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西藏旅游6连板!“最火雅下概念”如何炼成
Di Yi Cai Jing· 2025-07-28 10:49
Group 1 - The stock price of Tibet Tourism reached 21.19 CNY per share, with a 10% increase, resulting in a total market value of 4.8 billion CNY, marking an 8-year high [1] - The surge in Tibet Tourism's stock price is linked to the commencement of the Yarlung Zangbo River downstream hydropower project, which has led to a wave of涨停 (limit-up) in related stocks, despite Tibet Tourism not being directly involved in any engineering business [1][2] - From July 21 to July 28, the stock experienced a net inflow of main funds, with significant contributions from large orders, indicating strong buying interest [1] Group 2 - Tibet Tourism issued four risk warning announcements regarding its stock price, indicating potential market overheating and irrational speculation due to the recent price surge [2] - The company anticipates a net profit of approximately 2 million CNY for the first half of 2025, marking a turnaround from losses, although the core business remains under pressure [2] - The sale of 80% of its stake in Jiangxi Xinyi Tourism Development Co., Ltd. for 8.304 million CNY was completed during the reporting period, contributing to the expected profit [2] Group 3 - The Yarlung Zangbo hydropower project is expected to create numerous job opportunities, potentially increasing tourist traffic and local consumption in Tibet [3] - The tourism business is the core revenue driver for Tibet Tourism, with 2024 revenue from tourism attractions projected at 163 million CNY, accounting for 76.5% of total revenue [3] - The company is actively addressing transportation issues caused by major project launches in the Linzhi area, which may impact access to tourist sites [3]