2025年已过半，上半年文旅上市公司股价表现如何？谁暴涨，谁暴跌？本期知酷文旅将进行汇总。 目前，知酷文旅重点关注的A股、港股、美股的文旅上市公司共有55家，涵盖旅游景区、酒店、在线旅游平台、旅行社、文旅供应链企业等多个类别。 55家文旅上市公司上半年市值变化情况 据知酷文旅统计，自2025年1月1日起至6月30日，55家文旅上市企业有31家市值上涨，24家市值下降。 其中涨幅最高的前三名分别为万达酒店发展173.65%、飞扬集团140.7%、金马游乐92.68%。市值上涨的公司中，有12家公司涨幅超过20%，有19家公司涨 幅超过10%。 | | | 2025年上半年文旅上市公司市值涨跌幅 | | | | --- | --- | --- | --- | --- | | 序号 | 证券代码 | 公司名称 | 上半年市值涨跌跌 | 截至6月30日总市值 (单位:亿元) | | 1 | 00169.HK | 万达酒店发展 | 173.65% | 26.99 | | 2 | 01901.HK | 飞扬集团 | 140.70% | 1.26 | | 3 | 300756.SZ | 金马游乐 | 92.68% | 45 ...

调研中，刘宁听取汤阴县、安阳县经济社会发展情况汇报，强调要深刻领悟"两个确立"的决定性意义，坚决做到"两个维护"，深学细悟习近平总书记在河南 考察时重要讲话精神，按照省委十一届九次全会部署，聚焦"1+2+4+N"目标任务体系，着力抓项目、扩投资、稳增长，构建体现县域特点、具有比较优势的 现代化产业体系，推动乡村全面振兴，不断增进民生福祉，扎扎实实加强社会治理，统筹好发展和安全，因地制宜推动兴业强县富民一体发展，抓紧抓细深 入贯彻中央八项规定精神学习教育后续工作，为奋力谱写中原大地推进中国式现代化新篇章贡献力量。 陈星参加调研。（记者 刘婵 张笑闻/文 董亮 蔡迅翔/图） 责任编辑： 张家祺 近年来，安阳市大力发展优势主导产业，以科技创新引领产业转型升级。位于安阳县的河南旭阳光电科技有限公司生产的高端显示材料处于行业领先地位， 刘宁察看展厅和生产线，对企业创业创新创造的实践表示赞赏，鼓励他们继续发挥技术优势，推进"链主+产业链"集群建设，围绕上下游延链补链强链，推 动创新链和产业链深度融合。河南铭镓半导体有限公司生产的新型半导体材料应用于航空航天、新能源汽车等新兴产业领域，刘宁详细了解产品性能、制造 工艺等，希 ...

转自：前瞻产业研究院 行业主要上市公司：华侨城(000069.SZ)、张家界(000430.SZ)、三湘印象(000863.SZ)、曲江文旅 (600706.SH)、复星旅游文化(01992.HK)、宋城演艺(300144.SZ)等 本文核心数据：客运量 1、交通运输业概述 交通运输业是指利用各种运输工具，促使客、货沿特定路线实现空间位移的生产部门。交通运输工具主 要包括：空运、铁路、公路、水运及管道。 2、公路行业运客现状 2015-2022年，我国公路运输客运量逐年下滑。2022年，我国公路运输完成营业性客运量大幅下滑至 55.87亿人，随后20231年、2024年连续上升，2024年有所回升至117.81亿人，同比增长7.0%。 3、铁路行业运客现状 2009-2019年全国铁路客运量呈现稳步上升趋势。2020年，受疫情影响，我国铁路客运量出现大幅下 降，达22.0亿人次，同比下降39.9%;2021年-2024年，全国铁路客运量开始回升，2024年达到43.1亿人 次，同比增长11.9%。 4、空运行业运客现状 近年来，我国水路旅客运输量呈现波动态势，。自2020年新冠疫情以来，水路旅客运输量大幅下降 ...

新疆戈壁的枸杞凭借对盐碱地的适应性，在荒漠中开辟出产业赛道，既创造农产品价值，更通过改良土 壤形成长期生态经济价值。 西藏青稞种植与望果节文化融合，让传统农业衍生出文化经济内涵。 各地经济发展的鲜活实践，展现了多元产业的蓬勃活力，呈现了不同领域在产业培育、模式创新与价值 转化上的积极探索。 ■土地里的经济密码 夏日的田野不仅生长作物，更孕育着特色经济的活力。 ■体验中的经济活力 夏日文旅正成为消费增长的新引擎。 河北秦皇岛国际烟花艺术节汇聚8国团队，以18场表演激活夜间经济，带动餐饮、住宿等关联消费。 安徽宣城的亲水漂流依托生态资源，将暑期热度转化为实实在在的旅游收入。 这些文旅活动不仅是 "流量担当"，更通过差异化体验形成品牌效应，让"清凉经济""夜间经济"成为地方 经济的新增长点，展现出消费对经济的拉动作用。 从土地里的作物到车间里的产品，从田间的收割机到景区的人流，夏日经济的多元场景中，藏着资源转 化、技术赋能、消费升级的共同逻辑 —— 以创新激活潜力，用特色创造价值，这正是各地经济持续增 长的核心动力。 湖南湘潭 42.2 万亩早稻的机械化收割，依托政策补贴激发农户积极性，亩产提升与成本下降的双重效 ...

记者来到正在试营业的此刻咖啡，只见两个相邻的罐体被打通，一边是咖啡吧台，一边是调酒吧台，几名年轻顾客坐在罐子里品咖啡。沿着楼梯 登上油罐顶部，整个油脂厂尽收眼底，这里将被改造成天台花园，作为精酿啤酒体验区，并在周末举办小型音乐会。 紧邻此刻咖啡店，是一家由油脂厂办公楼改造而成的快闪艺术商店。近期，商店主题是"夏日创意集合"，展示了泥塑、皮老虎等10多种不同类型 的文创产品。 来自江苏省无锡市的邱先生和家人到长沙旅游，将油脂厂作为游览完岳麓山和橘子洲之后的下一站。从钢铁厂退休的邱先生走进带着工业气息的 艺术商店，感到既亲切又新鲜，"好像唤起了过去的记忆"。一家人挑选了200多元的商品，准备带回去送给朋友。 这个夏天，湖南长沙湘江之畔，一个消费"新物种"闯入了人们的生活。 初见它时，不过是3大9小共12座外表斑驳的油罐，和不远处的摩天大楼相比，显得很不起眼。走进去，里面却是咖啡店、啤酒屋、展览馆、艺术 商店等，足以勾起市民和游客的好奇心。 这便是焕然一新的长沙油脂厂。曾几何时，它是长沙市粮油公司油脂仓库，见证了老百姓提着油壶凭票打油的历史。20世纪90年代停止运营后， 这里一度闲置。如今，长沙油脂厂引入策展商业、 ...

Group 1 - The core viewpoint of the article is the release of the "Beijing Special Action Plan for Deepening Reform and Boosting Consumption," which aims to enhance the city's consumption capacity and competitiveness in the global market by implementing 24 specific tasks across six areas [1][7][10] - The plan targets an average annual growth of around 5% in total market consumption by 2030, with the goal of establishing 2-3 new consumption landmarks worth over 100 billion yuan [1][7] - The action plan emphasizes the importance of optimizing service consumption experiences and enhancing the dynamism of goods consumption [1][3] Group 2 - The plan includes measures to promote reasonable growth in wage income and improve employment services, particularly for college graduates and flexible workers [2][6] - It aims to develop new business models and services in the silver economy, home services, and digital consumption, while also promoting green consumption and national trends [3][8] - Specific initiatives include the regulation of the "millet economy," encouragement of quality animation production, and the introduction of international esports events to enrich consumption scenarios [3][8] Group 3 - The action plan outlines strategies to optimize housing consumption, including the development of residential land near transportation hubs and the implementation of a "mortgage transfer" policy [5][12] - It also focuses on enhancing the regulatory framework for new business models and reducing institutional transaction costs to stimulate market vitality [6][12] - The plan highlights the importance of integrating cultural and commercial spaces, promoting the renovation of underutilized venues, and expanding public access to waterfront areas [9][11]

Core Viewpoint - The "Beijing Action Plan for Deepening Reform and Boosting Consumption" aims to achieve an average annual growth of around 5% in total market consumption by 2030, establishing 2 to 3 new consumption landmarks worth over 100 billion yuan, and enhancing Beijing's role as an international consumption center [1] Group 1: Economic Growth and Employment - The action plan emphasizes promoting reasonable growth in wage income and implementing a priority employment strategy to ensure sustainable income growth for urban and rural residents [1] - It proposes to improve the minimum wage adjustment mechanism and broaden channels for property income, encouraging listed companies to increase dividend rates and asset management institutions to diversify investment products [1] Group 2: Consumption Upgrade and New Business Models - The plan outlines measures to enrich the silver economy, expand domestic service supply, cultivate health-oriented consumption, establish digital consumption benchmarks, and promote green consumption [2] - It highlights the development of "Internet + Healthcare," with 307 medical institutions providing internet diagnosis services by June 2025, and a 44.98% year-on-year increase in internet diagnosis visits [2] Group 3: Urban Development and Infrastructure - Beijing has completed 10 river and lake enhancement projects, adding 70 kilometers of slow-moving systems, and aims to open more public spaces along water bodies for recreational use [3] - The city plans to open over 450 million square meters of new large commercial facilities from 2022 to 2024, with 75 million square meters opened in the first half of 2025 [3] Group 4: Consumer Convenience and Regulatory Measures - The action plan supports residents in using housing provident fund withdrawals for down payments while applying for housing loans, reducing the financial burden of large purchases [4] - It aims to streamline regulatory processes, enhance consumer experience, and facilitate efficient business operations through integrated supervision and reduced project approval times [4]

Core Insights - The upcoming Bilibili World 2025 (BW2025) event in Shanghai is expected to attract hundreds of thousands of young attendees, primarily from the post-00s and post-05s generations, significantly boosting local tourism and consumption [1][3][8] - Travel data indicates a substantial increase in travel bookings to Shanghai during the BW2025 event, with hotel reservations and flight searches showing remarkable growth [1][4][5] Travel Data - During the BW2025 event week, Shanghai's tourism bookings surged by 35% compared to the previous week, with a 36% increase in train ticket searches and nearly a 50% rise in flight bookings year-on-year [1][4] - The top ten sources of flight bookings for young travelers to Shanghai include Guangzhou, Shenzhen, Chengdu, and others, with Shenzhen and Wuhan showing nearly 100% growth in bookings [3][4] Hotel and Accommodation Trends - High-star hotels near the BW2025 venue are experiencing a significant increase in bookings, with one hotel reporting a 475% growth in advance reservations compared to the same period last year [5][8] - By the first week of July, nearly 15% of high-star hotel bookings in Shanghai were made by post-00s travelers, indicating a strong interest from this demographic [4][8] Cultural and Economic Impact - The BW2025 event is expected to stimulate local consumption across various sectors, including dining, entertainment, and retail, as young attendees engage in diverse experiences [8] - The rise of the "二次元" (ACG, Anime, Comic, and Games) culture is contributing to Shanghai's status as a leading hub for this demographic, with significant increases in searches for related venues and services [8]

更令人称道的是游戏对公平性的坚持。当市集上的手艺人比拼创意而非摊位费时，《三国：谋定天下》 也抹平了付费差距——20抽保底橙将机制让平民玩家也能凑齐顶配阵容，自动练兵系统确保离线也能稳 步成长。这种"地摊式"的公平竞争，让策略热爱者真正凭实力说话。 当华尔道夫酒店门口的琉璃灯映照在手作耳环上，当柏悦大堂飘起糖画特有的焦香，五星级酒店集 体"下沉"摆地摊的魔幻场景，让整个文旅圈为之沸腾。这种打破常规的跨界操作，与《三国：谋定天 下》中"职业混搭"的战略美学不谋而合。 看似违和的场景往往隐藏着精妙算计，就像游戏中青囊职业的治疗帐篷总出现在意想不到的位置。奢华 酒店经理透露，他们的夜市摊位单日营业额抵得上整层客房收入，这种资源利用效率堪比游戏里的司仓 职业——能在战火纷飞中保持资源正增长，把每个铜板都用在刀刃上。 在地摊经济席卷高端场所的背后，是人们对体验式消费的极致追求。这恰似《三国：谋定天下》打破 SLG传统桎梏的创新：拒绝让玩家困在重复铺路中，转而用自动行军、智能托管等设计，让每位玩家都 能专注于真正的策略乐趣。就像游客不会深究酒店地毯的织数，玩家也不必纠结于繁琐操作，要的只是 那份掌控全局的快感。 看着酒店 ...

Core Viewpoint - The article emphasizes the importance of implementing the strategic directives from the central government regarding the development of the central region, ecological protection of the Yellow River basin, and high-quality development in Henan province, with a focus on modernizing the industrial system and improving people's livelihoods [1][5]. Group 1: Empowering Industrial Transformation and Upgrading - China Cinda's Henan branch focuses on technology innovation in fields such as new materials and advanced manufacturing, supporting specialized enterprises through market-oriented debt-to-equity swaps [2]. - The company has helped listed firms like Huaying Agriculture and Zhongfu Industry reduce debt burdens and has actively participated in the rescue of Kedi Food, ensuring employment for over 15,000 individuals [2]. - A business matching event with the Henan State-owned Assets Supervision and Administration Commission is planned for April 2025 to enhance the financial services for state-owned enterprises [2]. Group 2: Assisting in Risk Mitigation in Key Areas - Since its establishment, China Cinda's Henan branch has invested over 50 billion yuan in acquiring non-performing loans from local banks, aiding in the resolution of risks associated with projects like the Wandaxin Expressway [3]. - The company has contributed to the restructuring of local small banks, acquiring non-performing loans worth 6.167 billion yuan [3]. - The branch has played a crucial role in the "guarantee housing" initiative, facilitating the delivery of 3,319 housing units in the Zhengzhou Tilu project [3]. Group 3: Promoting New Industrial Development - The company supports the transformation of traditional energy enterprises in Henan, providing over 20 billion yuan in funding to major energy groups since 2015 [4]. - It has utilized debt-to-equity swaps to assist the largest lithium hexafluorophosphate producer in expanding production and reducing debt ratios [4]. - The Henan branch is also involved in enhancing the cultural tourism industry, aiding in the bankruptcy restructuring of Luoyang Tourism Group to improve asset operation efficiency [4]. Group 4: Commitment to Strategic Directives - China Cinda's Henan branch is committed to deeply learning and implementing the important speeches of General Secretary Xi Jinping, focusing on the strategic deployment for the central region's rise and ecological protection [5][6]. - The company aims to serve the real economy and promote the development of industries such as cultural tourism, manufacturing, and high-tech sectors in Henan [6].