Core Viewpoint - The recent policy announcement by the National Health Commission and six other departments aims to accelerate the construction of an inclusive childcare service system, which is expected to significantly boost the childcare market and create investment opportunities in related sectors [1][2]. Group 1: Policy Impact - The policy outlines a "1+N" childcare service system that integrates various childcare facilities and services, aiming to provide accessible, affordable, and quality childcare services [1][2]. - By 2025, the goal is to have 4.5 childcare spots for children under three years old per 1,000 people, with an addition of 660,000 inclusive childcare spots [1]. - By 2030, the inclusive childcare service system is expected to be fundamentally established, with improved service capacity and reduced family childcare costs [1]. Group 2: Market Dynamics - The current childcare market faces a structural supply-demand imbalance, with a significant gap in inclusive childcare services, driven by changing family planning policies and evolving parenting concepts [2]. - The market for childcare services for children aged 0-3 is projected to grow steadily, reaching a scale of CNY 162.13 billion by 2025 and exceeding CNY 200 billion by 2028 [2]. Group 3: Company Strategies - Companies like Zhejiang Huamei Holdings are focusing on regional childcare services and expanding their brand influence through subsidiaries [3]. - Kidswant is implementing a "three expansions" strategy, enhancing its service ecosystem through AI and optimizing store experiences to support families [3]. - Shanghai Yueshen Health is investing in vocational training to supply specialized childcare talent, while Shanghai Aiyingshi has established community-based childcare centers with standardized teaching teams [3]. Group 4: Industry Trends - The childcare industry is expected to undergo significant transformation, moving from niche services to more inclusive offerings, driven by both policy support and company initiatives [4]. - Key trends include professionalization and standardization of services, diversified service models, and increased application of technology such as AI to enhance service efficiency [4]. - Despite the positive policy environment, the depth of business layouts among listed companies varies, leading to uncertainty regarding their actual contributions to performance [4].

证券代码：000607 证券简称：华媒控股 公告编号：2025-025 一、股票交易异常波动的情况介绍 浙江华媒控股股份有限公司（以下简称"公司""华媒控股"）股票（证券 简称：华媒控股，证券代码：000607）连续三个交易日内（2025年7月7日——2025 年7月9日）日收盘价格涨幅偏离值累计达到20％，根据《深圳证券交易所交易规 则》的有关规定，属于股票交易异常波动。 二、关注、核实情况 针对公司股票交易异常波动，公司进行了内部核实，并书面函询公司实际控 制人、控股股东及其一致行动人等大股东，核实结果如下： 浙江华媒控股股份有限公司 股票交易异常波动公告 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。 本公司董事会确认，本公司目前没有任何根据深交所《股票上市规则》等有 关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、意向、协议等； 董事会也未获悉本公司有根据深交所《股票上市规则》等有关规定应予以披露而 未披露的、对本公司股票及其衍生品种交易价格产生较大影响的信息；公司前期 披露的信息不存在需要更正、补充之处。 1、公司前期披露的信息不存在需要更 ...

2连板华媒控股：预计于2025年8月23日披露《2025年半年度报告》 智通财经7月9日电，华媒控股(000607.SZ)发布异动公告，公司预计于2025年8月23日披露《2025年半年 度报告》，目前相关工作正在进行，如经测算达到《深圳证券交易所股票上市规则》规定的业绩预告有 关情形的，公司将按照规定及时披露2025年半年度业绩预告。公司未向除为公司审计的会计师事务所以 外的第三方提供未公开的业绩信息。 ...

Group 1 - The childcare service concept sector rose by 1.82%, leading the concept sectors in terms of growth, with 13 stocks increasing in value [1][2] - Notable gainers in the sector included Huamei Holdings, which hit the daily limit, and other companies like Dou Shen Education, Hejing Technology, and Chuangyuan Co., which rose by 5.98%, 5.55%, and 4.21% respectively [1][2] - The sector experienced a net outflow of 243 million yuan in main funds, with Dou Shen Education receiving the highest net inflow of 69.37 million yuan [2][3] Group 2 - The top three stocks in terms of net inflow ratio were Chuangyuan Co. at 4.71%, Huamei Holdings at 3.96%, and Zhongyuan Media at 3.49% [3] - Stocks with significant declines included Tuo Wei Information, *ST Jinke, and Yuexin Health, which fell by 1.42%, 1.34%, and 1.15% respectively [1][2] - The overall market showed mixed performance, with various sectors experiencing both gains and losses, highlighting the volatility in the current investment landscape [2][4]

Group 1 - The A-share cultural media concept has risen significantly, with Huamei Holdings and Huanrui Century both hitting the daily limit up [1] - Zhongwen Online has increased by over 8%, indicating strong market interest [1] - Other stocks such as Guomai Culture, Baina Qiancheng, and Zhangyue Technology have also experienced upward movement [1]

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]