这两天，我注意到韩国的知名私募投资基金安博凯（MBK Partners）正式完成了对原苏州华谊兄弟电影世界的全资收 购。 这一项目位于苏州阳澄湖半岛国家级旅游度假区核心地带，占地690亩，未来将更名为海合安苏州阳澄半岛乐园，并计 划追加投资一亿元，宣布打造长三角首个真正意义上的湖滨沉浸式文娱旅游目的地。 另据苏州工业园区官方平台数据，在2025年暑期试运营期间，该乐园接待游客超过35万人次，单日最高客流突破2万， 一跃成为某头部短视频平台暑期全国热门景区榜单的常客。 事实上，这并不是MBK在中国市场的第一次出手，这是一家非常擅长抄底的私募基金。 早在2021年，安博凯便以大幅溢价完成了对神州租车的私有化。 彼时，神州租车受瑞幸风波、疫情冲击和重资产拖累，市值大幅缩水，但安博凯依然提出全面收购要约，坚定推进交 易。 而真正让安博凯在中国文旅市场声名大噪的，是同年对海昌海洋公园旗下四家主题乐园的整体收购。 根据股份购买协议，安博凯收购上述4家海洋主题公园100%股权，并将收购郑州在建项目的66%股权，总交易金额约65 亿元人民币。成为近年来极为罕见的外资文旅整合案例。 回顾安博凯的投资路径，这家公司偏好具有现金流 ...

据新浪财经ESG评级中心，2025年09月24日，Pebblebrook Hotel Trust（PEB.US）MSCI（明晟）ESG评 级由A调降至BBB。 点击查看更多企业ESG评级。 来源：ESG评级中心 ...

21世纪经济报道记者 高江虹 实习生 彭思雨 9月24日17时许，今年第18号台风"桦加沙"已于在阳江海陵岛登陆，登陆时中心附近最大风力13级（40 米/秒，台风级），中心最低气压955百帕。预计，"桦加沙"将以20公里左右的时速继续向偏西方向移 动，强度逐渐减弱。 这场突如其来的台风打乱了众多消费者的计划。 "原本是25日凌晨的航班从香港经多哈飞乞力马扎罗，但22日下午就接到航班取消的消息，赶紧改 签。"深圳胡先生向记者反馈，改签过程一波三折，后续航班迅速一抢而空。携程方面向记者透露，因 台风影响，大量航班取消，这两天服务电话涌进大量改签需求。 另据航班管家的统计，截至9月24日上午十点，深圳、珠海、香港、广州和澳门机场一共取消航班3489 架次。多地旅游景区也受到较大影响，尤其是海南，因为"桦加沙"之后，最新生成的台风"博罗依"似乎 会直扑海南而来，令不少游客观望不前。 游客与企业的双重困境 这场被称为"风王"的灾害已引发连锁反应，9月24日当天海南进出岛列车全部停运，广铁集团宣布广东 全省高铁、普速列车全天停运；深圳、珠海机场分别于23日晚8时、7时起关闭，香港国际机场虽维持运 行，但预计只有极少量航班 ...

Core Viewpoint - OYO, founded by Ritesh Agarwal, has transformed the budget hotel industry in India through a franchise model, rapidly expanding its presence and aiming for an IPO with a target valuation of $8 billion, despite facing challenges in the Chinese market [4][9][42]. Group 1: Company Overview - Ritesh Agarwal, at 19, created a platform aggregating budget accommodations in India, leading to the establishment of OYO [2][4]. - OYO does not own hotels but expands through a franchise model, becoming India's largest budget hotel booking platform within seven years [4][5]. - The brand's distinctive red logo has become synonymous with affordable lodging in India [12]. Group 2: Expansion and Challenges - OYO entered the Chinese market in late 2017, rapidly opening new locations, but faced significant challenges, leading to its exit by 2021 [5][33]. - At its peak in China, OYO managed over 50,000 rooms across 1,000 hotels, but the model's sustainability was questioned due to operational issues and market competition [22][28]. Group 3: Market Position and Strategy - OYO's business model focuses on standardizing low-cost hotels, which previously lacked brand recognition and quality standards [17][39]. - The company has been able to increase hotel occupancy rates from 25% to 65%-70% through its franchise model [17]. - OYO's target market includes budget-conscious travelers, with many hotels priced under 100 yuan per night [36]. Group 4: Financial Performance and Future Outlook - OYO plans to go public with a target valuation of $8 billion, aiming to leverage its brand recognition and market position [9][42]. - The company has recently achieved quarterly profitability for the first time, with a net profit of approximately 62.3 million rupees [42]. - OYO continues to attract investment and has formed strategic alliances, such as with Microsoft, to enhance its technological capabilities [43].

Core Issues - The incident involving the reuse of hotel slippers raises significant concerns about hygiene standards in the hospitality industry [1] - The debate centers around whether hotels can ethically and safely recycle slippers, questioning the legitimacy of "environmental" claims as potential cost-cutting measures amid declining performance [1] - There is a pressing need to address consumer rights regarding health and safety, highlighting the responsibility of companies to ensure transparency and protection for their customers [1]

Core Insights - Las Vegas is experiencing a significant decline in tourism, with visitor numbers dropping for seven consecutive months, indicating a broader economic downturn [1][3][4] - The decrease in international tourists, particularly from Canada and Mexico, is attributed to various factors including trade policies and rising costs [3][4] Visitor Trends - Visitor numbers in Las Vegas fell by 11.3% in June and 12% in July compared to the previous year, with hotel occupancy rates declining by 6.5% and 7.6% respectively [1] - International tourist numbers decreased by 13% in June, with shorter stays reported by visitors [2] Economic Impact - Local businesses reliant on tourism are facing severe challenges, with one transportation service reporting a 60% drop in business [2] - The Las Vegas tourism downturn is seen as a signal of potential national economic trends, reflecting broader issues affecting the U.S. economy [3] Government and Policy Factors - Concerns are rising regarding the impact of U.S. government policies, including trade wars and immigration restrictions, on international tourism [3] - Increased visa fees and stricter entry regulations are contributing to the decline in international visitors [3] Local Responses - In response to the decline in visitors, hotels are offering promotions such as free parking and room upgrades to attract guests [2] - The mayor of Las Vegas has publicly called for the return of Canadian tourists, acknowledging the economic pressure from the drop in international visitors [4]

Group 1 - The company, Lingnan Holdings, primarily operates in the business travel sector, which includes travel agency services, accommodation (hotel) services, and other related businesses in the tourism industry [2]

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) ...

Group 1 - The company has subsidiaries in several cities in Hunan Province, including Changsha, Zhangjiajie, Yongzhou, Zhuzhou, Shaoyang, and Loudi [1] - The company is actively capturing market demand for the "Xiangchao" league by launching themed rooms and exclusive products for fans, which can be accessed with league tickets or purchase receipts [1] - Financial data should be referenced from the company's disclosed periodic reports [1] Group 2 - An investor inquired about the company's distribution across 14 cities in Hunan and the impact of frequent interactions among personnel on the company's performance in the second half of the year [3]

智通财经记者 | 张瑶 智通财经编辑 | 汤威 3. 上海锦江汤臣洲际大酒店外立面改造工程竣工 近日，上海锦江汤臣洲际大酒店外立面、外环境及灯光改造工程全面竣工。作为浦东首家五星级酒店， 洲际酒店集团在大中华区管理的首家奢华酒店，这座矗立于浦东金融贸易区核心区域29年的地标建筑， 树立城市更新与品质升级新标杆。 面对建筑老龄化带来一系列隐患，团队以"修旧如新"为原则，采用防水砂浆+柔性耐水腻子分层修补开 裂墙面，更换168处老化窗框密封胶条，并选用环保型暖色涂料，延续建筑历史质感。同时，户外灯光 系统全面升级，引入智能泛光照明系统，以光为笔，重塑酒店夜间形象。外环境景观焕然一新，将原先 已无法使用、多处破损开裂的水景改造为结合绿化、台阶的精致景观节点，取消遮挡视线的乔木，代之 以层次丰富的花境与灌木组合，提升体验。 德清县文旅集团与四季酒店集团签署合作协议，在莫干山国际旅游度假区打造全新度假酒店——莫干山 四季度假酒店，这也是四季品牌在中国首家高端度假酒店。 该项目将坐落于莫干山国际旅游度假区的核心区，将配备90间客房，包括别墅、套房及客房等，预计 2030年开业。作为莫干山首家直通天然温泉的国际奢华度假酒店 ...