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黄山旅游:山下业务主要包括景区、酒店、徽菜及旅行社等板块
Zheng Quan Ri Bao· 2026-02-27 13:39
证券日报网讯 2月27日,黄山旅游在互动平台回答投资者提问时表示,公司山下业务主要包括景区、酒 店、徽菜及旅行社等板块,具体情况请参阅公司在上海证券交易所网站发布的定期报告。 (文章来源:证券日报) ...
SINO HOTELS发布中期业绩 股东应占溢利为5190万港元
Zhi Tong Cai Jing· 2026-02-27 08:50
公告称,中期年度,股东应占溢利为5190万港元,主要受惠酒店、会所及酒店管理业务表现改善。 SINO HOTELS(01221)发布截至2025年12月31日止六个月(中期 )的中期业绩,集团未经核数的股东应占 溢利为5190万港元(2024:4350万港元);集团中期年度营业额为6430万港元(2024:6130万港元)。中期年 度每股盈利为4.4港仙(2024:3.76港仙);中期股息每股1.5港仙。 ...
春节后错峰游迎最佳时机 南京酒店房价下降近四成
Xin Lang Cai Jing· 2026-02-26 17:41
(来源:南京晨报) 转自:南京晨报 晨报讯(南京晨报/爱南京记者 杨静)随着"史上最长春节假期"落下帷幕,旅游市场迅速从"一房难求、 一票难求"的火爆局面切换至高性价比错峰出游模式。同程旅行数据显示,节后一周国内机票均价快速 回落,与春节假期峰值相比几乎"腰斩",部分热门航线机票价格降幅高达80%—90%,甚至比高铁票还 便宜。节后一周南京、汕头、福州、广州、西双版纳、三亚等热门城市酒店均价也在回落,下滑幅度达 30%—45%,预计这一机酒价格趋势将延续至3月底。 机票方面,"南下避寒"与"北上冰雪"热门航线机票价格降幅显著。节后一周,上海飞三亚机票从春节假 期的均价1054元(不含机建燃油费,下同)降至最低200元,降幅达81%;北京飞三亚机票从春节假期 的均价1263元下滑至最低300元,降幅达76%;广州飞哈尔滨机票从春节假期的均价2373元跌至最低961 元,降幅达60%;上海飞哈尔滨机票从春节假期的均价2026元跌至最低200元,降幅达90%。 酒店方面,春节长假过后第一周,南京酒店价格较春节期间便宜了快350元,从均价557元下降到了345 元。西双版纳的酒店春节期间均价高达921元,春节后均价则 ...
光大证券:26年春节假期旅游市场延续高景气度 AI推动消费场景串联
智通财经网· 2026-02-26 09:13
Core Insights - The tourism market during the 2026 Spring Festival is expected to maintain high prosperity, characterized by simultaneous increases in volume and price, along with structural optimization [2][8] - AI technology is increasingly integrated into the entire tourism process, enhancing consumer convenience and experience [3][8] - The cross-border travel market is experiencing significant growth in both outbound and inbound tourism, with a diversified destination structure [5][6] Group 1: Travel Market Trends - The total inter-regional movement of people during the 2026 Spring Festival is anticipated to reach a new high, with growth in passenger flow across civil aviation, railways, and water transport [2] - The hotel market is witnessing both volume and price increases, with hotel night bookings on the Fliggy platform rising by 75% year-on-year during the Spring Festival [2] - Popular tourist cities are seeing significant price increases for hotel accommodations, driven by a segmented travel pattern of "first reunion, then vacation" [2] Group 2: Domestic Tourism - The domestic tourism market is thriving, with Fliggy reporting record-high order volumes and a 10% year-on-year increase in average booking amounts [3] - Traditional and niche destinations are both gaining popularity, reflecting a trend towards diversified experiences in domestic travel [3] - Key scenic spots, such as Zhangjiajie and Qi Yun Mountain, have reported substantial revenue growth during the holiday period, with some locations achieving record highs [3] Group 3: Cross-Border Tourism - The cross-border travel market is experiencing robust growth, with Southeast Asia as a core destination and significant increases in long-haul travel [5] - Outbound travel is dominated by family groups, with popular destinations including Bangkok and Hong Kong, while inbound tourism benefits from visa-free policies and cultural appeal [5][6] - Inbound tourism is showing strong consumer spending, with cities like Beijing and Shanghai leading in visitor numbers and economic contributions [6] Group 4: Investment Opportunities - The tourism sector is expected to benefit from extended holidays, visa-free policies, and rising consumer sentiment, with a favorable outlook for service-oriented consumption [8] - Recommended investment targets include hotel chains such as Jin Jiang Hotels and ShouLai Hotels, as well as online travel agencies like Trip.com and Tongcheng Travel [8]
好房东消失,谁杀死了中国民宿?
3 6 Ke· 2026-02-25 02:12
01 最近在规划开春后的行程,打算去长沙看一位老朋友。 时间不算紧,我想多住几晚,于是带着怀旧的期待,打开了几个主流民宿预订平台。刷了半小时,手指在屏幕上滑动的速度越来越快,心里的期待却一点 点凉了下去。 长沙五一广场附近的房源多如牛毛,照片里的房间也精美得无可挑剔,但这完美之中透着诡异的雷同。这一家挂着波西米亚风编织挂毯,那一家摆着落日 灯和复古唱片机,再往下拉,是清一色极米投影仪和宜家同款懒人沙发。每个房间都像是从同一条流水线上生产出来的标准件,被精准地投放到了城市里 的不同小区。 我随手点开几个看起来还不错的房源,试图寻找房东的影子。头像大多是年轻靓丽的女孩或打扮入时的帅哥,简介里写着热爱旅行、喜欢交友,看上去人 设很有亲和力。 但当我把视线移向房东主页的底部,这位热爱生活的文艺女青年,名下管理着36套房源。另一位看起来像是兼职做民宿的大学生,手里握着32套房子。 常识告诉我,没有一个人类可以独自打理几十个家。后来我挑了一家下单,沟通界面弹出速度极快,几乎是秒回,没有任何寒暄,直接甩过来三个文档, 入住指南、周边美食推荐、交通指引。 我试着发了几条消息,回复很快,措辞也很客气,但读起来像是经过训练的文本 ...
文化旅游基础设施与运营行业2025年信用回顾与2026年展望
新世纪评级· 2026-02-25 01:30
Investment Rating - The report rates the cultural tourism infrastructure and operations industry as stable for 2025 and 2026, indicating a positive outlook for growth and development in the sector [1]. Core Insights - Since 2025, the domestic tourism market has transitioned from recovery to a healthy development phase, with high consumer willingness to travel, primarily focusing on local and nearby tourism, leading to increasingly rigid consumption demands [1][15]. - The international tourism market is entering a high-quality growth phase driven by policy releases and payment facilitation, with expectations for inbound tourism to become a new growth point for the industry [5][18]. - The industry is experiencing a transformation towards quality and immersive experiences, particularly in traditional scenic areas, which are facing capacity constraints and intensified competition [1][42]. - The hotel industry is undergoing a deep adjustment phase, with ongoing brand and chain development, but still facing pressure from soft growth in room prices and rising operational costs [1][2]. Summary by Sections Industry Overview - The cultural tourism infrastructure and operations industry aims to meet public cultural and tourism demands, encompassing the development and provision of related material facilities and services [7]. - The industry is characterized by a deep integration of cultural and tourism resources, focusing on comprehensive services for tourists, including travel, accommodation, dining, and entertainment [7][8]. Market Dynamics - The report highlights that the tourism industry is a strategic pillar of the national economy, contributing over 10% to the national economic growth during the "14th Five-Year Plan" period [10]. - The domestic tourism market is expected to continue supporting economic and social development, with a projected increase in domestic travel demand due to favorable policies and extended holiday periods [5][15]. Financial Performance - Revenue growth in the industry has slowed since 2025, but the operational resilience is expected to persist due to policy support and fundamental supply-demand dynamics [2][4]. - The financial structure of the industry shows a high reliance on debt financing, with a notable increase in overall debt levels and a rising proportion of rigid debt [4][36]. Future Outlook - For 2026, the report anticipates that policy dividends and new holiday regulations will further stimulate tourism consumption demand, with a steady development trend expected in the industry [5][16]. - The integration of AI and data processing technologies is expected to enhance tourism services, leading to a more refined transformation in the sector [5][30]. Sub-industry Analysis - The leisure facilities and cultural tourism infrastructure sector is characterized by high capital barriers and varying profitability across sub-sectors, with leisure facilities maintaining strong profitability due to resource scarcity [9][36]. - The report notes that the competitive landscape is dominated by state-owned enterprises, particularly in economically developed eastern regions, which exhibit significant scale advantages [2][4].
国家移民管理局数据显示 春节假期日均出入境人次同比增长10.1%
● 本报记者熊彦莎 具体而言,内地居民出入境951.4万人次,较去年假期日均增长10.2%;港澳台居民696.9万人次,较去 年假期日均增长8%;外国人131.3万人次,较去年假期日均增长21.8%;入境外国人中,适用免签政策 入境46万人次,较去年假期日均增长28.5%。共计查验出入境交通运输工具70.5万架(艘、列、辆)次,较 去年假期日均增长19.4%。 春节日均出入境人次增多,折射跨境游强劲增长。飞猪数据显示,出境游机票、酒店、当地玩乐订单量 均保持30%以上的同比增速。"四小时飞行圈"内的东南亚国家依然是出境游热门目的地。从中长线出境 游目的地来看,阿曼、哈萨克斯坦、南非、卡塔尔、阿根廷等地的文旅热度保持较快增速,订单量同比 增长均超过2倍。 "我国单方面免签国家、互免签证国家数量增多,出入境便利化程度大大增加,带动跨境游持续增长。 滑雪旅行等出境游热度增长,显示出中国游客对于高品质、沉浸式深度体验旅游产品的需求日益提 升。"中国旅游研究院研究员韩元军告诉中国证券报记者。 国家移民管理局2月24日消息,今年春节假期全国边检机关共计查验1779.6万人次中外人员出入境,日 均197.7万人次,较去年春 ...
春节假期日均出入境人次同比增长10.1%
具体而言,内地居民出入境951.4万人次,较去年假期日均增长10.2%;港澳台居民696.9万人次,较去 年假期日均增长8%;外国人131.3万人次,较去年假期日均增长21.8%;入境外国人中,适用免签政策 入境46万人次,较去年假期日均增长28.5%。共计查验出入境交通运输工具70.5万架(艘、列、辆) 次,较去年假期日均增长19.4%。 ● 本报记者 熊彦莎 国家移民管理局2月24日消息,今年春节假期全国边检机关共计查验1779.6万人次中外人员出入境,日 均197.7万人次,较去年春节假期日均增长10.1%;单日出入境通关最高峰出现在2月21日,达225.9万人 次。 春节日均出入境人次增多,折射跨境游强劲增长。飞猪数据显示,出境游机票、酒店、当地玩乐订单量 均保持30%以上的同比增速。"四小时飞行圈"内的东南亚国家依然是出境游热门目的地。从中长线出境 游目的地来看,阿曼、哈萨克斯坦、南非、卡塔尔、阿根廷等地的文旅热度保持较快增速,订单量同比 增长均超过2倍。 "我国单方面免签国家、互免签证国家数量增多,出入境便利化程度大大增加,带动跨境游持续增长。 滑雪旅行等出境游热度增长,显示出中国游客对于高品质、 ...
德泰新能源集团(00559.HK)股价异动 现正考虑收购澳门的一间酒店
Ge Long Hui· 2026-02-24 08:39
格隆汇2月24日丨德泰新能源集团(00559.HK)发布公告,董事会注意到,公司股份的价格于今天出现不 寻常波动。在合理情况下就公司作出查询后,董事会确认,除公司现正考虑收购澳门的一间酒店外,其 并不知悉导致有关价格出现变动的任何理由,或任何必须公布以避免公司证券出现虚假市场的资料,或 根据证券及期货条例第XIVA部须予披露的任何内幕消息。 ...
惊艳“出圈”!广东中小城市成新春旅游市场“黑马”
Xin Lang Cai Jing· 2026-02-19 01:27
编辑:束孟卿 数据显示,春节期间,揭阳文旅预订增速高达251%,而广州是其最大的客源地。在广东工作的王女士 就表示:"今年接爸妈来广州过年了,准备带着一家5口去揭阳旅游,感受下南方的年味。" 家庭出游成为今年春节的主流场景。美团旅行数据显示,截至大年初二,春节期间酒店、民宿多间预订 增幅达32%,景点亲子票预订量同比增长50%。潮汕野生动物园总经理张锐鑫对此深有感触:"今年春 节,非遗年味成为吸引远方游客的关键。家庭游、亲子游、年轻群体和银发游客都明显增多,市场活力 十足。"他介绍,除了广东省内客源,来自上海、杭州等省外游客占比也显著提升,为此景区特别打造 了更多"三代同游"的家庭友好场景。据统计,该景区春节前及假期预订量整体同比增长50%。 除了热门景区,藏于市井长巷中的"地道小店"在传统佳节中也备受追捧。美团数据显示,截至目前,相 较于去年春节同期,"必吃榜"上的烟火小店商户订单量翻番。大众点评数据也显示,假期前4天,"必吃 榜"整体流量较去年春节同期上涨接近40%,其中异地流量涨幅接近50%。汕头、顺德作为广东美食重 镇,成为总体流量全国靠前的宝藏美食城市。 文/羊城晚报全媒体记者 沈钊 记者2月18日 ...