Halfway through July，Listed 188bet mobile companies have successively "showed off" their performance in the first half of this year，Relatively “bleak”。

As of July 17，Incomplete statistics，Already have a trip to Xi'an、Lijiang Shares、Zhangjiajie、Sante Ropeway、Guilin 188bet mobile、Emeishan A，And Songcheng Performing Arts、Yunnan 188bet mobile，A total of 8 listed companies in scenic spots released performance forecasts for the first half of the year，Six companies suffered losses、Both companies make profit，Among them，Sante Ropeway、Guilin 188bet mobile and Emeishan A are both expected to lose more than 100 million yuan，Songcheng Performing Arts, which may be profitable, expects profits to fall by 90%-100% year-on-year。

The epidemic is an important influencing factor，But the blame cannot be thrown entirely on the epidemic。The epidemic has amplified the constraints or shortcomings of many traditional 188bet mobile。

Now，Inter-provincial group travel has resumed，Many provinces and cities have also followed up and implemented it，But the coverage area is still small，The policy of resuming inter-provincial travel at the same time，In fact, there are many restrictions，Restricts the recovery time、Space，It also affects the benefits brought to the 188bet mobile spot。

Working hard in the first half of the year。Combining various situations such as performance and policies of 8 listed 188bet mobile，Maybe it can be roughly glimpsed，Second half of the year，188bet mobile are still not easy，Even more "sad"。

Six losses and two profits, three 188bet mobile lost more than 100 million yuan

Look at the data directly.

Among the listed scenic spots companies that have already previewed their semi-annual results，Six losses and two gains，Xi’an 188bet mobile、Lijiang Shares、Zhangjiajie、Sante Ropeway、Both Guilin 188bet mobile and Emeishan A are expected to suffer losses，Varies；Only Songcheng Performing Arts、The two Yunnan 188bet mobile companies are expected to be profitable。

Among them，Sante Ropeway、Guilin 188bet mobile and Mount Emei are expected to lose more than 100 million yuan，Emeishan is expected to have the most，Preliminary loss reaches 1.200 million yuan-1.400 million yuan；Sante Ropeway and Guilin 188bet mobile，Preliminary losses of 100 million yuan respectively-1.200 million yuan、1.1.2 billion yuan。

Songcheng Performing Arts is expected to make a profit of 0-7851 in the first half of this year.110,000 yuan，But it is 7% more profitable than last year.8.5 billion yuan，The decline is already 90%-100%。Yunnan 188bet mobile’s revised net profit ranges from 900,000 yuan to 1.3 million yuan，Down 96 year-on-year.22%-97.39%。

In summary，The “bleakness” of listed companies in 188bet mobile in the first half of this year can give a glimpse of the general situation。

Affected by the epidemic, the number of tourists has dropped significantly、Some projects have stopped operating, etc.，In turn affecting revenue and profits，This is an important reason why the above-mentioned companies mention it more often when explaining their profit and loss data。Such as Mount Emei A mentioned，Since March 23rd，Emeishan 188bet mobile Area has reopened，The company’s various business projects are also being opened one after another，But the impact of the epidemic is still continuing，Therefore, it will still have a great impact on the net profit in the first half of the year。

Songcheng Performing Arts was also mentioned，Affected by the epidemic，All its 188bet mobile will suspend operations starting from January 24th，And because it mainly focuses on indoor performing arts projects，Resumption of operations is late，The business will not fully resume until June 12th。

Combined with first quarter data of this year，Most of the above eight listed companies in 188bet mobile continued to suffer losses in the second quarter。

According to each company’s financial report，Among them, Emeishan A’s revenue in the first quarter of this year was 67.74 million 188bet mobile，Net profit-9588.930,000 188bet mobile。The profit in the first half of last year was 7711.090,000 188bet mobile；

Guilin 188bet mobile’s revenue in the first quarter of this year was 2749.20,000 yuan，Down 76 year-on-year.3%；Net profit-6710.20,000 yuan，Far more than the -194 in the same period last year.70,000 yuan；

Sante Ropeway’s revenue in the first quarter of this year is 2982.570,000 188bet mobile，Decrease by 72% year-on-year.52%；Net profit-7842.320,000 188bet mobile，Loss more than doubled year-on-year。

In combination with the natural environmental conditions of the scenic spot、Tourist psychology and other factors，Natural scenic spots such as Mount Emei、Zhangjiajie、Guilin 188bet mobile’s scenic spots, etc.，In fact, they all occupy certain market opportunities，There is more possibility of early recovery，But at that time, the tourist attraction had a 30% traffic limit、The temporary resumption of cross-provincial and cross-border 188bet mobile has become two major constraints，Making the peak of passenger flow in the scenic spot facing the ceiling，And most of the tourists come from local or surrounding tourists，Price per customer subject to restrictions，Under two-way action，The revenue from the resumption of work and production in scenic spots covers costs，Contradictions are relatively prominent，In addition, many destination government departments implement the policy of free travel to scenic spots，It is not ruled out that some scenic spots will resume work and engage in "loss-making business"。

here，Qingming Festival、May Day and Dragon Boat Festival，Three 188bet mobile peak periods in the first half of the year after the outbreak，According to official data，The industry recovery trend is improving，But for scenic spots，Big environmental impact coupled with a single revenue model、And the constraints of its own supply adjustment and optimization capabilities in response to demand，External factors、Internal interaction，The overall recovery situation of its business is not optimistic enough。

Under adverse circumstances，Maintain a certain amount of cash flow，Avoid the expansion of cash flow crisis，is the key。The means include but are not limited to bond issuance、Fixed increase、Selling assets and financial management, etc.。For example, OCT and its affiliated companies，Incomplete statistics have issued (planned to) billions of yuan in bonds in the first half of this year，Xinhualian plans to issue 1 billion yuan of epidemic prevention and control bonds，Caesar 188bet mobile plans to increase revenue by more than 1.1 billion yuan, etc.。Of course，Under these measures，More than just emergency，There are also companies’ considerations about business planning。

Xi’an’s 188bet mobile has made relatively outstanding recent moves.

May 28，Xi’an 188bet mobile Announcement，It will use its own funds for entrusted financial management，Subscribe financial products 1.500 million yuan，The expected rate of return is 10%。It also said，Entrusted financial management is to improve the efficiency of asset use，Realize the preservation and appreciation of assets。

As early as May 10 last year，Xi’an 188bet mobile has conducted entrusted financial management，The subscription amount is 100 million yuan。Mentioned in Xi’an 188bet mobile Announcement，From June 21, 2019 to March 23, 2020，The accumulated financial income is 1178.840,000 yuan。

In recent years，Investment income supports Xi’an 188bet mobile。Public data display，2017-2019，The investment income from Xi’an 188bet mobile is 27.09 million yuan respectively、1.8.9 billion yuan、16.83 million yuan，Accounting for 132 of the total profit of the year respectively.33%、164.72%、44.96%。

Other side，The main business of Xi’an 188bet mobile (Travel Agency、Hotel) continues to be in downturn，Among them 2019 revenue 8.6.4 billion yuan，Decrease by 2 year-on-year.48%；Net profit-3020.220,000 yuan，131 year-on-year decrease.37%。

Also on June 11th，Xi’an 188bet mobile Announcement，Planned to publicly transfer 100% equity of its wholly-owned subsidiary Weishuiyuan，The lowest listing price is 1.7.8 billion yuan。

When a 188bet mobile company relies on investment income for many years，And continue the action，But when the main business is in a downturn，Competitiveness and risks，It’s not difficult to know。

Things are getting better, but the second half 188bet mobile year is not yet easy

The first half 188bet mobile year was “dismal”，It’s already halfway through July，Could the second half be better？

July 14，The Ministry of Culture and 188bet mobile issued the "Notice of the General Office of the Ministry of Culture and 188bet mobile on Matters Concerning Promoting the Expansion and Resumption of Work and Operations of 188bet mobile Enterprises" (referred to as the "Notice")，Proposes to resume inter-provincial group tours and "flight + wine" business。The cultural and 188bet mobile industry has been struggling for a long time and now it feels like it’s about to see the light of day，Zhihui also analyzed that this move is beneficial to the recovery of the cultural 188bet mobile industry，meaning a key node or turning point。

The resumption of inter-provincial group travel has direct benefits for 188bet mobile and travel agencies，Including the maximum daily tourist reception in the scenic spot adjusted to 50% of the maximum carrying capacity，More direct benefits to 188bet mobile。

Local media information display，From July 16th，Mount Emei resumes inter-provincial group tours，The maximum daily tourist reception capacity of the 188bet mobile spot is adjusted to 50% of the maximum carrying capacity，i.e. 22,500 passengers/day。

And earlier，Songcheng Performing Arts Xi'an Eternal Love premiered on June 22nd，Shanghai Songcheng Performing Arts Kingdom Expo Grand Stage Project will open in the third quarter of this year；May 20，Guilin 188bet mobile announced，All businesses that the company suspended due to the epidemic have resumed operations。They will also benefit from the above notification policy。

But，Based on various current situations，The overall situation of 188bet mobile companies such as scenic spots in the second half of the year is still difficult to say optimistic。

Mainly analyze from both ends of supply and demand.

Let’s talk about the demand side first. 188bet mobile depends on tourists and policies.

Affected by the epidemic，Tourists’ consumption demand for 188bet mobile products has also changed。Some executives of listed companies in scenic spots expressed their opinions on the benefits，Tourists interested in healthy lifestyle products、Life concept products、The demand for “good life products” such as family vacation products will increase。Safety and health will be taken more seriously，Outdoor natural scenic spots will be more popular，But at the same time, it is also suitable for health care types、Parent-child type、Pastoral natural type、Stronger preference for rural style scenic spots，Camping、Outdoor sports、Leisure agriculture, etc. will be more popular，Forced to improve 188bet mobile products。This can also be understood to mean that natural scenic spots will have a lot of market opportunities，But a single natural sightseeing product is no longer enough。

Policy，Although the above-mentioned "Notice" "opens the door" to inter-provincial group 188bet mobile，But there are many expressions in it，Except that the number of tourists received shall not exceed 50% of the maximum carrying capacity，There are also many limitations shown。

一、Mentioned in the "Notice"，Provinces (districts)、Municipal) Culture and 188bet mobile Administrative Department on the premise of doing a good job in epidemic prevention and control，Via local province (region、Municipal) Party Committee、After the government agrees，Travel agencies and online 188bet mobile enterprises can resume operations across provinces (districts)、City) group travel and "air tickets + hotel" business。

here，Opening hours for inter-provincial group tours、Scale space, etc.，All are determined by local government departments。As of the 17th，Only in Shanghai、Jiangxi、Guizhou、Sichuan、Shandong、Qinghai、Eight provinces (cities) in Hainan and Hunan officially announced the resumption of inter-provincial group 188bet mobile。

Risks and pressures caused by epidemic prevention and control，Many provincial and municipal government departments will take into account the local epidemic situation、Risk control awareness and scale、Attitude towards the restoration and development of the cultural 188bet mobile industry, etc.，Comprehensively consider when to resume inter-provincial group travel，And size restrictions, etc.，For example, key nucleic acid test certificates are provided。

For example, the "Notice" 188bet mobile mentioned，All localities must strictly implement territorial management responsibilities，Strengthen the linkage with local health departments，Strengthen collaboration between tourist destinations and tourist source authorities，Improve prevention, control and emergency response capabilities。

This actually puts forward balanced requirements for various places to prevent and control epidemics and open up cross-provincial 188bet mobile，Nature is a test，It will also affect the mentality of many local leaders。

二、Mentioned in the "Notice"，Strengthening epidemic prevention and control management。All localities must insist on putting epidemic prevention and control first，Coordinate various tasks such as 188bet mobile safety。According to "Who organizes、Who manages、The principle of “who is responsible”，Further consolidate the main responsibilities of 188bet mobile enterprises, etc.。

This is also closely related to local government departments，Logic as above。At the same time，This is also a "constraint" for 188bet mobile agencies that carry out inter-provincial group tours，Once an epidemic occurs among tourists in the group，Under the current situation，General 188bet mobile agencies “can’t afford it”，So the frequency of their tours、The number of people in the group and other aspects may be taken into consideration。

Also mentioned in the "Notice"，Control group size，Strictly control the number of team members，Promote small-scale 188bet mobile groups。

Also，The “policy” of the education department also has restrictions。Back in late June，The relevant person in charge of the Ministry of Education proposed，Teachers and students outside the school should reduce unnecessary outings during the summer，In principle, do not 188bet mobile to foreign countries or domestic medium- and high-risk areas、No long-distance 188bet mobile across provinces，Those who really need to leave their place of residence，Required to report to school。

Public information display，There are many provincial and municipal education departments、Schools and other institutions implement this "policy"，Notice of issuing the above content。The volume of inter-provincial 188bet mobile by primary and secondary school students, one of the mainstays of summer 188bet mobile, is expected to shrink significantly，This will also affect the 188bet mobile of the elderly in the family。

Overall，The above policy or practice，Not friendly to traditional 188bet mobile。

Let’s talk about the supply side.

On the one hand，Even if there are inter-provincial group tourists，Local tour of 188bet mobile、I definitely have to continue traveling around the area，This will still be mainstream in the second half of the year，Besides, it’s done，There are more opportunities in the off-season。But its consumption frequency、Overall price market space，It’s hard to grow big for a while，For many 188bet mobile，Adapted to local travel、Optimized supply of products for peripheral travel，Not easy。

On the other hand，Healthy lifestyle type、Life philosophy type、Parent-child vacation products、Family type and other products，Needs to ponder and create。At the same time，We still need to think about how to deal with and attract high-quality small groups、Family group、Research and development and service provision of customized 188bet mobile products，Meet new needs，Also increase the unit price while the number of tourists is under control。

Also，The trend of reservation system is rising，Normalization of epidemic prevention and control，It would be better to put the construction of smart 188bet mobile on the agenda sooner，Connect online and offline，Outside traditional channels，Tik Tok、Station B、New marketing channels such as Xiaohongshu，We must also learn and apply。Not only attracts more young people，Risk of similar epidemics in the future，Also has more defense capabilities。

As early as early May this year，Some travel company executives once expressed their opinions on favoritism，The challenges faced by its enterprises are mainly in four aspects: first, the accuracy of situation prediction and market prediction and the sensitivity of corresponding business strategy adjustments；The second is customer experience orientation，Corresponding to new needs during the epidemic，Effective and precise supply during the resumption of work and production of various manufacturing enterprises；The third is before the 188bet mobile market restarts，Strive to expand share during the market recovery period，With the collaboration of strategic suppliers，Preparation of necessary production factors；Fourth is a substantial breakthrough in strategic reserve projects，Preparation for business to enter the normal period and increase efficiency。

This is true for many 188bet mobile，These challenges also apply。Later this year，Not easy。