格隆汇1月5日丨兆讯传媒(301102.SZ)公布，截至2025年12月31日，公司通过回购专用证券账户以集中 竞价交易方式累计回购公司股份6,165,275股，占公司总股本的1.52%，最高成交价格为12.14元/股，最 低成交价格为10.51元/股，成交总金额为70,001,611.31元（不含交易费用）。公司本次回购股份符合相 关法律法规的要求和公司既定的回购股份方案。 ...

证券代码：301102 证券简称：兆讯传媒 公告编号：2026-001 一、股份回购进展情况 截至 2025 年 12 月 31 日，公司通过回购专用证券账户以集中竞价交易方式 累计回购公司股份 6,165,275 股，占公司总股本的 1.52%，最高成交价格为 12.14 元/股，最低成交价格为 10.51 元/股，成交总金额为 70,001,611.31 元（不含交 易费用）。公司本次回购股份符合相关法律法规的要求和公司既定的回购股份方 案。 1 二、其他说明 公司回购股份的时间、回购股份数量、回购股份价格及集中竞价交易的委托 时间段均符合《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指 引第 9 号——回购股份》等相关规定及公司回购股份的方案。 兆讯传媒广告股份有限公司 关于股份回购进展的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 兆讯传媒广告股份有限公司（以下简称"公司"）于 2025 年 5 月 19 日召 开第五届董事会第十五次会议，审议通过《关于以集中竞价交易方式回购公司股 份的议案》，同意公司使用自有资金以集中竞价交易方式回 ...

Group 1 - The company, Zhao Xun Media, announced on January 5 that it has repurchased approximately 6.17 million shares, accounting for 1.52% of its total share capital, through a dedicated repurchase account via centralized bidding [1] - The highest transaction price for the repurchased shares was 12.14 yuan per share, while the lowest was 10.51 yuan per share, with a total transaction amount of approximately 70 million yuan [1] Group 2 - The iMoutai App saw a surge in popularity, reaching the top of the Apple shopping chart, with 100,000 users placing orders for the limited edition Moutai priced at 1499 yuan, which sold out quickly [1] - Distributors are offering the same price as a promotional gesture, with 1,000 boxes selling out rapidly [1]

元旦跨年出行热潮中，保暖内衣早已从冬日刚需升级为兼具实用与美感的出行必备单品。2025 年中国 纺织工业联合会数据显示，保暖内衣市场规模已达 892 亿元，同比增长 6.8%，其中功能性产品占比超 45%，成为行业核心增长引擎。这一增长背后，北方持续严寒与南方湿冷天气常态化，直接催生了元旦 出行的即时性保暖需求。展望 2026 年，艾媒咨询精准预测，行业规模将突破 1000 亿元大关，达到 1035 亿元，智能温控、抗菌环保等高端产品增速将达 30% 以上，成为市场增长主力。2026 年元旦假 期，全国铁路预计发送旅客超 1200 万人次，中短途探亲、跨年出游仍是主流出行选择，保暖装备成为 旅客行囊必备，其中下沉市场与南方地区需求增速显著领先全国。 元月启新，寒意渐浓，浪莎带来的不仅是肌肤的暖意，更有 2026 年元旦出行的团圆期盼与新年欢悦。 浪莎保暖内衣与"中国高铁传媒第一股"兆讯传媒携手，打造覆盖多城市、多站台的"2026 元旦暖程"品 牌传播矩阵。兆讯传媒已构建覆盖全国 30 个省份的高铁数字媒体网络，年触达客流量超 20 亿人次，精 准对接 2026 年元旦超 1200 万人次的铁路出行高峰。 兆讯 ...

Summary of Key Points from the Conference Call Industry Overview - The food and beverage industry is experiencing systemic opportunities driven by policies aimed at expanding domestic demand and increasing residents' income levels, which are expected to enhance consumption capabilities [1][2] - The liquor industry is undergoing a deep adjustment, with expectations of entering an EPS killing phase by 2025, while high-end liquor brands like Moutai and Lao Jiao are recommended for investment [1][4] - The dairy industry has completed supply-demand adjustments, with anticipated increases in demand for milk powder and liquid milk due to fertility and income policies, highlighting companies like Yili and New Dairy as potential recovery opportunities [1][5] - The snack food sector is benefiting from the "lipstick effect," new channels, and health trends, with recommendations for companies such as Salted Fish, Wei Long, Wan Chen Food, and Qiaqia Food [1][6] - The beverage sector is seeing a clear trend towards health, with non-traditional channels gaining market share, making high-growth companies like Dongpeng Beverage noteworthy [1][7] Key Insights and Arguments - The central economic work conference in 2026 will prioritize expanding domestic demand, which is expected to lead to a series of policies stimulating consumption, positively impacting the food and beverage industry [2] - The food and beverage sector has faced significant changes in volume, price, and channel structure over the past six years, with varying performances across sub-sectors [3] - The liquor sector is expected to see marginal improvements in 2026, driven by policies aimed at boosting business and government consumption [4] - The dairy sector is projected to enter a recovery phase, with increased demand anticipated due to supportive policies [5] - The snack food market is expected to gradually recover, supported by rising incomes and new retail channels [6] Additional Important Content - Cost fluctuations are a significant factor affecting the performance of consumer goods companies, with some agricultural product costs declining, providing investment opportunities [9] - The planting area for sunflower seeds is expected to recover, leading to a projected 10% decrease in the cost of sunflower seeds, which will positively impact Qiaqia Food's gross margin [10][11] - The konjac market is facing supply-demand imbalances, with high prices expected to ease in 2026, alleviating cost pressures for companies like Wei Long and Salted Fish [12] - The sugar molasses market is currently at low prices, providing strong support for Angel Yeast's profitability [13] - Innovative companies are leveraging product and channel innovations to drive growth, with notable examples including Nongfu Spring and Uni-President [14] - Efficient supply chain management is crucial for companies, with Dongpeng Beverage demonstrating strong performance in this area [15] Future Outlook - Dongpeng Beverage is expected to achieve double-digit growth in 2026 through strategic measures and product innovations [16] - Wan Chen is enhancing store quality and accelerating store openings, which is expected to improve profitability in the snack food sector [17][18] - Hai Tian Flavoring has implemented efficiency improvements under new management, resulting in revenue and profit growth exceeding industry averages [19] - The restaurant industry is expected to see a mild recovery, with companies like Yihai International and Tianhe Flavoring showing potential for improvement [20][21] - In the liquor sector, companies like Yanghe and Budweiser are expected to benefit from product and channel improvements, leading to potential breakthroughs in performance [22][23][25] - Gan Yuan Food is focusing on expanding e-commerce and high-end membership stores, with a stable development outlook [26][27] - Overall, companies in the food and beverage sector are expected to experience gradual recovery and growth, making them worthy of investor attention [28]

证券日报网讯12月22日，兆讯传媒（301102）在互动平台回答投资者提问时表示，12月20日的股东人数 是13559户。 ...

（文章来源：证券日报） 证券日报网讯 12月11日，兆讯传媒在互动平台回答投资者提问时表示，12月10日的股东人数是13716 户。 ...

Investment Rating - The report maintains a "Recommendation" rating for the media industry, expecting the industry index to outperform the benchmark index by over 5% in the next 3-6 months [2][40]. Core Views - The media sector is anticipated to experience a rebound, particularly in gaming and AI applications, with significant growth potential in these areas. The report emphasizes the importance of both sharpness and allocation in the current market environment [3][6]. - The gaming market is highlighted as entering a favorable valuation zone, with specific companies like Giant Network and Century Huatong recommended for investment [6][16]. - The film market is recovering, with the total box office reaching approximately 437.06 billion yuan, which is about 78% of the 2019 level, indicating a strong recovery trajectory [19][20]. Market Performance Review - The media sector index fell by 3.86% last week, underperforming the CSI 300 index, which rose by 1.28%, resulting in a relative underperformance of 5.14% [9][10]. - The total market capitalization of the media sector is approximately 19,595.28 billion yuan, with a circulating market value of 17,850.96 billion yuan [3]. Gaming Market Insights - Tencent's products dominate the iOS gaming market, with titles like "Peace Elite" and "Love and Deep Space" performing strongly [16]. - Upcoming game releases include "Rust" and "PUBG: BLACK BUDGET," which are expected to generate significant interest [18]. Film Market Overview - The film "Zootopia 2" has achieved a box office of nearly 23 billion yuan within six days, with projections suggesting it could help the total annual box office exceed 500 billion yuan [27]. - The total box office for the year has reached 437.06 billion yuan, with a recovery rate of approximately 78% compared to 2019 [19][22]. Important News and Company Announcements - The establishment of the first micro-short drama export base in Shanghai marks a significant development in the media industry [27]. - Tencent's Magic Cube Studio celebrated its 15th anniversary, announcing major updates for several IP titles, indicating ongoing innovation in the gaming sector [28].

证券日报网讯12月1日，兆讯传媒（301102）在互动平台回答投资者提问时表示，11月30日的股东人数 是14357户。 ...

鉴于公司 2024 年年度权益分派方案的实施，根据相关规定，公司自权益分 派除权除息之日即 2025 年 6 月 18 日起，相应调整回购股份价格上限，回购股 份价格上限由不超过 14.80 元/股（含）调整为不超过 14.78 元/股（含）。具体 内容详见公司刊登于巨潮资讯网的《关于 2024 年度权益分派实施后调整回购股 份价格上限的公告》（公告编号：2025-022）。 根据《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》等相关 规定，回购期间，公司应当在每个月的前三个交易日内披露截至上月末的回购进 展情况。现将回购公司股份进展情况公告如下： 一、股份回购进展情况 证券代码：301102 证券简称：兆讯传媒 公告编号：2025-047 兆讯传媒广告股份有限公司 关于股份回购进展的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 兆讯传媒广告股份有限公司（以下简称"公司"）于 2025 年 5 月 19 日召 开第五届董事会第十五次会议，审议通过《关于以集中竞价交易方式回购公司股 份的议案》，同意公司使用自有资金以集中竞价交易方式回购公司股 ...