证券时报·数据宝统计显示，新媒股份今日收盘价为46.30元，下跌2.89%，日换手率为7.71%，成交额为 8.22亿元，全天主力资金净流出253.11万元，近5日该股累计上涨8.97%，近5日资金合计净流出8070.42 万元。 | | | | | 澜路证券营业部 | 北京亚运村证券营业部 | | --- | --- | --- | --- | --- | --- | | 11.00 | 451.00 | 41.00 | -11.45 | 浙商证券股份有限公司上海长 | 中信证券股份有限公司 | | | | | | 乐路证券营业部 | 北京亚运村证券营业部 | | 11.00 | 451.00 | 41.00 | -11.45 | 招商证券股份有限公司西安北 | 中信证券股份有限公司 | | | | | | 大街证券营业部 | 北京亚运村证券营业部 | | 11.00 | 451.00 | 41.00 | -11.45 | 华泰证券股份有限公司南京大 | 中信证券股份有限公司 | | | | | | 光路证券营业部 | 北京亚运村证券营业部 | | 11.00 | 451.00 | 41.00 | -11. ...

从基金十大重仓股角度 数据显示，中欧基金旗下1只基金重仓新媒股份。中欧国企红利混合A（019015）二季度持有股数8.51万 股，占基金净值比例为3.24%，位居第四大重仓股。根据测算，今日浮亏损失约20.51万元。 8月28日，新媒股份跌5.05%，截至发稿，报45.27元/股，成交6.39亿元，换手率5.97%，总市值103.73亿 元。 中欧国企红利混合A（019015）成立日期2023年9月25日，最新规模3380.38万。今年以来收益7.27%， 同类排名5985/8191；近一年收益14.59%，同类排名6115/7967；成立以来收益18.84%。 资料显示，广东南方新媒体股份有限公司位于广东省广州市人民北路686号自编25幢后座，成立日期 2010年7月12日，上市日期2019年4月19日，公司主营业务涉及经广东广播电视台授权,公司独家运营与 广东IPTV集成播控服务、互联网电视集成服务和内容服务配套的经营性业务。主营业务收入构成为： IPTV基础业务50.67%，互联网视听业务41.77%，内容版权业务5.87%，其他(补充)1.66%，商务运营业 务0.03%。 截至发稿，曲径累计任职时间 ...

Market Overview - The television broadcasting sector experienced a decline of 0.53% on the previous trading day, with Dongfang Mingzhu leading the drop [1] - The Shanghai Composite Index closed at 3800.35, down 1.76%, while the Shenzhen Component Index closed at 12295.07, down 1.43% [1] Stock Performance - New Media Co. (300770) saw a significant increase in share price, closing at 47.68 with a rise of 10.75% and a trading volume of 268,900 shares, amounting to a transaction value of 1.309 billion yuan [1] - Jishi Media (601929) also performed well, closing at 4.02 with a gain of 10.14%, with a trading volume of 10.7645 million shares and a transaction value of 4.242 billion yuan [1] - Conversely, Dongfang Mingzhu (600637) led the decline, closing at 8.78 with a drop of 4.04%, with a trading volume of 1.1149 million shares and a transaction value of 1.002 billion yuan [2] Capital Flow - The television broadcasting sector saw a net inflow of 402 million yuan from institutional investors, while retail investors experienced a net outflow of 149 million yuan [2] - The capital flow data indicates that Jishi Media had a net inflow of 708 million yuan from institutional investors, representing 16.70% of its total trading volume [3] - In contrast, Hubei Broadcasting (000665) experienced a net outflow of 41.1251 million yuan from retail investors, indicating a negative sentiment among smaller investors [3]

Core Viewpoint - New Media Co., Ltd. reported strong financial performance for the first half of 2025, with significant growth in revenue and net profit, leading to a notable increase in stock price [2][3]. Financial Performance - The company achieved operating revenue of 817 million yuan, a year-on-year increase of 5.94% [2]. - The net profit attributable to shareholders reached 346 million yuan, reflecting a year-on-year growth of 24.43% [2]. - A cash dividend of 10 yuan per 10 shares (including tax) is proposed, totaling 228 million yuan, with a payout ratio of 65.88% [2]. Business Growth - As of June 30, the IPTV basic business had 20.8 million effective users, a year-on-year increase of 2.51% [2]. - IPTV basic business revenue remained stable at 414 million yuan [2]. - The value-added services for IPTV in Guangdong generated revenue of 237 million yuan, up 23.68% year-on-year [2]. User Engagement and Content Strategy - The cloud viewing series apps reached 225 million effective users, with 27.71 million smart terminals, a growth of 14.74% [3]. - Internet TV business revenue was 105 million yuan for the first half of the year [3]. - The company expanded its content copyright business, achieving revenue of 48 million yuan, a year-on-year increase of 24.10% [3]. Market Sentiment and Dividends - The mid-term dividend reflects the company's strong operational quality and is seen as a positive signal for the industry’s development outlook [3]. - Analysts note that leading companies are increasingly using cash dividends to stabilize investor expectations, indicating robust cash flow and a mature market ecosystem [3].

证券代码：300770 证券简称：新媒股份 公告编号：2025-030 本公司及监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。 一、监事会会议召开情况 广东南方新媒体股份有限公司（以下简称"公司"）第三届监事会第十五次 会议于 2025 年 8 月 15 日以邮件方式发出通知，并于 2025 年 8 月 26 日以通讯表 决方式召开。本次会议应出席会议监事 5 人，实际出席会议监事 5 人。本次会议 召集、召开及审议程序均符合《中华人民共和国公司法》等法律法规和《公司章 程》的有关规定。 二、监事会会议审议情况 经审议，监事会认为：董事会编制和审核公司 2025 年半年度报告全文及摘 要的程序符合法律、行政法规和中国证监会的规定，报告内容真实、准确、完整 地反映了公司的实际情况，不存在任何虚假记载、误导性陈述或者重大遗漏。 具体内容详见公司同日刊载于巨潮资讯网（www.cninfo.com.cn）上的《2025 年半年度报告》及《2025 年半年度报告摘要》。 表决结果：5 票同意，0 票反对，0 票弃权，获得通过。 经审议，监事会通过了《关于公司 2025 年半年度 ...

智通财经APP讯，新媒股份(300770.SZ)发布2025年半年度报告，该公司营业收入为8.17亿元，同比增长 5.94%。归属于上市公司股东的净利润为3.46亿元，同比增长24.43%。归属于上市公司股东的扣除非经 常性损益的净利润为3.48亿元，同比增长25.18%。基本每股收益为1.51元。此外，拟向全体股东每10股 派发现金红利10元(含税)。 ...

Group 1 - The core viewpoint of the article highlights that New Media Co., Ltd. (SZ 300770) announced its board meeting on August 26, 2025, to discuss the 2025 semi-annual profit distribution plan [1] - For the year 2024, the revenue composition of New Media Co., Ltd. shows that the information dissemination industry accounts for 98.39%, while other businesses contribute 1.61% [1] - As of the report, the market capitalization of New Media Co., Ltd. is 9.9 billion yuan [1] Group 2 - The article mentions a significant growth opportunity in the pet industry, which is projected to reach a market size of 300 billion yuan, leading to a surge in stock prices for related companies [1]

Core Insights - The company reported a revenue of 817 million yuan for the first half of 2025, representing a year-on-year growth of 5.94% [1] - The net profit attributable to shareholders reached 346 million yuan, showing a year-on-year increase of 24.43% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 348 million yuan, reflecting a year-on-year growth of 25.18% [1] - Basic earnings per share were reported at 1.51 yuan [1] - The company proposed a cash dividend of 10 yuan (including tax) for every 10 shares to all shareholders [1]

1 | | 广东有线广播电 | 实际控制人广东 广播电视台党委 | 其他应收 | | | | | | | 经营性 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 视网络有限公司 | 委员曾担任董事 的企业的子公司 | 款 | 1.00 | | | 1.00 | 0.00 | 因交易形成 | 往来 | | 总计 | | | | 1,782.15 | 941.21 | 0.00 | 1,126.34 | 1,597.02 | | | | 经营性 | 广东广播电视台 | 实际控制人 | 预付款项 | 因交易形成 | 23.77 | 6.79 | 23.77 | 6.79 | 往来 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 控股股东、实 | 经营性 | 际控制人及其 | | | | | | | | | | | | 广东广播电视台 | 实际控制人 | 应收账款 | 因交易形成 | 12 ...

证券代码：300770 证券简称：新媒股份 公告编号：2025-035 2025 年 8 月 27 日 1 广东南方新媒体股份有限公司（以下简称"公司"）第三届董事会、监事会 任期将于 2025 年 8 月 28 日届满。鉴于公司新一届董事会候选人提名、监事会改 革等工作尚未完成，为保证相关工作的连续性和稳定性，公司董事会将延期换届， 公司董事会、董事会各专门委员会、监事会及高级管理人员的任期将相应顺延（以 上统称"延期换届"）。 在新一届董事会换届选举及监事会改革完成之前，公司第三届董事会、董事 会各专门委员会、监事会及高级管理人员将按照法律法规和《公司章程》的相关 规定继续履行职责和义务。 本次延期换届不会影响公司的正常经营。公司将积极推进董事会换届选举、 监事会改革等工作，并按照相关规定及时履行信息披露义务。 特此公告。 广东南方新媒体股份有限公司 董事会 广东南方新媒体股份有限公司 关于董事会、监事会延期换届的提示性公告 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。 ...