Market Overview - The education sector increased by 1.27% on September 16, with Kede Education leading the gains [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Individual Stock Performance - Kede Education (300192) closed at 19.67, up 2.98% with a trading volume of 246,800 shares and a turnover of 483 million yuan [1] - Other notable performers include: - Borye (600880) at 5.11, up 2.61% [1] - China High-Tech (600730) at 10.62, up 2.12% [1] - Zhonggong Education (002607) at 3.08, up 1.99% with a trading volume of 3.296 million shares and a turnover of 1.007 billion yuan [1] - Xueda Education (000526) at 46.68, up 1.94% [1] Capital Flow Analysis - The education sector saw a net inflow of 129 million yuan from institutional investors, while retail investors experienced a net outflow of 130 million yuan [2] - Retail investors contributed a net inflow of 1.7446 million yuan [2] Detailed Capital Flow for Selected Stocks - Zhonggong Education (002607) had a net inflow of 12 million yuan from institutional investors, but a net outflow of 83.186 million yuan from retail investors [3] - Kede Education (300192) experienced a net inflow of 20.4803 million yuan from institutional investors, with a slight net outflow from retail investors [3] - Other stocks like Borye (600880) and Xueda Education (000526) also showed mixed capital flows with varying degrees of institutional and retail investor activity [3]

公司简称：博瑞传播 证券代码：600880 编号：临 2025-026 号 成都博瑞传播股份有限公司 关于参加四川辖区 2025 年投资者网上集体接待日及半年度报告 业绩说明会召开情况的公告 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。 一、本次说明会召开情况 2025 年 9 月 12 日下午 15:00-17:00，公司董事、总经理张涛先生，董事会 秘书、副总经理、财务负责人苟军先生，独立董事、审计委员会主任委员王雪女 士通过"全景路演平台"(https://rs.p5w.net)代表公司出席了本次说明会，就 投资者普遍关注的问题进行回答。 二、本次说明会投资者提出的主要问题及公司的回复情况 1.目前成都文交所核心业务是什么？有没有 NFT 的相关产品？谢谢 答：尊敬的投资者您好。成都文交所致力于中国优秀文化传播，主营业务围 绕国家文化数字化战略，充分发挥在场、在线交易平台优势，聚焦服务基于区块 链技术的数字出版和发行，通过规范开展数字文化产品的交易，为文化资源数据 和文化数字内容提供确权、评估、匹配、交易、分发等专业服 ...

Market Overview - The education sector increased by 0.61% on September 10, with Kevin Education leading the gains [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Individual Stock Performance - Kevin Education (002659) closed at 5.97, up 4.55% with a trading volume of 375,300 shares and a turnover of 223 million yuan [1] - China High-Tech (600730) closed at 11.11, up 3.54% with a trading volume of 469,600 shares and a turnover of 513 million yuan [1] - Other notable performers include Bo Rui Chuan Bo (600880) up 2.24%, and Ke De Education (300192) up 2.19% [1] Capital Flow Analysis - The education sector saw a net inflow of 45.68 million yuan from institutional investors, while retail investors experienced a net inflow of 11.59 million yuan [2] - Speculative funds had a net outflow of 57.27 million yuan [2] Detailed Capital Flow for Selected Stocks - Zhong Gong Education (002607) had a net inflow of 77.87 million yuan from institutional investors, but a net outflow of 44.05 million yuan from speculative funds [3] - Kevin Education (002659) experienced a net inflow of 6.66 million yuan from institutional investors, with a net outflow of 9.33 million yuan from speculative funds [3] - Other stocks like Guo Mai Technology (002093) and Bo Rui Chuan Bo (600880) also showed mixed capital flows with varying degrees of net inflows and outflows [3]

Core Viewpoint - The stock of Borui Communication has shown a mixed performance in recent trading sessions, with a year-to-date increase of 5.71% and a notable revenue growth in the first half of 2025, indicating potential investment opportunities in the company [1][2]. Financial Performance - As of June 30, 2025, Borui Communication achieved a revenue of 305 million yuan, representing a year-on-year growth of 60.14% [2]. - The net profit attributable to shareholders for the same period was 9.175 million yuan, reflecting a growth of 6.29% compared to the previous year [2]. Stock Market Activity - On September 10, 2023, Borui Communication's stock price increased by 2.04%, reaching 5.00 yuan per share, with a trading volume of 29.08 million yuan and a turnover rate of 0.54% [1]. - The company has a total market capitalization of 5.467 billion yuan [1]. Shareholder Information - As of June 30, 2025, the number of shareholders for Borui Communication was 58,800, a decrease of 1.07% from the previous period [2]. - The average number of circulating shares per shareholder increased by 1.09% to 18,585 shares [2]. Dividend Distribution - Since its A-share listing, Borui Communication has distributed a total of 999.3 million yuan in dividends, with 34.986 million yuan distributed over the last three years [3]. Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders included notable ETFs, with Huaxia Zhongzheng Animation Game ETF holding 18.3575 million shares, an increase of 3.5393 million shares from the previous period [3]. - The Guotai Zhongzheng Animation Game ETF held 5.5281 million shares, also showing an increase of 1.2381 million shares [3].

Core Viewpoint - The company BoRui Communication (600880.SH) maintains a deep strategic partnership with Huawei, particularly in the field of educational information technology [1] Group 1: Strategic Partnerships - BoRui Communication's subsidiary, Shengxue Education, has established strategic collaborations with several leading companies, including Alibaba, Inspur, Ruijie, Tencent, Hikvision, and New H3C, to create a high-quality ecosystem for smart education and urban governance [1] - The collaboration with Alibaba focuses primarily on cloud resources [1]

Core Viewpoint - The company is currently focusing on three main business areas: "smart management, digital cultural creativity, and modern media" and has not yet directly engaged in short drama-related businesses [1] Group 1: Business Focus - The company's primary business areas include smart management, digital cultural creativity, and modern media [1] - The company has not directly developed short drama-related businesses as of now [1] Group 2: Future Opportunities - The company’s controlled Chengdu Cultural Exchange Center has opened "short drama copyright consulting and trading services" for potential future developments in short drama circulation [1] - The company’s invested Tianfu Film and Television focuses on mainstream cinema and quality web dramas, with a small investment in micro-short dramas currently in the exploratory stage [1]

Core Viewpoint - The company,博瑞传播, has not yet made any investments in computing power but is focusing on the application of artificial intelligence in the cultural and educational industries [1] Group 1 - The company is currently assessing its situation and has decided not to pursue investments in computing power at this time [1] - The company's smart management business will prioritize the exploration and promotion of AI applications within the cultural and educational sectors [1] - The company aims to develop more innovative scenarios to create additional demand for computing power [1]

Core Viewpoint - The company is focusing on digital transformation and expanding into new business areas, despite challenges faced by competitors in the industry [1] Group 1: Company Strategy - The company is actively pursuing a transformation towards "digitalization" and "intelligentization" within the digital new economy sector [1] - Recent initiatives include the establishment of the Chengdu Intangible Cultural Heritage Expo Park, which aims to expand the business landscape in trendy cultural and creative consumption [1] - The company's goal is to become an important capital platform for digital cultural innovation in Chengdu [1]

Core Viewpoint - The company BoRui Communication (SH600880) has not established a partnership with Xingjing Weiwang Group, which is developing an esports headquarters in Chengdu, but is open to future collaboration opportunities [1] Group 1 - Xingjing Weiwang Group plans to build a southwest esports headquarters in Chengdu, including esports hotels, event stages, and related leisure and entertainment facilities [1] - The location of the new esports headquarters will be in the Qingyang District of Chengdu, aligning with the company's business direction [1] Group 2 - The company has expressed its willingness to pursue potential collaboration opportunities with Xingjing Weiwang Group in the future [1]

Group 1 - The company, Chengdu Borui Communication Co., Ltd., will participate in the "2025 Investor Online Collective Reception Day and Semi-Annual Report Performance Briefing" organized by the Sichuan Listed Companies Association and Shenzhen Panorama Network Co., Ltd. [1] - The event will be held online on September 12, 2025, from 14:00 to 17:00, with interactive communication scheduled from 15:00 to 17:00 [1][3] - Key company representatives, including the General Manager Mr. Zhang Tao and the Financial Officer Mr. Gou Jun, will engage with investors regarding the company's semi-annual performance, operational status, corporate governance, and development strategy [1]