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雪季“开板”!“冷经济”撬动“热消费”,南北雪场火爆
Nan Fang Du Shi Bao· 2025-10-23 08:45
Core Insights - The ice and snow industry in China is projected to exceed 1 trillion yuan, driven by the growing popularity of winter sports and events like the Winter Olympics and Asian Winter Games [1] - The surge in ice and snow consumption is becoming a significant growth point for domestic demand and new consumption patterns [1] Group 1: Industry Growth and Trends - The report indicates that from October 2024 to 2025, spending around ski resorts is expected to increase by 27.97%, highlighting the positive impact of winter sports on surrounding retail, transportation, and dining sectors [1] - The search volume for outdoor ski resorts has increased by nearly 900% year-on-year, with specific resorts like Keketohai International Ski Resort seeing a 279% rise [1] - The top ten cities for ice and snow tourism include major urban centers such as Shenzhen, Beijing, and Shanghai, indicating a strong interest from first-tier cities [1] Group 2: Regional Highlights - Harbin Ice and Snow World is set to have its largest construction scale ever, incorporating more ice sculptures and diverse technological elements, with a 163% increase in daily search volume on Meituan since mid-October [2] - The proportion of post-2000 generation visitors to Harbin Ice and Snow World has grown by 32% year-on-year, reflecting a shift in demographic interest [2] - Hotel bookings in Harbin have seen a 122% increase, indicating a robust demand for accommodation during the winter season [2] Group 3: Indoor Skiing and Training Services - Indoor ski resorts in southern cities like Shanghai and Shenzhen are becoming popular, with Shanghai's Yao Xue Ice and Snow World ranking first globally among indoor ski resorts [3] - The search volume for indoor ice skating venues has increased by over 207%, with significant growth in interest for figure skating and children's training programs [4] - The overall participation in ice and snow activities is expected to reach new highs this season, as the industry continues to evolve from niche to mainstream [4]
A股异动丨冰雪经济概念股拉升,长白山触及涨停,2025年中国冰雪产业规模将破万亿
Ge Long Hui A P P· 2025-10-20 05:21
Group 1 - The core viewpoint of the news highlights the significant rise in A-share market stocks related to the ice and snow economy, driven by the upcoming 2025 International Winter Sports Expo in Beijing, which is expected to boost the industry significantly [1] - The report released at the expo predicts that China's ice and snow industry will exceed 1 trillion yuan, reaching 1,005.3 billion yuan by 2025, indicating strong growth potential in this sector [1] - The easing of visa policies for certain countries is expected to attract 817,000 inbound visitors to snow resorts during the 2024-2025 snow season, further enhancing the growth prospects of the ice and snow industry [1] Group 2 - Notable stock performances include: - Dalian Shengya with a rise of 10.01% and a market capitalization of 5.381 billion yuan [2] - Ice Mountain Cold with a rise of 7.83% and a market capitalization of 5.574 billion yuan [2] - Tianfu Cultural Tourism with a rise of 5.04% and a market capitalization of 6.988 billion yuan [2] - Other companies such as Tibet Tourism and Sanfu Outdoor also saw increases of over 3%, reflecting a broader positive trend in the sector [1][2] - The overall market sentiment is bolstered by the formation of MACD golden cross signals, indicating a favorable outlook for these stocks [2]