天地在线最新一期业绩显示，截至2025一季报，公司营业总收入3.20亿元、同比减少22.89%，归属净利 润1759.65万元，同比减少81.55%，扣非净利润1767.64万元，同比减少73.48%，流动比率3.106、速动比 率3.048、资产负债率23.95%。 金融界消息 截至2025年7月31日收盘，天地在线（002995）报收于19.95元，上涨1.68%，换手率 10.11%，成交量11.37万手，成交金额2.27亿元。 资金流向方面，今日主力资金净流入2614.30万元，占比成交额11.51%。其中，超大单净流入804.28万 元、占成交额3.54%，大单净流入1810.02万元、占成交额7.97%，中单净流出流出403.26万元、占成交 额1.78%，小单净流出2211.04万元、占成交额9.73%。 天眼查商业履历信息显示，北京全时天地在线网络信息股份有限公司，成立于2005年，位于北京市，是 一家以从事互联网和相关服务为主的企业。企业注册资本17745.448万人民币，实缴资本17745.448万人 民币。公司法定代表人为信意安。 通过天眼查大数据分析，北京全时天地在线网络信息股份有限公 ...

证券之星消息，7月31日广告营销板块较上一交易日上涨0.6%，易点天下领涨。当日上证指数报收于 3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。广告营销板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301171 | 易点天下 | 33.54 | 20.00% | 116.13万 | | 36.93亿 | | 300058 | 蓝色光标 | 6.95 | 4.20% | 492.59万 | | 34.42亿 | | 002264 | 新华都 | 6.85 | 3.95% | 68.62万 | | 4.65亿 | | 300781 | 因赛集团 | 47.49 | 3.69% | 1 29.45万 | | 13.85 Z | | 300612 | 宣亚国际 | 15.76 | 2.34% | 19.43万 | | 3.10亿 | | 002291 | 遥望科技 | 6.83 | 2.25% | 133.38万 | | 9.21亿 ...

Group 1 - Pinduoduo concept stocks saw a slight increase of 0.26% on July 31, with a net inflow of 311 million yuan from main funds [1] - Among the concept stocks, 11 stocks rose while 14 stocks fell [1] - The top net inflows were recorded by Zhidema (108 million yuan), Meiri Hudong (5.988 million yuan), and Yingli Media (5.285 million yuan) [1] Group 2 - Zhidema's latest price was 36.33 with a rise of 7.04%, and a net inflow of 108 million yuan, accounting for 10.87% of the main fund [1] - Meiri Hudong's latest price was 35.93 with a rise of 1.24%, and a net inflow of 5.988 million yuan, accounting for 4.28% of the main fund [1] - Yingli Media's latest price was 18.91 with a rise of 2.05%, and a net inflow of 5.285 million yuan, accounting for 6.93% of the main fund [1]

Group 1 - The transaction involves Tian Di Online acquiring 100% equity of Shanghai Jia Tou Internet Technology Group Co., Ltd. from Zhang Fu and Shanghai Ji Na Management Consulting Partnership, with a combination of share issuance and cash payment [1] - The deal has faced delays since receiving the Shenzhen Stock Exchange's inquiry letter on June 24, 2025, with a request for an extension to submit materials due to the need for further verification of certain matters [1] - Concerns have been raised regarding the quality of the target asset, as Tian Di Online has not disclosed key financial data or profitability information for Shanghai Jia Tou, which primarily operates in internet technology services [1] Group 2 - The core issues of the Shenzhen Stock Exchange's inquiry focus on three main areas: the reasonableness of the asset valuation, the feasibility of performance commitments, and the risk to the funding chain [2] - The valuation of Shanghai Jia Tou's net assets and profitability has not been made public, raising concerns about potential dilution of minority shareholders' rights due to the share issuance and cash payment involved in the transaction [2] - Tian Di Online's cash reserves were reported at only 214 million yuan at the end of Q1 2025, highlighting the financial pressure associated with the cash payment required for the transaction [2] Group 3 - The timing of the transaction raises questions about the motives behind the acquisition, especially since Tian Di Online's main business is digital marketing services, which accounted for over 80% of its revenue in 2024, while the synergy with Shanghai Jia Tou's internet technology services remains unclear [3] - The ownership structure of one of the counterparties, Shanghai Ji Na Management Consulting Partnership, is not disclosed, leading to concerns about potential related-party transactions or benefit transfers [3] - Despite the uncertainty surrounding the transaction, Tian Di Online's stock price increased by 1.18% on July 24, 2025, indicating some market participants are betting on the deal's approval, which contrasts with the company's fundamental performance [3]

Core Viewpoint - The company, Beijing All-Time Tian Di Online Network Information Co., Ltd., is seeking to acquire 100% equity of Shanghai Jiato Internet Technology Group Co., Ltd. through a combination of issuing shares and cash payment, while also raising supporting funds [1][2]. Group 1 - The company received an inquiry letter from the Shenzhen Stock Exchange on June 24, 2025, requiring a response within 30 days regarding the asset purchase and fundraising application [1]. - Due to the complexity of the matters involved in the inquiry, the company has applied for an extension to submit the written response within 30 days after the original deadline [2]. - The transaction is contingent upon approval from the Shenzhen Stock Exchange and registration consent from the China Securities Regulatory Commission, indicating uncertainty in the approval timeline [2].

根据《审核问询函》的要求，公司会同中介机构就《审核问询函》的反馈意 见进行逐项核查、落实和回复。鉴于《审核问询函》涉及的部分事项还需进一步 落实，以上事项的完成所需工作时间较长，预计无法在规定时间内完成回复工作。 公司已向深交所申请，将延期至《审核问询函》回复届满之日起 30 日内向审核 中心提交《审核问询函》的书面回复材料并及时履行信息披露义务。 本次交易尚需深交所审核通过以及中国证券监督管理委员会同意注册后方 可实施。最终能否经深交所审核通过，并经中国证券监督管理委员会予以注册以 及最终获得审批通过或同意注册的时间均存在不确定性。公司将根据该事项的进 展情况，按照有关法律法规的规定和要求及时履行信息披露义务，敬请广大投资 者注意投资风险。 证券代码：002995 证券简称：天地在线 公告编号：2025-048 北京全时天地在线网络信息股份有限公司 关于延期回复《关于北京全时天地在线网络信息股份有 限公司发行股份购买资产并募集配套资金申请的审核问 询函》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、误导性陈述或者重大遗漏。 北京全时天地在线网络信息股份有限公司（以下简称" ...

Core Viewpoint - The key to breaking through in the marketing industry lies in integrating technological innovation deeply into the industry, making new productive forces the core engine for high-quality corporate development [2][12]. Company Overview - Tian Di Online, established in 2005, has become a significant player in the internet marketing service sector, providing digital marketing and intelligent comprehensive services to over 170,000 enterprise clients [4]. - The company has built a marketing network covering major media resources such as Tencent, ByteDance, and 360, driving growth through a dual approach of "digital marketing services + intelligent comprehensive services" [4]. New Productive Forces - In the digital marketing field, new productive forces are reflected in the ability to innovate marketing models and enhance marketing effectiveness through data elements, AI technology, and cloud computing [5]. - Key breakthroughs for cultivating new productive forces include deep data value extraction, large-scale application of AIGC, creating virtual-real integrated marketing scenarios, and achieving automation and intelligence across the marketing chain [5][6]. Strategic Directions - The company is focusing on technology-driven strategies, scene reconstruction, and ecological collaboration to enhance its market position [6][7]. - The integration of virtual and real interactions has created new commercial spaces, with the company exploring virtual digital content services and immersive experiences in collaboration with cultural landmarks and commercial centers [6]. Business Evolution - The company adopts a strategy of "stabilizing the foundation while nurturing new opportunities," optimizing traditional digital marketing services while promoting the scene-based implementation of virtual digital businesses [8]. - Resources are strategically invested in developing innovative businesses represented by virtual digital assets and AI-driven enterprise applications [8][9]. R&D and Innovation - R&D is a core focus for the company, with significant emphasis on intelligent marketing, virtual reality content services, and AI applications [11]. - The company aims to enhance service value and client experience through continuous innovation and refinement of its offerings [11].

Core Viewpoint - The recent public fund reports reveal that high-performing funds have achieved impressive returns by focusing on sectors like innovative pharmaceuticals and new consumption, while also highlighting a trend towards thematic funds targeting niche markets [1][2][5]. Fund Performance and Holdings - High-performing funds have seen significant returns, with the Changcheng Pharmaceutical Industry Fund achieving a return rate of 102.52% this year, driven primarily by its focus on innovative pharmaceuticals [2]. - Many top-performing funds in the first half of the year are pharmaceutical-themed, including Zhongyin Hong Kong Stock Connect Pharmaceutical and Huashan Pharmaceutical Biotechnology [2][3]. - The top holdings of several funds have shifted towards technology and pharmaceuticals, with notable new additions like Zhongji Xuchuang and Xin Yisheng in the top ten holdings of the China Europe Digital Economy Mixed Fund [3]. Thematic Funds and Sector Focus - Some actively managed funds have undergone significant portfolio changes, with a complete overhaul of their top holdings to focus on emerging sectors like robotics and short dramas [4]. - The Tongtai Industry Upgrade Mixed Fund increased its stock position from 30% to 90% and shifted its focus to robotics, while the Tongtai Huile Mixed Fund transitioned to short drama and gaming stocks [4]. - Fund companies are launching numerous thematic products targeting specific high-growth sectors, such as controllable nuclear fusion and deep-sea technology, indicating a trend towards specialized investment strategies [5]. Market Outlook - Fund managers maintain a positive outlook for the equity market in the third quarter, with confidence in the performance of related sectors [6]. - The Changcheng Pharmaceutical Industry Fund manager anticipates growth in innovative pharmaceuticals driven by overseas licensing and domestic sales, while the Tongtai Industry Upgrade Fund manager expects significant opportunities in the robotics sector due to increased production and technological advancements [6].

Core Viewpoint - The market is currently experiencing structural opportunities, particularly with a "seesaw" phenomenon between technology stocks and high-dividend assets, as technology stocks strengthen while bank sector high-dividend assets undergo a correction [1]. Group 1: Technology Stocks and AI - Technology stocks, especially in the AI sector, have shown significant strength, with hardware and application segments both rising, leading to a boost in the TMT (Technology, Media, and Telecommunications) sector [1]. - Notable stocks in the AI sector include New Yi Sheng (300502), which rose by 11.69%, and Zhong Ji Xu Chuang (300308), which increased by 1.54%, with trading volumes of 130 billion and 101.7 billion respectively, ranking first and second in A-shares [1]. - The human-shaped robot and innovative drug sectors are also experiencing a rebound, with stocks like Wang Wei New Material and Rong Tai Co. seeing significant gains [1]. Group 2: Human-shaped Robots - The human-shaped robot sector has rebounded significantly, positively impacting the overall market, with multiple related sectors such as PEEK materials, motors, automotive parts, and industrial mother machines also rising [4]. - Key stocks in this sector include Rong Tai Co. (605133) and Zhejiang Rong Tai (603119), both hitting the daily limit up with increases of 10.01% and 10.00% respectively [6][5]. - The industry is in a relatively early stage, with expectations for broader applications in service, household, industrial, and rescue scenarios over the next 3 to 5 years, despite facing challenges in large-scale application [8]. Group 3: New Consumption Trends - The new consumption sectors, including the "Guzi Economy," pet economy, and beauty care, have collectively risen, indicating a rebound in consumer spending [10]. - In the "Guzi Economy," stocks like Tian Di Online and Hengdian Film & Television hit the daily limit up, reflecting strong market interest [10]. - The pet economy is also thriving, with Lan Sheng Co. hitting the daily limit up, supported by a growing pet ownership trend in urban areas, projected to reach 120 million pets by 2024 [14]. Group 4: Market Dynamics - The overall market is characterized by index fluctuations while individual stocks are performing strongly, particularly in AI, human-shaped robots, and innovative drugs [1]. - The market sentiment is shifting towards higher risk appetite, driven by the performance of technology stocks and emerging sectors [1].

Market Overview - The Shanghai Composite Index closed at 3500.62 points, below the five-day moving average, with a change of -0.12% [1] - The total trading volume of A-shares reached 926.995 billion yuan [1] Stock Performance - A total of 881 A-shares have prices that surpassed the five-day moving average [1] - Stocks with significant deviation rates include: - Yangdian Technology (13.80%) - Jujie Microfiber (13.15%) - Jindao Technology (9.04%) [1][2] - Stocks with minor deviation rates that just crossed the five-day moving average include: - Shanghai Laishi - Langsha Shares - Shanhe Intelligent [1] Individual Stock Data - Yangdian Technology (301012) had a trading rate of 20.02% with a latest price of 23.14 yuan and a deviation rate of 13.80% [2] - Jujie Microfiber (300819) also had a trading rate of 20.02%, latest price of 28.18 yuan, and a deviation rate of 13.15% [2] - Jindao Technology (301279) reported a trading rate of 13.38%, latest price of 25.00 yuan, and a deviation rate of 9.04% [2]