证券代码：601801 证券简称：皖新传媒 公告编号：临 2026-009 安徽新华传媒股份有限公司 关于增加闲置自有资金委托理财额度的公告 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： 投资种类：投资安全性高、流动性好、低风险的理财产品。 投资金额：安徽新华传媒股份有限公司（以下简称公司）将增加使用不 超过 10 亿元人民币的闲置自有资金进行委托理财。 履行的审议程序：公司分别于 2026 年 3 月 24 日、2026 年 3 月 25 日召 开第四届董事会审计委员会 2026 年第四次会议、第四届董事会第四十六次（临 时）会议，审议通过《公司关于增加闲置自有资金委托理财额度的议案》，本 议案无需提交股东会审议批准。 特别风险提示：公司将选择安全性高、流动性好、低风险的理财产品进 行委托理财，但金融市场受宏观经济政策的影响较大，不排除该项投资会受到 市场波动的影响。敬请广大投资者注意投资风险。 一、委托理财概述 为实现公司闲置自有资金的有效利用，提高资金使用效率，并获得一定的 投资收益，公司于 2025 ...

重要内容提示： ●安徽新华传媒股份有限公司（以下简称公司）董事会近日收到公司董事、 副总经理兼财务负责人、董事会秘书肖晓英女士的书面辞职报告。肖晓英女士因 工作调整，申请辞去公司董事、副总经理兼财务负责人、董事会秘书及董事会薪 酬与考核委员会委员职务，辞职后不再担任公司任何职务。 ●公司于2026年3月24日、2026年3月25日召开第四届董事会提名委员会2026 年第一次会议、第四届董事会第四十六次（临时）会议，审议通过《公司关于聘 任董事会秘书、财务负责人的议案》；于2026年3月24日召开第四届董事会审计 委员会2026年第四次会议，审议通过《公司关于聘任财务负责人的议案》。同意 聘任尹翔先生为公司董事会秘书，任期自本次董事会审议通过之日起至第四届董 事会届满时止；同意聘任纵艳丽女士为公司财务负责人，任期自本次董事会审议 通过之日起至第四届董事会届满时止。 证券代码：601801 证券简称：皖新传媒 公告编号：临 2026-008 安徽新华传媒股份有限公司 关于董事、副总经理兼财务负责人、董事会秘书离任 暨聘任董事会秘书、财务负责人的公告 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 ...

证券代码：601801 证券简称：皖新传媒 公告编号：临 2026-007 安徽新华传媒股份有限公司 第四届董事会第四十六次（临时）会议决议公告 重要内容提示： 一、董事会会议召开情况 （一）安徽新华传媒股份有限公司（以下简称公司）第四届董事会第四十六 次（临时）会议（以下简称本次会议）的召开符合《公司法》和《公司章程》等 有关法律法规的规定。 （二）公司于 2026 年 3 月 19 日向董事和高管以电子邮件等方式发出召开本 次会议的通知。 （三）公司于 2026 年 3 月 25 日以现场结合通讯表决方式在皖新文化广场 4806 会议室召开本次会议。 （四）本次会议应到董事 6 人，实到董事 6 人。 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。 无董事对本次董事会的议案投反对/弃权票。 本次董事会议案全部获得通过。 （二）《公司关于增加闲置自有资金委托理财额度的议案》 具体内容详见同日刊登在上海证券交易所网站（www.sse.com.cn）及《中国 证券报》《上海证券报》《证券时报》《证券日报》上的《皖新传媒关于增加闲 ...

Core Insights - The report maintains a "Buy" rating for the internet media sector, highlighting strong growth potential in various sub-sectors such as e-commerce, social entertainment media, internet healthcare, short videos, and IP-driven markets [4][3] - The report emphasizes the positive impact of Apple's commission rate reduction on gaming companies, which is expected to enhance industry profitability [14][15] - The AI sector is anticipated to experience significant growth, with a focus on self-developed models and vertical integration in cloud and ecosystem services [22][4] E-commerce - The report notes that Alibaba's cloud services are expected to boost token usage and MaaS revenue due to the launch of lightweight cloud servers [4][17] - Meituan's management emphasizes a focus on core local business and AI as a major variable for future growth, while maintaining a significant market share in instant retail [14][15] Social Entertainment Media - Tencent's WeChat is projected to continue its strong monetization potential, while Bilibili's advertising growth is expected to lead the internet advertising market [4][18] - Bilibili's advertising revenue is forecasted to accelerate to a 27% growth rate in Q4 2025, benefiting from e-commerce and AI applications [18][4] Internet Healthcare - JD Health and Alibaba Health are leveraging their platform advantages to deepen collaborations with upstream pharmaceutical manufacturers, resulting in strong revenue and profit growth [4][18] Short Videos - Kuaishou is expected to benefit from technological advancements, with continued capital investment anticipated in 2026 [4][19] IP and Trendy Toys - Pop Mart is actively releasing and promoting new IPs, with plans to enhance collaboration with overseas designers to penetrate international markets [4][19] Long Videos - The report indicates that membership and advertising revenues in the long video sector are stabilizing, with companies exploring new business opportunities [4][19] Music Streaming - The music streaming sector is experiencing healthy membership growth, with strategies in place to optimize ARPU [4][19] Gaming - The report remains optimistic about the gaming sector's performance, with recommendations for companies like Century Huatong and Giant Network, which have strong product pipelines and sustainable growth [20][4] - The gaming industry is expected to maintain its favorable outlook into 2026, driven by fundamental performance [20][4] Advertising - The report highlights significant increases in internet advertising investments, particularly for companies like Focus Media, which is expected to benefit from upcoming major events [20][4] AI - The report anticipates a new wave of value reassessment in AI, with a focus on high customer unit prices and increased penetration rates [22][4]

Investment Rating - The report maintains a "Buy" rating for several companies in the media and internet industry, including Giant Network, Perfect World, and Kuaishou, among others [4][32]. Core Insights - The media industry experienced a decline of 5.10% from February 23 to March 1, 2026, while the Shanghai Composite Index rose by 1.98% during the same period [1][11]. - Key sectors within the media industry, such as gaming, film, and advertising, showed varied performance, with the film sector declining by 16.82% [1][11]. - The report highlights significant developments in AI applications, including the launch of new models by Google and the introduction of the SkyReels V4 model by Kunlun Wanwei, which supports multimodal video generation [2][30]. Market Performance - The media industry (Shenwan) saw a decline of 5.10% from February 23 to March 1, 2026, compared to a rise in the Shanghai Composite Index of 1.98% [1][11]. - The breakdown of performance in sub-sectors includes gaming at -3.41%, film at -16.82%, and advertising at -3.43% [1][11]. Industry Key Data AI Applications - The OpenRouter platform recorded a weekly token call volume of 13.6 trillion, with significant contributions from Chinese models [2][16]. - Notable AI events include the release of Google's Gemini 3.1 Pro and the launch of the SkyReels V4 model by Kunlun Wanwei [2][30]. Gaming - The top five mobile games on iOS in China as of February 28, 2026, include "Honor of Kings" and "Peacekeeper Elite" [3][19]. - A total of 146 domestic games and 6 imported games received approval in the latest batch of game licenses [21]. Film - The total box office for domestic films reached 2.386 billion yuan during the week of February 23 to March 1, 2026, with "Flying Life 3" leading the box office [26][29]. - Upcoming films include 10 new releases scheduled for the week of March 2 to March 8, 2026 [26]. Investment Recommendations - The report expresses optimism about themes such as AI applications and cultural exports, recommending a focus on gaming, IP, short dramas, marketing, and publishing sectors [4][32].

- The report introduces a comprehensive impact coefficient model to measure the influence of index rebalancing on individual stocks, particularly focusing on the March 2026 adjustments for key indices such as STAR 50, STAR-ChiNext 50, STAR 100, Dividend Low Volatility 100, and Beijing Stock Exchange 50[9][11][14] - The comprehensive impact coefficient is defined as follows: $ effect\_total_{s}=\sum_{i=1}^{n}\frac{wt\_chg_{s_{i}}\times fund\_size_{i}}{amount\_avg_{s_{i}}20} $ where: - $ wt\_chg_{s_{i}} $ represents the weight change of stock $ s $ in index $ i $ - $ fund\_size_{i} $ is the tracking scale of index $ i $ - $ amount\_avg_{s_{i}}20 $ is the average trading volume of stock $ s $ over the past 20 days[11] - The model evaluates the impact of passive trading caused by index rebalancing, emphasizing that larger indices with higher tracking scales (e.g., STAR 50 with 1489 billion RMB) generate more significant passive trading effects, creating potential investment opportunities for stocks added to these indices[13][14] - The report provides detailed calculations of the comprehensive impact coefficients for stocks with significant adjustments, identifying stocks like Jikang Technology (impact coefficient: 5.95), Zhongke Feice (impact coefficient: 1.73), and Taoli Bread (impact coefficient: 1.55) as having notable positive impacts due to their inclusion in indices such as Beijing Stock Exchange 50 and STAR 50[14][17] - Stocks removed from indices also exhibit negative impact coefficients, such as Weida Optoelectronics (-2.95), Jike Shares (-2.65), and Junshi Biosciences (-1.73), reflecting the adverse effects of exclusion from key indices[17]

证券代码：601801 证券简称：皖新传媒 公告编号：临 2026-006 安徽新华传媒股份有限公司 关于确认公司向关联方租赁物业的公告 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： ●安徽新华传媒股份有限公司（以下简称公司）于2016年实施创新型资产 运作模式，目前至不可撤销的剩余全部租赁期限（2026年2月26日-2028年9月30 日）内，公司子公司的房屋租赁事项构成关联交易，公司子公司应向项目公司支 付租金总额合计约为1.23亿元。 ●截至本公告日，过去12个月内，公司与同一关联人发生的关联交易及与 其他关联人发生相同关联交易类别的关联交易总额约为0.74亿元（未经审计）。 ●公司子公司与项目公司之间的房屋租赁构成关联交易，但不构成重大资 产重组。 ●本项交易已经公司独立董事专门会议2026年第二次会议、第四届董事会 审计委员会2026年第三次会议前置审议通过，并经第四届董事会第四十五次（临 时）会议审议通过，无需提交公司股东会审议。 一、关联交易概述 公司第三届董事会第二十次（临时）会议、2016年 ...

Group 1 - The core viewpoint of the news indicates that Wuxin Media (601801) has experienced a net sell-off in financing, reflecting changes in market sentiment and potential impacts on short-term liquidity [1] - The total financing and securities lending balance for Wuxin Media is 141 million yuan, which has decreased by 0.62% compared to the previous day [1] Group 2 - In the recent five trading days (February 9 to 13, 2026), Wuxin Media's stock price fluctuated by 5.71%, with a high of 7.21 yuan on February 10 and a low of 6.82 yuan on February 13, resulting in a slight decline of 0.15% [2] - On February 13, the closing price was 6.82 yuan, down 1.59%, with a trading volume of 75.92 million yuan and a net outflow of 3.53 million yuan from main funds [2] - The media sector index fell by 1.43%, indicating that Wuxin Media's stock performance was slightly weaker than the industry average [2] Group 3 - Institutional sentiment shows that Wuxin Media has a general market attention, with a composite target price of 8.30 yuan, suggesting an upside potential of approximately 20.12% from the current stock price [3] - According to forecasts from 23 institutions, the net profit for 2025 is expected to grow by 20.18% year-on-year, while the growth rate for 2026 is projected to slow down to 6.74% [3] - Current institutional ratings are predominantly neutral, with a low fund holding ratio of 0.06% [3]

Investment Rating - The report maintains a "Buy" rating for several companies in the media sector, including Giant Network, Perfect World, and Kuaishou, among others [5][36]. Core Insights - The media industry showed a slight increase of 0.21% from January 26 to February 1, 2026, outperforming the Shanghai Composite Index, which decreased by 0.44% [12]. - The advertising and marketing sub-sector led the gains with an increase of 4.70%, while other segments like publishing and digital media saw declines [12]. - Significant developments in AI applications and gaming are highlighted, with Tencent's "Yuanbao" app reaching the top of the Apple App Store's free chart [2][17]. Market Performance - The media industry (Shenwan) increased by 0.21% during the specified period, while the Shanghai Composite Index decreased by 0.44% [12]. - The advertising and marketing sector led with a 4.70% increase, while publishing, digital media, gaming, and television broadcasting experienced declines of -0.75%, -1.31%, -1.94%, and -3.66% respectively [12]. Industry Key Data - AI Applications: Tencent's "Yuanbao" app achieved significant download growth, reaching 22.23 million downloads, with a notable 97.76% increase week-on-week [2][17]. - Gaming: The top five mobile games on iOS included "Honor of Kings" and "Peacekeeper Elite," with "Supernatural Action Group" surpassing 10 million daily active users [3][19]. - Film: The total box office for domestic films reached 283 million yuan, with "Zootopia 2" leading the weekly box office [28][30]. Investment Recommendations - The report emphasizes a positive outlook on AI applications and cultural exports, recommending focus on gaming, IP, short dramas, marketing, and publishing sectors [5][36]. - Specific companies highlighted for investment include Giant Network, Kuaishou, and Mango TV, among others [5][36].

Core Insights - The publishing sector experienced a rise of 1.52% on February 3, with notable gains from companies like Zhongwen Online, which led the sector with a 4.01% increase [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] Group 1: Stock Performance - Zhongwen Online (300364) closed at 31.91 with a gain of 4.01%, trading volume of 588,700 shares and a transaction value of 1.855 billion [1] - Ning Media (002181) saw a 3.25% increase, closing at 12.38 with a trading volume of 1,254,400 shares and a transaction value of 1.536 billion [1] - Other notable performers included Southern Media (601900) with a 2.68% increase, China Science Publishing (601858) up 2.27%, and Anhui New Media (601801) up 2.21% [1] Group 2: Market Flow - The publishing sector experienced a net outflow of 171 million from institutional investors, while retail investors saw a net inflow of 242 million [2] - The data indicates that retail investors were more active in the market, contrasting with the outflows from institutional and speculative funds [2] Group 3: Individual Stock Flows - Zhejiang Publishing (601921) had a net inflow of 10.2522 million from institutional investors, while it faced a net outflow of 11.2103 million from speculative funds [3] - Southern Media (601900) recorded a net inflow of 7.0367 million from institutional investors, with a significant outflow of 14.4210 million from speculative funds [3] - Retail investors contributed a net inflow of 738.43 million to Southern Media, indicating strong retail interest [3]