证券代码：301052 证券简称：果麦文化 公告编号：2025-044 果麦文化传媒股份有限公司 关于公司部分董事、高级管理人员提前终止 股份减持计划的公告 董事、董事会秘书兼财务负责人蔡钰如女士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 8 月 26 日在巨潮 资讯网（www.cninfo.com.cn）披露了《关于公司部分董事、高级管理人员减持股 份预披露公告》（公告编号：2025-039），公司职工代表董事、董事会秘书兼财 务负责人蔡钰如女士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 9 月 17 日至 2025 年 12 月 16 日）以集中竞价和/或大宗交易的方式减持 公司股份不超过 50,000 股（占公司总股本比例不超过 0.05%）。 公司于近日收到蔡钰如女士出具的《关于提前终止股份减持计划的告知函》， 2025 年 9 月 25 日、2025 年 9 月 26 日，蔡钰如女士按照其已披露的减 ...

Core Viewpoint - The company emphasizes the importance of marketing and promotion for its project "The Stars of the Three Kingdoms Part One" and plans to utilize multiple channels for this purpose [1] Group 1 - The company is committed to enhancing the promotional efforts for "The Stars of the Three Kingdoms Part One" [1] - The marketing strategy will include social media, video platforms, and offline activities [1]

Group 1 - The core point of the article is that Guomai Culture has launched a collaboration between the movie "The Stars of the Three Kingdoms Part One" and the game "Shuaituzhibin," introducing the "Guandu Zhengfeng" season [2]

Core Insights - On October 10, a total of 45 stocks were involved with institutional investors, with 21 stocks showing net buying and 24 stocks showing net selling [1][2]. Institutional Buying - The top three stocks with the highest net buying by institutions were: - Shenzhen Technology: Net buying amount of 178.75 million yuan, with a daily increase of 3.46% [2]. - Xiyu Co., Ltd.: Net buying amount of 125.60 million yuan, with a daily increase of 0.56% [2]. - Dawi Co., Ltd.: Net buying amount of 84.37 million yuan, with a daily decrease of 0.78% [2]. Institutional Selling - The top three stocks with the highest net selling by institutions were: - GoerTek: Net outflow amount of 38.25 million yuan, with a daily decrease of 9.40% [4]. - Guomai Culture: Net outflow amount of 35.76 million yuan, with a daily decrease of 19.18% [4]. - Yongding Co., Ltd.: Net outflow amount of 33.28 million yuan, with a daily increase of 5.94% [4].

Core Viewpoint - Guomai Culture experienced a significant decline of 19.18% in its stock price, with a trading volume of 1.543 billion yuan and a turnover rate of 38.88% on the day of the report [2] Trading Activity - The stock's trading activity included a net sell of 160 million yuan by institutional investors, while retail trading desks collectively recorded a net buy of 8.9872 million yuan [2] - The top five trading desks accounted for a total transaction volume of 376 million yuan, with buying transactions amounting to 112 million yuan and selling transactions totaling 264 million yuan, resulting in a net sell of 151 million yuan [2] Institutional Participation - Four institutional trading desks were involved, with a total buying amount of 22.371 million yuan and selling amount of 183 million yuan, leading to a net sell of 160 million yuan [2] - The main funds saw a net outflow of 283 million yuan, with a significant outflow of 302 million yuan from large orders, while smaller orders recorded a net inflow of 18.5209 million yuan [2] Recent Trends - Over the past five days, the main funds have experienced a cumulative net outflow of 479 million yuan [2]

果麦文化今日跌19.18%，成交额15.43亿元，换手率38.88%，盘后龙虎榜数据显示，1家机构专用席位净 买入1491.38万元，有3家机构专用席位净卖出1.75亿元。 ...

Market Overview - On October 10, the publishing sector declined by 0.17%, with Guomai Culture leading the drop [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Individual Stock Performance - Guomai Culture's stock price fell by 19.18% to 49.46, with a trading volume of 311,800 shares and a transaction value of 154.3 million [2] - Other notable declines included: - Zhongwen Online down 6.07% to 26.48 [2] - Tianzhou Culture down 0.85% to 4.65 [2] - Conversely, Zhongyuan Media rose by 2.91% to 12.02, with a trading volume of 101,600 shares and a transaction value of 121 million [1] Capital Flow Analysis - The publishing sector experienced a net outflow of 357 million from institutional investors, while retail investors saw a net inflow of 259 million [2][3] - Notable capital flows included: - Zhongwen Media with a net inflow of 25.6 million from institutional investors [3] - Shandong Publishing with a net inflow of 14.4 million from institutional investors [3] - Retail investors showed a mixed response, with some stocks like Longjiang Media experiencing significant outflows [3]

New Stock Listings - New stock "Aomeisen" (920080) listed at an issue price of 8.25 on October 10, 2025[1] - "Shangwei New Materials" (688585) has a tender offer period from September 29 to October 28, 2025[1] Delisting and Trading Alerts - "Zitian Tui" (300280) is in the delisting arrangement period with only 1 trading day remaining[1] - "Pinming Technology" (688109) is experiencing severe abnormal fluctuations[1] Market Updates - Multiple companies including "Kesi Technology" (688788) and "Bory Medical" (688166) have recent announcements related to trading activities[1] - "Ganfeng Lithium" (002460) and "Luoyang Molybdenum" (603993) have also made recent disclosures[1] Additional Information - A total of 30 companies have been highlighted for various trading activities and announcements on October 10, 2025[1] - Links to detailed announcements for each company are provided for further insights[1]

Core Insights - Guomai Culture achieved a transaction volume of 1.495 billion RMB, marking a new high since its listing [2] - The latest stock price experienced a decline of 19.66%, with a turnover rate of 37.67% [2] - The previous trading day's total transaction volume for the stock was 63 million RMB [2] Company Overview - Guomai Culture Media Co., Ltd. was established on June 6, 2012, with a registered capital of approximately 989.59339 million RMB [2]

Market Overview - The stock market opened weakly on October 10, with the ChiNext Index dropping over 1%, the Shanghai Composite Index down 0.50%, and the Shenzhen Component Index down 0.76% [1] - Nearly 4,000 stocks in the Shanghai, Shenzhen, and Beijing markets declined, with significant losses in sectors such as precious metals, semiconductor chips, and non-ferrous metals [1] Company Performance - Guomai Culture (301052) experienced a continuous decline, hitting a 20% limit down, while Wanrun Technology (002654) fell over 9%, and Hengdian Film (603103) dropped over 6% [1] - As of October 9, Guomai Culture's year-to-date increase exceeded 100%, but it faced a significant drop of 20% on the day, closing at 48.96 CNY [3] Film Industry Insights - The animated film "The Stars of the Three Kingdoms" produced by Guomai Culture and other companies was released on October 1, but it only grossed over 75 million CNY, ranking 8th during the National Day holiday, which was below market expectations [4][5] - The National Day box office for 2025 saw a year-on-year decline of 13%, totaling 18.35 billion CNY, with this year's box office down by 2.7 billion CNY compared to previous years [5] Audience Trends - The total number of moviegoers during the National Day holiday was 50.08 million, a decrease of 4% year-on-year, with average attendance per screening down 15% [6] - The share of box office revenue from first-tier cities fell to a historical low of 13.4%, while the share from third and fourth-tier cities increased to nearly 44% [15] Industry Challenges - The film market is facing significant pressure, with major films struggling to break even, as seen with "The Volunteer Army: Blood and Peace," which grossed only 4.88 billion CNY against high production costs [16] - The overall film market saw a 34.73% year-on-year decline in box office revenue in the second quarter, indicating a challenging environment for film companies [16] Future Directions - Industry leaders are exploring new business models, such as integrating gaming IPs into cinema experiences and diversifying content offerings to include theater performances and sports events [23][24] - The film industry is urged to accelerate its transformation to adapt to changing audience preferences and market conditions [26]