Today, cultural and tourism stocks performed well. Qujiang Cultural Tourism once had a daily limit, and as of **, Qujiang Cultural Tourism was far ahead, with an increase of 997%, Guilin Cultural Tourism +675%, Changbaishan and Lijiang shares rose more than 3%. Among the top 20 travel companies, only Lingnan Holdings had a negative increase.
Yesterday, there was another thing in the cultural tourism industry that attracted attention. Dong Yuhui is the new vice president of New Oriental Cultural Tourism, and his next stop is to switch to cultural tourism, and it is expected that more specific matters will be announced in a month.
Since the beginning of this year, the recovery of cultural tourism has gradually become hot, and the performance of related enterprises has increased significantly. The latest developments of the top Dong Yuhui's cultural tourism can be said to have opened up the corner of "cultural tourism China".
Data**: Straight flush.
Last night, Yu Minhong and Dong Yuhui combined for a live broadcast after the small composition turmoil, revealing a new move of the company: the next stop, Dong Yuhui will participate in the promotion of cultural tourism and interviews with writers, and there is a new head-up - vice president of New Oriental Cultural Tourism Group.
Lao Yu in the live broadcast, whenever he talks about cultural tourism, he seems very excited, and constantly leads the topic to specific questions such as "what to do next for cultural tourism and where to go for the first stop".
Actually,Lao Yu has long been thinking about the new growth point of cultural tourism
On July 19, 2023, Beijing New Oriental Cultural Tourism was established, with a registered capital of 1 billion yuan, 100% owned by New Oriental Education and Technology Group, and its business scope includes tourism business, organization of cultural and artistic exchange activities, literary and artistic creation, Internet sales, etc.
In addition, New Oriental Cultural Tourism has also set up branches in Shaanxi, Gansu, Zhejiang, Xinjiang and other places, and has launched a large number of self-operated cultural tourism and research travel products, which are sold on New Oriental Cultural Tourism accounts.
As early as the end of 2022, Oriental Selection also launched its matrix number "Oriental Selection to See the World", which entered Shanxi, Yunnan and other provinces in the form of "live broadcast + cultural tourism", which not only promoted local agricultural products, but also brought new vitality to the local tourism market.
Friends who have watched the live broadcast must be deeply impressed by this scene. On November 28 this year, the Hebei Provincial Department of Culture and Tourism and the live broadcast e-commerce agency "Oriental Selection" jointly organized the Oriental Selection Hebei trip to Zhengding Ancient City, and Li Ming, who served as a docent, was full of praise from Yu Minhong because of his excellent performance: "If you want to apply for Oriental Selection, please tell me at any time." "Recently, New Oriental Cultural Tourism recruitment has continued.
This small essay turmoil can be said to have further promoted the development of New Oriental Cultural Tourism. New Oriental currently has a troika: education, life and cultural tourism。Education is affected by the double reduction and the development is limited, and the live broadcast of Dongfang Selection e-commerce is currently performing very well, but with the tightening of policy supervision and the fierce external competition, it may encounter a bottleneck period in the futureTherefore, the transformation of New Oriental cultural tourism comes at the right time, whether in terms of cultural tourism demand or from the genes of the enterprise itself, it has development potential and may become a new growth point for New Oriental in the future. Dong Yuhui's own traffic effect can bring new help and explosive effects to the cultural tourism business.
New Oriental Cultural Tourism has opened a corner of "Cultural Tourism China".
How to describe China's cultural tourism market in 2023?On December 14, the State Council Information Office held a press conference on accelerating the construction of a cultural power and promoting the high-quality development of culture and tourism. Du Jiang, vice minister of culture and tourism, said at the meeting that this year's tourism market can indeed be described as hot.
According to statistics, in the first three quarters of this year, domestic tourism reached 36700 million person-times, achieving tourism income of 37 trillion yuan, a year-on-year increase. Residents' demand for tourism has been released in a concentrated manner, and residents' travel has increased substantially. While driving the expansion of related consumption, it has also promoted economic recovery.
The Ministry of Culture and Tourism will promote the implementation of the "Domestic Tourism Promotion Plan", which is a three-year action plan. Enrich the supply of high-quality tourism products, improve tourism services, standardize the order of the tourism market, strengthen tourism security, and create a high-quality and warm tourist destination. At the same time, the Ministry of Culture and Tourism is actively introducing the "Inbound Tourism Promotion Plan", which is also a three-year plan, to provide more high-quality tourism products and more convenient services for inbound tourists.
According to the statistics of 642 companies in the consumer industry, among the top 15 companies with the fastest revenue growth in the first three quarters, 10 companies are listed companies in tourist attractions. Among them, the revenue of Zhongxin Tourism, which is engaged in outbound travel, increased the highest year-on-year, reaching 64745%, Jiuhua Tourism from Anhui Province net profit attributable to the parent company grew the fastest, reaching 15,250%. In the large consumer industry, in the first three quarters, the top 100 listed companies with the fastest year-on-year growth in revenue and net profit, and the listed companies in tourist attractions accounted for the largest proportion, reflecting the prosperity of the industry.
For hotel companies, taking representative hotels as examples, Jin Jiang, China Lodging and BTG, in the third quarter, the RevPAR recovery rate exceeded 100% compared with the same period in '19. Founder Research Institute believes that since the beginning of 2023, the RevPAR recovery of the hotel industry has risen rapidly after the Spring Festival, and the market expects the concentrated release of the backlog of travel demand, which will push up the RevPAR performance for the whole year. Since April, with the realization of prosperity expectations, as well as the differentiation between performance and operating data due to the adjustment of some wine management groups' strategic priorities, the valuation of the hotel industry has begun**.
A real estate person said that the hotel industry is particularly good this year, even if the main real estate is not good, but it does not affect the hotel business.
The popularity of cultural and tourism-related industries has accelerated the adjustment and mergers and acquisitions of the industry.
Lingnan Group:On December 6, Guangzhou Lingnan Group Holding Co., Ltd. issued a short-form equity change report. According to the announcement, in order to further promote the joint restructuring work and straighten out the property rights relationship of the enterprise, Lingnan Business Travel intends to acquire Lingnan Holdings 45., which is directly held by Lingnan Group, through the free transfer of state-owned property rights12% of the shares, 100% of the shares of Dongjiu Group and 82% of Liuhua Group96% equity. If the equity change is successfully implemented, it will be conducive to further clarifying the management and control level of Lingnan Business Travel and Lingnan Holdings, realizing the consistency of equity relationship with substantive control, promoting the establishment of a good corporate governance structure of Lingnan Holdings, and ensuring that Lingnan Holdings meets regulatory requirements.
Rheinland Sports:On November 21, the Shenzhen Stock Exchange issued a reply announcement to the Shenzhen Stock Exchange's "Inquiry Letter on the Restructuring of Leylander Sports Development Co., Ltd.". Rheinland Sports said that this transaction will accelerate the destocking of real estate, effectively improve cash flow and optimize asset structure. Focusing on stable operation and profitable tourism business is conducive to optimizing the company's business structure and promoting high-quality development. The company's net profit loss attributable to the parent company in 2021, 2022 and the first three quarters of 2023 was 9419730,000 yuan, 3616500,000 yuan, 2043850,000 yuan.
Three Gorges Tourism:On November 1, Three Gorges Tourism announced that the company plans to divest the capital-intensive passenger car distribution and service business and the first-chain management business, further focus on the main business of comprehensive tourism services, deeply tap the value of the tourism industry, continue to improve the operation and management capabilities, and promote the high-quality development of the enterprise. Three Gorges Tourism said that it intends to give 40% of the equity of the automobile sales company to the controlling shareholder Yichang Jiaolu and the indirect controlling shareholder Yichang Chengfa 20% eachAt the same time, it issued all the claims directly held by Yichang Chengfa to the automobile sales company and its subsidiaries, as well as 100% of the equity of Tian Yuan ** chain indirectly held through its wholly-owned subsidiary, Tian Yuan Logistics.
Xiangyuan Cultural Tourism:On July 21, Xiangyuan Cultural Tourism plans to 53 billion yuan to acquire 80% equity of Bifengxia Tourism. After the completion of this acquisition, Xiangyuan Cultural Tourism will add a new comprehensive tourism service business in Bifengxia 5A-level tourist attractions in Chengdu and Chongqing, and further enrich the company's tourism business categories, increase the proportion of tourism business revenue, and enhance the profitability of tourism business through resource integration and operation improvement.
Policies at a glance:
Report of the 20th National Congress of the Communist Party of China: Proposed"Adhere to the cultural and plastic tourism, tourism and culture, and promote the in-depth integration and development of culture and tourism".requirements.
On April 28, the ** Politburo meeting emphasized the need to improve the consumption environment and promote the consumption of services such as cultural tourism.
On July 24, the ** Politburo meeting proposed to promote the consumption of services such as sports and leisure, cultural tourism, etc.
On July 25, an expert symposium was held to promote the high-quality development of the tourism industry to further make clear arrangements for accelerating the recovery of the tourism industry.
On September 29, the General Office of ** recently issued the "Several Measures to Release the Potential of Tourism Consumption and Promote the High-quality Development of the Tourism Industry", proposing 30 measures to promote the high-quality development of the tourism industry from 5 aspects.
On November 13, the Ministry of Culture and Tourism recently issued the "Domestic Tourism Promotion Plan (2023-2025)", proposing that by 2025, the scale of the domestic tourism market will maintain reasonable growth and the quality will be further improved. Focusing on strengthening the promotion of domestic tourism, enriching the supply of high-quality tourism, improving the tourism consumption experience, enhancing the efficiency of public services, supporting the transformation and upgrading of business entities, deepening the reform of key areas, improving the service quality of the tourism market, strengthening the comprehensive supervision of the market, and implementing the "credit +" project, 30 main tasks were proposed.
From December 11th to 12th, ** Economic Work Conference: Actively cultivate new consumption growth points such as entertainment and tourism.
December 14: Ministry of Culture and Tourism: Accelerate the construction of a cultural power and promote the high-quality development of cultural tourism.