以下是第一财经对一些重要公告的汇总，供投资者参考。 【品大事】 黄山旅游：拟投资约5.3亿元建设黄山滨江东路12号酒店项目 黄山旅游公告，公司于2026年2月3日召开第九届董事会第十九次会议，审议通过了《关于投资建设黄山滨江东路12号酒店项目的议案》，同意公司投资建设 黄山滨江东路12号酒店项目，预计投资金额约为5.3亿元，资金来源为公司自筹资金。该项目位于黄山市中心政务区及商务区核心，总建筑面积79178.15平方 米，目前建筑主体已完成。公司将对既有建筑实施全面改造与品质升级，打造高端酒店。项目建设周期预计为24个月，静态投资回收期为16.14年。 杭电股份：公司股票价格短期涨幅较大 存在交易风险 杭电股份公告称，公司股票价格短期涨幅较大，2026年1月30日至2月3日，公司股票已连续3个交易日以涨停价收盘，公司股票价格涨幅累计达32.97%，显 著高于同行业上市公司。公司最新滚动市盈率为负，市盈率绝对值远高于同行业。公司预计2025年年度实现归属于上市公司股东的净利润-30,000万元左 右，存在经营业绩下降风险。公司特别提醒投资者注意二级市场交易风险，理性决策，审慎投资。 旭光电子：拟定增募资不超过1 ...

Group 1 - Fulin Precision's subsidiary Jiangxi Shenghua invested 270 million yuan to establish a joint venture for a 500,000-ton ferrous oxalate project, with a total investment of 1.5 billion yuan expected to be completed by September 30, 2026 [1] - Xuguang Electronics plans to raise up to 1 billion yuan through a private placement to fund high-voltage vacuum arc extinguishing chamber expansion and other projects [2] - Minexplosion Optoelectronics intends to acquire 100% equity of Xiazhi Precision, with the transaction subject to shareholder and regulatory approvals [3] Group 2 - Shangluo Electronics' controlling shareholder plans to reduce his stake by up to 3% due to personal financial needs [4] - Babi Food reported a 1.3% decline in net profit for 2025, despite an 11.22% increase in revenue [5] - Pengding Holdings' subsidiary acquired industrial land in Huai'an for 66.14 million yuan [6] Group 3 - Zhuoyue New Energy's net profit for 2025 increased by 14.16%, despite a 17.43% decline in revenue [7] - Zhongyuan Media's net profit grew by 30.99% in 2025, with revenue decreasing by 5.13% [8] - Huangshan Tourism plans to invest approximately 530 million yuan in a hotel project with a 24-month construction period [9] Group 4 - *ST Jinling's restructuring plan was approved by the court, which may improve the company's financial situation [11] - Jichuan Pharmaceutical's subsidiary paid 80 million yuan for exclusive commercialization rights of a drug [12] - Pilin Bio's subsidiary received a notice for the acceptance of a drug supplement application [13] Group 5 - Nepe Mining terminated its investment in Swiss Veritas Resources AG due to changes in conditions [14] - Jinhui Wine announced a cash dividend of 0.20 yuan per share for the first three quarters of 2025 [15] - Hualan Biological's clinical trial for a new drug received approval for an additional indication [16] Group 6 - Industrial Fulian reported a total of 247 million yuan spent on share buybacks as of January 31, 2026 [17] - Yitong Century was pre-selected for a 107 million yuan project with China Tower [18] - Wanfeng Co. noted uncertainty in future price changes for disperse dyes [19] Group 7 - Bibet's clinical trial application for a new drug was approved by the National Medical Products Administration [21] - Chengbang Co. signed new project contracts worth 40.03 million yuan in Q4 2025 [22] - *ST Hengji received a court ruling for a performance compensation of 175 million yuan [23] Group 8 - Jihua Group is planning a change in control, leading to continued stock suspension [24] - Ningbo Port expects a container throughput of 5.03 million TEUs in January 2026, a 9.5% increase [25] - Hengli Petrochemical's actual controller increased his stake by 3.3 million shares [26] Group 9 - Hongfuhan signed a sales contract worth 480 million yuan with Guangdong Quanxiang [27] - All New Good's shareholder lifted a judicial freeze on 4.36% of the company's shares [28] - Changchun High-tech's subsidiary's clinical trial application for a new drug was accepted [29] Group 10 - Xingqi Eye Medicine's clinical trial for a new drug entered the first/second phase [31] - Hanma Technology reported a 140.04% increase in new energy heavy truck production in January 2026 [32] - Hengfeng Paper plans to invest 349 million yuan in a new green printing project [33] Group 11 - Zhifei Biological's mRNA vaccine for shingles received clinical trial approval [34] - Yutong Bus reported a 15.35% decrease in production in January 2026 [35] - StarNet Ruijie plans to sign a lease contract with an affiliate for a total rent of up to 110 million yuan [36] Group 12 - Hacheng Bonda's director completed a 0.97% share reduction [37] - Hendi Pharmaceutical's application for a new drug was approved [38] - Xinhua Medical's subsidiary received a medical device registration certificate [40] Group 13 - Yaokang Bio reported a 31.49% increase in net profit for 2025 [41] - Gaotie Electric reported a 14.02% increase in net profit for 2025 [42]

报告期归属于上市公司股东的净利润13.49亿元，同比增长30.99%，主要原因：2024年12月，根据财政 部、国家税务总局、中央宣传部发布的《关于文化体制改革中经营性文化事业单位转制为企业税收政策 的公告》(2024年第20号)，公司所属出版、图书发行单位自2024年至2027年继续享受企业所得税免征政 策。为此，公司所属出版、图书发行单位2024年冲回2023年度确认的递延所得税资产2.27亿元，由此增 加所得税费用2.27亿元，形成2024年报告期损益的一次性调整，减少2024年归属于上市公司股东的净利 润2.27亿元；2025年度没有该因素影响。 格隆汇2月3日丨中原传媒(000719.SZ)公布2025年度业绩快报，报告期公司经营稳健，实现营业总收入 93.51亿元，同比下降5.13%；实现营业利润14.50亿元，同比增长9.09%；利润总额14.50亿元，同比增长 9.48%；归属于上市公司股东的净利润13.49亿元，同比增长30.99%;扣除非经常性损益后的归属于上市 公司股东的净利润13.22亿元，同比增长5.76%。基本每股收益1.32元，同比增长30.69%。 ...

公告称，2024年12月，根据财政部、国家税务总局、中央宣传部发布的《关于文化体制改革中经营性文 化事业单位转制为企业税收政策的公告》(2024年第20号)，公司所属出版、图书发行单位自2024年至 2027年继续享受企业所得税免征政策。为此，公司所属出版、图书发行单位2024年冲回2023年度确认的 递延所得税资产2.27亿元，由此增加所得税费用2.27亿元，形成2024年报告期损益的一次性调整，减少 2024年归属于上市公司股东的净利润2.27亿元;2025年度没有该因素影响。 智通财经APP讯，中原传媒(000719.SZ)披露2025年度业绩快报，公司实现营业总收入93.51亿元，同比 下降5.13%;实现营业利润14.50亿元，同比增长9.09%;利润总额14.50亿元，同比增长9.48%;归属于上市 公司股东的净利润13.49亿元，同比增长30.99%;扣除非经常性损益后的归属于上市公司股东的净利润 13.22亿元，同比增长5.76%。基本每股收益1.32元。 ...

每经AI快讯，2月3日，中原传媒（000719）(000719.SZ)公告称，2025年度实现营业总收入93.51亿元， 同比下降5.13%；归属于上市公司股东的净利润13.49亿元，同比增长30.99%。 ...

智通财经APP讯，中原传媒(000719.SZ)披露2025年度业绩快报，公司实现营业总收入93.51亿元，同比 下降5.13%;实现营业利润14.50亿元，同比增长9.09%;利润总额14.50亿元，同比增长9.48%;归属于上市 公司股东的净利润13.49亿元，同比增长30.99%;扣除非经常性损益后的归属于上市公司股东的净利润 13.22亿元，同比增长5.76%。基本每股收益1.32元。 公告称，2024年12月，根据财政部、国家税务总局、中央宣传部发布的《关于文化体制改革中经营性文 化事业单位转制为企业税收政策的公告》(2024年第20号)，公司所属出版、图书发行单位自2024年至 2027年继续享受企业所得税免征政策。为此，公司所属出版、图书发行单位2024年冲回2023年度确认的 递延所得税资产2.27亿元，由此增加所得税费用2.27亿元，形成2024年报告期损益的一次性调整，减少 2024年归属于上市公司股东的净利润2.27亿元;2025年度没有该因素影响。 ...

格隆汇2月3日｜中原传媒发布业绩快报，2025年度实现营业总收入93.51亿元，同比下降5.13%；净利润 13.49亿元，同比增长30.99%。报告期内公司经营稳健，实现营业总收入93.51亿元，同比下降5.13%； 实现营业利润14.5亿元，同比增长9.09%；利润总额14.5亿元，同比增长9.48%；归属于上市公司股东的 净利润13.49亿元，同比增长30.99%；扣除非经常性损益后的归属于上市公司股东的净利润13.22亿元， 同比增长5.76%。基本每股收益1.32元，同比增长30.69%。 ...

证券代码：000719 证券简称：中原传媒 公告编号：2026-001 中原大地传媒股份有限公司 报告期公司经营稳健，实现营业总收入93.51亿元，同比下降 5.13%；实现营业利润14.50亿元，同比增长9.09%；利润总额14.50 亿元，同比增长9.48%；归属于上市公司股东的净利润13.49亿元，同 比增长30.99%;扣除非经常性损益后的归属于上市公司股东的净利润 13.22亿元，同比增长5.76%。基本每股收益1.32元，同比增长30.69%。 2025 年度业绩快报 本公司及董事会全体成员保证公告内容真实、准确和完整,没有虚假记 载、没有误导性陈述或重大遗漏。 特别提示：本公告所载2025年度的财务数据仅为初步核算数据， 未经会计师事务所审计，与年度报告中披露的最终数据可能存在差 异，请投资者注意投资风险。 一、2025年度主要财务数据和指标 单位：万元 | 项 目 | 本报告期 | 上年同期 | 增减变动幅度（％） | | --- | --- | --- | --- | | 营业总收入 | 935,135.36 | 985,691.21 | -5.13 | | 营业利润 | 145,037.7 ...

Core Insights - The publishing sector experienced a rise of 1.52% on February 3, with notable gains from companies like Zhongwen Online, which led the sector with a 4.01% increase [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] Group 1: Stock Performance - Zhongwen Online (300364) closed at 31.91 with a gain of 4.01%, trading volume of 588,700 shares and a transaction value of 1.855 billion [1] - Ning Media (002181) saw a 3.25% increase, closing at 12.38 with a trading volume of 1,254,400 shares and a transaction value of 1.536 billion [1] - Other notable performers included Southern Media (601900) with a 2.68% increase, China Science Publishing (601858) up 2.27%, and Anhui New Media (601801) up 2.21% [1] Group 2: Market Flow - The publishing sector experienced a net outflow of 171 million from institutional investors, while retail investors saw a net inflow of 242 million [2] - The data indicates that retail investors were more active in the market, contrasting with the outflows from institutional and speculative funds [2] Group 3: Individual Stock Flows - Zhejiang Publishing (601921) had a net inflow of 10.2522 million from institutional investors, while it faced a net outflow of 11.2103 million from speculative funds [3] - Southern Media (601900) recorded a net inflow of 7.0367 million from institutional investors, with a significant outflow of 14.4210 million from speculative funds [3] - Retail investors contributed a net inflow of 738.43 million to Southern Media, indicating strong retail interest [3]

Investment Rating - The report maintains an "Outperform" rating for the media industry, indicating an expected increase of over 10% relative to the CSI 300 index in the next six months [1][37]. Core Insights - The report highlights a decrease in the allocation of public funds to media sector heavyweights, with a total market value of 40.569 billion yuan at the end of Q4 2025, down 31.70% from Q3 2025 [6][10]. - The gaming sector continues to see increased allocation, with a market value of 30.206 billion yuan, representing 74.46% of the total media sector allocation, marking a 1.14 percentage point increase [11][15]. - The report notes a concentration of investment in top gaming companies, with eight out of the top ten heavyweights being gaming firms, reflecting a high level of institutional interest [20][21]. Summary by Sections Heavyweight Stock Allocation - The allocation of public funds to media heavyweights has decreased, with a total market value of 40.569 billion yuan, down 188.25 billion yuan from Q3 2025, resulting in a 31.70% decline [6][10]. - The allocation ratio for the media sector is approximately 1.22%, down 0.56 percentage points from the previous quarter [10][11]. Gaming Sector Performance - The gaming sector's market value is 30.206 billion yuan, accounting for 74.46% of the total media allocation, with a 40.09% over-allocation ratio, the highest recorded [11][15]. - The top three heavyweights in the media sector are gaming, advertising, and film exhibition, with the gaming sector showing the most significant over-allocation [11][15]. Individual Company Focus - The top ten heavyweights in the media sector include major gaming companies such as Giant Network, Century Huatong, and Kaineng Network, with a notable shift in rankings from Q3 2025 [20][23]. - The report indicates a divergence in individual stock allocations, with some previously high-performing companies seeing reduced allocations, possibly due to profit-taking [35][36]. Investment Recommendations - The report suggests focusing on high-growth segments such as AI applications and gaming, which are expected to benefit from favorable policies and upcoming product launches in 2026 [35][36]. - Recommended companies for investment include 37 Interactive Entertainment, Perfect World, Kaineng Network, and others [35][36].