钛媒体App 9月22日消息，东方明珠公告称，公司拟以自有资金人民币2.44亿元认缴出资，约占先进计 算二期基金募集规模的34.164%，担任有限合伙人。该基金拟通过股权投资方式，受让超聚变数字技术 有限公司股权，以超聚变公司的股权增值实现投资收益。基金募集规模为人民币7.14亿元，公司本次出 资额与前次出资额合计人民币4.99亿元，在公司董事会战略与投资委员会授权额度内。该投资不构成关 联交易，亦不构成重大资产重组。（公司公告） ...

Group 1 - The core point of the article is that Oriental Pearl (600637) has announced its participation in a special fund investment with a total limit of 500 million yuan, focusing on equity investment in Chaoguyuan Digital Technology Co., Ltd. [1] - The second phase of the fund, named "Advanced Computing Phase II Fund," has a fundraising scale of 71.42 million yuan, with the company planning to contribute 24.4 million yuan, accounting for approximately 34.164% of the total fundraising scale [1] - The total investment amount from the company, including this contribution and previous investments, reaches 499 million yuan, which is within the authorized limit set by the company's board of directors [1]

公司本次出资额与前次出资额合计人民币4.99亿元，在公司董事会战略与投资委员会授权额度内。经各 合伙人协商，二期基金("先进计算二期基金")募集规模为人民币7.14亿元，公司拟以自有资金人民币 2.44亿元认缴出资，约占先进计算二期基金募集规模的34.164%，并担任有限合伙人。本次投资将进一 步整合利用各方优势资源，通过专业化投资管理团队，优化公司投资结构，提升公司资金投资收益水平 和资产运作能力。 智通财经APP讯，东方明珠(600637.SH)发布公告，公司董事会战略与投资委员会同意并授权公司在人 民币5亿元总额度内，参与专项基金的投资，在基金中的出资比例不超过50%，并担任有限合伙人。若 基金管理人设立两期基金，公司对单支专项基金的出资比例均不超过50%，且整体出资总额不超过人民 币5亿元。每一期基金的具体投资金额由项目团队根据实际情况报公司管理层审批后方可实施，并由项 目团队落实完成后续协议签署、基金出资设立及备案等相关工作。该专项基金拟通过股权投资方式，受 让超聚变数字技术有限公司(简称"超聚变公司")股权，以超聚变公司的股权增值实现投资收益。 ...

公司本次出资额与前次出资额合计人民币4.99亿元，在公司董事会战略与投资委员会授权额度内。经各 合伙人协商，二期基金("先进计算二期基金")募集规模为人民币7.14亿元，公司拟以自有资金人民币 2.44亿元认缴出资，约占先进计算二期基金募集规模的34.164%，并担任有限合伙人。本次投资将进一 步整合利用各方优势资源，通过专业化投资管理团队，优化公司投资结构，提升公司资金投资收益水平 和资产运作能力。 东方明珠(600637.SH)发布公告，公司董事会战略与投资委员会同意并授权公司在人民币5亿元总额度 内，参与专项基金的投资，在基金中的出资比例不超过50%，并担任有限合伙人。若基金管理人设立两 期基金，公司对单支专项基金的出资比例均不超过50%，且整体出资总额不超过人民币5亿元。每一期 基金的具体投资金额由项目团队根据实际情况报公司管理层审批后方可实施，并由项目团队落实完成后 续协议签署、基金出资设立及备案等相关工作。该专项基金拟通过股权投资方式，受让超聚变数字技术 有限公司(简称"超聚变公司")股权，以超聚变公司的股权增值实现投资收益。 ...

证券代码：600637 证券简称：东方明珠 公告编号：临 2025-029 东方明珠新媒体股份有限公司 关于以自有资金参与设立投资基金（二期）的公告 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： 拟投资标的名称：郑州航空港先进计算二期创业投资基金合伙企 业（有限合伙）（暂定名，最终以市场监督管理部门核准登记的名称为 准，以下简称"先进计算二期基金"、"合伙企业"或"基金"）。 授权事项：东方明珠新媒体股份有限公司（以下简称"公司"） 董事会战略与投资委员会同意并授权公司在人民币50,000万元总额度内， 参与专项基金的投资，在基金中的出资比例不超过50%，并担任有限合伙 人。若基金管理人设立两期基金，公司对单支专项基金的出资比例均不 超过50%，且整体出资总额不超过人民币50,000万元。每一期基金的具体 投资金额由项目团队根据实际情况报公司管理层审批后方可实施，并由 项目团队落实完成后续协议签署、基金出资设立及备案等相关工作。该 专项基金拟通过股权投资方式，受让超聚变数字技术有限公司（以下简 称"超聚变公 ...

每经AI快讯，9月22日，东方明珠(600637.SH)公告称，公司拟以自有资金人民币24400万元认缴出资， 约占先进计算二期基金募集规模的34.164%，担任有限合伙人。该基金拟通过股权投资方式，受让超聚 变数字技术有限公司股权，以超聚变公司的股权增值实现投资收益。基金募集规模为人民币71420万 元，公司本次出资额与前次出资额合计人民币49900万元，在公司董事会战略与投资委员会授权额度 内。该投资不构成关联交易，亦不构成重大资产重组。 ...

东方明珠(600637.SH)公告称，公司拟以自有资金人民币24400万元认缴出资，约占先进计算二期基金募 集规模的34.164%，担任有限合伙人。该基金拟通过股权投资方式，受让超聚变数字技术有限公司股 权，以超聚变公司的股权增值实现投资收益。基金募集规模为人民币71420万元，公司本次出资额与前 次出资额合计人民币49900万元，在公司董事会战略与投资委员会授权额度内。该投资不构成关联交 易，亦不构成重大资产重组。 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。 ...

Group 1 - The core point of the article is that Oriental Pearl (600637.SH) has signed a partnership agreement to establish the Advanced Computing Phase II Venture Capital Fund with Zhengzhou Airport Private Equity Fund Management Co., Ltd. and eight other companies [1] - The total fundraising scale of the fund is RMB 71,420 million, with Oriental Pearl committing to contribute RMB 24,400 million, which accounts for approximately 34.164% of the total fundraising [1]

Investment Rating - The report maintains a "Buy" rating for the media industry [6][10]. Core Insights - The media industry is expected to benefit from the ongoing integration of AI applications and consumer demand, particularly during the upcoming National Day and Double Eleven shopping festivals [5][16]. - Huawei's "Smart World 2035" report predicts that by 2035, there will be 900 billion AI entities, indicating a significant shift towards an interconnected AI-driven economy [17][18]. - The report highlights the importance of high-quality content and innovative consumption experiences in driving growth within the media sector [20][24]. Summary by Sections Industry Review - The media sector has shown varied performance, with the gaming index experiencing significant gains while the lottery index has declined [15]. - The overall market indices for the week of September 15-19, 2025, showed fluctuations, with the Shanghai Composite Index down by 1.30% [15]. Media Industry Dynamics - The report emphasizes the role of AI in transforming consumer experiences and driving new consumption scenarios, supported by recent government policies [16]. - Companies like Oriental Pearl and Wanda Film are highlighted for their innovative approaches to integrating AI with content and consumer experiences [16][20]. Key Recommended Stocks - The report recommends several stocks within the media sector, including Oriental Pearl, Mango Super Media, and Wanda Film, all of which are expected to benefit from upcoming events and AI integration [6][10]. - Specific companies are noted for their strategic initiatives, such as BlueFocus's AI strategy and Huace Film's new content releases [6][10]. Upcoming Events and Market Trends - The report discusses the anticipated impact of the National Day film releases and the Double Eleven shopping festival on the cinema and e-commerce sectors [20][21]. - The ongoing negotiations regarding TikTok are also mentioned, indicating potential implications for digital marketing and e-commerce platforms [22][23].

Core Viewpoint - The company participated in the 2025 Shanghai Listed Companies Collective Reception Day and mid-year performance briefing, focusing on its strategic direction and business developments in the cultural media sector [1][2]. Performance Briefing Details - The performance briefing was held on September 19, 2025, from 15:00 to 17:00 via the "Panorama Roadshow" website [1]. - Key executives, including the chairman and independent directors, engaged with investors to address their inquiries within the scope of information disclosure [1]. Investor Questions and Company Responses - The company aims to leverage its capital and industry platforms to enhance its investment logic, focusing on digitalization and cultural tourism sectors to optimize its asset utilization and profitability [2]. - The company does not hold direct equity in Manus and any indirect holdings would not significantly impact its overall revenue and profit [2]. - The company confirmed that it meets the "one province, one network" requirement as the sole cable TV operator in Shanghai [2]. - The company is in the process of filing for the Zhengzhou Airport Advanced Computing Phase I Venture Capital Fund and will disclose further details once agreements are finalized [3]. - The company is committed to digital transformation and enhancing its operational capabilities, focusing on AI and smart applications across its media and tourism businesses [5]. - The company is actively engaging with new media platforms like Douyin and TikTok to expand its digital content offerings [5]. - The controlling shareholder holds 46.69% of the company's shares, indicating a strong backing from state-owned enterprises [5]. - The company holds a 7.36% stake in Huanwei Digital and will disclose any IPO or reverse listing plans as they develop [5]. - The company is focusing on AI-driven innovations across various business segments, including smart broadcasting and retail, to create new growth drivers [5]. - The company reported a 0.3% increase in visitor numbers during the 2025 May Day holiday compared to 2024, and a 6.8% increase compared to 2019, indicating a recovery in its tourism business [5]. - The company is enhancing its digital capabilities and exploring new business models to counteract declines in traditional media revenue [5].