进 | 337.76 | 0.94 | 不变 | | 黎晋山 | 318.88 | 0.89 | 新进 | | 司徒雯影 | 309.49 | 0.86 | 不变 | | 卢灿理 | 180.20 | 0.50 | 不变 | | 史国春 | 173.00 | 0.48 | -0.37 | | 桂林三花股份有限公司 | 157.74 | 0.44 | 不变 | | 桂林产业发展集团有限公司 | 157.74 | 0.44 | 不变 | | 较上个报 ...
西藏旅游:2025一季报净利润-0.09亿 同比增长55%
Tong Hua Shun Cai Bao· 2025-04-28 10:32
前十大流通股东累计持有: 12304.98万股,累计占流通股比: 54.22%,较上期变化: 8.36万股。 | 名称 持有数量(万股) | | 占总股本比例 | 增减情况(万 | | --- | --- | --- | --- | | | | (%) | 股) | | 西藏国风文化发展有限公司 | 2878.77 | 12.68 | 不变 | | 上海京遥贸易有限公司 | 2659.28 | 11.72 | 不变 | | 西藏纳铭网络技术有限公司 | 2268.08 | 9.99 | 不变 | | 西藏国际旅游文化投资集团有限公司 | 1426.59 | 6.29 | 不变 | | 乐清意诚电气有限公司 | 1123.48 | 4.95 | 不变 | | 张杰 | 798.30 | 3.52 | 不变 | | 西藏旅游(600749)股份有限公司-2023年员工持股 | | | | | 计划 | 477.00 | 2.10 | 不变 | | 钱旭璋 | 300.55 | 1.32 | 不变 | | 富国中证旅游主题ETF | 198.64 | 0.88 | 52.15 | | 长江证券股份有限公司 | 17 ...
“五一”假期预计340万至350万人次进出澳门
news flash· 2025-04-28 08:29
"五一"假期将至,澳门特区政府预计访澳旅客会增加,各相关部门已积极作出全面部署,做好应对准 备。澳门治安警察局代表指出,预计"五一"假期将有340万至350万人次经各口岸出入境,日均68万至70 万人次,预料5月3日为出入境高峰期。为确保居民及旅客的安全和出行顺畅,治安警察局已制定全面的 警务、交通及出入境工作部署,并持续优化各项措施,包括增派警力于人流密集区域加强巡逻;配合氹 仔旧城区临时行人专用区的安排,全力协助实施封路及交通改道措施,以及在场维持人流秩序,疏导交 通等。(央视新闻) ...
两项旅游服务国家标准发布 信息咨询、餐馆设施有了新规范
news flash· 2025-04-28 03:16
Core Viewpoint - The National Market Regulation Administration has approved the release of two revised national standards for tourism services, focusing on updated requirements for tourism information consulting and restaurant facilities and services [1] Group 1: Tourism Information Consulting Service Standard - The revised national standard for tourism information consulting services (GB/T26354—2025) addresses new changes and demands in the industry [1] - It clarifies overall requirements, service content, service methods, personnel, facilities, and service improvements [1] - The standard emphasizes online service methods, accessibility, and sustainability [1] Group 2: Tourism Restaurant Facilities and Service Requirements - The revised national standard for tourism restaurant facilities and services (GB/T26361—2025) defines terminology and specific requirements for tourism restaurants [1] - It includes updates on facilities, menu offerings, customer service, and management systems [1] - Key updates focus on cultural and tourism integration, smart services, and green consumption [1]
扩大入境消费打出“组合拳” 让更多入境游客“流量”变消费“增量”
Yang Shi Wang· 2025-04-28 01:38
Core Viewpoint - The Chinese government is optimizing the departure tax refund policy to enhance inbound consumption and attract more foreign tourists to China [1][5]. Group 1: Policy Changes - The departure tax refund threshold is lowered from 500 yuan to 200 yuan, and the cash refund limit is increased from 10,000 yuan to 20,000 yuan [3]. - The government encourages the establishment of more tax refund shops in major commercial areas and pedestrian streets frequented by foreign tourists [3]. - The "immediate refund" service will be promoted nationwide, allowing travelers to receive tax refunds at the point of purchase [3]. Group 2: Tourism Data - In the first quarter of this year, the number of inbound foreign tourists reached 9.215 million, representing a year-on-year increase of 40.2% [5]. Group 3: Efficiency Improvements - The General Administration of Customs is promoting the packaging and coding of tax refund items to enhance verification efficiency and reduce waiting times [6]. - Customs will implement measures to optimize processing procedures and add guiding signs at ports to provide more convenience for foreign travelers [8]. - The use of QR codes for scanning tax refund items will significantly reduce on-site verification time, making the tax refund process more convenient and efficient for travelers [8].
“龙江”夏日风 “京韵”共相寻 黑龙江省2025年度夏季避暑旅游推介会走进北京
Jin Tou Wang· 2025-04-28 00:23
Core Points - The event "Ice and Snow Dream, Asia in Heart" successfully concluded in Beijing, promoting Heilongjiang Province's summer tourism for 2025 and showcasing its cultural and ecological richness [1][31] - Various cities in Heilongjiang, including Harbin, Mudanjiang, Jixi, Shuangyashan, Qitaihe, and Daxing'anling, participated in the promotional activities, highlighting their unique tourism offerings [1][5] Group 1: Event Highlights - The event featured a promotional video showcasing the natural beauty and summer coolness of Heilongjiang, with performances that combined modern dance and local elements [3][5] - Cities presented their unique attractions, with Harbin emphasizing its status as a "World Music City" and inviting visitors to experience its vibrant summer activities [5][10] - Mudanjiang highlighted its proximity to Russia and its unique cross-border tourism opportunities, showcasing local architecture and cultural experiences [7][10] Group 2: Tourism Offerings - Jixi's presentation focused on its scenic landscapes and cultural heritage, using a song to depict the beauty of its hometown [10] - Shuangyashan promoted itself as a "treasure city" with rich natural resources and cultural history, appealing to tourists interested in nature and agriculture [11] - Qitaihe emphasized its reputation as an "Olympic Champion City" and a "Climate-Friendly City," offering diverse tourism experiences [13] Group 3: Interactive Experiences - Daxing'anling showcased its unique ethnic heritage through fashion displays, blending traditional and modern elements [15] - Various tourism enterprises introduced summer activities and promotions, such as ice-themed attractions and cultural festivals, to attract visitors [17][21] - The event included interactive elements like prize draws, enhancing visitor engagement and interest in Heilongjiang's tourism offerings [31] Group 4: Local Products and Cuisine - The event featured local delicacies and products, such as Northeast black bee honey and blue indigo fruit juice, attracting attention from attendees [24][27] - The promotion of local cuisine, including Jixi cold noodles, created a buzz among visitors, further enhancing the appeal of the region's culinary offerings [27][30] Group 5: Future Initiatives - Following the event, Heilongjiang plans to leverage the "post-Winter Olympics" effect to promote a "full-season" tourism strategy, launching over a hundred themed activities and routes for the summer [31]
东西问丨卡拉姆卡斯·叶西莫娃:旅游业如何成为哈中文明交流互鉴的新引擎?
Zhong Guo Xin Wen Wang· 2025-04-27 14:00
Core Viewpoint - The tourism industry is becoming a vital link for cultural exchange between China and Kazakhstan, with the year 2025 designated as "China Tourism Year" in Kazakhstan, providing opportunities for deeper mutual understanding and friendship between the two nations [1]. Group 1: Historical and Cultural Context - Kazakhstan and China have maintained frequent trade and cultural exchanges since ancient times, forming deep cultural ties as significant countries along the ancient Silk Road [2]. - The Silk Road facilitated interactions between nomadic and agricultural civilizations, with notable reflections in Tang dynasty poetry that illustrate the blending of lifestyles and cultures [2]. Group 2: Tourism as a Cultural Exchange Vehicle - The mutual tourism year initiative is not only a pragmatic step to enhance economic cooperation but also creates more opportunities for people-to-people understanding [5]. - Personal experiences from individuals traveling between the two countries highlight how tourism fosters genuine cultural appreciation and respect, laying a solid foundation for long-term bilateral relations [5]. Group 3: Opportunities and Challenges in Cultural Exchange - The upcoming "China Tourism Year" presents new opportunities for cultural exchange, yet there are challenges such as the uneven recognition of cultures, with Chinese culture being more prominent in Kazakhstan compared to the limited awareness of Kazakh culture in China [7][8]. - Kazakhstan can leverage its cultural resources to create immersive experiences that showcase its rich traditions, utilizing social media platforms for effective cultural dissemination [8]. Group 4: Future Directions for Tourism Cooperation - Significant progress has been made in tourism cooperation, with China becoming Kazakhstan's second-largest source of tourists in the first half of 2024, following Russia [11]. - A long-term cooperation strategy that encompasses cultural, economic, and social dimensions is necessary, including training for tourism professionals and hosting cultural events to enhance mutual attraction [11][12]. Group 5: Language and Communication Barriers - Language services for tourists, particularly in historical cities like Xi'an, are lacking, which hinders cultural understanding [12]. - Both countries need to develop bilingual tourism resources and improve signage to enhance the visitor experience and facilitate better communication [12].