人民财讯9月30日电，果麦文化（301052）9月30日公告，持股5.09%的股东上海嘉利恩管理咨询合伙企 业(有限合伙)(简称"嘉利恩")，计划自15个交易日后的3个月内，以集中竞价和/或大宗交易的方式减持公 司股份不超过50万股(占公司总股本比例不超过0.51%)。 ...

果麦文化公告，持股5%以上股东上海嘉利恩管理咨询合伙企业（有限合伙）目前持有公司股份503.63 万股，占公司总股本5.09%，计划于2025年10月30日至2026年1月29日，通过集中竞价和/或大宗交易方 式减持不超过50万股，占公司总股本不超过0.51%。 ...

证券代码：301052 证券简称：果麦文化 公告编号：2025-041 果麦文化传媒股份有限公司 关于持股 5%以上股东减持股份预披露公告 持股 5%以上的股东上海嘉利恩管理咨询合伙企业（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。 果麦文化传媒股份有限公司（以下简称"公司"）于近日收到持股 5%以上股 份的股东上海嘉利恩管理咨询合伙企业（有限合伙）（以下简称"嘉利恩"）出具 的《股东减持股份计划告知函》，嘉利恩持有公司股份 5,036,318 股，占公司总股 本的 5.09%。其计划自本公告披露之日起 15 个交易日后的 3 个月内（即 2025 年 10 月 30 日至 2026 年 1 月 29 日）以集中竞价和/或大宗交易的方式减持公司股份 不超过 500,000 股（占公司总股本比例不超过 0.51%），若此期间有送股、资本公 积转增股本等股本变动事项，所述数量进行相应调整，现将有关情况公告如下： 一、股东的基本情况 | 序号 | 股东名称 | 持有公司股份总数量（股） | 占公司 ...

果麦文化公告，部分高级管理人员刘方已于2025年7月7日至2025年9月30日通过集中竞价方式减持公司 股份50500股，减持均价58.55元/股，占公司总股本0.05%；减持后持股15.15万股，占0.15%，减持计划 实施完毕。 ...

证券代码：301052 证券简称：果麦文化 公告编号：2025-042 果麦文化传媒股份有限公司 关于公司部分高级管理人员减持计划实施完毕的公告 股东刘方先生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。 果麦文化传媒股份有限公司（以下简称"公司"）于 2025 年 6 月 16 日披露了 《关于公司部分高级管理人员减持股份预披露公告》（公告编号：2025-026）， 公司高级管理人员刘方先生计划自上述公告披露之日起 15 个交易日后的 3 个月 内（即 2025 年 7 月 7 日至 2025 年 10 月 6 日）以集中竞价的方式减持公司股份 不超过 50,503 股（占公司总股本比例不超过 0.05%）。 公司近日收到刘方先生的《股份减持计划实施完毕告知函》，本次减持计划 已实施完毕。根据《上市公司股东减持股份管理暂行办法》《深圳证券交易所上 市公司自律监管指引第 18 号——股东及董事、高级管理人员减持股份》等有关 规定，现将上述相关情况公告如下： | 股东名称 | 减持方式 | | 减持期间 | ...

Core Insights - The 2025 National Day film market is showing strong pre-sale performance, with total pre-sale box office exceeding 1 billion yuan as of September 29, 2025 [2] - The diversity in film genres and themes is notable, catering to various audience preferences, including high-budget blockbusters and comedies [2][3] - Listed companies are playing a significant role in this year's National Day film lineup, with major titles expected to perform well [4][5] Group 1: Film Market Performance - The pre-sale box office for the National Day films has surpassed 1 billion yuan, with top films including "The Sound of Thunder," "Assassination of the Novelist 2," and "The Volunteer Army: Blood and Peace" [2] - The film industry is experiencing a resurgence in consumer interest, driven by strong summer box office results, which are expected to carry over into the National Day period [6] - The total box office for the year is approaching 42 billion yuan, with projections for the National Day box office to exceed 2 billion yuan [6] Group 2: Industry Trends - The trend of sequels, series, and IP-based films is becoming mainstream, with films like "The Volunteer Army: Blood and Peace" and "Assassination of the Novelist 2" exemplifying this shift [3][5] - Companies are increasingly focusing on cross-industry collaborations based on IP, exploring new consumption models and expanding the influence of films [7] - The development of related IP products and experiences is being prioritized, with companies aiming to enhance audience engagement beyond the cinema [7]

Core Viewpoint - The publishing sector experienced a slight decline of 0.05% on September 29, with Guomai Culture leading the losses, while the Shanghai Composite Index rose by 0.9% and the Shenzhen Component Index increased by 2.05% [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3862.53, up 0.9% [1] - The Shenzhen Component Index closed at 13479.43, up 2.05% [1] - Guomai Culture's stock price fell by 3.30% to 76.49, with a trading volume of 107,900 shares and a transaction value of 810 million [2] Group 2: Individual Stock Performance - ST Huawen saw a price increase of 5.19% to 2.84, with a trading volume of 518,400 shares and a transaction value of 144 million [1] - Other notable stocks included Publishing Media, which rose by 1.33% to 6.88, and Rongxin Culture, which increased by 0.84% to 23.94 [1] - Conversely, stocks like Guangdong Media and Southern Media experienced declines of 1.60% and 1.49%, respectively [2] Group 3: Capital Flow - The publishing sector experienced a net outflow of 85.48 million from institutional investors and 63.03 million from retail investors, while retail investors saw a net inflow of 149 million [2] - ST Huawen had a net inflow of 22.87 million from institutional investors, while it faced a net outflow of 9.22 million from retail investors [3] - The overall capital flow indicates a mixed sentiment among different investor categories within the publishing sector [2][3]

Market Overview - The publishing sector experienced a decline of 0.47% on September 26, with the Shanghai Composite Index closing at 3828.11, down 0.65%, and the Shenzhen Component Index closing at 13209.0, down 1.76% [1]. Individual Stock Performance - Guomai Culture led the decline with a significant drop of 13.91%, closing at 79.10 [2]. - Other notable declines included Zhongwen Online at -2.80% and China Science Publishing at -2.44% [2]. - Conversely, ST Huawen saw an increase of 4.65%, closing at 2.70, making it one of the few gainers in the sector [1]. Trading Volume and Capital Flow - The total trading volume for the publishing sector showed a net outflow of 25.94 million yuan from institutional investors, while retail investors saw a net inflow of 24.58 million yuan [2][3]. - The top stocks by net inflow from institutional investors included Zhongnan Media with 32.69 million yuan and Nanfang Media with 27.92 million yuan [3]. Summary of Key Stocks - ST Huawen: Closed at 2.70, up 4.65%, with a trading volume of 852,300 shares [1]. - Guomai Culture: Closed at 79.10, down 13.91%, with a trading volume of 179,600 shares [2]. - Zhongwen Online: Closed at 27.06, down 2.80%, with a trading volume of 480,900 shares [2].

Company Overview - Guomai Culture Media Co., Ltd. is located at 555 Yunjin Road, Xuhui District, Shanghai, established on June 6, 2012, and listed on August 30, 2021 [1] - The company's main business includes book planning and publishing, digital content business, and IP derivatives and operations [1] - Revenue composition: book planning and publishing 92.08%, book agency publishing 3.43%, digital content business 2.78%, other services 0.77%, other merchandise sales 0.52%, IP derivatives and operations 0.42% [1] Stock Performance - On September 25, Guomai Culture's stock fell by 5.09%, trading at 88.67 CNY per share, with a transaction volume of 590 million CNY and a turnover rate of 8.11%, resulting in a total market capitalization of 8.775 billion CNY [1] Fund Holdings - According to data from the top ten holdings of funds, one fund under Jiao Yin Schroder has a significant position in Guomai Culture [2] - Jiao Yin Rongxin Flexible Allocation Mixed A (519766) reduced its holdings by 22,000 shares in the second quarter, holding 147,400 shares, which accounts for 3.3% of the fund's net value, ranking as the ninth largest holding [2] - The estimated floating loss for the fund today is approximately 701,600 CNY [2] Fund Manager Performance - The fund manager of Jiao Yin Rongxin Flexible Allocation Mixed A (519766) is Yu Liping, who has been in the position for 3 years and 199 days [3] - The total asset size of the fund is 182 million CNY, with the best fund return during the tenure being 117.4% and the worst being 113.43% [3]

Core Insights - Guomai Culture is leveraging its passion for knowledge dissemination through self-media accounts, which has become a unique development path in the era of digital traffic [3][4] - The company is set to release the highly anticipated animated film "The Stars of the Three Kingdoms," which aims to create a "Three Kingdoms Universe" and develop related IP products [4][5] - Guomai Culture's film investment strategy focuses on linking with existing IPs, prioritizing projects associated with authors like Han Han and Yi Zhongtian [5][6] Group 1: Company Strategy and Innovations - The company encourages employees to create self-media accounts to share knowledge, reflecting its mission to "promote civilization with small forces" [3][4] - Guomai Culture plans to produce 1 to 2 animated films annually, establishing animation as a long-term development strategy [4][5] - The company reported a revenue of 298 million yuan in the first half of the year, a year-on-year increase of 29.75%, largely attributed to its successful educational books [6][7] Group 2: AI Integration in Publishing - Guomai Culture is embracing AI to reshape the publishing landscape, proposing a new model where content and marketing are integrated with AI-driven solutions [8][9] - The company has developed an "Intelligent Publishing Platform" that covers all aspects of publishing, including planning, editing, and marketing [8][9] - A dedicated team of nearly 30 professionals has been established to support AI development, indicating a significant investment in technology within the publishing sector [9]