推动产业深度融合，促进海洋休闲消费。坚持以文塑旅，以旅彰文，宣传推广优质海洋文旅融合产品， 推动海洋文化产业和海洋旅游产业及相关产业融合发展，增强海洋文旅产业质量效益和核心竞争力。引 导邮轮旅游、海岛度假、海洋运动、休闲渔业等业态健康发展，丰富"音乐演出+海洋旅游""体育赛事 +海洋旅游""艺术展览+海洋旅游"等业态。因地制宜培育海洋旅游演艺新业态、新模式、新空间，鼓励 打造中小型、主题性、特色类海洋旅游演艺项目。打造特色海洋文化品牌，以琅琊台遗址、海上丝绸之 路、妈祖文化等特色海洋文化生态为依托，培育开展文艺演出、非遗展示、民俗展演等特色活动，创新 发展海洋特色民宿、夜间经济、老字号传统技艺体验等新型业态，促进海洋休闲娱乐消费。 日前召开的中央财经委员会第六次会议强调，打造海洋特色文化和旅游目的地。这为做强做优做大海洋 产业提供了新增长点。海洋是高质量发展战略要地，大力发展海洋文旅产业，对于推进沿海地区经济转 型升级、建设海洋强国具有重要意义。 近年来，我国海洋文旅产业增加值持续走高，产业的特色化不断彰显。《中国海洋经济统计公报》显 示，2024年我国海洋生产总值首次突破10万亿元，占国内生产总值的比重达到 ...

以下文章来源于秦朔朋友圈 ，作者熊晓杰 秦朔朋友圈是由中国著名媒体人、财经观察家秦朔牵头创立的一个新媒体与专业服务品牌，包括微信公众号、微博、视频节目、音频节目等。内容聚焦于 经济、金融和商业领域，关注重点为全球和中国财经商业热点、企业家精神、创新与发明创造、商业文明探索等。 秦朔朋友圈 . 01 近两年，中国消费经济增速放缓，创业者纷纷自寻突围之路，也让日本失去的三十年被更多的中国人所关注。 诚如辜朝明、池田信夫、野口悠纪雄等日本学者所描述的那样，日本在过去的三十年里，经历了经济增长缓慢、通货紧缩的漫长周期以及社会 老龄化和低欲望的状态。 我最近研究日本人的观点比较多。因为我认为 日本的过去就是中国的现在；日本的现在就是中国的未来 。所以， 中国特别需要摸着日本的石 头过河。 三十年中，日本除了经济不景气之外，还带给了我们什么启示呢？ 其实，不少日本学者对于日本经济的缓慢增长有与外部世界不同的看法。比如，在山口周看来，日本经济已经进入"值得庆贺的高原"。 也就是说，经济的发展和资源的耗费已经达到了一个较高的水平。"消除社会上的物质层面的贫困"的商业使命已经基本完成。人类需要设计新 的价值观和新的社会愿景。 ...

Core Insights - The strategic partnership between Miral Group and Walt Disney Company aims to establish the seventh Disney theme park in Abu Dhabi, highlighting the UAE's position as a leading global leisure and tourism destination [1] Group 1: Theme Park Development - The new Disney theme park will be located on Yas Island, which has already hosted several global firsts, including the world's first Ferrari theme park and the largest indoor marine park [1] - Yas Island is projected to attract over 38 million visitors in 2024, further solidifying its status as a renowned leisure destination [1] Group 2: Visitor Growth and Experience - Yas Island's SeaWorld theme park offers immersive experiences across eight ecological domains, enhancing its appeal to international tourists [2] - The number of international visitors to Yas Island is expected to increase by 40% in 2024, driven by the development of high-quality tourism destinations [2] Group 3: Economic Impact and Tourism Strategy - The UAE's "We Are UAE 2031" plan aims for a GDP of 3 trillion dirhams by 2031, with tourism revenue projected to reach 450 billion dirhams [3] - Abu Dhabi plans to invest $10 billion in infrastructure to support its tourism strategy, targeting 39.3 million visitors by 2030 [3] Group 4: Cultural Integration and Target Markets - Yas Island integrates international IPs with local culture, exemplified by the Yas Waterworld theme park, which reflects the UAE's pearl diving history [4] - The number of Chinese tourists visiting Yas Island is expected to grow by 81% in 2024, making China a key source market for tourism in Abu Dhabi [6]

"哪儿凉快去哪儿" "哪儿凉快去哪儿"是每年暑期旅游不变的主题。从多个旅游平台数据来看，西北、云南和东北等平均温 度低于25度的地区，成为避暑假游首选目的地，酒店预订增幅位居前列。 暑运开启后，多家航空公司新开了避暑航线，如郑州-伊宁、天津-乌鲁木齐，青岛-银川等，满足了旅客 去往这些热门地区避暑的旅游需求。去哪儿旅行大数据研究院方面表示，暑假是每年时间最长的旅游旺 季，航空公司新开航线，在方便旅客的同时，也能进一步吸引客流，拉动暑期旅游市场增长。 亲子游引领暑期旅游消费 亲子客群是暑期出游的主力军。途牛旅游网数据显示，境内游热门目的地中，上海、北京、三亚、珠 海、南京、广州、桂林、乌鲁木齐、呼伦贝尔、大连等备受亲子家庭青睐。 亲子游热门主题中，主题公园预订热度位居前列。其中，珠海长隆海洋王（002724）国、广州长隆野生 动物世界、上海迪士尼度假区、北京环球度假区等主题公园预订火爆。 海滨海岛目的地是亲子家庭亲水避暑的热门选择。途牛旅游网最新预订数据显示，三亚、青岛、烟台、 威海、大连、秦皇岛、福州、宁德等地是亲子家庭出游的热门目的地。 时间进入7月，暑期旅游热潮正式到来。多个旅游平台数据显示，今年暑假第一 ...

Core Insights - The event "Xiao Shuo Lianhua: The Chinese Dream on Wheels" was held in Macau, focusing on the rise of China's new energy vehicles and the strategic opportunities for Macau [1] - Notable figures such as entrepreneur Li Xiaohua and Macau officials discussed the importance of integrating Macau's advantages with national needs in the context of the new energy sector [1] Group 1 - Li Xiaohua shared his personal experiences regarding the challenges faced during the early days of China's automotive industry, emphasizing the skepticism from the outside world [1] - He encouraged Macau's youth to leverage the Hengqin Deep Cooperation Zone platform to explore development opportunities in the new energy sector [1] - Wu Zaiquan, president of the Macau Smart Humanities and Political Association, highlighted the historical significance of China's first automobile and urged youth to engage in the Greater Bay Area's industrial development [1] Group 2 - The event featured a symbolic exchange of gifts between Li Xiaohua and Wu Zaiquan, reinforcing their commitment to promoting automotive culture and youth development [2] - The president of PCRC Supercar Club awarded Li Xiaohua the title of "Lifetime Honorary President" for his contributions to Chinese supercar culture [2] - Discussions among attendees included the concept of creating a zero-carbon racing theme park in collaboration with Hengqin, utilizing innovative technologies like AR to enhance the automotive experience in Macau [2]

Group 1 - The Beijing Urban Sub-center is focusing on developing a cultural tourism area, aiming to create a world-class tourist destination centered around the Universal Theme Park, which has received over 30 million visitors in three years [1][2] - The cultural tourism area will feature two main development corridors: a northern industrial belt and a southern night economy belt along the Xiao Taihou River [1] - The "Wanli" commercial entertainment complex is set to debut this year, contributing to the eastern micro-vacation destination in Beijing [1] Group 2 - Plans include the construction of a new dam, four boat docks, and various cultural tourism projects along the Xiao Taihou River, enhancing connectivity with the Universal Resort's internal water system [2] - By the mid-point of the 14th Five-Year Plan, the cultural tourism area is expected to release approximately 260,000 square meters of new consumer space, including two fixed theaters with a total of 7,000 seats and a large sports entertainment venue [2] - The area aims to provide over 4,000 hotel rooms, catering to mid-to-high-end markets, and establish itself as a 24-hour vibrant hub for entertainment and activities [2]

Group 1: Service Consumption Trends - The summer season has led to an increase in service consumption, particularly in tourism and home services, contributing significantly to economic growth and employment [1][3] - The Ministry of Commerce launched the "Service Consumption Season" initiative for 2025, aiming to promote the integration of various service sectors such as tourism, food, sports, and digital services [1][2] - The demand for family-oriented and themed cultural tourism is rising, with significant sales growth in theme park and cruise products during the "618" shopping festival [1][2] Group 2: Innovations in Cultural and Tourism Services - Scene linkage and IP empowerment are key innovation points in the cultural and tourism service sector, with companies like Haichang Ocean Park planning strategic partnerships to create comprehensive consumption experiences [2] - The upcoming opening of Shanghai Lego Land has generated high search interest on tourism platforms, indicating strong consumer anticipation [2] - The cruise industry is also evolving, with new themed experiences being introduced to cater to family travel demands [2] Group 3: Home Service Sector Developments - The home service sector is experiencing a surge in demand, particularly for flexible labor arrangements like hourly workers, as families seek assistance during the summer [3][4] - Digital technologies are being leveraged by home service platforms to enhance service delivery and improve matching efficiency between service providers and clients [3][4] - The government is promoting the expansion and quality improvement of home services, recognizing it as a new growth point for service consumption [3][4] Group 4: Sports and Events Impact - The first Jiangsu City Football League has emerged as a popular sports IP, driving local tourism and consumption through innovative ticketing and promotional packages [5][6] - Investment opportunities are expanding in the sports sector, with companies like Jinling Sports benefiting from increased visibility and demand due to local sports events [5] - The government is encouraging the development of diverse sports events and facilities, aiming to enhance the overall sports consumption landscape [6]

Core Viewpoint - The acquisition of Ocean Park by Xiangyuan Holdings for HKD 22.95 billion marks a significant shift in the tourism industry, as it changes the ownership of China's largest marine theme park [1][2]. Financial Summary - Xiangyuan Holdings will acquire 5.1 billion new shares of Ocean Park at HKD 0.45 per share, representing a discount of approximately 46.43% compared to the closing price of HKD 0.84 on June 2 [1]. - Post-transaction, Xiangyuan Holdings will hold 38.6% of Ocean Park, becoming the controlling shareholder, while the current major shareholder, Zeqiao Holdings, will see its stake drop from 47.29% to 29.04% [1][3]. - The funding for this acquisition includes approximately RMB 12 billion and RMB 2 billion from two shareholders, with the remaining HKD 8 billion sourced from financial institutions [1]. Company Performance - Ocean Park has faced continuous operational losses, totaling nearly RMB 3 billion from 2020 to 2024, with a debt ratio peaking at 81.73% in 2020 [4][6]. - The company has attempted various self-rescue measures, including selling theme park projects to reduce debt, but liquidity pressures remain significant [4][6]. - In 2024, Ocean Park's total liabilities were reported at RMB 8.524 billion, with a debt ratio of 82.44% [4]. Strategic Implications - The investment from Xiangyuan Holdings is seen as a potential solution to Ocean Park's debt issues, but the company's heavy asset model and future project developments remain uncertain [2][7]. - Industry experts suggest that external capital intervention could provide a fresh start for Ocean Park, addressing deeper management and cultural issues [7][8]. - Xiangyuan Holdings aims to integrate its tourism assets with Ocean Park, creating a "land-sea-air" tourism experience, although skepticism exists regarding the feasibility of such synergies [8][9]. Market Reaction - Following the announcement of the acquisition, Ocean Park's stock price fell by 13% within two days, indicating market skepticism about the transaction's benefits [2][7]. - The company's operational model, heavily reliant on ticket sales and in-park consumption, has shown limited revenue growth despite an increase in visitor numbers [18][19]. Future Outlook - The transition to a lighter asset model is being explored by Ocean Park, with new projects being developed under this framework, although results have yet to be significant [21][22]. - The effectiveness of Xiangyuan Holdings in managing and revitalizing Ocean Park's operations will be closely monitored by the market, as the company seeks to enhance its operational efficiency and financial performance [22][23].

Group 1: Investment in Tourism and Entertainment - Disney announced the construction of its seventh theme park in Abu Dhabi, UAE, indicating the Middle East's emergence as a new hotspot for global theme parks [1][3] - The theme park will be located on Yas Island, which already hosts several attractions, and aims to attract international tourists, particularly from India [1][3] - The Middle East and parts of Africa generated $24.3 billion in theme park revenue in 2022, showcasing the region's growing appeal in the tourism sector [1] Group 2: Automotive Industry Development - Hyundai's factory in Saudi Arabia marks its first production base in the Middle East, with plans to produce 50,000 vehicles annually, including electric and fuel-powered cars, by Q4 2026 [2][3] - The factory is part of Saudi Arabia's strategy to diversify its economy and promote local manufacturing, aligning with the country's Vision 2030 goals [2][4] - Saudi Arabia's annual new car sales exceed 600,000 units, driven by a young population and a strong reliance on private vehicles [3] Group 3: Economic Diversification Strategies - Gulf Arab countries are actively pursuing economic diversification strategies to reduce dependence on oil, with a focus on manufacturing and tourism as key pillars [4][5] - The UAE is positioning its tourism sector as a cornerstone of its economy, with policies that enhance market attractiveness for foreign investments [5][6] - The region's strategic location and favorable policy environment are significant advantages for attracting international businesses [5][6] Group 4: Challenges and Opportunities - Despite the potential, the development of tourism and automotive industries faces challenges such as climate conditions, cultural differences, and a lack of skilled labor [9][10] - The automotive sector in the Gulf region lacks a comprehensive industrial system, which may hinder the growth of local supply chains [10][11] - Experts emphasize the need for Gulf countries to enhance local capabilities, including talent development and cultural adaptation, to sustain long-term growth [11]

Core Viewpoint - After more than four years, Haichang Ocean Park is set to receive significant funding through a subscription agreement with Xiangyuan Holdings, which will acquire 51 billion new shares at a price of HKD 0.45 per share, totaling HKD 22.95 billion, making Xiangyuan the new controlling shareholder with a 38.6% stake [1][9]. Group 1: Investment and Financial Structure - Xiangyuan Holdings has established a comprehensive investment model in the cultural tourism sector, utilizing self-investment, mergers and acquisitions, and strategic investments, supported by platforms such as listed companies and REITs [2]. - The funding from Xiangyuan is expected to alleviate Haichang's financial pressures, with the capital structure designed to be more stable and controllable, enhancing potential returns [3][9]. - The investment will primarily support daily operations, core business development, and debt repayment, aiming to improve Haichang's financial structure and operational efficiency [9]. Group 2: Market Position and Strategic Goals - Xiangyuan aims to integrate its existing tourism projects with Haichang's marine-themed offerings, creating a comprehensive tourism experience that spans land, sea, and air [5]. - The collaboration is seen as a strategic move to address the growing demand for high-quality, diversified leisure products in China's tourism market, particularly in marine-themed attractions [5][10]. - Haichang, as the first marine culture-based theme park operator listed on the Hong Kong Stock Exchange, has faced operational losses since 2020 due to the pandemic and market challenges, necessitating this strategic investment [6][7]. Group 3: Risks and Challenges - The partnership will face several key risks, including the need for effective debt management, operational efficiency improvements, and product upgrades to maintain market competitiveness [10][11]. - Haichang's ongoing financial struggles and liquidity issues pose significant challenges, and the effectiveness of Xiangyuan's investment in revitalizing Haichang's cash flow remains to be seen [10][11]. - The anticipated changes in Haichang's management and operational strategies post-investment could lead to significant internal transformations, which may impact the company's future direction [11].