证券日报网讯天威视讯7月31日在互动平台回答投资者提问时表示，公司是有线网络运营商，主营业务 是传输直播频道、视频节目等，届时如有中央台、地方卫视转播世界杯足球赛事，可通过订购公司节目 产品收看。 （文章来源：证券日报） ...

Core Viewpoint - Tianwei Video (002238.SZ) is expected to report a net loss of between 23.5 million and 33.5 million yuan for the first half of the year, a significant decline from a profit of 10.77 million yuan in the same period last year, reflecting challenges in traditional broadcasting business and intense market competition [1][2]. Financial Performance - The projected net loss for the first half of the year is between 23.5 million and 33.5 million yuan, compared to a profit of 10.77 million yuan in the previous year, indicating a year-on-year change of -318.19% to -409.19% [2]. - For the full year 2024, the company reported total revenue of 1.303 billion yuan, a decrease of 11.82% from the previous year, and a net profit of -2.8095 million yuan, down 102.25% from 12.50704 million yuan [2]. Business Challenges - The decline in performance is attributed to reduced revenue and profit from core businesses such as cable television, broadband, and transmission fees, as well as a decrease in income from building coverage projects due to the impact of the real estate industry [2][3]. - The number of cable digital television users decreased to 1.1589 million as of June 30, 2024, down by 96,600 from the end of 2023, reflecting a shrinking demand for digital television [3]. Market Environment - The broadband market in Shenzhen is highly saturated with intense competition, limiting the potential for new user growth and affecting overall revenue from broadband services [3]. - The company is attempting to pivot towards new growth areas, including 5G services, but faces challenges such as content homogenization, insufficient competitiveness, and a lack of operational experience [3][4]. Strategic Initiatives - Tianwei Video is working to establish its data center business as a core pillar, although the industry is undergoing a transition and has not yet achieved scale efficiency [4]. - In the cloud and big data sector, the company has made efforts in technology development and market promotion, but faces fierce competition from leading internet companies, resulting in difficulties in expanding its cloud and big data business [4].

Group 1 - Aishuo Co., Ltd. expects a net loss of 170 million to 280 million yuan for the first half of 2025, with a net loss of 410 million to 520 million yuan after excluding non-recurring gains and losses [1] - Changcheng Military Industry anticipates a net loss of 25 million to 29.5 million yuan for the first half of 2025, with a net loss of 35 million to 41 million yuan after excluding non-recurring gains and losses [1] - Changyuan Donggu expects a net profit of 155 million to 180 million yuan for the first half of 2025, representing a year-on-year increase of 62.65% to 88.88% [1] Group 2 - Beifang Navigation forecasts a net profit of 105 million to 120 million yuan for the first half of 2025, turning around from a loss of 74.2168 million yuan in the same period last year [3] - Xizi Clean Energy expects a net profit of 130 million to 180 million yuan for the first half of 2025, a decrease of 47.40% to 62.01% compared to the same period last year [4] - Tianbao Infrastructure anticipates a net profit of 90 million to 130 million yuan for the first half of 2025, representing a year-on-year increase of 1581.80% to 2329.27% [4] Group 3 - Taiping Bird expects a net profit of approximately 77.7 million yuan for the first half of 2025, a decrease of about 55% compared to the same period last year [6] - Xibu Chuangye forecasts a net profit of approximately 295 million yuan for the first half of 2025, an increase of 88.99% compared to the same period last year [8] - Zhengbang Technology expects a net profit of 190 million to 210 million yuan for the first half of 2025, a year-on-year increase of 249.03% to 264.72% [9] Group 4 - Songzhi Co., Ltd. anticipates a net profit of 140 million to 170 million yuan for the first half of 2025, representing a year-on-year increase of 53.58% to 86.49% [10] - Hailide expects a net profit of 280 million to 310 million yuan for the first half of 2025, a year-on-year increase of 47.65% to 63.47% [12] - Chenhua Co., Ltd. forecasts a net profit of 48.8176 million to 56.6284 million yuan for the first half of 2025, a year-on-year increase of 25% to 45% [13] Group 5 - Yuanlin Co., Ltd. expects a net loss of 68 million to 92 million yuan for the first half of 2025, with a net loss of 70 million to 95 million yuan after excluding non-recurring gains and losses [14] - Chuanhua Zhili anticipates a net profit of 500 million to 550 million yuan for the first half of 2025, representing a year-on-year increase of 72.78% to 90.06% [15] - Longyuan Technology expects a net profit of 26 million to 31 million yuan for the first half of 2025, a year-on-year increase of 116.61% to 158.26% [17] Group 6 - Jiangshan Co., Ltd. forecasts a net profit of 300 million to 360 million yuan for the first half of 2025, a year-on-year increase of 75.65% to 110.78% [32] - Ganli Pharmaceutical expects a net profit of 600 million to 640 million yuan for the first half of 2025, a year-on-year increase of 100.73% to 114.12% [33] - Zhongyan Chemical's subsidiary signed a 6.809 billion yuan mining rights transfer contract [35]

Group 1: Company Performance - Northern Rare Earth expects a net profit of 900 million to 960 million yuan for the first half of 2025, representing a year-on-year increase of 1882.54% to 2014.71% [1] - Muyuan Foods anticipates a net profit of 10.5 billion to 11 billion yuan for the first half of 2025, reflecting a year-on-year growth of 924.6% to 973.39% [2] - Hongta Securities projects a net profit of 651 million to 696 million yuan for the first half of 2025, indicating a year-on-year increase of 45% to 55% [3] Group 2: Business Developments - Dazhihui clarifies that it has not engaged in businesses related to "stablecoins," "virtual asset trading," or "cross-border payments," following a significant stock price fluctuation [4] - Bluetech announces a share transfer agreement where its actual controller will change, with the Ma'anshan Municipal Government becoming the actual controller after the transfer of 18% of shares [5] Group 3: Industry Trends - Jiangsu Electric Power reports a 5.01% year-on-year increase in electricity generation for the first half of 2025 [6] - Jin'an Guoji anticipates a non-recurring net profit growth of 4700% to 6300% for the first half of 2025 [6] - New Beiyang expects a non-recurring net profit growth of 650% to 720% for the first half of 2025 [6]

Group 1 - The company expects a significant decline in net profit attributable to shareholders, projecting a loss of between 23.5 million yuan and 41.1 million yuan, compared to a profit of 10.77 million yuan in the same period last year, representing a year-on-year change of -318.19% to -411.04% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses is expected to be a loss of between 36.55 million yuan and 57.25 million yuan, compared to a loss of 7.03 million yuan in the same period last year, indicating a year-on-year change of -420.20% to -572.49% [1] - Basic earnings per share are projected to be a loss of between 0.0293 yuan and 0.0417 yuan, compared to earnings of 0.0134 yuan per share in the same period last year, reflecting a year-on-year change of -318.66% to -411.19% [1] Group 2 - The primary reasons for the decline in net profit are attributed to intense market competition affecting revenue and profit from core businesses such as cable television, broadband, and transmission fees, as well as a decrease in revenue and profit from building coverage projects due to the impact of the real estate industry [2]

证券代码：002238 证券简称：天威视讯 公告编号：2025－032 本公司全体董事、监事、高级管理人员保证公告内容的真实、准确和完整， 并对公告中的虚假记载、误导性陈述或者重大遗漏承担责任。 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、本期业绩预计情况 1、业绩预告期间 2025 年 1 月 1 日至 2025 年 6 月 30 日。 2、预计经营业绩：净利润为负值 深圳市天威视讯股份有限公司 2025 年半年度业绩预告 | 项目 | 本报告期 | 上期同期 | | | | | | --- | --- | --- | --- | --- | --- | --- | | 亏损： | 2,350.00 | 万 元 至 | | | | | | 3,350.00 | 万元 | | | | | | | 归属于上市公司股东的净利润 | 盈利 | 1,077.04 | 万元 | | | | | 比上年同期变动：-318.19%至 | | | | | | | | -411.04% | | | | | | | | 亏损： | 3,655.00 | 万 元 至 | | ...

Core Viewpoint - Tianwei Vision (002238) is expected to report a significant net loss for the period from January 1, 2025, to June 30, 2025, with projections indicating a loss between 23.5 million to 33.5 million yuan, representing a drastic change compared to the previous year's profit of 10.77 million yuan [1] Financial Summary - The net profit attributable to shareholders is projected to be a loss of 23.5 million to 33.5 million yuan, marking a change of -318.19% to -411.04% compared to the same period last year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses is expected to be a loss of 36.55 million to 47.25 million yuan, reflecting a change of -420.20% to -572.49% year-on-year [1] - The basic earnings per share are anticipated to be a loss of 0.0293 yuan to 0.0417 yuan, which is a change of -318.66% to -411.19% compared to the previous year's earnings of 0.0134 yuan per share [1]

证券代码：002238 证券简称：天威视讯 公告编号：2025－031 深圳市天威视讯股份有限公司 2024 年年度权益分派实施公告 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。 深圳市天威视讯股份有限公司（以下简称"公司"或"本公司"）2024 年 年度权益分派方案已获 2025 年 5 月 13 日召开的公司 2024 年年度股东大会审议 通过。 公司 2024 年年度利润分配方案具体为：以公司现有总股本 802,559,160 股 为基数，向全体股东每 10 股派发现金股利 0.50 元（含税）。 本次实施的分配方案与公司 2024 年年度股东大会审议通过的分配方案一致。 本次实施分配方案距离公司股东大会审议通过的时间未超过 2 个月，自分配方案 披露至实施期间公司总股本未发生变化；若在分配方案实施前公司总股本由于股 份回购、再融资新增股份上市等原因而发生变化的，按照分配总额不变的原则对 分配比例进行调整；公司目前不存在回购账户。 现将权益分派事宜公告如下： 一、权益分派方案 本公司 2024 年年度权益分派方案为：以公司现有总股本 802,559,1 ...

二、收购深圳市天擎数字有限责任公司 70%股权暨关联交易的进展情况 公司与深圳广电集团签署了《股权转让协议》，天擎数字于近日完成上述收 购事项的工商变更登记手续，并取得深圳市市场监督管理局换发的《营业执照》。 深圳广电集团已将其所持有的天擎数字 70%股权过户至公司名下，天擎数字成为 公司控股子公司，纳入公司合并报表范围。 三、其他说明 证券代码：002238 证券简称：天威视讯 公告编号：2025－030 深圳市天威视讯股份有限公司 关于收购深圳市天擎数字有限责任公司 70%股权暨关联交易 的进展公告 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、收购深圳市天擎数字有限责任公司 70%股权暨关联交易情况概述 深圳市天威视讯股份有限公司（以下简称"公司"或"本公司"）于 2025 年 3 月 28 日召开第九届董事会第四次会议，在关联董事张育民、林杨、杨铠璠 回避表决的情况下，以 7 票同意、0 票反对、0 票弃权的表决结果，审议通过《关 于收购深圳市天擎数字有限责任公司 70%股权暨关联交易的议案》，同意公司以 现金 8,428.00 万元收购深圳广播 ...

Core Viewpoint - The active period of mergers and acquisitions in the capital market has seen state-controlled listed companies as major participants, with Tianwei Vision's acquisition of a 70% stake in Tianqing Digital marking the beginning of its "new investment" strategy [2][6]. Group 1: Company Overview - Tianwei Vision, established in 1995, has transitioned from a traditional cable TV operator to a smart broadcasting operator and smart city service provider, leveraging its fiber optic network across Shenzhen [3]. - The company holds the leading market share in Shenzhen's digital TV service and ranks among the top in broadband access services [3]. Group 2: Strategic Focus - Tianwei Vision is focusing on four new business areas: new infrastructure, new government-enterprise collaboration, new commercial ventures, and new cultural initiatives, aiming to build a diversified industrial layout [3][4]. - The company is actively involved in the construction of new information infrastructure and has launched several data centers, including the Shenshan Data Center, which has received recognition for its energy efficiency [4]. Group 3: Investment Strategy - The acquisition of Tianqing Digital is part of Tianwei Vision's broader strategy to explore opportunities in emerging industries such as computing power, artificial intelligence, and cultural technology [7][8]. - Tianqing Digital specializes in the "culture + technology" sector, providing customized services in content creation and virtual product delivery, which aligns with Tianwei Vision's goal to enhance its new cultural business segment [8].