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[Trend Tracking] New trends in cultural and tourism Consumer: the transformation and upgrade from 'booming crowds' to 'booming wealth'.
Jinwu Financial News | In 2025, the cultural and tourism consumption market is undergoing unprecedented transformation. With increased policy support and diversified consumer demand, the cultural and tourism industry has not only become an important engine for economic growth but also plays a key role in promoting coordinated regional economic development and enhancing national happiness. This article will explore the path of transformation and upgrading of cultural and tourism consumption from four aspects: policy support, consumption trends, regional synergy, and Technology empowerment. Policy support: A strong engine for cultural and tourism consumption. In recent years, the national government has continuously introduced policies to promote the prosperous development of cultural and tourism consumption. In 2024, the State Council issued 'Opinions on Further Cultivating ... '
Honk Kong stocks movement | EAST BUY (01797) fell nearly 3% during trading due to business adjustments affecting short-term performance, with a loss of nearly 0.1 billion yuan in the first half of the fiscal year.
EAST BUY (01797) fell nearly 3% during the session. As of this report, it is down 2.63%, priced at 15.54 Hong Kong dollars, with a transaction volume of 76.6871 million Hong Kong dollars.
Everbright: Maintains NEW ORIENTAL-S "Buy" rating, Bullish on the Industry's prosperity and the company's competitive advantage.
Everbright released a research report stating that it maintains a "Buy" rating on NEW ORIENTAL-S (09901). Considering the impact of the macro environment, the company's high-end one-on-one overseas business is under pressure, and it is still difficult to determine the timing of a turning point. To be conservative, the forecast for the company's net income attributable to the parent for the fiscal years 2025-2027 has been lowered to 0.413/0.555/0.712 billion USD (a reduction of 13%/12%/11% respectively), corresponding to EPS of 0.25/0.34/0.44 USD for the fiscal years 2025-2027, respectively. Currently, the company’s capacity expansion and operations are stable, and the profit margin of its core education business continues to improve.
Hong Kong stocks move | NEW ORIENTAL-S (09901) rebounds over 3% as EAST BUY affects company performance. Morgan Stanley states that management's guidance is reasonable but difficult to boost confidence.
NEW ORIENTAL-S (09901) rebounded over 3%. As of the time of writing, it is up 2.26%, priced at 36.2 Hong Kong dollars, with a transaction volume of 0.485 billion Hong Kong dollars.
CICC: Maintains the "Outperform Industry" rating for EAST BUY (01797), with the Target Price raised to 20 HKD.
CICC lowered EAST BUY's FY25/26 revenue by 32.9%/28.8% to 3.83 billion yuan/4.51 billion yuan.
Affected by the spin-off and the impact of joining hands with Hui! EAST BUY disclosed losses, while self-operated and e-commerce Business grew steadily.
①The latest Earnings Reports show that EAST BUY achieved revenue of 2.187 billion yuan, a year-on-year decline of 21.75%; the Net income attributable to the company's owners reported a loss of 96.799 million yuan. However, after excluding the expenses related to the separation of 'Travel with Glory', its e-commerce and self-operated Business remained profitable. ②After Dong Yuhui's departure, EAST BUY has achieved a steady transition, but it is still difficult to find new breakthroughs in the self-operated and live broadcast Operation model.
