Core Viewpoint - The short drama game concept sector has shown a positive performance with a 1.47% increase, ranking 10th among concept sectors, driven by significant gains in several stocks, while some experienced declines [1]. Group 1: Sector Performance - The short drama game concept saw 33 stocks rise, with notable performers including Chuanwang Media, which hit a 20% limit up, and others like Guangdong Media and Yuanlong Yatu, which also reached their limit up [1]. - The top gainers in the sector included Happy Blue Sea, Haikan Co., and Perfect World, with increases of 13.59%, 4.96%, and 4.95% respectively [1]. - Conversely, stocks such as Yaoji Technology, Tianfu Culture Tourism, and Zhejiang Cultural Industry experienced declines of 7.94%, 2.58%, and 2.49% respectively [1]. Group 2: Capital Flow - The short drama game concept sector experienced a net outflow of 70 million yuan from main funds, with 24 stocks seeing net inflows [1]. - The leading stock in terms of net inflow was Zhongwen Online, which attracted 227 million yuan, followed by BlueFocus, Yuanlong Yatu, and Chuanwang Media with net inflows of 170 million yuan, 117 million yuan, and 90.9 million yuan respectively [1]. - The net inflow ratios for Chuanwang Media, Yuanlong Yatu, and BlueFocus were 12.54%, 11.71%, and 10.42% respectively, indicating strong interest from main funds [2].

Core Viewpoint - The stock market showed mixed performance on June 12, with the Shanghai Composite Index up by 0.01%, the Shenzhen Component down by 0.11%, and the ChiNext Index up by 0.26. The most significant net inflow of funds was into Rongfa Nuclear Power, amounting to 385 million yuan, while Limin Co. experienced the largest net outflow of 163 million yuan [1][4]. Group 1: Stock Performance - Rongfa Nuclear Power (002366.SZ) saw a price increase of 10.04% with a turnover rate of 34.19%, and it had the highest net buying amount of 385 million yuan, accounting for 12.32% of the total trading volume [2][1]. - Limin Co. (002734.SZ) had a price increase of 1.42% with a turnover rate of 39.83%, but it experienced a net selling amount of 163 million yuan, representing 4.59% of the total trading volume [4][6]. Group 2: Institutional and Northbound Fund Activity - On June 12, institutions were involved in 23 stocks on the leaderboard, with a total net buying of 34.03 million yuan, net buying 10 stocks and net selling 13 stocks [8][6]. - The stock with the highest institutional net buying was Yaoji Technology (002605.SZ), which closed down by 7.94% with a turnover rate of 14.7% [7][8]. - Northbound funds participated in 12 stocks on the leaderboard, with a total net buying of 221 million yuan, where the highest net buying was also in Rongfa Nuclear Power, amounting to 128 million yuan [11][10].

Market Overview - The computing power industry chain is strengthening, with the CPO direction leading the gains [1][3] - The gold and jewelry, innovative pharmaceuticals, rare earth permanent magnets, quantum technology, and IP economy concept stocks are active [1][3] - The sectors of departure tax refund, anti-tariff, semiconductors, liquor, and consumer electronics are weakening [1][3] Index Performance - On June 12, the three major stock indices closed mixed: the Shanghai Composite Index at 3402.66 points, up 0.01%; the Shenzhen Component Index at 10234.33 points, down 0.11%; and the ChiNext Index at 2067.15 points, up 0.26% [1] Sector Performance - Precious metals sector rose by 3.26% with significant inflows [4] - The beauty care sector increased by 2.39% with a net inflow of 6.18 million [4] - The film and television sector saw a rise of 2.32%, with Happiness Blue Ocean up over 13% [5] - The breeding industry declined, with Xianfeng Holdings down over 4% [5] Fund Flow - Main funds saw a net inflow into communication, computer, and media sectors [7] - Notable net inflows included Rongfa Nuclear Power at 8.81 billion, Zijin Mining at 7.86 billion, and Dongfang Caifu at 6.07 billion [8] - Major net outflows were observed in BYD at 6.65 billion, Kweichow Moutai at 4.94 billion, and Yaoji Technology at 4.71 billion [9] Institutional Insights - Guojin Securities suggests that new consumption faces valuation pressure, recommending low absorption rather than chasing highs [10] - China Galaxy Securities notes the positive impact of "H+A" stocks on the brokerage sector [11] - Guodu Securities highlights that the market's recent stabilization above 3400 points lacks clear signs of new capital influx, with trading volume around 1.3 trillion, indicating a need for caution [11]

上海姚记科技股份有限公司董事会 证券代码：002605 证券简称：姚记科技 公告编号：2025-043 债券代码：127104 债券简称：姚记转债 上海姚记科技股份有限公司 关于控股股东及其一致行动人持股变动 1%的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 信息披露义务人 1 姚朔斌 通讯地址 上海市嘉定区曹安公路 4218 号 信息披露义务人 2 姚晓丽 通讯地址 上海市嘉定区曹安公路 4218 号 信息披露义务人 3 姚文琛 通讯地址 上海市嘉定区曹安公路 4218 号 信息披露义务人 4 姚硕榆 通讯地址 上海市嘉定区曹安公路 4218 号 信息披露义务人 5 邱金兰 通讯地址 上海市嘉定区曹安公路 4218 号 深圳市泰润海吉资产管理有限公司－泰润熹玥 1 号私募证券投 信息披露义务人 6 资基金（以下简称"泰润基金"） 通讯地址 上海市嘉定区曹安公路 4218 号 珠海阿巴马资产管理有限公司－阿巴马悦享红利 28 号私募证 信息披露义务人 7 券投资基金（以下简称"阿巴马基金"） 通讯地址 上海市嘉定区曹安公路 4218 号 玄元私募基金 ...

| 证券代码：002605 | 证券简称：姚记科技 | 公告编号：2025-043 | | --- | --- | --- | | 债券代码：127104 | 债券简称：姚记转债 | | | 1．基本情况 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 信息披露义务人 | 姚朔斌 | 1 | | | | | | 通讯地址 | 上海市嘉定区曹安公路 | 号 | 4218 | | | | | 信息披露义务人 | 姚晓丽 | 2 | | | | | | 通讯地址 | 上海市嘉定区曹安公路 | 号 | 4218 | | | | | 信息披露义务人 | 姚文琛 | 3 | | | | | | 通讯地址 | 上海市嘉定区曹安公路 | 号 | 4218 | | | | | 信息披露义务人 | 姚硕榆 | 4 | | | | | | 通讯地址 | 上海市嘉定区曹安公路 | 号 | 4218 | | | | | 信息披露义务人 | 邱金兰 | 5 | | | | | | 通讯地址 | 上海市嘉定区曹安公路 | 号 | 4218 | | | | | 深圳市泰 ...

Investment Rating - The report maintains a "Buy" rating for the media industry, indicating a positive outlook for investment opportunities in this sector [9]. Core Insights - The report emphasizes the significant potential of AI applications in driving new growth in the media industry, with a notable increase in monthly active users for AI products such as "Jimeng AI," which surpassed 30 million [5][4]. - The global generative AI market is projected to reach $208.8 billion by 2032, with a compound annual growth rate (CAGR) of 35.3% from 2024 to 2032, highlighting the robust growth potential in this area [7]. - The report identifies various sectors where AI can be integrated, including digital marketing, content creation, education, and more, suggesting a broad scope for investment [7]. Summary by Sections Industry Performance - The media sector has shown a 33% increase over the past 12 months, outperforming the Shanghai and Shenzhen 300 index, which only increased by 8.4% [1]. AI Application Trends - AI applications are evolving from hardware to content, with significant advancements in commercial viability across various sectors, including 2G, 2B, and 2C [3]. - The report highlights the successful launch of China's first AIGC adapted sci-fi short drama, showcasing the potential of AI in content creation [4]. Company Focus and Earnings Forecast - Several companies are highlighted with a "Buy" rating, including Wanda Film, Shanghai Film, and Mango Super Media, with projected earnings per share (EPS) growth in the coming years [9]. - The report provides specific EPS and price-to-earnings (PE) ratios for these companies, indicating strong future performance expectations [9].

2、2022 年 12 月 2 日，公司召开第五届监事会第三十五次会议，审议通过 了《关于公司<2022 年股权激励计划（草案）>及其摘要的议案》、《关于公司<2022 年股权激励计划实施考核管理办法>的议案》以及《关于核实 2022 年股权激励计 划授予激励对象名单的议案》。 | 证券代码：002605 | 证券简称：姚记科技 公告编号：2025-040 | | --- | --- | | 债券代码：127104 | 债券简称：姚记转债 | 上海姚记科技股份有限公司 关于调整 2022 年股权激励计划股票期权行权价格和限制性 股票回购价格的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 上海姚记科技股份有限公司（以下简称"公司"）于 2025 年 6 月 5 日召开第 六届董事会第二十次会议和第六届监事会第十八次会议，审议通过了《关于调整 2022 年股权激励计划股票期权行权价格和限制性股票回购价格的议案》，现将相 关内容公告如下： 一、公司 2022 年股权激励计划已履行的审批程序 1、2022 年 12 月 2 日，公司召开了第五届董事会第三十六次 ...

上海市通力律师事务所 关于上海姚记科技股份有限公司 2022 年股权激励计划相关价格调整事项 的法律意见书 致:上海姚记科技股份有限公司 敬启者: 上海市通力律师事务所(以下简称"本所")受上海姚记科技股份有限公司(以下简称"姚 记科技"或"公司")委托,指派张征轶律师、韩政律师(以下简称"本所律师")作为公司特 聘专项法律顾问,就公司 2022年股权激励计划(以下简称"本次股权激励计划")调整 2022 年股权激励计划股票期权行权价格和限制性股票回购价格事项(以下分别称"本次价格调 整"),根据《中华人民共和国公司法》(以下简称"《公司法》")、《中华人民共和国证券法》 (以下简称"《证券法》")、中国证券监督管理委员会(以下简称"中国证监会")发布的《上 市公司股权激励管理办法》(以下简称"《管理办法》")、深圳证券交易所发布的《深圳证券 交易所上市公司自律监管指南第 1号 -- 业务办理》(以下简称"《监管指南第 1 号》")等法 律、行政法规和其他规范性文件(以下简称"法律、法规和规范性文件")和《上海姚记科技 股份有限公司章程》的有关规定出具本法律意见书。 为出具本法律意见书,本所律师已对公司向本所 ...

证券代码：002605 证券简称：姚记科技 公告编号：2025-042 债券代码：127104 债券简称：姚记转债 上海姚记科技股份有限公司 公司本次对 2022 年股权激励计划股票期权行权价格和限制性股票回购价格 的调整已经公司 2022 年第一次临时股东大会授权，符合《上市公司股权激励管 理办法》《2022 年股权激励计划（草案）》及相关法律法规的要求，调整程序合 法、合规，不存在损害上市公司及全体股东利益的情形。 具体内容详见巨潮资讯网（www.cninfo.com.cn）及公司指定信息披露媒体《证 券时报》《中国证券报》《证券日报》同日披露的《关于调整 2022 年股权激励计 划股票期权行权价格和限制性股票回购价格的公告》。 二、备查文件 1、公司第六届监事会第十八次会议决议 特此公告! 上海姚记科技股份有限公司监事会 第六届监事会第十八次会议决议公告 本公司及监事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 上海姚记科技股份有限公司（以下简称"公司"）第六届监事会第十八次会 议于 2025 年 5 月 30 日以电话、电子邮件方式发出通知，并于 2025 年 ...

| 证券代码：002605 | 证券简称：姚记科技 | 公告编号：2025-041 | | --- | --- | --- | | 债券代码：127104 | 债券简称：姚记转债 | | | | 上海姚记科技股份有限公司 | | 第六届董事会第二十次会议决议公告 特此公告。 上海姚记科技股份有限公司董事会 2025 年 6 月 5 日 公司 2024 年度权益分派已实施完毕，现根据《上市公司股权激励管理办法》 公司《2022 年股权激励计划（草案）》的相关规定以及公司 2022 年第一次临时 股东大会的授权，董事会对 2022 年股权激励计划股票期权行权价格和限制性股 票回购价格进行了调整，行权价格由每股 13.76 元调整为 13.26 元，回购价格由 每股 6.31 元调整为每股 5.81 元。 董事梁美锋女士和卢聪女士作为激励对象对本议案回避表决。具体内容详见 巨潮资讯网（www.cninfo.com.cn）及公司指定信息披露媒体《证券时报》《中国 证券报》《证券日报》同日披露的《关于调整 2022 年股权激励计划股票期权行权 价格和限制性股票回购价格的公告》。 二、备查文件 1、公司第六届董事会第二十 ...