Which listed companies will benefit from the opening of Universal Studios Beijing?

Universal Studios Beijing ranks fifth in the world, third in Asia and first in China. It is also by far the largest Universal Studios theme park in the world. Compared with domestic parks, Universal Studios Beijing has obvious comprehensive advantages in IP influence and various amusement equipment, and has great potential for future development. According to the research report of CITIC Construction Investment, Universal Studios receives about150,000 to 20 million tourists annually, and the unit price exceeds about 1500 yuan. After maturity, the annual turnover is about 25 billion to 30 billion yuan.

Moreover, it is difficult to quantify the benefits of accommodation, catering and commercial transportation in Beijing as a whole. According to the pulling effect of Shanghai Disneyland, it is estimated that Beijing's tourism revenue will increase by 7% in 20021year, bringing the city's overall output value to 65 billion yuan.

Such a huge siphon effect will bring long-term economic benefits to the following listed companies:

Direct interest

BTG Hotel (600258): Beijing Universal Theme Park is jointly owned by BTG Investment under Comcast NBC Universal Pictures and Universal Theme Parks and Resorts Group. BTG is one of the four major shareholders of BTG investment, and the presence of a large number of tourists will also greatly increase the hotel's operating income.

Wangfujing (600859): Beijing Universal Theme Park is jointly owned by First Ring Investment and Universal Theme Parks and Resorts Group under Comcast NBC Universal Pictures. Wangfujing is one of the four major shareholders of First Ring Investment, attracting a large number of tourists and driving commercial consumption.

Wentou Holdings (6007 15): The parent company of the company's controlling shareholder, Beiwentou, holds 5% of the shares of First Ring Investment, which is a platform company approved by the Beijing Municipal Government to invest in the development and operation of Beijing Global Theme Park and Resort, and holds 70% of the shares of Beijing International Resort. Beijing International Resort is a joint venture company jointly owned by Shouhuan Investment and Comcast NBC Universal Theme Park and Resort, which is responsible for investing, constructing and operating Beijing Universal Theme Park and Resort projects.

Indirect interest

Xinhualian (000620): As the only cultural tourism enterprise with registered place and office in Tongzhou District, the company is adjacent to Tongzhou Universal Studios. The company owns two five-star hotels in Beijing, Xinhualian Lijing Hot Spring Hotel and Xinhualian Li Jingwan Hotel, which are fully prepared to welcome the opening of Universal Studios at any time, better meet the accommodation needs of tourists and provide relevant reception services. In addition, the company's travel agency will actively expand the business of Universal Studios, provide travel services and increase the scale of income.

CYTS (600 138): In terms of travel agency business, the company's subsidiary CYTS Travel International Travel Service Co., Ltd. is one of the official authorized partners of Beijing Universal Resort.

Long Yuan Yatu (002878): In addition to providing integrated marketing services for corporate customers, the company is also engaged in the development and sales of creative cultural products, including self-owned brand electronic digital products, licensed souvenirs of large-scale sports games, precious metal handicrafts, undertaking government cultural and creative projects, and cooperating with cultural institutions such as museums to develop tourist souvenirs. The company signed a five-year intellectual property license for Universal Studios.

Golden Horse Amusement (300756): As a large domestic amusement equipment supplier, the company provides amusement equipment and after-sales maintenance services for Beijing Universal Studios.