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。 特别提示： 1、本次股东会召开期间无否决或变更议案； 2、本次股东会以现场投票和网络投票相结合的方式召开。 证券代码：300058 证券简称：蓝色光标 公告编号：2025-022 北京蓝色光标数据科技集团股份有限公司 2024年年度股东会决议公告 4、召集人：北京蓝色光标数据科技集团股份有限公司第六届董事会 5、主持人：北京蓝色光标数据科技集团股份有限公司董事长赵文权先生 （二）会议出席情况： 现场出席本次股东会的公司股东（或股东代理人）共计 5 人，共计代表公司 有表决权股份 204,236,868 股，占公司股本总额的 8.0828%。通过网络投票出席 会议的股东共计 1,649 人，代表公司有表决权股份 62,005,161 股，占公司股本总 额的 2.4539%。 综上，出席本次股东会现场会议及通过网络投票参与本次股东会的股东共计 1,654 人，合计持有公司有表决权股份 266,242,029 股，占公司股本总额的 10.5367%。其中除公司董事、监事、高级管理人员以及单独或者合计持有公司 5% 以上 ...

北京市京都律师事务所 关于北京蓝色光标数据科技集团股份有限公司 2024年年度股东会的法律意见书 致：北京蓝色光标数据科技集团股份有限公司 北京市京都律师事务所（以下称"本所"）接受北京蓝色光标数据科技集团 股份有限公司（以下称"公司"）的委托，指派本所律师列席了公司于2025年5 月22日15:00在北京市朝阳区酒仙桥北路9号恒通国际创新园C9-C楼公司会议室 召开的公司2024年年度股东会（以下称"本次股东会"），并依据《中华人民共 和国公司法》《中华人民共和国证券法》等中国现行法律、法规和其他规范性文 件（以下称"中国法律法规"）及《北京蓝色光标数据科技集团股份有限公司章 程》（以下称《公司章程》）的规定，就本次股东会的召集和召开方式、出席会 议人员资格、召集人资格、会议表决程序和表决结果等事宜（以下称"程序事宜"） 出具本法律意见书。 为出具本法律意见书，本所律师审查了公司提供的有关本次股东会的文件， 包括但不限于公司第六届董事会第十八次会议决议以及根据上述内容刊登的公 告、关于召开本次股东会的通知、议案和决议等，同时听取了公司就有关事实 的陈述和说明，列席了本次股东会。公司承诺其所提供的文件和所作的 ...

Investment Rating - The report maintains a "Buy" rating for the media industry, highlighting the potential for growth driven by AI applications and consumer spending [6][19]. Core Insights - The media industry is supported by continuous policy backing, which includes urban renewal initiatives and the exploration of AI application scenarios. This is expected to stimulate new demand and enhance business growth [5][15][16]. - The upcoming e-commerce events, such as the 618 shopping festival, are anticipated to drive significant business activity within the media sector, leveraging technology to boost consumer engagement [18][19]. - Companies in the media sector are actively innovating and exploring new business models, particularly through AI integration, which is expected to enhance operational efficiency and create new revenue streams [16][19]. Summary by Sections Industry Review - The media sector has shown varied performance, with the e-commerce index experiencing significant gains while the smart TV index lagged behind. Notable stock performances included NetEase and Xunyou Technology, which saw increases of 16.07% and 14.26%, respectively [14][25]. Policy Support - Recent policies emphasize urban renewal and digital cultural development, aiming to enhance consumer infrastructure and promote new technologies. This is expected to create new opportunities for media companies [15][16][17]. Key Recommended Stocks - The report recommends several stocks within the media sector, including Mango Super Media (300413), Yaoji Technology (002605), and Wanda Film (002739), all of which are expected to benefit from upcoming events and innovations [6][9]. Market Dynamics - The report notes that the film market is recovering, with recent box office figures indicating a weekly revenue of 2.10 billion yuan. Upcoming films are expected to further stimulate audience engagement [30][32]. - In the television sector, popular shows are driving viewership, with top-rated series achieving significant market shares [34][35]. E-commerce Trends - Major e-commerce platforms like Alibaba and JD.com are gearing up for the 618 shopping festival, with strategies in place to enhance consumer engagement and drive sales growth [26][27].

Investment Rating - The report maintains a "Buy" rating for the media industry [6][21]. Core Insights - The evolution of consumer behavior in Japan's fifth consumption era highlights a shift from material quantity to quality, personalization, and emotional value, indicating that consumers are increasingly focused on well-being and life quality, which benefits the media sector [5][17]. - The report emphasizes the potential for domestic demand to drive growth in the media industry, supported by government policies and the integration of technology and content [5][19]. Summary by Sections Industry Overview and Dynamics - The media sector has shown varied performance, with the media index rising by 9.1% over one month, while the Shanghai Composite Index increased by 4.3% [3][15]. - The report notes significant fluctuations in individual stocks, with top gainers including Baotong Technology and Daocaoxiong Entertainment, while major losers included Wanda Film and Meiri Interactive [15]. Key Recommendations - The report recommends several stocks within the media sector, including: - Fengyuzhu (603466) focusing on experience economy - Mango Super Media (300413) benefiting from upcoming shows - Yaoyi Technology (002605) expected to recover due to card games [6][10]. - Other notable mentions include BlueFocus (300058), Wanda Film (002739), and Huace Film & TV (300133), all rated as "Buy" [10]. Market Trends - The report discusses the impact of the fifth consumption era on consumer preferences, emphasizing a focus on emotional resonance and value recognition rather than mere status symbols [17][19]. - It highlights the importance of the cinema line content sector, which is expected to benefit from government support and a growing domestic market [18]. Gaming Industry Insights - The gaming sector continues to thrive, with Tencent leading in mobile game revenues, and significant growth observed in titles like "Honor of Kings" [20]. - The report notes that 33 Chinese publishers ranked in the global top 100 for mobile game revenue, collectively earning $2 billion in April 2025 [20]. Upcoming Releases and Market Activity - The report outlines upcoming film releases, including "Chong·Zhuang," set to premiere on May 17, 2025, which is based on a true story [29][34]. - It also provides insights into the television ratings, with popular shows like "Cheng Jia" and "Man Hao De Ren Sheng" leading in viewership [35].

Investment Rating - The report maintains a "Buy" rating for the media industry [6][21]. Core Insights - The evolution of consumer behavior in Japan's fifth consumption era highlights a shift from material quantity to quality, personalization, and emotional value, indicating a growing focus on well-being and life quality, which is expected to benefit the media sector [5][17]. - The report emphasizes the importance of domestic demand and the dual nature of media as both a technology and consumer sector, suggesting that the integration of technology and content can stimulate curiosity-driven consumption [5][19]. Summary by Sections Industry Overview and Dynamics - The media sector has shown varied performance, with the media index rising by 9.1% over one month, while the Shanghai Composite Index increased by 4.3% [3][15]. - The report notes that the cinema content sector is still in a "low valley" and is expected to benefit from upcoming releases and policy support [18][19]. Key Recommended Stocks and Logic - The report recommends several stocks within the media sector, including: - Windy Zhi (603466) focusing on experience economy - Mango Super Media (300413) with upcoming variety shows - BlueFocus Communication (300058) as a leading digital marketing firm [6][10]. Game Industry Progress - In April 2025, Chinese mobile game publishers generated $2 billion, accounting for 38.4% of the global top 100 mobile game publishers' revenue, with Tencent leading the market [20]. Film Market - The report highlights the upcoming film "冲·撞" set to release on May 17, which is based on a true story, indicating a focus on culturally relevant content [29]. Television Market - The report provides insights into the television ratings, with "成家" leading the viewership, showcasing the competitive landscape in the drama sector [35]. Variety Show Market - The report mentions popular variety shows such as "哈哈哈哈哈 第五季," indicating strong viewer engagement in the entertainment sector [37].

Core Insights - The "2025 China Listed Companies Brand Value List" was released at a conference themed "Digital Intelligence Upgrading, Brand Resonance" in Shanghai, marking the ninth edition of this event [1][3] - The total brand value of the top 100 companies on the list reached 20.46 trillion yuan, an increase of 2.65 trillion yuan or 14.9% year-on-year [7] - Tencent and Alibaba retained the top two positions with brand values of 26,824 billion yuan and 18,335 billion yuan, respectively [7] Brand Value Rankings - The event introduced a new "Yangtze River Delta Listed Companies Brand Value List TOP100," showcasing the brand value and market influence of companies in this economically significant region [1][12] - The Yangtze River Delta region's listed companies collectively have a brand value of 64,965 billion yuan, with eight companies exceeding 1,000 billion yuan in brand value [12] Brand Development Trends - Media communication is emphasized as a key accelerator for brand building, with companies encouraged to collaborate for mutual growth [2] - The integration of digital technologies and traditional brand promotion is reshaping brand strategies, leading to a trend towards brand IP (intellectual property) development [14][19] Investment Opportunities - The "Everyday Brand 100 Index," launched in May 2022, has shown strong performance, with significant excess returns compared to major indices [13] - The index's sample companies have an average market capitalization of 353.7 billion yuan, indicating a strong large-cap focus [13] Strategic Insights - The conference highlighted the importance of aligning brand values with local culture and consumer engagement for international brands operating in China [16] - The rise of AI in marketing is seen as a transformative opportunity for Chinese brands to expand globally, with companies like BlueFocus leveraging AI to enhance operational efficiency [19][20] Media and Technology Integration - The "Everyday Economic News" is adopting an AI-driven strategy to redefine media boundaries and enhance brand communication [20][23] - The establishment of a national first "Media Intelligence Incubator Platform" aims to create practical media solutions through human-machine collaboration [23]

Core Insights - The global AI competition has entered a "China moment" since 2025, marking the beginning of a golden era for AI applications in marketing technology [1] - BlueFocus, a leading global marketing group, recognizes the need to shift from an agency-driven model to a technology and AI-driven approach for Chinese brands going global [1] Group 1: AI as a Driving Force - AI has become a "super engine" for brands going global, enhancing efficiency despite short-term trade fluctuations [3] - The "All In AI" strategy has led to AI covering over 95% of BlueFocus's operational scenarios, with the introduction of the proprietary BlueAI model [3] - The BlueAI platform significantly improves the efficiency of generating advertising materials, achieving over tenfold increases in productivity for multilingual content and AI-generated videos [3] Group 2: Emerging Trends in Brand Marketing - Three major trends in Chinese brands' overseas marketing include AI-driven efficient advertising, the rise of new platforms, and the deepening of Direct-to-Consumer (DTC) models [4] - New platforms like TikTok, Temu, and Kwai are becoming crucial for reaching younger audiences, with brands increasingly relying on independent sites and social media for direct user connections [4] Group 3: Localization and Market Penetration - AI is being utilized to predict trending product categories in Southeast Asia and to identify local influencers in Japan, enhancing consumer trust [5] - Companies are advised to embrace AI tools across the entire marketing process, focus on localization, ensure data compliance, and combine DTC with social e-commerce strategies [5][6] - BlueFocus has established offices in nine countries to strengthen local teams and provide specialized market insights, adapting marketing strategies to cultural differences [6] Group 4: Future Strategies - BlueFocus is set to launch its "Globalization 2.0 Strategy" in 2024, focusing on building technological barriers and optimizing market structures for high-quality growth [6] - The company plans to transition from traffic agency models to self-built traffic, exploring collaborations through investments and acquisitions in the marketing and content sectors [6]

Investment Rating - The investment rating for the company is "Add" [3] Core Insights - The company reported a total revenue of 60.797 billion yuan for 2024, representing a year-on-year growth of 15.55%. However, it recorded a net loss attributable to shareholders of 291 million yuan [1][7] - In Q1 2025, the company achieved a revenue of 14.258 billion yuan, a decrease of 9.66% year-on-year, while the net profit attributable to shareholders was 96 million yuan, an increase of 16.01% [1] - The company's overseas advertising business generated 48.333 billion yuan in revenue, a year-on-year increase of 29.36%, accounting for 79.5% of total revenue [7] - The "All in AI" strategy has been deepened, with AI driving a significant revenue increase, achieving over 1 billion yuan in revenue from AI-enabled services [7] Financial Data Summary - Total revenue for 2023 was 52.616 billion yuan, with a projected increase to 65.052 billion yuan in 2025, reflecting a growth rate of 7% [2][11] - The company is expected to return to profitability in 2025 with a net profit of 392 million yuan, following a loss in 2024 [2][12] - The company's total assets are projected to grow from 22.371 billion yuan in 2024 to 25.241 billion yuan by 2027 [10] - The return on equity (ROE) is expected to improve from -3.8% in 2024 to 5.0% in 2025 [12]

Investment Rating - The report maintains a "Buy" rating for the media industry [6][10][22] Core Viewpoints - The media sector is expected to benefit from AI applications, with policies supporting the development of AI technologies [5][20] - The first quarter of 2025 shows a recovery trend in the media sector, with a significant year-on-year increase in net profit [16][18] - The film market is projected to face challenges, with lower ticket sales compared to previous years, emphasizing the need for quality content to drive audience engagement [17][31] Summary by Sections Industry Overview and Dynamics - The media industry has experienced a mixed performance, with the AI wearable device index showing significant gains while the Disney index has declined [15] - The overall net profit for the A-share media and internet sector decreased by 57% in 2024, but a 46% increase was observed in the first quarter of 2025 [16] Key Recommendations - Specific stocks recommended include: - Windy Zhi (603466) - Strong performance in Q1 2025 - Mango Super Media (300413) - Upcoming show "Singer 2025" scheduled for May 16 - BlueFocus Communication Group (300058) - Benefiting from Microsoft's digital marketing initiatives [6][10] Film Market Insights - The film market's performance during the May Day holiday showed a significant decline in both box office revenue and ticket sales compared to the previous year [17][31] - The report highlights the importance of quality content in driving audience demand, with upcoming summer releases being crucial for recovery [17] Game Industry Progress - The Chinese gaming market generated revenues of 857.04 billion yuan in Q1 2025, with a year-on-year growth of 17.99% [21] - New game releases are expected to contribute positively to market growth [21] AI Applications in Media - The integration of AI technologies is seen as a transformative factor for various sectors, including digital marketing and content creation [20] - Companies like Tencent and Alibaba are heavily investing in AI, which is expected to enhance their operational capabilities [20]

Core Viewpoint - The digital marketing shaping and promotion capabilities of companies have become a key factor in determining their market competitiveness, with a recent authoritative list highlighting the top companies in this field [1]. Group 1: Top Companies - Hangzhou Pinsu Co-Win Technology Co., Ltd. ranks first, recognized for its professional talent pool and innovative data analysis capabilities, enabling precise brand development predictions [2][3]. - Junzhi Strategic Consulting, located in Shanghai, secures the second position with its unique strategic system that integrates Western business theories and traditional Chinese strategic thought [4][5]. - The Pingsu Public Relations Team, taking third place, showcases strong crisis management abilities and a diverse professional background, providing customized brand services [6][7]. - Beijing BlueFocus Data Technology Co., Ltd. ranks fourth, noted for its powerful data processing capabilities and effective regional marketing strategies [8][9]. - Leo Group, in fifth place, excels in integrated marketing communication, utilizing advanced monitoring technologies to manage brand reputation [10][11]. Group 2: Company Achievements - Pinsu Co-Win Technology successfully rebranded a traditional clothing brand, enhancing its appeal to younger consumers through data-driven strategies and creative content [2][3]. - Junzhi helped a traditional furniture company establish a unique market position by emphasizing its cultural heritage and high-end customization [4][5]. - The Pingsu Public Relations Team effectively restored a financial company's reputation through strategic media engagement and public events [6][7]. - BlueFocus implemented a data-driven marketing campaign for a 3C brand, tailoring strategies to different consumer demographics [8][9]. - Leo Group organized engaging online and offline activities for an automotive brand, significantly improving its market presence and sales [10][11].