OPG(SH:600637) Shang Hai Zheng Quan Bao·2025-09-19 19:17Core Viewpoint - The company participated in the 2025 Shanghai Listed Companies Collective Reception Day and mid-year performance briefing, focusing on its strategic direction and business developments in the cultural media sector [1][2]. Performance Briefing Details - The performance briefing was held on September 19, 2025, from 15:00 to 17:00 via the "Panorama Roadshow" website [1]. - Key executives, including the chairman and independent directors, engaged with investors to address their inquiries within the scope of information disclosure [1]. Investor Questions and Company Responses - The company aims to leverage its capital and industry platforms to enhance its investment logic, focusing on digitalization and cultural tourism sectors to optimize its asset utilization and profitability [2]. - The company does not hold direct equity in Manus and any indirect holdings would not significantly impact its overall revenue and profit [2]. - The company confirmed that it meets the "one province, one network" requirement as the sole cable TV operator in Shanghai [2]. - The company is in the process of filing for the Zhengzhou Airport Advanced Computing Phase I Venture Capital Fund and will disclose further details once agreements are finalized [3]. - The company is committed to digital transformation and enhancing its operational capabilities, focusing on AI and smart applications across its media and tourism businesses [5]. - The company is actively engaging with new media platforms like Douyin and TikTok to expand its digital content offerings [5]. - The controlling shareholder holds 46.69% of the company's shares, indicating a strong backing from state-owned enterprises [5]. - The company holds a 7.36% stake in Huanwei Digital and will disclose any IPO or reverse listing plans as they develop [5]. - The company is focusing on AI-driven innovations across various business segments, including smart broadcasting and retail, to create new growth drivers [5]. - The company reported a 0.3% increase in visitor numbers during the 2025 May Day holiday compared to 2024, and a 6.8% increase compared to 2019, indicating a recovery in its tourism business [5]. - The company is enhancing its digital capabilities and exploring new business models to counteract declines in traditional media revenue [5].