Financial Performance - The company's operating revenue for the first half of 2025 reached ¥297,526,974.61, representing a 29.75% increase compared to ¥229,304,611.32 in the same period last year[18]. - Net profit attributable to shareholders increased by 80.38% to ¥5,663,156.06 from ¥3,139,579.97 year-on-year[18]. - The net profit after deducting non-recurring gains and losses surged by 231.78% to ¥4,540,558.07, compared to ¥1,368,564.77 in the previous year[18]. - Basic and diluted earnings per share rose by 79.31% to ¥0.0572 from ¥0.0319 in the same period last year[18]. - The company achieved a revenue of 297.53 million yuan in the first half of 2025, representing a growth of 29.75% compared to the same period in 2024[39]. - The net profit attributable to shareholders reached 5.66 million yuan, with a non-recurring net profit of 4.54 million yuan[39]. - The total comprehensive income for the first half of 2025 was ¥4.48 million, compared to ¥2.41 million in the first half of 2024, indicating a growth of 86.1%[161]. Assets and Liabilities - Total assets at the end of the reporting period amounted to ¥995,237,622.30, a 4.45% increase from ¥952,881,482.80 at the end of the previous year[18]. - The total assets at the end of the period reached 715,412,561.27 CNY, demonstrating a solid asset base for the company[170]. - The company's total liabilities included accounts payable of CNY 151,032,513.21, which increased from CNY 115,313,914.96, reflecting a growth of about 31%[151]. - Total liabilities increased to ¥276,472,222.09 from ¥231,095,361.06, representing a rise of 19.6%[155]. - The company's cash and cash equivalents decreased to CNY 171,079,563.46 from CNY 285,830,538.64, representing a decline of about 40%[150]. Cash Flow - The company reported a negative net cash flow from operating activities of ¥27,060,176.22, worsening by 73.22% compared to ¥-15,622,184.87 in the previous year[18]. - The net cash flow from operating activities for the first half of 2025 was -34,454,834.01, compared to -18,316,827.80 in the same period of 2024, indicating a decline in operational performance[165]. - Total cash inflow from investment activities was 245,284,326.43, while cash outflow was 316,803,025.11, resulting in a net cash flow of -71,518,698.68 for the first half of 2025, compared to -15,091,327.97 in 2024[165]. Market and Industry Trends - The overall retail book market saw a 0.73% increase in code volume but a 0.31% decrease in actual sales volume from January to June 2025[25]. - The content e-commerce channel experienced a significant growth of 47.62% in code volume year-on-year, while other channels faced substantial development pressure with negative growth rates[25]. - The overall book retail market saw a slight growth of 0.73% in the first half of 2025, while the actual sales volume decreased by 0.31%[38]. Strategic Initiatives - The company is actively developing AI solutions, including the "Book World" management platform and the "AI Proofreading King" software, to enhance publishing efficiency[27]. - The innovative "CBC" sales model allows the company to connect directly with consumers and effectively manage inventory through internet channels[31]. - The company has initiated strategic collaborations with other publishing groups to enhance product selection and marketing effectiveness, leveraging its "Guomai Methodology"[34]. - The company emphasizes a "publishing + internet" model to drive content development and user engagement, creating a feedback loop for continuous improvement[28]. Shareholder and Governance - The company does not plan to distribute cash dividends or issue bonus shares[4]. - The company has approved the 2024 restricted stock incentive plan, which includes a detailed management approach and a list of incentive recipients[94]. - The company has implemented a talent-oriented approach, ensuring employee rights and providing various benefits, including housing subsidies and health check-ups[100]. Risks and Compliance - There are no significant risks that could adversely affect the company's production, operation, financial status, or sustainable profitability[3]. - The company emphasizes compliance with laws and regulations, actively paying taxes and contributing to local economic development[102]. - The company has not engaged in any major guarantees during the reporting period, maintaining a sound financial position[127].

证券代码：301052 证券简称：果麦文化 公告编号：2025-028 果麦文化传媒股份有限公司 第三届董事会第十一次会议决议公告 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。 一、董事会会议召开情况 2025 年 8 月 7 日，果麦文化传媒股份有限公司（以下简称"公司"）第三 届董事会第十一次会议以现场及通讯方式召开。提议召开本次会议的会议通知已 于 2025 年 7 月 28 日以电话、电子邮件、即时通讯工具等方式发出，应出席会议 董事 5 人，实际出席会议董事 5 人，全体董事均亲自出席了本次会议。本次会 议由董事长路金波先生召集并主持，会议的召集、召开符合法律、行政法规、部 门规章和《公司章程》的规定。 二、董事会会议审议情况 1、审议通过了《关于<2025 年半年度报告>及其摘要的议案》 经审核，董事会认为：公司《2025 年半年度报告》全文及其摘要的编制和 审核程序符合法律、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。公 司审计委员会审议通过了此议案。 具体内容详见公 ...

果麦文化公告，2025年上半年营业收入2.98亿元，同比增长29.75%。净利润566.32万元，同比增长 80.38%。 ...

Market Overview - The publishing sector saw a slight increase of 0.01% on August 6, with Xinhua Wenhui leading the gains [1] - The Shanghai Composite Index closed at 3633.99, up 0.45%, while the Shenzhen Component Index closed at 11177.78, up 0.64% [1] Individual Stock Performance - Xinhua Wenhui (601811) closed at 15.72, up 1.95% with a trading volume of 45,500 shares and a turnover of 71.28 million yuan [1] - Changjiang Publishing (600757) closed at 9.72, up 1.04%, with a trading volume of 123,800 shares and a turnover of 120 million yuan [1] - Tianzhou Culture (300148) closed at 5.30, up 0.95%, with a trading volume of 707,000 shares and a turnover of 374 million yuan [1] - Other notable stocks include Zhongwen Online (300364) at 26.19, up 0.69%, and China Publishing (601949) at 6.89, up 0.58% [1] Capital Flow Analysis - The publishing sector experienced a net outflow of 172 million yuan from institutional investors, while retail investors saw a net inflow of 198 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors are more active [2] Detailed Capital Flow for Selected Stocks - Zhongnan Publishing (601098) had a net inflow of 9.97 million yuan from institutional investors, while retail investors saw a net inflow of 2.49% [3] - Reader Media (603999) experienced a net inflow of 477.75 million yuan from institutional investors but a net outflow of 736.95 million yuan from retail investors [3] - Longjiang Publishing (600757) had a net inflow of 237.24 million yuan from institutional investors, with retail investors contributing a net inflow of 10.42% [3]

Group 1 - The media sector experienced a significant surge, with Jishi Media achieving two consecutive trading limits [1] - Other companies such as Guomai Culture, Reader Media, Hubei Broadcasting, and Focus Media also saw increases in their stock prices [1]

按学历来看，出版行业董秘主要为硕士学历，占比54.55%，平均薪酬85.02万元，同比下降2.14%；其次 为本科学历，占比40.91%，平均薪酬73.79万元，同比下降0.03%；博士仅1人，为时代出版董秘李仕 兵，薪酬为51.87万元，低于行业平均薪酬27.05万元。 专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百万 占比超21% 董秘作为连接投资者与上市公司的"桥梁"，在上市公司资本运作中发挥着关键作用。新浪财经《2024年 度A股董秘数据报告》显示，2024年A股上市公司董秘薪酬合计达40.86亿元，平均年薪75.43万元。 分行业来看，出版行业董秘薪酬总额1736.15万元，平均薪酬78.92万元，同比下降0.98%。 履历显示，蔡钰如生于1985年11月，现年40岁，本科学历。2019年6月至今，任果麦文化董事会秘书兼 财务负责人。2008年至2010年，任毕马威会计师事务所审计师；2010年至2017年，任安永华明会计师事 务所审计经理；201711月至2019年6月，任果麦文化董事会秘书。 注：数据来源于choice，截止2024年末任期不满1年的不参与统计。 责任编辑：公司 ...

Group 1 - The publishing sector increased by 1.04% on August 1, with Guomai Culture leading the gains [1] - The Shanghai Composite Index closed at 3559.95, down 0.37%, while the Shenzhen Component Index closed at 10991.32, down 0.17% [1] - Guomai Culture's stock price rose by 16.41% to 63.34, with a trading volume of 115,900 shares and a transaction value of 690 million yuan [1] Group 2 - The publishing sector experienced a net outflow of 97.81 million yuan from institutional investors, while retail investors saw a net inflow of 75.89 million yuan [3] - The overall capital flow in the publishing sector indicates a mixed sentiment, with retail investors showing interest despite institutional outflows [3]

Group 1: Macro and Strategy Insights - The macro view for August indicates a stable policy environment with an upward shift in risk appetite, suggesting that industrial growth will remain a key theme [7] - The strategy outlook highlights an "extension of offensive trends" in the market, with a recommendation to maintain positions and selectively increase holdings as the A-share market shows a bullish trend [8] - The quantitative perspective suggests breaking the deflationary spiral, with expectations for a cyclical upswing in the market [9] Group 2: Selected Stocks for August - The selected stocks for August include China Pacific Insurance (non-bank), China Shipbuilding Industry (military), Shanghai Yanpu (large manufacturing), Weilan Lithium (electric new energy), Wanjun Technology (computer), Guomai Culture (media), Baiwei Storage (consumer electronics), Huaxi Nonferrous Metals (non-ferrous), Sun Paper (light industry), and Tigermed (pharmaceutical) [11] - China Pacific Insurance is positioned as a leading insurance company with a strong background, expected to benefit from its transformation and increase in new business value [12] - China Shipbuilding Industry is identified as a leader in naval defense, benefiting from advancements in deep-sea technology and a growing market for underwater monitoring systems [17] - Shanghai Yanpu is noted for its potential in the seating market, with a platform transformation expected to enhance performance and market share [20] - Weilan Lithium is recognized for its robust main business and potential for valuation upgrades due to new product developments [25] - Wanjun Technology is highlighted for its long-standing expertise in creative software, with AI product commercialization expected to accelerate growth [28] - Guomai Culture is anticipated to benefit from the release of its animated film "The Stars of the Three Kingdoms," which is expected to drive revenue [32] - Baiwei Storage is positioned to benefit from the upward cycle in the storage industry, with a focus on advanced packaging technology [38] - Huaxi Nonferrous Metals is expected to see price increases in tin and antimony, driven by strong demand and limited supply [43] - Sun Paper is projected to benefit from industry stabilization and cost advantages from its integrated operations [50] - Tigermed is positioned to gain from the growing demand for clinical CRO services as the innovative drug sector expands [55]

证券时报·数据宝统计显示，果麦文化所属的传媒行业，目前整体跌幅为0.21%，行业内，目前股价上涨 的有53只，涨幅居前的有果麦文化、宣亚国际、ST广网等，涨幅分别为8.25%、6.73%、2.33%。股价下 跌的有72只，跌幅居前的有金逸影视、引力传媒、因赛集团等，跌幅分别为7.24%、3.65%、3.58%。 果麦文化股价创出历史新高，截至10:18，该股上涨8.25%，股价报58.90元，成交量321.75万股，成交金 额1.80亿元，换手率4.01%，该股最新A股总市值达58.29亿元，该股A股流通市值47.24亿元。 公司发布的一季报数据显示，一季度公司共实现营业收入1.24亿元，同比增长33.14%，实现净利 润-196.88万元，同比增长78.52%，基本每股收益为-0.0199元。 （文章来源：证券时报网） 两融数据显示，该股最新（7月31日）两融余额为2.97亿元，其中，融资余额为2.97亿元，近10日增加 2892.45万元，环比增长10.79%。 ...

证券之星消息，7月31日出版板块较上一交易日下跌1.28%，粤 传 媒领跌。当日上证指数报收于 3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。出版板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300654 | 世纪天鸿 | 2539.13万 | 5.59% | 649.17万 | 1.43% | -3188.30万 | -7.02% | | 301052 果麦文化 | | 1919.62万 | 5.87% | -914.18万 | -2.79% | -1005.44万 | -3.07% | | 601928 凤凰传媒 | | 1530.55万 | 11.52% | -214.95万 | -1.62% | -1315.59万 | -9.90% | | 601098 | 中南传媒 | 860.37万 | 6.74% | 784.98万 | 6.15% | -16 ...