证券之星消息，利欧股份发布业绩预告，预计2025年1-6月扣非后净利润盈利1.3亿元至1.8亿元。 公告中解释本次业绩变动的原因为： 2、2025年上半年，面对复杂多变的市场环境，公司机械制造业务板块坚定实施国际国内双循环发展战 略，在国际市场深度布局全球产业链，在国内市场加强业务纵深拓展，营收基本保持稳定，彰显出强劲 的业务韧性。 3、2025年上半年，公司数字营销业务板块持续优化客户结构，进一步加强信用控制体系建设，盈利能 力和现金流水平均有明显提升。 利欧股份2025年一季报显示，公司主营收入47.59亿元，同比下降1.69%；归母净利润1.08亿元，同比上 升145.39%；扣非净利润4076.24万元，同比上升1.23%；负债率40.99%，投资收益4928.94万元，财务费 用186.32万元，毛利率8.49%。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 1、2025年上半年，归属于上市公司股东的净利润扭亏为盈的主要原因系公司持有的理想汽车股票确认 的公允价值变动以及报告期出售的部分理想汽车股票合计确认的损益金额约 ...

Part I [Expected Performance for the Current Period](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E8%AE%A1%E6%83%85%E5%86%B5) The company forecasts H1 2025 net profit attributable to shareholders to be 350-450 million yuan, reversing last year's 744 million yuan loss, while core business profitability remains uncertain Key Performance Indicators for H1 2025 Performance Forecast | Item | Current Reporting Period (Jan 1 - Jun 30, 2025) | Prior Year Same Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders** | Profit: 350 million – 450 million yuan | Loss: 743.922 million yuan | | **Net Profit After Deducting Non-Recurring Gains/Losses** | Profit: 130 million – 180 million yuan | Profit: 145.585 million yuan | | **Basic Earnings Per Share** | Profit: 0.0517 – 0.0665 yuan/share | Loss: 0.1099 yuan/share | [Communication with Accounting Firm](index=1&type=section&id=%E4%BA%8C%E3%80%81%E4%B8%8E%E4%BC%9A%E8%AE%A1%E5%B8%88%E4%BA%8B%E5%8A%A1%E6%89%80%E6%B2%9F%E9%80%9A%E6%83%85%E5%86%B5) The performance forecast's financial data remains unaudited, pending final confirmation of accuracy - The financial data related to this performance forecast has not been audited by an auditing firm[3](index=3&type=chunk) [Explanation of Performance Changes](index=1&type=section&id=%E4%B8%89%E3%80%81%E4%B8%9A%E7%BB%A9%E5%8F%98%E5%8A%A8%E5%8E%9F%E5%9B%A0%E8%AF%B4%E6%98%8E) The turnaround to profitability is primarily driven by 155 million yuan in investment gains from Li Auto shares, while core businesses like machinery manufacturing and digital marketing show stable operations - Net profit attributable to shareholders for H1 2025 turned profitable, primarily due to fair value changes and disposal of Li Auto shares, totaling approximately **207 million yuan** in recognized gains/losses, with a positive impact on net profit of approximately **155 million yuan** (classified as non-recurring gains/losses)[4](index=4&type=chunk) - In the same period last year, the impact of Li Auto share investment on net profit attributable to shareholders was **-952 million yuan**, which was the primary cause of the loss[4](index=4&type=chunk) - The machinery manufacturing business segment maintained largely stable revenue in a complex market environment through its 'dual circulation' strategy (international and domestic)[5](index=5&type=chunk) - The digital marketing business segment achieved significant improvements in profitability and cash flow by optimizing customer structure and strengthening credit control[5](index=5&type=chunk) [Other Relevant Information](index=2&type=section&id=%E5%9B%9B%E3%80%81%E5%85%B6%E4%BB%96%E7%9B%B8%E5%85%B3%E8%AF%B4%E6%98%8E) The company emphasizes this performance forecast is a preliminary estimate, with final data in the 2025 semi-annual report, advising investor caution - This performance forecast is a preliminary estimate by the company's finance department; specific financial data will be based on the company's 2025 semi-annual report[6](index=6&type=chunk)

Group 1 - The core index of the cultural industry, the China Securities Cultural Industry Index, closed at 1881.59 points, showing mixed performance among the three major A-share indices [1] - The China Securities Cultural Industry Index has increased by 4.85% in the past month, 16.46% in the past three months, and 11.27% year-to-date [2] - The index includes companies involved in various cultural sectors such as news publishing, broadcasting, cultural arts, and creative services, reflecting the overall performance of listed companies in the cultural industry [2] Group 2 - The top ten weighted companies in the index include Focus Media (10.15%), Giant Network (5.14%), and Kaiying Network (4.98%), among others [2] - The index's holdings are primarily listed on the Shenzhen Stock Exchange (77.41%) and the Shanghai Stock Exchange (22.59%) [2] - The industry composition of the index shows that communication services account for 95.23%, consumer discretionary for 3.18%, and industrials for 1.59% [2] Group 3 - The index samples are adjusted semi-annually, with adjustments occurring on the next trading day after the second Friday of June and December [3] - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [3] - Companies that are delisted or undergo mergers, acquisitions, or splits are handled according to specific calculation and maintenance guidelines [3]

Group 1 - The core index of the cultural and entertainment sector, the CSI Cultural and Entertainment Media Index, has shown a mixed performance with a recent increase of 0.32%, closing at 838.13 points and a trading volume of 24.477 billion yuan [1] - Over the past month, the CSI Cultural and Entertainment Media Index has risen by 4.00%, 3.36% over the last three months, and 7.93% year-to-date [1] - The index includes companies involved in video, live streaming, gaming, film, IPTV/OTT, digital publishing, digital marketing, online education, and event performances, reflecting the overall performance of listed companies in the cultural, entertainment, and media sectors [1] Group 2 - The top ten weighted stocks in the CSI Cultural and Entertainment Media Index include: Focus Media (10.22%), China Duty Free Group (8.17%), Giant Network (4.54%), Kaiying Network (4.46%), Kunlun Wanwei (3.92%), 37 Interactive Entertainment (3.91%), Light Media (3.89%), Shenzhou Taiyue (3.42%), Leo Group (3.16%), and BlueFocus Communication Group (3.12%) [1] - The market distribution of the index holdings shows that 73.62% are from the Shenzhen Stock Exchange and 26.38% from the Shanghai Stock Exchange [1] Group 3 - The industry composition of the index holdings indicates that communication services account for 87.58%, consumer discretionary for 11.15%, and information technology for 1.27% [2] - The index samples are adjusted biannually, with adjustments implemented on the next trading day following the second Friday of June and December each year [2] - In special circumstances, the index may undergo temporary adjustments, such as when a sample company is delisted or undergoes mergers, acquisitions, or splits [2] Group 4 - Public funds tracking the cultural and entertainment sector include the Huaxia CSI Cultural and Entertainment Media ETF [3]

Core Points - The actual controller of the company, Mr. Wang Xiangrong, has pledged part of his shares in the company [2] - The pledged shares amount to 3,500,000 shares, which represents 5.49% of his total holdings and 0.52% of the company's total shares [2] - The pledge is not for the purpose of selling shares and is set to expire on July 2, 2025 [2] Summary of Share Pledge Situation - As of the announcement date, the cumulative pledged shares by the actual controller and his concerted actors are as follows: - Mr. Wang Xiangrong holds 63,738,703.33 shares, with 25,350,000 shares pledged, accounting for 39.7% of his holdings [2] - Mr. Wang Zhuangli holds 50,390,381.9 shares, with 25,000,000 shares pledged, accounting for 49.61% of his holdings [2] - The total pledged shares amount to 114,129,085.2 shares, which is 16.85% of the total shares [2] - There are no frozen shares held by the actual controller and his concerted actors [2]

利欧集团股份有限公司 证券代码：002131 证券简称：利欧股份 公告编号：2025-031 利欧集团股份有限公司 关于公司为全资子公司提供担保的公告 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、担保情况概述 2025 年 4 月 26 日召开的利欧集团股份有限公司（以下简称"公司"）第七 届董事会第十次会议及 2025 年 5 月 23 日召开的公司 2024 年度股东大会审议通 过了《关于 2025 年度授信规模及担保额度的议案》，同意公司为纳入合并报表 范围的全资、控股子公司提供的担保不超过 85.23 亿元人民币。具体内容详见公 司 2025 年 4 月 29 日刊登于《中国证券报》、《上海证券报》、《证券时报》、 《证券日报》和巨潮资讯网（http://www.cninfo.com.cn）的《关于 2025 年度担保 额度的公告》（公告编号：2025-014）。 近日，公司与兴业银行股份有限公司台州温岭支行（以下简称"兴业银行温 岭支行"）签署了两份《最高额保证合同》。公司分别为公司全资子公司利欧集 团浙江泵业有限公司（以下简称"浙江泵业"） ...

利欧集团股份有限公司 证券代码：002131 证券简称：利欧股份 公告编号：2025-032 利欧集团股份有限公司 关于股东股份质押的公告 截至公告披露日，实际控制人及其一致行动人累计质押股份情况如下： | | | 持股 | 本次变动前 | 本次变动后 | 占其所 | 占公 司总 | 已质押股份情况 已质押股 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名称 | 持股数量 | 比例 | 累计质押股 | 累计质押股 | 持股份 | 股本 | 份限售和 | 占已质 | 未质押股 | 占未质 | | | （万股） | | 份数量（万 | 份数量（万 | 比例 | | | 押股份 | 份限售和 | 押股份 | | | | （%） | 股） | 股） | （%） | 比例 | 冻结、标 | 比例 | 冻结数量 | 比例 | | | | | | | | （%） | 记数量 | | | | | 王相荣 | 63,738.7033 | 9.41 | 25,350 | 28,850 | 45.26 ...

Core Viewpoint - Liou Co., Ltd. has launched its first MCP application, "Pangu Engine - Pangu Optimization Assistant," which is designed for programmatic advertising and enhances human-machine collaboration in advertising operations [2][3]. Group 1: MCP Application Launch - The "Pangu Engine - Pangu Optimization Assistant" integrates MCP Server, MCP Host, and MCP Client, specifically tailored for programmatic advertising scenarios [2][3]. - MCP (Model Context Protocol) is a protocol for managing and coordinating context in large language models (LLMs), improving reasoning and decision-making capabilities [2]. Group 2: Development and Integration - Liou Digital introduced MCP services in April 2023, providing API support to bridge large language models and AI agents [3]. - The "Pangu Engine - Pangu Optimization Assistant" marks the beginning of a comprehensive intelligent transformation of self-developed programmatic advertising tools [3]. Group 3: Future Enhancements - In July 2023, Liou Digital plans to gradually open more MCP tool capabilities based on frontline business department needs, aiming to enhance human-machine collaboration in advertising operations [4]. - The company aims to accelerate the intelligent transformation of the programmatic advertising market by establishing a unified protocol standard [4].

Core Insights - Liou Co., Ltd. has launched the first MCP (Model Context Protocol) service in the advertising industry, marking a significant step in the integration of AI and marketing [2] - The MCP service has demonstrated practical value and amplification effects of AI across the entire advertising marketing chain [2] Group 1: AI-Driven Marketing Efficiency - Since the launch of the MCP service, Liou Digital has accelerated system transformation around core products like "AI Creative Factory" and "AI Ad Trader," enabling comprehensive penetration of AI in advertising creativity, placement, and optimization [3] - During the recent "6·18" shopping festival, the combination of MCP service and AI Agent increased daily creative output from an average of 150 sets to over 20,000 sets, with 98% passing media review on the first attempt, significantly enhancing conversion efficiency [3] - The AI Ad Trader improved programmatic trading execution from hourly to second-level, performing over 1,200 operations per second, with peak daily human-machine collaboration operations exceeding 2 million [3] Group 2: Supportive Core Systems - The rapid implementation of the MCP service is supported by three core modules: identity authentication and security system, programmatic advertising intelligence hub, and enterprise system integration engine [4] - The MCP employs OAuth standard protocol and TLS encryption for multi-dimensional identity verification, detailed permission management, and operational auditing, ensuring trustworthy data interaction between enterprises and AI [4] - The programmatic advertising intelligence hub covers the entire process from placement management to data analysis, allowing real-time monitoring and automatic optimization of advertising strategies by AI Agents [4] Group 3: Standardization and Ecosystem Development - As the MCP service enters the operational phase, Liou Co., Ltd. is also advancing standardization and ecosystem development [5] - The company is collaborating with the China Advertising Association and the China Business Advertising Association to promote industry standards based on the MCP protocol, facilitating the normalization and scaling of AI applications in advertising [5] - Liou Digital has opened an "Intelligent Agent Plaza" to over 1,500 internal employees, fostering a mechanism for mutual growth between AI and human capabilities, and building a talent pool with practical AI skills [5] Group 4: Industry Transformation - The CEO of Liou Co., Ltd. stated that AI technology is profoundly changing the advertising industry, and the company aims to provide smarter, more efficient, and more open digital marketing solutions through continuous technological innovation and ecosystem development [6] - Industry experts believe that the large model and AI Agent technology's accelerated implementation, along with the MCP service's scalable application and standardization exploration, may provide replicable and promotable models for the industry, aiding more enterprises in embracing AI-driven transformation [6]

Core Viewpoint - The company has approved an adjustment to the exercise price of its stock option incentive plan due to the implementation of the 2024 annual equity distribution plan, ensuring compliance with relevant regulations and protecting shareholder interests [1][2]. Group 1 - The seventh meeting of the seventh supervisory board of the company was held on June 19, 2025, with all three supervisors present, meeting legal and procedural requirements [1]. - The supervisory board unanimously approved the proposal to adjust the exercise price of the 2022 stock option incentive plan from 1.52 yuan per share to 1.49 yuan per share [2]. - The adjustment of the exercise price is in accordance with the "Management Measures for Equity Incentives of Listed Companies" and falls within the authorization granted to the board of directors at the company's second extraordinary general meeting in 2022 [2].