Market Overview - The A-share market showed mixed performance on July 9, with the Shanghai Composite Index rising by 0.31% to 3508.29 points, returning above the 3500 mark [1] - Multiple indices broke through their consolidation ranges, indicating a short-term strengthening trend [1] - The offshore RMB and USD index showed signs of recovery, suggesting a potential "two steps forward, one step back" market behavior in the short term [1] Sector Performance - The childcare service sector saw significant gains, with Huamei Holdings hitting the daily limit [2] - Human-shaped robot concepts also performed well, with Henggong Precision and Dafeng Industrial both reaching the daily limit [1] - The non-ferrous metal sector experienced widespread increases, with Jinling Mining also hitting the daily limit [1] - Conversely, sectors such as precious metals, insurance, rare earth permanent magnets, and storage chips underperformed [1] Institutional Insights - China Merchants Securities predicts a potential upward breakout in the market, with technology and non-bank sectors likely to outperform [4] - Postal Savings Securities suggests that A-shares will primarily focus on internal fundamentals, with a likely scenario of oscillating to digest gains due to reduced external shocks [5] - Industrial Securities indicates that A-shares have entered a phase of stronger market patterns, with a focus on basic earnings and seasonal strengths in resource sectors like steel and chemicals [6] Childcare Service Sector - The National Development and Reform Commission, along with six other departments, issued guidelines to accelerate the development of a universal childcare service system, supporting the construction of childcare facilities [2]

Core Viewpoint - The childcare service sector is experiencing a significant surge, with multiple stocks reaching their daily limit up following the announcement of supportive policies from the National Development and Reform Commission and other departments regarding the construction of inclusive childcare service systems [1] Group 1: Stock Performance - Huamei Holdings (000607) hit the daily limit up, indicating strong investor interest [1] - Other companies such as Aiyingshi (603214), Doushen Education (300010), Haiziwang (301078), Furui Shares (002083), and Helen Piano (300329) also opened high, reflecting a broader positive sentiment in the sector [1] Group 2: Policy Impact - The joint release of opinions by seven departments emphasizes support for employers to utilize existing land or facilities for planning childcare service facilities, which is expected to boost the sector's growth [1] - The policy aims to accelerate the development of a comprehensive childcare service system, indicating a long-term commitment from the government to enhance childcare services [1] Group 3: Market Trends - There is a noticeable influx of dark pool funds into these stocks, suggesting that institutional investors are positioning themselves in anticipation of future growth in the childcare sector [1]

Group 1 - The company Zhejiang Huamei Holdings Co., Ltd. received a government subsidy of 3 million yuan for its subsidiary Hangzhou Network Media Co., Ltd. related to two projects: the Hangzhou Cultural and Creative Intelligent Digital Human Matrix Project and the Hangzhou Network's All-Media Editing and Publishing Upgrade Project [1][2] - The subsidy is classified as a revenue-related government grant, which is intended to compensate for costs or losses related to the company's daily operations [2] - The subsidy will be recognized as deferred income during the project execution period in 2025, positively impacting the company's operating performance for that year [2] Group 2 - The company assures that the information disclosed is true, accurate, and complete, with no false records or misleading statements [1] - The specific accounting treatment and its impact on the company's financial data will be confirmed by the annual audit results [2] - Investors are advised to pay attention to investment risks associated with the company's operations [2]

证券代码：000607 证券简称：华媒控股 公告编号：2025-024 浙江华媒控股股份有限公司 关于获得政府补助的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 一、 获取补助的基本情况 近日，浙江华媒控股股份有限公司（以下简称"华媒控股""本公司"）的全 资子公司杭州网络传媒有限公司（以下简称"杭州网"）由于杭州文创智能体数 字人矩阵项目、杭州网全媒体采编发布改造升级项目，获得中共杭州市委宣传部 发放的政府补助。补助形式为现金，合计 300 万元。该笔补助与公司日常经营活 动相关，未来是否具有可持续性尚不确定。该笔补助属于与收益相关的政府补助， 占华媒控股最近一个会计年度经审计的归属于上市公司股东的净利润绝对值的 36.07%。杭州网根据相关批示文件，将在实际补助期 2025 年度内确认其他收益。 2、补助的确认和计量 根据《企业会计准则第 16 号——政府补助》的规定，与收益相关的政府补 助，用于补偿企业以后期间的相关成本费用或损失的，确认为递延收益，在确认 相关费用或损失的期间计入当期损益；用于补偿企业已发生的相关成本费用或损 失的，直接计入当期 ...

Group 1 - Zhejiang Huamei Holdings Co., Ltd. announced that its assets have been frozen due to a contract dispute, involving 189 million yuan, which accounts for 10.17% of its net assets at the end of the previous year [1] - The dispute originated from a breach of contract related to a project with Nanhua University, with a total amount in question of 175 million yuan, representing 9.42% of the company's net assets [1] - In Q1 2025, the company reported a significant loss of 37.93 million yuan, compared to a loss of 10.42 million yuan in Q1 2024, marking a year-on-year decline of 263.97% [1] Group 2 - Ocean Group announced that its subsidiary, Ocean Holdings, is facing liquidity issues and has passed a resolution to extend the repayment of its bonds, with a grace period of 30 trading days [1] - The company is actively seeking funds during the grace period to address its debt issues [1] Group 3 - Rongsheng Development disclosed plans to resolve debts totaling 810 million yuan through asset swaps, involving four assets to mitigate debt risks and ensure project implementation [2] - The company currently has total guarantees amounting to 42.965 billion yuan, with overdue guarantees of 6.646 billion yuan [2] - Rongsheng Development was listed on the overdue list by the Shanghai Commercial Paper Exchange as of June 6, 2025 [2] Group 4 - Everbright Bank announced that Jinggong Group's "18 Jinggong SCP003" has defaulted since July 15, 2019, and the lead underwriter is monitoring the bankruptcy restructuring progress [3] - Jinggong Group has executed a restructuring plan, with 80% of Shanghai Yuexin Investment Co., Ltd. sold for 833,201 yuan in February 2025 [3] Group 5 - Xi'an Port Industrial Co., Ltd. and its executives received a warning from the Shaanxi Securities Regulatory Bureau for non-market-based issuance behavior [4] - The company reported a significant decline in net profit for Q1 2024, with earnings of 5.5177 million yuan compared to 81.3671 million yuan in Q1 2023, a year-on-year drop of 93.22% [4] Group 6 - Wuhan Tianying Investment Group announced it has failed to pay the interest and principal of the "H20 Tianying 1" bond, totaling 535.7 million yuan [5][6] - The company is implementing business restructuring, asset disposal, and debt collection measures to address the situation [6] - In 2024, the company reported a significant loss of 4.827 billion yuan, compared to a loss of 14.8687 million yuan in 2023, reflecting a year-on-year decline of 32,367.10% [6]

Market Overview - The Shanghai Composite Index closed at 3393.26 points, above the six-month moving average, with a change of 0.23% [1] - The total trading volume of A-shares reached 838.618 billion yuan [1] Stocks Breaking Six-Month Moving Average - A total of 184 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Qitian Technology: 11.69% deviation, closing price 14.38 yuan, with a daily increase of 20.03% and turnover rate of 15.50% [1] - Haochen Medical: 8.62% deviation, closing price 3.12 yuan, with a daily increase of 9.86% and turnover rate of 6.44% [1] - Jinyinhai: 7.58% deviation, closing price 21.00 yuan, with a daily increase of 9.66% and turnover rate of 6.43% [1] Additional Stocks with Deviation Rates - Other stocks with notable performance include: - Guangyun Technology: 7.45% deviation, closing price 14.13 yuan, with a daily increase of 9.20% and turnover rate of 4.78% [1] - Yaowang Technology: 5.93% deviation, closing price 7.12 yuan, with a daily increase of 7.88% and turnover rate of 13.64% [1] - Nuotai Biotech: 5.91% deviation, closing price 55.37 yuan, with a daily increase of 10.36% and turnover rate of 5.58% [1] Summary of Other Stocks - Additional stocks with lower deviation rates that have just crossed the six-month moving average include: - Guangdong Hongtu: just above the six-month line [1] - Xinhe Shares: just above the six-month line [1] - Songjing Shares: just above the six-month line [1]

公司将积极采取法律手段维护自身合法权益，争取尽快妥善解决上述银行账 户资金被冻结事宜。 关于公司部分银行账户及资金被冻结的进展公告 公司将根据《深圳证券交易所股票上市规则》有关规定，密切关注上述事项进 展情况，及时履行信息披露义务。敬请广大投资者理性投资，注意投资风险。 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性 陈述或重大遗漏。 证券代码：000607 证券简称：华媒控股 公告编号：2025-023 近日，浙江华媒控股股份有限公司（以下简称"本公司"或"公司"）通过银 行查询获悉新增资金被冻结的情形，系原被冻结的银行一般户（开户行：杭州银行 总行营业部，账号：3301***********2544）收到自动转回的到期结构性存款本金 和收益 10,017,835.62 元。目前被冻结资金总额 188,957,452.98 元，占最近一期经 审计净资产的 11.76%。冻结仅涉及公司部分一般账户及部分资金，其余账户（包 括基本户等）及未冻结资金仍可正常使用且资金充足，满足业务开展及日常管理需 要。 浙江华媒控股股份有限公司 部分银行账户及资金被冻结的原因为 2024 年重大诉 ...

Group 1: Financial Performance - In 2024, the company's reported industry revenue was 85.01 million, a year-on-year decrease of 23.4% [2] - The printing business revenue for 2024 was 53.33 million, with non-newspaper revenue accounting for 74.13% [3] - The advertising and planning business revenue was 78.6 million, down 23.13% year-on-year [5] Group 2: Business Strategy and Adjustments - The company is focusing on non-paper media businesses, including education, exhibitions, outdoor advertising, and parks, to offset traditional media revenue declines [2] - Measures to enhance overall profitability include stabilizing core businesses, transforming and upgrading operations, and shutting down inefficient small enterprises [3] - The company has increased R&D investment in printing technology to enhance automation and efficiency [4] Group 3: Market and Competition - The education business revenue decreased by 10.45% year-on-year, attributed to macroeconomic slowdown, population decline, and policy adjustments in the education sector [3] - The company has introduced seven new international education projects in 2024 [4] - The company is actively embracing AI technology across content production, distribution, and media products to improve efficiency [5] Group 4: Operational Metrics - R&D investment in 2024 was 12.65 million, a decrease of 19.73% year-on-year [5] - The company’s expense ratio for 2024 was 20.65%, an increase of 5.48 percentage points year-on-year [5] - The comprehensive gross margin for 2024 was 22.01%, up 5.88 percentage points, while the net profit margin was -0.56% due to increased asset impairment losses [5] Group 5: Future Outlook - The company’s major business area remains stable, with over 70% of revenue coming from within Zhejiang Province [5] - The controlling shareholder executed a stock buyback plan in February 2024, acquiring 15,234,872 shares, amounting to over 60 million [4] - The company is committed to optimizing business structure and enhancing cost control to improve performance [5]

浙江华媒控股股份有限公司 证券代码：000607 证券简称：华媒控股 公告编号：2025-022 2024 年年度股东会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、误导性 陈述或者重大遗漏。 2025 年 4 月 17 日，浙江华媒控股股份有限公司（以下简称：华媒控股、本公 司）召开第十一届董事会第九次会议，审议通过《关于召开 2024 年年度股东会的 议案》，决定于 2025 年 5 月 12 日（星期一）15:00 开 2024 年年度股东会。 现将本次会议有关事项公告如下： 一、会议召开和出席情况 1、召开时间 现场会议召开时间：2025 年 5 月 12 日（星期一）15:00 通过互联网投票系统和交易系统进行网络投票的时间： 1）通过深圳证券交易所交易系统进行网络投票的时间为 2025 年 5 月 12 日的 交易时间，即 9:15—9:25，9:30—11:30 和 13:00—15:00 期间的任意时间； 2）通过深圳证券交易所互联网投票系统的投票时间为 2025 年 5 月 12 日 9:15— 15:00。 2、召开方式：现场表决与网络投票相结合。 3、 ...

北京大成（杭州）律师事务所 浙江省杭州市上城区钱江路 1366 号 华润大厦 A 座 18 楼 310020 18F,Block A,China Resources Building, 1366 Qianjiang Road,Shangcheng District,Hangzhou,P.R.China 310020 dacheng.com dentons.cn 北 京 大 成 （ 杭 州 ） 律 师 事 务 所 关 于 浙 江 华 媒 控 股 股 份 有 限 公 司 2024 年 年 度 股 东 会 之 法 律 意 见 书 杭州市上城区钱江路 1366 号华润大厦 A 座 18 层（310020） 18/F,Block A,China Resources Building,1366 Qianjiang Road Shangcheng District， Hangzhou,P.R.China,31020 Tel: +86 571-85176093 Fax: +86 571-85084316 1 北京大成（杭州）律师事务所 浙江省杭州市上城区钱江路 1366 号 华润大厦 A 座 18 楼 310020 18F, ...