492 lines
35 KiB
HTML
492 lines
35 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="dark">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>旅游概念深度研报 - 价小前投研</title>
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<script src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js" defer></script>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Manrope:wght@300;400;500;700&display=swap');
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body {
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font-family: 'Manrope', 'Helvetica Neue', 'Arial', 'sans-serif';
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background-color: #000000;
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background-image:
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radial-gradient(ellipse 20% 40% at 20% 20%, rgba(100, 100, 255, 0.2), transparent),
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radial-gradient(ellipse 20% 40% at 80% 80%, rgba(255, 100, 150, 0.2), transparent);
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background-attachment: fixed;
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color: #E0E0E0;
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}
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.glass-card {
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background: rgba(12, 12, 22, 0.5);
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-webkit-backdrop-filter: blur(20px);
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backdrop-filter: blur(20px);
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border: 1px solid rgba(255, 255, 255, 0.1);
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transition: all 0.3s ease;
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}
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.glass-card:hover {
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background: rgba(20, 20, 35, 0.6);
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border: 1px solid rgba(255, 255, 255, 0.2);
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transform: translateY(-5px);
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}
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.bento-grid {
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display: grid;
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gap: 1.5rem;
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}
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.glow-divider {
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height: 1px;
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background: linear-gradient(90deg, transparent, rgba(150, 150, 255, 0.5), transparent);
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border: none;
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}
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h1, h2, h3 {
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text-shadow: 0 0 10px rgba(180, 180, 255, 0.3);
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}
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.main-glow {
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position: fixed;
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top: 50%;
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left: 50%;
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width: 1200px;
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height: 1200px;
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transform: translate(-50%, -50%);
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background: radial-gradient(circle, rgba(63, 94, 251, 0.15) 0%, rgba(70, 252, 236, 0.0) 70%);
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z-index: -1;
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pointer-events: none;
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}
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.table thead th, .table tbody td {
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background-color: transparent !important;
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border-color: rgba(255, 255, 255, 0.15) !important;
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}
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</style>
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</head>
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<body class="antialiased text-gray-300">
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<div class="main-glow"></div>
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<div class="container mx-auto p-4 md:p-8 max-w-7xl relative z-10">
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<!-- Header -->
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<header class="text-center mb-12">
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<h1 class="text-4xl md:text-6xl font-bold tracking-tighter text-white mb-4">旅游概念深度研报</h1>
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<p class="text-lg text-gray-400">从总量修复到质升转型：新业态、新政策、新机遇</p>
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<p class="text-xs mt-4 text-gray-500">北京价值前沿科技有限公司 AI投研agent：“价小前投研” | 报告为AI合成数据，投资需谨慎</p>
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</header>
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<!-- Core View -->
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<section class="mb-12">
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<div class="glass-card rounded-3xl p-6 md:p-8">
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<h2 class="text-2xl font-bold text-white mb-4 border-l-4 border-cyan-400 pl-4">核心观点摘要</h2>
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<p class="text-lg leading-relaxed">
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旅游概念正处在<strong class="text-cyan-300">从总量修复向量质齐升的关键转型期</strong>。其核心驱动力已从单一的疫后需求反弹，转变为<strong class="text-purple-300">“政策顶层设计”与“消费结构升级”</strong>双轮驱动。未来，行业的增长潜力不再是简单的客流恢复，而是取决于能否在<strong class="text-white">新业态（如低空旅游、沉浸式体验）的商业化、存量资源的运营效率提升以及产业链的深度融合</strong>上取得实质性突破。
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</p>
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</div>
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</section>
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<!-- Timeline -->
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<section class="mb-12">
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<h2 class="text-2xl font-bold text-white mb-8 text-center">概念发展时间轴</h2>
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<div class="relative wrap overflow-hidden p-10 h-full">
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<div class="border-2-2 absolute border-opacity-20 border-gray-500 h-full border" style="left: 50%"></div>
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<!-- 2023 -->
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<div class="mb-8 flex justify-between items-center w-full right-timeline">
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<div class="order-1 w-5/12"></div>
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<div class="z-20 flex items-center order-1 bg-gray-800 shadow-xl w-12 h-12 rounded-full">
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<h1 class="mx-auto font-semibold text-lg text-white">23'</h1>
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</div>
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<div class="order-1 glass-card rounded-3xl shadow-xl w-5/12 px-6 py-4">
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<h3 class="mb-3 font-bold text-white text-xl">全面复苏与需求释放</h3>
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<p class="text-sm leading-snug tracking-wide text-gray-300">疫后需求集中释放，黄山游客量创历史新高（较19年增30%）。中秋国庆假期出游人次及收入全面超越疫情前水平，标志市场全面复苏。</p>
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</div>
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</div>
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<!-- 2024 -->
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<div class="mb-8 flex justify-between flex-row-reverse items-center w-full left-timeline">
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<div class="order-1 w-5/12"></div>
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<div class="z-20 flex items-center order-1 bg-gray-800 shadow-xl w-12 h-12 rounded-full">
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<h1 class="mx-auto text-white font-semibold text-lg">24'</h1>
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</div>
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<div class="order-1 glass-card rounded-3xl shadow-xl w-5/12 px-6 py-4">
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<h3 class="mb-3 font-bold text-white text-xl">政策驱动与结构分化</h3>
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<p class="text-sm leading-snug tracking-wide text-gray-300">国家政策密集出台，将旅游业定位为“新兴战略性支柱产业”。地方政府加码扶持，引导产业向入境游、低空旅游等高附加值方向发展。市场进入“稳步增长”和业绩兑现阶段。</p>
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</div>
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</div>
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<!-- 2025+ -->
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<div class="mb-8 flex justify-between items-center w-full right-timeline">
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<div class="order-1 w-5/12"></div>
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<div class="z-20 flex items-center order-1 bg-gray-800 shadow-xl w-12 h-12 rounded-full">
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<h1 class="mx-auto font-semibold text-lg text-white">25'+</h1>
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</div>
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<div class="order-1 glass-card rounded-3xl shadow-xl w-5/12 px-6 py-4">
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<h3 class="mb-3 font-bold text-white text-xl">新业态与国际化</h3>
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<p class="text-sm leading-snug tracking-wide text-gray-300">入境游市场潜力显现，海外用户搜索热度大增。低空旅游、智慧旅游、产业链整合成为行业长期发展路径，交通基建持续释放红利。</p>
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</div>
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</div>
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</div>
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</section>
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<!-- Core Logic & Market Perception -->
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<section class="mb-12">
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<h2 class="text-2xl font-bold text-white mb-8 text-center">核心逻辑与市场认知</h2>
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<div class="bento-grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3">
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<!-- Core Drivers -->
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<div class="glass-card rounded-3xl p-6 md:p-8 md:col-span-2">
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<h3 class="text-xl font-bold text-white mb-4">核心驱动力</h3>
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<ul class="space-y-4">
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<li class="flex items-start">
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<svg class="w-6 h-6 text-cyan-400 mr-3 flex-shrink-0 mt-1" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12l2 2 4-4m5.618-4.016A11.955 11.955 0 0112 2.944a11.955 11.955 0 01-8.618 3.04A12.02 12.02 0 003 9c0 5.591 3.824 10.29 9 11.622 5.176-1.332 9-6.03 9-11.622 0-1.042-.133-2.052-.382-3.016z"></path></svg>
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<div><strong class="text-white">政策强力托底与引导：</strong>从中央“新兴战略性支柱产业”定位，到地方政府精准扶持，政策为行业发展提供清晰路线图和坚实保障。</div>
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</li>
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<li class="flex items-start">
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<svg class="w-6 h-6 text-purple-400 mr-3 flex-shrink-0 mt-1" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M17 20h5v-2a3 3 0 00-5.356-1.857M17 20H7m10 0v-2c0-.656-.126-1.283-.356-1.857M7 20H2v-2a3 3 0 015.356-1.857M7 20v-2c0-.656.126-1.283.356-1.857m0 0a5.002 5.002 0 019.288 0M15 7a3 3 0 11-6 0 3 3 0 016 0zm6 3a2 2 0 11-4 0 2 2 0 014 0zM7 10a2 2 0 11-4 0 2 2 0 014 0z"></path></svg>
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<div><strong class="text-white">消费需求深刻变革：</strong>游客结构呈散客化（占比80-90%）、年轻化趋势，驱动产品向体验式、沉浸式、个性化转型，85.5%游客体验过沉浸式旅游。</div>
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</li>
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<li class="flex items-start">
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<svg class="w-6 h-6 text-green-400 mr-3 flex-shrink-0 mt-1" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 19l9 2-9-18-9 18 9-2zm0 0v-8"></path></svg>
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<div><strong class="text-white">交通基础设施持续完善：</strong>多条高铁线路（如昌景黄、池黄）开通，被视为打开核心客源市场的关键钥匙，为客流增长提供最直接保障。</div>
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</li>
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</ul>
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</div>
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<!-- Market Heat -->
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<div class="glass-card rounded-3xl p-6 md:p-8">
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<h3 class="text-xl font-bold text-white mb-4">市场热度与情绪</h3>
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<p>股市表现呈现<strong class="text-yellow-300">高波动、脉冲式上涨</strong>特征，通常在节假日前夕、政策发布后集体拉升，但随后可能快速调整。</p>
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<p class="mt-2">市场关注度高，但情绪偏向<strong class="text-white">短期交易和事件驱动</strong>，对长期基本面的信心尚不稳定。整体乐观中夹杂着对业绩兑现的审慎。</p>
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</div>
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<!-- Expectation Gap -->
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<div class="glass-card rounded-3xl p-6 md:p-8 lg:col-span-3">
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<h3 class="text-xl font-bold text-white mb-4">预期差分析</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="border border-red-500/30 rounded-2xl p-4">
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<h4 class="font-semibold text-red-300">“低空旅游”：理想丰满，现实骨感</h4>
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<p class="text-sm mt-2"><strong class="text-white">市场叙事：</strong>研报描绘千亿级市场，预测西域旅游项目可贡献1.9亿净利润。<br><strong class="text-white">公司现实：</strong>路演明确指出项目依赖民航总局审批，商业化运营时间表暂不明确。市场预期远超企业实际推进速度。</p>
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</div>
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<div class="border border-blue-500/30 rounded-2xl p-4">
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<h4 class="font-semibold text-blue-300">出境游复苏：“人次”与“利润”的温差</h4>
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<p class="text-sm mt-2"><strong class="text-white">市场认知：</strong>认为免签国增多将导致出境游快速恢复。<br><strong class="text-white">公司现实：</strong>众信旅游揭示核心瓶颈为国际航班运力（24年预计仅恢复至60%），供给端限制人次增长天花板。</p>
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</div>
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<div class="border border-green-500/30 rounded-2xl p-4">
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<h4 class="font-semibold text-green-300">国企改革与整合：长期利好，短期催化有限</h4>
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<p class="text-sm mt-2"><strong class="text-white">市场预期：</strong>西域旅游将成为新疆文旅资源整合核心平台。<br><strong class="text-white">公司现实：</strong>路演表述为“未来可能探索合作”，暗示整合是渐进、复杂过程，短期难以产生爆发性业绩贡献。</p>
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</div>
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</div>
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</div>
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</div>
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</section>
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<!-- Key Market Data ECharts -->
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<section class="mb-12">
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<h2 class="text-2xl font-bold text-white mb-8 text-center">市场数据精粹：节假日旅游复苏情况</h2>
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<div class="glass-card rounded-3xl p-6 md:p-8" x-data="chartData()" x-init="initChart()">
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<div id="holiday-chart" x-ref="chart" style="width: 100%; height: 400px;"></div>
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</div>
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</section>
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<!-- Catalysts and Future -->
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<section class="mb-12">
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<h2 class="text-2xl font-bold text-white mb-8 text-center">关键催化剂与未来发展路径</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="glass-card rounded-3xl p-6 md:p-8">
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<h3 class="text-xl font-bold text-white mb-4">近期催化剂 (未来3-6个月)</h3>
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<ul class="space-y-3 list-disc list-inside">
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<li><strong class="text-cyan-300">“超级黄金周”业绩兑现：</strong>Q3/Q4财报将是验证行业景气度的试金石。</li>
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<li><strong class="text-cyan-300">新项目落地运营：</strong>西域旅游“遇见喀什”等演艺项目初期运营数据。</li>
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<li><strong class="text-cyan-300">入境游政策加码：</strong>免签政策范围是否会进一步扩大。</li>
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<li><strong class="text-cyan-300">冬季冰雪旅游启动：</strong>长白山、新疆等目的地旺季预订情况。</li>
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</ul>
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</div>
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<div class="glass-card rounded-3xl p-6 md:p-8">
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<h3 class="text-xl font-bold text-white mb-4">长期发展路径</h3>
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<ul class="space-y-3 list-disc list-inside">
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<li><strong class="text-purple-300">从单一景区到全域联动：</strong>以“大黄山”战略为代表，形成产业集群。</li>
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<li><strong class="text-purple-300">“旅游+X”深度融合：</strong>“旅游+文化、+体育、+康养、+科技”成为主流。</li>
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<li><strong class="text-purple-300">新业态商业化成熟：</strong>低空旅游、邮轮旅游进入常态化运营。</li>
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<li><strong class="text-purple-300">数字化与智慧化转型：</strong>AI、VR全面普及，提升体验和效率。</li>
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</ul>
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</div>
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</div>
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</section>
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<!-- Industry Chain -->
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<section class="mb-12">
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<h2 class="text-2xl font-bold text-white mb-8 text-center">产业链图谱与核心公司剖析</h2>
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<div class="glass-card rounded-3xl p-6 md:p-8 mb-6">
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<h3 class="text-xl font-bold text-white mb-6 text-center">产业链图谱</h3>
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<div class="flex flex-col md:flex-row justify-between items-center text-center space-y-4 md:space-y-0 md:space-x-4">
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<div class="flex-1">
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<div class="p-4 border border-cyan-500/30 rounded-2xl">
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<h4 class="font-bold text-cyan-300">上游：资源与供给</h4>
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<p class="text-sm mt-2">自然景区 (黄山、峨眉山)<br>文化IP (宋城演艺)<br>规划设计 (蕾奥规划)</p>
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</div>
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</div>
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<div class="text-2xl text-gray-500 mx-4">→</div>
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<div class="flex-1">
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<div class="p-4 border border-purple-500/30 rounded-2xl">
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<h4 class="font-bold text-purple-300">中游：运营与服务</h4>
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<p class="text-sm mt-2">景区运营 (九华旅游、西域旅游)<br>旅行社 (众信旅游)<br>交通酒店 (桂林旅游)</p>
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</div>
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</div>
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<div class="text-2xl text-gray-500 mx-4">→</div>
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<div class="flex-1">
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<div class="p-4 border border-yellow-500/30 rounded-2xl">
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<h4 class="font-bold text-yellow-300">下游：分销与触达</h4>
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<p class="text-sm mt-2">线上平台OTA (携程、同程)<br>终端消费者</p>
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</div>
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</div>
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</div>
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</div>
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<div class="bento-grid grid-cols-1 lg:grid-cols-3">
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<div class="glass-card rounded-3xl p-6 md:p-8">
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<h4 class="text-lg font-bold text-white mb-3">资源垄断型 (逻辑纯粹)</h4>
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<p class="text-sm mb-2"><strong class="text-white">代表：</strong>黄山旅游 & 九华旅游</p>
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<p class="text-sm mb-2"><strong class="text-white">优势：</strong>资源唯一性，高定价权（索道、酒店）。</p>
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<p class="text-sm mb-2"><strong class="text-white">进展：</strong>存量优化（酒店升级）+ 增量拓展（新索道/交通枢纽）。</p>
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<p class="text-sm"><strong class="text-red-400">风险：</strong>客流天花板，门票价格受管制。</p>
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</div>
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||
<div class="glass-card rounded-3xl p-6 md:p-8">
|
||
<h4 class="text-lg font-bold text-white mb-3">外延扩张型 (最具成长性)</h4>
|
||
<p class="text-sm mb-2"><strong class="text-white">代表：</strong>西域旅游</p>
|
||
<p class="text-sm mb-2"><strong class="text-white">优势：</strong>区域卡位，国资背景支持资源整合。</p>
|
||
<p class="text-sm mb-2"><strong class="text-white">进展：</strong>“资源整合+新业态”，布局演艺和低空旅游。</p>
|
||
<p class="text-sm"><strong class="text-red-400">风险：</strong>新项目投入大，回报周期长，政策不确定性高。</p>
|
||
</div>
|
||
<div class="glass-card rounded-3xl p-6 md:p-8">
|
||
<h4 class="text-lg font-bold text-white mb-3">渠道服务型 (周期性最强)</h4>
|
||
<p class="text-sm mb-2"><strong class="text-white">代表：</strong>众信旅游</p>
|
||
<p class="text-sm mb-2"><strong class="text-white">优势：</strong>轻资产，拥有广泛的批发和零售渠道网络。</p>
|
||
<p class="text-sm mb-2"><strong class="text-white">进展：</strong>恢复速度快于行业，但受制于航班运力。</p>
|
||
<p class="text-sm"><strong class="text-red-400">风险：</strong>国际关系、汇率、安全事件等不可控因素。</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Risks and Conclusion -->
|
||
<section class="mb-12">
|
||
<div class="grid grid-cols-1 lg:grid-cols-2 gap-6">
|
||
<div class="glass-card rounded-3xl p-6 md:p-8 border-red-500/20">
|
||
<h3 class="text-xl font-bold text-white mb-4">潜在风险与挑战</h3>
|
||
<ul class="space-y-2 text-sm">
|
||
<li><strong class="text-red-300">技术风险：</strong>eVTOL技术发展不及预期，数据安全与隐私保护。</li>
|
||
<li><strong class="text-red-300">商业化风险：</strong>新业态成本高，消费降级趋势，同质化竞争加剧。</li>
|
||
<li><strong class="text-red-300">政策与竞争风险：</strong>地缘政治（如日本游提醒）、门票价格管制。</li>
|
||
<li><strong class="text-red-300">信息交叉验证风险：</strong>研报激进预测与公司保守表态的矛盾（如低空旅游、日本游）。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="glass-card rounded-3xl p-6 md:p-8 border-green-500/20">
|
||
<h3 class="text-xl font-bold text-white mb-4">综合结论与投资启示</h3>
|
||
<p class="mb-3">旅游概念已进入<strong class="text-green-300">基本面驱动的结构性行情阶段</strong>。市场关注点从“客流恢复”转向“利润增长”和“新业务落地”。行业长期向上趋势明确，但短期表现将显著分化。</p>
|
||
<h4 class="font-semibold text-white mt-4 mb-2">最具投资价值的细分环节：</h4>
|
||
<ol class="list-decimal list-inside text-sm space-y-1">
|
||
<li>拥有核心资源且受益于基建红利的<strong class="text-green-300">头部景区</strong>。</li>
|
||
<li>具备“旅游+内容”创新能力的<strong class="text-green-300">运营商</strong>。</li>
|
||
<li>受益于政策和航班恢复的<strong class="text-green-300">入境游产业链</strong>。</li>
|
||
</ol>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Data -->
|
||
<section>
|
||
<h2 class="text-2xl font-bold text-white mb-8 text-center">相关上市公司一览</h2>
|
||
|
||
<div class="glass-card rounded-3xl p-6 md:p-8 mb-8">
|
||
<h3 class="text-xl font-bold text-white mb-4">核心及人气个股</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr>
|
||
<th class="text-white">股票名称</th>
|
||
<th class="text-white">股票代码</th>
|
||
<th class="text-white">核心逻辑</th>
|
||
<th class="text-white">标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Data from image F860B126... -->
|
||
<tr><td>黄山旅游</td><td><a href="https://valuefrontier.cn/company?scode=600054" target="_blank" class="text-cyan-400 hover:underline">600054</a></td><td>资源垄断性旅游企业，主营景区、索道、酒店、旅行社、餐饮、智慧旅游六大板块。</td><td></td></tr>
|
||
<tr><td>九华旅游</td><td><a href="https://valuefrontier.cn/company?scode=603199" target="_blank" class="text-cyan-400 hover:underline">603199</a></td><td>核心景区内中高档客房数量最多，运营在线旅游平台，客运业务具排他性垄断地位。</td><td></td></tr>
|
||
<tr><td>西域旅游</td><td><a href="https://valuefrontier.cn/company?scode=300859" target="_blank" class="text-cyan-400 hover:underline">300859</a></td><td>新疆唯一国有旅游上市公司，拥有天山天池等核心资源，布局低空旅游与演艺项目。</td><td></td></tr>
|
||
<tr><td>桂林旅游</td><td><a href="https://valuefrontier.cn/company?scode=000978" target="_blank" class="text-cyan-400 hover:underline">000978</a></td><td>主营游船客运、景区、酒店、公路客运等，积极深化智慧旅游布局。</td><td></td></tr>
|
||
<tr><td>众信旅游</td><td><a href="https://valuefrontier.cn/company?scode=002707" target="_blank" class="text-cyan-400 hover:underline">002707</a></td><td>出境旅游专业运营商，主要从事出境游的批发、零售及商务会奖旅游业务。</td><td></td></tr>
|
||
<!-- Data from image 05E048E8... -->
|
||
<tr><td>西藏旅游</td><td><a href="https://valuefrontier.cn/company?scode=600749" target="_blank" class="text-cyan-400 hover:underline">600749</a></td><td>参与运营景区主要分布于西藏林芝和阿里地区，如雅鲁藏布大峡谷、巴松措景区等。</td><td><span class="badge badge-outline badge-primary">人气股</span></td></tr>
|
||
<tr><td>长白山</td><td><a href="https://valuefrontier.cn/company?scode=603099" target="_blank" class="text-cyan-400 hover:underline">603099</a></td><td>主要从事旅游客运、温泉开发、酒店管理、景区管理等业务。</td><td><span class="badge badge-outline badge-primary">人气股</span></td></tr>
|
||
<tr><td>峨眉山A</td><td><a href="https://valuefrontier.cn/company?scode=000888" target="_blank" class="text-cyan-400 hover:underline">000888</a></td><td>四川省龙头旅游企业，拥有峨眉山国家5A级景区资源。</td><td><span class="badge badge-outline badge-primary">人气股</span></td></tr>
|
||
<tr><td>西安旅游</td><td><a href="https://valuefrontier.cn/company?scode=000610" target="_blank" class="text-cyan-400 hover:underline">000610</a></td><td>西安曲江管委会旗下，主营商贸、旅行社、酒店业务，参股西安红土创投。</td><td><span class="badge badge-outline badge-primary">人气股</span></td></tr>
|
||
<tr><td>曲江文旅</td><td><a href="https://valuefrontier.cn/company?scode=600706" target="_blank" class="text-cyan-400 hover:underline">600706</a></td><td>主营景区运营管理、文化主题酒店、旅行社、演出演艺等业务。</td><td></td></tr>
|
||
<tr><td>岭南控股</td><td><a href="https://valuefrontier.cn/company?scode=000524" target="_blank" class="text-cyan-400 hover:underline">000524</a></td><td>以旅游和酒店为主的企业，线下销售网络涵盖近400家营业网点。</td><td><span class="badge badge-outline badge-primary">人气股</span></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-card rounded-3xl p-6 md:p-8 mb-8">
|
||
<h3 class="text-xl font-bold text-white mb-4">涨幅异动个股分析摘要</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr>
|
||
<th class="text-white">股票名称</th>
|
||
<th class="text-white">股票代码</th>
|
||
<th class="text-white">异动日期</th>
|
||
<th class="text-white">涨幅</th>
|
||
<th class="text-white">核心上涨逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>西域旅游</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300859" target="_blank" class="text-cyan-400 hover:underline">300859</a></td>
|
||
<td>2025-09-19</td>
|
||
<td>12.61%</td>
|
||
<td class="text-sm">多重利好共振：板块整体走强、国家及地方政策支持（特别是低空旅游）、“超级黄金周”高预期、新疆地区基建改善。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>三峡旅游</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002627" target="_blank" class="text-cyan-400 hover:underline">002627</a></td>
|
||
<td>2025-11-10</td>
|
||
<td>5.20%</td>
|
||
<td class="text-sm">典型的“板块轮动”跟随上涨。核心驱动为大消费板块爆发（CPI转正、IPO政策宽松），公司低位、低估值具补涨需求。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-card rounded-3xl p-6 md:p-8">
|
||
<h3 class="text-xl font-bold text-white mb-4">产业链相关个股</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr>
|
||
<th class="text-white">股票名称</th>
|
||
<th class="text-white">股票代码</th>
|
||
<th class="text-white">产业链环节</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>园林股份</td><td><a href="https://valuefrontier.cn/company?scode=605303" target="_blank" class="text-cyan-400 hover:underline">605303</a></td><td>上游-建设运营（负责“M湾渔村”项目）</td></tr>
|
||
<tr><td>江西长运</td><td><a href="https://valuefrontier.cn/company?scode=600561" target="_blank" class="text-cyan-400 hover:underline">600561</a></td><td>中游-交通服务（南昌全域旅游集散中心）</td></tr>
|
||
<tr><td>荣盛发展</td><td><a href="https://valuefrontier.cn/company?scode=002146" target="_blank" class="text-cyan-400 hover:underline">002146</a></td><td>中游-住宿（荣盛康旅）</td></tr>
|
||
<tr><td>华侨城A</td><td><a href="https://valuefrontier.cn/company?scode=000069" target="_blank" class="text-cyan-400 hover:underline">000069</a></td><td>中游-综合（文化旅游、房地产双主业）</td></tr>
|
||
<tr><td>三湘印象</td><td><a href="https://valuefrontier.cn/company?scode=000863" target="_blank" class="text-cyan-400 hover:underline">000863</a></td><td>中游-演艺娱乐</td></tr>
|
||
<tr><td>金马游乐</td><td><a href="https://valuefrontier.cn/company?scode=300756" target="_blank" class="text-cyan-400 hover:underline">300756</a></td><td>上游-装备（研发生产游乐装备）</td></tr>
|
||
<tr><td>蕾奥规划</td><td><a href="https://valuefrontier.cn/company?scode=300989" target="_blank" class="text-cyan-400 hover:underline">300989</a></td><td>上游-规划设计</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<footer class="text-center mt-12 py-4 border-t border-gray-700/50">
|
||
<p class="text-xs text-gray-500">本报告由价值前沿AI投研模型生成，所有内容仅供参考，不构成任何投资建议。投资有风险，入市需谨慎。</p>
|
||
</footer>
|
||
|
||
</div>
|
||
|
||
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