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 ...

经济观察网 2026年2月12日，皖新传媒（601801）融资买入1389.46万元，融资偿还1474.98万元，融资 净卖出85.52万元，融资余额1.4亿元；融券方面净买入1200股，融券余量14.05万股。融资融券余额合计 1.41亿元，较前一日下滑0.62%。该数据反映市场情绪变化，可能对短期流动性产生影响。 股票近期走势 近5个交易日（2026年2月9日至13日），皖新传媒股价区间振幅达5.71%，最高价7.21元（2月10日）， 最低价6.82元（2月13日），区间涨跌幅为-0.15%。2月13日单日收盘价6.82元，跌1.59%，成交金额7592 万元，主力资金净流出353.39万元。同期传媒板块指数下跌1.43%，公司股价表现略弱于行业平均水 平。 机构最新舆情显示，皖新传媒市场关注度一般，综合目标价为8.30元，较当前股价存在约20.12%的上涨 空间。根据23家机构预测，2025年净利润预计同比增长20.18%，2026年增速放缓至6.74%。当前机构评 级以中性为主，基金持股比例较低（0.06%）。 以上内容基于公开资料整理，不构成投资建议。 机构观点 ...

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]

Investment Rating - The report maintains a "Buy" rating for the industry, indicating a positive outlook for the sector's performance [5][29]. Core Insights - The report highlights the significant growth in AI applications, with OpenAI's annual recurring revenue (ARR) expected to exceed $20 billion by 2025, driven by advancements in computing power and product commercialization [3][26]. - The gaming sector shows strong performance, with top mobile games achieving high download numbers and revenue rankings, indicating robust consumer engagement [2][17]. - The film industry is experiencing a resurgence, with a total box office of 304 million yuan in the last week, and several films scheduled for release during the upcoming Spring Festival [22][24]. Market Performance - From January 19 to January 25, 2026, the media industry (Shenwan) increased by 1.98%, outperforming the Shanghai Composite Index, which rose by 0.84% [12]. - Within the media sector, advertising and marketing led the gains with a 6.05% increase, while digital media saw a decline of 3.96% [12][16]. Industry Key Data AI Applications - For the week of January 12 to January 18, 2026, the estimated iOS downloads for major AI applications were as follows: Deepseek at 238,700, Doubao at 2,100,900, Tencent Yuanbao at 807,000, and Qianwen Qimai at 1,233,700, with respective week-over-week changes of -14.52%, +0.87%, +2.27%, and +15.66% [2][17]. - The weekly token usage on the OpenRouter platform was 7.50 trillion, showing a slight decrease of 1.96% [2][17]. Gaming Data - The top five mobile games on iOS as of January 24, 2026, were "Honor of Kings," "Peacekeeper Elite," "Crossfire: Gunfight King," "Endless Winter," and "Arknights: End of the World," with "Arknights" achieving over 30 million downloads globally [2][19]. - Upcoming game releases include "Survival 33 Days" by 37 Interactive Entertainment, scheduled for February 15, and "EVE," an AI companion product by a company invested in by Kying Network, expected to launch on March 14 [21][26]. Film Data - The total box office for domestic films reached 304 million yuan, with "Return to Silent Hill" leading the weekly box office at 66.06 million yuan, accounting for 21.7% of the total [22][23]. - Four films have been scheduled for the Spring Festival, including "Fast Life 3" and "Silent Awakening" [24]. Investment Recommendations - The report recommends focusing on themes such as AI applications and cultural exports, with particular attention to sub-sectors like gaming, IP, short dramas, marketing, and publishing. Specific companies highlighted for investment include Giant Network, Kying Network, Perfect World, 37 Interactive Entertainment, Century Huatong, and others [3][27].

Investment Rating - The report maintains a "Buy" rating for the industry, indicating a positive outlook for the sector's performance [5][29]. Core Insights - The report highlights the significant growth in AI applications, with OpenAI's annual recurring revenue (ARR) expected to exceed $20 billion by 2025, driven by advancements in computing power and product commercialization [3][26]. - The gaming sector shows strong performance, with top mobile games achieving high download numbers and revenue rankings, indicating robust consumer engagement [2][17]. - The film industry is experiencing a resurgence, with a total box office of 304 million yuan in the week of January 19-25, 2026, and several films scheduled for release during the upcoming Spring Festival [22][23]. Summary by Sections Market Performance - From January 19 to January 25, 2026, the media industry (Shenwan) increased by 1.98%, outperforming the Shanghai Composite Index, which rose by 0.84% [12]. - The advertising and marketing sector led the gains with a 6.05% increase, while digital media saw a decline of 3.96% [12][16]. Key Industry Data AI Application Data - For the week of January 12-18, 2026, the estimated iOS downloads for major AI applications showed varied performance, with Deepseek down by 14.52% and Tencent's Yuanbao up by 2.27% [2][17]. - The weekly token usage on the OpenRouter platform was 7.50 trillion, reflecting a slight decrease of 1.96% [2][17]. Gaming Data - The top five mobile games on iOS as of January 24, 2026, included "Honor of Kings" and "Peacekeeper Elite," with "Tomorrow's Ark: The End of Days" entering the top five shortly after its release [2][19]. - Upcoming game releases include "Survival 33 Days" set for February 15 and "EVE," an AI companion app, expected to launch on March 14 [21][26]. Film Data - The total box office for domestic films reached 304 million yuan, with "Return to Silent Hill" leading the week with a box office of 66.06 million yuan [22][23]. - Four films have been scheduled for the Spring Festival, indicating a strong pipeline for theatrical releases [22][23]. Investment Recommendations - The report recommends focusing on themes such as AI applications and cultural exports, with specific attention to sub-sectors like gaming, IP, short dramas, marketing, and publishing [3][27]. - Notable companies to watch include Giant Network, Perfect World, and Kuaishou, among others [3][27].

国金证券股份有限公司关于 安徽新华传媒股份有限公司非公开发行股票募投项目 重新论证并延期、调整部分募投项目实施地点的核查意见 国金证券股份有限公司（以下简称"国金证券"或"本保荐机构"）作为安徽新 华传媒股份有限公司（以下简称"皖新传媒"或"公司"）非公开发行股票的保荐机 构，根据《证券发行上市保荐业务管理办法》、《上海证券交易所股票上市规则》、 《上海证券交易所上市公司自律监管指引第 1 号—规范运作》等有关法律、法规 及规范性文件的要求，对皖新传媒非公开发行股票募投项目重新论证并延期、调 整部分募投项目实施地点事项进行了核查，核查情况如下： 一、非公开发行股票募集资金基本情况 经中国证券监督管理委员会证监许可[2016]1503 号文《关于核准安徽新华 传媒股份有限公司非公开发行股票的批复》核准，由主承销商国金证券股份有 限公司采用非公开发行的方式，发行人民币普通股股票 169,204,737 股，每股发 行价格为人民币 11.82 元。截至 2016 年 8 月 26 日，公司实际已向平安养老保 险股份有限公司等 10 名特定投资者发行人民币普通股股票 169,204,737 股，募 集资金总额为人民币 ...

证券代码：601801 证券简称：皖新传媒 公告编号：临2026-005 安徽新华传媒股份有限公司 关于非公开发行股票募投项目重新论证并延期、 调整部分募投项目实施地点的公告 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： ● 本次非公开发行股票募投项目重新论证并延期、调整部分募投项目实施 地点事项已经安徽新华传媒股份有限公司（以下简称公司）第四届董事会审计委 员会 2026 年第二次会议、第四届董事会第四十四次（临时）会议审议通过，无需 提交公司股东会审议。 ● 公司经综合考虑与审慎研究，结合项目实际情况、外部环境及建设需要， 拟调整非公开发行股票募投项目"数字化书店建设项目"及"产教智融平台项目" 部分实施地点。本次调整部分实施地点不涉及募集资金用途变更，未改变募投项 目投资总额、实施主体与实施方式，不会对募集资金投资项目产生不利影响，不 存在改变或变相改变募集资金投向和损害股东利益的情形，不会对公司生产经营 造成不利影响，符合《上市公司募集资金监管规则》《上海证券交易所上市公司 自律监管指引第 1 号—— ...

Core Viewpoint - The publishing sector experienced an overall increase of 0.94% on January 23, with Century Tianhong leading the gains. The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1]. Group 1: Stock Performance - Century Tianhong (300654) closed at 11.48, up 6.79% with a trading volume of 502,500 shares and a transaction value of 590 million yuan [1]. - Rongxin Culture (301231) closed at 40.55, up 4.92% with a trading volume of 105,600 shares and a transaction value of 418 million yuan [1]. - Southern Media (601900) closed at 16.12, up 3.73% with a trading volume of 386,500 shares and a transaction value of 609 million yuan [1]. - Guomai Culture (301052) closed at 42.28, up 3.02% with a trading volume of 82,400 shares and a transaction value of 34.6 million yuan [1]. - Chinese Online (300364) closed at 32.79, up 2.12% with a trading volume of 1,057,800 shares and a transaction value of 34.65 million yuan [1]. Group 2: Capital Flow - The publishing sector saw a net inflow of 55.35 million yuan from institutional investors, while retail investors experienced a net outflow of 95.80 million yuan [2]. - The main capital inflow was led by Chinese Online (300364) with a net inflow of 1.34 billion yuan from institutional investors, despite a net outflow of 1.44 billion yuan from retail investors [3]. - Southern Media (601900) had a net inflow of 54.21 million yuan from institutional investors, but also saw a net outflow of 38.15 million yuan from retail investors [3].

Group 1 - The media sector outperformed the index in 2025, with a 24.75% increase, ranking 8th among 31 sub-industries, driven primarily by a 60.67% rise in the gaming sector [1][14][21] - The overall revenue growth for the media industry in the first three quarters of 2025 was 5.92%, while net profit increased by 37.12%, indicating strong earnings per share (EPS) performance [1][21][24] - The current valuation of the media industry is at the 47th percentile of the past three years, with attractive valuations in the gaming and film sectors [1][24][25] Group 2 - The mobile gaming market in 2025 achieved sales revenue of 257.08 billion yuan, a year-on-year increase of 7.92%, indicating a recovery in market sentiment [2][26] - New game releases such as "Supernatural Action Group" and "Staff Sword Legend" exceeded expectations, while established titles like "Honor of Kings" and "Peace Elite" continued to perform well [2][26] - The approval process for new game licenses remained stable in 2025, benefiting the supply side of the gaming industry [2][34] Group 3 - The short drama market in China reached a scale of 67.79 billion yuan in 2025, growing by 34.4% year-on-year, with a significant portion attributed to IAA [3][22] - The overseas short drama market is expected to grow by 145.7% in 2025, reaching a scale of 21.07 billion yuan, indicating strong international demand [3][22] - AI-driven animated dramas are emerging rapidly, with the market size expected to exceed 20 billion yuan, benefiting from lower production costs and enhanced efficiency [3][29] Group 4 - AI model capabilities continued to iterate in 2025, with significant advancements in models like Gemini 3 and ChatGPT 5.2, leading to accelerated commercialization [4][38] - The annual recurring revenue (ARR) for OpenAI reached 12 billion USD in 2025, with various AI applications generating over 100 million USD in annual revenue [4][38] - Investment opportunities in AI applications are expected to grow, particularly in AI video, advertising, animated dramas, and gaming [4][38] Group 5 - Recommended companies for investment include Giant Network, Perfect World, Century Huatong, and others, indicating a focus on firms with strong product pipelines and market positions [5][10]