证券之星消息，8月6日出版板块较上一交易日上涨0.01%，新华文轩领涨。当日上证指数报收于 3633.99，上涨0.45%。深证成指报收于11177.78，上涨0.64%。出版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) | | --- | --- | --- | --- | --- | --- | | 601811 | 新华文轩 | 15.72 | 1.95% | 4.55万 | 7128.45万 | | 600757 | 长江传媒 | 9.72 | 1.04% | 12.38万 | 1.20亿 | | 300148 | 天舟文化 | 5.30 | 0.95% | 70.70万 | 3.74亿 | | 300364 | 中文在线 | 26.19 | 0.69% | 32.89万 | 8.58亿 | | 605577 | 龙版传媒 | 13.34 | 0.60% | 3.39万 | 4515.84万 | | 601949 | 中国出版 | 6.89 | 0.58% | 8.90万 | 6110.40万 | | 601858 | 中国科传 | 20.03 ...

| 料 | | --- | | 001313 | | 8.01 | | 8.01 | | 粤海饲 1.78 1.25 0.03 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 证券时报·数据宝统计，截至今日上午收盘，上证综指3567.02点，收于年线之上，涨跌幅为0.20%，A股 总成交额为9323.22亿元。到目前为止，今日有19只A股价格突破了年线，其中乖离率较大的个股有中信 海直、上海建科、ST立方等，乖离率分别为4.72%、2.04%、1.68%；粤海饲料、龙头股份、艾布鲁等个 股乖离率较小，刚刚站上年线。 8月4日突破年线个股乖离率排名 | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 年线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 000099 | 中信海 直 | 6.26 | 7.31 | 22.35 | 23.41 | 4.72 | | 603153 | 上海建 科 | 2.61 | 3.48 | 17.70 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：601801 证券简称：皖新传媒 公告编号：临2025-028 安徽新华传媒股份有限公司 关于使用闲置自有资金进行委托理财的公告 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）拟使用不超过20亿元人民币的闲置自有资金 进行委托理财。 ● 履行的审议程序：公司于2025年7月31日召开第四届董事会第三十九次（临时）会议和第四届监事会 第三十二次（临时）会议，审议通过《公司关于使用闲置自有资金进行委托理财的议案》，本议案无需 提交股东大会审议批准。 ● 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 （一）委托理财的目的 为提高公司自有资金使用效率，在不影响公司正常经营的情况下，使用暂时闲置的自有资 ...

证券代码：601801 证券简称：皖新传媒 公告编号：临 2025-028 安徽新华传媒股份有限公司 关于使用闲置自有资金进行委托理财的公告 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）拟使用不超过 20 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：公司于 2025 年 7 月 31 日召开第四届董事会第三十九 次（临时）会议和第四届监事会第三十二次（临时）会议，审议通过《公司关于 使用闲置自有资金进行委托理财的议案》，本议案无需提交股东大会审议批准。 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。 （二）委托理财的额度 一、委托理财概述 （一）委托理财的目的 为提高公司自有资金使用效率，在不影响公司正常经营的情况下，使用暂时 闲置的自有资金进行委托理财，增加公司 ...

证券代码：601801 证券简称：皖新传媒 公告编号:临 2025-027 安徽新华传媒股份有限公司 一、 监事会会议召开情况 （一）安徽新华传媒股份有限公司（以下简称公司）第四届监事会第三十二 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，会议的召集、召开合法有效。 （二）公司于 2025 年 7 月 25 日向监事以电子邮件方式发出召开本次会议的 通知。 （三）公司于 2025 年 7 月 31 日以现场结合通讯表决方式召开本次会议。 （四）本次会议应到监事 3 人，实到监事 3 人。 （五）本次会议由监事韦薇女士主持。 二、监事会会议审议情况 审议通过《公司关于使用闲置自有资金进行委托理财的议案》。 第四届监事会第三十二次（临时）会议决议公告 本公司监事会及全体监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： 表决结果：3 票同意，0 票反对，0 票弃权，本议案获得通过。 监事会认为：本次公司使用不超过人民币 20 亿元暂时闲置的自有资金进行 委托理财，是在确保公司日常运营、投资 ...

Group 1 - The company approved the use of its own funds amounting to 500 million yuan to purchase entrusted wealth management products, with an investment period not exceeding 36 months [2] - The company invested 200 million yuan in three FOF asset management plans, aiming for stable returns while managing risks [2] - The "Zhongtai Xinhua Jiatai Stable Allocation FOF Wanzheng No. 1" asset management plan was terminated early due to insufficient number of investors, leading to a liquidation process [3] Group 2 - The company plans to reinvest the proceeds from the terminated asset management plan into the other two FOF plans to optimize its investment structure [3] - The total amount recovered from the entrusted wealth management products upon maturity in July 2025 is approximately 556.88 million yuan, including principal and accumulated returns [3]

证券代码：601801 证券简称：皖新传媒 公告编号：临 2025-026 安徽新华传媒股份有限公司 关于委托理财到期赎回的公告 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、本次购买委托理财产品概况 2022 年 6 月 30 日，安徽新华传媒股份有限公司（以下简称公司）召开第四 届董事会第八次（临时）会议及第四届监事会第八次（临时）会议，审议通过了 《公司关于使用自有资金购买委托理财产品的议案》，同意公司使用自有资金 5 亿元购买集合资产管理计划，投资期限为相关资产管理计划成立之日起不超过 36 个月。公司独立董事发表了同意意见，该事项无需提交公司股东大会审议。 具体内容详见公司在上海证券交易所网站（www.sse.com.cn）上披露的《安徽新 华传媒股份有限公司委托理财公告》（公告编号：临 2022-018）。 2022 年 7 月，公司使用自有资金 5 亿元认购了"中泰新华嘉泰稳健配置 FOF 皖新 1 号集合资产管理计划"20,000 万元、"银河金汇新华嘉瀚稳健配置 FOF 皖 新 1 号集合资产管理计划" ...

Industry Overview - The book retail industry refers to the process of selling books directly to end consumers, utilizing careful selection, pricing, promotion, and distribution to meet consumer demand while achieving commercial benefits for publishers and distributors [3] - Since 2020, China's book retail market has experienced fluctuations, with the market size declining from 98.7 billion yuan in 2021 to 87.1 billion yuan in 2022 [6] - In 2023, the market began to recover, with the retail market size slightly increasing to 91.2 billion yuan, representing a growth rate of 4.7% [6] Market Trends - By 2024, the integration of online and offline book sales channels has been established, driven by the rise of short video e-commerce and innovations in physical bookstores, leading to a significant market growth [6] - The industry code volume has reached 112.9 billion yuan in 2024, with a year-on-year growth rate of 23.8% [6] - The market is undergoing transformation, reflected in changes in consumer habits, marketing models, channel diversification, policy support, and technological advancements [8] Sales Channel Structure - In 2024, the market share of different sales channels is as follows: platform e-commerce accounts for 40.92%, short video e-commerce for 30.48%, vertical and other e-commerce for 14.71%, and offline physical stores for 13.99% [8] - The significant increase in the market share of short video e-commerce and offline physical stores compared to the previous year indicates a dynamic growth in the book retail sector [8] Key Players - Notable listed companies in the industry include CITIC Publishing (300788), China South Publishing (601098), Xinhua Wenhui (601811), and others [2] - Other relevant enterprises include Zhejiang Xinhua Bookstore Group, Beijing Ren Tian Bookstore Group, and various local bookstores [2]

Investment Rating - The report maintains a "Buy" rating for several companies in the media industry, including Giant Network, Kaiying Network, and Shenzhou Taiyue [4][6][9]. Core Insights - The media industry (Shenwan) saw a weekly increase of 3.11%, ranking 8th among industries, while the Shanghai Composite Index rose by 1.09% [12][20]. - Key performers in the media sector included Huamei Holdings, Shengyibao, and Zhongwen Online, with significant weekly gains [20] - The report highlights the positive trends in AI applications and cultural exports, particularly in gaming, IP, short dramas, and publishing [4]. Industry Performance - The gaming sector's weekly performance showed a 1.34% increase, while advertising marketing rose by 5.32%, and the film industry saw a 2.96% increase [12][15]. - The top three best-selling games as of July 10, 2025, were "Honor of Kings," "Peace Elite," and "Delta Action" [27]. - The total box office for the week of July 4-10, 2025, reached 665 million yuan, with "Jurassic World: Rebirth" leading at 38.9% of the total box office [37][39]. Key Data and Updates - In AI applications, Deepseek led domestic web traffic with 380.15 million visits in June, despite an 11.94% decrease [24][26]. - The report notes that 33 Chinese manufacturers made it to the global mobile game publisher revenue list, accounting for 17.6 billion USD, representing 33% of the total revenue [30]. - Upcoming game releases include Tencent's "Star Resonance" on July 17 and the sequel "I'm Surrounded by Beautiful Women! 2" on the same day [34][35].

Core Insights - The Chinese book retail market has experienced fluctuations since 2020, with a decline in market size from 987 billion yuan in 2021 to 871 billion yuan in 2022, followed by a slight recovery to 912 billion yuan in 2023, representing a growth rate of 4.7% [1][5] - In 2024, the market is expected to achieve rapid growth, with the industry scale reaching 1,129 billion yuan, a year-on-year growth rate of 23.8%, driven by the rise of short video e-commerce and innovations in physical bookstores [1][5] Industry Overview - Book retail refers to the process of selling books directly to end consumers, involving careful selection, pricing, promotion, and distribution to meet consumer demand while achieving commercial benefits for publishers and distributors [2] - The industry has seen a stable growth in the number of physical bookstores, with a rise of distinctive and diverse new bookstores, contributing to a preliminary establishment of an integrated online and offline sales channel [2] Market Dynamics - The book retail market is undergoing transformation, reflected in changes in consumer habits, marketing models, channel diversification, policy support, and technological advancements [7] - In 2024, the market structure shows that platform e-commerce accounts for 40.92% of the market, short video e-commerce for 30.48%, while vertical and other e-commerce and offline physical stores account for 14.71% and 13.99%, respectively [7] Book Categories - The largest category in the book retail market is children's books, accounting for 28.16% of the market in 2024, followed by educational materials at 25.33%, supported by a large user base of students [9] Competitive Landscape - The market competition is characterized by diversification and the integration of online and offline sales. Major online platforms like Dangdang and JD Books dominate the market, while physical bookstores like Xinhua Bookstore and independent bookstores enhance their competitiveness through cultural experiences and events [11] - Companies such as CITIC Publishing, Zhongnan Media, and Xinhua Wenhui are key players in the market, each with distinct business focuses ranging from educational materials to digital publishing [13] Development Trends - The integration of online and offline channels is accelerating, with a predicted stable online channel share of 65%-70% and offline bookstores achieving 30%-35% in the next five years [17] - Digitalization and personalized services are emerging trends, with the digital education market expected to exceed 5 billion yuan by 2025, accounting for 15% of the overall market [18][19] - Government policies are continuously supporting the industry's transformation and high-quality development, with initiatives like a 5 billion yuan fund for physical bookstore upgrades [20]