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中青旅(600138.SH):將廣泛借鑑谷子經濟等發展模式,打造自有IP並開發相關周邊產品

格隆匯5月14日丨中青旅(600138.SH)在投資者互動平臺表示,公司景區、旅行社等to C端業務持續關注不同消費羣體的消費特點變化,進一步挖掘潛在客羣,增強內生動力。烏鎮景區聚焦自有 IP 打造,已連續成功舉辦十一屆烏鎮戲劇節,並持續放大其對全年文化活動的輻射效應,實驗性推出賀春季演、烏鎮仲夏夜特別演出季,依託木心美術館舉辦十週年特展“貝多芬:英雄與人”、“蕭邦之心”、“《木心遺稿》朗讀會”等專題活動,以交互體驗、深度參與挖掘文化消費潛力。古北水鎮景區依託《江山競秀》舞臺劇、《看見音樂•很高興音樂會》、烏蘭圖雅演唱會、呂思清“一葉知秋”音樂會等知名 IP,持續豐富業態、提高品牌推廣力度,以多樣性、創新性體驗場景強化文旅融合力度。公司也將廣泛借鑑谷子經濟等發展模式,打造自有IP並開發相關周邊產品,通過年輕化的敘事方式,營造更多旅遊消費場景。公司旗下業務涵蓋景區、整合營銷、旅行社、酒店等不同板塊,各業務市場節奏不同,同時公司業務板塊具有人工、折舊攤銷等成本費用壓縮空間較小的特點,導致一季度淨利潤出現下滑。考慮到景區客流情況受市場、天氣、消費心理等多重因素影響,可能存在波動,公司將在定期報告中按照季度進行景區客流情況披露。

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