证券日报网讯 10月16日晚间，凤凰传媒发布公告称，2025年半年度利润分配方案为A股每股现金红利 0.1元（含税），股权登记日为2025年10月23日，除权（息）日为2025年10月24日。 （编辑 姚尧） ...

证券代码：601928 证券简称：凤凰传媒 公告编号：2025-029 江苏凤凰出版传媒股份有限公司 2025年半年度权益分派实施公告 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： 每股分配比例 3. 分配方案： 本次利润分配以方案实施前的公司总股本2,544,900,000股为基数，每股派发现金红利0.1 元（含税），共计派发现金红利254,490,000.00元。 A 股每股现金红利0.1元 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/10/23 | － | 2025/10/24 | 2025/10/24 | 差异化分红送转： 否 一、 通过分配方案的股东会届次和日期 公司董事会经公司2025 年 5 月 13 日的2024年年度股东会授权获准制定并实施 2025 年中 期现金分红方案。本次利润分配方案已经公司 2025 年 8 月 27 日召开的第六届董事会第三次 ...

股权登记日2025年10月23日，现金红利发放日2025年10月24日。 格隆汇10月16日丨凤凰传媒(601928.SH)发布2025年半年度权益分派实施公告，本次利润分配以方案实 施前的公司总股本25.45亿股为基数，每股派发现金红利0.1元（含税），共计派发现金红利2.54亿元。 ...

Core Viewpoint - Phoenix Media's stock experienced a slight decline of 0.65% on October 15, with a trading volume of 167 million yuan, indicating a stable yet cautious market sentiment towards the company [1]. Financing Summary - On October 15, Phoenix Media had a financing buy-in amount of 23.20 million yuan and a repayment of 17.03 million yuan, resulting in a net financing buy of 6.18 million yuan. The total financing and margin balance reached 270 million yuan [1]. - The current financing balance stands at 261 million yuan, accounting for 0.97% of the circulating market value, which is above the 70th percentile of the past year, indicating a relatively high level of financing activity [1]. - In terms of securities lending, on the same day, 15,050 shares were repaid, while 4,400 shares were sold, amounting to 46,800 yuan at the closing price. The remaining securities lending volume is 809,900 shares, with a balance of 8.61 million yuan, also above the 90th percentile of the past year [1]. Financial Performance - As of June 30, the number of shareholders for Phoenix Media was 35,900, a decrease of 20.20% from the previous period. The average circulating shares per person increased by 25.31% to 70,928 shares [2]. - For the first half of 2025, Phoenix Media reported a revenue of 7.11 billion yuan, a year-on-year decrease of 1.70%. However, the net profit attributable to shareholders increased by 29.57% to 1.59 billion yuan [2]. Dividend and Shareholding Structure - Since its A-share listing, Phoenix Media has distributed a total of 10.69 billion yuan in dividends, with 3.82 billion yuan distributed over the past three years [3]. - As of June 30, 2025, the largest circulating shareholder is Hong Kong Central Clearing Limited, holding 45.09 million shares, an increase of 7.21 million shares from the previous period. Other notable shareholders include Huatai-PB SSE Dividend ETF and Southern CSI 500 ETF, with varying changes in their holdings [3].

Market Overview - The publishing sector increased by 0.01% compared to the previous trading day, with Rongxin Culture leading the gains [1] - The Shanghai Composite Index closed at 3912.21, up by 1.22%, while the Shenzhen Component Index closed at 13118.75, up by 1.73% [1] Individual Stock Performance - Rongxin Culture (301231) closed at 23.70, with a rise of 2.20% and a trading volume of 24,500 lots, amounting to a transaction value of 57.44 million [1] - Tianzhou Culture (300148) closed at 4.57, up by 1.78%, with a trading volume of 197,600 lots and a transaction value of 89.65 million [1] - Zhongwen Online (300364) closed at 25.59, increasing by 1.31%, with a trading volume of 259,400 lots and a transaction value of 654 million [1] - Other notable stocks include Guomai Culture (301052) at 46.20 (+1.09%) and Yuedu Media (002181) at 8.24 (+0.73%) [1] Capital Flow Analysis - The publishing sector experienced a net outflow of 41.87 million from institutional investors, while retail investors saw a net inflow of 23.18 million [2] - The net inflow from speculative funds was 18.69 million [2] Detailed Capital Flow for Selected Stocks - Zhongyuan Media (000719) had a net outflow of 12.14 million from institutional investors, with a retail net outflow of 17.89 million [3] - Zhongwen Online (300364) saw a net inflow of 10.05 million from institutional investors, but a net outflow of 7.53 million from retail investors [3] - Publishing Media (601999) had a net inflow of 5.02 million from institutional investors, while retail investors experienced a net outflow of 2.55 million [3]

Core Insights - The article highlights the top-performing stocks in the S&P China A-Share Dividend Opportunity Index, showcasing significant price increases and dividend yields for various companies [1]. Group 1: Stock Performance - The top stock, 渝农商行 (601077.SH), experienced a price increase of 5.92% and a year-to-date increase of 24.04%, with a dividend yield of 4.25% [1]. - 泸州老窖 (000568.SZ) saw a 4.20% increase, with an 11.18% year-to-date rise and a dividend yield of 4.49% [1]. - 厦门银行 (601187.SH) recorded a 4.04% increase, a 21.43% year-to-date rise, and a dividend yield of 4.63% [1]. Group 2: Dividend Yields - The article lists several companies with notable dividend yields, including 家非亚 (002572.SZ) at 7.81%, and 究矿能源 (600188.SH) at 6.62% [1]. - 农业银行 (601288.SH) has a year-to-date increase of 39.52% and a dividend yield of 3.39% [1]. - 招商银行 (600036.SH) shows a year-to-date increase of 9.53% with a dividend yield of 4.85% [1].

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002181 | 粤传媒 | 8.18 | 4.74% | 86.07万 | | 7.03亿 | | 000719 | 中原传媒 | 12.58 | 3.20% | 15.71万 | | 1.94亿 | | 601928 | 凤凰传媒 | 10.70 | 2.10% | ● 19.31万 | | 2.05亿 | | 601098 | 中南传媒 | 12.39 | 1.89% | 16.71万 | | 2.05亿 | | 601019 | 山东出版 | 7.76 | 1.17% | 16.05万 | | 1.24亿 | | 600551 | 时代出版 | 8.70 | 1.16% | 6.97万 | | 6027.89万 | | 600757 | 长江传媒 | 8.68 | 1.05% | 16.81万 | | 1.45亿 | | 603096 | 新经典 | 17.79 | 0.96% | 1.19万 | | 2107.74万 | ...

Core Insights - The publishing sector experienced a slight decline of 0.14% on October 9, with Guomai Culture leading the drop [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Publishing Sector Performance - ST Huawen (000793) saw a closing price of 2.98, with a rise of 4.93% and a trading volume of 548,200 shares, amounting to a transaction value of 161 million yuan [1] - Zhongwen Online (300364) closed at 28.19, up 3.11%, with a trading volume of 739,100 shares and a transaction value of 2.107 billion yuan [1] - Other notable performers included Zhonghua Media (600373) with a closing price of 10.37, up 2.07%, and Changjiang Media (600757) at 8.66, up 1.76% [1] Capital Flow Analysis - The publishing sector saw a net outflow of 12.54 million yuan from institutional investors and 2.92 million yuan from retail investors, while individual investors contributed a net inflow of 15.46 million yuan [2] - Zhongnan Media (601098) experienced a significant net outflow of 18.84 million yuan from institutional investors, while Zhongwen Online (300364) had a net inflow of 18.10 million yuan [2] - ST Huawen (000793) recorded a net inflow of 15.70 million yuan from institutional investors, despite a net outflow from retail investors [2]

Group 1 - The publishing sub-sector exhibits high dividend attributes and stability within the media sector, with leading companies showing gross margins between 30%-40%, net margins around 10%, and ROE generally above 8% [1] - The stock price changes in the publishing sub-sector in 2023 are attributed to a market consensus on valuation reassessment, as the content copyrights of publishing companies can serve as important sources for data corpus in the context of ChatGPT [1] - In 2024, the market shows a preference for high-dividend sectors, with leading companies in the publishing sector having relatively high dividend yields compared to the media sector [1] Group 2 - Phoenix Media, one of the largest leading companies in the publishing sector, reported a revenue of 7.113 billion yuan (down 1.70% year-on-year) and a net profit of 1.514 billion yuan (up 25.17% year-on-year) in the first half of the year, ranking first in operational scale within the publishing sector [1] - The company’s business segments include publishing, distribution, data services, software services, and film and television, with a focus on youth reading initiatives and educational publishing [2] - The company is expected to achieve net profits of 2.222 billion yuan, 2.366 billion yuan, and 2.477 billion yuan for the years 2025-2027, corresponding to PE ratios of 12, 11, and 11 times respectively [2]

Core Viewpoint - The event "I am a Shareholder: Entering the Shanghai Stock Market Listed Company - Phoenix Media" was organized to enhance communication between investors and the company, showcasing Phoenix Media's achievements and strategies in the publishing and digital transformation sectors [1][3]. Group 1: Company Overview - Phoenix Media is recognized as a leading enterprise in the industry, consistently ranked among the "Top 30 Cultural Enterprises in China" and "Top 50 Global Publishers" [3]. - The company operates under a dual-driven strategy of "Content is King and Digital Intelligence Empowerment," demonstrating strong momentum in the collaboration between traditional publishing and emerging businesses [3]. Group 2: Event Highlights - The event included a visit to the Phoenix International Book City and an exhibition of the company's development achievements, allowing investors to experience the practical outcomes of Phoenix Media's operations [3]. - During the event, the Chairman of Phoenix Media, Zhang Chaoyang, and the Vice General Manager, Xie Zhijian, provided insights into the company's operational highlights, financial performance, and future strategic layout [3]. - An analysis of the media publishing industry's development trends, competitive landscape, and digital transformation pathways was presented by an analyst from Huafu Securities [3]. - The interactive Q&A session allowed investors to engage with the company's management on topics such as business development, industry challenges, and shareholder returns, fostering a lively exchange [3]. Group 3: Recognition - Shanghai Stock Exchange awarded Phoenix Media a commemorative cup for its proactive practices in investor relations management and shareholder rights protection [3].