社会服务行业周报：元旦海南旅游消费活力释放，美图拟内设千万风投转型AI Agent_老虎社区_美港股上老虎

社会服务行业周报：元旦海南旅游消费活力释放，美图拟内设千万风投转型AI Agent

开源证券01-05

（以下内容从开源证券《社会服务行业周报：元旦海南旅游消费活力释放，美图拟内设千万风投转型AI Agent》研报附件原文摘录）旅游/潮玩：元旦假期海南旅游消费活力释放，消费与贸易活力凸显元旦假期：根据文旅部，元旦假期国内出游1.42亿人次/表观较2024年增长5.2%，国内出游总花费847.89亿元/表观较2024年增长6.3%，整体延续2025年假期旅游平稳表现。海南封关后旅游市场持续火热，...

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Agent》研报附件原文摘录）旅游/潮玩：元旦假期海南旅游消费活力释放，消费与贸易活力凸显元旦假期：根据文旅部，元旦假期国内出游1.42亿人次/表观较2024年增长5.2%，国内出游总花费847.89亿元/表观较2024年增长6.3%，整体延续2025年假期旅游平稳表现。海南封关后旅游市场持续火热，元旦假期海口美兰机场客流达26.9万人次/同比+14.3%，较2024年同期+8%；假期三亚凤凰机场客流达23万人次/同比+8.3%，较2024年同期+19.2%。元旦假期购物金额7.12亿元，同比增长128.9%，较2022年增长19%，创历史新高；购物人数8.35万人次，同比增长60.6%；隐含客单价8527元，同比+37.7%。Suplay：公司递交港股招股书，旗舰品牌“卡卡沃”专注于高端收藏级非对战IP卡牌运营，国内份额占据首位，前三季度以中高端卡牌为核心产品的收藏品实现收入1.98亿元/同比+135%。美图/运动时尚：美图拟内设千万元风投转型AI Agent，运动时尚品牌在华崛起美图：拟内设千万元风投计划激励员工创业，AI时代重回赛马机制，全面转型AIAgent。美图截至2025H1共有付费人数1540万人，同比增长42.6%，付费率仅为5.5%，有较大提升空间，2025H1经调整净利润为4.7亿元，同比增长71.3%。美图公司完成对阿里巴巴2.5亿美元的可转股债券发行及业务合作协议签署，转股价为6.00港元，助力AI技术与电商生态的深度融合。运动时尚：Lululemon 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