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研报掘金丨东吴证券:维持陕西旅游“买入”评级,“演艺+索道”双轮驱动的文旅龙头
Ge Long Hui A P P· 2026-02-13 07:04
东吴证券研报指出,陕西旅游以《长恨歌》实景演艺与华山旅游索道为核心资产,形成业务闭环与品牌 壁垒,是A股市场稀缺的文旅融合标的。2024年实现营收12.63亿元,归母净利润5.12亿元,主营业务增 长稳健。服务消费政策频出,支持文旅产业发展。陕西旅游依托华清宫和华山核心资源运营演艺和索道 业务,背靠陕西省国资享受政策红利。维持公司盈利预期,预计2025-2027年归母净利润为3.9/5.1/5.9亿 元,对应PE为30/23/20倍,维持"买入"评级。 ...
一封来自大湾区的春节请柬
Guang Zhou Ri Bao· 2026-02-13 06:47
从广州出发到香港最快不到50分钟,广深港高铁平均约2.8分钟就有一趟列车开行,交通"硬联通",让 大湾区"一小时生活圈"加快从愿景走向现实。广府、客家、潮汕民系在年味中交融共生,英歌舞、舞 龙、飘色等巡游活动接续上演,文化"软联通",让大湾区如一盅文火慢炖的老火靓汤,醇厚中见包容。 如今,来广东过大年,可以透过一场灯会感受多元文化交响,也可以在这里感知"此心安处是吾乡"的湾 区归属感。 珠江潮涌,华灯如昼。2026年粤港澳大湾区灯会2月10日璀璨开幕:近千场特色演艺活动接续上演、骏 马腾云与十五运会吉祥物共同登场、"白+黑"全时游玩模式上线。这还只是岭南新春的序章——烟花璀 璨映珠江、新春花市人潮涌动、广府庙会非遗荟萃、商圈巡游笑语盈盈、醒狮英歌腾跃生风……大湾区 正以全域联动的年味盛宴,向世界发出一封春节请柬:请到广东过大年! 来广东,过个"可触可感"的传承年。 在这里,不止能观灯,更能亲手扎一盏广彩宫灯,学一段英歌舞步,将草药香囊、广绣书签带回家。昔 日广彩远销重洋靠品质,今朝岭南年俗打动世界凭体验:在陈家祠广场非遗体验区感受西关文化,永庆 坊数字粤剧戏服令人惊艳,非遗推介让"广货行天下"从商品升华为文化 ...
北京春节文旅热力值即将拉满
Xin Lang Cai Jing· 2026-02-13 05:57
春节假期即将来临,根据北京第二外国语学院中国文化和旅游大数据研究院的预测,北京入境游完全复 苏,文旅市场将呈现出国际化、年轻化、消费分化的趋势。如何在火热的假期里成功错峰、避开人潮? 请看这张春节文旅节奏图—— ...
西安旅游2025年业绩预亏或触发ST,股价创阶段新低
Jing Ji Guan Cha Wang· 2026-02-13 03:38
Core Viewpoint - Xi'an Tourism (000610) is expected to report a net loss of 237 million to 290 million yuan for 2025, with a potential negative net asset value at year-end, which may lead to a delisting risk warning (ST) after the annual report disclosure [1] Stock Performance - On February 3, 2026, the stock price of Xi'an Tourism fell to the limit down at 10.17 yuan per share, marking a new low since mid-February 2024 due to the anticipated performance loss. On February 6, the stock rebounded by 2.06% to 10.38 yuan per share, with a net inflow of 3.0864 million yuan from major funds. As of February 11, the stock price was 10.51 yuan per share, reflecting a cumulative decline of 16.69% year-to-date [2] Company Structure and Governance - On February 7, 2026, the company appointed Ms. Wang Jia as the deputy general manager. On February 6, the company announced plans to borrow 50 million yuan from its controlling shareholder, Xili Group, to repay loans. As of February 7, the total pledged shares accounted for 13.26% of the total share capital, indicating a high pledge ratio by the controlling shareholder [3] Operating Conditions - The company's net profit, excluding non-recurring gains and losses, has been in continuous loss for 12 years. In the first three quarters of 2025, the operating revenue was 380 million yuan, a year-on-year decrease of 12.75%. On February 9, 2026, the company stated on an interactive platform that operations are normal, and stock price fluctuations are related to market conditions and other factors [4]
A股 聚焦景气赛道与业绩确定性
Qi Huo Ri Bao· 2026-02-13 03:37
Group 1 - The market is expected to continue its upward trend in late February, driven by policy implementation and industry catalysts, with a focus on high-growth sectors [1][4][8] - The recent performance of the A-share market shows a recovery, particularly in the energy sector, despite cautious trading ahead of the Spring Festival [1][4] - The launch of ByteDance's Seedance 2.0, focusing on AI video creation, is anticipated to boost demand for related hardware and software, enhancing the overall AI industry landscape [4][8] Group 2 - Historical data indicates a high probability of A-share index increases before the Spring Festival, with an average increase of 1.72% over the past years [5][7] - The expected increase in liquidity from the central bank and institutional investments ahead of the holiday is likely to support market recovery [7][8] - Post-holiday, the focus will shift to company earnings reports, with strong performers expected to attract investment, transitioning the market from a "pre-emptive" to a "profit-driven" phase [8][9] Group 3 - The anticipated easing of U.S. Federal Reserve policies in March could lead to a weaker dollar and increased foreign capital inflow into A-shares, benefiting core assets in consumption and technology [9] - Consumer data during the Spring Festival will significantly impact the performance of sectors like tourism, retail, and entertainment post-holiday, with expectations of a consumption recovery [8][9]
发放消费券、发票可抽奖……上海“真金白银”促消费
Guo Ji Jin Rong Bao· 2026-02-13 02:48
9天"最长春节假期"将至,国内文旅消费市场提前升温、热潮涌动。政策红利集中释放、文旅业态持续创新、出行需求全面爆发,一场围绕"体验+内容 +服务"的文旅消费升级集中呈现。 上海全城派送新春消费"大礼包" 政府真金白银助力、市场潮流双向赋能,让今年超长春节假期成为文旅消费升级的集中检阅。2月12日10时,上海"乐享消费 有奖发票"活动正式启动, 活动持续至7月31日,共分六期开展,每月一期,覆盖春节、五一等重点消费节点,总奖额高达3亿元,一等奖奖金800元。 上海市商务委介绍,个人消费者在上海市零售、餐饮、住宿、文化艺术、娱乐、旅游、体育、居民服务等行业消费,取得上海市税务局监制、抬头为个 人真实姓名、单张价税合计金额不低于100元的符合要求的电子普通发票,即可参与抽奖。 上海市税务局表示,本次活动以数电发票作为抽奖凭证,涵盖电子普通发票、机动车销售统一发票和二手车销售统一发票,目前上海数电发票覆盖率已 超99%,可充分保障广大商户参与。活动不分线上线下,只要是上海商家开具的符合条件发票均可参与,发票金额大小不影响中奖概率,且须基于真实交易 开具。2月单月奖金达5000万元,恰逢春节消费高峰,中奖概率更高。 市 ...
潮阳发布“好米好花”休闲文旅地图,一键收藏最美乡愁!
Nan Fang Nong Cun Bao· 2026-02-13 02:33
潮阳发布"好米 好花"休闲文旅 地图,一键收藏 最美乡愁!_南 方+_南方plus 春风轻拂练江 岸,千亩油菜含 苞待放。当京灶 大桥下的田野悄 然染上一抹金 黄,潮阳一年中 最富诗意的季节 如约而至。随 着"好米好饭·花 样新年"潮阳稻 田时尚周启幕, 一场稻田文化盛 宴正在全域开 启。主会场潮阳 区关埠CCO休闲 农场与金浦、铜 盂、西胪三大分 会场联动,发起 丝苗米田园赏花 节,将持续至3 月3日。 值此美好春日, 潮阳特别发 布"好米好花"休 闲文旅地图,精 心串联四大核心 赏花体验区与多 个特色节点,将 美丽乡愁一键收 藏。 米香伴花海,潮 阳不同镇街的田 园风光各有韵 味,漫步其中, 随手一拍都是新 春氛围感大片, 快来解锁多点位 的田园打卡体 验。 赏花点1:关埠 镇溪西欧村 CCO休闲农场 油菜花田面积: 1000亩(下底— 溪西欧村连片) 定位地点:潮阳 区关埠镇溪西欧 供销智慧农场 为破解晚稻收割 后农田闲置难 题,关埠镇在高 标准农田中推广 智慧耕种和"稻 油轮作"生态循 环模式,在溪西 欧村、下底村和 堂后村1000多亩 农田打造连片花 海。当地采用区 域分批种植,花 期将从春节延续 ...
“交通枢纽”变身“消费引擎” 春运“新”变化拼出中国经济的活力与韧性
Yang Shi Wang· 2026-02-13 01:48
Group 1 - The Spring Festival travel rush in China has introduced new services that enhance customer experience and create business opportunities [1][4] - The railway sector has expanded its pet transportation service to 110 stations and 170 trains, tapping into the growing pet economy [3][6] - The "light travel" service allows passengers to send luggage door-to-door, covering 111 stations, which integrates passenger and logistics services for mutual benefits [4][6] Group 2 - The pet transportation service is projected to drive a market worth over 310 billion yuan by 2025, linking various industries such as pet carriers and insurance [6] - Airports have launched food markets and delivery services, transforming waiting times into consumption opportunities and enhancing airport revenue [6][10] - The expected travel volume of new energy vehicles during the Spring Festival is 380 million trips, presenting significant opportunities for the charging industry [8] Group 3 - The rise of "reverse tourism," where parents travel to cities where their children reside, is revitalizing local economies in major cities [10] - The direct consumption generated by this year's Spring Festival travel is anticipated to exceed 1.5 trillion yuan, showcasing the resilience and vitality of the Chinese economy [10]
1月份武汉CPI同比上涨0.5%,智能化商品消费需求旺
Chang Jiang Ri Bao· 2026-02-13 00:53
2月12日,武昌万象城的联想专卖店里,不少顾客正在选购新款笔记本电脑。谈及今年1 月的生意,店员林先生印象最深的不是卖了多少台电脑,而是反复被问话:"还有存储硬盘 吗?"回答经常是:"没有。" 国家统计局武汉调查队发布的最新数据显示,今年1月,武汉数据存储设备价格同比上 涨85.3%。业内人士称,受AI产业需求增长与存储设备供应结构性调整等叠加因素影响,内 存价格普遍上涨。 近日,在武广泡泡玛特门店,人流量明显变大。一店员笑称,"小手办承接大情绪",热 门盲盒得定时抢购甚至提前预订。数据显示,今年1月,武汉以盲盒手办为代表的其他文娱 用品价格同比上涨1.3%。 今年1月,武汉CPI温和上涨。业内人士分析,智能化商品、升级型服务与新能源相关 消费成为价格结构性上涨的主要推手,折射出城市消费活力、产业转型韧性。 编辑:熊展平 服务消费市场活跃,主打"为美好生活买单"。调查统计表明,1月份,定制游、深度游 成了热门搜索词,半自助游价格同比上涨4.0%;在景区找个跟拍或者旅拍成了不少人的打 卡标配,摄影服务价格同比上涨2.0%;线上观影、听书、看网文的人也在为内容付费,网 络影音服务价格同比上涨16.2%。 1月份, ...
郑州市有奖发票试点活动启动
Zheng Zhou Ri Bao· 2026-02-13 00:52
Core Points - Zhengzhou has officially launched a prize invoice pilot program to encourage consumers to request invoices and promote consumption growth [2][5] - The total prize pool for the activity is 260 million yuan, with individual invoices eligible for a maximum prize of 800 yuan [2][5] - The program runs from February 12 to July 31, with the invoice participation period from February 12 to July 8 [2][6] Group 1: Program Details - The program is a collaboration between multiple departments, including the Municipal Bureau of Commerce, Finance, and Taxation [2] - Eligible invoices must be digital, compliant, and have a total amount of 100 yuan or more [2][3] - The program covers eight key industries: retail, catering, accommodation, cultural arts, entertainment, tourism, sports, and residential services [2] Group 2: Prize Distribution - The prize distribution includes both "instant lottery" and "scheduled lottery" formats [3] - Instant lottery results are displayed in real-time after invoice upload, while scheduled lottery results are announced on the 15th and 30th of each month [3] - Prizes for the scheduled lottery are categorized into three tiers: first prize of 800 yuan, second prize of 500 yuan, and third prize of 80 yuan [3] Group 3: Participation Guidelines - Consumers can upload invoices through the "Zhenghao Ban" app or designated third-party platforms [4][6] - Each consumer can upload a maximum of five eligible invoices per scheduled lottery cycle [6] - Duplicate uploads across multiple platforms will disqualify the consumer from the current lottery cycle [6]