泰国曼谷在11月初被两场中国企业举办的大型活动炒得热闹非凡。 爱奇艺国际站iQIYI与腾讯视频国际站WeTV不约而同将2026年招商会放在11月首周，两场活动仅相隔3天，大量中泰两地当红演员到场站台，同时发布颇 多下一阶段的重点项目储备。两场活动的举办，一方面让传统电视台收入大减的泰娱重燃生机，另一方面这也是爱奇艺与腾讯首次在海外以"主场姿态"召 开如此盛大的招商会兼颁奖活动。 为什么会是现在？为什么是东南亚的泰国？看似热闹的背后，其实是一场已经酝酿多年的布局扩张。 WeTV与iQIYI泰国招商会战报 2021年到2023年，iQIYI在中国台湾两部本土自制剧《逆局》《不良执念清除师》的播出引发华语地区热议，豆瓣评分至今仍保持8.2分与8.8分。本以为优 爱腾出海会坚持从华语地区出发。但明显在2024年到2025年，中国流媒体平台正在将注意力、资源和未来增长曲线转向东南亚的印马泰，尤其是泰国，这 一阶段甚至被行业视为"东南亚流媒体拐点"。 根据Statista的预测，2030年东南亚流媒体市场规模将增长到68亿美元。印尼与越南的GDP增速持续保持区域领先，新马泰的数字娱乐消费增幅均超过日 本；泰国娱乐产业20 ...

Group 1 - Hai Xin Food and Hai Wang Bio have achieved six consecutive trading limit increases, while Dao Ming Optics has five consecutive increases [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.67 trillion yuan, an increase of 76.5 billion yuan compared to the previous trading day [1] - Sectors such as cultivated diamonds, coal, and wind power equipment saw significant gains [1] Group 2 - Xin Lai Materials plans to invest 157 million yuan to increase capital in its wholly-owned subsidiary, Bi Hai Packaging, which will acquire a 51% stake in Anpu Intelligent [2] - The investment aims to overcome production capacity bottlenecks and capitalize on market opportunities in the sterile packaging materials industry [2] Group 3 - Dian Guang Media intends to invest 60 million yuan to establish a joint venture with Mango Super Media and Zhangjiajie Tourism Group for the renovation and operation of the Dayong Ancient City project [3] - This investment constitutes a related party transaction, with related directors abstaining from voting [3] Group 4 - US stock indices collectively rose, with the Dow Jones up 0.86%, Nasdaq up 0.17%, and S&P 500 up 0.3% [4] - The metals sector saw significant gains, with companies like Alcoa rising over 6% [4] - Storage and lithium stocks experienced declines, with SanDisk dropping over 5% [4]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000430 证券简称：*ST张股 公告编号：2025-061 张家界旅游集团股份有限公司 第十二届董事会2025年 第七次临时会议决议公告 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、误导性陈述或重大遗 漏。 张家界旅游集团股份有限公司（以下简称"公司"）第十二届董事会2025年第七次临时会议由董事长张坚 持先生提议以通讯表决方式于2025年12月2日召开，会议通知以书面、电子邮件等方式于2025年11月24 日发出，本次会议应参与表决董事9人，实际参与表决董事9人。本次会议的召开符合《公司法》和《公 司章程》的有关规定。所议事项表决情况如下： 一、审议通过《关于公司与湖南电广传媒股份有限公司、芒果超媒股份有限公司合资设立公司暨关联交 易的议案》 同意公司与湖南电广传媒股份有限公司、芒果超媒股份有限公司合资设立公司暨关联交易的事项，具体 内容详见同日披露在巨潮资讯网上的《张家界旅游集团股份有限公司关于对外投资设立合资公司暨关联 交易的公告》（公告编号：2025-062）。在提交本次董事会审议前，该议案已经公司第十二届独立 ...

Core Viewpoint - The announcement details the establishment of a joint venture named "Zhangjiajie Mango Cultural Tourism Co., Ltd." involving three companies: Dianguang Media, Mango Super Media Co., Ltd., and Zhangjiajie Tourism Group Co., Ltd. [1] Group 1: Joint Venture Details - The registered capital of the joint venture is set at RMB 180 million [1] - Each of the three companies will contribute RMB 60 million, representing a shareholding ratio of approximately 33.33% for each party [1]

合资公司注册资本1.8亿元，公司、芒果超媒、张家界旅游集团分别出资6000万元，出资比例约 33.33%。合资公司作为受托经营大庸古城项目的合作载体，出资负责大庸古城项目提质改造与实际经 营。 人民财讯12月3日电，电广传媒（000917）12月3日公告，根据公司"文旅+投资"的战略布局，公司积极 参与张家界旅游集团重整，并于11月13日签署《重整投资协议》。为推动张家界文旅产业高质量发展， 公司、芒果超媒（300413）股份有限公司(简称"芒果超媒")、张家界旅游集团拟共同投资设立"张家界芒 果文旅有限公司"。 ...

电广传媒公告，公司、芒果超媒股份有限公司、张家界旅游集团股份有限公司拟共同投资设立"张家界 芒果文旅有限公司"（暂定名，最终以工商注册登记为准）。合资公司注册资本为人民币1.8亿元，电广 传媒以自有货币资金出资人民币6000万元，出资比例约为33.33%；芒果超媒以自有货币资金出资人民 币6000万元，出资比例约为33.33%；张旅集团以自有货币资金出资人民币6000万元，出资比例约为 33.33%。 ...

据了解，11月3日，张家界中院裁定受理*ST张股重整申请，为推动*ST张股重整程序顺利进行，最大程 度维护债权人、债务人、职工等相关各方的合法权益，管理人遵循市场化、法治化原则，公平、公正、 公开地开展重整投资人招募工作。 北京商报讯（记者 吴其芸）12月3日，张家界旅游集团股份有限公司（以下简称"*ST张股"）发布的公 告显示，经公开招募与遴选，芒果超媒股份有限公司（以下简称"芒果超媒"）、湖南电广传媒股份有限 公司（以下简称"电广传媒"）被正式选定为重整投资人参与张旅集团重整投资并且于2025年11月13日与 张旅集团签署《张家界旅游集团股份有限公司之重整投资协议》。 根据公告，在*ST张股重整事项逐步推进且重整投资协议签署的背景下，*ST张股、电广传媒、芒果超 媒拟共同投资设立合资公司"张家界芒果文旅有限公司"（暂定名）。合资公司注册资本为1.8亿元，其 中*ST张股货币出资6000万元，占注册资本的1/3；电广传媒货币出资6000万元，占注册资本的1/3；芒 果超媒货币出资6000万元，占注册资本的1/3。合资公司将成为*ST张股不并表参股公司。合资公司出资 负责大庸古城项目提质改造与实际经营。 ...

Investment Rating - The report maintains an "Outperform" rating for the media and internet industry [5][6]. Core Views - The media industry has shown a significant upward trend, with a 3.64% increase, outperforming both the CSI 300 (-0.84%) and the ChiNext Index (0.34%) during the week of November 24-30 [1][12]. - The release of 178 domestic games and 6 imported games in November marks a new high for the year, indicating a robust regulatory environment for the gaming sector [2][4]. - The success of "Zootopia 2," which grossed 1.824 billion yuan within five days of release, highlights the potential for box office revenue in the film sector [2][19]. Summary by Sections Industry Performance - The media sector's performance ranked second among all sectors, with notable gains from companies like Xinhua Du (29%), Easy Point (26%), and Blue Light (18%) [1][12][13]. - Conversely, companies such as China South Media and Perfect World experienced declines [1][12]. Key Developments - The release of AI models and products, such as DeepSeek-Math-V2 and Alibaba's Z-Image, showcases rapid advancements in AI technology, which could impact various sectors including gaming and media [2][16][17]. - The gaming sector is expected to benefit from a strong product cycle, with recommendations for companies like Giant Network and Kying Network [4][40]. Investment Recommendations - The report suggests focusing on the gaming sector due to recent adjustments providing good buying opportunities, and highlights the potential for growth in AI applications and film industry recovery [4][40]. - Specific companies recommended include Mango Super Media, Bilibili, and Light Media, alongside AI-driven content creators [4][40].

*ST张股公告，公司子公司张家界大庸古城发展有限公司拟与张家界芒果文旅有限公司签订《大庸古城 运营合作协议》，对大庸古城项目实施提质改造与综合运营合作。合资公司张家界芒果文旅有限公司注 册资本1.8亿元，张家界旅游集团股份有限公司、湖南电广传媒股份有限公司、芒果超媒股份有限公司 各出资6000万元，持股比例均为33.33%。 ...

Core Points - The Shenzhen State-owned Enterprise ESGR Index (470055) closed at 1557.84 points, down 0.74%, with a trading volume of 20.645 billion yuan and a turnover rate of 0.89% [1] - Among the index constituents, 18 stocks rose while 30 stocks fell, with Shougang Co., Ltd. leading the gainers at 3.49% and Mango Excellent Media Co., Ltd. leading the decliners at 2.91% [1] Index Constituents - The top ten constituents of the Shenzhen State-owned Enterprise ESGR Index include Hikvision (10.20% weight, latest price 30.52 yuan, market cap 279.712 billion yuan), BOE Technology Group (9.22% weight, latest price 3.88 yuan, market cap 145.166 billion yuan), and Wuliangye Yibin Co., Ltd. (8.57% weight, latest price 116.57 yuan, market cap 452.479 billion yuan) [1] - Other notable constituents include Weichai Power (7.34% weight, latest price 17.11 yuan, market cap 149.089 billion yuan) and Inspur Information (6.49% weight, latest price 61.16 yuan, market cap 90.036 billion yuan) [1] Capital Flow - The net outflow of main funds from the index constituents totaled 1.627 billion yuan, while speculative funds saw a net inflow of 217 million yuan, and retail investors had a net inflow of 1.41 billion yuan [1] - Detailed capital flow for specific stocks shows that Zhongtung High-tech had a main fund net inflow of 14.8 million yuan, while Yanjing Beer experienced a net outflow of 42.176 million yuan from retail investors [2] Recent Adjustments - In the last ten days, the Shenzhen State-owned Enterprise ESGR Index underwent adjustments, adding 15 new stocks and removing 15 stocks [2] - New additions include Yunda Co., Ltd. (market cap 13.746 billion yuan) and Tai Sheng Wind Power (market cap 7.376 billion yuan), while removals include Zhongke Sanhuan and BOE Technology Group [3]