证券日报网讯 2月24日，时代出版（600551）在互动平台回答投资者提问时表示，公司立足出版主业， 持续夯实教材、精品图书、畅销图书等核心业务布局，积极拓展教育服务新业态，强化内部管理，多措 并举、聚焦主责主业，全面提升经营质量与发展效益。 ...

证券日报网讯 2月24日，时代出版在互动平台回答投资者提问时表示，公司一直关注资本市场动态，积 极储备优质投资标的。 （文章来源：证券日报） ...

格隆汇2月24日丨时代出版(600551.SH)在投资者互动平台表示，公司未参与2026年春晚AI视频制作。 ...

格隆汇2月24日丨时代出版(600551.SH)在投资者互动平台表示，公司未参与2026年春晚AI视频制作。 ...

（文章来源：证券日报） 证券日报网讯 2月5日，时代出版在互动平台回答投资者提问时表示，公司主营业务为出版业务，目前 参股投资国联民生、浙商证券、宿迁东瑞英泰股权投资合伙企业（有限合伙）等。 ...

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]

Investment Rating - The report assigns an "Overweight" rating for the industry [4] Core Insights - The media index (Shenwan) increased by 0.21%, ranking 10th among 31 industries, outperforming the CSI 300 index which rose by 0.08% [8] - The report suggests investing in vertical segments with high growth potential, recommending companies such as Wanda Film, Perfect World, and Mango Super Media [8] Summary by Sections DeepSeek Model Release and Spring Festival Film Schedule - DeepSeek launched a new document recognition model, DeepSeek-OCR2, which significantly enhances image recognition capabilities through a novel "Causal Flow" visual reasoning logic [9] - As of now, six films have been scheduled for the 2026 Spring Festival, showcasing a diverse range of genres including drama, comedy, crime, action, martial arts, and animation [15] Industry and Company News - The report highlights key developments in AI and the internet, including Alibaba's AI chip launch and Tencent's AI-powered input method [20] - In the cinema sector, the film "Star River Dream" has been officially scheduled for the 2026 Spring Festival [22] - The gaming industry is also active, with Nintendo announcing a classic game library for its Switch Online service [22] Company Performance and Recommendations - The report provides a valuation table for recommended companies, indicating their expected earnings per share (EPS) and price-to-earnings (PE) ratios for 2024 to 2026, with all recommended companies rated as "Overweight" [16][17] - Notable companies include: - Wanda Film: Market cap of 250.03 billion, PE of 19.41 for 2024 [16] - Perfect World: Market cap of 365.49 billion, PE of 44.86 for 2024 [16] - Mango Super Media: Market cap of 532.40 billion, PE of 32.36 for 2024 [16]

证券日报网讯 1月29日，时代出版发布公告称，公司第七届董事会已于2026年1月10日任期届满，换届 选举将适当延期，董事会各专门委员会、高级管理人员的任期亦相应顺延。 （文章来源：证券日报） ...

时代出版传媒股份有限公司 证券代码：600551 证券简称：时代出版 公告编号：临2026-002 时代出版传媒股份有限公司 关于董事会延期换届的提示性公告 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。 时代出版传媒股份有限公司(以下简称"公司")第七届董事会已于 2026 年 1 月 10 日任期届满。鉴于公司新一届董事会换届相关工作正在筹备中，为保证 公司董事会相关工作的连续性和稳定性，公司董事会的换届选举工作将适当延 期，董事会各专门委员会、高级管理人员的任期亦相应顺延。 在新一届董事会换届选举工作完成前，公司第七届董事会全体董事、董事会 各专门委员会成员及高级管理人员将继续按照相关法律法规和《公司章程》等规 定，履行董事及高级管理人员的职责和义务。 公司董事会换届延期不会影响公司的正常运营，公司正在积极推进，尽快完 成董事会的换届选举工作，并及时履行信息披露义务。 特此公告。 时代出版传媒股份有限公司董事会 2026 年 1 月 30 日 1 ...