（文章来源：证券时报） 国务院国资委相关负责人强调，开展专业化整合必须符合行业和技术未来发展趋势，坚持长期主义、坚 决杜绝片面追求短期规模而搞无关多元、无序扩张。整合要锚定"高端"发力，推进同类业务整合是重点 任务，消除低水平重复建设，提升整体效率效能。 国务院国资委副主任李镇要求，要深耕主业实业，提升资源配置效率，聚焦主责主业，推动专业化整 合；聚焦新兴赛道，围绕产业链上下游整合优质资源，补齐核心要素，加快提升中央企业战略性新兴产 业的规模和实力，坚决走高质量发展的道路。 据介绍，中国旅游集团有限公司暨香港中旅(集团)有限公司是中央直接管理的国有重要骨干企业，也是 总部在香港的中央企业之一。集团历史可追溯到1923年8月15日上海商业储蓄银行设立的旅行部。经过 百余年的发展，集团形成了由旅行社、景区、酒店、免税、旅游交通、证件业务、邮轮、地产、文创以 及在港综合业务组成的产业布局，经营网络遍布内地、港澳和海外超过30个国家和地区。集团旗下汇聚 了港中旅、国旅、中旅、中免等众多知名旅游品牌，是我国唯一一家以旅游为主业的央企，也是目前我 国发展历史最长、产业链条较全、经营规模较大、品牌价值较高的旅游龙头企业。截 ...

据国资委消息，11月21日，国务院国资委组织召开中央企业专业化整合推进会并举行重点项目签约仪 式，8组项目集中签约，共同推动专业化整合。 据介绍， 中国旅游集团有限公司暨香港中旅(集团)有限公司是中央直接管理的国有重要骨干企业，也是总 部在香港的中央企业之一。集团历史可追溯到1923年8月15日上海商业储蓄银行设立的旅行部。经过百 余年的发展，集团形成了由旅行社、景区、酒店、免税、旅游交通、证件业务、邮轮、地产、文创以及在 港综合业务组成的产业布局，经营网络遍布内地、港澳和海外超过30个国家和地区。集团旗下汇聚了港 中旅、国旅、中旅、中免等众多知名旅游品牌，是我国唯一一家以旅游为主业的央企，也是目前我国发展 历史最长、产业链条较全、经营规模较大、品牌价值较高的旅游龙头企业。截至2024年底，集团员工人 数超过4.2万人，集团总资产超过2000亿元，每年接待游客超过8千万人次。 综合自：国资委、央视新闻等 8组17家单位分两批进行了重点项目集中签约，主要涉及新材料、人工智能、邮轮运营、检验检测、航空 物流等关键领域。 航空工业集团、中国石化、中国一汽、中国五矿、华润集团、中国建材等6家中央企业 作了交流发言。 ...

Core Insights - TUI, Europe's largest tour operator, reported that its earnings for the 2025 fiscal year surpassed its guidance due to robust demand for hotels and cruises [1] Company Summary - TUI's earnings exceeded expectations, indicating strong performance in the travel sector [1] - The growth in earnings is attributed to increased demand specifically in hotel and cruise segments [1] Industry Summary - The travel and tourism industry is experiencing a rebound, with significant demand for hospitality and cruise services [1]

Core Insights - The rapid development of inbound tourism in China is driving the growth of the cruise economy, with over 40 coastal cities launching diverse cruise and yacht tourism services [1][2] - The implementation of visa-free policies for foreign tourist groups arriving by cruise at 13 ports nationwide in May 2024 is expected to significantly boost inbound tourist numbers [1][2] Group 1: Industry Developments - More than 40 coastal cities in China have introduced multi-themed cruise and yacht tourism services, covering 11 provinces and regions [1] - Innovative tourism models such as cruise inbound tourism combined with high-speed rail, transit tours, and offshore destination-less cruises are emerging [1][2] - The cruise industry is evolving from a single outbound model to a diverse range of new business formats, including "cruise + cultural tourism," "cruise + trade," and "cruise + manufacturing" [2] Group 2: Policy and Regulatory Framework - The visa-free policy for foreign tourist groups arriving by cruise is expected to be fully implemented by May 2024, addressing the limitations of previous policies [1][2] - The establishment of an international transit zone for cruise passengers in Shenzhen allows for visa-free transfers, with an expected annual transit volume of 100,000 passengers [2] - The integration of the cruise economy with manufacturing, service, transportation, and tourism sectors is seen as a new growth area for the marine economy [2]

Core Viewpoint - The article highlights the industrial upgrades and emerging sectors in Hainan Free Trade Port, showcasing various projects and initiatives that align with national strategies for developing new and future industries [12]. Group 1: Aerospace and Technology - The establishment of the Star Glory rocket assembly and testing factory in Wenchang signifies Hainan's commitment to aerospace development [2]. - The Hainan Aerospace Technology Industry Group is focused on creating a competitive semiconductor industry chain, addressing gaps in Hainan's electronic information manufacturing sector [10]. Group 2: Marine and Energy - The completion of the underwater intelligent computing center in Lingshui marks a significant step in marine data processing capabilities [6]. - The "Deep Sea No. 1" energy station represents advancements in energy infrastructure within the region [12]. Group 3: Aviation and Maintenance - A one-stop aircraft maintenance industrial base in Hainan is actively servicing foreign aircraft, indicating growth in the aviation maintenance sector [4]. Group 4: Agriculture and Research - The National South Breeding Research Institute in Sanya is conducting rice experiments, contributing to agricultural innovation [8]. Group 5: Tourism and Leisure - The cruise and yacht industry in Sanya is experiencing rapid growth, with vessels like the "Star Navigator" ferrying tourists, reflecting the tourism sector's expansion [14]. Group 6: Environmental Initiatives - The Dongyu Island zero-carbon demonstration zone has achieved a comprehensive carbon reduction layout, showcasing Hainan's commitment to sustainable development [16].

Core Viewpoint - Hainan Free Trade Port is set to enhance its tourism sector by implementing the "Hainan Free Trade Port Tourism Regulations," aiming to establish itself as a globally influential international tourism consumption center [1] Group 1: Key Highlights of the Regulations - The regulations will take effect on December 1, 2025, and include four major highlights [2] - A dedicated chapter on "Tourism Opening and Internationalization" aims to transform national policy benefits into stable and predictable institutional arrangements [2] - The regulations allow qualified joint venture travel agencies and foreign-owned enterprises to conduct outbound tourism business, excluding Taiwan, and permit 24-hour operation of bars and entertainment venues in key tourist areas [2] - The regulations also allow qualified foreign tour guides to work in Hainan after skill recognition, deviating from the requirement that only Chinese citizens can be tour guides [2] Group 2: New Tourism Consumption Models - The regulations respond to the shift from "sightseeing" to "experiential" tourism, promoting deep integration between tourism and related industries [3] - Hainan's unique marine tourism resources will be leveraged to develop new marine tourism products, enhancing the quality of beach resorts, sightseeing, water sports, and leisure fishing [3] - The regulations encourage the development of "performance + tourism" models, supporting large-scale concerts, film festivals, and international high-level performance events, while allowing foreign investors to establish performance agencies in Hainan [3] Group 3: Strengthening Tourism Safety - The regulations address the risks associated with high-risk tourism activities such as sailing, diving, and paragliding, which cater to modern tourists' needs [4] - Strict management measures will be implemented, including licensing requirements and activity area delineation, to ensure safety and professionalism in the tourism industry [4] Group 4: Market Order Regulation - A comprehensive regulatory system will be established to prevent and punish disruptions in the tourism market, protecting tourists' rights [5] - The regulations prohibit travel agencies from attracting customers with below-cost pricing and from directing tourists to substandard shopping venues, with increased penalties for violations [5] - The regulations impose a five-year ban on key individuals in violating travel agencies, raising the cost of illegal activities [5]

格隆汇10月13日｜据央视，"十四五"规划纲要中明确提出，要提升制造业核心竞争力，推进邮轮、大型 LNG船舶和深海油气生产平台等研发应用。中国船舶工业行业协会今天发布的最新数据显示，"十四 五"期间，中国造船业三大指标继续领跑全球，在全球新船订单中，中国船厂承接了64.2%的订单， 比"十三五"期间高出15.1个百分点。此外，一批高端化、智能化新船型相继交付，中国造船实现了从规 模领先到实力领跑的跨越，中国造船业在"十四五"期间，交出了一份亮丽的成绩单。 ...

Group 1 - The core idea emphasizes the commitment of the cultural and tourism sector to enhance the travel experience for the public, focusing on the beauty of nature, culture, and spiritual enrichment during the "14th Five-Year Plan" period [1] - The sector is actively promoting "tourism +" by integrating tourism with agriculture, industry, and sports, leading to the development of rural tourism tailored to local conditions [4] - There is a significant push towards developing smart tourism, with many scenic spots introducing AI robot guides and exoskeletons to assist climbers [7] Group 2 - The emergence of specialized products is notable, with an increase in educational travel offerings that transform travel into a "walking classroom," catering to the needs of the elderly demographic [11] - The development of cruise, yacht, and boat tourism is being promoted, with Shanghai receiving 209 international cruise arrivals in the first eight months of the year [11]

Core Viewpoint - The press conference highlighted the achievements in the cultural and tourism sectors during the "14th Five-Year Plan" period, emphasizing the continuous growth in travel demand and the commitment to enhancing tourism experiences for the public [1] Group 1: Product Supply Enhancement - A total of 58 new 5A-level tourist attractions and approximately 2,600 new A-level attractions have been launched, bringing the total to 16,500, with county coverage reaching 97% [1] - 40 new national-level tourist resorts, 204 national-level leisure streets, and 345 national-level night cultural and tourism consumption clusters have been established, with over 1,400 provincial-level resorts and leisure streets [1] - 597 national key rural tourism villages and towns have been identified, totaling 1,597, while 300 classic red tourism sites are being optimized [1] Group 2: Integration of Products - The "Tourism+" initiative promotes the integration of tourism with agriculture, industry, and sports, creating new growth points and extending the industry chain [2] - Local developments in rural tourism incorporate creative research, aesthetic living, and local cuisine, enhancing the livability and attractiveness of rural areas [2] - The Beijing Winter Olympics has been leveraged to promote the integration of ice and snow culture, tourism, and sports, with 26 national-level ski tourism resorts being developed [2] Group 3: Technological Advancements - The development of smart tourism is being accelerated, with 36 smart tourism solutions and 39 typical cases of smart tourism for the elderly being implemented [2] - AI robot guides and exoskeleton devices for hiking have been introduced in various scenic spots, enhancing visitor experiences [2] Group 4: Customized and Specialized Products - The industry is responding to diverse and personalized tourist demands by promoting customized and specialized tourism products [3] - From January to August, 1,551 tourist trains were operated, a 26% increase year-on-year, with 93,000 passengers, 80% of whom were elderly [3] - The development of cruise ships, yachts, and boats has been promoted, with Shanghai receiving 209 international cruise visits and nearly 1.36 million cruise passengers in the first eight months, a 49.9% increase [3] Group 5: Future Focus - The industry acknowledges the challenges of ineffective projects and is committed to guiding local areas to optimize tourism product supply and ensure sustainable high-quality development [3]

Group 1 - The core viewpoint of the news is the significant achievements in the cultural and tourism sectors during the "14th Five-Year Plan" period, highlighting the expansion and optimization of the cultural industry and the rapid recovery of the tourism sector post-pandemic [1][3][4] Group 2 - In the first half of 2025, domestic residents' travel reached 3.15 trillion yuan, marking a new high, with a total of 3.285 billion trips taken [3] - By 2024, the total assets of the national cultural industry are projected to reach 34.4 trillion yuan, with operating income exceeding 19 trillion yuan and total profit reaching 1.77 trillion yuan [4] - The cultural new business formats are expected to generate 5.9 trillion yuan in revenue by 2024, accounting for over 40% of the entire cultural industry, reflecting an 88% increase since 2020 [4] - In 2024, cultural trade is anticipated to reach 1.4 trillion yuan, with digital, networked, and intelligent cultural trade exceeding 370 billion yuan, representing over 25% of the total [5] Group 3 - From January to August, a total of 1,551 tourist trains were operated nationwide, a 26% increase year-on-year, with 93 million passengers transported, 80% of whom were elderly [6] - The number of newly introduced 5A-level tourist attractions reached 58, with a total of 1.65 million attractions nationwide, and the coverage rate in counties increased to 97% [6] - In the first eight months of the year, Shanghai received 209 international cruise ship arrivals, with nearly 1.36 million cruise passengers, a year-on-year increase of 49.9% [6]