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树立文旅行业发展典范
Zheng Quan Ri Bao· 2025-11-16 22:57
11月14日,凯撒同盛发展股份有限公司(以下简称"凯撒旅业")总经理马茁飞在接受《证券日报》记者 采访时表示,凯撒旅业正通过科技赋能实现产业升级,以实际业绩回报耐心资本的支持,为行业发展树 立典范。 马茁飞表示,当前旅游业正经历四大深刻变化:一是市场结构发生转变,Z时代已崛起成为主要市场购 买力,同时大量退休人群推动银发旅游蓬勃发展;二是消费习惯从走马观花式的打卡转向深度游和在地 文化体验,消费者满意度成为核心指标,标志着中国消费已进入"情绪觉醒+体验为重"的第三消费时 代;三是VR、AI、AR等技术的成熟重塑了旅游产品的设计、制造和展示方式,数字化成为行业核心竞 争力;四是行业竞争从资源独享和垄断转向内容创新和IP打造,形成更加独特的竞争优势。 本报记者 刘 钊 马茁飞表示,未来,公司将继续深化转型升级,为股东创造更大价值,为行业发展贡献更多力量。 为打造新的增长极,凯撒旅业选择滨海目的地作为第二增长曲线,依托青岛和海南的优势实现南北协 同,打造差异化竞争力。 作为从金融行业转型到产业方的管理者,马茁飞对耐心资本有着深刻理解。她表示,2023年7月份,凯 撒旅业进入预重整程序,青岛国资环海湾集团作为产业投资 ...
凯撒旅业总经理马茁飞:树立文旅行业发展典范
Zheng Quan Ri Bao Zhi Sheng· 2025-11-16 17:12
Core Viewpoint - The company is leveraging technology to achieve industry upgrades and aims to set a benchmark for industry development through actual performance returns to patient capital [1][2]. Group 1: Industry Changes - The tourism industry is undergoing four significant changes: 1. Market structure is shifting with the rise of Generation Z as a major purchasing power and a growing elderly demographic driving silver tourism [1]. 2. Consumer habits are evolving from superficial sightseeing to in-depth travel and cultural experiences, marking a transition to a third consumption era focused on emotional awakening and experience [1]. 3. The maturity of technologies such as VR, AI, and AR is reshaping the design, manufacturing, and presentation of tourism products, making digitalization a core competitive advantage [1]. 4. Industry competition is moving from resource monopolization to content innovation and IP creation, leading to unique competitive advantages [1]. Group 2: Company Strategy - The company is utilizing the resource and credit advantages of state-owned platforms to upgrade its industry, focusing on Qingdao and Hainan for development [1]. - A diversified sales system has been established, integrating online and offline channels, with over 300 retail networks centered in Beijing, Qingdao, Xiamen, and Haikou, while actively expanding online channels on platforms like Xiaohongshu and Douyin [1]. - The company is also significantly developing inbound tourism through its overseas subsidiaries [1]. Group 3: Product Development - The company is enhancing its main brand, Caesar Tourism, while simultaneously developing sub-brands such as Caesar Cruises, Caesar Health, Caesar Outdoor, and Tourism+ [2]. - Coastal destinations are being targeted as a second growth curve, leveraging the advantages of Qingdao and Hainan for north-south collaboration and differentiated competitiveness [2]. Group 4: Financial Support and Future Outlook - In July 2023, the company entered a pre-restructuring process, with the state-owned Qindao Guokai Huanhai Group and over ten strong investors injecting nearly 1.3 billion yuan in long-term capital into the listed company [2]. - The compliance and internal control advantages of state capital are contributing to a more stable development for the company, while its market-oriented team and mindset are enhancing shareholder resource efficiency and improving operational performance [2]. - The company plans to continue deepening its transformation and upgrading efforts to create greater value for shareholders and contribute more to industry development [3].