Core Viewpoint - The publishing sector experienced a notable increase of 2.53% on January 29, with major gains led by Yue Media, while the Shanghai Composite Index rose by 0.16% and the Shenzhen Component Index fell by 0.3% [1] Group 1: Market Performance - The closing price of Yue Media reached 11.81, marking a significant increase of 9.96% with a trading volume of 1.1611 million shares and a transaction value of 1.338 billion [1] - Century Tianhong closed at 12.71, up by 7.44%, with a trading volume of 591,900 shares and a transaction value of 754 million [1] - The overall net inflow of funds in the publishing sector was 574 million, while retail investors saw a net outflow of 288 million [1] Group 2: Individual Stock Performance - Yue Media had a net inflow of 367 million, accounting for 27.47% of the total, while retail investors had a net outflow of 205 million [2] - Chinese Online reported a net inflow of 11.8 million, with a net outflow of 39.45 million from retail investors [2] - The stock of Honor Culture saw a net inflow of 23.77 million, with retail investors experiencing a net outflow of 1.782 million [2]

Group 1 - The sports industry concept is experiencing a significant rise, with companies such as Gongchuang Turf, Shenguang Group, Zhongti Industry, Zhejiang Nature, and Guangdong Media hitting the daily limit up [1] - Other companies like Liujin Technology, Banachian Cheng, Jinling Sports, Lisheng Sports, Xinghui Entertainment, and Shuhua Sports are also seeing increases in their stock prices [1]

Group 1 - The sports industry concept experienced a significant rise on January 29, with multiple companies reaching their daily limit up [1] - Companies such as Co-Creation Turf (605099), Provincial Advertising Group (002400), China Sports Industry (600158), Zhejiang Nature (605080), and Guangdong Media (002181) all hit the daily limit up [1] - Other companies that saw gains include Liujin Technology, Baiana Qicheng (300291), Jinling Sports (300651), Lisheng Sports (002858), Xinghui Entertainment (300043), and Shuhua Sports (605299) [1]

-证券代码：002181 证券简称：粤传媒 公告编号：2026-003 广东广州日报传媒股份有限公司 关于限售股份解除限售的提示性公告 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。 特别提示： 1. 本次解除限售股份为公司首次公开发行前已发行股份，限售股份实际可上市流通数量 16,923股，占公司总股本的0.0015%； 一、股票发行及上市基本情况 （一）首次公开发行股份情况 经中国证券监督管理委员会证监发行字[2007]361号文核准，广东广州日报传媒股份有限公 司（以下简称"公司"或"本公司"）于2007年11月首次公开发行70,000,000股人民币普通股（A 股），其中50,000,000股向公司控股股东和原公司代办股份转让系统流通股股东同比例定向配售， 该等股东放弃以及未获配售的定向配售部分由承销团包销。其余20,000,000股向社会公众公开 发行，其中，网上向社会公众投资者定价发行数量为16,000,000股，网下向询价对象配售（简 称"网下配售"）4,000,000股（网下配售对象的获配股票4,000,000股于公司股票上市之日即2007 年 ...

东方证券股份有限公司 关于广东广州日报传媒股份有限公司 首次公开发行前已发行部分限售股 解除限售并上市流通的核查意见 东方证券股份有限公司（以下简称"东方证券"或"保荐机构"），作为广 东广州日报传媒股份有限公司（以下简称"粤传媒"或"公司"）首次公开发行 股票并上市的保荐机构，根据《证券发行上市保荐业务管理办法》《深圳证券交 易所股票上市规则》《深圳证券交易所上市公司自律监管指引第1号——主板上 市公司规范运作》《深圳证券交易所上市公司自律监管指引第13号——保荐业务》 等有关规定，对粤传媒首次公开发行前已发行部分限售股解除限售并上市流通事 项进行了核查，发表核查意见如下： 一、股票发行及上市基本情况 （一）首次公开发行股份情况 经中国证券监督管理委员会证监发行字[2007]361号文核准，广东广州日报 传媒股份有限公司于2007年11月首次公开发行70,000,000股人民币普通股（A 股），其中50,000,000股向公司控股股东和原公司代办股份转让系统流通股股东 同比例定向配售，该等股东放弃以及未获配售的定向配售部分由承销团包销。其 余20,000,000股向社会公众公开发行，其中，网上向社会公众投资 ...

Group 1 - The publishing sector experienced a decline of 0.89% on January 27, with major losses from Guangdong media companies [1] - The Shanghai Composite Index closed at 4139.9, up 0.18%, while the Shenzhen Component Index closed at 14329.91, up 0.09% [1] - Notable individual stock performances included Chinese Online (300364) with a closing price of 32.23, up 1.45%, and Inner Mongolia Xinhua (603230) at 12.58, up 0.96% [1] Group 2 - The publishing sector saw a net outflow of 312 million yuan from institutional investors, while retail investors contributed a net inflow of 243 million yuan [2] - The top individual stock performers in terms of net inflow included Zhongyuan Media (000719) with a net inflow of 10.42 million yuan from institutional investors [3] - The overall trading volume for the publishing sector was significant, with Chinese Online achieving a transaction amount of 2.443 billion yuan [1]

Core Viewpoint - The publishing sector experienced an overall increase of 0.94% on January 23, with Century Tianhong leading the gains. The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1]. Group 1: Stock Performance - Century Tianhong (300654) closed at 11.48, up 6.79% with a trading volume of 502,500 shares and a transaction value of 590 million yuan [1]. - Rongxin Culture (301231) closed at 40.55, up 4.92% with a trading volume of 105,600 shares and a transaction value of 418 million yuan [1]. - Southern Media (601900) closed at 16.12, up 3.73% with a trading volume of 386,500 shares and a transaction value of 609 million yuan [1]. - Guomai Culture (301052) closed at 42.28, up 3.02% with a trading volume of 82,400 shares and a transaction value of 34.6 million yuan [1]. - Chinese Online (300364) closed at 32.79, up 2.12% with a trading volume of 1,057,800 shares and a transaction value of 34.65 million yuan [1]. Group 2: Capital Flow - The publishing sector saw a net inflow of 55.35 million yuan from institutional investors, while retail investors experienced a net outflow of 95.80 million yuan [2]. - The main capital inflow was led by Chinese Online (300364) with a net inflow of 1.34 billion yuan from institutional investors, despite a net outflow of 1.44 billion yuan from retail investors [3]. - Southern Media (601900) had a net inflow of 54.21 million yuan from institutional investors, but also saw a net outflow of 38.15 million yuan from retail investors [3].

Market Overview - The publishing sector experienced a decline of 0.73% on January 21, with China National Publishing leading the drop [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] Individual Stock Performance - Key stocks in the publishing sector showed varied performance, with Guangdong Media (002181) rising by 3.75% to close at 11.61, and ST Huawen (000793) increasing by 3.15% to 2.62 [1] - Conversely, China National Publishing (601858) fell by 2.85% to 20.45, and Xinhua Wenhui (601811) decreased by 2.37% to 14.85 [2] Trading Volume and Capital Flow - The total trading volume for the publishing sector indicated a net outflow of 254 million yuan from institutional investors, while retail investors saw a net inflow of 185 million yuan [2] - The trading volume for Guangdong Media reached 21 million yuan, while the total trading volume for the sector was significant, reflecting active market participation [1][2] Capital Inflow Analysis - Among individual stocks, Zhongyuan Media (000719) saw a net inflow of 8.36 million yuan from institutional investors, while ST Huawen (000793) had a net inflow of 5.08 million yuan [3] - In contrast, several stocks like New Classics (603096) and City Media (600229) experienced net outflows from institutional investors, indicating a shift in investor sentiment [3]

Core Viewpoint - The A-share market saw a strong performance in the sports industry stocks, driven by the U23 national football team's historic victory over Vietnam, which led to their first-ever advancement to the Asian Cup finals [1] Group 1: Market Performance - Jinling Sports surged over 14%, while Palm Holdings and Shuhua Sports hit the daily limit of 10% [1] - Other notable performers included Gongchuang Turf and Sanbai Shuo, both rising over 7%, and Zhongti Industry, which increased nearly 7% [1] - Zhujiang Shares and Tongda Chuangzhi also saw gains of over 4% [1] Group 2: National Team Achievement - The U23 national team defeated Uzbekistan in a penalty shootout in the quarter-finals and won against Vietnam 3-0 in the semi-finals, maintaining a clean sheet throughout the tournament [1] - The final match will be against Japan's U23 team, which narrowly defeated South Korea 1-0 in the other semi-final [1] - Coach Antonio highlighted the tactical changes made during the match and acknowledged the strength of the Japanese team, expressing determination to compete fiercely [1]

Summary of Key Points from Conference Call Records Industry Overview - The chemical industry has experienced a "global price surge" in the past month, with major companies like BASF, Dow, and Huntsman implementing price increases across Europe, Asia, and the Middle East [1][1][1] - Significant price increases have been noted for certain chemical products, with propylene oxide prices rising by 7.9% week-over-week [2][2][2] Companies Mentioned - Companies involved in the chemical sector include: - Xinxiang Chemical Fiber - Cangzhou Dahua - Weiyuan Co. - Shandong Heda - Hongbaoli - Hongbai New Materials - Red Wall Co. - Zhongyida - Zanyu Technology - China National Chemical - Jiangtian Chemical - Meibang Technology [2][2][2] Core Insights and Arguments - The recent price increases in the chemical market are attributed to a combination of supply chain pressures and increased demand for chemical products globally [1][1][1] - The government has introduced new policies to support urban renewal and stimulate the economy, which may further impact the demand for chemical products [2][2][2] Additional Important Information - The National Energy Administration reported that national electricity load has reached a historical winter high, exceeding 1.4 billion kilowatts for the first time, indicating strong energy demand [2][2][2] - The investment in new power systems is expected to grow significantly, with a projected 40% increase in investment during the 14th Five-Year Plan period [2][2][2] - The chemical industry is likely to benefit from these macroeconomic trends, as increased urban development and energy demands will drive further consumption of chemical products [1][1][1]