吉视传媒接近涨停，中国电影涨超8%，北京文化、捷成股份、天府文旅、华策影视等多股高开。 (本文来自第一财经) ...

公司最新毛利率为-126.14%，较上季度毛利率增加69.30个百分点。最新ROE为-27.30%。 公司摊薄每股收益为-0.33元。 2025年8月2日，北京文化(000802.SZ)发布2025年中报。 公司营业总收入为1.58亿元，较去年同报告期营业总收入增加1.50亿元，同比较去年同期上涨1944.24%。归母净利润为-2.33亿元。经营活动现金净流入为 6645.66万元，较去年同报告期经营活动现金净流入增加1.02亿元，实现2年连续上涨。 公司最新资产负债率为59.32%，较上季度资产负债率减少0.08个百分点。 公司最新总资产周转率为0.07次，较去年同期总资产周转率增加0.06次，同比较去年同期上涨2213.79%。最新存货周转率为2.96次，较去年同期存货周转率 增加2.96次，同比较去年同期上涨4.69万%。 公司股东户数为5.29万户，前十大股东持股数量为3.61亿股，占总股本比例为50.45%，前十大股东持股情况如下： | 序号 | 股东名称 | 持股 | | --- | --- | --- | | l | 富德生命人寿保险股份有限公司-传统 | 15.61 | | 2 | 青岛海发产 ...

Core Viewpoint - Beijing Culture reported significant revenue growth but continued to incur losses, indicating challenges in profitability despite increased sales [1] Financial Performance - Total revenue for the first half of 2025 reached 158 million yuan, a year-on-year increase of 1944.24% [1] - The net profit attributable to shareholders was -23.3 million yuan, a decline of 610.29% compared to the previous year [1] - In Q2 2025, total revenue was 59.78 million yuan, up 3837.81% year-on-year, while the net profit attributable to shareholders was -14.74 million yuan, an increase of 22.65% year-on-year [1] Profitability Metrics - Gross margin was -126.14%, down 254.5% year-on-year [1] - Net margin was -147.46%, an improvement of 65.26% year-on-year [1] - Earnings per share were -0.33 yuan, a decrease of 611.16% year-on-year [1] Cash Flow and Financial Health - Operating cash flow per share was 0.09 yuan, an increase of 286.17% year-on-year [1] - Cash and cash equivalents amounted to 116 million yuan, a 21.24% increase year-on-year [1] - The ratio of cash to current liabilities was only 11.73%, indicating potential liquidity concerns [2] Business Development - The company has several film and television projects in progress, including "封神第三部" and various other titles, indicating ongoing efforts to expand its content portfolio [3] - The company is actively exploring short drama production as part of its strategy to diversify and enhance operational performance [3]

险资方向，本期较上一季度新披露的险资投资者共计1个，即富德生命人寿保险股份有限公司-传统。本 期较上一季未再披露的养老金基金共计1个，即富德生命人寿保险股份有限公司。 2025年8月2日，北京文化(000802.SZ)发布2025年半年度报告。截至2025年8月01日，共有3个机构投资 者披露持有北京文化A股股份，合计持股量达1.96亿股，占北京文化总股本的27.37%。其中，机构投资 者包括富德生命人寿保险股份有限公司-传统、青岛海发产业投资控股有限公司、台州铭泰矿业有限公 司，机构投资者合计持股比例达27.37%。保持未变。 ...

Core Insights - Beijing's cultural industry achieved significant growth in the first half of the year, with total revenue reaching 12,429.5 billion yuan, a year-on-year increase of 13.2% [1] - The film "Nezha: Birth of the Demon Child" became a highlight, grossing over 15.9 billion yuan globally, ranking fifth in worldwide box office [1] - The cultural core sectors in Beijing generated a total revenue of 11,417.7 billion yuan, with a year-on-year growth of 14.1% [2] Revenue and Profit Growth - Cultural enterprises in Beijing reported operating income of 12,223.3 billion yuan, up 13.3% year-on-year, and total profit of 1,759.2 billion yuan, reflecting a 33.5% increase [1] - The cultural-related sectors achieved a total revenue of 1,011.8 billion yuan, with a year-on-year growth of 4.1% [2] Sector Performance - The five core cultural sectors, including news information services and content creation, saw revenue growth rates of 9.3%, 19.0%, 9.6%, 17.9%, and 1.3% respectively [2] - New cultural business models contributed significantly to growth, with these enterprises generating 8,808.8 billion yuan, a 15.9% increase, accounting for 72.1% of total cultural enterprise revenue [2] Consumer Trends - Experience-based consumption emerged as a highlight, with a surge in live performances and exhibitions, including a notable day where six large venues hosted concerts attracting over 100,000 attendees [2] - The Beijing International Film Festival and various large exhibitions contributed to a robust performance in cultural and entertainment services, with double-digit growth in box office revenues [3]

Mergers and Acquisitions - Sanan Optoelectronics plans to acquire 100% equity of Lumileds Holding B.V. in collaboration with foreign investor Inari Amertron Berhad for a cash consideration of $239 million [1] - Wehua New Materials intends to acquire controlling stake in Jiangsu Heyutai Chemical Co., with the specific acquisition ratio to be negotiated [2] - Cixing Co. has terminated its plan to acquire 75% of Shunyi Technology due to disagreements on commercial terms with some counterparties [3] Performance Disclosure - Zangge Mining reported a 38.80% year-on-year increase in net profit attributable to shareholders for the first half of 2025, with total revenue of 1.678 billion yuan, a decrease of 4.74% [4] - Beijing Culture recorded a net loss of 233 million yuan for the first half of 2025, despite a significant revenue increase of 1944.24% to 158 million yuan [5] - Rongbai Technology reported a net loss of 68.39 million yuan for the first half of 2025, with revenue of 6.248 billion yuan, down 9.28% year-on-year [6] Shareholding Changes - Yuxin Technology's controlling shareholder, Yuqin Hongtai, plans to reduce its stake by up to 1.50%, amounting to a maximum of 10.56 million shares [7] - Henghua Technology's shareholder, Chen Xianlong, intends to reduce his stake by up to 1.50%, equating to a maximum of 9 million shares [8] - Kangpeng Technology's shareholders plan to collectively reduce their stake by up to 5.89% of the company's total equity [9]

Mergers and Acquisitions - Sanan Optoelectronics plans to acquire 100% equity of Lumileds Holding B.V. for $239 million in cash, in collaboration with foreign investor Inari Amertron Berhad [1] - Wehua New Materials intends to acquire controlling stake in Jiangsu Heyutai Chemical Co., with the specific acquisition ratio to be negotiated [2] - Cixing Co. has decided to terminate the planned acquisition of 75% equity in Shunyi Technology due to disagreements on commercial terms with some counterparties [3] Performance Disclosure - Zangge Mining reported a 38.80% year-on-year increase in net profit attributable to shareholders, reaching 1.8 billion yuan, despite a 4.74% decline in revenue to 1.678 billion yuan for the first half of 2025 [4] - Beijing Culture experienced a net loss of 233 million yuan in the first half of 2025, despite a significant revenue increase of 1944.24% to 158 million yuan [5] - Rongbai Technology reported a net loss of 68.39 million yuan for the first half of 2025, with revenue declining by 9.28% to 6.248 billion yuan [6] Shareholding Changes - Yuxin Technology's controlling shareholder, Yuqin Hongtai, plans to reduce its stake by up to 1.50%, amounting to a maximum of 10.56 million shares [7] - Henghua Technology's shareholder, Chen Xianlong, intends to reduce his stake by up to 1.50%, equating to a maximum of 9 million shares [8] - Kangpeng Technology's shareholders, including Wuxi Yunhui and its concerted parties, plan to collectively reduce their stake by up to 5.89% of the total share capital [9]

Core Viewpoint - Beijing Culture (000802.SZ) reported significant revenue growth in the first half of 2025, but also faced substantial net losses [1] Financial Performance - The company achieved operating revenue of 158 million yuan, representing a year-on-year increase of 1,944.24% [1] - The net profit attributable to shareholders of the listed company was -233 million yuan [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was -244 million yuan [1] - The basic earnings per share were -0.3250 yuan [1]

智通财经APP讯，北京文化(000802.SZ)发布2025年半年度报告，该公司营业收入为1.58亿元，同比增长 1944.24%。归属于上市公司股东的净亏损为2.33亿元，同比扩大610.29%。归属于上市公司股东的扣除 非经常性损益的净亏损为2.44亿元，同比扩大576.57%。基本每股亏损为0.325元。 ...

转自：证券时报 人民财讯8月1日电，北京文化(000802)8月1日晚间披露半年度报告，公司2025年上半年实现营业收入为 1.58亿元，同比增长1944.24%；归母净利润亏损2.33亿元，上年同期亏损3275.21万元。 ...