【1】北京西城2025年初中入学意向填报即将启动 5月14日，2025世界数字教育大会在湖北武汉开幕，大会以"教育发展与变革：智能时代"为主题，吸引 了来自全球数十个国家和地区的教育部门负责人、国内外大中小学校校长和师生代表、数字技术企业代 表等齐聚在一起，共商全球数字教育的未来。 【5】盛通股份主力资金净流出775.92万元 截至5月14日收盘，盛通股份报收9.27元/股，换手率6.72%，成交量27.07万手，成交额2.49亿元。在资 金流向数据方面，盛通股份主力资金净流出775.92万元，占总成交额3.11%，游资资金净流出255.79万 元，占总成交额1.03%，散户资金净流入1031.71万元，占总成交额4.14%。 北京商报记者 吴其芸 5月14日，四川省成都市教育局公布了2025年市直属学校指标到校生（即市级统分指标）分配结果。今 年全市指标到校生类型增加，除市级统分指标、区域指标、校内指标、民办校内指标外，新增了民办集 团内跨校指标，各类指标数量均有增加。市级统分指标总数为1269名，较2024年增加87名。 【3】海南印发中小学薄弱学校提升行动方案 近日，海南省教育厅印发《海南省中小学薄弱学 ...

日前，教育部基础教育教学指导委员会发布《中小学人工智能通识教育指南(2025年版)》和《中小学生 成式人工智能使用指南(2025年版)》(以下简称《通识教育指南》和《使用指南》)，旨在科学规范推进 人工智能全学段教育，进一步落实培养具有人工智能素养的创新人才的重要举措，为全球教育领域应对 技术变革贡献中国方案。 《通识教育指南》明确指出各学段人工智能通识教育培养目标，通过螺旋式课程设计实现从认知启蒙到 创新实践的素养发展。小学阶段注重兴趣培养与基础认知，初中阶段强化技术原理与基础应用，高中阶 段注重系统思维与创新实践，通过知识、技能、思维与价值观的有机融合，培育四位一体的人工智能素 养。围绕人工智能教育与中小学日常教学深度融合的目标，《通识教育指南》从课程体系构建、教学模 式创新、实践活动整合等维度提出系统性实施路径，推动人工智能教育常态化、实效化开展。 作为国内科技教育行业头部企业，盛通股份（002599）近年来积极响应国家战略，加码布局人工智能教 育相关领域业务，研发并搭建青少年人工智能相关课程及平台。公开信息显示，盛通股份的人工智能学 习平台专为中小学生设计，充分考虑了这一年龄段学生的认知水平和学习需求 ...

Group 1 - The A-share cross-border e-commerce sector experienced a significant rise at the beginning of trading, with stocks such as Kuaishangtong and Shengtong Co. hitting the daily limit for gains [1] - Taihu Snow saw an increase of over 9%, indicating strong market interest and performance in the sector [1] - Other companies like Zhongfangbiao and Zhongbai Group also experienced upward movement, reflecting a broader positive trend in the cross-border e-commerce industry [1]

Core Viewpoint - The company is undergoing a significant share reduction by its major shareholders, which has led to a decline in stock price despite a broader market rally. The company's recent performance has been negatively impacted by goodwill impairment, resulting in a shift from profit to loss. Group 1: Shareholder Actions - The actual controller of the company, Li Yanqiu, along with other shareholders, plans to reduce their holdings by 6% of the company's shares, potentially cashing out nearly 300 million yuan based on the previous day's closing price of 8.93 yuan per share [3][5] - Following the announcement of the share reduction plan, the company's stock price fell by 2.35% to 8.72 yuan per share, despite a strong market performance due to favorable financial policies [5][7] Group 2: Company Performance - In 2023, the company reported total revenue of 2.396 billion yuan, but net profit was only 4.12 million yuan, indicating weak financial performance [11] - The company’s 2024 annual report revealed a revenue decline of 14.64% to 2.045 billion yuan and a net loss of 192.24 million yuan, a significant drop from the previous year [12][13] - The decline in profitability is primarily attributed to a goodwill impairment of approximately 150 million yuan, which will affect the 2024 financial results [13] Group 3: Business Transition - Established in 2000, the company initially focused on printing services and has since transitioned into technology education, acquiring several leading firms in the education and AI training sectors [8][10] - The company has experienced substantial growth in market capitalization, rising from approximately 4 billion yuan to a peak of 7.8 billion yuan during the hype around humanoid robots, despite limited revenue impact from related educational products [5][8]

| 拟减持主体 1 | 姓名 | 职务 | 持股数量(股) | 占总股本 比例 | | --- | --- | --- | --- | --- | | 1.1 | 栗延秋 | 控股股东、实际控制人、 | 114.742.098 | 21.54% | | | | 查事、总经理 | | | | 1.2 | 易米基金元盛一 를 | 栗延秋一致行动人 | 4.756.000 | 0.89% | | | 单一资产管理计划 | | | | | | 合计 | | 119.498.098 | 22.43% | | 拟减持主体 2 | 姓名 | 职务 | 持股数量(股) | 占总股本 | | | | | | 比例 | | 2.1 | 閉春琳 | 大股东、查事 | 62.640.971 | 11.76% | | 2.2 | 贾则平 | 贾春琳一致行动人 | 8,594,400 | 1.61% | | 2.3 | 查颖 | 贾春琳一致行动人 | 3,475,000 | 0.65% | | | 合计 | | 74,710,371 | 14.03% | 2022年至2024年，公司营业收入分别为22.39亿元、23.96亿元、20.4 ...

北京盛通印刷股份有限公司 证券代码：002599 证券简称：盛通股份 公告编号：2025017 关于控股股东、实际控制人和 持股5%以上股东、董事及其一致行动人 公司控股股东、实际控制人栗延秋女士及其一致行动人易米基金元盛一号 单一资产管理计划，公司持股5%以上股东、董事贾春琳先生及其一致行动人贾 则平先生、董颖女士保证向本公司提供的信息内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 特别提示： 北京盛通印刷股份有限公司（以下简称"公司"） 于 2025 年 5 月 6 日收到： 1、公司控股股东、实际控制人栗延秋女士及其一致行动人易米基金元盛一 号单一资产管理计划（以下简称"易米基金元盛一号"）的《股票减持计划告知函》。 由于股东偿还负债以及个人其他资金安排，栗延秋女士、易米基金元盛一号拟以 集中竞价方式合计减持公司股份不超过 5,326,798 股（占总股本比例 1%，总股本 已剔除公司回购专用账户中的股份数量，下同），以大宗交易方式合计减持公司 股份不超过 10,653,596 股（占总股本比例 2%）。 2、公司持股 ...

盛通股份（002599）公告，公司控股股东栗延秋及其一致行动人易米基金元盛一号单一资产管理计划、 持股5%以上股东贾春琳及其一致行动人贾则平和董颖因偿还负债及个人资金安排，计划通过集中竞价 和大宗交易方式合计减持不超过3%公司股份。减持期间为2025年5月28日至2025年8月27日。 ...

Group 1: Financial Performance - The company's education business gross margin increased by 2.41 percentage points in 2024 compared to the previous year [3][14] - The gross profit of the printing comprehensive service business decreased by 13.06% year-on-year [6] - The technology education sector is expected to see significant growth, with the Chinese children's programming market projected to reach nearly 50 billion yuan in 2024, with potential to exceed 100 billion yuan in the next decade [5] Group 2: Market Strategy and Competition - The company focuses on differentiated competition strategies in the packaging printing sector, including capacity upgrades, technological advancements, talent development, and business expansion [2] - Major clients in the packaging business include well-known food and pharmaceutical companies such as Wei Long, Si Nian, and Huazhu [5][15] - The company aims to solidify its position in the packaging industry, targeting sectors like food, pharmaceuticals, beauty, and health [5][15] Group 3: Digital Transformation and Innovation - The company is leveraging digital technologies such as mobile internet, big data, and cloud computing to enhance its printing services and education business [7] - The "Le Bo Le Bo 4.0" curriculum has been upgraded to include artificial intelligence courses, reflecting the company's early investment in AI education [8][11] - The company has established a comprehensive technology education system that integrates products, content, and platforms, serving various customer segments [12] Group 4: Future Growth and Development - The company is optimistic about the future of the technology education service industry, supported by improving policies and technological advancements [5] - The company plans to continue enhancing its educational services and expanding its market reach through various channels, including online platforms [14] - The printing and packaging industry is expected to see a total output value exceeding 3 trillion yuan by the end of the 14th Five-Year Plan [5]

Summary of Key Points from the Conference Call Industry Overview - The conference call focuses on the **media industry** and highlights significant opportunities in **AI** and **AI glasses** for the second quarter and second half of 2025, particularly following positive guidance from President Xi Jinping regarding AI glasses, which may catalyze the industry [1][2] - The **gaming sector** is noted for its strong performance, with several companies exceeding market expectations in the first quarter of 2025 [2] Core Insights and Arguments - **AI and AI Glasses**: The media industry should pay attention to AI and AI glasses, with a projected market size of **4.71 billion** yuan by 2027, and **Inpaas** expected to generate over **90 million** yuan in net profit, contributing to a market capitalization increase of **2.8 billion** yuan [1][5] - **Film and Gaming Projects**: Anticipated summer releases include animated films like **"Three Kingdoms Starry Sky"** and **"Wang Wang Island,"** along with games such as **"One Ring"** and **"SLG 5,000 Years,"** which are expected to drive revenue for related companies [1][4] - **Fengjun Media**: Reported first-quarter revenue of **2.858 billion** yuan, a **4.7%** year-on-year increase, and a net profit of **1.135 billion** yuan, up **9.14%** year-on-year, with a dividend yield exceeding **6%** [1][8] - **Gaming Sector Performance**: The gaming sector reported a profit of **3.476 billion** yuan in Q1 2025, a **41.7%** increase year-on-year, with notable performances from companies like **Kying Network**, **Perfect World**, **ST Huayun**, and **Jibite** [1][11] Additional Important Insights - **Mergers and Acquisitions**: Fengjun Media's recent acquisition of **Xinchao** is expected to enhance overall efficiency and bargaining power, positively impacting future performance [1][9] - **Education Sector**: The education sector is highlighted for its strong domestic demand characteristics, with recommendations to focus on high-performance, high-dividend stocks like **Oriental Education**, which saw a **15%-35%** increase in spring enrollment [2][12] - **Doushen Education**: As the first AI+ education application stock in A-shares, its **AI class** product is expected to launch in Q2, potentially replacing online language courses and driving significant revenue growth [2][15][16] - **Market Dynamics**: The K12 education sector is advised to focus on AI-enabled education, with companies like **Doushen Education** and **Shengtong Co.** showing promise for future growth [2][14][17] This summary encapsulates the key points discussed in the conference call, providing insights into the media and gaming industries, as well as emerging opportunities in AI and education sectors.

Financial Performance - The company's operating revenue for Q1 2025 was ¥454,335,459.59, a decrease of 6.00% compared to ¥483,353,632.52 in the same period last year[4] - The net loss attributable to shareholders was ¥9,973,830.22, representing a 23.35% increase in loss from ¥8,085,552.03 year-on-year[4] - The basic and diluted earnings per share were both -¥0.0186, reflecting a 24.00% decline compared to -¥0.0150 in the same period last year[4] - The net profit for the current period is -9,555,307.60, compared to -8,487,016.90 in the previous period, indicating a decline in profitability[16] - The total comprehensive income for the period is -9,555,307.60, compared to -8,487,016.90 in the previous period[16] Cash Flow - The net cash flow from operating activities improved significantly to ¥9,157,694.66, a 112.13% increase from a negative cash flow of ¥75,503,588.39 in the previous year[4] - Cash flow from operating activities shows a net inflow of 9,157,694.66, a significant recovery from a net outflow of -75,503,588.39 in the previous period[17] - The cash outflow from investing activities is -28,296,445.51, worsening from -24,451,285.63 in the previous period[18] - The cash outflow from financing activities is -60,374,443.75, compared to -14,390,295.26 in the previous period, indicating increased financial strain[18] Assets and Liabilities - Total assets at the end of the reporting period were ¥2,085,694,877.52, down 1.17% from ¥2,110,461,900.02 at the end of the previous year[4] - Total current assets decreased to ¥1,001,065,477.80 from ¥1,012,689,540.49, reflecting a decline of 1.3%[12] - Total non-current assets decreased to ¥1,084,629,399.72 from ¥1,097,772,359.53, a decline of 1.2%[13] - Total liabilities decreased to ¥853,497,054.63 from ¥868,208,769.53, a reduction of 1.7%[14] - Total equity decreased to ¥1,232,197,822.89 from ¥1,242,253,130.49, reflecting a decline of 0.8%[14] Operating Costs and Expenses - Total operating costs amounted to ¥466,742,038.55, down 6.3% from ¥498,257,629.31 in the previous period[15] - Operating costs included ¥390,443,693.65 for cost of goods sold, a reduction from ¥411,984,332.74[15] - Research and development expenses were ¥8,789,535.64, slightly down from ¥9,524,844.38[15] - The company reported a net loss from investments of ¥299,768.47, compared to a loss of ¥103,523.16 in the previous period[15] Changes in Financial Position - The company's equity attributable to shareholders decreased by 0.80% to ¥1,230,427,466.70 from ¥1,240,386,868.02 at the end of the last year[4] - Cash and cash equivalents decreased to ¥217,545,586.72 from ¥263,466,664.86, a decline of 17.4%[12] - The company reported a total cash and cash equivalents balance of 126,507,712.15 at the end of the period, compared to 105,835,667.79 in the previous period[18] Other Financial Metrics - The company experienced a foreign exchange loss of -56,436.05 during the period[18] - The company incurred credit impairment losses of -731,682.95, an improvement from -1,432,194.81 in the previous period[16] - The company reported a significant increase in accounts receivable financing, which rose by 359.76% to ¥12,749,500.00, primarily due to an increase in received bills[8] - Prepaid accounts increased by 42.95% to ¥2,600,000.00, attributed to higher raw material purchases during the reporting period[8] - The company experienced a 33.75% increase in asset disposal gains, amounting to ¥1,473,839.76, due to higher equipment disposal gains[8] - The company’s financing cash flow net decreased by 319.55% to a negative amount, primarily due to reduced bank borrowings and increased repayments[8]