Core Insights - The advertising and marketing sector saw a 0.6% increase on July 31, with 易点天下 leading the gains [1] - The Shanghai Composite Index closed at 3573.21, down 1.18%, while the Shenzhen Component Index closed at 11009.77, down 1.73% [1] Stock Performance - 易点天下 (301171) closed at 33.54, up 20.00% with a trading volume of 1,161,300 shares and a transaction value of 3.693 billion [1] - 蓝色光标 (300058) closed at 6.95, up 4.20% with a trading volume of 4,925,900 shares and a transaction value of 3.442 billion [1] - 新华都 (002264) closed at 6.85, up 3.95% with a trading volume of 686,200 shares and a transaction value of 465 million [1] - 分众传媒 (002027) closed at 7.50, down 1.83% with a trading volume of 788,500 shares and a transaction value of 594 million [2] Capital Flow - The advertising and marketing sector experienced a net inflow of 1.699 billion from institutional investors, while retail investors saw a net outflow of 1.042 billion [2] - 易点天下 had a net inflow of 889 million from institutional investors, but a net outflow of 397 million from retail investors [3] - 蓝色光标 experienced a net inflow of 272 million from institutional investors, with a net outflow of 218 million from retail investors [3]

证券代码：300242 证券简称：佳云科技 公告编号：2025-061 截至本公告披露日，张东亮先生及其配偶或关联人未持有公司股份，不存在 应当履行而未履行的承诺事项。公司及董事会对其在任职期间的贡献表示衷心的 感谢。 二、其他情况说明 广东佳兆业佳云科技股份有限公司 关于公司高级管理人员离职的进展公告 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。 广东佳兆业佳云科技股份有限公司（以下简称"公司"）于 2025 年 6 月 14 日披露了《关于公司高级管理人员拟离职的提示性公告》（公告编号：2025-050）， 杨家德先生、张东亮先生、刘超雄先生与公司协商达成一致，拟于 2025 年 7 月 31 日离职，离职后将不担任公司及控股子公司相关职务。杨家德先生已于 2025 年 6 月 30 日辞去公司总经理（法定代表人）及董事会秘书代行人职务，具体内 容详见《关于选举公司董事长、董事会专门委员会委员暨变更高级管理人员、董 事会秘书代行人的公告》（公告编号：2025-053）。 一、高级管理人员辞职情况 董事会于近日收到公司副总经理张东亮先生提交的书面辞职报告， ...

Core Insights - The average salary of CFOs in the A-share market reached 76.03 million yuan in 2024, with a total of 4.243 billion yuan for all CFOs [1] - In the media industry, the average salary for CFOs was 95.26 million yuan, with a total salary expenditure of 1.08 billion yuan [2][3] - There is a positive correlation between the educational background of CFOs and their salary levels, with master's degree holders earning an average of 105.95 million yuan, while those with bachelor's and associate degrees earned 87.9 million yuan and 61.58 million yuan, respectively [3] Salary Distribution - The highest-paid CFO in the media industry is Ye Wei from 37 Interactive Entertainment, earning 4.9866 million yuan in 2024, an increase of 428,200 yuan from the previous year [4] - The lowest-paid CFO is Yu Yu from Zhejiang Shusu Culture, with a salary of 23,400 yuan due to a short tenure [5] - The fastest revenue growth in 2024 was seen in Jiayun Technology, with a revenue increase of 108.30% to 1.572 billion yuan [5] Age and Tenure - The average age of CFOs in the media industry is 47.4 years, with the oldest being 63 years old and the youngest at 35 years [4] - Some CFOs had short tenures, such as Wang Kuangming from Simai Media, who served less than a year [7] Regulatory Actions - In 2024, media industry CFOs faced five administrative regulatory measures and three administrative penalties for various compliance issues [8][9] - Specific cases include penalties for non-compliance with financial reporting and disclosure regulations, with fines reaching up to 800,000 yuan [9]

Core Insights - The advertising and marketing sector experienced a slight increase of 0.17% on July 30, with Fushi Holdings leading the gains [1] - The Shanghai Composite Index closed at 3615.72, up 0.17%, while the Shenzhen Component Index closed at 11203.03, down 0.77% [1] Stock Performance - Fushi Holdings (300071) closed at 5.24, up 3.15% with a trading volume of 880,500 shares and a transaction value of 456 million [1] - Other notable performers included: - Yilun Media (603598) at 18.54, up 2.60% [1] - Yaowang Technology (002291) at 6.68, up 2.45% [1] - Jiayun Technology (300242) at 4.61, up 1.54% [1] - Electric Sound Co. (300805) at 11.35, up 1.52% [1] Fund Flow Analysis - The advertising and marketing sector saw a net outflow of 156 million from institutional investors, while retail investors contributed a net inflow of 113 million [2] - Notable stock fund flows included: - Yaowang Technology with a net inflow of 71.67 million from institutional investors [3] - Yilun Media with a net inflow of 62.94 million from institutional investors [3] - Fushi Holdings with a net inflow of 57.55 million from institutional investors [3]

Core Viewpoint - The company, Jiayun Technology, plans to transfer 100% equity of its subsidiary, Beijing Jinyuan Interactive Technology Co., Ltd. (Jinyuan Interactive), to Cheng'an High-Tech for 10 million yuan, indicating a significant decline in the subsidiary's value since its acquisition in 2015 for 409 million yuan [1][3][4]. Group 1: Transaction Details - Jiayun Technology will transfer Jinyuan Interactive's 100% equity and a debt of 8 million yuan owed by its subsidiary, Beijing Duocai Interactive Advertising Co., Ltd. (Duocai Interactive), for a total of 10 million yuan [1][5]. - The transaction price for Jinyuan Interactive's equity alone is estimated to be around 2 million yuan, excluding the debt [5]. - The transfer is part of Jiayun Technology's strategy to optimize resource allocation and improve operational efficiency [6]. Group 2: Historical Context - Jiayun Technology acquired Jinyuan Interactive in 2015 for 409 million yuan, resulting in a goodwill of 371 million yuan [4]. - Jinyuan Interactive contributed significantly to Jiayun Technology's revenue, generating 4.92 billion yuan in 2024, which accounted for over one-third of the company's internet marketing revenue [3][4]. - The subsidiary's performance deteriorated after 2021, with revenues dropping from 6.41 billion yuan in 2023 to 4.92 billion yuan in 2024, and net losses increasing from 17.37 million yuan to 75.17 million yuan [4]. Group 3: Buyer Profile - Cheng'an High-Tech, the buyer, has a registered capital of 500,000 yuan but has not paid any capital as of now [2][7]. - The company was listed in the business anomaly directory for failing to publish its annual report on time [2][7]. - Cheng'an High-Tech reported revenues of 4.187 million yuan and 3.282 million yuan for 2024 and the first half of 2025, respectively, with net profits of 820,000 yuan and 522,000 yuan [11].

分组1 - Watson Bio signed a strategic cooperation framework agreement with Yuxi State-owned Capital Operation Company to establish a long-term partnership in the vaccine and bioproducts industry [1] - The cooperation aims to promote innovation in vaccines and synthetic biological manufacturing through various methods such as establishing equity investment funds and strategic investments [1] - Watson Bio was founded in January 2001 and focuses on the research, production, and sales of human vaccines and biotechnological drugs [2] 分组2 - Yuan Dong Bio announced a preliminary transfer price of 42.06 yuan per share for its stock, attracting 12 institutional investors with a total subscription of 540,000 shares, resulting in a subscription multiple of 1.60 times [3] - Yuan Dong Bio was established in June 2009 and specializes in the research, production, and sales of chemical raw materials, high-end chemical drugs, and biological drugs [3] 分组3 - Weiming Environmental reported a total power generation of 2.262 billion kWh in the first half of the year, representing a year-on-year increase of 7.54% [4] - The company also achieved a total online power generation of 1.863 billion kWh, with an average online electricity price of 0.569 yuan per kWh [4] - Weiming Environmental was founded in December 2001 and focuses on low-carbon environmental technology, products, and services [5] 分组4 - Qidi Design won a bid for the Henan Airport Intelligent Computing Center project with a total bid amount of 860 million yuan [6] - The project includes construction, maintenance, and operation of a computing cluster, with a construction period of 150 calendar days [6] - Qidi Design was established in March 1988 and specializes in design consulting, construction engineering, and new energy projects [7] 分组5 - Tiantan Bio's subsidiary received approval for a production site change for its product "Recombinant Human Coagulation Factor VIII" used in treating hemophilia A [8] - The new production site is located in Chengdu, Sichuan Province [8] - Tiantan Bio was founded in June 1998 and focuses on blood products using human plasma and recombinant technology [9] 分组6 - East China Pharmaceutical's HDM1002 tablet clinical trial application was approved by the FDA, aimed at weight management for overweight or obese individuals [10] - The company also received approval for a new drug abbreviated application for injectable cabozantinib, enhancing its product pipeline in the anti-infection field [10] - East China Pharmaceutical was established in March 1993 and specializes in drug research, production, and sales [10] 分组7 - Jinlong Co. plans to acquire a 29.32% stake in Shenzhen Benmao Technology Co., Ltd. [11] - Jinlong Co. was founded in April 1997 and focuses on securities company operations [11] 分组8 - Hasi Lian's injectable diltiazem hydrochloride passed the consistency evaluation by the National Medical Products Administration [12] - The drug is primarily used for treating cardiovascular diseases [12] - Hasi Lian was established in June 1996 and specializes in the research, production, and sales of chemical drug formulations [13] 分组9 - Matrix Co. reported new signed orders of 272 million yuan in the second quarter, with a total of 677 million yuan in signed but uncompleted orders [14] - Matrix Co. was founded in March 2010 and focuses on space design and soft decoration [15] 分组10 - Nanshan Aluminum plans to use up to 1 billion yuan of idle funds for low-risk financial investments [16] - Nanshan Aluminum was established in March 1993 and specializes in the development, production, processing, and sales of aluminum and aluminum alloy products [17] 分组11 - Danhua Technology received a warning letter for failing to timely disclose related party transactions [18][19] - Danhua Technology was founded in February 1994 and focuses on the production and sales of coal chemical products [20] 分组12 - Jinkong Coal Industry announced a cash dividend of 0.755 yuan per share based on a total share capital of 1.674 billion shares [21] - Jinkong Coal Industry was established in July 2001 and specializes in coal production and sales [21] 分组13 - Blue Sky Gas announced that shareholders and the secretary of the board plan to reduce their holdings by a total of 2.61 million shares [22] - Blue Sky Gas was founded in December 2002 and focuses on pipeline natural gas and urban gas services [23] 分组14 - Huagong Technology received approval for the issuance of 2 billion yuan in short-term financing bonds and medium-term notes [24] - Huagong Technology was established in July 1999 and specializes in intelligent manufacturing equipment and related technologies [25] 分组15 - Chengjian Development completed the issuance of 500 million yuan in medium-term notes with a coupon rate of 2.05% [26] - Chengjian Development was founded in December 1998 and focuses on real estate development and investment [27] 分组16 - Feilong Co. reported a net profit of 210 million yuan in the first half of the year, a year-on-year increase of 14.49% [28] - The company achieved a total revenue of 2.162 billion yuan, a year-on-year decrease of 8.67% [28] - Feilong Co. was established in January 2011 and specializes in manufacturing thermal management components for automotive and civil applications [29] 分组17 - Guanghe Technology plans to invest 30 million yuan to establish a new venture capital fund focusing on emerging industries [30] - Guanghe Technology was founded in June 2002 and specializes in the research, production, and sales of multi-layer printed circuit boards [31] 分组18 - Dongnan Network won a bid for the EPC project of Qianjiang Century City Intelligent Comprehensive Science and Technology Park with a total bid amount of 1.183 billion yuan [32] - The project has a total construction area of 273,600 square meters and a planned total investment of 3.956 billion yuan [32] - Dongnan Network was established in December 2001 and focuses on steel structures and new energy [33] 分组19 - Guangdian Measurement plans to raise no more than 1.3 billion yuan through a private placement [34] - The funds will be used for various projects including testing platforms and upgrading laboratories [34] - Guangdian Measurement was founded in May 2002 and specializes in measurement services and technical services [35] 分组20 - Wanma Co. plans to invest in a project to produce 350,000 tons of environmentally friendly polymer materials [36] - The total investment for the project is approximately 1.245 billion yuan, with a construction period from 2025 to 2030 [36] - Wanma Co. was established in December 1996 and focuses on the research, production, and sales of wires, cables, and charging equipment [37] 分组21 - Dingxin Communications plans to sell its subsidiary Haina Smart for 240 million yuan [38] - Dingxin Communications was founded in March 2008 and specializes in low-voltage power line carrier communication products [39] 分组22 - Jiayun Technology plans to transfer its wholly-owned subsidiary Jinyuan Interactive for 10 million yuan [40] - Jiayun Technology was established in May 2002 and focuses on internet marketing services [41] 分组23 - Guangsheng Nonferrous plans to publicly transfer a 3% stake in Guangdong Pearl River Rare Earth Co., Ltd. [42] - The transfer price is not less than 5.9764 million yuan, aimed at clearing unrelated assets [42] - Guangsheng Nonferrous was founded in June 1993 and specializes in rare earth mining and processing [43] 分组24 - Zhongwei Semiconductor plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange [44] - Zhongwei Semiconductor was established in June 2001 and focuses on the research, design, and sales of digital and analog chips [45] 分组25 - Zhongrong Co. announced that its chairman and general manager has been released from custody and is resuming normal duties [46] - Zhongrong Co. was founded in April 1990 and specializes in the research, design, production, and sales of paper packaging products [47] 分组26 - Jiangling Motors reported a net profit of 733 million yuan in the first half of the year, a year-on-year decrease of 18.17% [48] - The company achieved total revenue of 18.092 billion yuan, a year-on-year increase of 0.96% [48] - Jiangling Motors was established in January 1997 and focuses on the production and sales of commercial vehicles and related parts [49] 分组27 - Glodon plans to reduce its holdings by up to 2.08% of the company's shares [50] - Glodon was founded in August 1998 and specializes in digital construction platform services [51] 分组28 - Olin Bio's controlling shareholder plans to reduce its holdings by up to 3% of the company's shares [52] - Olin Bio was established in December 2009 and focuses on the research, production, and sales of human vaccines [53] 分组29 - Tianrun Industrial plans to acquire 100% of Shandong Altai's shares for 135 million yuan [54] - The acquisition aims to enhance the company's capabilities in lightweight automotive components [54] - Tianrun Industrial was founded in December 1995 and specializes in the production of crankshafts and connecting rods [55] 分组30 - Goer Technology plans to acquire Mega Precision Technology and Channel Well Industrial for approximately 10.4 billion HKD [56] - The acquisition aims to enhance Goer Technology's capabilities in precision components and smart hardware [56] - Goer Technology was established in June 2001 and focuses on precision components and intelligent acoustic products [57]

证券代码：300242 证券简称：佳云科技 公告编号：2025-056 广东佳兆业佳云科技股份有限公司 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、会议召开情况 广东佳兆业佳云科技股份有限公司（以下简称"公司"）第六届董事会第十 八次会议于 2025 年 7 月 22 日上午在深圳市罗湖区笋岗街道梨园路 6 号物资置 地大厦 9 楼 06-08 会议室以现场及通讯会议的方式召开，会议通知于 2025 年 7 月 18 日上午以电话及电子邮件的方式送达给全体董事，经全体董事一致同意豁 免会议通知期限要求。本次会议应出席董事 7 人，实际参加董事 7 人，其中董事 尹杰、苏动、贺国生、王海龙、戚爱华以通讯方式参加本次会议。会议由董事长 王和平先生召集并主持。会议召开符合《中华人民共和国公司法》《深圳证券交 易所创业板股票上市规则》（以下简称"《股票上市规则》"）《深圳证券交易所上 市公司自律监管指引第 2 号——创业板上市公司规范运作》《公司章程》和公司 《董事会议事规则》的有关规定。 二、会议审议情况 经与会董事认真审议，本次会议形成以下决议： 经审议， ...

（1）现场会议时间：2025 年 8 月 7 日（星期四）15:30； （2）网络投票时间： 证券代码：300242 证券简称：佳云科技 公告编号：2025-059 广东佳兆业佳云科技股份有限公司 关于召开 2025 年第三次临时股东会的通知 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、本次股东会召开的基本情况 决定召开 2025 年第三次临时股东会，本次股东会会议的召开符合有关法律、行 政法规、部门规章、规范性文件、深圳证券交易所业务规则和《公司章程》等 规定。 备注 提案编码 提案名称 该列打勾的栏 目可以投票 非累积投票提案 通过深圳证券交易所交易系统进行网络投票的时间为 2025 年 8 月 7 日 通过深圳证券交易所互联网系统投票的具体时间为 2025 年 8 月 7 日 （1）现场投票：股东本人出席现场会议或者通过授权委托书（见附件三） 委托他人出席现场会议； （2）网络投票：公司将通过深圳证券交易所交易系统和互联网投票系统向 全体股东提供网络投票平台，股东可以在网络投票时间内通过上述系统行使表 决权； 公司股东只能选择上述投票方式中的一种 ...

Core Viewpoint - Guangdong Kaisa Jiyun Technology Co., Ltd. plans to transfer equity involving Beijing Jinyuan Interactive Technology Co., Ltd., necessitating an asset valuation report to assess the total equity value of the shareholders [1][5][14]. Group 1: Valuation Purpose and Scope - The purpose of the valuation is to provide a reference for the equity transfer of Beijing Jinyuan Interactive Technology Co., Ltd. as of December 31, 2024 [5][14]. - The valuation object includes the total equity value of Beijing Jinyuan Interactive Technology Co., Ltd., covering all assets and liabilities, including current assets, non-current assets (long-term equity investments, fixed assets), and current liabilities [5][14]. Group 2: Valuation Methodology and Results - The valuation method employed is the asset-based approach, with a valuation date set for December 31, 2024 [5][14]. - The total asset book value is reported at 36,998,900 CNY, with a valuation of 35,163,800 CNY, indicating a reduction of 1,835,100 CNY, or a decrease rate of 4.96% [5][6][14]. - Total liabilities are recorded at 32,500,500 CNY, with no change in valuation, while net assets show a book value of 4,498,400 CNY and a valuation of 2,663,300 CNY, reflecting a reduction of 1,835,100 CNY, or a decrease rate of 40.79% [5][6][14]. Group 3: Financial Overview - The financial data indicates a significant decline in net assets and overall equity, with the total equity value decreasing from 4,498,400 CNY to 2,663,300 CNY [5][6][10]. - The recent financial performance shows a trend of decreasing revenues and increasing costs, impacting the overall profitability of the company [10][12][13].

广东佳兆业佳云科技股份有限公司拟进行股权转让 涉及的北京金源互动科技有限公司 股东全部权益价值 资产评估报告 格律沪评报字(2025)第 071 号 （共一册第一册） 格律（上海）资产评估有限公司 GeLv（Shanghai）AssetsAppraisalCo.,Ltd 2025 年 4 月 17 日 | 声明 1 | | --- | | 资产评估报告摘要 3 | | 资产评估报告正文 5 | | 一、委托人、被评估单位和资产评估委托合同约定的其他资产评估报告使用人概况...5 | | 二、评估目的 12 | | 三、评估对象和评估范围 12 | | 四、价值类型 13 | | 五、评估基准日 13 | | 六、评估依据 13 | | 七、评估方法 15 | | 八、评估程序实施过程和情况 17 | | 九、评估假设 19 | | 十、评估结论 21 | | 十一、特别事项说明 22 | | 十二、评估报告使用限制说明 25 | | 十三、资产评估报告日 26 | | 十四、资产评估专业人员签名和资产评估机构印章 27 | | 资产评估报告附件 28 | 广东佳兆业佳云科技股份有限公司拟进行股权转让 涉及的北 ...