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奥雅股份(300949.SZ)旗下新公司落地衢州 助力古城文旅升级
智通财经网· 2025-07-02 05:29
智通财经APP获悉,近日,随着衢州南孔洛嘉旅游发展有限公司(以下简称"南孔洛嘉旅游")的正式落 地运营,标志着奥雅股份(300949.SZ)在文化旅游领域的又一次重大布局迈入新阶段。 作为深圳洛嘉文化投资管理有限公司与衢州市鹿鸣旅游开发有限公司的合作结晶,南孔洛嘉旅游注册资 本3000万元,其将依托"衢州文化古城旅游区—严家淤岛建设项目",全面助力衢州古城文化旅游区5A 景区申报工作。据悉,该项目核心板块"南孔洛嘉森乐园"将于今年9月开园,与广大游客朋友见面。 衢州,这座拥有着千年历史文化底蕴的城市,正在经历一场文化旅游的复兴。 严家淤岛建设项目位于衢州主城区三江交汇处,占地约1平方公里,是衢州古城文化旅游区创建国家5A 级旅游景区的重要组成部分,总投资约9.42亿元,建筑面积约1.6万平方米,绿化景观面积约35万平方 米。 该项目基于严家淤良好的生态本底,秉承"还岛于民"的原则,以南孔文化为依托,打造南孔文化体验 地、城市森林会客厅,并以"国内首个新国潮游学目的地"为目标,围绕对历史、艺术、自然、动物、未 来五大主题,规划了儒贤花海、南孔洛嘉森乐园、呦呦动物世界、橘放酒店等多个特色区域。此外,项 目还将植入 ...
奥雅股份(300949) - 300949奥雅股份投资者关系管理信息20250522
2025-05-22 09:40
证券代码:300949 证券简称:奥雅股份 深圳奥雅设计股份有限公司投资者关系活动记录表 编号:2025-006 | 投资者关系活动 | ☑特定对象调研□分析师会议 | | | --- | --- | --- | | 类别 | □媒体采访□业绩说明会 | | | | □新闻发布会□路演活动/策略会 | | | | □现场参观 □其他 | | | 参与单位名称及 | 国泰海通、平安养老、信达澳亚基金、东方财富 4 家机构 5 | | | 人员姓名 | 位投资者(排名不分先后) | | | | 深圳好日子皇冠假日酒店及线上 | | | | 一、介绍公司发展历程、主要业务情况等。 | | | | 二、主要问答环节 | | | | 问题 1、公司 C 端业务最新情况? | | | | 洛嘉儿童作为"景观+"战略核心,经过十年发展,形 | | | 投资者关系活动 | 成"场景营造—内容运营—IP 孵化"全生态能力。截至 2024 | | | 主要内容介绍 | 12 月 31 日,公司斥资逾一亿元,打造多个自品牌项目, | 年 | | | 建立洛嘉自品牌产品体系。2025 年运营板块引入资深职业 | | | | 经理人, ...
奥雅股份(300949) - 300949奥雅股份投资者关系管理信息20250516
2025-05-16 13:04
深圳奥雅设计股份有限公司投资者关系活动记录表 证券代码:300949 证券简称:奥雅股份 | 编号:2025-005 | | --- | | 投资者关系活动 | ☑特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动/策略会 | | | □现场参观 □其他 | | 参与单位名称及 | 国泰海通、招商证券、中信证券、天风证券、西南证券、博 | | 人员姓名 | 时基金、易方达基金、新华基金等 45 家机构 52 位参与人 | | | 员。名单详见附件《与会机构清单》(排名不分先后) | | 时间 | 年 月 日(下午 14:00-16:00) 2025 5 16 | | 地点 | 深圳总部会议室现场调研 | | 上市公司接待人 | 董事、总裁兼财务总监 李方悦 | | 员姓名 | 集团 COO 万小方 | | | 傅佳敏 董秘兼财务副总监 | | | 滔 C 线总经理 谢 | | | 瑞 数智化管理中心总监 郭 | | | 悦起文化总经理 王奕文 | | | 悦起文化创意总监 李思嘉 | | | 证券事务代表 王月秀 | | 投 ...
对话奥雅股份李方悦:激活存量资产的“魔法师”与IP商业化的破界者
Mei Ri Jing Ji Xin Wen· 2025-05-15 07:27
"品牌是活的,像一个生命,是可生长的力量。可以通过不断创新、不断迭代来创造需求、满足需求,从而推动企业可持续 增长。"近日,在"2025第九届中国上市公司品牌价值榜发布会"上,奥雅股份(300949)联合创始人、董事、总裁李方悦如 此表示。 在奥雅股份迄今26年的发展历程中,品牌起到了至关重要的作用。李方悦凭借多年项目操盘、IP矩阵孵化的成功经验,在 第九个中国品牌日斩获2025中国上市公司"年度首席品牌官"称号。 奥雅股份多元生态品牌矩阵 "对奥雅来说,我们自身的品牌价值观是多元化。它可以形成一个生态,百花齐放,各有各的美好。"李方悦说。 作为景观设计行业首家上市企业,早在2012年,奥雅股份便启动了战略转型,顺利从一家设计企业成功转型为新锐的轻资 产文旅开发运营企业。2022年,奥雅股份走上了"创意设计+亲子文旅"双主业协同发展的道路。目前,旗下已拥有包括洛嘉 儿童La V-onderland、悦起文化JoyKey、洛塔智能游乐LALOT在内的多个子品牌。 每一家公司都有自身的基因。在李方悦看来,即便经历多次转型,"创造美好"是奥雅股份发展至今一直不变的精神内核。 在此基础上,2025年,奥雅股份对当前的 ...
奥雅股份2025年第一季度归母净利润同比减亏
Zheng Quan Ri Bao Wang· 2025-05-06 10:45
奥雅股份2024年报显示,"儿童友好"为核心的文旅综合业务收入占比已上升至40.37%。由奥雅股份创立 的儿童及亲子空间领导品牌洛嘉儿童,其打造的儿童友好空间已覆盖全国50座城市,累计250多个项 目,服务超百万个家庭;城市更新项目保留历史建筑超300栋,国家级非遗活化十余项。 面对转型阵痛,奥雅股份总裁李方悦在股东信中坦陈,她正经历创业以来的"至暗时刻"。但她仍愿意直 面挑战,并向股东阐述了如何在逆境中完成自我革新。 目前,奥雅股份核心业务涵盖"创意设计+亲子文旅",并借助"AI+IP"双引擎的发展,聚焦和拓展产业方 向。2024年是"奥雅4.0-AIPO(AI、IP、产品、运营)时代"元年,尽管整体业绩尚处转型阵痛期,但公司 2024年经营性现金流获得改善,城市更新与亲子文旅"双主业"协同贡献超70%营收,叠加政策东风与 AI、IP战略加码,正以"双引擎"驱动穿越周期。 2024年,奥雅股份斥资逾亿元打造了电建.洛嘉重庆能量乐园、常州舜山猪猪乐园、苏州旺山洛嘉部 落、武汉洛嘉森乐园、成都北湖洛嘉森乐园、龙岗儿童公园自然探索中心、广州儿童公园洛嘉小镇、北 京檀谷洛嘉自然探索中心等一系列自主品牌项目。 本报讯 ...
国内首个城市文旅焕新大模型赋能,奥雅股份双主业贡献超70%营收
2 1 Shi Ji Jing Ji Bao Dao· 2025-04-29 08:32
Core Viewpoint - In 2024, Aoya Co., Ltd. (300949.SZ) reported a revenue of 413 million yuan, a year-on-year decrease of 13.77%, primarily due to the impact of government fiscal tightening and macroeconomic pressures leading to project delays and cancellations [1][2]. Financial Performance - The company experienced a significant improvement in operating cash flow, with net outflow reduced by 81.56% [3]. - The core business gross margin stood at 42.68%, placing Aoya in the top tier of the industry [5]. Business Strategy - Aoya's core business includes "creative design + parent-child cultural tourism," leveraging an "AI + IP" dual-engine strategy to navigate through industry challenges [1][3]. - The company aims to become a leading service provider for stock asset appreciation and a brand operator in parent-child cultural tourism [5]. Market Position and Opportunities - Aoya has successfully bid for key urban renewal projects, such as the comprehensive development of the Guanyin community in Henan, which is expected to boost regional annual output value by over 2 billion yuan [5][6]. - The urban renewal business has surpassed traditional business in contract value contribution, aligning with national development trends [6]. Innovation and Technology - Aoya has introduced the "Aoya Urban Cultural Tourism Renewal Model," a multi-modal large model focused on urban cultural tourism design, enhancing operational efficiency [10][12]. - The company has increased R&D investment by nearly 30% in 2024, emphasizing AI as a core driver of its strategy [11]. IP Development - Aoya established JoyKey Culture to manage IP incubation and commercialization, aiming to create a sustainable business model around IP [13][15]. - The "Luo Jia Children's" brand has expanded to over 250 projects across 50 cities, serving more than a million families [9]. Future Outlook - The company targets a revenue contribution of 85% from strategic businesses like urban renewal and Luo Jia Children's over the next three years [9]. - Aoya's strategic focus on integrating IP with cultural tourism is expected to redefine user experiences and enhance market competitiveness [16].
4.13亿营收、现金流改善超八成 “IP+AI”成奥雅股份核心驱动力
Zhi Tong Cai Jing· 2025-04-29 00:53
Core Insights - In 2024, the company faced significant challenges in the capital market, leading to a revenue decline of 13.77% to 413 million yuan, but maintained a robust financial structure with a core business gross margin of 42.68% and an 81.56% reduction in operating cash flow outflow [1][2] - The company successfully optimized its revenue structure, with the landscape design business's share decreasing from 83.85% in 2020 to 52.16% in 2024, while the cultural tourism business's share increased to 40.37% [2] - The company has made significant strides in AI technology, with the Urban Flow platform enhancing project efficiency and reducing planning cycles from weeks to hours [3] Revenue Structure Optimization - The company's revenue structure has become more balanced, with over 70% of revenue coming from the collaboration between urban renewal and family tourism businesses [2] - The creative design business has excelled in urban renewal, with contract amounts surpassing traditional business, and the family tourism segment has expanded to over 250 projects across more than 50 cities, achieving a 42% year-on-year revenue increase [2] - The company invested over 100 million yuan in self-branded projects, aiming for profitability this year [2] AI and IP Development - The Urban Flow 3.0 model integrates extensive project experience and resources, significantly improving operational efficiency [3] - The establishment of Yueqi Culture marks the company's entry into the international IP market, transitioning from project-based models to independent brand operations [3] - Successful integration of AI and IP has been demonstrated in projects like the Guangzhou Children's Park, where AI reduced design time by 60% and increased foot traffic by 30% in the first month of a themed pop-up store [3] Project Wins and Future Outlook - In Q1 2025, the company secured major projects, including a 300 million yuan investment in the Qizhou Yanjia Yu Island project and a 1.275 billion yuan urban renewal project, showcasing its strength in managing large-scale projects [4] - The company expressed optimism about overcoming market challenges and is positioned for growth following a period of adversity [4]