Investment Rating - The industry rating is "Recommended" indicating a positive outlook for the sector [4]. Core Insights & Investment Recommendations - The report highlights the upcoming deadline for tariff negotiations, which may increase external trade uncertainties. However, there remains a cautious optimism regarding the substantive implementation of existing trade agreements [2][23]. - The film box office for the first half of 2025 reached 29.231 billion yuan, marking a 22.91% year-on-year increase and the best performance in six years. The top five films were all domestic productions, showcasing the resilience of domestic entertainment consumption and the strengthening of the content ecosystem [2][24]. - The report suggests focusing on investment opportunities in the following areas: 1) Hong Kong internet leaders, 2) the gaming industry, and 3) the film and cultural tourism sector, driven by consumption policies that promote recovery [3][24]. Summary by Sections Market Overview - In the week of June 30 to July 4, 2025, the Shanghai Composite Index rose by 1.4%, while the SW Media Index increased by 2.7%, ranking 6th among 31 industries [10][16]. Sub-industry Data Film Industry - The top three films for the week were "Jurassic World: Rebirth" with a box office of 18.175 million yuan, "Detective Conan: The Lone Eye's Residue" with 8.402 million yuan, and "F1: Speeding" with 7.569 million yuan [25][26]. Gaming Industry - The top three iOS games were "Honor of Kings," "Peacekeeper Elite," and "Delta Force," while the top three Android games were "Heartbeat Town," "Honkai: Star Rail," and "Staff Sword Legend" [25][26]. TV Series - The top three TV series based on broadcast index were "In the Name of the Law," "Splendid Blossoms," and "Book Roll Dream" [28][29]. Variety Shows & Animation - The top variety show was "Ha Ha Ha Ha Season 5," followed by "Run, Brother Season 9" and "New Rap 2025" [30]. The leading animation was "Cang Yuan Tu: The Beauty Award" [31].

Group 1 - Taotao Automotive expects a net profit of 310 million to 360 million yuan for the first half of 2025, representing a year-on-year increase of 70.34% to 97.81% [1] - The company specializes in the research, production, and sales of all-terrain vehicles, electric golf carts, electric scooters, electric balance bikes, electric bicycles, and their accessories [1] - China Communications Construction Company plans to repurchase shares worth between 500 million to 1 billion yuan, with a maximum repurchase price of 13.58 yuan per share [1][2] Group 2 - Annoqi's subsidiary received a government subsidy of 1.65 million yuan, accounting for 34.77% of the company's latest audited net profit [2] - Annoqi focuses on the research, production, and sales of mid-to-high-end differentiated dyes [3] - Minfeng Special Paper announced the complete shutdown of its Nanhu plant, as its Haiyan plant is now capable of handling the production capacity [4] Group 3 - Aoto Electronics received a trademark registration certificate from Saudi Arabia, covering various electronic products [5] - Landi Group plans to acquire up to 20.1667% of the shares of Jujia Technology for a total price not exceeding 121 million yuan [6][7] - Lifan Pharmaceutical's Danpi phenol raw material drug has been approved for market launch, utilizing a new process that enhances efficiency and meets market demand [8] Group 4 - Shanghai Construction received a total of 548 million yuan in government subsidies, which accounts for 22.79% of the company's latest audited net profit [8] - Wanbangde's subsidiary received ethical approval for a key clinical trial of a new drug for Alzheimer's disease [8] - Prolo Pharmaceutical's subsidiary received approval for the market launch of a new raw material drug for liver cancer treatment [9] Group 5 - Chenguang New Materials received a government subsidy of 26 million yuan, representing 62.86% of the company's latest audited net profit [10] - Sanyou Medical's subsidiary received a government subsidy of 331,000 yuan, accounting for 28.86% of the company's latest audited net profit [11] - Weichai Heavy Machinery expects a net profit of 132 million to 151 million yuan for the first half of 2025, reflecting a year-on-year increase of 40% to 60% [12] Group 6 - Guanhao Biological announced the termination of its application for a specific stock issuance [13] - China Film plans to use up to 1.5 billion yuan of idle funds for cash management [14] - Aotai Biological intends to use up to 480 million yuan of idle raised funds for cash management [15] Group 7 - Helin Micro-Nano is planning to issue overseas shares and list on the Hong Kong Stock Exchange [17] - Jinpan Technology's vice president resigned due to personal health reasons [18] - Tongyi Zhong's chairman and general manager plan to reduce their shareholdings in the company [19] Group 8 - Naipu Mining signed an overseas contract worth 18.85 million USD [21] - Zhengye Technology completed an asset sale transaction worth 178 million yuan [23] - Lianxin Equipment won a bid for a project worth 157 million yuan from BOE [24] Group 9 - Smart Control plans to apply for a comprehensive credit line of up to 260 million yuan from banks [25] - Keyuan Pharmaceutical's application for issuing shares to purchase assets has been accepted by the Shenzhen Stock Exchange [27] - Meige Intelligent's H-share listing application materials have been received by the China Securities Regulatory Commission [29] Group 10 - Siwei Tuxin's subsidiary submitted an H-share listing application [32] - Metro Design's application for issuing shares to purchase assets has been accepted by the Shenzhen Stock Exchange [32] - Aeston submitted an application for H-share listing [34] Group 11 - Jiu Ri New Materials' shareholders plan to reduce their holdings by a total of 98,900 shares [34] - Yihua Tong's shareholder plans to reduce their holdings by up to 700,000 shares [35] - Xishanghai plans to distribute a cash dividend of 0.08 yuan per share [36] Group 12 - Zhejiang Natural plans to distribute a cash dividend of 1.97 yuan for every 10 shares [37] - Kouzi Jiao plans to distribute a cash dividend of 1.30 yuan per share [38] - Huitong Group plans to distribute a cash dividend of 0.023 yuan per share [40] Group 13 - Tongyong Co. plans to reduce its holdings by up to 0.31% of the company's shares [41] - China Shenhua plans to distribute a cash dividend of 2.26 yuan for every 10 shares [43] - Huangting International's executive director resigned due to personal reasons [45] Group 14 - Jinkai New Energy plans to distribute a cash dividend of 1 yuan for every 10 shares [46] - Heimu Dan plans to distribute a cash dividend of 0.041 yuan per share [47] - Feiyada plans to acquire all or part of the controlling stake in Chang Kong Gear [48]

有效期至：2033年12月9日前 证券代码：002587 证券简称：奥拓电子 公告编号：2025-037 深圳市奥拓电子股份有限公司 关于公司取得一项沙特阿拉伯商标注册证书的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 深圳市奥拓电子股份有限公司（以下简称"公司"）于近日收到沙特知识产 权局颁发的商标注册证书，现将具体情况公告如下： 注册号：TM-01-00-11733-24 注册日期：2025年6月2日 上述商标注册证书的取得，一方面有助于公司在海外加强商标保护，维护公 司的知识产权权益；另一方面有助于提高公司品牌和国际市场知名度，对开拓国 际市场具有积极意义。 特此公告。 申请商标： 注册人名称：深圳市奥拓电子股份有限公司 注册人地址：广东省深圳市罗湖区清水河街道清水河社区清水河一路112号 深业进元大厦塔楼2座1805 注册国家：沙特阿拉伯 注册商品/服务：国际分类第9类： 电子数字显示器；交互式触屏终端；视频显示屏；自动柜员机；电子告示板； 计算机外围设备；发光二极管；电子公告牌；具有人工智能的人形机器人；电子 交互白板；放映设备；已录制的计算机程 ...

Core Viewpoint - The company has received a trademark registration certificate from the Saudi Intellectual Property Office, which will enhance its brand protection and international market presence [1] Group 1 - The trademark registration number is TM-10-00-11733-24, with a registration date of June 2, 2025, and valid until December 9, 2033 [1] - The acquisition of this trademark is significant for strengthening the company's intellectual property rights and brand recognition in overseas markets [1] - This development is expected to positively impact the company's efforts to expand into international markets [1]

Investment Rating - The industry rating is "Recommended" [4] Core Insights & Investment Recommendations - The recent US-China trade negotiations in London have reached a principled framework, indicating substantial progress in managing differences and stabilizing economic relations, which may support global supply chain recovery [2][21] - OpenAI has launched the new o3-pro model, reducing its price by 80% and input/output costs by 87%, reflecting a shift towards efficiency optimization in large model technology and accelerating AI technology penetration into small and medium enterprises [2][21] - The report maintains a cautious optimism regarding trade negotiations and highlights AI as a key investment direction amid global macroeconomic volatility, emphasizing the importance of technological innovation and self-sufficiency for long-term development [3][22] Sub-industry Data Film Industry - The top three films by box office this week are "How to Train Your Dragon: The Hidden World" with 58.175 million yuan (25.6% market share), "Mission: Impossible 8" with 54.90 million yuan (24.2%), and "Time Son" with 28.366 million yuan (12.5%) [24][25] Gaming Industry - The top three iOS games by revenue are "Honor of Kings," "Peacekeeper Elite," and "Endless Winter," while the top three Android games by popularity are "Heart Town," "Sword Legend," and "My Leisure Time" [27][28] TV Series Industry - The top three TV series by broadcast index are "The Cang Hai Chuan," "Lin Jiang Xian," and "The Lychee of Chang'an," with indices of 85.3, 84.2, and 82.2 respectively [30][31] Variety Shows & Animation - The top variety show is "Ha Ha Ha Ha Season 5" with a broadcast index of 80.6, followed by "Run, Brother Season 9" and "Unlimited Exceeding Class Season 3" [32] - The top three animated shows by viewership index are "Cang Yuan Tu," "Xian Ni," and "Perfect World," with indices of 340.2, 225, and 222.5 respectively [34]

Group 1 - The "Su Super League" has gained significant popularity, with average attendance surpassing 10,000 during the Dragon Boat Festival, and over 180,000 fans attending matches across various cities [1][2] - The league has revitalized over 30 professional stadiums in Jiangsu province, enhancing their utilization and maximizing resource value [2] - The economic impact of the "Su Super League" extends beyond traditional sports events, driving ticket sales, dining, and accommodation demand [1] Group 2 - Jinling Sports produces products including goals and protective shelters for football fields [3] - Gongchuang Turf specializes in artificial turf products for sports and leisure, known for high durability and performance [3] - Xinghui Entertainment holds a 99.61% stake in the Espanyol football club, making it the first A-share listed company to control a top European league club [3] - Zhongti Industry is the only listed platform within the National Sports Administration and is involved in sports lottery terminal sales [3] - Lehman Optoelectronics has extensive experience in providing LED products and services for football matches, serving as the official supplier for the China League [3] - Inpai Sports has developed movable football field facilities to address the shortage of sports venues, emphasizing safety and ease of assembly [3] - Shuangxiang Co. is a leader in the ecological leather market, with over 70% market share in the mid-to-high-end football leather segment [3] - Aotuo Electronics provides LED display equipment and related services for the Chinese national football team [3]

证券代码：002587 证券简称：奥拓电子 公告编号：2025-036 深圳市奥拓电子股份有限公司 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 特别提示： 引第9号——回购股份》等相关规定，上市公司回购专用账户中的股份不享有利 润分配等权利。深圳市奥拓电子股份有限公司（以下简称"公司"或"本公司"） 回购专用证券账户中1,835,500股不享有利润分配权利。 币0.200000元（含税），不送红股，不以公积金转增股本。按照分配总额固定的 原则，实际现金分红总额为12,994,173.12元。 施权益分派前后公司总股本保持不变，现金分红总额分摊到每一股的比例将减小。 本次权益分派实施后除权除息价格计算时，按总股本折算每股现金红利=现金分 红总额/公司总股本=12,994,173.12元/651,544,156股=0.0199436元（保留七位 小数，最后一位直接截取，不四舍五入）。本次权益分派实施后的除权除息参考 价格=权益分派股权登记日收盘价-每股现金红利=权益分派股权登记日收盘价- 公司2024年年度权益分派方案已经公司于2025年5月26日召开的2024年 ...

公司2024年年度权益分派方案已经公司于2025年5月26日召开的2024年年度 股东大会审议通过。现将本次权益分派事宜公告如下： 1 证券代码：002587 证券简称：奥拓电子 公告编号：2025-036 深圳市奥拓电子股份有限公司 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公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 特别提示： 1、根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指 引第9号——回购股份》等相关规定，上市公司回购专用账户中的股份不享有利 润分配等权利。深圳市奥拓电子股份有限公司（以下简称"公司"或"本公司"） 回购专用证券账户中1,835,500股不享有利润分配权利。 2、本次权益分派以公司现有总股本651,544,156股剔除已回购股份 1,835,500股之后的649,708,656股为基数，向全体股东每10股派发现金红利人民 币0.200000元（含税），不送红股，不以公积金转增股本。按照分配总额固定的 原则，实际现金分红总额为12,994,173.12元。 3、鉴于公司回购股份不享有利润分配的权利，根据股票市值不变原则，实 施权益 ...

证券代码：002587 证券简称：奥拓电子 公告编号：2025-035 深圳市奥拓电子股份有限公司 2024年年度股东大会决议公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 重要提示： 1、深圳市奥拓电子股份有限公司（以下简称"公司"）于 2025 年 4 月 29 日 在巨潮资讯网(www.cninfo.com.cn)披露了《关于召开 2024 年年度股东大会通知 的公告》（公告编号：2025-032）。 一、会议召开和出席情况 （一）会议召集人：公司董事会 （二）会议时间： 1、现场会议时间：2025年5月26日（星期一）下午14:30 2、网络投票时间：2025年5月26日 其中，通过深圳证券交易所（以下简称"深交所"）交易系统进行网络投票 的具体时间为：2025年5月26日9:15-9:25，9:30-11:30和13:00-15:00；通过深 2、本次股东大会无否决提案的情况； 3、本次股东大会采取现场投票和网络投票相结合的方式召开； 4、本次股东大会不涉及变更以往股东大会已通过的决议。 交所互联网投票系统（http://wltp.cninfo.c ...

中国 深圳 福田区益田路6001号太平金融大厦11、12楼 邮政编码：518038 11、12/F, TaiPing Finance Tower, Yitian Road 6001, Futian District, ShenZhen P.R.China 518038 电话（Tel）：（0755）88265288 传真（Fax）：（0755）88265537 网址（Website）：http://www.sundiallawfirm.com 广东信达律师事务所 关于深圳市奥拓电子股份有限公司 2024年年度股东大会之 法律意见书 信达会字（2025）第179号 致：深圳市奥拓电子股份有限公司 根据《中华人民共和国公司法》（以下简称"《公司法》"）、《上市公司股 东会规则》（以下简称"《规则》"）等法律、法规以及现行有效的《深圳市奥拓 电子股份有限公司章程》（以下简称"《公司章程》"）的规定，广东信达律师事 务所（以下简称"信达"）接受深圳市奥拓电子股份有限公司（以下简称"公司"） 的委托，指派丛启路、李龙辉律师（以下简称"信达律师"）出席公司2024年年度 股东大会（以下简称"本次股东大会"），在进行必要验证 ...