8月26日20:00 - 20:50，宋城演艺发展股份有限公司通过电话会议的形式，举办了投资者交流会，中信证 券、兴业证券等63家机构及个人投资者参与。上市公司接待人员包括董事、总裁商玲霞女士，董事、常 务副总裁、董事会秘书赵雪璎女士，财务总监陈胜敏先生以及市场总经理刘颖女士 。 各项目经营与优化措施杭州本部：作为公司大本营和试验田，上半年通过打造高沉浸感演出场景与强互 动游玩体验，利用网红矩阵等放大品牌宣传，五一期间《宋城千古情》创造单日22场演出新纪录。公司 已形成杭州项目整体改造提升初步方案，将发挥演艺核心优势，融合多种文化要素，打造文化演艺王 国，同时突出宋文化表达，契合"她经济"趋势，拓展游玩空间和线路。上海项目：通过丰富和优化演出 内容，推出大量主题活动，上半年利润转正，全年力争实现盈利。佛山项目：2024年春节开业，虽上半 年营收小幅回落，三季度经营面临压力，但大湾区人口众多、消费能力强，项目正在对万人剧场改造提 升，中长期仍有很大增长潜力。西安项目：所在城市演艺项目竞争激烈，但该项目凭借自身优势，客流 实现较好增长，客单价保持稳定。今年打造了皮影街区，完成街区升降台改造。其他项目：九寨项目加 ...

证券代码：300144 证券简称：宋城演艺 宋城演艺发展股份有限公司投资者关系活动记录表 | □ | 特定对象调研 分析师会议 □ | | --- | --- | | □ | 媒体采访 □ 业绩说明会 | | 投资者关系 □ | 新闻发布会 路演活动 □ | | 活动类别 □ | 现场参观 | | ☑ | 其他 （投资者交流会） 中信证券、兴业证券、国盛证券、国信证券、国泰海通、中金公司、银河国际、 | | | 中信建投、平安证券、东北证券、国海证券、长江证券、申万宏源、汇丰银行、 | | 参与单位名称及 | 上海明河投资、星石投资、华西证券、中银证券、方正证券、东吴证券、民生 | | 人员姓名 | 证券、国联证券、花旗银行、广发证券、太平养老、华夏人寿、高盛、富国基 | | | 金、本心实业投资、思晔投资、雪石资产、仁桥资产、深圳景从资产、睿富基 | | | 金、博裕资本、朴易资产、英大保险资管、混沌投资、西部利得基金、平安理 | | | 财、浪石投资及个人投资者等合计约 63 人。 | | 时间 | 2025 年 8 月 26 日 20:00-20:50 | | 地点 | 电话会议 | | | 董事、总裁 ...

Core Viewpoint - Emei Mountain Tourism Co., Ltd. reported a decline in revenue and net profit for the first half of 2025, attributed to a decrease in visitor numbers and ongoing losses from its major cultural tourism project, "Only Emei Mountain" [1][2][4]. Financial Performance - Emei Mountain Tourism achieved revenue of 457 million yuan, a year-on-year decrease of 10.07% [1] - The net profit attributable to shareholders was 121 million yuan, down 8.48% year-on-year [1] - The number of visitors to Emei Mountain Scenic Area was 2.0952 million, a decline of 6.5%, equivalent to a reduction of 146,000 visitors [1] Project Performance - The "Only Emei Mountain" project, with a total investment of over 800 million yuan, recorded a net loss of 16.138 million yuan during the reporting period [1][4] - The project has accumulated losses of approximately 600 million yuan over five and a half years, with continuous losses reported since its establishment [7] - The project was suspended from June 15, 2025, due to difficulties in funding and operational challenges [4][7] Business Operations - The main revenue-generating segments (mountain tickets, cable car services, and hotel services) saw declines of 9.53%, 7.51%, and 12.13% respectively, accounting for 85.36% of total revenue [2] - Other business segments, including tea, smart tourism, and performances, generated 66.9447 million yuan, down 15% year-on-year [2] Market Challenges - The project faced challenges in attracting visitors due to its location and the nature of the audience, which primarily consists of older tourists and pilgrimage visitors who may not be interested in theatrical performances [9][10] - The operational model of the "Only" series projects has been criticized for its high costs and lack of effective market consideration, leading to unsustainable financial performance [9][10][12] Industry Insights - Successful tourism cultural performance projects often integrate creative and operational aspects, as seen in other regions, which contrasts with the challenges faced by Emei Mountain's project [11][12] - The tourism and cultural performance market has shown potential for growth, but requires careful planning and execution to ensure profitability and sustainability [11][12]

"五一"假期，文旅市场跑出"近五年新高"。 全国国内出游3.14亿人次，同比增长6.4%；国内游客出游总花费1802.69亿元，同比增长8.0%。北京、上海、杭州等热门旅游目的地，赚得"盆满钵满"。 而从资本市场角度而言，当地旅游上市公司大多掌握景区等核心资产，是衡量旅游发展业态乃至城市旅游市场的一个重要切口。 Wind显示，目前A股景区类（中信证券行业分类）上市公司共16家，分布在杭州、池州、黄山、峨眉山、丽江、武汉、常州、延边、拉萨、桂林、昌吉、张 家界、西安、北京等15座城市，也均是老牌文旅重镇。 不久前，桂林旅游就因"累计亏损10亿"而登上微博热搜榜首，也将背后桂林旅游业的困境折射出来。而从更大范围看，16家A股上市公司均已披露2024年年 报和2025年一季度，冷暖分化十分明显，这背后又传递出怎样的信号？ 顶流"互动" 这16家A股上市公司，手握各地文旅富矿。在今年"五一"假期，它们也成为各自旅游城市吸引人流的重要"磁极"。 "五一"期间，大唐不夜城游客接待量达225万人次；九华山风景区共接待游客23.42万人次，同比增长29.93%； 峨眉山游客接待量达20.9万人次，门票收入1516万元；黄山风 ...