证券之星消息，9月5日AI 医疗板块较上一交易日上涨1.53%，药石科技领涨。当日上证指数报收于 3812.51，上涨1.24%。深证成指报收于12590.56，上涨3.89%。AI 医疗板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300725 | 药白科技 | 44.21 | 3.85% | 10.47万 | 4.55 乙 | | 600633 | 浙数文化 | 14.44 | 3.74% | 36.23万 | 5.18亿 | | 603990 | 麦迪科技 | 14.64 | 3.24% | 9.15万 | 1.32亿 | | 301230 | 泓博医药 | 37.89 | 3.21% | 5.90万 | 2.21亿 | | 688246 | 嘉和美康 | 31.20 | 2.80% | 3.01万 | 9244.07万 | | 300233 | 金城医药 | 19.46 | 2.80% | 22.60万 | 4.33亿 | | 000590 | 启迪药业 | 12 ...

在市场风格切换的当下，高股息+低估值潜力股票更具备防守能力。 据新华社9月4日消息，国务院办公厅印发《关于释放体育消费潜力进一步推进体育产业高质量发展的意 见》(以下简称《意见》)，提出到2030年，培育一批具有世界影响力的体育企业和体育赛事，体育产业 发展水平大幅跃升，总规模超过7万亿元，在构建新发展格局中发挥重要作用。 《意见》提出6项20条重点举措。一是扩大体育产品供给，丰富体育赛事活动，优化赛事服务管理，发 展户外运动产业，培育壮大冰雪经济，推动体育用品升级。二是激发体育消费需求，拓展体育消费场 景，举办体育消费活动，实施消费惠民举措，扩大体育消费群体。三是壮大体育经营主体，做大做强体 育企业，搭建优质对接平台，深化体育产业交流合作。四是培育体育产业增长点，深化行业融合发展， 促进区域协调发展，推动体育数字化发展。五是强化产业要素支撑，加强人才队伍建设，加大金融支持 力度，丰富体育场地供给。六是提升服务保障水平，营造良好市场环境，做好体育产业统计监测工作。 体育消费成为扩内需的重要抓手。早前，国常会指出，发展体育产业和体育消费是落实扩大内需战略的 重要内容，要激发体育消费需求，拓展体育消费场景，鼓励各 ...

Group 1 - The report highlights the growth trend in the treatment of hemorrhoids products and the potential for expanding into wet wipes business, with a focus on the company's strong performance in the first half of 2025 [5][6][7] - The company achieved a revenue of 1.949 billion yuan in H1 2025, a year-on-year increase of 1.11%, and a net profit of 343 million yuan, up 10.04% year-on-year [6][7] - The company is extending its product line into the field of anal health, with rapid growth in wet wipes, leveraging its established brand recognition and user base [7] Group 2 - The report discusses the strategic focus on financial technology and the acceleration of AI model applications by the company, which reported a revenue of 1.208 billion yuan in H1 2025, a decrease of 48.55% year-on-year [8][9] - The company is narrowing its business focus to financial technology, reducing non-financial IT business, while maintaining investment in core technology and product areas [9][10] - The new generation of core products is being developed to enhance self-operated technology services, with significant investments in AI [11][12] Group 3 - The report indicates that the secondary market is under pressure, with new infrastructure turnover rates leading the market, as evidenced by the issuance of 14 public REITs in 2025, a decrease from the previous year [13][14] - The REITs index has faced declines, with the market's total value dropping to 215.894 billion yuan, while the trading activity has increased slightly [14][15] - New infrastructure sectors are showing higher turnover rates, particularly in park infrastructure, which is leading in transaction volume [15] Group 4 - The report notes that competition in the food delivery sector is intensifying, leading to significant pressure on profits, with the company reporting a revenue of 91.8 billion yuan in Q2 2025, a year-on-year increase of 12% [18][19] - The core local business revenue grew by 8% to 65.3 billion yuan, but operating profits fell sharply due to increased delivery subsidies and marketing expenses [19][20] - The company is optimistic about its long-term growth potential in instant delivery and overseas expansion despite short-term profit pressures [21][22] Group 5 - The report highlights the company's investments in digital and cultural sectors, with a stable revenue of 1.179 billion yuan in H1 2025, and a focus on expanding its digital technology and cultural offerings [23][24] - The online gaming segment showed a revenue increase of 9% to 706 million yuan, while the digital marketing services revenue grew by 14% [24][25] - The company is actively investing in various innovative business areas, including digital sports and arts, to enhance its market presence [25][26] Group 6 - The report indicates that the company achieved a revenue of 13.38 billion yuan in H1 2025, a year-on-year increase of 27.9%, with a significant rise in overseas sales [31][32] - The company is focusing on expanding its IP matrix and targeting a broader age demographic, with a notable increase in sales from online channels [33][34] - The company is adjusting its revenue forecasts for 2025-2027, expecting revenues of 34.18 billion yuan, 47.16 billion yuan, and 57.25 billion yuan respectively [36]

2025 年 08 月 29 日 公司研究 评级：买入(维持) | 市场数据 | 2025/08/28 | | --- | --- | | 当前价格（元） | 15.39 | | 52 周价格区间（元） | 7.77-19.80 | | 总市值（百万） | 19,515.67 | | 流通市值（百万） | 19,515.67 | | 总股本（万股） | 126,807.45 | | 流通股本（万股） | 126,807.45 | | 日均成交额（百万） | 883.48 | | 近一月换手（%） | 4.38 | 相关报告 《浙数文化（600633）2025H1 业绩预告点评： 2025H1 归母净利润同比大增，游戏基本盘稳健， 创新业务提供估值弹性（买入）*游戏Ⅱ*杨仁文， 方博云》——2025-07-19 《浙数文化（600633）2024 年业绩点评：扣非归 母净利润稳健增长，数字营销业务发展强劲（买入） *游戏Ⅱ*杨仁文，方博云》——2025-04-01 《浙数文化（600633）公司动态研究：大数据交易 最近一年走势 投资要点: （1）边锋游戏：整体运营情况良好，根据七麦数据，边锋掼蛋截至 8 月 ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司在实际业务中有无投资或布局虚拟数字 人、VR、元宇宙、短剧游戏等领域的业务？若有，进展如何？ 浙数文化（600633.SH）8月29日在投资者互动平台表示，公司旗下的传播大模型开发有数智人众创平 台，预计到2025年底将形成覆盖"生产—流通—应用"的全链条生态体系，希望为用户带来更加智能、便 捷、丰富的数智人服务体验。公司目前未涉及短剧游戏相关业务。请投资者注意投资风险，理性投资。 ...

Industry Overview - The gaming industry in China showed an overall growth trend in the first half of 2025, with actual sales revenue reaching 168 billion yuan, a year-on-year increase of 14.08% [1] - The number of gaming users in China approached 679 million, reflecting a slight growth of 0.72% year-on-year [1] - The mobile gaming market generated 125.31 billion yuan in revenue, up 16.55% year-on-year, while the client game market saw revenue of 35.40 billion yuan, increasing by 4.86% [1] Company Performance - Among the 17 listed gaming companies that disclosed their semi-annual reports, 7 reported profit growth, 1 turned a profit, and 2 reduced losses [1] - Hubei Sheng Tian Network Technology Co., Ltd. reported a net profit of 52.30 million yuan, a staggering increase of 1186.02% year-on-year [2] - Youzu Interactive Co., Ltd. achieved a net profit of 50.16 million yuan, up 989.31% year-on-year, while Zhejiang Publishing Culture Group Co., Ltd. reported a net profit of 377 million yuan, a growth of 156.26% [2] Regulatory Environment - The National Press and Publication Administration issued 757 domestic game licenses in the first half of 2025, marking an increase compared to the same period in 2024 [2] - June 2025 saw a record issuance of 147 game licenses, the highest monthly figure since 2022 [2] Technological Advancements - Companies are increasingly leveraging AI technology in their operations, with significant developments reported in AI applications for game development and marketing [3][4] - Sheng Tian Network is expanding its overseas market presence, with notable revenue growth from its game "Star Wings," launched in South Korea and Southeast Asia [3] - Youzu Interactive has established an AI empowerment system that covers the entire game development and distribution process, enhancing player engagement [4] - Perfect World is collaborating with NVIDIA to integrate advanced AI technologies into game development, enhancing content creation and gameplay optimization [5] Future Outlook - The gaming industry is expected to continue evolving with the integration of AI and cloud computing technologies, potentially leading to new game types and business models [5] - The ongoing advancements in AI are anticipated to reshape the gaming landscape, creating opportunities for companies to achieve both cultural and commercial value in domestic and international markets [5]

Investment Rating - The report maintains a "Positive" outlook for the media industry [4] Core Insights - The recent policy document from the State Council emphasizes the implementation of "Artificial Intelligence +" actions, which is expected to significantly boost the AI industry chain, similar to the "Internet +" policy in 2015 [7] - The report anticipates a fourfold increase in AI penetration rate within three years, aiming for 70% by 2027 and 90% by 2030, indicating substantial growth potential in AI user base [7][8] - The demand for AI computing power is projected to surge, with major players like Alibaba, Baidu, Tencent, and Huawei expected to benefit from this trend [7] - The report highlights the strategic importance of AI applications, suggesting that new "killer apps" may emerge as AI penetration increases [7] Summary by Sections Investment Recommendations and Targets - Focus on AI applications in two key areas: AI + video/image (Kuaishou-W, Meitu) and AI + recruitment (BOSS Zhipin-W, Tongdao Liepin, Beisen Holdings) [2] - Major companies to watch include Alibaba-W, Tencent Holdings, Kuaishou-W, Baidu Group-SW, and ByteDance [2] - Companies involved in data and copyright in the industry include People’s Daily, Zhejiang Shuzhi Culture, Vision China, and Zhongwen Online [2] Policy and Market Dynamics - The policy document outlines a three-step strategy for AI penetration, with specific targets for 2027 and 2030 [8] - Key areas of focus include AI integration in science and technology, industrial development, and consumer quality enhancement [8][9] - The report emphasizes the need for a supportive environment for AI applications, including the establishment of national AI application pilot bases [7][8] AI Ecosystem Development - The report discusses the importance of fostering an open-source ecosystem for AI, which is seen as crucial for rapid advancements in domestic AI models [7] - It highlights the need for enhanced data supply, intelligent computing power coordination, and talent development to support AI growth [12]

8月26日，浙报数字文化集团股份有限公司(以下简称"浙数文化（600633）")举行2025年半年度业绩暨 现金分红说明会，公司高管就业绩情况、未来发展战略等投资者关心的问题进行解释说明。 浙数文化董事长童杰对《证券日报》记者表示，2025年上半年，公司围绕人工智能应用持续推进业务创 新，积极拓展多元应用场景。目前，公司已有7个大模型或算法通过国家网信办备案，逐步形成覆盖融 媒体、城市治理、智慧医疗和数字文旅的AI应用体系。 在数据运营业务方面，浙江大数据交易中心上半年新增6个交易专区，并与钉钉(中国)信息技术有限公 司达成战略合作，联合运营钉钉数据流通中心。淘宝天下传媒有限公司重点投入人工智能创意视频和智 能工具平台，应用于数字营销服务。 展望未来，童杰表示，浙数文化将继续围绕"文化产业高质量发展科技驱动器"的定位，以数字技术驱动 数字文化发展，聚焦"文化+科技"主航道，深化"1335"战略行动方案，构建"数字文化+""数字技术+""数 据运营+""创新赛道"四维发展生态。 具体来看，在数字文化业务方面，浙数文化子公司杭州边锋网络技术有限公司在棋牌游戏业务中应用人 工智能算法优化用户体验，并探索"谷子经济" ...

Group 1 - The esports sector saw an increase of 1.85%, ranking 6th among concept sectors, with 26 stocks rising, including Yuntuo Holdings and 37 Interactive Entertainment hitting the daily limit [1] - Notable gainers included Kyeong Network, ST Zhongqingbao, and Giant Network, which rose by 4.66%, 3.62%, and 2.94% respectively [1] - The sector experienced a net inflow of 591 million yuan from main funds, with 15 stocks receiving net inflows, and 5 stocks exceeding 30 million yuan in net inflow [2] Group 2 - 37 Interactive Entertainment led the net inflow with 785 million yuan, followed by ST Huadong, Zhejiang Shuculture, and Oriental Pearl with net inflows of 191 million yuan, 69 million yuan, and 43 million yuan respectively [2] - The net inflow ratios for 37 Interactive Entertainment, ST Huadong, and Zhejiang Shuculture were 30.00%, 9.54%, and 6.21% respectively [3] - The trading volume for 37 Interactive Entertainment was 78.53 million yuan, with a turnover rate of 8.46% [3]

Market Overview - On August 26, the AI medical sector experienced a slight decline of 0.01%, with Bei Rui Gene leading the losses [1] - The Shanghai Composite Index closed at 3868.38, down 0.39%, while the Shenzhen Component Index closed at 12473.17, up 0.26% [1] Stock Performance - Notable gainers in the AI medical sector included: - Saily Medical (603716) with a closing price of 36.40, up 4.99% and a trading volume of 707,500 shares, totaling 2.592 billion yuan [1] - Sichuang Medical (300078) closed at 3.80, up 2.98% with a trading volume of 666,200 shares, totaling 250 million yuan [1] - Jiahe Meikang (688246) closed at 38.21, up 2.00% with a trading volume of 56,600 shares, totaling 215 million yuan [1] - Major decliners included: - Bei Rui Gene (000710) closed at 15.94, down 4.03% with a trading volume of 609,700 shares, totaling 977 million yuan [2] - Yao Shi Technology (300725) closed at 45.18, down 3.91% with a trading volume of 165,300 shares, totaling 756 million yuan [2] - Anbiping (688393) closed at 31.66, down 3.21% with a trading volume of 40,200 shares, totaling 129 million yuan [2] Capital Flow - The AI medical sector saw a net outflow of 707 million yuan from institutional investors, while retail investors experienced a net inflow of 697 million yuan [2] - The table of capital flow indicates that: - Wei Ning Health (300253) had a net inflow of 75.39 million yuan from institutional investors [3] - Zhejiang Data Culture (600633) had a net inflow of 67.70 million yuan from institutional investors [3] - Huada Gene (300676) had a net inflow of 23.14 million yuan from institutional investors [3]