“相信行业会在下半年反弹式增长的过程中，抢回这‘失去的’几个月。”
"I believe that in the latter half of this year the tourism industry is about to regain its development momentum and the lost time can be offset."
Vol.1 Issue 10
March 14, 2020
聊点什么 | Subject of the Day
#关于新冠疫情和旅游我怎么看
#Quick Thoughts About COVID-19 Outbreak & Tourism
来者何人 | Meet our Ace
刘国康
党委书记 高级副总裁
岭南生态文旅股份有限公司
Liu Guokang
Senior Vice President
Ling Nan Eco & Culture-Tourism Co., Ltd.
他怎么说 | What the Ace says...
问：您的业务/机构是否受到新冠疫情影响?程度如何?
Q: Is your business / organization affected by the recent outbreak of coronavirus? To what extent?
答：受疫情影响比较严重。投资与建设项目开工延迟、复产较慢，抬高管理成本，对现金流考验比较大。
A: We are seriously affected by the epidemic. Our investment projects are postponed and forced to resume operation slowly. As a result, managerial costs increased and cash flows decreased.
问：根据您的乐观估计，旅游业从疫情的负面影响中完全恢复需要多长时间?
Q: According to your optimistic estimate, how long will it take for tourism to fully recover from the negative impact of the outbreak?
答：对旅游相关行业，疫情的冲击是巨大的，但我依然对行业发展持审慎乐观的态度。因为旅游产业的基本面和增长逻辑不会受到影响。旅游及其叠加的消费产业、体验经济，已经成为居民消费和地方经济的重要部分，这一需求是不可或缺的。随着疫情逐步稳定、消退，加上各地、各部门纷纷出台了扶持企业、稳定文旅消费和产业的政策“大礼包”，相信行业会在下半年反弹式增长的过程中，抢回这“失去的”的几个月。
A: The epidemic has devastating impacts on tourism-related businesses. However I still feel cautiously optimistic towards the future prospects. Since the fundamental elements and growth patterns of the tourism industry will remain unchanged. Tourism consumption and overlapping economic activities has served as an integral component of mass consumption and regional economy. As the epidemic gradually vanishes, government departments at varied levels formulated a series of policies of fostering businesses and stabilizing cultural and tourism spending. I believe that in the latter half of this year the tourism industry is about to regain its development momentum and the lost time can be offset.
问：您认为疫情后行业恢复应该关注的一个突出问题是什么?
Q: What do you think is a key point that our industry must pay attention to when it recovers from the crisis? (Please pick only one)
答：对企业来说，要尽一切办法为疫情结束后的旅游市场消费反弹做好准备，比如抢占周边游的复苏机会;落地布局线上化的营销、管理与服务，提前锁定客群等等。总之，面对这场大考验，优秀企业都要“转危为机”，谋求脱颖而出、逆势前行。
A: The tourism enterprises must make great efforts to promote and get prepared for the rebounding consumer spending through expanding local tours, on-line promotion, management and services as well as catering to customer groups in advance. In the face of this tough trial, excellent enterprises should be able to turn round the crisis to seize alternative opportunities, strive to stand out and buck the trend.
问：您认为疫情可能为旅游业未来带来的一点变化(积极或消极)是什么?
Q: What change (positive or negative) do you think the outbreak may eventually bring to the tourism industry in the future? (Please pick only one)
答：疫情冲击下，一批缺乏核心竞争力的企业、同质化严重的项目可能会被收购、关停。但强者愈强，一定程度上的洗牌，会促使整个行业真正走向高质量发展。
A: Affected by the epidemic, those businesses lacking competitive edges and homogeneous projects might be purchased and closed. Yet the strong ones will become stronger. The corporate reshufflings will lead to high-quality development of the tourism industry.
问：您的机构在此次危机应对中取得的一点经验是什么?
Q: Please share with us a story of your business / organization in dealing with the crisis that others may draw experience from. (Please focus on one aspect)
答：对于企业来说，不仅要节流瘦身、用足政策，确保企业先活下来，更要为未来的旅游经济复苏做好准备。疫情爆发后，岭南股份积极克服困难，既着眼当下，也布局未来——公司对内加强学习培训、复盘总结，开展一系列企业文化建设，凝聚士气，激发共克时艰的信心、决心。对外加快回归粤港澳大湾区、长三角等区域的业务布局，在水务、市政等业务上接连中标，抢抓目前国家“稳投资”、提速基建工程的重大利好，牢固增强了基本面。我们看好5G、VR等技术变革，朝着做强文化科技坚定转型。近期，公司旗下高科技主题游乐设备商、上海恒润文化集团不仅完成了股份制改造，还中标了扬州华侨城等一系列项目，为未来稳定增长打下基础。
A: For our enterprise it is essential to streamline entities and utilize good polices. The most important thing is to survive and get prepared for future recovering of the tourism economy. Since the epidemic broke out, the LINGNAN, overcoming all sorts of difficulties, concentrating on the present and making arrangements for the future, has carried out a series of corporate culture-enhancing work by means of on-the-job training and inquiry reviews. As a result, the staff morale and confidence as well as determination to deal with problems jointly are significantly boosted. We continued to carry on our business operations in the Great Bay Area and Yangtze River Delta, win biddings in water utilities and municipal engineering and make good use of favorable situations that the state make steady investments and speed up capital construction projects. All these measures have consolidated and strengthened our fundamentals. We are optimistic regarding technological and innovative prospects of 5G and VR and in transition towards stronger culture and science technology. In recent times Shanghai Hirain Culture Group, our subsidiary maker of hi-tech theme recreational equipments, has completed its stock restructuring and won the bid of Yangzhou Overseas Chinese Town (OCT) projects, laying the foundation for future’s stable growth.
关于岭南股份 | About LINGNAN
岭南生态文旅股份有限公司(岭南股份)成立于 1998 年，于 2014 年在深交所上市(股票代码:SZ.002717)。经过20多年的耕耘，岭南股份已发展成为集生态景观与水土治理、文化与旅游、投资与运营为一体的全国性集团化公司。旗下拥有园林、水务、市政文化、设计五个集团，文旅康养、金融及投资两个板块，实现七大产业板块协同发展。
2018 年，岭南股份营业收入 88.43 亿元，较上年同期增长 85.05%;归属于上市公司股东的净利润 7.79 亿元，较上年同期增长 52.90%，是自 2014 年上市以来业绩的“五连增”，实现了长期稳健经营。
岭南股份秉承“让环境更美丽，让生活更美好”的企业使命和责任担当，持续为美丽中国建设贡献力量。
岭南股份于2017年成为世界旅游联盟创始会员。
Ling Nan Eco & Culture-Tourism Co., Ltd. (LINGNAN) was established in 1998 and listed on the SME Board in 2014 under the stock code SZ.002717. Thanks to over 20 years of hard work, we have grown into a national group company that combines ecological landscape and soil & water treatment, culture and tourism, as well as investment and operation. With five groups (landscape, water services, culture and design) and two business units (cultural tourism & health, and finance & investment), we are able to coordinate business development in seven different industries.
In 2018, our operation revenue reached 8.843 billion RMB, up by 85.05% year on year. The net profit owned by the shareholders of the listed company was 779 million RMB, a year-on-year growth of 52.90%. With the fifth consecutive growth in company business since 2014, we have achieved steady operation on a long-term basis.
LINGNAN will stay committed to our responsibility and mission of “Creating a more beautiful environment for a better life” and making our unique contribution to building a “beautiful China”.
LINGNAN is a founding member of WTA since 2017.
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