Group 1 - The core viewpoint of the article highlights the recent stock performance and financial activities of Xinmei Co., which operates in the cultural media industry, primarily focusing on information dissemination [1] - On August 4, Xinmei Co.'s stock closed at 40.99 yuan, reflecting a decrease of 0.22% from the previous trading day, with a trading volume of 23,776 lots and a transaction amount of 0.97 billion yuan [1] - For the first quarter of 2025, the company reported a revenue of 4.07 billion yuan and a net profit attributable to shareholders of 1.61 billion yuan [1] Group 2 - As of July 31, 2025, Xinmei Co. has repurchased a total of 1.2923 million shares, accounting for 0.56% of its total share capital, with a repurchase price range between 34.88 yuan and 43.17 yuan per share, utilizing a total of 50.0164 million yuan [1] - The total amount allocated for the current repurchase plan is between 50 million yuan and 100 million yuan, with a maximum repurchase price not exceeding 49 yuan per share, aimed at reducing the company's registered capital [1]

证券日报网讯8月4日晚间，新媒股份（300770）发布公告称，截至2025年7月31日，公司累计通过股票 回购专用证券账户以集中竞价交易方式回购公司股份1，292，318股，占公司总股本的0.5640%。 ...

Group 1 - The core business of Xinmei Co., Ltd. is primarily in the information dissemination industry, which accounts for 98.39% of its total revenue for the year 2024 [1] - The company has conducted a stock buyback, repurchasing approximately 1.29 million shares, which represents 0.564% of its total share capital, with a total transaction amount of about 50.02 million yuan [3] - The stock buyback was executed at a maximum price of 43.17 yuan per share and a minimum price of 34.88 yuan per share, complying with the company's buyback plan and relevant legal regulations [3]

新媒股份8月4日公告，公司审议通过了关于回购公司股份方案的议案，拟使用自有资金以集中竞价方式 回购公司股份，回购资金总额不低于5000万元（含）且不超过1亿元（含），资金来源为自有资金，回 购价格不超过49元/股（含），本次回购的股份将用于减少公司注册资本，回购实施期限为自股东大会 审议通过回购股份方案之日起不超过12个月。截至2025年7月31日，公司累计回购129.23万股，占公司 总股本的0.56%累计使用资金5001.64万元（不含交易费用）。 ...

证券代码：300770 证券简称：新媒股份 公告编号：2025-027 广东南方新媒体股份有限公司 关于回购公司股份的进展公告 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。 广东南方新媒体股份有限公司（以下简称"公司"）于 2024 年 8 月 6 日召 开第三届董事会第十七次会议、第三届监事会第十一次会议，并于 2024 年 8 月 23 日召开 2024 年第一次临时股东大会，审议通过了《关于回购公司股份方案的 议案》，公司拟使用自有资金以集中竞价方式回购公司股份，回购资金总额不低 于人民币 5,000 万元（含）且不超过人民币 10,000 万元（含），资金来源为自有 资金，回购价格不超过人民币 49 元/股（含），本次回购的股份将用于减少公司 注册资本，回购实施期限为自股东大会审议通过回购股份方案之日起不超过 12 个月。鉴于公司 2024 年半年度权益分派、特别分红权益分派及 2024 年度权益分 派已分别于 2024 年 9 月 30 日、11 月 26 日及 2025 年 6 月 6 日实施完毕，根据 公司《回购报告书》，本次回购价格上限由不超 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | --- | --- | --- | --- | --- | --- | --- | | 601929 | 吉视传媒 | 2.12 | 9.84% | 156.13万 | | 3.31亿 | | 600831 | ST广网 | 4.16 | 2.97% | 9.01万 | | 3688.37万 | | 301551 | 无线传媒 | 49.80 | 0.57% | 1.50万 | | 7388.43万 | | 301262 | 海看股份 | 25.98 | 0.46% | 2.70万 | | 6977.69万 | | 600996 | 盖广网络 | 8.23 | 0.37% | 12.86万 | | 1.05亿 | | 834021 | 流金科技 | 7.66 | 0.26% | 9.53万 | | 7290.43万 | | 300770 | 新媒股份 | 40.99 | -0.22% | 2.38万 | | 9708.91万 | | 002238 | 天威视讯 | 8.80 | -0.23% | 8.30万 | | 7 ...

Group 1 - Zhejiang Dingli achieved a net profit of 1.051 billion yuan in the first half of 2025, a year-on-year increase of 27.49% [1] - The company reported an operating income of 4.336 billion yuan, representing a year-on-year growth of 12.35% [1] - Basic earnings per share were 2.08 yuan [1] Group 2 - Dexin Technology announced that its shareholder plans to reduce its stake by no more than 1%, equating to 2.3351 million shares [1] - The company specializes in the research, design, manufacturing, and sales of lithium battery cutting molds and precision components [1] Group 3 - Fangda Group signed new orders worth 970 million yuan in the second quarter of 2025 [1] - The total amount of signed but uncompleted contracts reached 4.916 billion yuan by the end of the second quarter [1] Group 4 - Warner Pharmaceutical's shareholder plans to reduce its stake by no more than 1.3 million shares, which is approximately 0.9899% of the total share capital [3] - The company focuses on the research, production, and sales of chemical raw materials and traditional Chinese medicine [3] Group 5 - Zijin Mining's vice president plans to reduce his holdings by no more than 250,300 shares [4] - The company is engaged in the exploration and development of mineral resources, including gold, copper, and lithium [4] Group 6 - Shenkong Co. received government subsidies totaling 14.9 million yuan [6] - The company specializes in the research, production, and sales of large-diameter silicon materials and semiconductor products [6] Group 7 - Jincai Hulin's shareholder plans to reduce its stake by no more than 2.5%, which amounts to 19.4798 million shares [1] - The company is involved in heat treatment equipment manufacturing and related services [1] Group 8 - New Media Co. plans to reduce its stake by no more than 6.8434 million shares, approximately 2.99% of the total share capital [1] - The company focuses on IPTV, internet audio-visual services, and content copyright [1] Group 9 - Aidi Pharmaceutical received a drug registration certificate for its product in Zanzibar, allowing for commercial sales [8] - The product is a new drug developed for the treatment of HIV-1 infection [8] Group 10 - Changlan Technology plans to reduce its stake by no more than 1%, equating to 1.9311 million shares [10] - The company specializes in the research, production, and sales of power cable accessories [10] Group 11 - Qiaofeng Intelligent announced that two shareholders plan to reduce their holdings by no more than 2.14% of the total share capital [12] - The company focuses on the research, production, and sales of CNC machine tools [12] Group 12 - Junxin Co. signed a tripartite preliminary agreement to build a solid waste disposal power facility valued at approximately 280 million USD in Almaty [13] - The company specializes in waste incineration power generation and related environmental services [13] Group 13 - Qinglong Pipe Industry signed a strategic cooperation framework agreement with Tian Shan High-tech [14] - The company is involved in the research, production, and sales of high-quality water supply pipes [14] Group 14 - Defang Nano's shareholder plans to reduce its stake by no more than 1%, equating to 2.7954 million shares [1] - The company specializes in the research, production, and sales of lithium-ion battery materials [1] Group 15 - ST Lutong's specific shareholder plans to reduce its stake by up to 3%, including 2 million shares through centralized bidding and 4 million shares through block trading [1] - The company focuses on cable television network equipment and smart control systems [1] Group 16 - Tongzhou Electronics reported a net profit of 203 million yuan in the first half of 2025, a significant turnaround from a loss of 36.08 million yuan in the previous year [17] - The company achieved an operating income of approximately 540 million yuan, representing a year-on-year growth of 606.52% [17] Group 17 - Rebecca reported a net profit of 9.3759 million yuan in the first half of 2025, a year-on-year increase of 15.31% [18] - The company achieved total operating revenue of approximately 598 million yuan, reflecting a year-on-year growth of 4.20% [18] Group 18 - Ruixin Technology's shareholders plan to reduce their holdings by no more than 4.9493 million shares, which is up to 3% of the total share capital [20] - The company specializes in the research, production, and sales of precision aluminum alloy components [20]

Group 1 - The shareholder, Hengqin Hongtu Rongyao Venture Capital Partnership (Limited Partnership), plans to reduce its holdings by a maximum of 6,843,437 shares, which accounts for 2.99% of the total share capital of the company [1][2] - The reduction will occur within three months from August 18, 2025, to November 17, 2025, through centralized bidding or block trading [1][2] - The total share capital of the company is 229,130,909 shares, and after excluding the shares in the repurchase account as of June 30, 2025, the adjusted share capital is 228,114,591 shares [2] Group 2 - The shareholder holds 7,084,724 shares, representing 3.09% of the total share capital and 3.11% of the adjusted share capital [2] - The shareholder has committed to comply with regulations regarding share transfers and will announce the reduction plan three trading days prior to the reduction [2][3] - If there are changes in the company's capital structure during the reduction period, the number of shares to be reduced will be adjusted accordingly [2] Group 3 - The company will report and disclose the reduction plan to the stock exchange 15 trading days before the first sale [3] - The total number of shares reduced through centralized bidding cannot exceed 1% of the total shares within any continuous 90-day period [3] - The company has confirmed that the reduction will not affect its control or governance structure [5]

证券代码：300770 证券简称：新媒股份 公告编号：2025-026 广东南方新媒体股份有限公司 关于特定股东股份减持计划的预披露公告 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。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 3、拟减持的股份数量及减持比例：本次拟减持不超过 6,843,437 股，即不超 过公司总股本 229,130,909 股的 2.99%，不超过剔除截至 2025 年 6 月 30 日公司 回购专用账户股份数量后股本 228,114,591 股的 3.00%。若减持期间内，上市公 司存在增发、送股、资本公积金转增股本、配股等股本变动事项，本次减持计划 的减持股份数量将相应进行调整。 4、减持期间：自减持计划公告之日起 15 个交易日后 3 个月内（自 2025 年 8 月 18 日至 11 月 17 日）。 1、广东南方新媒体股份有限公司（以下简称"公司"）近日收到持有本公司 股份 7,084,724 股（占总股本 3.09%，占剔除截至 2025 年 6 月 30 日 ...

Core Viewpoint - The AI Fund, China Enterprise Dividend Mixed A (019015), reported a profit of 1.6032 million yuan for Q2 2025, with a net value growth rate of 4.59% during the period, and a total fund size of 33.8038 million yuan as of the end of Q2 2025 [3][16]. Fund Performance - As of July 18, the unit net value was 1.128 yuan, with a one-year cumulative net value growth rate of 9.58%, ranking 446 out of 584 comparable funds [3][4]. - The fund's performance over the last three months showed a growth rate of 8.11%, ranking 436 out of 615, and over the last six months, it had a growth rate of 9.65%, ranking 338 out of 615 [4]. Investment Strategy - The fund manager indicated that with the implementation of U.S. President Trump's tariff policies, global trade tensions are rising. They believe that state-owned enterprise stocks with self-controllable and domestic demand attributes will have better defensive characteristics [3]. - The report suggests that the concept of "dividend" investment, particularly high-dividend stocks, is expected to expand to broadly defined dividend stocks with potential high dividend capabilities. These companies typically have high operational barriers, stable ROE, and abundant operating cash flow, indicating a potential for sustained dividends while still being undervalued historically [3]. Fund Holdings - As of June 27, the fund's top ten holdings included Yanzhou Coal Mining Company, Shandong Publishing Group, Zoomlion Heavy Industry Science and Technology Co., New Media Group, Bohai Ferry, Phoenix Media, Nanjing Steel Group, Nanjing High Accurate Drive Equipment Manufacturing Group, China Shenhua Energy Company, and China Construction Bank [19]. Risk Metrics - The fund has a Sharpe ratio of 0.6765 since inception, indicating a reasonable risk-adjusted return [9]. - The maximum drawdown since inception is 14.12%, with the largest quarterly drawdown occurring in Q3 2024 at 11.88% [12]. Fund Positioning - The average stock position since inception has been 91.66%, compared to the peer average of 83.17%. The fund reached a peak stock position of 93.42% at the end of Q1 2024 and a low of 89.12% at the end of 2024 [15].