Core Insights - The tourism and scenic spots sector experienced a slight decline of 0.02% on October 29, with Tianfu Culture and Tourism leading the drop [1] - The Shanghai Composite Index closed at 4016.33, up 0.7%, while the Shenzhen Component Index closed at 13691.38, up 1.95% [1] Sector Performance - Key stocks in the tourism sector showed mixed performance, with notable gainers including: - Caesar Travel (Code: 000796) with a closing price of 6.44, up 3.37% and a trading volume of 1.6385 million shares, totaling 1.066 billion yuan [1] - Changzi Mountain (Code: 6605099) closed at 52.61, up 2.59% with a trading volume of 116,700 shares, totaling 610 million yuan [1] - Conversely, Tianfu Culture and Tourism (Code: 000558) fell by 2.79% to a closing price of 5.23, with a trading volume of 514,300 shares, totaling 268 million yuan [2] Capital Flow Analysis - The tourism sector saw a net outflow of 222 million yuan from major funds, while retail investors contributed a net inflow of 242 million yuan [2] - Specific stock capital flows indicated: - Yunnan Tourism (Code: 002059) had a net inflow of 3.1815 million yuan from major funds, while retail investors contributed 3.8099 million yuan [3] - ST Zhangjiajie (Code: 000430) experienced a significant net outflow of 4.1801 million yuan from major funds, but a net inflow of 4.1691 million yuan from retail investors [3]

Core Insights - Changsha's retail sales growth in the first three quarters of 2025 matches the provincial rate and exceeds the national average, showcasing resilience and vitality in a complex economic environment [1] - The city has seen significant investment in major projects, with a record high in investment scale for the same period [1] Consumer Market Boost - The recent Hunan home appliance warehouse direct sales event attracted a large number of consumers, achieving over 50 million yuan in sales on the first day [2] - Over 6.69 million people participated in the "old for new" policy, driving sales in various categories to reach 38.8 billion yuan [4] - During the National Day and Mid-Autumn Festival, Changsha organized over 280 promotional activities and distributed 50 million yuan in consumer vouchers, effectively releasing market potential [4] - From January to September, retail sales in Changsha grew by 5.5%, surpassing the national growth rate by 1 percentage point [4] Investment Attraction - In the first three quarters, Changsha introduced 153 major projects with a total investment of 135.93 billion yuan, marking a 20.5% increase from the previous year [5] - The city has seen a 12.4% year-on-year increase in actual foreign investment, totaling 260 million USD [6] - The introduction of 31 projects from the "three categories of 500 strong" companies indicates a strong investment climate [5] Foreign Trade Performance - Changsha exported electric vehicles worth 8.06 billion yuan, a 104.7% increase, accounting for 93.6% of the province's total [6] - The city's total import and export volume reached 211.91 billion yuan, with a year-on-year growth of 3.2%, representing 53.5% of the provincial total [8] - Trade with Africa has become a highlight, with imports and exports reaching 23.91 billion yuan, a 56.7% increase [8]

大同文旅"十四五"成绩单亮眼 迈向国际知名文化旅游城市 中新网大同10月29日电 (记者 胡健)山西省大同市政府新闻办日前召开"辉煌'十四五' 奋进新征程"主题 系列新闻发布会，通报"十四五"以来大同市文旅行业发展成就。"十四五"期间，大同市文旅产业围绕建 设"文化之城"和"国际知名文化旅游城市"目标，整体呈现市场"旺"、业态"新"、服务"优"、品牌"靓"的 特点。 大同市文旅局副局长刘海鹏介绍，2022年至2024年，大同市游客量从3187.62万人次跃升至6229.89万人 次，旅游收入从152.57亿元上升至613.46亿元，其中2023年、2024年同比增幅分别高达104.02%和 97.08%。大同作为山西旅游热点门户城市的地位日益巩固，多次跻身全国旅游热点城市榜单。 山西省大同市政府新闻办召开"辉煌十四五奋进新征程"主题系列新闻发布会，通报"十四五"以来大同市 文旅行业发展成就。大同市委宣传部 提供 酒店控价措施。同时，强化市场秩序监管，解决民众急难愁盼事项188件，为游客挽回经济损失6.34万 元，起底清查20起违法违规案件。 "十四五"期间，大同文旅产业体系更加健全。刘海鹏指出，大同市新培育A ...

Group 1 - The core idea of the news is the launch of the "Strolling through Beijing in Autumn" event, which aims to provide citizens with an immersive urban leisure experience during the autumn season [1] - Beijing has introduced four "Autumn Walking Aesthetics" routes that highlight the city's cultural heritage and autumn scenery, featuring ancient architecture, suburban areas, hutongs, and Liangma River [3] - The event includes the installation of hundreds of "autumn-themed" public art pieces and benches, enhancing the experience of enjoying autumn in the city [6][10] Group 2 - The collaboration between Beijing's cultural tourism department and social media platforms aims to promote outdoor activities and encourage citizens to share their autumn experiences online, creating a closed loop of online interaction and offline engagement [5] - The "Autumn Bench Three-Minute Plan" introduces three major movie frame scenes in parks, allowing visitors to capture picturesque moments against the backdrop of autumn foliage [6][8] - A total of 50 popular autumn viewing spots have been selected, with over 200 benches and themed mailboxes installed to enhance the interactive experience for visitors [10][12] Group 3 - The news highlights the unique autumn scenery in Fuzhou, where various trees have turned vibrant colors, attracting many visitors to the banks of the Min River [14] - The early color change of the leaves this year is attributed to dry weather and significant temperature variations, resulting in more vivid colors [16] - Fuzhou's parks and green spaces are interconnected, providing residents with accessible leisure areas and promoting outdoor activities such as photography and creative autumn-themed projects [18][19]

曲江文旅表示，年初至报告期末的营业收入同比减少的主要原因是票销类收入、专项活动收入及公建物 业收入减少所致；归母净利润同比减亏的主要原因是公司收到大额回款，冲回应收款项减值准备所致。 财务数据显示，第三季度曲江文旅的营业收入约2.06亿元（人民币，下同），同比减少29.98%；归母净 利润约-1095.95万元，同比减少277.01%；扣非后归母净利润约-1246.27万元，同比减少350.09%。 前三个季度曲江文旅的营业收入约7.38亿元，同比减少30.68%；归母净利润约-2484.01万元，去年同期 为-1.81亿元；扣非后归母净利润约-2484.01万元，去年同期约-1.84亿元。 10月28日，西安曲江文旅股份有限公司（曲江文旅，600706.SH）发布2025年第三季度报告。 （智通财经记者 唐莹莹） ...

来源：市场资讯 （来源：广发微管家） 上周四中全会审议通过《十五五规划建议》，并发布公报。这是中央对十五五规划的建议稿，详细产业规划重点将在次年3月两会《纲要》中披露。我们 从公报中提炼出几大可能受到资本市场关注的关键词，以概览十五五时期的战略方向及主线投资线索。 关键词一：科技自立自强 在12大具体目标中，"现代化产业体系"升级为首要任务，"科技"其次，相较十四五顺序调转，但"科技"重要性反而上升：一是十五五发展目标设计中「高 质量发展」和「科技自立自强」居首，科技是首次独立成段，足以反映科技创新赋能经济增长的重视程度；二是科技相关的篇幅、定调表述更突出，"抢 占科技发展制高点""加强原始创新和关键核心技术攻关"都是增量叙事，尤其强调相对于二次创新的"原始创新"，与现代化产业体系"未来产业"一脉相 承。此外，首提"新一轮科技革命和产业变革历史机遇"，与当前全球AI革命深刻变革相呼应。 投资思路 投资思路 未来五年科技方向领域或将涌现多条高增长赛道： 关键核心技术强调"卡脖子"领域攻关，数字中国涉及从上游算力、中游算法/数据、下游应用等AI产业链环节，以上具体指引或将推动科技成长行情继续 向纵深扩散演绎。关注 ...

9月亚洲（中国）文旅综述 本文来自微信公众号"空间秘探"，作者：ABNData，36氪经授权发布。 01 全球旅游业发展动态 9月10日，联合国世界旅游组织发布的《世界旅游业晴雨表》显示，2025年上半年全球国际游客到访量同比增长5%。数 据显示，今年上半年全球共有约6.9亿人次出境旅行，比去年同期增加约3300万人次。亚太地区整体增长11%。 美国方面， 根据亚洲旅宿大数据研究院监测数据，美国服务业9月陷入停滞，商业活动生产指数自2020年5月以来首次跌 入萎缩区间.新订单大幅下滑,就业连续4个月收缩，凸显川普关税政策与政策不确定性对经济最大部门的冲击。在产业别 方面,9月共有10个服务业分项呈现成长，由住宿餐饮服务业,医疗保健领涨；7个产业则陷入萎缩，包括矿业,营建与零售 业。美国福克斯新闻网报道称，美国旅游业正面临数十年来最严峻的挑战，因为加拿大、英国、中国、德国、巴西、墨 西哥等世界重要客源市场的旅行者纷纷放弃了赴美计划。造成目前现状的主要原因是特朗普政府对于入境人员的严格审 查、不稳定的政治和经济环境、签证政策以及持续提升的签证费用等。美国将于10月1日起生效的"签证诚信费"政策，使 得大多数国家和 ...

据悉，此次活动为期两天，10月29日将组织重点嘉宾考察三亚旅游资源与消费市场，为引入更多品 牌首店与旗舰店奠定基础。 2025ELLE风尚大典 在三亚启幕 "时尚+旅游"赋能国际旅游消费中心建设 海南日报三亚10月28日电(海南日报全媒体记者 李艳玫)10月28日，以"无限·浪潮"为主题的 2025ELLE风尚大典在三亚开幕。这场由《世界时装之苑ELLE》与三亚市旅游发展局联合呈现的时尚盛 会，深度融合国际前沿时尚与三亚独特的滨海风情，以"时尚+旅游"的创新融合模式，为三亚打造国际 旅游消费中心注入新动能。 值得关注的是，本届大典特别设置了三亚文化展示区，黎锦、黎陶、椰雕等非遗精品与三亚城市文 旅推广IP"好运椰家族"的"椰宝"、2026年亚洲沙滩运动会吉祥物"亚亚"同台亮相，构建了一个集时尚、 艺术与在地文化体验于一体的交流平台，彰显了三亚深厚的文化底蕴。 ...

9月，"从上海西站出发——沿着沪宁去旅行"系列旅游产品正式面向市场发布并上线运营。该项目由普 陀区文旅局、铁路上海站、上铁文旅集团联合开发设计，精心设计5条主题线路，各具特色： 秋日里，一趟趟旅游列车从上海西站驶出，载着游客沿着沪宁线，开启一段段融合人文与自然的精彩旅 程。 上海西站地处上海内中环之间，京沪铁路、沪昆铁路、沪宁城际铁路，上海轨道交通11号线、15号线等 在此交会。这里成为集铁路、地铁、公交等多种交通方式于一体的城市副中心级综合交通枢纽。 "加强资源整合，加速推进旅游业升级焕新，持续丰富文旅产品供给，满足群众日益多元的消费需 求。"普陀区文旅局党组书记、局长周涵嫣表示，将持续深化与沿沪宁产业创新带各城市在文化交流、 资源推广、节庆会展等领域的联动合作，推动区域文旅深度融合高质量发展。 《 人民日报 》（ 2025年10月29日 14 版） (责编：卫嘉、白宇) 关注公众号：人民网财经 南京线以"文化快旅"为核心，带领游客领略六朝古都的深厚底蕴；常州溧阳线主打"深氧静心"，邀请游 客沉浸于天目湖的秀美山水之间；南通泰州线侧重"文博寻根"，行走于唐闸古镇感受工业遗存；无锡苏 州线则尽展"江南印象"的 ...

Core Points - The signing of the China-ASEAN Free Trade Area 3.0 upgrade protocol during the 47th ASEAN Summit on October 28 aims to enhance economic cooperation and support multilateral free trade amidst global uncertainties [2][3] - The 3.0 version introduces significant upgrades in nine areas, marking a shift from previous agreements and indicating a new development phase for the China-ASEAN Free Trade Area [2][4] Summary by Sections Trade and Economic Cooperation - The original goal of the China-ASEAN Free Trade Area was to eliminate all tariffs and non-tariff barriers on goods trade, achieving over 90% zero tariffs by 2010 [3] - The 2.0 version aimed for a bilateral trade volume of $1 trillion and $150 billion in mutual investment by 2020, focusing on enhancing the liberalization of goods trade [3] Supply Chain Connectivity - The 3.0 version emphasizes supply chain connectivity, addressing issues such as the free flow of key products and services, infrastructure connectivity, and collaborative responses to supply chain disruptions [4][5] - It includes provisions related to digital economy, standards, and trade facilitation, which are crucial for building a secure and efficient regional supply chain [5] Emerging Topics - New areas of cooperation in the 3.0 version include digital economy and green economy, which extend beyond traditional trade topics [6][7] - The digital economy section covers measures for seamless digital trade, data management, and cybersecurity, aiming to enhance participation from small and medium enterprises [6] - The green economy focus includes environmental products and services, promoting sustainable economic growth and energy transition [7] Institutional Development - The 3.0 version introduces separate chapters on standards and regulations, competition, and consumer protection, reflecting the need for higher institutional standards in trade agreements [8] - It aims to unify standards and technical regulations, while also enhancing protections for online and tourism consumers, fostering a fair and transparent market environment [8]