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“双节”假期三亚多措并举提升服务保障
Hai Nan Ri Bao· 2025-09-29 01:58
提升服务品质,推动旅游体验"暖心升级"。三亚依托行业协会引导酒店、景区、旅行社等市场主体开展 暖心服务行动。酒店推广"提前预约入住""快速退房"等便捷措施,减少游客等待时间;景区推出"轻松游"行李 寄存服务,优化游览路线与标识系统,并提供热水、充电、医疗急救等基础保障,有效提升游览舒适度。同 时,"三亚放心游"平台完成功能升级,整合"文旅活动日历""景区客流可视化"等模块,强化"投诉处理+先行 赔付"双核功能,实现纠纷快速响应与高效处置。 强化市场监管,筑牢旅游安全"防护底线"。节前,三亚通过发布行业告诫书、开展食品安全专项整治等 举措,构建"商家承诺+全民监督+智慧监管"三位一体监管格局。运用"阳光厨房+云监管""物联网溯源电子 秤"等技术手段,严厉打击海鲜调包、缺斤短两等行为。在潜水、摩托艇、海鲜餐饮、汽车租赁等重点领域, 加强执法检查,严肃查处虚假宣传等违规行为,全力维护假日市场秩序与游客合法权益。 游客在三亚·亚特兰蒂斯游玩。海南日报全媒体记者 王程龙 通讯员 爱雯 摄 "双节"假期三亚多措并举提升服务保障 让游客出行顺心游玩舒心 海南日报讯(海南日报全媒体记者 李艳玫)"双节"期间,三亚多措并举提升 ...
以微笑服务传递城市暖意
Hai Nan Ri Bao· 2025-09-27 01:07
李萌 一座旅游城市的温度,源于风物之美,更源于人文之美。 9月26日,三亚"爱Lu"文明旅游微笑服务活动启幕。这场以"爱Lu"为名的行动,取海南话"爱你"之 意,也含有爱"鹿城"三亚之情,将通过"微笑火炬"传递、"微笑之星"评选、各类主题宣传等活动,"让 微笑成为三亚最动人的风景线",为城市人文之美写下生动注脚。 微笑,是一种能量,能在人与人之间传递。作为世界上最通用的"语言",一个真诚的微笑,就能拉 近距离、温暖人心。三亚,这座热门滨海旅游城市,深谙其道,将这份能量化作实实在在的行动—— 去年,倡议"爱Lu"斑马线文明交通,让行人间多了份礼让的微笑,让城市交通多了份有序的温度; 再如,面向全球招募百名"旅游服务质量体验官",邀请游客实地体验涉旅服务、建言献策,用开放 姿态倾听需求,让服务更贴合游客期待。 …… 这场"爱Lu"文明旅游微笑服务的"接力"从一个微笑开始,也将在一次次热情迎客、一次次服务深 耕、一个个榜样引领中持续传递,文明的种子也将向阳而生。 一系列"宠客"行动,透露出三亚对游客的欢迎与尊重,尽显城市好客之道,也让文明维度从抽象概 念变得生动具体。 现如今,随着"爱Lu"文明旅游微笑服务活动的启 ...
A股超4400只个股上涨 芯片板块爆发
Zhong Zheng Wang· 2025-09-24 08:07
除芯片外,光伏设备、机器人概念及房地产板块亦表现活跃;旅游板块的酒店、景区个股调整,旅游 ETF(562510)收盘跌0.27%。 中证网讯9月24日,A股三大指数低开高走集体收涨,超4400只个股上涨,上证指数收盘涨0.83%,深证 成指涨1.80%,创业板指涨2.28%。A股成交额超2.34万亿元,较上一交易日有所缩量。 受龙头公司业绩超预期等因素提振,半导体产业链全线爆发,多只个股涨停。科创50指数大涨3.49%, 表现尤为强势,科创50ETF(588000)涨3.73%。 从资金层面来看,市场持续聚焦科技成长主线,主力资金大幅净流入芯片及人工智能概念,市场情绪在 政策预期与产业利好共振下显著修复。(王宇露) ...
社会服务2025H1中报总结及展望
2025-09-22 00:59
Summary of the Conference Call Records Industry Overview - The social services sector in the first half of 2025 showed uneven recovery, reaching only 79% of 2019 levels. Key areas of growth included K12 training, human resources, and scenic spots, while the travel chain and higher vocational education faced challenges [1][2][26]. Key Points and Arguments K12 Training - K12 training maintained high industry prosperity due to clear policy definitions, contributing positively to the sector's performance [2][3]. Human Resources - The human resources sector experienced significant growth driven by outsourcing and headhunting services, with a reported revenue increase of approximately 30% [3][17]. Scenic Spots - Scenic areas saw both revenue and profit growth, with companies like Xiangyuan Cultural Tourism and Jiuhua Tourism leading the way through asset injections [4][10]. OTA (Online Travel Agency) - The OTA sector, particularly Ctrip, benefited from travel demand, achieving net profit above expectations due to precise overseas spending and strong domestic accommodation and transportation bookings [5][12][26]. Hotel Industry - The hotel sector is nearing a turning point, with average RevPAR down by 4%-5%. However, leading companies like Huazhu and Atour managed to achieve profit growth through operational excellence [5][13][26]. Restaurant and Beverage Sector - The restaurant and beverage industry showed structural highlights despite facing pressures, such as the June alcohol ban. Notable performers included Xiaocaiyuan and Green Tea, with profit growth rates of 35%-36% and 40%, respectively [6][21][23]. Future Outlook - Strong operational companies are expected to outperform in the second half of the year and into 2026. The hotel industry is anticipated to see a supply curve slowdown, indicating a potential turning point. Flight booking data for the upcoming National Day shows a year-on-year increase of 5.7%, suggesting a continued recovery in travel demand [7][8][26]. Xiangyuan Cultural Tourism - Xiangyuan Cultural Tourism is expected to further develop through asset injections and is actively building an online platform to create private traffic [9]. Jiuhua Tourism - Jiuhua Tourism reported a robust performance with a 20% increase in visitor numbers, benefiting from favorable timing and improved transportation access [10]. Challenges and Opportunities in Scenic Areas - Scenic areas face challenges such as increased customer acquisition pressure and rising sales costs. However, those with unique resources, like Jiuhua Mountain and Changbai Mountain, are expected to attract visitors and improve profitability [11]. Investment Recommendations - Investment opportunities are recommended in the OTA sector, particularly Ctrip, and in the hotel sector, with a focus on companies like Shoulv and Huazhu. The restaurant sector also presents potential with companies like Xiaocaiyuan and Green Tea [26][27][29]. Other Important Insights - The duty-free industry is currently in an adjustment phase, with a 9% decline in sales but a 20% increase in average transaction value. The focus is on identifying the turning point in this sector [14][15]. - The professional services industry is embracing AI technology to enhance efficiency and reduce costs, with notable advancements in recruitment and event management [16]. - The education sector is seeing varied performance, with companies like China Oriental Education showing resilience and growth potential through strategic adjustments [18][19][28]. This summary encapsulates the key insights and developments within the social services sector and its sub-industries, highlighting both challenges and opportunities for investors.
北京怀柔百余企业推出长城马拉松文商旅福利包
Bei Jing Shang Bao· 2025-09-17 10:57
借助赛事活动,怀柔区还联动区内商业资源,推出多项商业消费优惠:区内重点商圈也将推出系列促 销,其中万达广场将结合慈善跑发放优惠券,京北大世界和星东天地部分品牌折扣低至6.8折;凯宾斯 基、满乡小馆、群生、三卅等特色餐饮品牌同步推出马拉松及"十一"专属用餐优惠。 赛事当天,怀柔会展中心市集将集中展销长城主题文创产品、本土特色纪念品及怀柔特色商品,方便市 民游客把"怀柔记忆"带回家。 为更好地服务参赛选手,赛事沿途雁栖酒店、雁柏山庄等11家酒店及区域内7家品质酒店,将提前至6时 供应早餐,并免费延迟退房时间至16时,全力保障跑者赛前准备与赛后休息。此外,怀柔区内80家特色 民宿同步推出8折优惠,涵盖山景露台、农家院落等多种类型。 北京商报讯(记者 吴其芸)2025年怀柔长城马拉松暨扎耶德慈善跑将于9月21日正式开跑,赛事不仅串 联起怀柔区内知名景点,让参赛选手在奔跑中感受"山—水—城",更联动文旅、商业、餐饮等百家企业 和商圈,推出涵盖"吃住行游购娱"的全方位优惠,为参赛者和游客提供更加丰富的农文商旅体融合体 验。 活动期间,怀柔区多家景区面向马拉松参与者推出专属游览福利。9月19日—10月31日,凭中签通知或 ...
8月社会零售品消费数据点评:8月社零同比+3.4%,线上零售及金银强劲增长
Shenwan Hongyuan Securities· 2025-09-15 14:35
Investment Rating - The industry investment rating is "Overweight," indicating a positive outlook for the sector compared to the overall market performance [5]. Core Insights - In August 2025, the total retail sales in China grew by 3.4% year-on-year, slightly below market expectations. The total retail sales reached 4.0 trillion yuan, with a month-on-month decline of 0.3 percentage points [5]. - Online retail sales continued to show strong growth, with a year-to-date increase of 9.6% and an online penetration rate of 25.6% in August, up from 24.8% in the same month last year [5]. - The government has introduced several policies to boost consumption, including personal consumption loans and interest subsidies for service industry loans, which are expected to support consumer spending [5]. Summary by Sections Retail Sales Performance - August retail sales reached 3.5 trillion yuan, with a year-on-year growth of 3.6%. The service sector's production index increased by 5.6% year-on-year [5]. - The retail sales of essential goods such as daily necessities and food maintained strong growth, with categories like furniture and gold showing double-digit increases [5]. E-commerce and Online Retail - Online retail sales in August amounted to 1,017.4 billion yuan, with a year-on-year growth of 7.1%. The online retail penetration rate increased significantly, indicating a solidified consumer mindset towards online shopping [5]. Investment Recommendations - The report suggests a positive outlook for sectors benefiting from consumption recovery, including e-commerce, travel, and premium consumer goods. Specific companies highlighted include Alibaba, JD.com, Meituan, and various jewelry brands [5][6].
社会服务行业2025H1业绩综述:盈利能力改善,结构性机会涌现
Changjiang Securities· 2025-09-14 12:41
Investment Rating - The report maintains a "Positive" investment rating for the consumer services sector [11] Core Insights - In H1 2025, the overall industry revenue increased by 1.0% year-on-year, indicating a stable upward trend, while the overall non-recurring net profit decreased by 7.1% year-on-year. However, in Q2 2025, the non-recurring net profit increased by 15% year-on-year, showing a recovery in profitability [2][19] - Structural opportunities are emerging across various segments, with notable improvements in profitability for human resources and hotel sectors [2][19] Revenue Overview - In H1 2025, the revenue growth was driven by a price-volume trade-off, with human resources, outbound tourism, education, dining, and scenic spots showing year-on-year increases of 10.7%, 8.6%, 3.4%, 3.3%, and 0.5% respectively. The duty-free sector is gradually recovering from a weak period, with a year-on-year decline of 10.1% [20][19] - The hotel industry faced pressure, with a year-on-year decline of 2.7% in performance [20] Profitability Analysis - The overall non-recurring net profit for the industry in H1 2025 decreased by 7.1%, but improved by 15% in Q2 2025. The human resources and hotel sectors saw increases of 6.4% and 1.0% respectively in H1 2025 [24][19] - The duty-free, dining, education, and scenic sectors experienced significant declines in non-recurring net profit, primarily due to weak consumer recovery in Q1 [24][19] Cash Flow Insights - The overall operating cash flow net amount decreased by 15.72% year-on-year in H1 2025, with the dining sector showing a positive growth of 28.89% [31][19] - By Q2 2025, the operating net cash flow for outbound tourism and education sectors turned positive, with increases of 38.51% and 18.02% respectively [31][19] Sector-Specific Highlights - **Tea Beverage**: The segment continues to thrive, with significant revenue and profit growth driven by delivery services and seasonal demand. Notable brands like Gu Ming are recommended for their robust growth potential [7][50] - **Dining**: The sector is recovering, but performance among listed companies varies. Brands with strong value propositions and rapid expansion are highlighted for investment [7][52] - **Education**: Quality institutions are experiencing steady growth, with a focus on AI applications enhancing revenue and profit margins. Recommended companies include Xue Da Education and Action Education [8][50] - **Human Resources**: The demand is structurally improving, with AI technology enhancing efficiency and reducing reliance on manual labor. Recommended companies include Keri International and Beijing Human Resources [8][50] - **Scenic Spots**: The tourism sector is witnessing growth in visitor numbers, supported by favorable policies. Recommended companies include Tianmu Lake and Songcheng Performance [8][50] - **Hotels**: The sector is under pressure, but major hotel groups are achieving cost reductions and efficiency improvements. Recommended companies include Shoulu Hotel and Jinjiang Hotel [9][50] - **Duty-Free**: The decline in offshore duty-free sales is narrowing, with positive trends in port stores. Recommended company is China Duty Free [9][50]
社会服务行业投资策略报告:经营分化,龙头领跑-20250912
CAITONG SECURITIES· 2025-09-12 11:43
Core Insights - The report indicates a divergence in performance within the social services sector, with leading companies outperforming their peers [5][7] - The overall revenue for the service consumption sector increased by 1.4% year-on-year in 1H2025, reaching 134% of 2019 levels, while profits declined by 11.5%, recovering to 79% of 2019 levels [12][15] - Key segments such as K12 education, human resources, and scenic areas showed both revenue and profit growth, while hotels, restaurants, tourism retail, and higher education faced challenges [12][13] Social Services Overview - In 1H2025, K12 training and human resources sectors saw revenue growth of 14.4% and 10.7%, respectively, with net profits increasing by 39.5% and 49.8% [12][15] - Scenic areas also reported growth, with revenues up by 3.9% and net profits by 2.4% [15] - Conversely, the hotel sector experienced a revenue decline of 4.5% and a significant profit drop of 40.6% [13][15] Travel Services - The hotel industry remains under pressure, with leading hotels like Huazhu Group and Shoulv Hotel showing resilience despite a decline in RevPAR [16][19] - In 1H2025, leading hotels continued to expand, with Huazhu adding 990 new hotels [16][18] - OTA companies benefited from overall travel demand, with significant growth in overseas business [7][24] Scenic Areas and OTA - Domestic tourism numbers surpassed pre-pandemic levels, with a 20.6% increase in travel volume in 1H2025 [24] - Scenic area performance varied, with Xiangyuan Cultural Tourism and Jiuhua Tourism showing strong growth, while Changbai Mountain faced challenges due to weather [29] - The average ticket price for domestic travel has not fully recovered, remaining at 95% of 2019 levels [24] Professional Services - The human resources sector is experiencing a mild recovery, with companies like Keri International and BOSS Zhipin performing well [7][16] - The education sector, particularly K12 training, continues to thrive, with a focus on AI applications enhancing efficiency [7][16] - The exhibition industry is awaiting macroeconomic improvements to boost performance [7][16] Restaurant and Tea Beverage Sector - The restaurant industry is under pressure, with same-store sales declining, while budget-friendly dining options are showing resilience [7][12] - The tea beverage sector is expanding, with leading brands like Mixue and Gu Ming performing exceptionally well [7][12]
多地发放新一轮消费券,叠加四季度消费旺季,大消费或迎估值修复-股票-金融界
Jin Rong Jie· 2025-09-05 00:28
Group 1 - Recent initiatives in various cities to distribute consumption vouchers, with Ningbo launching a total of 60 million yuan in automotive consumption vouchers and Jinan starting its third round of retail and dining consumption vouchers [1] - The issuance of consumption vouchers has become normalized and precise this year, effectively stimulating demand for durable goods and services, particularly in the context of domestic demand and consumption driving economic growth [1] - The State Council's measures aim to restore and expand consumption, projecting a total retail sales of 47.15 trillion yuan for the year, a year-on-year increase of 7.2% [2] Group 2 - The "Consumption Promotion Year" initiative by 14 departments is expected to further boost consumption, with national catering revenue surpassing 5 trillion yuan for the first time, reaching 5.57 trillion yuan [2] - By 2025, the People's Bank of China will include consumer finance in its inclusive finance assessment, and various regions are launching digital yuan red envelopes, with retail sales expected to exceed 50 trillion yuan [2] - Domestic models indicate that every 1 yuan of consumption vouchers can stimulate an additional 2.3 yuan in consumption, suggesting that policy tools still have room for expansion [2]
个人消费贷款贴息政策落地 三方面激活消费新动能
Zheng Quan Ri Bao· 2025-09-02 16:14
Core Viewpoint - The implementation of the personal consumption loan interest subsidy policy aims to reduce consumer credit costs, stimulate consumption potential, and promote domestic demand, thereby supporting sustained economic growth. Group 1: Policy Overview - The personal consumption loan interest subsidy policy is the first of its kind by the central government, effective from September 1, 2025, to August 31, 2026 [1] - The central government will cover 90% of the subsidy costs, while provincial governments will cover 10%, highlighting a collaborative approach to boost consumption and stabilize the economy [1] - A dynamic adjustment and supervision mechanism will be established to evaluate the policy's effectiveness and potentially extend its duration or expand its support scope [1] Group 2: Impact on Consumer Behavior - The policy is expected to lower consumer credit costs, thereby enhancing consumer willingness to spend [2] - For example, a 50,000 yuan loan at a 3% interest rate would see annual interest payments drop from 1,500 yuan to 1,000 yuan with a 1% subsidy, easing financial burdens for families with significant consumption needs [2] Group 3: Industry Stimulus - The policy is anticipated to stimulate consumer demand, positively impacting related industries such as automotive, home improvement, and cultural tourism [3] - In the automotive sector, reduced loan costs may lead to increased vehicle purchases, boosting production, sales, and related services [3] - The home improvement sector may see a rise in renovation projects, driving demand for home furnishings and appliances [3] - The tourism industry is likely to benefit from increased travel spending, enhancing revenue for hotels, restaurants, and attractions [3] Group 4: Economic Growth and Upgrading - From a macroeconomic perspective, the policy is a significant measure for fiscal and financial collaboration to enhance consumption, promoting consumption upgrades and economic growth [4] - With the subsidy, consumers are expected to shift towards higher-quality goods and services, prompting businesses to invest more in technology, product innovation, and service enhancement [4] - Overall, the policy is set to activate new consumption dynamics, providing fresh opportunities for the consumer market and injecting vitality into sustained economic growth [4]