Market Overview - The jewelry sector experienced a slight decline of 0.07% on August 5, with Feiya leading the drop [1] - The Shanghai Composite Index closed at 3617.6, up 0.96%, while the Shenzhen Component Index closed at 11106.96, up 0.59% [1] Individual Stock Performance - Xinhua Jin (600735) saw a closing price of 7.91, with an increase of 2.46% and a trading volume of 230,800 shares, totaling a transaction value of 182 million yuan [1] - Chao Hong Ji (002345) closed at 15.48, up 2.11%, with a trading volume of 246,300 shares and a transaction value of 381 million yuan [1] - Jin Yi Culture (002721) closed at 3.81, up 1.60%, with a trading volume of 903,400 shares and a transaction value of 342 million yuan [1] - Feiya (000026) led the decline with a closing price of 16.96, down 4.02%, and a trading volume of 307,300 shares, resulting in a transaction value of 529 million yuan [2] Capital Flow Analysis - The jewelry sector saw a net outflow of 98.84 million yuan from institutional investors, while retail investors contributed a net inflow of 12.55 million yuan [2] - The main capital inflow was observed in Chao Hong Ji (002345) with a net inflow of 10.73 million yuan from institutional investors [3] - Jin Yi Culture (002721) experienced a net outflow of 14.09 million yuan from retail investors [3]

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。 一、基本情况概述 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002721 证券简称：金一文化（维权） 公告编号：2025-037 北京金一文化发展股份有限公司 关于签署终止协议的公告 为严格落实八项规定精神、厉行勤俭节约，北京金一文化发展股份有限公司（以下简称"公司"）与北京 五棵松文化体育中心有限公司（以下简称"五棵松文化体育中心"）就公司原办公地的租赁终止事项达成 一致，并签署相关协议，具体情况如下： 二、协议的主要内容 四、备查文件 《终止协议》。 特此公告。 北京金一文化发展股份有限公司董事会 2025年8月5日 公司与五棵松文化体育中心于2023年11月签署了《华熙LIVE中心写字楼租赁合同》（以下简称"原合 同"），合同期限内，公司承租面积减少，依据原合同约定，五棵松文化体育中心应退回公司合同保证 金345,448.48元，截至目前尚未退还。本次因公司受政策和相关规定以及整体业务安排等要求，无法继 续履行原合同，要求提前终止合同，经双方约定，原合同自2025年7月31日起终止，合同终 ...

为严格落实八项规定精神、厉行勤俭节约，北京金一文化发展股份有限公司 （以下简称"公司"）与北京五棵松文化体育中心有限公司（以下简称"五棵松文 化体育中心"）就公司原办公地的租赁终止事项达成一致，并签署相关协议，具 体情况如下： 二、协议的主要内容 公司与五棵松文化体育中心于 2023 年 11 月签署了《华熙 LIVE 中心写字楼 租赁合同》（以下简称"原合同"），合同期限内，公司承租面积减少，依据原合 同约定，五棵松文化体育中心应退回公司合同保证金 345,448.48 元，截至目前尚 未退还。本次因公司受政策和相关规定以及整体业务安排等要求，无法继续履行 原合同，要求提前终止合同，经双方约定，原合同自 2025 年 7 月 31 日起终止， 合同终止前，公司应结清原合同项下已实际发生但尚未支付的各项费用（包括但 不限于水费、电费等），且前期已支付的合同保证金 737,493.44 元五棵松文化体 育中心将不予退还；此外，公司应向五棵松文化体育中心支付六个月的租金共计 1,371,708.90 元作为违约金。鉴于原合同保证金 345,448.48 元尚未退还，经冲抵 后，公司需向五棵松文化体育中心支付剩余款 ...

Group 1 - A total of 902 stocks reported their latest shareholder numbers as of July 20, with 385 stocks showing a decrease compared to the previous period [1][3] - Among the stocks with a decline in shareholder numbers, 43 stocks experienced a drop of over 10% [3] - The stock with the largest decrease in shareholder numbers was Jin Yi Culture, which saw a decline of 27.56% to 124,196 shareholders [3][4] Group 2 - The average increase of concentrated stocks since July 1 was 4.13%, outperforming the Shanghai Composite Index, which rose by 3.74% [2] - 42% of concentrated stocks achieved excess returns relative to the market [2] - The highest increase among stocks with a decline in shareholder numbers was Huichen Co., which rose by 62.88% since July 1 [2] Group 3 - The latest concentrated stocks included 4 that have reported their semi-annual results, with *ST Lingda showing the highest year-on-year net profit growth of 37.56% [4] - 119 stocks have released their semi-annual earnings forecasts, with 31 expected to see profit increases and 12 expected to report profits [4] - The stock with the highest median net profit growth forecast is Shengnong Development, with an expected increase of 781.89% [4]

Summary of Key Points Core Viewpoint - A total of 734 stocks reported their latest shareholder numbers as of July 20, with 337 stocks showing a decline compared to the previous period, indicating a trend of decreasing shareholder engagement in certain companies [1][3]. Group 1: Shareholder Changes - Among the 734 stocks, 38 stocks experienced a decline in shareholder numbers exceeding 10% [3]. - The stock with the largest decline in shareholder numbers was Jin Yi Culture, which saw a decrease of 27.56% to 124,196 shareholders, alongside a cumulative drop of 15.33% in its stock price since the concentration of shares [3][4]. - Chuang Yi Tong followed closely with a 27.39% decrease in shareholder numbers, totaling 14,176, and a cumulative decline of 6.06% in its stock price [3][4]. Group 2: Performance of Concentrated Stocks - Stocks with concentrated holdings outperformed the Shanghai Composite Index, with 46% of these stocks achieving excess returns compared to the index [2]. - The average increase for concentrated stocks since July 1 was 5.04%, surpassing the Shanghai Composite Index's increase of 4.33% during the same period [2]. Group 3: Industry Performance - The industries with the highest concentration of stocks included machinery, basic chemicals, and electronics, with 39, 36, and 27 stocks respectively [3]. - Notable performers among concentrated stocks included Shen Shui Gui Yuan, Kang Hong Pharmaceutical, and Top Cloud Agriculture, with increases of 56.23%, 38.54%, and 37.29% respectively since July 11 [3]. Group 4: Earnings Reports - Among the concentrated stocks, *ST Ling Da reported the highest year-on-year net profit growth of 37.56% [4]. - Four stocks released preliminary earnings reports, with Bai Long Chuang Yuan and Guo Yuan Securities showing net profit growth rates of 42.68% and 40.44% respectively [4]. - A total of 102 stocks provided earnings forecasts, with 29 expecting profit increases and 9 expecting to turn profitable [4]. Group 5: Notable Stocks with Declining Shareholder Numbers - Other stocks with significant declines in shareholder numbers included Yi Hao New Materials (-26.86%), Bang Ji Technology (-25.36%), and Hui Zhong Shares (-24.28%) [4][5]. - The overall trend indicates a potential shift in investor sentiment towards these companies, as evidenced by the significant outflows of capital during the observed period [3][4].

Group 1 - The global smart marketing technology innovation and business model innovation are becoming the focus of the fintech sector, with Jin Yi Culture's subsidiary, Kai Ke Wei Shi, gaining significant market attention following its strategic shift from traditional gold and jewelry to software information after acquiring control in April 2025 [1] - Kai Ke Wei Shi has a strong foundation in payment clearing, which supports its intelligent marketing services, and has developed innovative business scenarios around wealth management and payment clearing, transforming marketing operations from "system provision" to "operation empowerment" [1] - The company is prioritizing the construction of vertical intelligent agents in AI financial solutions, such as financial advisor assistants and client manager assistants, and is deepening ecosystem partnerships to create integrated solutions with large models [1] Group 2 - Kai Ke Wei Shi has made significant progress in AI business, winning bids for AI large model projects in banks and developing intelligent agents for smart marketing, wealth management, intelligent investment advisory, and intelligent customer service [2] - The company is accelerating the application of AI technology in smart risk control and salary management, leveraging partnerships with leading firms like Alibaba and DeepSeek to integrate AI large model technology into various business scenarios [2] - The company possesses blockchain technology and stablecoin-related technology, with its digital RMB product already in use at several banks, utilizing blockchain for distributed ledger design [2] Group 3 - Looking ahead, Kai Ke Wei Shi has a clear development plan, focusing on deepening cooperation with existing clients and expanding business with newly signed clients like Bank of Communications and Postal Savings Bank [3] - The company aims to achieve net profits of no less than 66.6 million yuan, 75.6 million yuan, and 85.6 million yuan in 2025, 2026, and 2027 respectively, providing strong motivation for future growth [3] - With the acceleration of digital transformation in the financial industry, Jin Yi Culture, leveraging Kai Ke Wei Shi's capabilities in smart marketing and AI large models, is expected to open new performance growth points in the fintech sector [3]

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。 北京金一文化发展股份有限公司（以下简称"公司"）因实际运营管理需要， 已搬迁至新办公地址；近日，公司已完成注册地址的工商变更登记手续，并领取 了由北京市海淀区市场监督管理局换发的《营业执照》。具体情况如下： 证券代码：002721 证券简称：金一文化 公告编号：2025-036 北京金一文化发展股份有限公司 关于注册地址变更的公告 除上述信息变更外，《营业执照》记载的其他登记事项未发生变更。 特此公告。 北京金一文化发展股份有限公司董事会 2025 年 7 月 19 日 1 本次变更的主要事项： | 变更事项 | 变更前 | | 变更后 | | | | | --- | --- | --- | --- | --- | --- | --- | | 注册地址 | 北京市海淀区复兴路 69 号院 11 | 号楼 | 北京市海淀区西四环北路 | | 131 号院 | 1 | | | 六层 601 | | 号楼 2 235 号 | 层 | | | ...

Group 1 - The gold concept sector experienced a decline of 0.13%, ranking among the top losers in the market, with notable declines from companies such as Wolong New Energy and Jinyi Culture [1] - The top gainers in the gold concept sector included Qizhou Development, Hainan Mining, and Baoding Technology, with increases of 6.21%, 3.07%, and 2.26% respectively [1] - The concept sectors with the highest gains included the Armament Restructuring Concept at 4.22% and the Tonghuashun Fruit Index at 3.37% [1] Group 2 - The gold concept sector saw a net outflow of 1.271 billion yuan, with 50 stocks experiencing net outflows, and five stocks seeing outflows exceeding 100 million yuan [1] - The stock with the highest net outflow was Chifeng Gold, with a net outflow of 213 million yuan, followed by Zijin Mining and Jinyi Culture with outflows of 170 million yuan and 129 million yuan respectively [1] - The stocks with the highest net inflows included Qizhou Development, Baoding Technology, and Western Mining, with inflows of 84.43 million yuan, 29.77 million yuan, and 26.88 million yuan respectively [1] Group 3 - The top stocks in the gold concept sector by net outflow included Chifeng Gold (-1.99%), Zijin Mining (-0.37%), and Jinyi Culture (-3.14%) [2] - Other notable stocks with significant outflows included Luoyang Molybdenum (-0.25%) and Hunan Gold (-0.61%) [2] - The overall trading activity in the gold sector was characterized by a high turnover rate, with Jinyi Culture reaching 9.29% [2]

Group 1 - Beijing Jinyi Cultural Development Co., Ltd. received an administrative penalty decision from the Beijing Regulatory Bureau of the China Securities Regulatory Commission (CSRC) on June 7, 2024, following prior notifications regarding violations [2][4] - The company was found to have significantly understated inventory impairment from 2020 to 2021, leading to substantial discrepancies in financial data, including an inflated inventory amount of 610 million yuan, which accounted for 5.92% of total assets at the end of 2020 [3] - In 2021, the inflated inventory further increased to 637 million yuan, representing 7.03% of total assets, with an inflated profit of 28 million yuan, which was 1.89% of the total profit for that year [3] Group 2 - The CSRC imposed a fine of 1.5 million yuan on Beijing Jinyi Cultural Development Co., Ltd., along with individual fines of 700,000 yuan for the chairman and general manager, and 600,000 yuan for the financial director and another executive [4] - The penalties reflect the regulatory authority's commitment to maintaining market order and rigorously combating violations of information disclosure [4]

Group 1 - The company expects a net profit to be negative for the period from January 1, 2025, to June 30, 2025 [1] - The performance forecast is based on preliminary calculations by the company's finance department and has not been audited [2] - The main reason for the performance change is attributed to the acquisition of Beijing Kaike Weishi Technology Co., Ltd., which has led to increased intermediary fees and losses in the gold T+D deferred trading business due to short-term fluctuations in gold prices [1] Group 2 - The company anticipates non-recurring gains and losses to impact the performance, with an estimated effect of between -34 million to -38 million yuan [1] - The company expects a net profit, excluding non-recurring items, to be between 10 million to 14 million yuan, indicating a turnaround from a loss in the same period last year [1]