Group 1 - The company Guomai Culture announced an earnings forecast on January 30, expecting a net profit loss attributable to shareholders of the listed company between 2.53 million to 3.29 million yuan, indicating a shift from profit to loss year-on-year [1] - This forecast highlights a significant change in the company's financial performance, moving from profitability to a projected loss [1] Group 2 - The article mentions the development of China's autonomous driving sector, indicating a growing interest and investment in this industry [1] - The reference to Abu Dhabi suggests international collaboration or investment opportunities in the autonomous driving space [1]

果麦文化公告，预计2025年度归属于上市公司股东的净利润亏损253.08万元-329万元，上年同期为盈利 4083.33万元。公司为强化核心业务长期竞争力，提前布局关键领域并加大研发、市场、人才储备等投 入，导致当期费用上升。公司主投的电影《三国的星空第一部》已于2025年10月1日上映，票房未达预 期。 ...

Financial Performance - The company expects a net profit loss between RMB 25.308 million and RMB 32.9 million for the fiscal year 2025, compared to a profit of RMB 40.8333 million in the same period last year[2]. - The net profit loss after deducting non-recurring gains and losses is estimated to be between RMB 29.7781 million and RMB 38.7116 million, down from a profit of RMB 36.5589 million in the previous year[2]. Investment and Expenses - Increased expenses are attributed to investments in core business areas, including R&D, market expansion, and talent acquisition, aimed at building long-term competitive advantages[4]. - The film "The First Part of the Stars of the Three Kingdoms," which the company invested in, was released on October 1, 2025, but did not meet box office expectations[4]. - The indirect equity investment in Shaanxi Tourism Culture Industry Co., Ltd. is expected to contribute approximately RMB 30.8 million to the net profit for 2025, following its IPO on January 6, 2026[4][5]. Financial Reporting - The financial data presented is preliminary and has not been audited by an accounting firm, emphasizing the need for cautious investment decisions[3][6].

Group 1 - The core viewpoint of the news is that Guomai Culture has shown a significant increase in stock price and trading volume, indicating strong market interest despite a decline in net profit [1][2]. - As of January 29, Guomai Culture's stock price rose by 3.45%, with a trading volume of 429 million yuan, and a net financing outflow of 10.63 million yuan [1]. - The company's financing balance reached 333 million yuan, accounting for 8.31% of its market capitalization, which is above the 60th percentile of the past year [1]. Group 2 - As of September 30, the number of shareholders for Guomai Culture increased by 37.64% to 16,500, while the average number of circulating shares per person decreased by 27.35% to 4,865 shares [2]. - For the period from January to September 2025, Guomai Culture reported a revenue of 497 million yuan, representing a year-on-year growth of 26.51%, while the net profit attributable to shareholders decreased by 43.18% to 12.07 million yuan [2]. - The company has distributed a total of 25.34 million yuan in dividends since its A-share listing, with 17.78 million yuan distributed over the past three years [3].

果麦文化传媒股份有限公司 简式权益变动报告书 上市公司的名称：果麦文化传媒股份有限公司 股票上市地点：深圳证券交易所 股票简称：果麦文化 股票代码：301052 信息披露义务人的名称：上海嘉利恩管理咨询合伙企业（有限合伙） 住所和通讯地址：上海市虹口区东大名路 391-393 号（单号）4 层 股份变动性质：股份减少（持股比例下降至 5%以下） 签署日期：2026 年 1 月 29 日 1 信息披露义务人声明 一、信息披露义务人根据《中华人民共和国证券法》（以下简称"《证券法》"） 《上市公司收购管理办法》（以下简称"《收购办法》"）《公开发行证券的公司 信息披露内容与格式准则第 15 号——权益变动报告书》（以下简称"《准则 15 号》"）等法律、法规和规范性文件编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人合伙协议或内部规则中的任何条款，或与之相冲突。 三、依据《证券法》《收购办法》的规定，本报告书已全面披露了信息披露 义务人在果麦文化传媒股份有限公司中拥有权益的股份变动情况。截至本报告书 签署之日，除本报告书披露的信息外，上述信息披露义务人没有通过任 ...

公司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。 特别提示： 1、本次权益变动为股东主动减持，权益变动后，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"）持有果麦文化传媒股份有限公司（以 下简称"公司"）股份比例降至 5%以下，不再是公司持股 5%以上的股东。 2、本次权益变动不涉及公司控股股东、实际控制人，不会导致公司控股股 东及实际控制人发生变化，不会对公司持续经营产生重大影响。 3、本次权益变动性质为股份减少，不触及要约收购。 证券代码：301052 证券简称：果麦文化 公告编号：2026-003 果麦文化传媒股份有限公司 关于持股 5%以上股东权益变动比例触及 5%整数倍及 减持计划期限届满暨实施结果的公告 4、截至 2026 年 1 月 29 日，嘉利恩本次减持计划期限已届满。 一、权益变动基本情况 公司于 2025 年 9 月 30 日在巨潮资讯网（http://www.cninfo.com.cn）披露了 《关于持股 5%以上股东减 ...

Core Viewpoint - The publishing sector experienced a notable increase of 2.53% on January 29, with major gains led by Yue Media, while the Shanghai Composite Index rose by 0.16% and the Shenzhen Component Index fell by 0.3% [1] Group 1: Market Performance - The closing price of Yue Media reached 11.81, marking a significant increase of 9.96% with a trading volume of 1.1611 million shares and a transaction value of 1.338 billion [1] - Century Tianhong closed at 12.71, up by 7.44%, with a trading volume of 591,900 shares and a transaction value of 754 million [1] - The overall net inflow of funds in the publishing sector was 574 million, while retail investors saw a net outflow of 288 million [1] Group 2: Individual Stock Performance - Yue Media had a net inflow of 367 million, accounting for 27.47% of the total, while retail investors had a net outflow of 205 million [2] - Chinese Online reported a net inflow of 11.8 million, with a net outflow of 39.45 million from retail investors [2] - The stock of Honor Culture saw a net inflow of 23.77 million, with retail investors experiencing a net outflow of 1.782 million [2]

Core Viewpoint - The publishing sector experienced an overall increase of 0.94% on January 23, with Century Tianhong leading the gains. The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1]. Group 1: Stock Performance - Century Tianhong (300654) closed at 11.48, up 6.79% with a trading volume of 502,500 shares and a transaction value of 590 million yuan [1]. - Rongxin Culture (301231) closed at 40.55, up 4.92% with a trading volume of 105,600 shares and a transaction value of 418 million yuan [1]. - Southern Media (601900) closed at 16.12, up 3.73% with a trading volume of 386,500 shares and a transaction value of 609 million yuan [1]. - Guomai Culture (301052) closed at 42.28, up 3.02% with a trading volume of 82,400 shares and a transaction value of 34.6 million yuan [1]. - Chinese Online (300364) closed at 32.79, up 2.12% with a trading volume of 1,057,800 shares and a transaction value of 34.65 million yuan [1]. Group 2: Capital Flow - The publishing sector saw a net inflow of 55.35 million yuan from institutional investors, while retail investors experienced a net outflow of 95.80 million yuan [2]. - The main capital inflow was led by Chinese Online (300364) with a net inflow of 1.34 billion yuan from institutional investors, despite a net outflow of 1.44 billion yuan from retail investors [3]. - Southern Media (601900) had a net inflow of 54.21 million yuan from institutional investors, but also saw a net outflow of 38.15 million yuan from retail investors [3].

Core Viewpoint - The publishing sector experienced a significant decline, with a drop of 4.09% on January 16, led by China Science Publishing, which fell by 9.99% [1] Market Performance - The Shanghai Composite Index closed at 4101.91, down 0.26% - The Shenzhen Component Index closed at 14281.08, down 0.18% [1] Individual Stock Performance - China Science Publishing (601858) closed at 21.54, down 9.99% with a trading volume of 313,900 shares and a turnover of 694 million yuan - Rongxin Culture (301231) closed at 38.52, down 9.41% with a trading volume of 109,500 shares and a turnover of 432 million yuan - Zhongwen Online (300364) closed at 32.91, down 8.46% with a trading volume of 1,288,400 shares and a turnover of 428.1 million yuan - Other notable declines include Southern Media (601900) down 5.09%, Tianzhou Culture (300148) down 4.90%, and CITIC Publishing (300788) down 4.86% [1] Capital Flow Analysis - The publishing sector saw a net outflow of 1.067 billion yuan from institutional investors, while retail investors contributed a net inflow of 943 million yuan [1] - The table of capital flow indicates that Southern Media had a net inflow of 11.2999 million yuan from institutional investors, while it faced a net outflow of 44.1266 million yuan from retail investors [2]

Group 1 - Guomai Culture's stock price dropped by 5.01% to 41.88 CNY per share, with a trading volume of 249 million CNY and a turnover rate of 7.25%, resulting in a total market capitalization of 4.144 billion CNY [1] - Guomai Culture, established on June 6, 2012, and listed on August 30, 2021, is primarily engaged in book planning and publishing, digital content business, and IP derivatives and operations. The revenue composition is as follows: 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%, and IP derivatives and operations 0.42% [1] Group 2 - According to data from the top ten holdings of funds, one fund under Puyin Ansheng holds a significant position in Guomai Culture. The Puyin Ansheng Growth Dynamic Mixed A Fund (519170) held 335,800 shares in the third quarter, accounting for 3.95% of the fund's net value, making it the fifth-largest holding. The estimated floating loss today is approximately 742,100 CNY [2] - The Puyin Ansheng Growth Dynamic Mixed A Fund (519170) was established on March 12, 2015, with a latest scale of 646 million CNY. Year-to-date return is 5.01%, ranking 3707 out of 8847 in its category; the one-year return is 16.57%, ranking 5742 out of 8094; and since inception, it has a loss of 3.33% [2]