Group 1 - The core point of the article is that Guomai Culture (301052.SZ) announced an abnormal fluctuation in stock trading, highlighting the upcoming release of the film "The First Part of the Stars of the Three Kingdoms" scheduled for October 1, 2025 [1] - The film industry is characterized by uncertainty, with potential risks including unpredictable investment returns, intense market competition, and changes in regulatory policies [1]

Group 1 - The company's stock price has experienced an abnormal fluctuation, with a cumulative deviation of over 30% in closing prices over three consecutive trading days [1] - The film "The First Part of the Stars of the Three Kingdoms," primarily invested in by the company, is scheduled to be released on October 1, 2025 [1] - The film industry is characterized by uncertainty, with risks including unpredictable investment returns, intense market competition, and changes in regulatory policies [1]

果麦文化公告，经核查，公司未发现近期公共传媒报道过可能或者已经对公司股票交易价格产生较大影 响的未公开重大信息；经核查，公司目前生产经营情况正常，内外部经营环境未发生重大变化；经核 查，公司、控股股东及实际控制人不存在应披露而未披露的重大事项或处于筹划阶段的重大事项；经核 查，控股股东、实际控制人、董事、高级管理人员在股票交易异常波动期间不存在买卖公司股票的情 形。 ...

Group 1 - The company's stock price has experienced an abnormal fluctuation, with a cumulative closing price deviation exceeding 30% over three consecutive trading days [1] - The film "The First Part of the Stars of the Three Kingdoms," primarily invested in by the company, is scheduled for release on October 1, 2025 [1] Group 2 - The film industry is characterized by uncertainty, with potential risks including unpredictable investment returns, intense market competition, and changes in regulatory policies [1]

证券代码：301052 证券简称：果麦文化 公告编号：2025-040 果麦文化传媒股份有限公司 关于公司股票交易异常波动的公告 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。 风险提示： 2、公司主投的电影《三国的星空第一部》将于 2025 年 10 月 1 日上映，电 影行业具有不确定性，影片存在投资收益不确定、市场竞争激烈、政策监管变 化等风险。敬请广大投资者理性投资，注意风险。 一、股票交易异常波动的具体情况 果麦文化传媒股份有限公司（以下简称"公司"）股票交易价格连续三个交 易日（2025 年 9 月 19 日、2025 年 9 月 22 日、2025 年 9 月 23 日）收盘价格涨 幅偏离值累计超过 30%，根据深圳证券交易所的有关规定，以上情形属于股票交 易异常波动的情况。 二、公司关注并核实情况说明 针对公司股票交易异常波动情况，公司董事会通过电话及现场问询方式，对 公司控股股东、实际控制人、全体董事及高级管理人员就相关问题进行了核实， 现就相关情况说明如下： 1、经核查，公司前期披露的信息不存在需要更正、补充之处； 2、经核查，公司未发现近 ...

Market Overview - The publishing sector declined by 0.71% on September 22, with New Classics leading the drop [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Individual Stock Performance - Guomai Culture (301052) saw a significant increase of 19.99%, closing at 83.99, with a trading volume of 135,400 shares and a transaction value of 1.021 billion [1] - China Publishing (601949) remained unchanged at 6.88, with a trading volume of 106,300 shares and a transaction value of 7.307 million [1] - Other notable declines included New Classics (603096) down 2.38% to 17.60, and Central South Publishing (601098) down 2.17% to 12.20 [2] Capital Flow Analysis - The publishing sector experienced a net outflow of 88.4598 million from institutional investors and 38.9363 million from retail investors, while retail investors saw a net inflow of 127 million [2] - Guomai Culture had a net inflow of 158 million from institutional investors, while Central South Publishing had a net inflow of 8.264 million [3] Summary of Trading Data - The trading data for various stocks indicates a mixed performance, with some stocks like Guomai Culture showing strong gains while others like New Classics and Central South Publishing faced declines [1][2][3] - The overall sentiment in the publishing sector appears cautious, with significant capital outflows from institutional and speculative investors [2][3]

证券之星消息，9月19日出版板块较上一交易日上涨0.49%，果麦文化领涨。当日上证指数报收于 3820.09，下跌0.3%。深证成指报收于13070.86，下跌0.04%。出版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) | | --- | --- | --- | --- | --- | --- | | 301052 | 果麦文化 | 70.00 | 3.02% | 6.06万 | 4.25 乙 | | 000793 | ST华闻 | 2.56 | 2.40% | 35.49万 | 8970.63万 | | 600825 | 新华传媒 | 6.82 | 1.94% | 11.38万 | 7644.79万 | | 601098 | 中南传媒 | 12.47 | 1.71% | ﻝ 12.12万 | 1.49亿 | | 000719 | 中原传媒 | 11.90 | 1.28% | 6.06万 | 7142.91万 | | 601801 | 皖新传媒 | 6.65 | 1.06% | 12.47万 | 8266.60万 | | 605577 | 龙版传媒 | ...

资料显示，果麦文化传媒股份有限公司位于上海市徐汇区云锦路555号6栋，成立日期2012年6月6日，上 市日期2021年8月30日，公司主营业务涉及图书策划与发行、数字内容业务、IP衍生与运营。主营业务 收入构成为：图书策划与发行92.08%，图书代理发行3.43%，数字内容业务2.78%，其他服务0.77%，其 他商品销售0.52%，IP衍生与运营0.42%。 从基金十大重仓股角度 数据显示，新华基金旗下1只基金重仓果麦文化。新华科技创新主题灵活配置混合（002272）二季度持 有股数8.83万股，占基金净值比例为3.4%，位居第九大重仓股。根据测算，今日浮盈赚取约32.94万 元。 9月19日，果麦文化涨5.49%，截至发稿，报71.68元/股，成交1.40亿元，换手率2.51%，总市值70.93亿 元。 新华科技创新主题灵活配置混合（002272）成立日期2016年3月22日，最新规模1.06亿。今年以来收益 64.61%，同类排名424/8172；近一年收益126.38%，同类排名245/7980；成立以来收益59.8%。 截至发稿，王永明累计任职时间8年217天，现任基金资产总规模2.66亿元，任职期 ...

Summary of Guomai Culture Conference Call Company Overview - Guomai Culture focuses on integrating high-quality IP with companies that lack operational expertise, employing a reverse topic selection strategy to enhance influence, exemplified by the success of the Chinese version of "Diary of a Wimpy Kid" selling over 1 million copies and the book "Beyond the Notes" related to Lin Junjie [2][5] Core Business Insights - The company operates as an internet-plus publishing entity, concentrating on best-selling books and new sales channels like short video e-commerce, maintaining steady growth in book publishing despite offline market challenges [2][6] - Operating performance, particularly gross margin, remains relatively stable, although net profit attributable to shareholders fluctuates due to offline impacts and investment losses [2][6] AI Technology Development - Guomai Culture is advancing AI proofreading technology, utilizing a fee-based model for publishers and localized deployment for projects like military websites, enhancing production efficiency and labor liberation [2][7][8] - The company has initiated commercial monetization in AI proofreading, showcasing its capabilities through partnerships with publishers and military projects [3][7] Animation Film IP Monetization - Animation film IP monetization is a key strategic direction, with upcoming releases like "Wang Wang Mountain" and "Three Kingdoms Starry Sky" expected to significantly boost profits [2][9] - The collaboration with Light Media for "Three Kingdoms Starry Sky," which has a 30% stake and is responsible for promotion, is anticipated to yield strong box office results, potentially exceeding 2 billion [2][11][14] Market Performance and Expectations - The 2025 summer film market has shown strong performance, with films like "Wang Wang Mountain" exceeding expectations, creating a favorable environment for the upcoming National Day release of "Three Kingdoms Starry Sky" [4][13] - The film's success is projected to contribute significantly to the company's profits, with expectations of a box office performance above 2 billion, supported by a strong promotional strategy and audience continuity [4][14] Additional Insights - The reverse topic selection model enhances the accuracy and stability of the company's selections, ensuring steady revenue and profit growth [4][5] - The company is also exploring AI applications in areas like AI comics and topic selection, indicating a commitment to expanding its AI capabilities [8]

Core Viewpoint - The publishing sector experienced a decline of 0.6% on September 17, with significant losses in the Guangdong media segment, while the Shanghai Composite Index rose by 0.37% and the Shenzhen Component Index increased by 1.16% [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3876.34, up 0.37% [1] - The Shenzhen Component Index closed at 13215.46, up 1.16% [1] - The publishing sector's individual stocks showed mixed performance, with notable declines in several companies [1] Group 2: Stock Performance - Major stocks in the publishing sector included: - Xinhua Wenhui (601811) closed at 15.70, up 1.16% with a trading volume of 69,500 shares and a turnover of 107 million yuan [1] - Southern Media (601900) closed at 13.07, up 0.38% with a trading volume of 73,800 shares [1] - Guangdong Media (002181) closed at 8.23, down 3.63% with a trading volume of 955,700 shares and a turnover of 788 million yuan [2] Group 3: Capital Flow - The publishing sector saw a net outflow of 239 million yuan from institutional investors, while retail investors contributed a net inflow of 200 million yuan [2] - The capital flow for individual stocks indicated varying levels of interest from different investor types, with some stocks experiencing significant net inflows from retail investors [3]