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]

盛通股份（002599）公告，2025年第一季度营业收入4.54亿元，同比下降6.00%。净亏损997.38万元， 去年同期净亏损808.56万元。 ...

证券代码：002599 证券简称：盛通股份 公告编号：2025016 北京盛通印刷股份有限公司 关于举行2024年度暨2025年第一季度业绩网上说明会的公告 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。 拟出席本次网上说明会的人员有：董事长贾春琳先生，独立董事樊小刚先生，董事、副总 经理、董事会秘书肖薇女士，董事、财务总监许菊平女士。具体人员以实际出席情况为准。 敬请广大投资者积极参与。 特此公告。 北京盛通印刷股份有限公司董事会 2025 年 4 月 30 日 北京盛通印刷股份有限公司（以下简称"公司"）已分别于2025年4月23日、2025年4月30 日在巨潮资讯网（www.cninfo.com.cn）上披露了《2024年年度报告》及《2025年第一季度报 告》。 为便于广大投资者进一步了解公司发展战略、生产经营等情况，公司定于2025年5月6日下 午15:00-16:30通过"价值在线"（www.ir-online.cn）举行2024年度暨2025年第一季度业绩网上 说明会。本次网上说明会将采用网络远程的方式举行，为广泛听取投资者的意见和建议，提前 向 ...

Group 1: Education Sector Developments - The Ministry of Education has added 29 new undergraduate programs, including Artificial Intelligence Education and Intelligent Audio-Visual Engineering, reflecting national strategy and market demand [1] - Tianjin will implement Artificial Intelligence education across all primary and secondary schools, building on previous pilot programs and aiming to enhance digital empowerment in basic education [3] Group 2: Company Financial Performance - Beijing Shengtong Printing Co., Ltd. reported a net loss of 192 million yuan for 2024, with revenue declining by 14.64% to 2.045 billion yuan, primarily due to goodwill impairment [4] - Chuan Zhi Education announced a net loss of 134 million yuan for the audited fiscal year 2024, leading to a change in its stock name to *ST Chuan Zhi due to risk of delisting [5]

关于续聘立信会计师事务所（特殊普通合伙） 为公司2025年度审计机构的公告 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。 证券代码：002599 证券简称：盛通股份 公告编号：2025008 北京盛通印刷股份有限公司 北京盛通印刷股份有限公司（以下简称"公司"）于 2025 年 4 月 21 日召开第 六届董事会 2025 年第一次会议，审议通过了《关于续聘立信会计师事务所（特 殊普通合伙）为公司 2025 年度审计机构的议案》。具体情况如下： 一、续聘会计师事务所的情况说明 立信会计师事务所（特殊普通合伙）（以下简称"立信"）具备从事证券、期 货相关业务资格，具有丰富的上市公司审计工作经验，已连续多年为公司提供审 计服务。在过去的审计服务中，立信严格遵循相关法律、法规和政策，遵照独立、 客观、公正的执业准则，按进度完成了公司各项审计工作，其出具的各项报告能 够客观、公正、公允地反映公司财务情况和经营结果，较好地履行了审计机构职 责，从专业角度维护了公司及股东的合法权益。 为保持审计工作的连续性，公司拟续聘立信为公司 2025 年度的审计机构， 2025 年 ...

北京盛通印刷股份有限公司 2024年度董事会工作报告 2024年度，公司董事会严格按照《中华人民共和国公司法》（以下简称"《公 司法》"）以及中国证券监督管理委员会（以下简称"证监会"）、深圳证券交 易所的相关规定，认真履行《北京盛通印刷股份有限公司公司章程》（以下简称 "《公司章程》"）赋予的职权，严格执行股东大会决议,积极推进董事会决议的 实施,不断规范公司治理,全体董事认真负责、勤勉尽职,积极开展工作。现将2024 年度公司董事会的工作报告如下： 一、报告期内董事会日常工作情况 报告期内，公司及时关注法规政策变化，加强内部治理，根据《国有企 业、上市公司选聘会计师事务所管理办法》的规定，制定了《会计师事务所选 聘制度》，确保公司制度体系的完整性、制度内容与法规的一致性，为公司发 展保驾护航。 （三）会议召开情况 报告期内，公司董事会共召开7次会议，会议召集与召开程序、出席会议人 员的资格、会议表决程序、表决结果和决议内容均符合法律法规、规范性文件和 《公司章程》的规定。公司董事会全体董事勤勉尽责，认真履行《公司法》《证 券法》等法律法规和《公司章程》赋予的职责，严格执行股东大会各项决议，持 续提高公司治 ...

证券代码：002599 证券简称：盛通股份 公告编号：2025010 北京盛通印刷股份有限公司 关于计提商誉减值准备的公告 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。 北京盛通印刷股份有限公司（以下简称"公司"）于 2025 年 4 月 16 日召开第 六届董事会审计委员会 2025 年第一次会议，于 2025 年 4 月 21 日公司召开第六 届董事会 2025 年第一次会议、第六届监事会 2025 年第一次会议，审议通过了《关 于计提商誉减值准备的议案》。现将具体情况公告如下： 一、计提商誉减值准备情况概述 （一）商誉形成情况及历史减值情况 2016 年 11 月，北京盛通印刷股份有限公司（以下简称"公司"）收购北京 乐博乐博教育科技有限公司（以下简称"乐博教育"）100%的股权。2019 年至 2020 年，公司及下属子公司乐博教育、北京乐益博教育科技有限公司（以下简 称"乐益博"）、北京盛通知行教育科技集团有限公司（以下简称"盛通知行"） 陆续收购重庆沙坪坝等 24 个校区的股权、广州中鸣数码科技有限公司（以下简 称"广州中鸣"）51%的股权、北京 ...

北京盛通印刷股份有限公司 2024 年度监事会工作报告 2024 年，公司监事会在全体监事共同努力下，按照《中华人民共和国公司 法》（以下简称"《公司法》"）、《北京盛通印刷股份有限公司公司章程》（以 下简称"《公司章程》"）和公司《监事会议事规则》的规定，本着对公司和全 体股东负责的精神，认真履行监督职能，积极维护公司利益和广大股东权益，共 计召开 4 次会议。监事会成员列席了公司 2024 年内召开的历次董事会会议和股 东大会，积极了解和监督公司的经营活动、财务状况、重大决策、股东大会和董 事会决议的执行等情况，并对公司依法运作情况和公司董事、高级管理人员履行 职责情况进行监督，较好地维护了公司及股东的合法权益，促进了公司的规范化 运作。现将本届监事会 2024 年度的工作情况报告如下: 一、本年度监事会会议召开情况 本年度，公司监事会共计召开了 4 次会议，具体审议事项如下： | 序号 | 会 议 | 时 间 | 内 容 | | --- | --- | --- | --- | | 1 | 第六届监事会 | | 1、《关于公司 2023 年度报告全文及摘要的议案》 | | | | | 2、《关于公司 20 ...