今年以来，景德镇的旅游热度持续升温。不靠名胜古迹，不靠流量IP，这座千年瓷都正通过一场"人人都能动 手"的手工热潮，成为年轻人争相"打卡"的新文旅目的地。从拉胚、画釉、烧制，到吹玻璃、刻素胚，DIY不仅 刷新了游客对景德镇的想象，也让"动手做"成为文旅消费的新主角。 动手做陶瓷 从游客到创作者 "20块钱一小时的烧玻璃太上头了，原本只想玩一下，结果一连烧了四天。"今年5月，刚刚结束研究生课程的艺 术生Claire在小红书上分享了她的"景德镇陶艺沉浸式之旅"。她的这条图文笔记迅速吸引了大量网友关注——没 有参观路线、没有导游旗帜，只有一排排的素胚、颜料、工具和热腾腾的烧制窑炉。 景德镇，这座千年陶都，如今正以"动手制作"的方式重新吸引年轻人。与过去以工艺参观为主的"看陶瓷"不 同，如今来景德镇的游客，更热衷于"做陶瓷"。在老厂、三宝村、陶阳新村一带，"拉胚+上色+烧制"的体验套 餐随处可见。许多店铺推出"69元包两件成品"的陶艺套餐、"39元一小时吹玻璃"的体验课程，提供"不限时拉 胚、免费上色、老师全程带做"等服务，性价比极高。 从走马观花到驻足创作，从"打卡式消费"到深度参与，沉浸式体验正推动景德镇迈向更沉 ...

7月28日从在昆明召开的云南省2025年上半年经济运行情况新闻发布会上获悉，2025年上半年，云南省 能源建设加快推进，新增投产新能源装机1377.01万千瓦，全省发电量同比增长9.3%、原油加工量增长 6.7%、原煤产量增长5.9%。 在稳就业、促增收方面，上半年云南省城镇新增就业28.04万人，农村劳动力转移就业1514.93万人，其 中脱贫劳动力转移就业326.28万人；居民人均可支配收入增长5.3%，农村居民人均可支配收入增长 6.2%、比全国高0.3个百分点，民生支出占比达74.8%。 会上发布，上半年，云南省完成地区生产总值15537.44亿元，同比增长4.4%。上半年全省地区生产总值 增速较去年全年、今年一季度分别提升1.1个、0.1个百分点，与全国差距不断缩小，规模以上工业增加 值、社会消费品零售总额、进出口总额等指标增速也快于一季度、好于去年全年。 资讯编辑：祝蓉 021-66896654 资讯监督：乐卫扬 021-26093827 资讯投诉：陈跃进 021-26093100 上半年，云南省有色行业增加值同比增长16.9%，新能源电池产业增加值增长72.1%；工业大类行业增 长面较一季度提升 ...

Core Insights - The A-share market saw a collective rise in the three major indices on Monday, with the Shanghai Composite Index up by 0.12%, the Shenzhen Component Index up by 0.44%, and the ChiNext Index up by 0.96%. The total trading volume in the Shanghai and Shenzhen markets reached 17,419.14 billion yuan [2][6] - In terms of industry performance, the defense and military, non-bank financial, and pharmaceutical sectors led the gains, while coal, steel, and transportation sectors lagged behind [2][6] - The report highlights a significant differentiation in performance within the social service sector, with 31 listed companies having released their 2025 semi-annual earnings forecasts, resulting in a disclosure rate of 39%. The overall pre-profit rate stands at 55%, ranking fourth among the eight major consumption sectors [8][9] Industry Analysis - The social service sector is experiencing a divergence in performance, with 17 out of 31 companies expected to be profitable in the first half of 2025. The pre-profit rate of 55% indicates a competitive position within the consumption sectors [9] - The report emphasizes the importance of expanding domestic demand and boosting consumption as key strategies for supporting stable economic growth. The potential of lower-tier markets continues to be a significant factor in solidifying the consumption base [8] - The education sector shows signs of marginal improvement, with a pre-profit rate of 63% and a notable decrease in the proportion of loss-making companies. Conversely, the tourism sector faces challenges, with a pre-profit rate of only 36% [11]

Core Insights - Leshan aims to become an international tourism city and a globally recognized tourist destination by 2027, with goals to double inbound tourist numbers, cultural and related industry value-added, and tourism spending exceeding 200 billion yuan [3][10] - The city plans to enhance its tourism experience by upgrading key attractions like Emei Mountain and the Leshan Giant Buddha, while also promoting its culinary scene as a "World Food Capital" [4][6] Group 1: Tourism Development Goals - By 2027, Leshan targets to double the number of inbound tourists, cultural and entertainment enterprises, and achieve a tourism expenditure exceeding 200 billion yuan [3][10] - The strategy includes creating world-class tourist attractions and enhancing the cultural and culinary sectors [4][5] Group 2: Infrastructure and Experience Enhancement - Leshan plans to improve service quality and infrastructure at key tourist sites, aiming for over 10 million visitors by 2027, including 500,000 international tourists [5] - Investments of 12.6 billion yuan are planned for 22 key projects in the Emei Mountain area to enhance its appeal [5] Group 3: Culinary Tourism - Leshan is actively working towards becoming a "World Food Capital," with 34 key food streets and numerous culinary heritage items recognized [7][8] - The city aims to create a brand matrix around "Leshan Flavor" and enhance the international appeal of its culinary offerings [7][8] Group 4: Cultural and Creative Industries - The city is focusing on developing cultural and creative industries, including the creation of "Leshan Gifts" and culturally themed media [10] - Leshan's strategy emphasizes the integration of culture and tourism to enhance visitor experiences and promote local heritage [10] Group 5: Investment and Infrastructure Development - The Jin Kou He District plans to invest 10 billion yuan over five years to develop a national 5A-level tourist attraction, aiming for 4 million visitors annually [9] - The district's strategy includes comprehensive development of scenic areas to enhance tourism offerings [9]

7月28日，和讯投顾徐斌箐称，实在没想到行情愈发让人摸不着头脑。谁能想到，水坝板块到明天就要 出7板，且这只股来自西藏板块的旅游行业，如此偏门的股票都能走出来。反观核心板块，周五集体断 板，虽今日有修复反包，但并非标准反包，包不住周五那根大阴线。不过，水坝板块这波题材后续肯定 还有行情，会有断板、反包的票陆续走强，但行情会走得坎坷，不够流畅。 相反，当前走势最流畅的是创新药高位抱团趋势，PCB、CPU板块仍在上涨，且还是那几只老股，机器 人板块也有高标股走趋势。大盘始终在3600点附近徘徊，让人头晕，牛市仍在，但走得慢，让人难受。 当前行情，连板不像连板，反包不像反包，趋势不像趋势。 对此，他提醒大家有两种应对方法：一是认可板块赛道，像2017年、2021年炒原材料涨价或新能源赛道 那样，长期持有看好个股，牛市还在，可先套牢再研究；二是针对题材股，当前连板股不建议重仓操作 或最好不做。此前水坝概念周末发酵，周一、周二顶一字板，周三换手后，周四进入的，周五就高开断 板，换手进入的也仅能吃一个板。海南自贸区板块今日也无声息，套牢一批人。上周末发酵的人工智能 算力，上海人工智能大会后，今日很多票低开，直接兑现。当前 ...

自贡盐业遗产列入中国世界文化遗产预备名单；大山铺恐龙化石群遗址入选世界地质遗产地名录； 现有彩灯从业人员10万人，灯展市场占有率国内达85%、国外达92%……7月28日，在省政府新闻办举 行的"万千气象看四川·文旅融合发展"系列主题新闻发布会自贡专场上，自贡市文化广播电视和旅游局 局长陈金洪亮出自贡"盐龙灯"优异"成绩单"。 省委十二届七次全会明确支持自贡建设国际旅游城市。手握"盐龙灯"三大"世界级IP"，站在新的起 点上，自贡如何推进文化和旅游深度融合发展？ 深耕"盐龙灯"IP 促进城市品牌与产业升级双向赋能 "自贡将持续深耕'盐龙灯'三大特色文旅IP，促进城市品牌与产业升级双向赋能。"陈金洪介绍，首 先是系统性保护和利用文化遗产，让城市文脉成为"活态记忆"。自贡实施文物建筑保护修缮三年行动， 培育以盐业历史博物馆为核心的博物馆群，建设井盐文化集成体验区；依托世界地质遗产，强化国际交 流合作，建设恐龙科研科普高地。 自贡市商务局局长杨海提到，将打造盐帮菜博物馆和体验馆，把"美食+博物馆"打造成"美食+"复合 主题旅游产品，让"香浓味厚、鲜辣刺激"的盐帮菜可品、可读。 创新求质的同时，自贡依靠设施配套与精细服 ...

Core Viewpoint - Dalian Shengya has announced a strategic partnership with Shanghai Tongcheng, which will lead to significant changes in its governance structure and operational capabilities, potentially revitalizing its business and enhancing its market competitiveness [1][2][3] Group 1: Stock Issuance and Control - Dalian Shengya's stock issuance to Shanghai Tongcheng will result in Shanghai Tongcheng holding 23.08% of the total shares and 30.88% of the voting rights, making it the controlling shareholder [1] - The strategic partnership aims to address long-standing governance issues and enhance the company's operational efficiency through industry collaboration [2][3] Group 2: Financial Performance - In 2024, Dalian Shengya reported a revenue of 505 million yuan, a year-on-year increase of 7.93%, but incurred a net loss of 70.18 million yuan, a significant decline of 304.16% compared to the previous year [2] - The losses were attributed to litigation costs, project delays, and asset impairments, highlighting the financial challenges faced by the company [2] Group 3: Future Prospects and Strategic Goals - The partnership with Shanghai Tongcheng is expected to transform Dalian Shengya from a regional operator to a comprehensive cultural tourism platform, enhancing its ability to integrate resources and improve profitability [3][4] - The collaboration aims to fill the gap in high-end cultural tourism products in Northeast China and leverage the strengths of both companies to create a leading position in the market [4][5]

Core Insights - The number of duty-free shops for outbound tax refunds in China has increased significantly, exceeding 7,200, with a 186% year-on-year growth in the number of tourists benefiting from tax refunds [1] - The sales revenue from tax refund goods and the total amount refunded have both seen substantial increases of 94.6% and 93.2% year-on-year, respectively, indicating a sustained rise in the popularity of "China tours" among foreign travelers [1] Group 1: Policy and Economic Impact - The outbound tax refund policy plays a crucial role in attracting foreign tourists and stimulating consumption, contributing to new momentum for inbound consumption [1] - In April, six government departments jointly issued measures to optimize the outbound tax refund policy, aiming to enhance the shopping experience for inbound tourists [1] Group 2: Regional Initiatives - Various regions are actively launching innovative measures to improve the outbound tax refund consumption environment, such as Shanghai's action plan to enhance international consumption attractiveness and promote tourism [2] - Fujian Province is accelerating the establishment of duty-free shops and optimizing the registration process to create a well-structured network of tax refund shops [2] Group 3: Visitor Statistics and Trends - The number of foreign visitors entering and exiting China has steadily increased, reaching 38.05 million in the first half of the year, a 30.2% year-on-year growth [3] - The number of visa-exempt foreign visitors has also risen significantly, with 13.64 million visitors accounting for 71.2% of all inbound foreigners, marking a 53.9% increase [3] Group 4: Future Development Strategies - To promote high-quality development of inbound tourism, strategies include expanding the range of visa-exempt countries, improving port service efficiency, and enhancing multi-language information services [3] - The Ministry of Commerce is organizing activities to deepen the cultivation of international consumption center cities and optimize the outbound tax refund policy to create a friendly consumption environment [3]

Core Insights - The report highlights a recovery in industrial enterprise profits, with June's profit decline narrowing to -4.3% from -9.1% in May, indicating a marginal improvement in the economic landscape [4][5][6] - The "anti-involution" policy is showing initial positive effects, with specific industries like black metallurgy and automotive experiencing profit improvements [6][7] - The agricultural chemical industry is undergoing a "three-year action" plan to combat internal competition, which is expected to enhance market order and product quality by 2027 [24][25][26] - The coal mining sector is witnessing a favorable fundamental shift, with prices for thermal and coking coal rebounding, suggesting a potential price recovery [28][29][30] Macro Economic Perspective - The report notes a year-on-year decline in profits for large-scale industrial enterprises of -1.8% for the first half of 2025, with a slight increase in revenue growth to 2.5% [4] - The contribution of investment income to profits is expected to increase, as industrial enterprises' investment returns are correlated with market indices [5][6] Industry Analysis Agricultural Chemicals - The agricultural chemical industry is implementing a "three-year action" plan to address issues like illegal production and excessive competition, aiming for significant improvements by 2027 [24][25] - Global demand for agricultural chemicals is recovering, with exports of herbicides, insecticides, and fungicides showing significant year-on-year growth [26] Coal Mining - The coal sector is experiencing a rebound in prices, with thermal coal prices rising to 653 CNY/ton, a 7.2% increase from the year's lowest point [28] - The report indicates that the supply side remains constrained, with production rates in key coal-producing regions still low [28][29] Power Equipment and New Energy - The report discusses the profitability of BC technology in the photovoltaic sector, with companies like Aishuo achieving significant profit improvements [32][33] - The industry is expected to see a recovery in prices as the "anti-involution" policies take effect, enhancing profitability for leading firms [32][34] Media and Entertainment - The report emphasizes the ongoing developments in AI applications and the potential for growth in domestic IP films and related merchandise, particularly during the summer season [38][39] - The upcoming ChinaJoy event is anticipated to boost the gaming sector, with a focus on new game releases and IP-related consumer products [40] Social Services - The report highlights the expected increase in tourism in Hainan following its upcoming free trade zone policies, which are likely to enhance international travel demand [43] - The health food market is projected to grow significantly, driven by rising health awareness among consumers [44][45]

Core Viewpoint - The "Thousand-Year Dong Village: Dreaming of Sanjiang" cultural tourism promotion event aims to integrate the unique ethnic culture and ecological resources of Sanjiang Dong Autonomous County into the "Zhanmao Yang" tourism economic circle, promoting high-quality development of the regional cultural tourism industry [3][4][16]. Group 1 - The event took place on July 26-27, 2025, in Zhanjiang, focusing on cultural tourism collaboration between Guangdong and Guangxi [2][5]. - The opening ceremony was held at the Dinglong Bay Tourist Resort, featuring Dong ethnic performances and cultural displays to provide an immersive experience for attendees [6][7][10]. - On July 27, the event moved to the Zhanjiang City Reception Hall, showcasing the unique charm of Sanjiang through promotional videos, in-depth tourism route analyses, and interactive activities [9][10][11]. Group 2 - A cultural market was set up at the event, featuring local products such as Sanjiang tea, oil tea, glutinous rice, and Dong embroidery, attracting many citizens to experience the flavors of the Dong homeland [11][12][14]. - Multiple tourism cooperation agreements were signed during the event, laying a solid foundation for future customer exchanges and market expansion [15]. - The cultural tourism departments of both regions expressed their commitment to deepening collaboration, enhancing brand image, and promoting a higher level of integration and quality development in the cultural tourism industry [16][22].