证券代码：601900 证券简称：南方传媒 公告编号：临 2026-001 南方出版传媒股份有限公司 股票交易异常波动公告 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： 一、股票交易异常波动的具体情况 公司股票于 2026 年 1 月 12 日、1 月 13 日、1 月 14 日连续三个交易日内收 盘价格涨幅偏离值累计超过 20%，根据《上海证券交易所交易规则》的规定，公 司股票交易属于异常波动。 二、公司关注并核实的相关情况 根据上海证券交易所相关规定，公司对相关问题进行了必要核实。现说明如 下： （一）生产经营情况 公司主营业务为出版、发行、印刷、报媒等业务，经公司自查，公司目前日 常经营情况正常，未发生重大变化。 （二）重大事项情况 经公司自查，并向公司控股股东及实际控制人广东省出版集团有限公司书面 1 南方出版传媒股份有限公司（以下简称"公司"）股票于 2026 年 1 月 12 日、1 月 13 日、1 月 14 日连续三个交易日收盘价格涨幅偏离值累计 超过 20%，属于股票交易异常波动情形。202 ...

作为你公司的控股股东及实际控制人,本公司不存在影 响南方传媒股票交易价格异常波动的重大事宜;不存在其他 应披露而未披露的重大信息,包括但不限于重大资产重组、 发行股份、上市公司收购、债务重组、业务重组、资产剥离 和资产注入等重大事项。 此复。 品公司 H H 版 2026年1星1 关于对《南方出版传媒股份有限公司股票交 易异常波动的问询函》的复函 南方出版传媒股份有限公司: 你公司《关于南方出版传媒股份有限公司股票交易异常 波动的问询函》已收悉,本公司认真自查,现回复如下: ...

格隆汇1月14日｜南方传媒（维权）发布异动公告，公司股票于2026年1月12日、1月13日、1月14日连续 三个交易日收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动情形。2026年1月14日，公司股 票换手率为8.70%，高于日常换手率。公司主营业务为出版、发行、印刷、报媒等业务，经公司自查， 公司目前日常经营情况正常，未发生重大变化。经公司自查，公司未发现可能对公司股票交易价格产生 重大影响的媒体报道等情形，不存在其他应披露而未披露的重大信息。 ...

南方传媒公告称，公司股票于2026年1月12 - 14日连续三个交易日收盘价格涨幅偏离值累计超20%，属 于异常波动，1月14日换手率8.70%，高于日常。经自查及向控股股东、实控人核实，公司日常经营正 常，不存在应披露未披露重大信息，董事等相关人员在异常波动期间无买卖公司股票情况。近期公司股 价涨幅大，2026年1月14日收盘价较1月9日涨20.66%，提醒投资者注意风险。 ...

共69只个股出现了机构的身影。 盘后数据显示，1月14日龙虎榜中，共69只个股出现了机构的身影，有50只股票呈现机构净买入，19只 股票呈现机构净卖出。 当天机构净买入前三的股票分别是光迅科技、利欧股份、中国卫通，净买入金额分别是5.16亿元、3.97 亿元、3.46亿元。 当天机构净卖出前三的股票分别是南方传媒、岩山科技、浙文互联，净流出金额分别是2.55亿元、2.23 亿元、1.6亿元。 | | 吃虎榜 1.14 | | | --- | --- | --- | | 证券简称 | 目涨跌幅 | 机构净买入(万元) | | 光迅科技 | 10.00% | 51578.19 | | 利欧股份 | 9.97% | 39662.88 | | 中国卫通 | -10.00% | 34609.85 | | 佳缘科技 | 20.00% | 29838.52 | | 醬藏医药 | -7.46% | 19082.63 | | 石基信息 | 9.97% | 15894.15 | | 陕西旅游 | -2.97% | 13939.55 | | 捷顺科技 | 9.99% | 13841.48 | | 山子高科 | 10.10% | 1 ...

Investment Rating - The report maintains a "Buy" rating for the media industry, indicating a positive outlook for the sector [7][11]. Core Insights - The media industry (Shenwan) saw a significant increase of 13.10% from January 5 to January 11, 2026, outperforming the major indices [14][17]. - Key segments within the industry performed well, with advertising and marketing up 19.17%, television broadcasting up 15.15%, and gaming up 13.14% [14][17]. - The report highlights strong individual stock performances, particularly for companies like Inertia Media and BlueFocus, which saw increases of 52.62% and 49.13% respectively [17][18]. Industry Performance Summary Market Performance - The media industry outperformed the major indices, with the Shanghai Composite Index rising 3.82% and the Shenzhen Component Index rising 4.40% during the same period [14][16]. - The advertising and marketing sector led the gains, followed by television broadcasting and gaming [14][16]. Key Data and Updates AI Applications - AI product rankings showed significant growth, with Gemini and DeepSeek increasing by 28% and 30% respectively [19][20]. - OpenRouter's weekly token usage rose by 15%, indicating a growing demand for AI applications [19][20]. Gaming - The top five mobile games on iOS as of January 10, 2026, included "Honor of Kings" and "Peacekeeper Elite" [23][25]. - New game releases are anticipated, including Tencent's "Counter-Strike: Future" on January 13, 2026 [27][26]. Film and Television - Domestic box office revenue reached 362 million yuan during the week of January 5-11, 2026, with "Hidden Kill" leading the charts [29][30]. - Seven new films are set to be released from January 12 to January 18, 2026 [30][31]. Investment Recommendations - The report recommends focusing on themes such as AI applications and cultural exports, with specific attention to gaming, IP, short dramas, marketing, and publishing sectors [5][34]. - Notable companies to watch include Giant Network, Perfect World, and Kuaishou, all rated as "Buy" [5][34].

AI and Digital Marketing - Company launched AI marketing tool eGenius, generating initial AI marketing revenue [2] - Liou Co. introduced a large model in marketing, providing a one-stop intelligent platform for advertising clients [2] - Company developed HochiGEO AI tool for monitoring AI search platforms, offering strategies for content distribution [2] - Company created "Lingxi AI" to assist in marketing processes, integrating various AI services [2] - Company partnered with universities to explore AI applications in intelligent communication [2] Healthcare and Medical Technology - Company implemented AI report interpretation in hospitals, enhancing patient experience and improving medical record quality [4] - Company collaborated with Huawei to develop a health management AI robot, aiming to lead the industry [4] - Company integrated advanced medical management experience with AI products to enhance healthcare information systems [4] Satellite and Communication Technology - Company is a major player in satellite internet, providing integrated baseband and RF chips [5] - Company launched innovative products for smart shipping and satellite internet platforms [4] - Company is involved in low-orbit satellite communication, developing relevant products [4] Financial Technology - Company is a leading provider of smart banking solutions, exploring AI applications in finance [7] - Company is a major shareholder in Tianhong Fund, enhancing its financial service capabilities [7] - Company utilizes blockchain technology to create a digital bill system [7] Consumer Goods and Retail - Company is a leading retail chain in Zhejiang, focusing on prepared food sales [8] - Company is a major player in outbound tourism, exploring "tourism + shopping" business models [8] - Company is a leading e-commerce platform for alcoholic beverages, managing various well-known brands [8]

Group 1 - The publishing sector experienced a significant increase of 6.55% on January 12, with Zhongwen Online leading the gains [1] - The Shanghai Composite Index closed at 4165.29, up 1.09%, while the Shenzhen Component Index closed at 14366.91, up 1.75% [1] - Zhongwen Online's stock price rose by 20.00% to 34.98, with a trading volume of 1.4284 million shares and a transaction value of 4.634 billion [1] Group 2 - The net inflow of main funds in the publishing sector was 1.316 billion, while retail funds saw a net outflow of 474 million [1] - Zhongwen Online had a main fund net inflow of 634 million, accounting for 13.68% of its trading volume, while retail funds had a net outflow of 262 million [2] - Nanfang Media reported a main fund net inflow of 109 million, representing 30.53% of its trading volume, with retail funds experiencing a net outflow of 46.82 million [2]

Core Viewpoint - The publishing sector experienced a decline of 0.77% on January 7, with Southern Media leading the drop. The Shanghai Composite Index closed at 4085.77, up 0.05%, while the Shenzhen Component Index closed at 14030.56, up 0.06% [1]. Group 1: Stock Performance - Longyuan Media (605577) closed at 13.57, up 2.65% with a trading volume of 84,900 shares and a transaction value of 116 million yuan [1]. - Xinhua Media (600825) closed at 6.41, up 1.58% with a trading volume of 203,200 shares and a transaction value of 130 million yuan [1]. - Southern Media (601900) closed at 13.27, down 3.77% with a trading volume of 189,600 shares and a transaction value of 254 million yuan [2]. - The overall publishing sector saw a net outflow of 304 million yuan from institutional funds, while retail investors contributed a net inflow of 177 million yuan [2]. Group 2: Fund Flow Analysis - Tianzhou Culture (300148) had a net inflow of 17.93 million yuan from institutional investors, while retail investors had a net outflow of 15.11 million yuan [3]. - Xinhua Media (600825) saw a net inflow of 16.84 million yuan from institutional investors, with retail investors experiencing a net outflow of 14.50 million yuan [3]. - The overall trend indicates that institutional funds are withdrawing from the publishing sector, while retail investors are showing some interest [2][3].

Core Insights - The 2025 Global Publishing Top 50 Report has been released, featuring five Chinese publishing groups, with Southern Publishing Media Co., Ltd. making its debut at 23rd place [1][4]. Group 1: Rankings and Financials - The report ranks companies based on their revenue for the previous fiscal year, with all included companies reporting over €150 million (approximately $180 million) in publishing revenue [4]. - Southern Publishing Media is ranked 23rd with a revenue of €949 million [2]. Group 2: Company Overview - Southern Publishing Media operates 11 publishing houses and has won numerous national awards, including the "Five One Project" award and the China Publishing Government Award [5]. - The company has published over 2,000 works that promote Lingnan culture and has seen a year-on-year increase in copyright exports, reaching 320 titles in 2025 [5]. Group 3: Cultural Initiatives - The company has established a brand matrix focused on Lingnan culture, launching significant projects such as the "Lingnan Cultural Library" and "Lingnan Cultural Dictionary" [6]. - Southern Publishing Media has created the Huacheng Literary Academy, hosting events that have attracted over a million participants, enhancing cultural engagement [8]. Group 4: International Expansion - The company is leveraging its geographical advantage to enhance international communication, particularly in the Guangdong-Hong Kong-Macao Greater Bay Area [10]. - Southern Publishing Media has established partnerships with 58 countries and outputs over 300 book copyrights annually, focusing on cultural cooperation with Southeast Asian nations [13].