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Newsom assures California always a partner on climate change as he begins China trip_我的网站

A | 本文来自微信公众号:每日经济新闻 (ID:nbdnews),作者:每经记者 “烟花三月下扬州”,李白的一首诗,让扬州瘦西湖的湖光山色成了无数人心中的诗意远方。 HONG KONG -- The governor of California opened a week-long trip to China on Monday with an assurance that his state will always be a partner on climate issues no matter how the U.S. presidential election turns out next year.Democrat Gavin Newsom's visit comes as U.S.-Chinese relations witnessed a sharp deterioration in recent years due to trade disputes, U.S. support for self-governing Taiwan and human rights concerns, among other contentious issues.Attempting to reinforce his state's role as a global leader on climate change, Newsom began his visit with a climate-themed discussion at the University of Hong Kong. He told the audience they “can rely on California,” while addressing claims that the United States is not a reliable ally.“I want you to know, regardless of what happens nationally, sub-nationally, you have a partner in the state of California,” he said. Climate remains one area where collaboration is seen as possible and necessary. Both countries appear to have fully re-engaged in the run-up to the next U.N. climate change conference, which opens Nov. 30 in Dubai.Newsom said China and the U.S. have long-standing partnerships on the issue of climate change that he wanted to build upon. Li Yongsheng, deputy commissioner of the Chinese foreign ministry in Hong Kong, said at the opening of the event that China-US relations “have shown positive signs of rebounding," and that he believed Newsom's visit will be productive.Other attendees included Gregory May, U.S. consul general in Hong Kong, Eden Woon, the president of the American Chamber of Commerce in Hong Kong, and Elsie Leung, Hong Kong former secretary for justice. But Newsome's trip to China has drawn concerns from some 60 advocacy groups and non-governmental organizations. They expressed their disappointment in a joint statement Friday characterizing the governor’s trip as a move to “explicitly turn away from engaging on critical human rights issues.”Asked if the only way to make progress on climate matters with China is not to mention human rights issues, Newsom denied the tradeoff, saying, “we can do many things at once.” After his Hong Kong trip, he will head to Beijing, Shanghai and the provinces of Guangdong and Jiangsu. He will visit the first Chinese city to deploy an all-electric bus fleet, tour an offshore wind facility and see Tesla’s Shanghai Gigafactory. He will sign agreements with leaders of various Chinese provinces to set mutual commitments on a host of climate goals.Newsom’s agenda also includes conversations on “strengthening cultural ties and combating xenophobia,” and promoting economic development and tourism.Governors of California, which has an economy larger than most countries, have a long history of climate collaboration with China. Democrat Jerry Brown and Republican Arnold Schwarzenegger also traveled there to swap knowledge on reducing air pollution and emissions, and since leaving office, Brown has launched the California-China Climate Institute at the University of California, Berkeley.。如今,泛舟这片国家5A级旅游景区的公司,正准备敲开资本市场的大门,用船桨“摇”出一个IPO(首次公开发行)。 9月,江苏瘦西湖文化旅游股份有限公司(以下简称“瘦西湖文旅”)向港交所递交了招股书。这家年营收超1亿元的企业,核心收入主要来自“划船”——85%以上营收依赖水上游船观光服务。公司掌舵者、55岁的董事长徐顺美,早年只是一名景点导游,但凭借对文旅行业的深耕,一路走向管理层,带领企业打响了“瘦西湖船娘”这一招牌。 游船业务收入占比超过八成 主要业务仍“困”在扬州 作为扬州市内目前唯一一家持牌的水上游船观光运营商,瘦西湖文旅拥有蜀冈—瘦西湖风景区水上游船观光20年独家经营权,并在古运河区域享有运营水上游船观光的无期限专营资格。 水上游船业务撑起了瘦西湖文旅的业绩。

B | 2022年至2024年,公司总营收从0.31亿元增长至1.11亿元,净利润从298万元增长到4288万元。

C | 其主营业务可以分为三大板块:水上游船观光服务、观光车服务和景区管理服务。但后两项业务在总营收中占比较低。2022年至2024年及2025年上半年,瘦西湖文旅水上游船观光服务的收入占比始终维持在85%以上,分别为88.3%、87.2%、86.2%和85.6%。 为了打破单一业务依赖,瘦西湖文旅也做过尝试。 去年10月,公司推出大运扬州行进式游船演艺,演出沿着扬州段大运河展开。该项目2025年上半年营收1844.8万元,占总收入21.8%。 此外,瘦西湖文旅还推出“游船+”增值服务,比如早茶体验项目、研学项目、企业定制活动等。这类增值服务的收入在2024年占总营收的35.3%。 游船业务高度集中在当地,也意味着公司的业务版图仍“困”在扬州。根据弗若斯特沙利文数据,瘦西湖文旅在2024年江苏省水上游览服务船票销售市场上占有16%的份额,排名第二。

D | 但在全国水上游览市场中仅排名第十位,份额为1%。 图片来源:公司招股书截图 因此,瘦西湖文旅也在切入景区管理业务。公司在2022年开始与高邮清水潭旅游度假区签订托管协议,但这部分收入不算高。

E | 瘦西湖文旅与清水潭旅游度假区最新签订的合作协议显示,3年时间(2025年7月1日至2028年6月30日)里,瘦西湖文旅收取的固定管理费为350万元。值得注意的是,瘦西湖文旅这3年时间中,还需向扬州传媒公司支付合计180万元的高邮清水潭旅游度假区营销服务报酬。 公司主推摇橹船服务 包船价1000元 现年55岁的徐顺美是瘦西湖文旅的灵魂人物。 她出生于1970年,职业生涯始于最基层的景点导游。凭借突出的能力和对景区的深刻理解,徐顺美一路晋升,历任瘦西湖公园秘书处处长、瘦西湖管理处副主任等职。 2011年,她担任瘦西湖文旅总经理一职,2019年后升任董事长。徐顺美一直主导设计并开发了多条水上旅游线路以及大运扬州行进式游船演艺,“瘦西湖船娘”这一核心品牌也离不开她的推动。 2009年,公司打造了“大学生瘦西湖船娘”品牌,并开始组建年轻化的船娘队伍。在票价方面,摇橹船包船服务价格一般为1000元,摇橹船的女性驾驶员称为“船娘”,男性驾驶员称为“船夫”。 徐顺美曾表示,要让“瘦西湖船娘”这一品牌不断发光发亮,要让每一位船娘会摇船、会讲解、会游泳、会唱扬州小调、会做心理疏导。 截至目前,公司共拥有206艘游船,其中包括36艘摇橹船、106艘自驾船和64艘主题船,标准运营下单航次总载客量达3817人,旅游高峰期每日最大承载量超3.5万人。 其中,摇橹船最具特色。“瘦西湖船娘班”过去几年共接待超83万名享受摇橹船服务的游客,这成为瘦西湖文旅的重要收入来源。

F | 2017年,瘦西湖文旅已成功挂牌新三板,迈出资本化第一步。但冲刺港股的道路并非坦途,港股市场上的文旅类企业估值普遍不高,且2025年以来尚无文旅企业在港股成功IPO的案例。

G | 这位从景点导游走向管理层的董事长徐顺美,能否完成这场从运河之畔到国际化资本市场的跳跃? (免责声明:文章内容和数据仅供参考,不构成投资建议。投资者据此操作,风险自担。
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