长白山20251217

Summary of Changbai Mountain Conference Call Industry Overview - The conference call discusses the tourism industry, specifically focusing on the Changbai Mountain scenic area and its performance during the winter season and upcoming expansions. Key Points and Arguments 1. Visitor Growth and Seasonal Impact - The Changbai Mountain scenic area is expected to see a significant increase in visitor numbers in 2025, with a 65.29% growth in the southwestern scenic area. However, overall visitor data was affected by weather conditions during the Jilin Province ice and snow holiday, limiting operations to only two days [2][3]. 2. High-Speed Rail Impact - The opening of the Shenbai High-Speed Rail has led to a 36% year-on-year increase in passenger numbers at Changbai Mountain Station, effectively supporting regional visitor traffic. Increased demand is noted for routes from Harbin and Beijing to Changbai Mountain, with expectations for more train services during the Spring Festival [2][5]. 3. Hotel Expansion Plans - The company completed funding for a project in early November 2025, which includes the addition of 400 hotel rooms expected to open in the second half of 2026. This hotel will be positioned similarly to Crowne Plaza, aimed at meeting strong vacation demand and significantly contributing to company performance [2][3][4]. 4. Weather Conditions and Operational Adjustments - November and December 2025 saw sufficient snowfall, which is anticipated to benefit operations for the 2026 snow season. The company plans to extend the operational hours of the Yinchang scenic area to maximize visitor capacity during the summer [2][7][9]. 5. Future Visitor Projections - The company expects a visitor growth rate of over 5% for 2026, with plans for further expansion of scenic areas to accommodate increasing tourist numbers. New projects and infrastructure improvements are also in the pipeline [8][6]. 6. Marketing Strategies - The company has initiated targeted marketing strategies, including a successful free ticket campaign for university students, which doubled the student visitor numbers. Future marketing efforts will focus on optimizing strategies to cover a broader audience and enhance off-peak season traffic [11]. 7. Preparations for the Snow Season - The upcoming snow season is expected to be robust, with the opening of the Ice and Snow World and various supporting projects. The company aims to leverage the growth of Northeast ice and snow tourism for mutual support and collaborative marketing [12]. Additional Important Content - The company is actively researching the possibility of extending operational hours for the Yinchang scenic area to increase visitor capacity during peak summer days [9]. - The second phase of the Hot Spring Village project is set to be completed by the end of next year, with plans to introduce reputable hotel brands to attract mid-market customers [10].