Core Viewpoint - Fengyuzhu (603466.SH) has successfully won a procurement project from Hangzhou Future Technology City, collaborating with Qiangnao Technology to establish a leading position in the brain-machine intelligence industry [1] Group 1: Company Overview - Fengyuzhu will leverage its advanced digital experience technology and resource integration capabilities in this collaboration [1] - The partnership aims to deeply integrate Qiangnao Technology's cutting-edge achievements in brain-machine interfaces and embodied intelligence [1] Group 2: Industry Context - Hangzhou Future Technology City is positioned as a global hub for brain-machine intelligence, gathering top research institutions such as Zhijiang Laboratory and the National Key Laboratory of Brain-Machine Intelligence [1] - The collaboration is intended to help Hangzhou Future Technology City create a globally influential innovation source and experience hub for brain-like intelligence [1]

Group 1 - The company Windy Zhi (603466.SH) announced a turnaround in its performance for the first half of 2025, expecting a net profit attributable to shareholders of between 12 million to 18 million yuan, compared to a loss of 134.3 million yuan in the same period last year [3][7] - Despite the positive performance forecast, the actual controller and associated parties of the company have initiated a new round of share reductions, raising concerns among investors regarding the company's long-term development prospects [4][6] - The company's revenue and net profit have significantly declined compared to the peak levels in 2021, with 2024 marking the first loss since its listing, primarily due to high accounts receivable [3][7] Group 2 - The actual controller, Li Hui, and associated parties reduced their holdings by 6.5647 million shares and 675,300 shares respectively, resulting in a decrease in their combined shareholding from 46.22% to 45% [4][5] - The company has faced continuous share reductions from its actual controller and associated parties over the years, with their combined shareholding decreasing from 68.6% in 2021 to 45% currently [5][6] - The company's accounts receivable have surged, reaching a peak of 1.534 billion yuan in 2023, with a significant decline in accounts receivable turnover rate observed [8][10] Group 3 - The company reported a substantial decline in revenue and net profit in 2024, with revenue dropping by 41.44% to 1.376 billion yuan and net profit falling to a loss of 135.4 million yuan, marking a 147.97% decrease [7][9] - The increase in accounts receivable aged over three years has been notable, rising from 25.65% in 2022 to 43.29% in 2024, leading to significant credit impairment losses [9][10] - The company attributed the decline in performance to macroeconomic adjustments, reduced cultural investment from government clients, and rising labor costs [7][11]

Market Overview - On August 1, the digital media sector rose by 0.73%, led by Xinhua Net, while the Shanghai Composite Index closed at 3559.95, down 0.37% [1] - The Shenzhen Component Index closed at 10991.32, down 0.17% [1] Stock Performance - Xinhua Net (603888) closed at 19.62, up 2.72% with a trading volume of 219,200 shares and a transaction value of 429 million yuan [1] - Fantawild (301313) closed at 26.39, up 2.21% with a trading volume of 56,600 shares and a transaction value of 148 million yuan [1] - People's Daily (603000) closed at 20.70, up 1.57% with a trading volume of 207,100 shares and a transaction value of 429 million yuan [1] - Visual China (000681) closed at 21.72, up 0.84% with a trading volume of 823,100 shares and a transaction value of 1.767 billion yuan [1] - Mango TV (300413) closed at 22.00, down 0.14% with a trading volume of 161,300 shares and a transaction value of 355 million yuan [1] Capital Flow - The digital media sector experienced a net outflow of 122 million yuan from institutional investors, while retail investors saw a net inflow of 99.39 million yuan [2] - The overall capital flow indicates that retail investors are more active compared to institutional investors in the digital media sector [2] Individual Stock Capital Flow - Xinhua Net had a net inflow of 29.94 million yuan from institutional investors, but a net outflow of 30.73 million yuan from retail investors [3] - People's Daily saw a net inflow of 18.68 million yuan from institutional investors, with a net outflow of 24.23 million yuan from retail investors [3] - Visual China had a net inflow of 15.10 million yuan from institutional investors, but a net outflow of 52.37 million yuan from retail investors [3] - Mango TV experienced a net outflow of 15.64 million yuan from institutional investors, while retail investors contributed a net inflow of 9.65 million yuan [3]

金融界消息 截至2025年7月31日收盘，风语筑（603466）报收于10.67元，下跌0.56%，换手率3.2%，成 交量19.05万手，成交金额2.04亿元。 资金流向方面，今日主力资金净流出2784.37万元，占比成交额13.63%。其中，超大单净流出1728.04万 元、占成交额8.46%，大单净流出1056.33万元、占成交额5.17%，中单净流出流入581.40万元、占成交 额2.85%，小单净流入2202.97万元、占成交额10.78%。 通过天眼查大数据分析，上海风语筑文化科技股份有限公司共对外投资了22家企业，参与招投标项目 2690次，知识产权方面有商标信息146条，专利信息210条，此外企业还拥有行政许可11个。 来源：金融界 风语筑最新一期业绩显示，截至2025一季报，公司营业总收入3.82亿元、同比增长29.81%，归属净利润 4027.44万元，同比增长368.25%，扣非净利润3967.93万元，同比增长362.57%，流动比率2.092、速动比 率1.814、资产负债率52.41%。 天眼查商业履历信息显示，上海风语筑文化科技股份有限公司，成立于2003年，位于上海市，是一家以 ...

天眼查商业履历信息显示，上海风语筑文化科技股份有限公司，成立于2003年，位于上海市，是一家以 从事专业技术服务业为主的企业。企业注册资本59477.4189万人民币，实缴资本10000万人民币。公司 法定代表人为李晖。 通过天眼查大数据分析，上海风语筑文化科技股份有限公司共对外投资了22家企业，参与招投标项目 2690次，知识产权方面有商标信息146条，专利信息210条，此外企业还拥有行政许可11个。 金融界消息 截至2025年7月30日收盘，风语筑（603466）报收于10.73元，下跌0.83%，换手率4.09%， 成交量24.32万手，成交金额2.62亿元。 资金流向方面，今日主力资金净流出5940.64万元，占比成交额22.71%。其中，超大单净流出3783.22万 元、占成交额14.47%，大单净流出2157.42万元、占成交额8.25%，中单净流出流出391.95万元、占成交 额1.5%，小单净流入6332.59万元、占成交额24.21%。 风语筑最新一期业绩显示，截至2025一季报，公司营业总收入3.82亿元、同比增长29.81%，归属净利润 4027.44万元，同比增长368.25%，扣非净 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600228 | *ST返利 | 4.16 | -3.70% | 7.31万 | | 3084.12万 | | 002095 | 生意宝 | 20.67 | -3.23% | 14.24万 | | 2.96 Z | | 300295 | 三六五网 | 15.21 | -2.62% | 0 8.03万 | | 1.23亿 | | 301299 | 卓创资讯 | 65.32 | -2.48% | 2.52万 | | 1.66亿 | | 603466 | 风语筑 | 10.73 | -0.83% | 24.32万 | | 2.62亿 | | 300785 | 值得买 | 33.94 | -0.82% | 6.07万 | | 2.05亿 | | 300413 | 芒果超媒 | 22.46 | -0.18% | 21.11万 | | 4.76亿 | | 603888 | 新华网 | 19.14 | -0.10% | 9.27万 | | 1.7 ...

Core Viewpoint - The company, Shanghai Fengyu Zhu Cultural Technology Co., Ltd., reported a significant decline in revenue and net profit for the year 2024, primarily due to external environmental factors affecting project delivery and execution timelines [1][4]. Financial Performance - The company achieved a revenue of 1.376 billion yuan, a year-on-year decrease of 41.44% [1]. - The net profit attributable to shareholders was -135.44 million yuan, a shift from profit to loss compared to the previous year [1]. - Operating costs were reported at 1.060 billion yuan, down 37.02% year-on-year, with material costs, labor costs, and construction costs changing by -39.97%, -2.47%, and -59.34% respectively [1]. Project Completion and Market Analysis - The number of completed integrated construction projects decreased by 15.93%, with a significant reduction in the average project scale [1]. - The average completion cycle for integrated construction projects shortened from 9.33 months in 2023 to 6.56 months in 2024, a decrease of 29.69% [2][3]. - The company noted that the overall industry faced a substantial decline in revenue and profit, with competitors also reporting similar trends [1]. Orders and Future Outlook - The company has a total contract order amount of 4.467 billion yuan, indicating a sufficient backlog to support ongoing operations [3]. - The company is implementing cost reduction and efficiency enhancement measures to improve operational performance [3]. - The management is focusing on optimizing resource allocation and enhancing budget management to sustain profitability [3]. Accounts Receivable - As of the end of the reporting period, accounts receivable stood at 2.385 billion yuan, with a provision for bad debts of 999.3 million yuan, resulting in a net value of 1.392 billion yuan, a decrease of 9.24% year-on-year [6]. - The accounts receivable turnover rate dropped to 0.58 from 1.06 in the previous year, indicating a significant decline [6]. - The proportion of accounts receivable aged over three years increased from 25.65% in 2022 to 43.29% in 2024, reflecting a rising trend [6]. Revenue Recognition Policy - The company recognizes revenue for integrated construction projects upon completion and readiness for delivery, adhering to the relevant accounting standards [8]. - The average reduction rate for project audits over the past three years was 2.12%, with the company maintaining a cautious approach to revenue recognition based on historical data [8].

根据贵所于 2025年6月18日出具的《关于上海风语筑文化科技股份有限公司 2024 年 年度报告的信息披露监管问询函》(上证公函【2025】0883 号)(以下简称"《问询函》"), 天职国际会计师事务所(特殊普通合伙)(以下简称"会计师"或"天职会计师")对问询 函所涉及的问题,逐条回复如下: 关于上海风语筑文化科技股份有限公司 2024 年年度报告的信息披露监管问询函的回复 天职业字[2025]33298 号 上海证券交易所: 关 于 上 海 风 语 筑 文 化 科 技 股 份 有 限 公 司 2024 年 年 度 报 告 的 信 息 披 露 监 管 问 询 函 的 回 复 天 职 业 字 [2025]33298 号 目 录 关 于 上 海 风 语 筑 文 化 科 技 股 份 有 限 公 司 2024 年 年 度 报 告 的 ——1 信息披露监管 问 询 函 的 回 复 -- 在本问询函回复中,期初指 2024年1月1日,期末指 2024年12月 31日。 问题 1. 关于经营业绩。 年报及前期公告显示,公司主营数字文化展示体验系统的策划、设计、实施和维护服 务,报告期内实现营业收入 13.76 亿元, ...

证券代码：603466 证券简称：风语筑 公告编号：2025－040 债券代码：113643 债券简称：风语转债 上海风语筑文化科技股份有限公司 关于 2024 年年度报告信息披露监管问询函的回复公告 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个别及连带责任。 上海风语筑文化科技股份有限公司（以下简称"公司"）于近期收到上海证 券交易所发来的《上海风语筑文化科技股份有限公司 2024 年年度报告的信息披 露监管问询函》（上证公函【2025】0883 号）（以下简称"《问询函》"）。根据 《问询函》的要求，公司会同年审会计师对《问询函》所列事项逐项复核落实， 现将《问询函》相关回复具体内容公告如下： 如无特别说明，本问询函回复中使用的简称与公司《2024 年年度报告》中 的释义一致。 本回复所引用的财务数据和财务指标，如无特殊说明，均为合并报表口径 的财务数据和根据该类财务数据计算的财务指标。 在本问询函回复中，若合计数与各分项数值相加之和在尾数上存在差异， 均为四舍五入原因所致。 在本问询函回复中，期初指 2024 年 1 月 1 日 ...

Core Viewpoint - The actual controller of Fengyuzhu (603466.SH) has reduced their shareholding, impacting the overall ownership structure but not affecting the control or governance of the company [1][2]. Shareholding Changes - The combined shareholding of the actual controller Li Hui, Xin Haoying, and their concerted party Shanghai Ligou Investment Partnership (Limited Partnership) decreased from 46.22% to 45.00% [1]. - Li Hui sold a total of 6,564,700 unrestricted circulating shares through block trading, while Shanghai Ligou Investment Partnership sold 675,300 shares through centralized bidding, totaling 7,240,000 shares sold at an average price of 10.73 yuan, resulting in a cash-out of 77,685,200 yuan [1][2]. Pre- and Post-Reduction Shareholding - Before the reduction, Li Hui held 132,849,700 shares (22.34% of total shares), Shanghai Ligou held 18,868,188 shares (3.17%), and Xin Haoying held 123,175,831 shares (20.71%) [2]. - After the reduction, Li Hui's shares decreased to 126,285,000 (21.23%), Shanghai Ligou's shares decreased to 18,192,888 (3.06%), while Xin Haoying's shares remained unchanged at 123,175,831 (20.71%) [2]. Compliance with Previous Plans - The shareholding change aligns with the previously disclosed reduction plan and does not trigger a mandatory tender offer [2]. - The reduction does not lead to a change in the company's controlling shareholder or actual controller, nor does it significantly impact the company's governance structure or ongoing operations [2].