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展望2026|专访复星旅文CEO鲍将军: Club Med 十年内扩展到100家,加速盘活存量资产
Sou Hu Cai Jing· 2025-12-07 08:46
在私有化后9个月,复星旅游文化集团(以下简称"复星旅文")披露了2026年新战略,再次明确将轻资产化战略进行到底。近日,复星旅文CEO鲍将军在接 受北京商报记者专访时谈到,私有化后的复星旅文正以更"轻"的姿态加速全球布局。具体来看,计划到2035年,Club Med地中海俱乐部一价全包的度假村在 全球实现100家;继续推动亚特兰蒂斯独立上市;加速出清丽江、太仓等重资产项目。未来随着入境游红利的涌现,复星旅文也将迎来新的发展机遇。 2035年拓展5个超级文旅Mall 作为复星旅文旗下核心品牌,私有化后Club Med如何发展备受关注。前不久,Club Med又正式任命法国籍高管斯特凡纳·马凯尔为新任总裁兼首席执行官。 谈到Club Med的发展,鲍将军说道,到2035年,复星旅文计划在全球运营100家Club Med地中海俱乐部、20个地中海·邻境度假村(Club Med Joyview)、5个 超级文旅Mall(HiSphere),实现三条产品线并行快速发展。而鲍将军所说的三条产品线则分别瞄准不同层次的度假市场。截至目前,复星旅文在全球范围 内共运营60余家Club Med地中海俱乐部。 作为复星旅文旗下核心 ...
不只是“热经济”,更是“双向奔赴”!冰雪假期正当时
Xin Hua Wang· 2025-12-07 07:52
12月以来,新疆乌鲁木齐市、阿勒泰地区及吉林省相继按下雪假启动键。激发消费潜力、促进区域发展,雪假的经济溢出效应已经显现。 12月3日,在长春市天定山滑雪场,学生们跟随教练学习滑雪。新华社记者 张楠 摄 去哪儿旅行数据显示,12月3日至7日,吉林省内景区门票预订总量,同比上涨13%。 综合新华社记者报道 新华社音视频部制作 【纠错】 【责任编辑:赵文涵】 12月1日,学生在阿勒泰将军山国际滑雪度假区练习单板滑雪。新华社记者 阿曼 摄 雪假是错峰出游的好时机,吉林、新疆游客外出旅行的热情高涨。数据显示,11月29日至12月7日,从乌鲁木齐和阿勒泰出发的机票预订量均 增长40%以上。三亚、广州等南方城市成为吉林、新疆游客"避寒游"的热门选择,与奔赴冰雪而来的南方游客形成双向消费流动。 编导:龙泠宇 ...
轻资产模式,复星旅文抢滩海南入境游
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-02 04:22
21世纪经济报道记者 唐唯珂 报道 海南入境游,是复星旅文轻资产模式转型的重要机遇。 "海南的入境游不是简单复苏,而是进入了'爆发增长期'。我们丽江项目国际游客占比达20%,亚特兰蒂 斯国际游客量同比涨了140%,这就是市场给我们的信号。"在三亚亚特兰蒂斯"复星旅文2026产品观"大 会上,复星旅文首席执行官鲍将军向包括21世纪经济报道在内的记者表示。 (原标题:轻资产模式,复星旅文抢滩海南入境游) "(公司)私有化后轻松不少。"鲍将军也表示,"退市以后给我们带来了一个更好的环境,特别是在整 个战略调整上面,在整个的公司的战略架构上,包括未来多元化护城河的环境。"此外,他透露,复星 旅文私有化后现金流非常好,债务结构会调得更合理,关于三亚亚特兰蒂斯的REIT(Real Estate Investment Trust,不动产投资信托基金)上市计划还在推进。 "三亚亚特兰蒂斯如果上市成功,我们会有非常大的现金流,负债率也会下降,现在还是进行得非常顺 利的"。此外他表示,目前的房产可售物业会在2026年完全出清。鲍将军进一步指出,"我们原来上市的 时候是地产,现在肯定剥离掉。" "做海南入境游,不能再走'重资产拿地 ...
复星旅文轻资产模式入轨
Bei Jing Shang Bao· 2025-11-30 15:43
完成私有化的复星旅文正加快向轻资产模式转型。11月28日,复星旅游文化集团在"复星旅文2026产品 观"大会上首次系统发布三大核心产品线,并集中签约18个合作项目。复星旅文CEO鲍将军在接受媒体 采访时透露,私有化后公司现金流状况显著改善,债务结构更趋合理,原有太仓、丽江等重资产项目的 配套房产正加速出清,预计将于2026年完成去化。未来,复星旅文全面转向轻资产运营,通过品牌与管 理输出实现全国布局。 三条产品线 此次发布的三大产品线分别瞄准不同层次的度假市场。其中,超级度假村以Club Med为核心品牌,针 对传统景区业态单一、游客停留时间短等问题,推出Club Med Joyview(地中海·邻境)与Club Med Urban Oasis(地中海·白日方舟)产品线,前者定位为"邻近城市,链接景区的欢聚度假营地",后者则 致力于"链接城市人文,打造城市度假村",切入短途度假场景。 超级度假区则依托三亚·亚特兰蒂斯、太仓阿尔卑斯国际度假区等项目的运营经验,面向核心旅游城市 打造多业态融合的综合性度假目的地。目前复星旅文正在推进的太仓二期及全球首个AI主题度假区 ——海南超级地中海项目,成为市场关注焦点。 超 ...
共同富裕彰显“中国之治”优势——广东实施“百千万工程”破解区域协调的发展难题纪实(下)
Xin Hua Wang· 2025-11-30 11:00
区域协调发展是中国式现代化的内在要求。"十五五"规划建议对促进区域协调发展作出重要部署。 区域协调发展也是世界性、历史性难题。受访专家学者认为,广东"百千万工程"这一写在岭南大地的新实践,以地方的鲜活案例彰显了我国的制 度优势。 "以人民为中心",解答难题的"开锁之匙" 事实证明,只有坚持以人民为中心的崇高追求,并拥有政治魄力和战略定力,才有可能解决协调发展难题。广东践行"千万工程"理念,实施"百千 万工程"3年来,通过政府有形之手来弥补市场缺陷,推动区域协调发展取得初步成效。 在记者的调研中,有的专家和干部一开始对于"百千万工程"也是心存疑虑的:明明把钱投到珠三角效率更高、产出更大,可能增长也更快,干嘛 要放到粤东西北去?放着快钱容易钱不挣,非干苦活找苦吃? 基层的变化提供了答案。汕尾市副市长周小壮介绍,随着环境的提升,最近3年每年到汕尾过夜旅游的人数从七八百万增长到2000多万,不仅珠三 角,来自港澳甚至国外的游客也越来越多。 在汕头采访时,一名汕尾企业家告诉记者,以前有些汕尾人在外工作时,只说"我是潮汕的"而不说我是汕尾的,更别提带朋友回老家了。而现在 到了周末,好多人呼朋唤友、成群结伴回家乡。 一名在 ...
徐晓亮:聚力共赢,以“度假革命”开创体验经济新未来
Yang Guang Wang· 2025-11-29 10:02
Core Insights - The article discusses the strategic launch of three core product lines by Fosun Tourism Group, focusing on the shift from traditional tourism to experiential vacationing, emphasizing the importance of emotional engagement in the tourism industry [1][4][14] Group 1: Product Lines and Strategic Focus - Fosun Tourism Group introduced three main product lines: Super Resorts, Super Vacation Zones, and Super Cultural Tourism Malls, marking a significant strategic initiative in the tourism sector [1][13] - The company aims to enhance the vacation experience by focusing on content-driven offerings that resonate emotionally with consumers, distinguishing between tourism and vacationing [1][4] Group 2: Market Trends and Consumer Behavior - There is a growing distinction between tourism, which is characterized by external exploration, and vacationing, which emphasizes internal experiences and emotional connections [4][5] - The shift in consumer behavior post-pandemic highlights a desire for quality time with family and a balanced lifestyle, leading to a preference for immersive vacation experiences over traditional sightseeing [4][5] Group 3: Business Model Differentiation - The article outlines the differences between business hotels and vacation hotels, with the latter focusing on creating memorable experiences and emotional connections rather than just providing accommodation [6][9] - Vacation hotels generate revenue through a combination of room rates and experiential offerings, allowing them to exceed traditional revenue limits associated with business hotels [9][10] Group 4: Competitive Landscape - The competition between scenic areas and vacation zones is discussed, with scenic areas relying on unique natural or cultural resources, while vacation zones focus on creating immersive experiences that encourage repeat visits [10][11] - The article emphasizes that vacation zones aim to foster deep emotional connections with visitors, contrasting with the transient nature of scenic tourism [11] Group 5: Urban Development and Cultural Integration - The concept of Cultural Tourism Malls is introduced, which serve as experiential destinations rather than mere shopping centers, enhancing urban cultural experiences [12] - Fosun Tourism Group's strategy includes expanding its product lines across key urban areas in China, reflecting a commitment to high-quality development in the cultural tourism sector [13][14]
200亿复星旅文 一举拿下14个度假地标
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-29 00:25
Core Insights - Fosun Tourism Group has announced the development of 14 new projects, setting a record for contract signings, with locations in cities such as Guangzhou, Chongqing, and Hangzhou [1][8] - The company reported a revenue of 9.53 billion yuan and a net profit of 460 million yuan for the first half of the year, marking a historical high [1][20] - The CEO indicated that the company aims to return to the capital market in the future but is currently focused on expanding its scale and density [2][3] Business Strategy - Following privatization, the management team has re-evaluated the business strategy, deciding to exit marginal businesses and concentrate on the vacation sector [4] - The company has identified three core vacation product lines: Super Resorts, Super Vacation Zones, and Super Cultural Tourism Malls [5] - The Super Resorts aim to transform traditional scenic spots into comprehensive vacation destinations, while Super Vacation Zones will integrate various entertainment forms in tourist cities [5][6] Financial Performance - The company is projected to generate around 20 billion yuan in revenue for the entire year [2] - Atlantis in Sanya is reported to generate over 1.5 billion yuan annually, making it the highest-grossing single hotel in China [7] - The tourism operation revenue reached 10.2 billion yuan, contributing nearly all of the company's income, while property sales are decreasing [18] New Business Initiatives - The company is launching two new business lines: Mediterranean Neighbor and Mediterranean Daydream, focusing on urban micro-vacations and enhancing existing commercial properties [12][14] - The Mediterranean Neighbor targets hotel supply around 4A/5A scenic areas, with plans to open two new resorts in Xi'an and Hangzhou by next year [13] - The Mediterranean Daydream project in Chongqing will combine cultural tourism and shopping, with a total area of 500,000 square meters [14] Operational Changes - The company is transitioning to a light-asset model, reducing self-owned resorts and properties while increasing the proportion of leased and managed resorts [16][17] - The average daily room rate has risen to 2,021 yuan, reflecting improved operational efficiency [17] - The company has completed an 800 million euro syndicated loan to optimize its debt structure [19] Future Outlook - The company plans to open 100 Club Med resorts by 2035, with a focus on maintaining a balance between natural and cultural elements [11] - The CEO expressed confidence in the company's operational capabilities, aiming to enhance profitability as the light-asset strategy is implemented [20][21] - There are no immediate plans to introduce strategic investors for core assets like Atlantis and Club Med, as current returns are deemed satisfactory [23]
18项合作集中签约,复星旅文CEO详解私有化后新战略
Di Yi Cai Jing· 2025-11-28 10:35
Group 1 - The core focus of the company's future vacation projects will be on three main product lines: super resorts, super vacation zones, and super cultural tourism malls [2][4] - The company aims to expand its super resort projects globally, leveraging its 75 years of experience in the leisure vacation sector, with a target of reaching 100 resorts by 2035 [2] - The super vacation zones will be developed in key domestic tourist cities, featuring comprehensive theme resort complexes that include dining, entertainment, and performances, with a notable example being the "super Mediterranean" project in Sanya [4] Group 2 - The company is adopting a light asset operation model, with many of the signed projects involving the transformation and management of existing projects, including five super resorts, eight super vacation zones, and one super cultural tourism mall [4] - The first super cultural tourism mall is expected to open in the second half of 2026 in Chongqing, aiming to revamp traditional shopping centers into cultural and entertainment hubs [4] - The company has applied for a separate listing of its Sanya Atlantis project as a REIT on the Shanghai Stock Exchange, which is seen as an effective tool to promote light asset operations while retaining management rights [5]
携程度假农庄解锁文旅乡村振兴ESG密码
Huan Qiu Wang· 2025-11-28 07:57
Core Insights - The article emphasizes the role of Ctrip's rural vacation farms in promoting rural revitalization through the integration of culture and tourism, benefiting local residents, intangible cultural heritage practitioners, tourists, and local tourism agencies [1][12] - The project focuses on sustainable tourism models centered around farm construction and green energy, exploring talent development, green operations, community building, and brand marketing [1][12] Employment and Economic Impact - Over 500 employees have been absorbed by 34 rural farms, creating more than 40,000 new jobs in related industries, with over 80% being local villagers, leading to an increase in local per capita annual income by over 40,000 yuan [1] - Each farm establishment has led to approximately 40 new guesthouses in the surrounding area, increasing order volume by 82.4% and average transaction price by 18.7%, with upstream and downstream industries seeing an annual output value increase of over 20 million yuan [1] Talent Development and Training - Ctrip's rural vacation farms have established a sustainable talent cultivation mechanism through the "Ctrip Rural Revitalization Academy," training over 10,000 rural tourism talents, focusing on rural practitioners and guesthouse operators [2] - The "New Farmers Growth Plan" has received over 5,000 resumes, with 80% from the post-2000 generation, providing new opportunities for young people and encouraging their return to rural employment [2] Innovative Models and Cultural Integration - Each farm includes at least one experiential content related to agriculture, animal husbandry, fishing, and forestry, developing unique cultural tourism products based on traditional festivals and local customs [3] - The farms utilize a combination of "online platforms + offline farms + industry chain cooperation" to create a high-end rural vacation ecosystem, enhancing tourism consumption and local product sales [3] Sustainable Practices and Environmental Impact - Ctrip's rural vacation farms have implemented low-carbon hotel models, achieving a 30% reduction in carbon emissions at the Jinzhai Dawan store through renewable energy technologies [7][11] - The Ningxia Zhongning Huangyang Ancient Ruins scenic area has established a photovoltaic project that provides approximately 500,000 kWh of electricity, saving around 200,000 yuan in electricity costs [8] Social Value and ESG Performance - The rural vacation farms have created a model that combines social value with commercial sustainability, enhancing ESG performance and attracting partnerships from government and enterprises [12][13] - The "New Farmers Growth Plan" and the "Rural Revitalization Academy" address the issue of talent hollowing in rural areas, while the farms' low-carbon initiatives provide quantifiable environmental benefits [13][14]
美疯了!高铁直达“四川小三亚”,花海开爆!草莓按盆吃,烧烤香迷糊!
Sou Hu Cai Jing· 2025-11-28 02:54
Core Viewpoint - The article highlights the appeal of Panzhihua as a winter getaway destination, emphasizing its warm climate, abundant sunshine, and beautiful floral scenery, particularly the blooming of the cotton tree and cherry blossoms, making it an attractive option for tourists seeking a sunny retreat during the colder months [6][7][22]. Group 1: Climate and Environment - Panzhihua enjoys over 2700 hours of sunshine annually, with winter temperatures averaging around 20°C, making it a perfect escape from the cold [6]. - The city is referred to as "the city without winter," attracting visitors looking for a warm climate during the winter season [7]. Group 2: Floral Attractions - The city is adorned with the cotton tree, which blooms in winter, creating a picturesque environment with pink flowers throughout the streets [11][22]. - The cherry blossoms and cannonball flowers follow the cotton tree's bloom, contributing to the city's vibrant floral display [26][31]. Group 3: Tourist Activities and Recommendations - Suggested activities include visiting the China Three-Line Construction Museum, which showcases the history and achievements of the city's development [45][54]. - The Panzhihua Zoo is highlighted as a popular attraction, featuring animals reminiscent of characters from the movie "Zootopia," providing an engaging experience for visitors [57][63]. Group 4: Culinary Delights - Panzhihua is known for its diverse food scene, including local specialties like lamb rice noodles and various barbecue options, appealing to food enthusiasts [104][111]. - The city is also recognized as a tropical fruit production base, offering seasonal fruits such as large mangoes and strawberries, enhancing its culinary appeal [102].