证券代码:600229 证券简称:城市传媒 公告编号:2026-002 青岛城市传媒股份有限公司 2025 年度业绩预亏公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: 润为-3.5亿元至-4.5亿元，较2024年的8485.50万元净利润实现同比由盈转亏，利润降幅超4.3亿元，核心业务与 多元布局均面临严峻考验。 ●经公司初步测算,青岛城市传媒股份有限公司(以下简 称"公司")预计2025年度实现归属于母公司所有者的净利润 为-35,000万元到-45,000万元;预计 2025年度实现归属于母公司 所有者的扣除非经常性损益后的净利润为-36.000万元到-46.000 万元。 一、本期业绩预告情况 (一)业绩预告期间 2025年1月1日至2025年12月31日 (二)业绩预告情况 经财务部门初步测算,预计2025年度实现归属于母公司所 有者的净利润为-35,000万元到-45,000万元,与上年同期8.485.50 万元相比,将出现亏损。 2 公众号 · 消费日报-今朝news 2026年1月24日，青 ...

Market Overview - The publishing sector declined by 0.93% compared to the previous trading day, with Rongxin Culture leading the decline [1] - The Shanghai Composite Index closed at 4102.2, up by 0.85%, while the Shenzhen Component Index closed at 14156.27, up by 0.21% [1] Individual Stock Performance - Zhongyuan Media (000719) saw a closing price of 13.44, with an increase of 5.16% and a trading volume of 461,300 shares, amounting to 626 million yuan [1] - Reader Media (603999) experienced a decrease of 1.32% with a net outflow of 227.44 million yuan from main funds [3] - Rongxin Culture (301231) closed at 36.29, down by 6.95%, with a trading volume of 94,500 shares and a transaction value of 350 million yuan [2] Fund Flow Analysis - The publishing sector experienced a net outflow of 649 million yuan from main funds, while retail investors saw a net inflow of 726 million yuan [2] - Main funds showed a net inflow of 2.39 million yuan into Zhongyuan Media, while other stocks like Zhejiang Publishing (601921) and City Media (600229) had mixed fund flows [3]

Core Insights - The publishing sector experienced a rise of 1.52% on February 3, with notable gains from companies like Zhongwen Online, which led the sector with a 4.01% increase [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] Group 1: Stock Performance - Zhongwen Online (300364) closed at 31.91 with a gain of 4.01%, trading volume of 588,700 shares and a transaction value of 1.855 billion [1] - Ning Media (002181) saw a 3.25% increase, closing at 12.38 with a trading volume of 1,254,400 shares and a transaction value of 1.536 billion [1] - Other notable performers included Southern Media (601900) with a 2.68% increase, China Science Publishing (601858) up 2.27%, and Anhui New Media (601801) up 2.21% [1] Group 2: Market Flow - The publishing sector experienced a net outflow of 171 million from institutional investors, while retail investors saw a net inflow of 242 million [2] - The data indicates that retail investors were more active in the market, contrasting with the outflows from institutional and speculative funds [2] Group 3: Individual Stock Flows - Zhejiang Publishing (601921) had a net inflow of 10.2522 million from institutional investors, while it faced a net outflow of 11.2103 million from speculative funds [3] - Southern Media (601900) recorded a net inflow of 7.0367 million from institutional investors, with a significant outflow of 14.4210 million from speculative funds [3] - Retail investors contributed a net inflow of 738.43 million to Southern Media, indicating strong retail interest [3]

Group 1 - The core viewpoint of the articles highlights the strategic transformation of the company from a traditional content provider to an IP ecosystem operator, emphasizing the importance of IP in activating commercial value across multiple industries [1][2][3] - The company has successfully developed the "Youth Reading" brand into a cultural IP matrix, which includes 20 series and 64 books, achieving over 10 million copies sold and nearly 300 million yuan in sales revenue [2] - The company is actively embracing media integration by developing e-books, audio courses, radio dramas, and cultural products, thus creating a comprehensive ecosystem that combines books, practice, and education [2] Group 2 - The company aims to leverage emerging technologies such as VR, AI, and spatial recognition to enhance cultural experiences and engage youth in a more interactive manner [3] - Future plans include deepening the IP strategy, focusing on original content, copyright operations, and cross-industry collaboration to explore IP applications in cultural, tourism, education, and technology sectors [3]

Core Viewpoint - The collaboration between the IP "I Am Not Eating for Free" and Qingdao Publishing under Urban Media marks a significant upgrade in their partnership, focusing on educational comic series aimed at youth, indicating a deeper integration of IP ecosystem operations by Urban Media [1] Group 1: IP Development and Strategy - Urban Media has shown a strong commitment to developing its own IP, with the "Youth Reading" cultural IP celebrating its 10th anniversary in 2025, having expanded from a single series to a matrix of 64 books across 20 categories, achieving over 10 million copies sold and nearly 300 million yuan in sales [2] - The "Youth Reading" brand aligns with national educational reforms, utilizing a unique strategy of "big authors writing small books" to cater to different age groups, thus enhancing both classic literature appreciation and character development [2][3] Group 2: Cross-Industry Collaboration - Urban Media's project "I Am Not Eating for Free" exemplifies a successful transition from traditional publishing to a full industry chain ecosystem, focusing on K12 education by integrating anime with subjects like physics and chemistry, achieving over 1.8 million copies printed and over 100 million yuan in sales by the end of 2025 [4] - The project has expanded its product matrix with new series and collaborations with other leading science IPs, enhancing its content ecosystem [4] Group 3: Digital Transformation and Technological Integration - Urban Media is pursuing a "culture + technology" integration strategy, digitizing traditional content and creating a diverse range of digital cultural products, including animated adaptations that have reached millions of families [5][6] - The company has developed immersive experiences like "Life Journey," which combines VR and AI technologies to transform abstract scientific knowledge into interactive learning experiences, breaking the limitations of traditional education [6] Group 4: Future Directions - Urban Media plans to continue deepening its IP strategy, focusing on original content, copyright operations, and cross-industry collaboration to build a more creative and interconnected ecosystem across cultural, educational, and technological fields [7]

Core Viewpoint - The company, Qingdao Urban Media Co., Ltd., is forecasting a significant net loss for the year 2025, with estimates ranging from -350 million to -450 million yuan, indicating a substantial decline compared to the previous year's profit of 84.85 million yuan [2][3]. Group 1: Performance Forecast - The performance forecast period is from January 1, 2025, to December 31, 2025 [3]. - The expected net profit attributable to the parent company is projected to be between -350 million and -450 million yuan, marking a loss compared to the previous year's profit of 84.85 million yuan [2][3]. - The expected net profit after deducting non-recurring gains and losses is estimated to be between -360 million and -460 million yuan [4]. Group 2: Previous Year’s Performance - In the previous year, the total profit was 147.44 million yuan, with a net profit attributable to the parent company of 84.85 million yuan and a net profit after deducting non-recurring gains and losses of 59.18 million yuan [5]. - The earnings per share for the previous year were 0.13 yuan [6]. Group 3: Reasons for Expected Loss - The primary reason for the expected loss is significant asset impairment losses, particularly in commercial real estate operations, which are under pressure, leading to increased vacancy rates and operational losses [7]. - The company’s Qingdao Urban Media Plaza is undergoing management and brand restructuring, which has resulted in a temporary increase in vacancy rates, with positive effects from the resumed leasing efforts not yet visible [7]. - The decline in the educational book business due to changes in ordering methods has also contributed to the expected losses, alongside ongoing investments in new projects that are still in the early stages [7]. - Non-operating losses include a significant decrease in the fair value of the company's investment in the Himalaya project and the absence of substantial compensation income from production stoppages that was recognized in the previous year [8].

Core Viewpoint - The company, Urban Media (600229), anticipates a significant net loss for the fiscal year 2025, projecting a loss between 350 million to 450 million yuan, compared to a net profit of 84.855 million yuan in the same period last year [1] Group 1: Financial Performance - The expected net loss for 2025 is between 350 million to 450 million yuan [1] - The previous year's net profit was 84.855 million yuan [1] Group 2: Operational Challenges - The commercial real estate sector is under significant pressure, leading to a decline in asset prices [1] - The company's Qingdao Urban Media Plaza is undergoing a transformation in management and brand structure, which has resulted in an increase in vacancy rates due to adjustments in leasing strategies [1] - The operational adjustments have contributed to substantial losses during the reporting period [1]

每经头条（nbdtoutiao）——地方国资开始"抄底"法拍房！单价六七千元"扫货"广州南沙区超60套房 源，同小区二手房挂牌均价逾2万元 （记者 王晓波） 每经AI快讯，城市传媒1月23日晚间发布业绩预告，预计2025年度实现归属于母公司所有者的净利润 为-3.5亿元到-4.5亿元，与上年同期8485.5万元相比，将出现亏损。 ...

Core Viewpoint - City Media (600229.SH) is expected to report a significant loss in net profit for the fiscal year 2025, with projections indicating a loss between 350 million to 450 million yuan compared to a profit of 84.855 million yuan in the previous year [1] Financial Performance - The company anticipates a net profit attributable to shareholders of the parent company to be between -350 million yuan and -450 million yuan for 2025 [1] - The expected net profit after deducting non-recurring gains and losses is projected to be between -360 million yuan and -460 million yuan [1]

Financial Performance Expectations - The company expects a net profit attributable to shareholders of the parent company for 2025 to be between -350 million and -450 million yuan, indicating a significant loss compared to a profit of 84.855 million yuan in the previous year [3]. - The net profit attributable to shareholders after deducting non-recurring gains and losses is projected to be between -360 million and -460 million yuan for 2025 [6]. - The total profit for the previous year was 147.4393 million yuan, with a net profit of 84.855 million yuan attributable to shareholders of the parent company [7]. Reasons for Performance Decline - The decline in performance is primarily due to significant asset impairment losses and increased vacancy rates in commercial real estate operations [8]. - The company’s Qingdao Urban Media Plaza has experienced operational losses due to a strategic shift in management and brand structure, leading to a temporary increase in vacancy rates [8]. - The company’s book business has also seen a decline in sales due to changes in the ordering process for educational materials, resulting in a substantial drop in revenue [8]. Investment and Non-Operating Gains - The fair value of the company's investment in the Himalaya project has decreased significantly due to fluctuations in the payment for the acquisition by Tencent Music [10]. - There were no significant non-operating gains in the current period, unlike the previous year, which included substantial compensation for production stoppages [10]. Financial Reporting and Caution for Investors - The company has communicated its preliminary financial estimates with its annual audit firm, but these figures are unaudited and subject to change [11]. - Investors are advised to be cautious as the forecast data is based on preliminary calculations and the final audited financial report will provide accurate figures [12].