《德黑兰时报》称，他补充说，伊朗需要增加外国游客，这对维持伊朗旅游业运营至关重要。 据介绍，为吸引更多中国游客，伊朗自2019年7月16日起对赴伊中国公民实行单方面免签入境政策。伊 朗还为中国游客准备了中文导览手册，使中国游客在参观伊朗博物馆和遗址时能更深入地了解当地文 化。 责任编辑：何俊熹 【环球网报道 记者 张倩】据伊朗《德黑兰时报》、努尔新闻网报道，伊朗文化遗产、旅游和手工业部 部长礼萨·萨利希·阿米里近日表示，伊朗计划与中国政府磋商，扩大两国在旅游业的合作，伊朗寻求让 中国成为伊朗旅游业首要合作伙伴。 "中国是我们首要的贸易伙伴，我们希望它也能够成为我们的首要旅游伙伴。"礼萨·萨利希·阿米里在一 场会议上表示，伊朗必须确保在该市场中占有份额，并提到吸引中国游客的重要性。 ...

证券研究报告·黑龙江省资本市场跟踪报告 2025 年 9 月 23 日 江海证券研究发展部 执业证书编号：S1410524040001 1. 江海证券-黑龙江省资本市场跟踪-黑龙 江省资本市场跟踪双周报— (2025.8.24-2025.9.6) – 2025.09.08 2. 江海证券-黑龙江省资本市场跟踪-黑龙 江省资本市场跟踪双周报— (2025.8.10-2025.8.23) – 2025.08.26 3. 江海证券-黑龙江省资本市场跟踪-黑龙 江省资本市场跟踪双周报— (2025.7.27-2025.8.9) – 2025.08.11 4. 江海证券-黑龙江省资本市场跟踪-黑 龙江省资本市场跟踪双周报— (2025.7.14-2025.7.26) – 2025.07.29 5. 江海证券-黑龙江省资本市场跟踪报告- 黑龙江省资本市场跟踪双周报—— （2025.7.1-2025.7.13） – 2025.07.17 机械军工行业研究组 黑龙江省资本市场跟踪双周报 — — 分析师：张诗瑶 (2025.9.7-2025.9.20) 江海证券有限公司及其关联机构在法律许可的情况下可能与本报告所分析的企业存在 ...

Core Viewpoint - The company is actively expanding its business in travel, accommodation, scenic areas, duty-free, and new retail sectors, showing significant growth in revenue and profit for the first half of 2025. Group 1: Business Performance - In the first half of 2025, the company achieved a revenue of 2.09 billion yuan, a year-on-year increase of 8.52%, and a net profit of 49.53 million yuan, up 24.39% [2] - The core travel business, Guangzhilv, reported a revenue of 1.54 billion yuan, growing by 11.78%, and a net profit of 23.29 million yuan, increasing by 34.91% [2] - The accommodation sector, Lingnan Hotel, generated a revenue of 118.56 million yuan, with a growth of 1.60%, and a net profit of 9.73 million yuan, up 23.26% [2] Group 2: Hotel Expansion - The company is implementing a "North-South Coordination" strategy for national expansion, establishing a Northern Headquarters for Lingnan Hotels and a Southern Headquarters for Urban Group [3] - In 2025, the accommodation business signed 69 new projects, adding nearly 4,000 rooms [3] - The hotel management business is expanding in multiple locations, with innovative models driving growth in the southern regions [3] Group 3: Scenic Area Development - The company has established Guangzhilv Yuejing Company to manage scenic area projects, including Baiyun Mountain and Guizhou's ancient Buyei village [4] - In the first half of 2025, the company enhanced market expansion and brand marketing through collaborations and won bids for science popularization projects [4] Group 4: Duty-Free Business Progress - The company is collaborating with China Duty Free Group to establish a duty-free company in Guangzhou, holding a 19.50% stake [5] - The first city duty-free store in Guangzhou opened on August 26, 2025, with plans to leverage travel agency and hotel resources for targeted marketing [5] Group 5: New Retail Developments - The new retail business has made progress in cultural products and seasonal foods, generating nearly 700,000 yuan in revenue from offline sales [6] - Seasonal food marketing has reached new highs, and several self-developed cultural products have been launched to enhance brand influence [6]

Market Analysis - The A-share market exhibited a V-shaped trend with a slight decline, while the bond market experienced a pullback, and precious metals continued to rise to new highs [2][4] - The technology sector remains the main focus of the market, driven by a series of policy events and the upcoming National Day holiday, which may increase profit-taking pressure [4][6] - The market showed signs of differentiation, with a significant number of stocks declining, while semiconductor equipment and banking sectors led the gains [6] Bond Market - The bond market saw an overall decline, with long-term bonds performing weaker than short-term ones, as the 30-year bond futures contract fell by 0.67% [7][11] - The market is characterized by a tight balance, with the central bank's operations indicating a net withdrawal of funds, while short-term rates remain loose [11] - The expectation for interest rate cuts has diminished, leading to greater adjustments in long-term rates, with the 10-year bond yield rising by 1.05 basis points to 1.7980% [11] Commodity Market - Precious metals, particularly gold and silver, reached new highs, with gold prices surpassing 3750 CNY per ounce, reflecting a year-to-date increase of over 40% [8][12] - The industrial commodities market is experiencing a downturn, influenced by supply-side pressures, while precious metals are expected to maintain a strong upward trend due to global liquidity conditions [10][12] - The market is witnessing a divergence where precious metals are strong while industrial commodities are weak, driven by supply and demand dynamics [12] Investment Strategy - The report suggests a shift in market style from "technology-led" to "balanced allocation," with a focus on strong logical segments within the technology sector and the value of dividend stocks [12][14] - In the commodity sector, precious metals and non-ferrous metals are expected to benefit from global liquidity, while industrial products are influenced by supply-side dynamics [12][14] - The report highlights key investment opportunities in various sectors, including precious metals, artificial intelligence, domestic chips, and consumer goods, with a focus on monitoring economic recovery and policy developments [14]

Core Insights - The article discusses the evolution of the "travel residency" concept in China, highlighting the shift from a focus on the elderly to a more diverse demographic that includes younger generations such as Gen Z and millennials [1][6][10] - Cities are competing to attract "travel residents" by enhancing their appeal through various measures, aiming to convert transient visitors into long-term residents who contribute to the local economy [2][14][17] Group 1: Demographic Shifts - The traditional "travel residency" model was primarily associated with retirees seeking warmer climates during winter, exemplified by individuals like Li Lixia who moved to Hainan [1][8] - The new era of travel residency includes a significant influx of younger individuals, with 60% of travelers aged between 20 and 40, indicating a broader appeal beyond the elderly [6][10] Group 2: City Strategies - Cities like Yunnan and Guizhou are implementing specific measures to attract "travel talent," focusing on aspects such as platform building, political guidance, and long-term residency incentives [4][11] - The competition has shifted from merely promoting pleasant climates to emphasizing affordability and livability, as seen in the migration patterns of retirees from crowded areas like Sanya to less populated regions like Lingshui [14][15] Group 3: Economic Impact - The travel residency market is showing robust growth, with Yunnan receiving 280.3 million visitors in the first half of 2025, a 45.4% increase year-on-year, and an average stay of 91 days per visitor [4][15] - The real estate market in Yunnan is thriving, with 33.5% of property purchases coming from outside the province, indicating that travel residents are a significant economic driver [15][16] Group 4: Infrastructure and Services - The success of attracting travel residents hinges on the quality of public services and infrastructure, including healthcare, education, and transportation, which are essential for long-term residency [16][17] - Initiatives like the "15-minute travel living circle" in Yunnan aim to enhance the convenience and quality of life for both locals and travel residents [16][17]

Market Overview - The market experienced a slight V-shaped recovery despite overall poor performance, with storage chip concepts seeing significant gains, including stocks like Demingli and Chengbang shares reaching their daily limit [3] - The Shanghai Composite Index and Shenzhen Component Index closed down by 0.18% and 0.29% respectively, while the ChiNext Index rose by 0.21%, with over 4,200 stocks declining and more than 1,100 stocks rising [4] Technology Sector - The technology sector saw a boost from comments made by the Chairman of the China Securities Regulatory Commission, indicating that the market's technology component has risen to over 25% of the A-share market capitalization, surpassing that of banking and real estate [7] - Nvidia's announcement of a potential $100 billion investment in OpenAI also catalyzed interest in tech stocks, although many experienced a decline after an initial surge [7] - Despite the downturn, the market was lifted in the afternoon by stocks related to lithography machines, which helped the ChiNext Index recover [7] IPO Concepts - Unicorn IPO concept stocks performed strongly, with notable gains in stocks like Heertai and Unicom Holdings, which achieved consecutive daily limits [9][10] - The market is witnessing a pattern where IPO approvals lead to significant price increases in related concept stocks, followed by subsequent declines [11] ST Stocks - Creative Information, which faced a revenue inflation scandal, saw its stock hit the daily limit down after resuming trading, while ST Sicor also experienced a decline of 12.3% [15] - ST Huatuo reached a historical high, with a significant increase of 600% from its lowest point last year, and is expected to apply for delisting from ST status around November [18] Shanghai Construction - Shanghai Construction experienced volatility, with a drop of over 22% in three trading days, followed by a recovery that saw the stock rise by 7.7% [22] - The stock's performance has attracted attention on social media, with discussions around individual investors' strategies and experiences during the fluctuations [22]

西藏旅游(600749)今日跌停，全天换手率12.16%，成交额5.62亿元，振幅7.21%。龙虎榜数据显示，营业部席位合计净卖出1277.52万元。 上交所公开信息显示，当日该股因日跌幅偏离值达-9.83%上榜，营业部席位合计净卖出1277.52万元。 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8652.32万元，其中，买入成交额为3687.40万元，卖出成交额为4964.92万元，合计 净卖出1277.52万元。 具体来看，今日上榜营业部中，第一大买入营业部为国泰海通证券股份有限公司总部，买入金额为1189.95万元，第一大卖出营业部为中国银河证 券股份有限公司北京中关村大街证券营业部，卖出金额为1996.00万元。 （原标题：西藏旅游龙虎榜：营业部净卖出1277.52万元） 相关ETF 数字经济ETF (产品代码: 560800) 近半年该股累计上榜龙虎榜13次，上榜次日股价平均涨1.53%，上榜后5日平均涨7.02%。 资金流向方面，今日该股主力资金净流出5081.55万元，其中，特大单净流出2972.35万元，大单资金净流出2109.20万元。近5日主力资金净流出 2830.74万元。 ...

注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 社会服务行业资金流向排名 | 601007 | 金陵饭店 | -3.38 | 4.56 | -1222.49 | | --- | --- | --- | --- | --- | | 600576 | 祥源文旅 | -4.52 | 4.25 | -1166.14 | | 600258 | 首旅酒店 | -0.73 | 2.02 | -1033.42 | | 002093 | 国脉科技 | -1.75 | 2.12 | -1013.23 | | 600661 | 昂立教育 | -3.60 | 2.42 | -988.98 | | 003032 | *ST传智 | -4.43 | 4.16 | -931.90 | | 300192 | 科德教育 | -1.53 | 8.49 | -913.76 | | 002243 | 力合科创 | -0.43 | 2.14 | -895.34 | | 300860 | 锋尚文化 | -1.32 | 3.52 | -761.70 | | 600826 | 兰生股份 | -1.18 | 2.14 | -734.13 | | ...

Group 1 - Yunnan Tourism experienced a trading halt today, with a turnover rate of 20.15% and a total transaction amount of 1.469 billion yuan, showing a fluctuation of 9.89% [2] - Institutional investors net sold 16.2867 million yuan, while the Shenzhen Stock Connect recorded a net sell of 5.7710 million yuan, leading to a total net sell of 22.7360 million yuan from brokerage seats [2] - The stock was listed on the Shenzhen Stock Exchange due to a daily decline deviation of -9.22% [2] Group 2 - The top five brokerage seats accounted for a total transaction of 260 million yuan, with buying transactions amounting to 10.7 million yuan and selling transactions totaling 15.2 million yuan, resulting in a net sell of 44.7936 million yuan [2] - Among the brokerage seats, one institutional specialized seat appeared, with a buying amount of 1.0217 million yuan and a selling amount of 17.3083 million yuan, leading to a net sell of 16.2867 million yuan [2] - The main capital outflow for the stock today was 226 million yuan, with large orders contributing to a net outflow of 123 million yuan and a net outflow of 103 million yuan from big orders [2]

中山大学海洋科学学院教授刘岚："海草床介于陆地和海洋中间，代表的是海洋当中三大生物多样性最丰富的生态系统，就是红树林、珊瑚礁、海草 床，这块沙滩的生物多样性非常高，海草床为生态系统提供了重要的营养来源，承担了初级生产力的地位，是食物链的底端。" 刘教授说海草往往长在海平面以下，退大潮的时候才能见到，加上形体纤细弱小，所以很难被人关注到。不知情的赶海游客在用铲子和耙子挖坑找海货 的时候，往往就把这些海草连根铲除了。记者在一片海滩上经过指点和仔细辨认，才拍下海草的模样。 央视网消息（焦点访谈）：赶海原本是沿海地区传承千年的一种生活方式。赶海时，渔民会在退潮后的滩涂和礁石区打捞或者采集一些鱼虾、贝类。记 者最近在一些海滩拍摄到一些赶海的人，他们并不是海边的渔民，而是专门赶海的游客。赶海已经被开发成旅游休闲的新项目，再加上社交平台的热推，吸 引了大量游客前往网红赶海地。游客蜂拥而至，同时也带来了简单粗暴的赶海方式。这么做的后果是什么？赶海体验与生态保护又该如何兼顾呢？ 今年暑假，珠海唐家湾沙滩作为社交媒体上的网红赶海目的地，吸引了大量的游客，每天有上万人来赶海。赶海原是海边渔民日常捕获鱼虾蟹的生产活 动，如今游客们模 ...