Group 1 - The gaming sector is experiencing a strong upward trend, with the gaming ETF (159869) rising nearly 1% in early trading on November 27, 2023, driven by leading stocks such as Giant Network, Kaixin Network, and Youzu Network [1] - Citic Securities reports that the gaming industry continues to show high growth in revenue and profit in Q3 2025, supported by leading companies and a regular issuance schedule of game licenses [2] - The gaming sector is expected to benefit from AI, content, and commercialization model transformations, with the gaming ETF (159869) tracking the performance of A-share listed companies in the animation and gaming industry [2] Group 2 - Google's release of the Nano Banana Pro showcases its strong capabilities in the multimodal large model field, integrating advanced understanding and rendering capabilities, which can enhance content creation across various industries [1] - The Nano Banana Pro supports 2K and 4K resolutions, catering to professional production needs, and reflects a broader trend of improving multimodal capabilities and decreasing usage barriers in the market [1]

证券之星消息，11月26日数字媒体板块较上一交易日下跌1.68%，值得买领跌。当日上证指数报收于 3864.18，下跌0.15%。深证成指报收于12907.83，上涨1.02%。数字媒体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) | | | --- | --- | --- | --- | --- | --- | --- | | 600228 | *ST返利 | 6.91 | 3.44% | 10.30万 | | 6927.25万 | | 603533 | 掌阅科技 | 23.47 | -0.13% | 35.26万 | | 8.31亿 | | 002095 | 生意宝 | 20.48 | -0.29% | 5.89万 | | 1.21亿 | | 603888 | 新华网 | 20.69 | -0.86% | 1 22.88万 | | 4.74亿 | | 300413 | 芒果超媒 | 26.05 | -1.14% | 14.06万 | | 3.67亿 | | 66ZI0E | 草创资讯 | 56.60 | -1.43% | 9224.0 | | 529 ...

11月24日，国脉文化涨5.37%，截至发稿，报13.54元/股，成交1.38亿元，换手率1.32%，总市值107.74 亿元。 资料显示，新国脉数字文化股份有限公司位于上海市江宁路1207号，成立日期1992年4月1日，上市日期 1993年4月7日，公司主营业务涉及商旅预订业务、酒店运营及管理业务和积分运营业务;文娱旅游服 务。主营业务收入构成为：数字内容28.54%，酒店运营25.97%，数智应用20.06%，权益运营及新消费 18.42%，大网融合6.64%，其他(补充)0.36%。 从国脉文化十大流通股东角度 数据显示，南方基金旗下1只基金位居国脉文化十大流通股东。南方中证1000ETF（512100）三季度减 持2.14万股，持有股数291.33万股，占流通股的比例为0.37%。根据测算，今日浮盈赚取约201.02万元。 南方中证1000ETF（512100）成立日期2016年9月29日，最新规模766.3亿。今年以来收益20.09%，同类 排名2059/4209；近一年收益14.36%，同类排名2433/3982；成立以来收益6.27%。 南方中证1000ETF（512100）基金经理为崔蕾。 截 ...

Core Insights - The digital media sector experienced a significant increase of 2.92% on November 18, with "值得买" leading the gains [1] - The Shanghai Composite Index closed at 3939.81, down 0.81%, while the Shenzhen Component Index closed at 13080.49, down 0.92% [1] Stock Performance - "值得买" (Code: 300785) closed at 46.32, up 14.40% with a trading volume of 627,100 shares and a transaction value of 284.2 million [1] - "视觉中国" (Code: 000681) closed at 23.66, up 10.00% with a trading volume of 1,147,600 shares and a transaction value of 264.6 million [1] - "凡拓教创" (Code: 301313) closed at 32.12, up 7.39% with a trading volume of 119,300 shares and a transaction value of 376 million [1] - Other notable stocks include "国脉文化" (Code: 600640) up 2.88%, "掌阅科技" (Code: 603533) up 2.78%, and "新华网" (Code: 603888) up 2.28% [1] Capital Flow - The digital media sector saw a net inflow of 819 million from institutional investors, while retail investors experienced a net outflow of 461 million [2] - The main capital inflow was concentrated in "视觉中国" with a net inflow of 482 million, while "值得买" saw a net outflow of 150 million from retail investors [3]

Market Overview - The digital media sector experienced a decline of 1.49% on November 14, with "Zhidingmai" leading the drop [1] - The Shanghai Composite Index closed at 3990.49, down 0.97%, while the Shenzhen Component Index closed at 13216.03, down 1.93% [1] Individual Stock Performance - "Zhidingmai" (300785) closed at 38.80, down 4.06% with a trading volume of 452,500 shares [1] - "Zhangyue Technology" (603533) closed at 20.50, down 2.84% with a trading volume of 161,300 shares [1] - "Vision China" (000681) closed at 21.00, down 2.60% with a trading volume of 264,500 shares [1] - "ST Fanli" (600228) closed at 6.90, down 2.13% with a trading volume of 95,700 shares [1] - "Xinhua Net" (603888) closed at 19.60, down 1.95% with a trading volume of 107,500 shares [1] - "Fantao Digital" (301313) closed at 29.82, down 1.55% with a trading volume of 55,500 shares [1] - "Chuanwang Media" (300987) closed at 17.70, down 1.39% with a trading volume of 24,400 shares [1] - "Guomai Culture" (600640) closed at 13.62, down 1.30% with a trading volume of 140,600 shares [1] - "Mango Super Media" (300413) closed at 26.76, down 1.11% with a trading volume of 156,100 shares [1] - "Shengyibao" (002095) closed at 19.93, down 0.94% with a trading volume of 50,500 shares [1] Capital Flow Analysis - The digital media sector saw a net outflow of 305 million yuan from institutional investors, while retail investors experienced a net inflow of 100 million yuan [1] - The table of capital flow indicates varying levels of net inflow and outflow among individual stocks, with "Shengyibao" showing a net inflow of 10.39 million yuan from institutional investors [2] - "Mango Super Media" had a net inflow of 7.84 million yuan from institutional investors but a net outflow of 27.67 million yuan from retail investors [2] - "Guomai Culture" experienced a net outflow of 1.84 million yuan from institutional investors, while retail investors had a net inflow of 1.03 million yuan [2] - "ST Fanli" had a significant net outflow of 9.88 million yuan from institutional investors, with a net inflow of 7.85 million yuan from retail investors [2]

证券代码：600640 股票简称：国脉文化 编号：临 2025-038 新国脉数字文化股份有限公司 关于变更经营范围、修订《公司章程》 完成工商变更登记的公告 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。 新国脉数字文化股份有限公司（以下简称"公司"）分别于 2025 年 7 月 15 日及 2025 年 10 月 17 日召开第十一届董事会第十四次会议 及 2025 年第一次临时股东会，审议通过了《关于变更公司经营范围暨 修订<公司章程>的议案》。具体情况详见公司披露的《新国脉数字文化 股 份 有 限 公 司 第 十 一 届 董 事 会 第 十 四 次 会 议 决 议 公 告 》（ 临 2025-022）、《新国脉数字文化股份有限公司关于变更公司经营范围暨 修订<公司章程>的公告》（临 2025-023）及《新国脉数字文化股份有限 公司 2025 年第一次临时股东会决议公告》（临 2025-032）。 网直播技术服务；网络文化经营；第一类增值电信业务；第二类增值 电信业务；信息网络传播视听节目；广播电视节目制作经营；电子出 ...

Core Insights - The digital media sector experienced a rise of 1.12% on November 13, with "值得买" leading the gains at 20% [1] - The Shanghai Composite Index closed at 4029.5, up 0.73%, while the Shenzhen Component Index closed at 13476.52, up 1.78% [1] Digital Media Sector Performance - "值得买" (Code: 300785) closed at 40.44, with a significant increase of 20.00% and a trading volume of 266,700 shares, amounting to a transaction value of approximately 993 million [1] - "凡拓数创" (Code: 301313) saw a rise of 3.45%, closing at 30.29 with a trading volume of 80,800 shares [1] - "三六五网" (Code: 300295) increased by 2.78%, closing at 13.66 with a trading volume of 75,300 shares [1] - "生意宝" (Code: 002095) rose by 1.67%, closing at 20.12 with a trading volume of 36,300 shares [1] - "国脉文化" (Code: 600640) had a modest increase of 0.29%, closing at 13.80 with a trading volume of 94,800 shares [1] Capital Flow Analysis - The digital media sector saw a net inflow of 311 million in main funds, while retail investors experienced a net outflow of 162 million [2] - "值得买" attracted a net inflow of 260 million from main funds, but faced a net outflow of 149 million from speculative funds [3] - "芒果超媒" (Code: 300413) had a net inflow of 30.53 million from main funds, while retail investors withdrew 24.18 million [3]

Market Overview - The digital media sector experienced a decline of 0.86% on November 12, with *ST Fanli leading the drop [1] - The Shanghai Composite Index closed at 4000.14, down 0.07%, while the Shenzhen Component Index closed at 13240.62, down 0.36% [1] Stock Performance - Mango Super Media (300413) closed at 26.92, up 0.19% with a trading volume of 120,300 shares and a transaction value of 324 million yuan [1] - ST Fanli (600228) closed at 6.97, down 2.38% with a trading volume of 207,900 shares and a transaction value of 146 million yuan [2] - Visual China (000681) closed at 21.47, down 2.14% with a trading volume of 321,100 shares and a transaction value of 691 million yuan [2] Capital Flow - The digital media sector saw a net outflow of 177 million yuan from institutional investors, while retail investors contributed a net inflow of 137 million yuan [2][3] - Major stocks like Mango Super Media and Xinhua Net experienced varying levels of net inflow and outflow from different investor categories [3] Investor Behavior - Institutional investors showed a significant net outflow from stocks like People's Daily (603000) and Guomai Culture (600640) [3] - Retail investors favored stocks such as Business Treasure (002095) and River Network Media (300987), showing positive net inflows [3]

11月11日，国脉文化涨5.07%，截至发稿，报14.30元/股，成交1.36亿元，换手率1.23%，总市值113.78 亿元。 资料显示，新国脉数字文化股份有限公司位于上海市江宁路1207号，成立日期1992年4月1日，上市日期 1993年4月7日，公司主营业务涉及商旅预订业务、酒店运营及管理业务和积分运营业务;文娱旅游服 务。主营业务收入构成为：数字内容28.54%，酒店运营25.97%，数智应用20.06%，权益运营及新消费 18.42%，大网融合6.64%，其他(补充)0.36%。 从国脉文化十大流通股东角度 数据显示，华夏基金旗下1只基金位居国脉文化十大流通股东。华夏中证动漫游戏ETF（159869）三季 度增持150.73万股，持有股数915.23万股，占流通股的比例为1.15%。根据测算，今日浮盈赚取约631.51 万元。 华夏中证动漫游戏ETF（159869）基金经理为鲁亚运。 截至发稿，鲁亚运累计任职时间3年156天，现任基金资产总规模228.1亿元，任职期间最佳基金回报 86.63%， 任职期间最差基金回报-31.74%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在 ...

Group 1 - The stock price of Guomai Culture (600640) closed at 13.44 yuan on November 7, 2025, down 3.59% from the previous week [1] - The highest intraday price reached 14.52 yuan on November 3, 2025, while the lowest intraday price was 13.43 yuan on November 7, 2025 [1] - The current total market capitalization of Guomai Culture is 10.694 billion yuan, ranking 5th out of 14 in the digital media sector and 1788th out of 5166 in the A-share market [1] Group 2 - Guomai Culture received a government subsidy of 3.78 million yuan, which accounts for 24.90% of the company's audited net profit for the most recent fiscal year, expected to positively impact the 2025 profit [2][3] - The company plans to repurchase shares with an amount between 50 million and 100 million yuan, with a maximum price of 16.00 yuan per share, but has not yet implemented the buyback as of October 31, 2025 [2][3] - Guomai Culture will hold a Q3 earnings briefing on November 13, 2025, from 14:00 to 15:00, with participation from key executives [2][3]