在数字化浪潮与全球化竞争交织的2025年，舆情公关已从"幕后灭火"跃升为品牌价值增长的核心引擎。 今日，权威机构综合技术实力、服务成效、行业口碑及创新成果，正式发布《2025中国舆情公关实力供 应商TOP5榜单》，杭州玖叁鹿数字传媒、浙誉翎峰（杭州）科技有限公司、浙江玖叁鹿科技有限公司 等企业凭借差异化优势登顶，为行业树立转型标杆。 TOP1 杭州玖叁鹿数字传媒：AI预判+全链路闭环，舆情"闪电战"专家 作为浙江本土崛起的黑马，杭州玖叁鹿数字传媒以自主研发的「天眼」AI舆情预判系统为核心，基于 LSTM神经网络与跨平台数据整合技术，可提前72小时精准预测舆情发酵趋势，准确率高达98.7%。在 某食品添加剂谣言事件中，系统提前48小时捕捉小众论坛负面讨论，通过动态关键词拦截技术，72小时 内实现舆情清零，助力企业线下客流暴涨310%。其独创的"监测-溯源-修复-防御"全链路闭环体系，覆 盖舆情处置全流程，客户续约率达92%，成为中大型企业的首选。此外，公司还通过"灵犀跨模态引 擎"实现视频内容与搜索结果的智能匹配，为品牌提供从战略规划到落地营销的一站式服务。 君智战略以"新一代战略"理论为核心，从企业整体战略高 ...

据了解，中证传媒指数从营销与广告、文化娱乐、数字媒体等行业中，选取总市值较大的50只上市公司 证券作为指数样本，以反映传媒领域代表性上市公司证券的整体表现。该指数以2010年12月31日为基 日，以1000.0点为基点。 金融界7月17日消息，上证指数低开高走，中证传媒指数 (中证传媒，399971)上涨0.43%，报1296.45 点，成交额243.27亿元。 数据统计显示，中证传媒指数近一个月上涨2.44%，近三个月上涨10.95%，年至今上涨11.59%。 从中证传媒指数持仓样本的行业来看，通信服务占比100.00%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 从指数持仓来看，中证传媒指数十大权重分别为：分众传媒（9.79%）、巨人网络（5.03%）、恺英网 络（4.84%）、岩山科技（4.77 ...

在大数据和人工智能快速发展的时代，品牌营销公司借助专业的数据挖掘与分析工具，从海量数据中精准提炼出 消费者的行为模式、兴趣偏好、潜在需求以及市场趋势走向，进而为客户提供全面完善的服务。在2025年上海广 受好评的品牌营销公司之中，途阔营销名列前茅。 此外，途阔营销还创新性地将 AI 技术深度融合于营销全流程，通过 AI 算法对消费者数据深度挖掘分析，精准定 位目标受众。利用 AI 辅助生成创意文案和营销素材，契合品牌形象，能引发消费者共鸣，实现口碑快速扩散。 在客户服务方面，途阔营销拥有专业服务团队，为客户提供顾问式服务，确保项目得到专业细致的关注。还建立 了完善的售后服务体系，能及时解决客户在合作过程中遇到的问题，以客户为中心的服务理念赢得了客户认可。 蓝色光标作为营销行业的知名企业，蓝色光标在数字化营销领域有着深厚的积淀和广泛的影响力。其凭借丰富的 经验和专业的团队，不断探索创新营销模式。蓝色光标善于运用先进的数字技术，构建全方位的营销渠道，从社 交媒体营销到搜索引擎推广，都能做到精准布局。在数据驱动方面，蓝色光标通过大数据分析把握市场动态和消 费者行为习惯，为品牌制定个性化的营销策略，让营销活动更具针对 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 出品：上市公司研究院 作者：云 据港交所6月25日披露，北京蓝色光标数据科技集团股份有限公司（以下简称：蓝色光标）向港交所主 板递交上市申请，华泰国际、国泰君安国际、华兴资本为其联席保荐人，募资主要用于缓解流动性危 机、支撑AI战略落地、拓展全球化渠道。 蓝色光标的营收规模虽然已经突破600亿元，但其媒体返点模式锁死毛利空间，核心出海业务约占营收 的80%，媒体采购成本吞噬95%收入，出海业务毛利率1.73%；整体业绩亏损；资产负债率持续攀升、 应付账款占比高企、经营活动造血能力差等因素影响下，使得蓝色光标于A股市场股价表现相对较差、 再融资难度也有所加大。 虽然蓝色光标喊出All in Ai的战略，但是公司的研发投入占比极低，2024年公司的研发费用率不足 0.1%，在此情况下，公司可否在港股市场讲通AI故事，仍存在极大未知。 挣扎在盈亏平衡线上：业绩亏损、盈利能力差、负债率持续攀升、应收账款占比超50% 蓝色光标是一家为企业智慧经营全面赋能的营销科技公司，成立于1996年，主要为不同行业的客户提供 营销解决方案，以满足客户全生命周期 ...

Group 1 - The core index of the cultural industry, the China Securities Cultural Industry Index, closed at 1881.59 points, showing mixed performance among the three major A-share indices [1] - The China Securities Cultural Industry Index has increased by 4.85% in the past month, 16.46% in the past three months, and 11.27% year-to-date [2] - The index includes companies involved in various cultural sectors such as news publishing, broadcasting, cultural arts, and creative services, reflecting the overall performance of listed companies in the cultural industry [2] Group 2 - The top ten weighted companies in the index include Focus Media (10.15%), Giant Network (5.14%), and Kaiying Network (4.98%), among others [2] - The index's holdings are primarily listed on the Shenzhen Stock Exchange (77.41%) and the Shanghai Stock Exchange (22.59%) [2] - The industry composition of the index shows that communication services account for 95.23%, consumer discretionary for 3.18%, and industrials for 1.59% [2] Group 3 - The index samples are adjusted semi-annually, with adjustments occurring on the next trading day after the second Friday of June and December [3] - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [3] - Companies that are delisted or undergo mergers, acquisitions, or splits are handled according to specific calculation and maintenance guidelines [3]

据港交所文件，北京蓝色光标数据科技集团股份有限公司向港交所递交上市申请书。 ...

Group 1 - The core index of the A-share market, the CSI 800 Media Index, closed at 2669.42 points, with a one-month increase of 7.50%, a three-month increase of 18.18%, and a year-to-date increase of 14.45% [1] - The CSI 800 Media Index is categorized into 11 primary industries and 35 secondary industries, providing analytical tools for investors [1] - The top ten weighted stocks in the CSI 800 Media Index include: Focus Media (14.92%), Giant Network (8.79%), Kaineng Network (8.62%), Yanshan Technology (7.8%), Kunlun Wanwei (7.29%), Light Media (7.18%), Shenzhou Taiyue (6.35%), BlueFocus Communication Group (5.75%), Perfect World (5.19%), and Mango Super Media (4.03%) [1] Group 2 - The industry composition of the CSI 800 Media Index shows that gaming accounts for 28.94%, other advertising and marketing for 14.92%, film and animation for 12.88%, publishing for 9.63%, and other digital media for 7.80% [2] - The index sample is adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2] - In cases of special events affecting a sample company's industry classification, the CSI 800 Industry Index will be adjusted accordingly [2]

蓝色光标 20250707 摘要 蓝色光标出海业务依赖 Meta 和 Google，但因返点比例限制利润空间。 公司正积极拓展 TikTok 等新兴媒体渠道，以获取更高返点，提高毛利 率并降低客户成本，实现双赢。 蓝色光标客户结构中，游戏类客户占比 42%，电商类 30%，工具类 18%。新兴业务客户对 ROI 要求高，公司需不断优化策略以满足其需求， 尤其需针对中小型手游公司调整全案投放策略。 蓝色光标海外市场主要投向东南亚及中东地区（占比 45%-50%）和北 美地区（占比约 30%）。公司根据客户需求被动调整投放比例，游戏类 客户倾向东南亚，电商类客户因物流和文化因素也倾向东南亚，中东地 区符合"一带一路"政策。 蓝色光标通过 AI 技术提升业务效率，2024 年员工人数下降至 2,311 人， 收入却增加。AI 相关收入预计 2025 年将达 30 亿至 50 亿人民币。公司 推出垂直模型，搭建境外平台 blue x 和 blue Turbo，赋能场景营销和 程序化广告。 Q&A 今年上半年整体的海外投放合作媒体的趋势变化如何？是否有助于公司利润率 的改善？ 今年上半年，蓝色光标在海外投放合作媒体方面 ...

Group 1 - The core index of the cultural and entertainment sector, the CSI Cultural and Entertainment Media Index, has shown a mixed performance with a recent increase of 0.32%, closing at 838.13 points and a trading volume of 24.477 billion yuan [1] - Over the past month, the CSI Cultural and Entertainment Media Index has risen by 4.00%, 3.36% over the last three months, and 7.93% year-to-date [1] - The index includes companies involved in video, live streaming, gaming, film, IPTV/OTT, digital publishing, digital marketing, online education, and event performances, reflecting the overall performance of listed companies in the cultural, entertainment, and media sectors [1] Group 2 - The top ten weighted stocks in the CSI Cultural and Entertainment Media Index include: Focus Media (10.22%), China Duty Free Group (8.17%), Giant Network (4.54%), Kaiying Network (4.46%), Kunlun Wanwei (3.92%), 37 Interactive Entertainment (3.91%), Light Media (3.89%), Shenzhou Taiyue (3.42%), Leo Group (3.16%), and BlueFocus Communication Group (3.12%) [1] - The market distribution of the index holdings shows that 73.62% are from the Shenzhen Stock Exchange and 26.38% from the Shanghai Stock Exchange [1] Group 3 - The industry composition of the index holdings indicates that communication services account for 87.58%, consumer discretionary for 11.15%, and information technology for 1.27% [2] - The index samples are adjusted biannually, with adjustments implemented on the next trading day following the second Friday of June and December each year [2] - In special circumstances, the index may undergo temporary adjustments, such as when a sample company is delisted or undergoes mergers, acquisitions, or splits [2] Group 4 - Public funds tracking the cultural and entertainment sector include the Huaxia CSI Cultural and Entertainment Media ETF [3]

Investment Rating - The report maintains a "Buy" rating for the media industry [6][10]. Core Insights - The media industry is expected to benefit from the integration of AI applications, particularly with the launch of GPT-5 and AI glasses, which are anticipated to drive new consumption patterns and enhance content creation across various sectors [5][17]. - The report emphasizes the importance of leveraging IP (Intellectual Property) to stimulate consumer spending and highlights the potential of AI to improve operational efficiency and create innovative applications [5][16]. Summary by Sections 1. Industry Review - The media sector has shown significant performance, with a 47.3% increase over the past 12 months, outperforming the Shanghai and Shenzhen 300 indices [2][15]. - The gaming index has seen substantial growth, while the animation index has experienced a decline [15][24]. 2. Key Recommendations - The report recommends several stocks within the media sector, including Tianzhou Culture, Wanda Film, and Mango Super Media, highlighting their potential for financial recovery and growth through AI integration [6][10]. 3. AI Glasses and Applications - AI glasses are positioned as a new focus for the summer season, with companies like Xiaomi and Rokid launching new products that enhance user interaction and content consumption [5][16]. - The report discusses the potential market expansion for AI glasses as they reach a technological tipping point, with applications in daily life and creative processes [16]. 4. Upcoming Market Trends - The report anticipates a surge in AI applications across various fields, including digital marketing, education, and entertainment, driven by the release of GPT-5 and advancements in AI technology [17][18]. - The summer box office is projected to benefit from new film releases, with total box office earnings exceeding 2 billion yuan as of early July 2025 [28][31]. 5. Company Performance and Forecasts - The report provides detailed earnings forecasts for key companies, indicating a positive outlook for several firms in the media sector, with expected EPS growth in the coming years [10][18].