三人行传媒集团股份有限公司 简式权益变动报告书 上市公司：三人行传媒集团股份有限公司 股票上市地点：上海证券交易所 股票简称：三人行 股票代码：605168 信息披露义务人：严建亚 住所：陕西西安市雁塔区******** 通讯地址：陕西西安市雁塔区******** 股份变动性质：股份增加（协议转让） 签署日期：2025年11月30日 1 / 20 信息披露义务人声明 一、本报告书系依据《中华人民共和国公司法》《中华人民共和国证券法》 《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告书》等法律、法规及规范性文件编制。 二、依据《中华人民共和国证券法》《上市公司收购管理办法》《公开发行 证券的公司信息披露内容与格式准则第 15 号——权益变动报告书》等法律法规 的规定，本报告书已全面披露了信息披露义务人在三人行传媒集团股份有限公司 拥有权益的股份变动情况；截至本报告书签署之日，除本报告书披露的持股信息 外，上述信息披露义务人没有通过任何其他方式增加或减少在三人行传媒集团股 份有限公司拥有权益的股份。 三、信息披露义务人签署本报告书已获得必要的授权和批准。 四、本次权益 ...

三人行传媒集团股份有限公司 简式权益变动报告书 上市公司：三人行传媒集团股份有限公司 股票上市地点：上海证券交易所 股票简称：三人行 股票代码：605168 | 信息披露义务人 | 住所/通讯地址 | | --- | --- | | 信息披露义务人一：青岛多多行投资有限公司 | 山东省青岛市莱西市姜山镇昌庆路 | | | 231号9栋网点123户-43 | | 信息披露义务人二：钱俊冬 | 北京市海淀区龙翔路****** | | 信息披露义务人三：崔蕾 | 北京市海淀区龙翔路****** | | 信息披露义务人四：北京华软新动力私募基金 管理有限公司－新动力大运量化FOF2号私募 | 北京市丰台区石榴庄街道榴乡路86 号汇琴数字中心B座722 | | 证券投资基金 | | | 一致行动人 | 住所/通讯地址 | | 泰安市众行投资合伙企业（有限合伙） | 山东省泰安市新泰市西张庄镇正阳 | | | 东路1号3-16 | 信息披露义务人一、二、三、四为一致行动人 股份变动性质：股份减少（协议转让） 签署日期：2025年11月30日 1 / 39 信息披露义务人声明 一、本报告书系依据《中华人民共和国公司法》《中 ...

南财智讯12月1日电，三人行公告，本次权益变动前，青岛多多行投资有限公司、钱俊冬、崔蕾及北京 华软新动力私募基金管理有限公司（代表新动力大运量化FOF2号私募证券投资基金）与泰安市众行投 资合伙企业（有限合伙）构成一致行动人，合计持有公司53.88%股份。通过协议转让方式，上述信息 披露义务人合计向严建亚转让16,865,359股公司股份，占总股本的8.00%，转让价格为每股26.76元，总 成交金额约为4.51亿元。本次权益变动完成后，一致行动人合计持股比例由53.88%降至45.88%。其中， 青岛多多行投资有限公司持股比例由26.66%降至23.27%，钱俊冬由12.16%降至9.12%，崔蕾由4.82%降 至3.62%，华软动力所持股份全部转让后不再持股。本次变动未导致公司控股股东及实际控制人变更， 控制权结构保持稳定。严建亚持股8.00%，成为公司第二大股东。截至本报告签署日，信息披露义务人 暂无未来12个月内继续增减持公司股份的明确计划。 ...

每经AI快讯，三人行（SH 605168，收盘价：31.19元）12月1日晚间发布公告称，2025年11月30日，公 司控股股东青岛多多行投资有限公司（以下简称"青岛多多"）、实际控制人钱俊冬、崔蕾及一致行动人 北京华软新动力私募基金管理有限公司（代表"新动力大运量化FOF2号私募证券投资基金"）（以下简 称"华软动力"）（以下合并简称"转让方"）与严建亚（以下简称"受让方"）签署了《股份转让协议》， 约定转让方将其合计持有的公司约1687万股无限售条件流通股，占公司总股本的8%，通过协议转让的 方式转让给受让方。 本次协议转让尚需经上海证券交易所合规性确认，并在中国证券登记结算有限责任公司上海分公司办理 股份转让过户登记手续，相关事项存在不确定性，敬请广大投资者注意投资风险。 截至发稿，三人行市值为66亿元。 每经头条（nbdtoutiao）——5年期大面积下线，3年期利率低至1.5%仍一单难求：要么"售罄"要么"额度 紧张"！中长期大额存单为何在消失？ （记者 王晓波） 本次协议转让不会导致公司控股股东及实际控制人发生变化，不涉及要约收购，亦不会对公司治理结构 及未来持续经营产生重大影响。 2025年1至 ...

证券代码：605168 证券简称：三人行 公告编号：2025-046 三人行传媒集团股份有限公司 关于公司股东协议转让部分股份 暨权益变动的提示性公告 本公司董事会、全体董事及相关股东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： 2025 年 11 月 30 日，三人行传媒集团股份有限公司（以下简称"三人行" 或"公司"）控股股东青岛多多行投资有限公司（以下简称"青岛多多"）、实 际控制人钱俊冬、崔蕾及一致行动人北京华软新动力私募基金管理有限公司（代 表"新动力大运量化 FOF2 号私募证券投资基金"）（以下简称"华软动力"） （以下合并简称"转让方"）与严建亚（以下简称"受让方"）签署了《股份转 让协议》，约定转让方将其合计持有的公司 16,865,359 股无限售条件流通股，占 公司总股本的 8%，通过协议转让的方式转让给受让方。 本次协议转让过户前，严建亚先生未持有公司股权；本次协议转让过户 后，严建亚先生将持有公司无限售条件流通股 16,865,359 股，占公司总股本比例 为 8%，并成为持有公司 5%以上股份的股东。 ...

Market Overview - As of 10:31 AM today, the Shanghai Composite Index is at 3897.11 points, above the annual line, with a change of 0.22% [1] - The total trading volume of A-shares today is 9264.91 billion [1] Stocks Breaking Annual Line - A total of 99 A-shares have surpassed the annual line today, with notable stocks showing significant deviation rates [1] - Stocks with the highest deviation rates include: - Guanghetong (14.08%) - Youji Co., Ltd. (8.85%) - Galaxy Electronics (8.67%) [1] Detailed Stock Performance - The following stocks have notable performance metrics: - Guanghetong: Today's change of 14.94%, turnover rate of 16.55%, annual line at 27.18, latest price at 31.01 [1] - Youji Co., Ltd.: Today's change of 13.79%, turnover rate of 4.72%, annual line at 22.51, latest price at 24.50 [1] - Galaxy Electronics: Today's change of 9.92%, turnover rate of 9.87%, annual line at 5.20, latest price at 5.65 [1] Additional Stocks with Performance Metrics - Other stocks with significant performance include: - Emei Mountain A: Change of 10.02%, turnover rate of 8.44%, annual line at 13.35, latest price at 14.16 [1] - Yuzhong Three Gorges A: Change of 6.05%, turnover rate of 4.95%, annual line at 7.47, latest price at 7.89 [1] - Guanjie Technology: Change of 6.46%, turnover rate of 1.93%, annual line at 2.67, latest price at 2.80 [1]

Core Viewpoint - Institutions remain optimistic about the technology sector as the main investment line for 2026, focusing on areas such as AI, embodied intelligence, solid-state batteries, semiconductors, and controllable nuclear fusion [4][5]. Summary by Category Market Outlook - The current A-share market is expected to show upward momentum in 2026, with valuations considered relatively reasonable compared to global equity markets [3][6]. - Institutions predict a "slow bull" market in 2026, driven by macroeconomic recovery and positive policy adjustments [6][7]. Investment Themes - The three main investment directions identified are technology leadership, domestic demand recovery, and cyclical recovery, with a strong focus on the five major technology sectors [5][6]. - Specific sectors such as AI, solid-state batteries, and semiconductors are highlighted as having significant growth potential, particularly in the context of new productivity [5][10]. Performance Metrics - Year-to-date, indices related to solid-state batteries and nuclear fusion have increased by over 55%, while AI and semiconductor indices have risen by over 30% [7]. - The net profit growth for the five major technology sectors has significantly improved, with AI and semiconductor sectors seeing net profit increases exceeding 50% year-on-year in the first three quarters [7][10]. Company Insights - A total of 24 technology companies are identified as having the potential for dual recovery in valuation and profit, with specific criteria for selection including a forecasted P/E ratio discount of over 30% and expected net profit growth exceeding 30% [10][11]. - Notable companies include Weijie Chuangxin, Hongdu Aviation, and New Xiangwei, which are projected to have substantial profit growth in the coming years [10][11][13].

Core Viewpoint - Institutions remain optimistic about the technology sector as the main investment theme for 2026, driven by improving fundamentals and industry highlights, indicating significant potential for market growth [5][6]. Investment Themes - The three main investment directions identified are technology leadership, domestic demand recovery, and cyclical recovery, with a focus on five key technology areas: AI, embodied intelligence, solid-state batteries, semiconductors, and controllable nuclear fusion [7][8]. Economic and Market Outlook - Various institutions predict a "slow bull" market for 2026, with macroeconomic conditions expected to improve and a focus on fiscal policies to stimulate demand [9]. - The A-share market is anticipated to show upward momentum, supported by stable macro policies and a recovery in corporate earnings [9][10]. Performance of Technology Sectors - The five key technology sectors have shown significant excess returns this year, with indices for solid-state batteries and nuclear fusion rising over 55%, while AI and semiconductor indices increased by over 30% [10]. - The net profit growth for these sectors in the first three quarters of this year has significantly improved compared to the previous year, with AI and semiconductor sectors seeing net profit increases exceeding 50% [10]. Valuation and Profit Recovery - A total of 24 technology stocks are identified as having the potential for both valuation and profit recovery, with many expected to see a forecasted net profit growth of over 30% for 2025 and 2026 [12][13]. - Specific companies, such as Weijie Chuangxin and Xinxiangwei, are highlighted for their significant valuation discounts and strong growth prospects in the semiconductor and OLED sectors, respectively [12][13]. Key Companies and Predictions - Companies like Huatian Technology and Del's shares are projected to have substantial net profit growth, driven by increased orders in automotive electronics and advanced packaging [13][14]. - The table of 24 companies indicates various forecasted P/E ratios and expected profit growth, showcasing the potential for investment in these technology stocks [15].

Group 1 - The company Qingdao Duoduo Investment Co., Ltd. holds 56,214,292 shares of Sanrenxing Media Group Co., Ltd., accounting for 26.66% of the total shares [1] - The company has extended the repurchase of previously pledged 5,350,000 shares, with no new shares being pledged [1] - After the extension, the total number of pledged shares remains at 8,500,000, which is 15.12% of the shares held by the shareholder and 4.03% of the company's total share capital [1] Group 2 - The announcement was made on November 27, 2025, by the board of directors of Sanrenxing Media Group Co., Ltd. [2]

Market Overview - The advertising and marketing sector experienced a decline of 0.65% on November 26, with Xuan Ya International leading the drop [1] - The Shanghai Composite Index closed at 3864.18, down 0.15%, while the Shenzhen Component Index closed at 12907.83, up 1.02% [1] Stock Performance - Notable gainers in the advertising marketing sector included: - Yao Wang Technology (002291) with a closing price of 8.44, up 10.04% and a trading volume of 1.5193 million shares, totaling 1.192 billion yuan [1] - Xin Hua Du (002264) closed at 10.79, up 9.99% with a trading volume of 68,600 shares, totaling 74.0528 million yuan [1] - Major decliners included: - Xuan Ya International (300612) closed at 20.00, down 5.44% with a trading volume of 658,300 shares, totaling 1.406 billion yuan [2] - Fu Shi Holdings (300071) closed at 6.93, down 4.55% with a trading volume of 1.9716 million shares, totaling 1.397 billion yuan [2] Capital Flow - The advertising marketing sector saw a net outflow of 1.652 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.967 billion yuan [2][3] - Specific stock capital flows included: - Yao Wang Technology (002291) had a net inflow of 19.11 million yuan from institutional investors, while retail investors had a net outflow of 31.34 million yuan [3] - Fen Zhong Media (002027) saw a net inflow of 22.03 million yuan from institutional investors and a net outflow of 11 million yuan from retail investors [3]