大唐不夜城

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80元玩3天,河南杀出一个「穷鬼乐园」
36氪· 2025-08-25 13:37
以下文章来源于盐财经 ,作者旷晓伊 盐财经 . 洞察趋势,睿智人生。《南风窗》旗下专业财经媒体。 在游客的热情与资源的有限之间, 如何找到微妙的平衡点。 文 | 旷晓伊 编辑 | 宝珠 来源| 盐财经(ID:nfc-yancaijing) 封面来源 | 景区官方 "除了人,还是人。" 去了河南开封的万岁山武侠城,黄玉被当地的人流所震撼。 出发之前,黄玉已经预感到游客不会少,毕竟现在正是暑期。但到达后,景区的拥挤程度还是超出了她的想象。从进景区开始,她和朋友就一直在排队, 厕所、餐馆、NPC互动点,每个地方都大排长龙。一天下来,她们基本有大半天的时间都耗费在等待上。 回来后,她才发现,自己是赶上了人流量高峰期中的高峰。那两天,万岁山武侠城迎来爆发式客流。景区不得不连发四条推文,启动限流措施,并暂停线 上线下售票。 万岁山武侠城启动限流措施 这样火爆的景象频频发生。据万岁山武侠城董事长助理宋涛透露,今年暑期,万岁山武侠城的每日入园人次少则五六万,多则十几万,"有时上午门票就 被卖完,下午无票可买" 。 只需八十元就能畅玩三天,体验500多个节目,"量大管饱"的低价攻势下,这座以大宋武侠文化为核心的河南特色主题景区 ...
三连亏!曲江文旅核心收入腰斩,上交所问询持续经营能力
Huan Qiu Wang· 2025-08-11 07:29
Core Viewpoint - Qujiang Cultural Tourism (600706) is facing severe operational challenges, with continuous net profit losses for three consecutive years, and a projected loss of 131 million yuan in 2024 [1][3]. Financial Performance - The company reported a net profit loss of 248 million yuan in 2022, 195.4 million yuan in 2023, and a projected loss of 131.3 million yuan in 2024, indicating a narrowing loss but no substantial improvement in operational conditions [1][3]. - Revenue for 2024 is expected to decline by 16.7% to 1.25 billion yuan, with core scenic area management revenue dropping significantly by 32.6% to 970 million yuan, and gross margin decreasing by 13.57 percentage points to 23.73% [1][3]. Revenue Decline - The sharp decline in core scenic area revenue is the main reason for the deterioration in performance, with Qujiang Pool Heritage Park revenue down 53.04% and Big Wild Goose Pagoda revenue down 44.56% [1][3]. - Additionally, revenue from the Tang Paradise decreased by 14.74%, and from 2024, the company will no longer receive management fees from key scenic areas, further impacting its traditional profit model [2][3]. Accounts Receivable Issues - As of the end of 2024, the company has accounts receivable of 920 million yuan from the Qujiang New District Management Committee, accounting for 78% of total accounts receivable, with a cumulative provision for bad debts of 360 million yuan, representing a 31% provision rate [4]. - Although the government has promised to repay the debts over five years starting in 2025, the actual repayment pressure remains significant, with only 22.85 million yuan expected to be collected [4]. Operational Challenges - The company attributes the revenue decline to reduced management fees and decreased income from certain scenic areas, alongside rising fixed costs such as lighting production and performance fees, as well as increased depreciation and amortization [4]. - Qujiang Cultural Tourism has implemented measures such as state-owned enterprise reform, optimizing operational models, and enhancing accounts receivable collection efforts to improve operations [4]. Shareholder and Governance Issues - The controlling shareholder, Qujiang Tourism Investment (Group) Co., Ltd., has had all of its shares frozen and marked for judicial purposes, which raises concerns about governance and decision-making processes within the company [4].
因地制宜破解文旅同质化
Jing Ji Ri Bao· 2025-07-13 22:12
Core Insights - The cultural tourism market is experiencing homogenization, which is hindering high-quality development in the industry [1] - There is an over-reliance on successful models, leading to similar projects across regions, such as glass walkways and replica ancient streets [1] - Local cultural resources and regional characteristics need to be better utilized to create unique tourism products [1] Group 1 - The phenomenon of homogenization in cultural tourism has permeated various aspects, including scenic area construction and service experiences [1] - Regions should abandon the "copying homework" mentality and instead develop distinctive products tailored to local characteristics [1] - In Xi'an, unique cultural tourism IPs have been created, such as the "Chang'an Twelve Hours" themed street and the popular "Datang Night City," showcasing the city's ancient charm [1] Group 2 - Strengthening regional cooperation can lead to differentiated development, as similar tourism resources in neighboring areas intensify competition [2] - The Yangtze River Delta has successfully integrated tourism with technology, culture, and sports, fostering new industries and business models [2] - The tourism industry should innovate and expand its offerings, focusing on experiential and participatory activities to meet changing consumer demands [2]
地方国资文旅集团为何总是一地鸡毛?
3 6 Ke· 2025-05-20 08:37
Core Viewpoint - The local tourism companies in China, once considered prestigious, are now facing significant financial losses and operational challenges, raising questions about their management and sustainability in the current market environment [2][12][26]. Financial Performance - Guilin Tourism reported a net loss of 200 million yuan in 2024, accumulating losses of nearly 1 billion yuan since 2020 [2][3]. - Qujiang Cultural Tourism incurred a loss of 131 million yuan in 2024, with total losses nearing 600 million yuan over three years [2]. - Zhangjiajie experienced a net loss of 582 million yuan in 2024, with cumulative losses exceeding 1.3 billion yuan over five years [2][10]. Management and Operational Issues - Many local tourism groups operate under a "debt-first, project-later" philosophy, leading to a mismatch between financing needs and operational capabilities [14][25]. - Management teams often lack the necessary expertise, as many come from bureaucratic backgrounds rather than tourism or business sectors [14][25]. - There is a prevalent issue of projects being initiated without proper market research or operational planning, resulting in poor performance and financial losses [16][20]. Market Dynamics - Despite high visitor numbers, many projects fail to generate profit, leading to a reliance on debt financing to sustain operations [7][21]. - The current market is becoming less forgiving, with stricter regulations on financing and project approvals, making it harder for companies to secure funding based on optimistic projections [28][29]. Future Outlook - The local tourism sector may face further declines, with many companies potentially unable to recover without significant changes to their operational models [26][29]. - There is a need for local tourism companies to acknowledge their issues and adjust their strategies, focusing on sustainable practices rather than merely seeking new funding [29].
“亏”上热搜,文旅重镇谁赚了?
商业洞察· 2025-05-10 03:51
以下文章来源于城市进化论 ,作者淡忠奎 城市进化论 . 探寻城市路径,揭秘经济逻辑 (互联网新闻信息服务许可证编号:51120190017) 作者: 淡忠奎 来源:城市进化论 "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? 01 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 ...