证券代码：600633 证券简称：浙数文化 编号：临 2025-065 浙报数字文化集团股份有限公司 关于参与投资设立浙江望宸数智创业投资合伙企业 （有限合伙）的进展公告 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： | | --- | | 投资标的名称 | 浙江望宸数智创业投资合伙企业（有限合伙） | | | | --- | --- | --- | --- | | 投资金额（万元） | 10,000 | | | | 投资进展阶段 | 完成 进展 | 终止 | 交易要素变更 | | 特别风险提示（如有请勾选） | | | | | | 募集失败 未能完成备案登记 | | | | | 提前终止 | | | | | 发生重大变更 | | | | | 其他：基金在投资过程中受到宏观经济、行业 | | | | | 周期、投资标的经营管理、交易方案等多种因素 | | | | | 影响，可能因未寻求到合适的投资标的，或因决 | | | | | 策失误导致收益不及预期，存在投资风险。 | | | 一、合 ...

Core Insights - Hangzhou has a rich cultural history and has evolved from a single-core culture centered around West Lake to a multi-dimensional cultural landscape, establishing itself as a national cultural and creative industry center [1][2][5] - The city has 1,828 large-scale cultural enterprises, generating a total revenue of 1,083 billion yuan, with digital cultural enterprises accounting for over 80% of this revenue [1][11] - The "Waves: Trillion City 2030" research group conducted extensive studies on Hangzhou's cultural industry, aiming to clarify the relationships between government, universities, and enterprises, and to provide recommendations for future development [1][2] Cultural Industry Development - Hangzhou's cultural industry was officially recognized as a pillar industry in 2007, with a focus on creating a "big cultural industry" that encompasses various sectors including technology services, education, and entertainment [2][3] - The city has a diverse cultural resource base, including various cultural heritages such as the West Lake culture, Liangzhu culture, and Grand Canal culture, which contribute to its cultural richness [2][3][5] - The administrative adjustments from 1996 to 2017 have significantly expanded Hangzhou's cultural space, allowing for a more integrated and diverse cultural industry landscape [5][6] Government and Policy Support - The Hangzhou government has adopted a "city management" philosophy, viewing the city as a platform for cultural exchange and life experiences, which has positively influenced the urban environment [7][8] - The city has implemented stable industrial policies, including financial support and talent incentives, to foster the growth of the cultural industry [10][11] - Hangzhou's government has also focused on creating a favorable business environment, attracting talent and enterprises through various initiatives [8][9] Role of Universities - Zhejiang University and China Academy of Art play a crucial role in nurturing Hangzhou's cultural landscape through research, talent cultivation, and participation in urban development [12][13] - These institutions have been involved in various cultural projects and initiatives, contributing to the city's cultural infrastructure and industry ecosystem [12][13] Corporate Innovation and Collaboration - Companies in Hangzhou, such as Zhejiang Cultural Technology, have embraced innovation and collaboration, leveraging partnerships with major tech firms like Alibaba and NetEase to enhance their digital cultural offerings [14][15] - The integration of cultural and technological resources has led to the establishment of a robust digital cultural industry in Hangzhou, positioning it as a national leader in this sector [4][11] Future Directions - Experts suggest further exploration of Hangzhou's cultural resources and the integration of technology to enhance cultural offerings, such as the development of cultural parks and historical sites [20][21] - The emphasis on digital culture and new media is seen as a key driver for future growth, with recommendations to combine online and offline experiences to meet evolving consumer demands [19][20][22]

截至2025年11月19日收盘，浙数文化（600633）报收于13.36元，较前一交易日下跌0.89%，最新总市值为169.41亿元。该股当日开盘13.49元，最 高13.55元，最低13.32元，成交额达1.41亿元，换手率为0.83%。 公司近日发布公告称，浙报数字文化集团股份有限公司参与投资的苏州永徽隆行股权投资合伙企业（有限合伙）发生重大变更。基金普通合伙人 由上海永徽变更为杭州数图永安管理咨询有限公司，基金名称及经营范围同步变更，并启动基金身份注销程序。公司作为有限合伙人认缴出资 30,300万元，占比92.10%。本次变更不会导致公司合并报表范围变化，不构成重大影响。变更尚需办理工商及中基协变更登记，存在未能完成风 险。 最新公告列表 《浙数文化关于参与投资苏州永徽隆行股权投资合伙企业（有限合伙）的进展公告》 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 ...

一、合作投资基本概述情况 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600633 证券简称：浙数文化 编号：临2025-064 浙报数字文化集团股份有限公司关于参与投资苏州永徽隆行股权投资合伙企业（有限合伙）的进展公告 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： ■ 2020年6月3日，经公司第八届董事会第四十八次会议审议通过，公司参与投资了苏州永徽隆行股权投资 合伙企业（有限合伙）（以下简称"合伙企业""基金"），基金目标认缴金额为32,900万元，其中公司作 为基金有限合伙人，以自有资金认缴出资30,300万元，占基金目标认缴金额的92.10%。2020年6月5日， 基金完成了工商登记变更并取得了最新的营业执照。截至2020年7月1日，基金全部合伙人已完成基金认 缴金额的出资，并于2020年7月6日完成在中国证券投资基金业协会（以下简称"中基协"）的备案（备案 编码：SLF974）。具体详见公司在上海证券交易所网站www.sse.com.cn和《上海证券报》披露了临 2020-043《 ...

证券代码：600633 证券简称：浙数文化 编号：临 2025-064 浙报数字文化集团股份有限公司 关于参与投资苏州永徽隆行股权投资合伙企业 （有限合伙）的进展公告 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。 | 投资标的名称 | 苏州永徽隆行股权投资合伙企业（有限合伙） | | | | | --- | --- | --- | --- | --- | | 投资金额（万元） | 30,300 | | | | | 投资进展阶段 | 完成 | 终止 | 交易要素变更 | 进展 | | 特别风险提示（如有请勾选） | 募集失败 | | | | | | 未能完成备案登记 | | | | | | 提前终止 | | | | | | 发生重大变更 | | | | | | 其他：本次基金变更尚需向企业登记机关 | | | | | | 及中国证券投资基金业协会申请办理变更登 | | | | | | 记，存在变更登记未能完成的风险。 | | | | 重要内容提示： 一、合作投资基本概述情况 2020 年 6 月 3 日，经公 ...

Core Points - The stock of Zhejiang Shuzhi Culture (600633) closed at 13.3 yuan on November 12, 2025, down 0.67% from the previous trading day, with a total market capitalization of 16.865 billion yuan [1] - The company announced its participation in the establishment of Zhejiang Wangchen Digital Venture Capital Partnership (Limited Partnership), with a total subscribed capital of 201 million yuan, of which the company subscribed 100 million yuan, accounting for 49.75% [1] - The initial capital contribution of the fund has been received, with the company contributing 50 million yuan in the first phase [1] Investment Details - The investment aims to diversify risks, acquire quality project resources, and enhance profit elasticity without affecting the company's normal operations [1] - The company has acknowledged potential risks associated with macroeconomic conditions, industry cycles, and investment decisions that may lead to lower-than-expected returns [1] - The company will continue to monitor the fund's operations to mitigate investment risks [1]

Core Viewpoint - Zhejiang Media announced the establishment of a new investment partnership, Zhejiang Wangchen Digital Venture Capital Partnership, with a total subscription amount of RMB 201 million, where the company contributes RMB 100 million, accounting for 49.75% of the total subscription [1] Group 1 - The partnership was formed with Zhejiang Digital Culture Group and Hangzhou Xinglu Investment Management [1] - The first phase of capital contribution has been completed, with a total of RMB 100.5 million received, including the company's initial contribution of RMB 50 million [1]

企业（有限合伙）的进展公告 证券代码：600633 证券简称：浙数文化 编号：2025-063 浙报数字文化集团股份有限公司 关于参与投资设立浙江望宸数智创业投资合伙 近日，公司收到基金管理人星路投资发来的通知，基金首期实缴款均已到账， 首期实缴款为 10,050 万元（其中公司首期出资 5,000 万元）。 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。 | 投资标的名称 | 浙江望宸数智创业投资合伙企业（有限合伙） | | | | --- | --- | --- | --- | | 投资金额（万元） | 10,000 | | | | 投资进展阶段 | 完成 进展 | 终止 | 交易要素变更 | | 特别风险提示（如有请勾选） | 募集失败 | | | | | 未能完成备案登记 | | | | | 提前终止 | | | | | 发生重大变更 | | | | | 其他：基金在投资过程中受到宏观经济、 | | | | | 行业周期、投资标的经营管理、交易方案等 | | | | | 多种因素影响，可能因未寻求到合 ...

Investment Rating - The report maintains a "Buy" rating for the media industry, indicating a positive outlook for the sector [6][34]. Core Insights - The media industry saw a slight increase of 0.16% in the week from November 1 to November 7, 2025, ranking 18th among various industries. Notable performers included China Film, Jishi Media, and Chinese Media, with Baidu Group-SW and NetEase-S showing strong weekly gains in the Hang Seng Technology Index [10][16]. - The report emphasizes the potential in AI applications and cultural exports, particularly focusing on sub-sectors such as gaming, IP, short dramas, and publishing [4][34]. Summary by Sections Market Performance - The media industry experienced a weekly increase of 0.16%, while the Shanghai Composite Index rose by 1.08% and the Shenzhen Component Index by 0.19%. The gaming sector saw a decline of 0.29%, while the film and television sector increased by 2.49% [10][12]. Key Industry Data - **AI Applications**: In October, the top five AI applications globally were ChatGPT, Doubao, Quark, Baidu Cloud, and Gemini. Doubao led domestic applications with a monthly active user (MAU) count of 159.41 million, reflecting a 6.28% month-over-month growth [20][21]. - **Gaming**: The iOS gaming sales chart for November 6, 2025, was topped by "Honkai: Star Rail," followed by "Honor of Kings" and "Delta Force." The report also noted the upcoming release of seven new games between November 13 and November 15 [23][25]. - **Film**: The total box office for the week was 207 million yuan, with "Improv Murder" leading at 42.11 million yuan, accounting for 20.3% of the weekly total. Upcoming films include "Demon Slayer: Infinity Castle Chapter" and "Now You See Me 3" [27][28][31]. Investment Recommendations - The report suggests focusing on themes such as AI applications and cultural exports, with specific attention to companies like Giant Network, Kaiying Network, and Perfect World among others [4][34].

Core Viewpoint - Zhejiang Shuju Culture (600633) has experienced a slight decline in stock price, closing at 13.43 yuan, down 1.18% from the previous week, with a total market capitalization of 17.03 billion yuan [1] Company Announcements Summary - The company’s wholly-owned subsidiary, Hangzhou Bianfeng Network Technology Co., Ltd., has committed to invest 18 million yuan in the Chengdu Jichuang Chengyuan Venture Capital Fund, with an initial payment of 7.2 million yuan [1] - The total subscription amount for the fund is 208 million yuan, with Bianfeng Network holding an 8.65% stake [1] - The fund primarily focuses on investments in healthcare and advanced technology sectors and has completed private fund registration as of November 3, 2025 [1] - This investment aims to expand opportunities in cutting-edge fields and enhance the company's industrial layout, with no significant adverse impact on operations [1] - The company has participated in multiple private fund investments, some of which have entered liquidation or completed project investments [1]