皖新传媒公告，公司已与安徽省教育厅续签《安徽省2024年秋季至2027年春季义务教育阶段免费教材政 府采购合同（2025年秋季-2026年春季续签合同）》。合同年度预算总金额为人民币8.18亿元，统一费 率为98%。该合同的签订确保了公司主营业务收入的稳定性，将对公司2024至2027年度收入和利润产生 积极影响。 ...

Investment Rating - The report maintains a "Buy" rating for the industry, indicating a positive outlook for the sector's performance [5][49]. Core Insights - The media industry saw a weekly increase of 5.17%, outperforming the Shanghai Composite Index and the CSI 300 Index, which rose by 3.49% and 4.18% respectively [11][19]. - Key companies such as KuaLing AI and Kunlun Wanwei reported significant revenue growth, with KuaLing achieving over 250 million in revenue for Q2 2025, exceeding expectations [2][46]. - The gaming market in China reached a size of 29.084 billion yuan in July 2025, with mobile gaming contributing significantly to this growth [3][25]. - The report highlights the successful release of AI applications and the cultural export theme as key investment themes, particularly in gaming, IP, short dramas, and publishing [4][47]. Market Performance - The media industry ranked 6th among all sectors with a weekly increase of 5.17%, while the gaming sector saw a rise of 6.09% [11][19]. - Notable performers included Guomai Culture and Shunwang Technology, with weekly increases of 24.79% and 24.16% respectively [19][20]. Key Data and Dynamics AI Applications - Recent downloads for AI applications on iOS showed varied performance, with Doubao leading at approximately 209.57 thousand downloads, while DeepSeek experienced a decline of 8.88% [2][23]. Gaming Sector - The mobile gaming market in July 2025 was valued at 21.36 billion yuan, with a year-on-year growth of 0.92% [3][25]. - The overseas revenue from self-developed games reached 1.693 billion USD, marking a year-on-year increase of 6.76% [28][29]. Film Industry - The total box office for the week of August 15-21 was 1.252 billion yuan, with "Wang Wang Mountain Little Monster" leading the box office [41][43]. Investment Recommendations - The report suggests focusing on AI applications and cultural export themes, with specific attention to companies like Giant Network, KuaLing, and Meitu [4][47].

Core Insights - The publishing sector experienced a rise of 0.82% on August 21, with Guomai Culture leading the gains [1] - The Shanghai Composite Index closed at 3771.1, up 0.13%, while the Shenzhen Component Index closed at 11919.76, down 0.06% [1] Publishing Sector Performance - Guomai Culture (301052) saw a significant increase of 11.37%, closing at 74.14 with a trading volume of 126,300 shares and a transaction value of 926 million [1] - Other notable performers included: - Zhongwen Online (300364) up 2.28% to 27.40 with a transaction value of 2.017 billion [1] - Dook Culture (301025) up 1.49% to 11.55 with a transaction value of 157 million [1] - Central Plains Media (000719) up 1.38% to 13.24 with a transaction value of 129 million [1] Capital Flow Analysis - The publishing sector saw a net inflow of 406 million from institutional investors, while retail investors experienced a net outflow of 279 million [2] - The capital flow for key stocks included: - Zhongwen Online (300364) with a net inflow of 23.2 million from institutional investors [3] - Guomai Culture (301052) with a net inflow of 14.7 million from institutional investors [3] - China Science Publishing (601858) with a net inflow of 29.68 million from institutional investors [3]

证券之星消息，8月20日出版板块较上一交易日上涨0.57%，浙版传媒领涨。当日上证指数报收于 3766.21，上涨1.04%。深证成指报收于11926.74，上涨0.89%。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) | | --- | --- | --- | --- | --- | --- | | 601921 | 浙版传媒 | 8.77 | 2.93% | 85.34万 | 7.60亿 | | 605577 | 龙版传媒 | 14.07 | 1.88% | 5.00万 | 6955.99万 | | 601811 | 新华文轩 | 15.96 | 1.72% | 3.99万 | 6343.18万 | | 600373 | 中文传媒 | 10.52 | 1.25% | 27.85万 | 2.94亿 | | 601801 | 皖新传媒 | 7.03 | 1.01% | 19.35万 | 1.35亿 | | 300788 | 中信出版 | 33.00 | 0.92% | 7.19万 | 2.40亿 | | 601949 | 中国出版 | 6.95 | ...

从资金流向上来看，当日出版板块主力资金净流出2.7亿元，游资资金净流出2226.95万元，散户资金净流 入2.92亿元。出版板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601921 | 浙版传媒 | 3082.69万 | 11.39% | September 1998 401.01万 | 1.48% | -3483.70万 | -12.88% | | 301052 | 果麦文化 | 2354.94万 | 7.64% | -180.25万 | -0.58% | -2174.70万 | -7.06% | | 301231 | 荣信文化 | 942.76万 | 4.50% | -2266.75万 | -10.83% | ﻟﻠ 1323.99万 | 6.33% | | 601098 | 中南传媒 | 687.77万 | 5.63% | -983.84万 | -8.06% | 296.07万 | ...

Core Viewpoint - The company announced the redemption of a structured deposit product from Industrial Bank, resulting in a total return of RMB 603.33 million, including principal and interest, after deducting fees [1] Group 1 - The company purchased a structured deposit product from Industrial Bank on May 13, 2025 [1] - The total amount received from the redemption of the structured deposit product is RMB 603.33 million [1] - The company has RMB 1.4 billion of idle funds from a non-public stock issuance for cash management purposes [1]

证券代码：601801 证券简称：皖新传媒 公告编号：临2025-029 安徽新华传媒股份有限公司 以上产品赎回后，本金及收益均已划至公司募集资金专户，公司将在授权的额度 和期限内再次开展现金管理。 二、截至本公告日，公司使用暂时闲置募集资金现金管理总体情况 截至本公告日，公司使用非公开发行股票部分闲置募集资金进行现金管理的余额 为人民币140,000.00万元。公司使用非公开发行股票闲置募集资金进行现金管理的单 日最高余额及使用期限均未超过公司董事会授权范围。公司使用非公开发行股票闲置 募集资金购买的产品不存在逾期未收回的情况。 现金管理到期赎回的公告 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。 安徽新华传媒股份有限公司（以下简称公司）于2025年1月20日召开第四届董事 会第三十四次（临时）会议、第四届监事会第二十九次（临时）会议，分别审议通过 《公司关于使用暂时闲置的非公开发行股票募集资金现金管理到期赎回并继续进行 现金管理的议案》，同意公司使用额度不超过人民币20亿元的非公开发行股票闲置募 集资金进行现金管理，用于 ...

Market Overview - The publishing sector saw a slight increase of 0.01% on August 6, with Xinhua Wenhui leading the gains [1] - The Shanghai Composite Index closed at 3633.99, up 0.45%, while the Shenzhen Component Index closed at 11177.78, up 0.64% [1] Individual Stock Performance - Xinhua Wenhui (601811) closed at 15.72, up 1.95% with a trading volume of 45,500 shares and a turnover of 71.28 million yuan [1] - Changjiang Publishing (600757) closed at 9.72, up 1.04%, with a trading volume of 123,800 shares and a turnover of 120 million yuan [1] - Tianzhou Culture (300148) closed at 5.30, up 0.95%, with a trading volume of 707,000 shares and a turnover of 374 million yuan [1] - Other notable stocks include Zhongwen Online (300364) at 26.19, up 0.69%, and China Publishing (601949) at 6.89, up 0.58% [1] Capital Flow Analysis - The publishing sector experienced a net outflow of 172 million yuan from institutional investors, while retail investors saw a net inflow of 198 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors are more active [2] Detailed Capital Flow for Selected Stocks - Zhongnan Publishing (601098) had a net inflow of 9.97 million yuan from institutional investors, while retail investors saw a net inflow of 2.49% [3] - Reader Media (603999) experienced a net inflow of 477.75 million yuan from institutional investors but a net outflow of 736.95 million yuan from retail investors [3] - Longjiang Publishing (600757) had a net inflow of 237.24 million yuan from institutional investors, with retail investors contributing a net inflow of 10.42% [3]

Group 1 - The Shanghai Composite Index closed at 3567.02 points, above the annual line, with a change of 0.20% [1] - The total trading volume of A-shares reached 932.32 billion yuan [1] - A total of 19 A-shares have surpassed the annual line today, with notable stocks including CITIC Hanzhi, Shanghai Jianke, and ST Lifang, showing significant deviation rates of 4.72%, 2.04%, and 1.68% respectively [1] Group 2 - The stocks with the highest deviation rates from the annual line include: - CITIC Hanzhi (6.26% increase, 7.31% turnover rate, latest price 23.41 yuan, deviation rate 4.72%) - Shanghai Jianke (2.61% increase, 3.48% turnover rate, latest price 18.06 yuan, deviation rate 2.04%) - ST Lifang (3.86% increase, 5.71% turnover rate, latest price 5.92 yuan, deviation rate 1.68%) [1] - Other stocks with smaller deviation rates that have just crossed the annual line include: - Guangdong Hai Feed, Longtou Shares, and Aibulu [1]

Core Viewpoint - The company plans to use up to 2 billion RMB of idle self-owned funds for entrusted wealth management, focusing on high safety, good liquidity, and low-risk financial products [2][3][12]. Group 1: Overview of Entrusted Wealth Management - The purpose of entrusted wealth management is to improve the efficiency of the company's idle funds while ensuring normal operations, thereby increasing returns for the company and its shareholders [3]. - The company intends to use no more than 2 billion RMB of temporarily idle self-owned funds for entrusted wealth management, with the funds being able to circulate within this limit [4]. - The source of the entrusted wealth management funds will be the company's idle self-owned funds [5]. - The management team is authorized to handle the purchase of financial products, including selecting qualified financial institutions and products, determining purchase amounts, and signing contracts [6]. - The authorized usage period for this entrusted wealth management is valid for 12 months from the date of board approval, allowing for the funds to be reused within this limit [7]. Group 2: Approval Process - The entrusted wealth management matter has been approved by the company's fourth board meeting and the thirty-second supervisory meeting, and does not require shareholder approval [8][20]. Group 3: Risk Analysis and Control Measures - The company will conduct strict evaluations of investment products, focusing on low-risk options, while acknowledging potential market volatility [10]. - Measures to mitigate investment risks include adhering to prudent investment principles, establishing an investment ledger, and conducting regular supervision and audits [10]. Group 4: Impact on the Company - The investment in high-safety, liquid, low-risk financial products will not affect the company's normal operations or main business activities, and aims to enhance fund efficiency and shareholder returns [12][20].