证券代码：000069 证券简称：华侨城 A 公告编号：2025-29 深圳华侨城股份有限公司 2025 年 7 月主要业务经营情况公告 本公司及董事会全体成员保证公告内容的真实、准确、完整，没 有虚假记载、误导性陈述或重大遗漏。 一、2025 年 7 月销售情况 2025 年 7 月，公司实现合同销售面积 13.6 万平方米，同比减少 1%，环比 6 月增加 47%；合同销售金额 16.9 亿元，同比减少 24%，环 比 6 月增加 16%。 2025 年 1-7 月公司累计实现合同销售面积 74.2 万平方米，同比 增加 3%；合同销售金额 111.8 亿元，同比减少 7%。 二、2025 年 7 月新增土地情况 2025 年 7 月，公司无新增土地情况。 三、旅游综合业务情况 公司积极打造优质旅游产品，多地欢乐谷把握暑期旅游旺季机遇， 于"夏浪狂欢节"期间推出"音乐节狂欢+创意玩水"的融合体验， 并联动多个热门 IP 打造沉浸式玩趣场景，有效提升游客参与度与满 意度。 1 2025 年 7 月，全国多地的台风暴雨天气影响游客出游，公司旗 下文旅企业合计接待游客 788 万人次，同比下降 10%。2025 ...

Core Insights - The parent-child travel market is expected to reach a transaction volume of 300 billion yuan by 2025, driven by the popularity of top-tier IP theme parks like Shanghai Disneyland and Beijing Universal Studios [1][2][10] - The parent-child demographic is projected to account for over 60% of the summer travel market in 2025, marking a shift from recovery growth to structural upgrades in the tourism sector [2][10] - New-generation parents, particularly those aged 25 to 30, are increasingly participating in parent-child travel, favoring outdoor challenges and nature exploration over traditional amusement park experiences [10][11] Market Trends - The parent-child travel market has shown rapid growth, with cities like Guangzhou, Chengdu, and Beijing seeing over 300% increase in "parent-child vacation" searches during the recent May Day holiday [2] - The introduction of new attractions, such as the Pixar immersive exhibition at Shanghai Disneyland, enhances the appeal of these parks to families [4] - The trend of integrating popular IPs into theme parks is becoming a key strategy for attracting visitors and enhancing competitiveness in the tourism market [8] Consumer Behavior - Parents are increasingly focused on the "photo opportunity" aspect of their outings, leading to a rise in professional photography services at theme parks [3] - The demand for instant retail services is growing, allowing parents to order necessary items quickly during their trips, thus improving the overall travel experience [10][11] - The new generation of parents is more inclined to allow their children to engage in outdoor activities, reflecting a shift towards valuing experiential learning and growth [10] Attractions and Experiences - Shanghai Disneyland and Beijing Universal Studios remain the most popular destinations for parent-child travel, offering immersive experiences with beloved characters [4][5] - The newly opened Shanghai LEGO Resort features a variety of interactive attractions and is designed to appeal to families with children aged 2 to 12 [6][7] - Theme parks are increasingly offering diverse experiences, such as the "Universal Cool Summer" event at Beijing Universal Studios, which includes interactive performances and themed areas [5][8]

Group 1 - Wuhan Happy Valley has transformed into HOHA Music Park, launching a 65-day "Summer Carnival" in collaboration with Maya Beach Water Park, offering diverse entertainment activities [1] - The "Summer Carnival" features a multi-dimensional music stage "1+5" and a live performance by invited guest Chen Keni, who premiered her new song "City Waves" [1][3] - The upgraded "Adventure Island" at Maya Beach includes over ten amusement devices, five fun games, and various water performance activities, along with new night events like the Summer Splash Water Party and Maya Electronic Music Party [1][5] Group 2 - The event atmosphere was enhanced by synchronized performances across five sub-stages, showcasing various music styles including punk rap, pop music, and instrument performances, engaging the audience [3] - Interactive competition projects such as "Floating Afternoon Tea," "Water Soccer," and "Sand Treasure Hunt" attracted many visitors, creating a lively scene [5] - Future activities planned for the "Summer Carnival" include the Happy Valley Lobster Festival and Maya Water Challenge, with extended operating hours until 22:00 during the summer [5]