Core Viewpoint - The company emphasizes its commitment to technological innovation as a driving force for business development, focusing on emerging technologies and applications [1] Group 1: Technological Focus - The company is actively engaged in in-depth research and industrial cooperation on technologies such as artificial intelligence, VR video, big data, ultra-high definition, and digital copyright systems [1]

Core Viewpoint - On January 13, Xinmei Co., Ltd. experienced a 2.60% decline in stock price with a trading volume of 441 million yuan, indicating a potential shift in investor sentiment and market dynamics [1]. Financing Summary - On January 13, Xinmei Co., Ltd. had a financing buy-in amount of 64.55 million yuan and a financing repayment of 57.23 million yuan, resulting in a net financing buy of 7.32 million yuan. The total financing and securities balance reached 425 million yuan, accounting for 4.04% of the circulating market value, which is above the 90th percentile level over the past year, indicating a high financing level [1]. - The company had a securities lending repayment of 2,300 shares and a securities lending sell of 1,600 shares, with a selling amount of 73,800 yuan based on the closing price. The securities lending balance was 30.64 million yuan, which is below the 30th percentile level over the past year, indicating a low level of securities lending [1]. Business Performance - As of January 9, Xinmei Co., Ltd. reported a total of 25,600 shareholders, an increase of 4.56% from the previous period, with an average of 8,910 circulating shares per person, a decrease of 4.36% [2]. - For the period from January to September 2025, the company achieved an operating income of 1.236 billion yuan, representing a year-on-year growth of 5.28%. The net profit attributable to the parent company was 512 million yuan, reflecting a year-on-year increase of 19.72% [2]. Dividend and Shareholding - Since its A-share listing, Xinmei Co., Ltd. has distributed a total of 2.448 billion yuan in dividends, with 1.873 billion yuan distributed over the past three years [3]. - As of September 30, 2025, among the top ten circulating shareholders, Hong Kong Central Clearing Limited ranked as the fourth largest shareholder with 2.7331 million shares, an increase of 265,400 shares from the previous period. New shareholders include Ping An Low Carbon Economy Mixed A (009878) with 1.38 million shares, Southern CSI 1000 ETF (512100) with 1.2577 million shares, and Ping An Value Enjoyment Mixed A (024471) with 800,000 shares [3].

Core Viewpoint - The company is focusing on the short and medium drama sector, with plans to invest in various types of content and aims to enhance its competitive edge in copyright content [1] Group 1: Investment Strategy - In 2025, the company plans to explore the short and medium drama field more deeply, having already invested in multiple projects including long dramas (web series + TV dramas), high-quality horizontal medium dramas, and vertical short dramas [1] - The company adheres to a premium investment approach, achieving a high project selection success rate [1] Group 2: Content Performance - The company has produced several hit series, with "Three More Snow" ranking first in the monthly and fourth in the annual short drama chart by Yunhe Data for October [1] - "Desperate Pursuit Order" ranked first in the 45th week short drama weekly chart and second in the November monthly chart [1] - "Three People Walking" received a score of 7.5 on Douban, ranking third in the Douban Chinese drama weekly chart [1] Group 3: Strategic Goals - The company aims to build a leading internet audiovisual platform, actively developing the "Xiyue TV" media resource library, which will integrate various content types including movies, TV dramas, animations, documentaries, variety shows, and esports [1] - The company plans to systematically advance the investment and production of multiple high-quality films, animations, web dramas, and micro-short dramas to continuously enhance its copyright content competitiveness [1]

（文章来源：证券日报） 证券日报网讯 1月13日，新媒股份在互动平台回答投资者提问时表示，截至2026年1月9日，公司股东总 户数为25570户。 ...

Market Overview - The television broadcasting sector increased by 5.86% compared to the previous trading day, with Liujin Technology leading the gains [1] - The Shanghai Composite Index closed at 4165.29, up 1.09%, while the Shenzhen Component Index closed at 14366.91, up 1.75% [1] Stock Performance - Liujin Technology (code: 920021) closed at 9.51, with a significant increase of 29.92% and a trading volume of 633,200 shares, amounting to a transaction value of 566 million yuan [1] - Other notable performers include: - Dianguang Media (code: 000917) with a closing price of 13.27, up 10.03% [1] - Oriental Pearl (code: 600637) at 14.65, up 9.98% [1] - New Media Co. (code: 300770) at 47.38, up 6.76% [1] - Wireless Media (code: 301551) at 36.30, up 6.73% [1] Capital Flow - The television broadcasting sector experienced a net outflow of 362 million yuan from institutional investors, while retail investors saw a net inflow of 424 million yuan [1] - Detailed capital flow for selected stocks includes: - Liujin Technology had a net inflow of 33.9 million yuan from institutional investors, accounting for 59.86% of its trading [2] - Dianguang Media faced a net outflow of 89.09 million yuan from institutional investors, with a net outflow of 51.54 million yuan from retail investors [2] - New Media Co. had a net inflow of 52.86 million yuan from institutional investors, but a net outflow from retail investors [2]

证券日报网讯1月7日，新媒股份（300770）在互动平台回答投资者提问时表示，截至2025年12月31日， 公司股东总户数为24454户。 ...

Core Insights - The television broadcasting sector experienced a rise of 1.25% on the trading day, with Oriental Pearl leading the gains [1] - The Shanghai Composite Index closed at 4085.77, up 0.05%, while the Shenzhen Component Index closed at 14030.56, up 0.06% [1] Stock Performance - Oriental Pearl (600637) closed at 11.01, with a significant increase of 9.99% and a trading volume of 1.67 million shares [1] - Other notable stocks include: - Huashu Media (000156) at 7.82, up 0.39% [1] - Gehua Cable (600037) at 7.47, up 0.13% [1] - Jiangsu Cable (600959) at 3.51, down 0.57% [1] - Gu Guang Network (600996) at 9.87, down 0.90% [1] Capital Flow - The television broadcasting sector saw a net inflow of 46.91 million yuan from institutional investors, while retail investors contributed a net inflow of 78.78 million yuan [2] - Notably, there was a net outflow of 126 million yuan from speculative funds [2] Individual Stock Capital Flow - Oriental Pearl had a net inflow of 43.5 million yuan from institutional investors, but a net outflow of 22.5 million yuan from speculative funds [3] - Other stocks with significant capital flow include: - Gehua Cable with a net inflow of 10.40 million yuan from institutional investors [3] - Huashu Media with a net inflow of 7.69 million yuan from institutional investors [3] - Guangxi Broadcasting (600936) experienced a net outflow of 3.88 million yuan from institutional investors [3]

证券代码：300770 证券简称：新媒股份 公告编号：2026-001 广东南方新媒体股份有限公司 关于特定股东减持计划实施完毕的公告 股东横琴红土融耀创业投资合伙企业（有限合伙）保证向本公司提供的信息内 容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 公司于 2026 年 1 月 4 日收到横琴红土出具的《关于股东减持计划实施完毕 的告知函》，截至 2025 年 12 月 31 日，横琴红土本次减持计划已实施完毕，根据 横琴红土在公司《首次公开发行股票并在创业板上市招股说明书》中作出的承诺， 现将减持计划实施情况公告如下： 一、股东减持情况 | 股东名称 | 减持方式 | 减持期间 | 减持均价 | 减持股数 | 减持比例 | | | --- | --- | --- | --- | --- | --- | --- | | | | | （元/股） | （股） | （%） | | | 横琴红土 | 集中竞价 | 2025/12/31 | 42.43 | 251,224 | | 0.11 | | | 合计 | - | - | 251,224 | | 0.11 | 本公司及董事会全体成员保证公告内容与信息 ...

Market Overview - The television broadcasting sector increased by 0.33% compared to the previous trading day, with Liujin Technology leading the gains [1] - The Shanghai Composite Index closed at 3968.84, up 0.09%, while the Shenzhen Component Index closed at 13525.02, down 0.58% [1] Stock Performance - Liujin Technology (code: 920021) closed at 6.72, up 2.13% with a trading volume of 116,600 shares and a transaction value of 78.04 million yuan [1] - Oriental Pearl (code: 600637) closed at 9.85, up 1.86% with a trading volume of 684,100 shares and a transaction value of 670 million yuan [1] - Jishi Media (code: 601929) closed at 3.44, up 1.78% with a trading volume of 1,868,400 shares and a transaction value of 637 million yuan [1] - Other notable stocks include Wireless Media (code: 301551) at 31.55, up 1.02%, and Guiguang Network (code: 600996) at 10.04, up 1.01% [1] Capital Flow - The television broadcasting sector experienced a net outflow of 92.59 million yuan from institutional investors, while retail investors saw a net outflow of 4.83 million yuan [2] - Conversely, speculative funds recorded a net inflow of 97.42 million yuan [2] Individual Stock Capital Flow - Oriental Pearl had a net inflow of 52.72 million yuan from institutional investors, but a net outflow of 36.30 million yuan from retail investors [3] - Jishi Media saw a net inflow of 49.38 million yuan from institutional investors, with a net outflow of 41.80 million yuan from retail investors [3] - Huashu Media (code: 000156) had a net inflow of 9.33 million yuan from institutional investors, but a significant net outflow of 10.82 million yuan from retail investors [3]

Group 1 - The core viewpoint of the news is that Guangdong Southern New Media Co., Ltd. (新媒股份) has shown a slight increase in stock price, reaching 44.12 yuan per share, with a total market capitalization of 10.052 billion yuan [1] - The company was established on July 12, 2010, and went public on April 19, 2019. Its main business includes operating IPTV integrated broadcasting control services, internet television integrated services, and content service operations authorized by Guangdong Radio and Television Station [1] - The revenue composition of the company is as follows: IPTV basic services account for 50.67%, internet audio-visual services 41.77%, content copyright business 5.87%, other supplementary services 1.66%, and business operation services 0.03% [1] Group 2 - From the perspective of fund holdings, Xin Yuan Fund has one fund heavily invested in New Media Shares. The Xin Yuan CSI 1000 Index Enhanced Initiation A (017190) held 87,300 shares, representing 1.51% of the fund's net value, making it the sixth-largest holding [2] - The Xin Yuan CSI 1000 Index Enhanced Initiation A (017190) was established on November 28, 2022, with a current scale of 128 million yuan. Year-to-date returns are 26.27%, ranking 2129 out of 4195 in its category [2] - The fund manager, Liu Yutao, has been in position for 3 years and 103 days, with total assets under management of 1.552 billion yuan. The best return during his tenure is 38.23%, while the worst is -12.18% [3]