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. ...

Group 1 - The stock of Guangdong Southern New Media Co., Ltd. (新媒股份) fell by 5.05% on August 28, closing at 45.27 CNY per share, with a trading volume of 639 million CNY and a turnover rate of 5.97%, resulting in a total market capitalization of 10.373 billion CNY [1] - The company, established on July 12, 2010, and listed on April 19, 2019, primarily operates under the authorization of Guangdong Radio and Television Station, focusing on IPTV integrated broadcast control services, internet television integrated services, and content service operations. The revenue composition is as follows: IPTV basic services 50.67%, internet audio-visual services 41.77%, content copyright services 5.87%, others 1.66%, and business operation services 0.03% [1] Group 2 - According to data from the top ten holdings of funds, one fund under China Europe Fund holds a significant position in New Media Shares. The China Europe State-Owned Enterprise Dividend Mixed A Fund (中欧国企红利混合A) held 85,100 shares in the second quarter, accounting for 3.24% of the fund's net value, making it the fourth-largest holding. The estimated floating loss today is approximately 205,100 CNY [2] - The China Europe State-Owned Enterprise Dividend Mixed A Fund, managed by Qu Jing, has a total asset size of 2.689 billion CNY. Since its inception, the fund has achieved a return of 18.84%, with the best return during the manager's tenure being 163.36% and the worst being -24.21% [3]

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。 ...