证券之星消息，9月4日广告营销板块较上一交易日下跌0.63%，因赛集团领跌。当日上证指数报收于 3765.88，下跌1.25%。深证成指报收于12118.7，下跌2.83%。广告营销板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002878 | 元隆雅图 | 20.47 | 9.99% | 46.88万 | 9.41亿 | | 600358 | ST联合 | 5.77 | 2.12% | 25.97万 | · 1.50亿 | | 000607 | 作赠控股 | 4.82 | 1.69% | 71.76万 | 3.41亿 | | 603729 | 龙韵股份 | 16.81 | 1.14% | - 3.68万 | 6230.75万 | | 002712 | 思美传媒 | 5.53 | 0.73% | 16.78万 | 9332.52万 | | 603825 | ST华扬 | 9.84 | 0.72% | 8.33万 | 8209.71万 | | 300612 | 宣亚国际 | ...

Market Overview - The advertising and marketing sector experienced a decline of 2.38% on September 3, with the leading company, Sai Group, contributing significantly to this drop [1] - The Shanghai Composite Index closed at 3813.56, down 1.16%, while the Shenzhen Component Index closed at 12472.0, down 0.65% [1] Individual Stock Performance - Notable declines in individual stocks include: - Yinhai Group (300781) down 6.05% to 41.78 - Zhidu Co. (000676) down 6.01% to 10.79 - Xinhua Du (002264) down 4.73% to 7.25 - Yuanlong Yatu (002878) down 4.32% to 18.61 - Jiayun Technology (300242) down 4.28% to 4.25 [1] Capital Flow Analysis - The advertising and marketing sector saw a net outflow of 810 million yuan from institutional investors, while retail investors contributed a net inflow of 694 million yuan [3] - Key capital flow details include: - Major net inflows were observed in stocks like 兆讯传媒 (301102) with a net inflow of 678.32 million yuan from retail investors [3] - Conversely, stocks like 天地在线 (002995) experienced a net outflow of 514.51 million yuan from institutional investors [3]

AI 产品商业化进程加快，以"智能×智慧"营销模式推动企业发展。公司持续更新上线SOCceR 说可策划 案、营销视频、电商营销等多个智能体；公司控股子公司影行天下和有益数字联合开发国内首个专为集 团化企业设计的跨平台达人投放管理AI 应用"智眸AI"，集成智能选号助手、数据双引擎、市场调研专 家、营销热点雷达等多个AI 智能体；公司参股合作方昕搜科技推出赋能AI SEO/GEO 业务的AI 产品AI 搜索引擎，已服务大健康、食品、教育、金融等领域的知名企业；公司计划于近期研发完成多智能体系 统（MAS）基座并上线，同时研发完成支撑AI 智能体高效协作的交互机制与动态工作流中台。 事件：2025 年上半年公司实现营业收入5.55 亿元，同比增长36.19%；归母净利润0.23 亿元，同比增长 16.59%。不分红，不转增。 营业收入稳健增长，品牌管理与效果营销业绩可观。2025 年上半年，公司品牌管理业务实现营业收入 1.28 亿元，毛利率46.06%，同比增长3.87pct；效果营销业务实现营业收入3.62 亿元，同比增长 68.73%。根据巨量引擎发布的最新一期星图代理商能力榜单，公司入选"行业先锋榜-3C ...

Core Viewpoint - The financial report of Insai Group (300781) for the first half of 2025 shows a year-on-year increase in both revenue and net profit, but with declining profit margins and cash flow issues [1] Financial Performance - Total revenue reached 555 million yuan, a 36.19% increase year-on-year - Net profit attributable to shareholders was 23.23 million yuan, up 16.59% year-on-year - In Q2 2025, total revenue was 297 million yuan, a 28.22% increase year-on-year, with net profit of 10.03 million yuan, up 22.27% year-on-year [1] - Gross margin decreased to 20.09%, down 17.33% year-on-year, while net margin fell to 6.03%, down 8.56% year-on-year [1] - Total operating expenses were 75.59 million yuan, accounting for 13.63% of revenue, a decrease of 19.5% year-on-year [1] - Earnings per share increased to 0.21 yuan, a rise of 16.62% year-on-year, while operating cash flow per share was -0.48 yuan, a significant decline of 260.44% year-on-year [1] Strategic Developments - The company is in the process of acquiring 80% of the Zhizhe brand and raising matching funds, with the project accepted by the Shenzhen Stock Exchange on June 30, 2025 [3] - Insai Group is seeking strategic partnerships with leading domestic tech companies to provide comprehensive marketing services globally [4] Technological Advancements - The company plans to complete the development of a multi-agent system (MS) by Q3, integrating various AI capabilities [5] - A cross-platform influencer management application is being developed, aimed at group enterprises, which includes multiple AI functionalities [5] - A new AI-powered SEO/GEO business tool is being launched to enhance brand content visibility on new media platforms [5]

Group 1 - The company's total operating revenue for the first half of 2025 is 555 million yuan, ranking 20th among disclosed peers [1] - The net profit attributable to the parent company is 23.23 million yuan [1] - The net cash flow from operating activities is -53.14 million yuan, a decrease of 86.25 million yuan compared to the same period last year, representing a year-on-year decline of 260.44% [1] Group 2 - The company's latest debt-to-asset ratio is 25.82%, an increase of 0.27 percentage points compared to the same period last year [3] - The latest gross profit margin is 20.09%, a decrease of 4.21 percentage points compared to the same period last year [4] - The latest return on equity (ROE) is 3.54% [4] - The diluted earnings per share is 0.21 yuan [4] Group 3 - The company's latest total asset turnover ratio is 0.52 times [5]

Group 1 - The company, InSail Group, announced that its fourth board meeting will be held on August 28, 2025, via communication methods, where it will review the semi-annual report and its summary for 2025 [1] - For the fiscal year 2024, InSail Group's revenue composition is heavily weighted towards the advertising industry, accounting for 99.91% of total revenue, while other businesses contribute only 0.09% [1]

证券代码：300781 证券简称：因赛集团 公告编号：2025-064 广东因赛品牌营销集团股份有限公司 2025 年半年度募集资金存放与使用情况的专项报告 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。 一、募集资金基本情况 （一）实际募集资金金额及资金到账情况 经中国证券监督管理委员会《关于核准广东因赛品牌营销集团股份有限公 司首次公开发行股票的批复》（证监许可[2019]904 号）核准，广东因赛品牌营 销集团股份有限公司（以下简称"公司"或"本公司"）公开发行 21,135,355 股新 股，每股发行价格为 16.53 元，募集资金总额人民币 349,367,418.15 元，扣除相 关的发行费用人民币 44,165,327.52 元后，实际募集资金净额为人民币 305,202,0 90.63 元，实际募集资金入账金额为 316,561,061.09 元（包含尚未支付的发行费 用 11,358,970.46 元）。以上募集资金已由立信会计师事务所（特殊普通合伙） 于 2019 年 6 月 3 日出具的信会师报字【2019】第 ZC10419 号《验资报 ...

证券代码：300781 证券简称：因赛集团 公告编号：2025-065 广东因赛品牌营销集团股份有限公司 关于募投项目增加实施主体、实施地点及募集资金专户的公告 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。 广东因赛品牌营销集团股份有限公司（以下简称"公司"）于 2025 年 8 月 28 日召开第四届董事会第二次会议，审议通过了《关于募投项目增加实施主体、实 施地点及募集资金专户的议案》，同意增加公司全资子公司广东创意热店互联网 科技有限公司（以下简称"创意热店"）和因赛（上海）品牌营销广告有限公司 （以下简称"上海因赛"）为募投项目"营销 AIGC 大模型研发与应用项目"实 施主体，增加创意热店和上海因赛的办公地点作为该项目实施地点，同意创意热 店和上海因赛开立募集资金专户，用于存放实施该项目募集资金的存放、管理和 使用，授权公司管理层或其授权人员全权办理与本次募集资金专项账户相关的具 体事宜。本次增加的募集资金投资项目实施主体均为公司全资子公司，未改变募 集资金使用用途，无需经公司股东大会审议。现将相关情况公告如下： 一、募集资金基本情况 经中国证券监 ...

2025年半年度报告披露提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 广东因赛品牌营销集团股份有限公司（以下简称"公司"）于 2025 年 8 月 28 日召开第四届董事会第二次会议，审议通过了《关于 2025 年半年度报告及其 摘要的议案》。 为使投资者全面了解公司的经营成果、财务状况，公司 2025 年半年度报告 及其摘要于 2025 年 8 月 29 日在巨潮资讯网（www.cninfo.com.cn）上披露，敬 请投资者注意查阅。 证券代码：300781 证券简称：因赛集团 公告编号：2025-062 广东因赛品牌营销集团股份有限公司 广东因赛品牌营销集团股份有限公司董事会 2025 年 8 月 29 日 特此公告。 ...

非经营性资金占用及其他关联资金往来情况汇总表 2025半年度 | | 编制单位：广东因赛品牌营销集团股份有限公司 | | | | | | | | | 单位：人民币元 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 非经营性 资金占用 | 资金占用方名称 | 占用方与上市公司的关联 关系 | 上市公司核算 的会计科目 | 2025年期初占用资 金余额 | 2025半年度占用累 计发生金额（不含 | 2025半年度占用 资金的利息（如 | 2025半年度偿还累 计发生金额 | 2025年6月期末占用 资金余额 | 占用形成原 因 | 占用性质 | | | | | | | 利息） | 有） | | | | | | 控股股东 | | | | | | | | | | 非经营性往来 | | 、实际控 | | | | | | | | | | | | 制人及其 | | | | | | | | | | 非经营性往来 | | 附属企业 | | | | | | | | | | | | 小 计 | - | - | - | | | | | ...