Group 1 - The core viewpoint of the collaboration between Ele.me and East China Normal University is to cultivate interdisciplinary talents by launching a digital marketing laboratory that leverages AI technology for market insights and public opinion analysis [1][3]. - The partnership aims to combine academic resources and industry expertise, creating a practical platform for students in communication and journalism to apply their knowledge in real-world scenarios [3][4]. - Ele.me's initiative includes a systematic training program for students, enhancing their career prospects while establishing a talent base for AI applications in digital marketing and public opinion analysis [3][5]. Group 2 - The collaboration will focus on fine-tuning algorithms through extensive data annotation, improving the accuracy and responsiveness of public opinion analysis, and providing data support for industry decision-making [3]. - Ele.me's market public relations director highlighted the innovative potential of university students, emphasizing the importance of this partnership in addressing practical marketing challenges for platform merchants [3]. - The involvement of industry experts as external mentors will facilitate a reciprocal learning experience between Ele.me and the students, fostering a deeper understanding of industry practices [5].

Core Insights - The advertising industry is undergoing significant transformation due to digitization, with data-driven decision-making replacing traditional experience-led marketing approaches [2][3] - There is a notable imbalance in the advertising ecosystem, where platforms like Douyin and Xiaohongshu hold significant advantages in data and automation, while advertisers and marketing service providers lag behind [6][19] - The integration of AI into digital marketing is essential for overcoming current challenges and achieving a shift towards intelligent and precise marketing models [7][24] Industry Trends - The Chinese advertising market reached a revenue of 13,120.7 billion yuan in 2023, with digital marketing accounting for approximately 80% of this market [8][9] - Content marketing is a growing segment, with a market size of 4,000 billion yuan, and AIGC content marketing is projected to grow from 5 billion yuan in 2023 to 1000 billion yuan by 2030 [8][9] - Despite the large scale of the digital marketing market, overall growth rates have slowed, while content marketing continues to show strong growth [8][9] Digital Infrastructure - Leading platforms have established robust digital infrastructures, leveraging vast data resources and advanced algorithms to create efficient marketing ecosystems [15][18] - In contrast, many smaller agencies and brands struggle with digital transformation due to limited technical capabilities and reliance on traditional marketing methods [20][21] - The disparity in digital capabilities between leading platforms and smaller players highlights the need for enhanced digital infrastructure across the industry [19][22] AI Application in Advertising - AI is gradually expanding its influence in the advertising sector, primarily in data analysis, targeted advertising, and personalized marketing [23][24] - Current AI applications are often limited to specific tasks within the marketing process, lacking comprehensive integration across all stages [23][24] - There is significant potential for AI to enhance productivity and efficiency in digital marketing, necessitating exploration of its deeper integration [24] Proposed Solutions - The paper advocates for a new marketing paradigm that combines "data + AI" to empower all aspects of digital marketing [24][25] - Establishing a solid digital infrastructure is crucial for providing the necessary data for AI models to function effectively [27][28] - A unified "technology-product-business" framework is essential for supporting digital marketing processes, ensuring flexibility and adaptability to various business scenarios [29][30] Value of "Data + AI" Integration - The integration of "data + AI" offers new resources and productivity for brand marketing, enhancing the efficiency of resource allocation and decision-making [44][45] - This model allows brands to meet diverse consumer needs through personalized marketing strategies, improving customer satisfaction and loyalty [46] - The approach also mitigates systemic risks associated with high employee turnover in the advertising industry by digitizing and analyzing project experiences and client data [47]

Core Viewpoint - Yisou Technology (02550) anticipates significant revenue and profit growth for the six months ending June 30, 2025, driven by increased digital reading and advertising demand [1] Revenue Summary - The company expects revenue for the six months ending June 30, 2025, to be approximately RMB 375 million to RMB 385 million, representing an increase of about 35% to 39% compared to RMB 278 million for the same period in 2024 [1] - The growth in revenue is attributed to the strategy of promoting free reading for users, which has led to an increase in digital reading advertisements and services [1] Profit Summary - The anticipated net profit for the six months ending June 30, 2025, is expected to be around RMB 9.8 million to RMB 10.5 million, marking an increase of approximately 188% to 208% from RMB 3.4 million for the same period in 2024 [1] - The increase in net profit is primarily due to the growth in business scale and revenue [1] Market Reaction - Following the earnings forecast announcement, Yisou Technology's stock opened over 6% higher, reaching a price of HKD 5.34, with a trading volume of HKD 6.3546 million [1]

Core Viewpoint - Yisou Technology (02550) expects to achieve revenue of approximately RMB 375 million to RMB 385 million for the six months ending June 30, 2025, representing an increase of about 35% to 39% compared to RMB 278 million for the six months ending June 30, 2024. The net profit is projected to be around RMB 9.8 million to RMB 10.5 million, a significant increase of approximately 188% to 208% from RMB 3.4 million for the same period in 2024 [1] Revenue Growth - The increase in revenue is primarily attributed to the company's strategy of promoting free reading for users, which has led to an increase in digital reading advertisements on its platform, thereby boosting revenue from digital reading platform services [1] - Additionally, the growth in advertising demand from clients has expanded the company's digital marketing services, contributing to the rise in revenue from these services [1] Profit Growth - The increase in net profit is mainly due to the growth in the company's business scale and revenue [1]

Core Viewpoint - Guizhou Moutai Co., Ltd. reported a significant increase in revenue and profit for the first half of 2025, indicating strong business performance despite a slight decrease in total assets compared to the previous year [1]. Financial Performance - Total assets at the end of the reporting period amounted to ¥292.26 billion, a decrease of 2.24% from the previous year [1]. - Operating revenue reached ¥89.39 billion, reflecting a year-on-year increase of 9.10% [1]. - Total profit was ¥62.78 billion, up by 9.03% compared to the same period last year [1]. - Net profit attributable to shareholders was ¥45.39 billion, marking an increase of 8.93% year-on-year [1]. - The net profit after deducting non-recurring gains and losses was also reported, although specific figures were not provided [1]. Business Operations - The company achieved a tax-excluded revenue of ¥10.76 million through its "i Moutai" digital marketing platform during the reporting period [1]. - The number of domestic distributors increased by 160, totaling 2,280, while the number of foreign distributors rose by 11, reaching 115 [1]. - The report indicates that all new domestic distributors were for series liquor [1]. Shareholder Information - As of the end of the reporting period, the total number of shareholders was 220,658 [1]. - The major shareholders include China Guizhou Moutai Distillery (Group) Co., Ltd., which holds a significant stake [2].

证券代码：301380 证券简称：挖金客 公告编号：2025-044 北京挖金客信息科技股份有限公司 关于部分募投项目结项并将节余募集资金用于其他募投项目、 调整募投项目内部投资结构及募投项目延期的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 北京挖金客信息科技股份有限公司（以下简称"公司"）于2025年8月12日 分别召开了第四届董事会第二次会议和第四届监事会第二次会议，审议通过了 《关于部分募投项目结项并将节余募集资金用于其他募投项目、调整募投项目内 部投资结构及募投项目延期的议案》。现将具体情况公告如下： 一、基本情况 经中国证券监督管理委员会《关于同意北京挖金客信息科技股份有限公司首 次公开发行股票注册的批复》（证监许可[2022]2004号文）核准，公司于2022年 应募集资金总额为人民币59,126.00万元，根据有关规定扣除发行费用7,417.75万 元后，实际募集资金金额为51,708.25万元。该募集资金已于2022年10月到账。上 述资金到账情况业经容诚会计师事务所（特殊普通合伙）容诚验字 [2022]100Z0025号《验资报告》 ...

东吴证券股份有限公司 关于北京挖金客信息科技股份有限公司 部分募投项目结项并将节余募集资金用于其他募投项目、 调整募投项目内部投资结构及募投项目延期 的核查意见 东吴证券股份有限公司（以下简称"东吴证券"、"保荐机构"）作为北京挖 金客信息科技股份有限公司（以下简称"挖金客"、 "公司"）2023 年度以简易程 序向特定对象发行股份并上市的保荐机构，根据《证券发行上市保荐业务管理办 法》《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运 作》等相关法律、法规及规范性文件，对挖金客部分募集资金投资项目（以下简 称"募投项目"）结项并将节余募集资金用于其他募投项目、调整募投项目内部 投资结构及募投项目延期事项进行了审慎核查，具体情况如下： 一、募集资金概述 根据中国证券监督管理委员会出具的《关于同意北京挖金客信息科技股份有 限公司首次公开发行股票注册的批复》（证监许可[2022]2004 号），公司于 2022 年 10 月向社会公开发行人民币普通股（A 股）1,700.00 万股，发行价格为每股 人民币 34.78 元，应募集资金总额为人民币 59,126.00 万元，根据有关规定扣除 发行 ...

Group 1 - The company reported a revenue of HKD 21.169 billion for the six months ending June 30, 2025, representing a year-on-year increase of 9.76% [1] - The profit attributable to the company's owners for the period was HKD 1.81 billion, reflecting a year-on-year increase of 10.16% [1] - Earnings per share for the company stood at HKD 0.0705 [1] Group 2 - The company faced challenges from an unfavorable operating environment and changes in industry dynamics during the first half of the year [1] - The company is committed to the operational principle of "creating ecological value and high-quality growth partners," focusing on steady development through intelligent distribution services [1] - The company is transitioning from a link-based thinking approach to an ecological thinking approach, utilizing digital intelligence technology to enhance its capabilities in intelligent distribution services and professional services [1] Group 3 - The company has deepened collaboration with ecological partners in strategic areas such as cloud applications, the metaverse, security, low-altitude economy, and digital marketing [1] - The company aims to cultivate new advantages through these strategic initiatives [1]

Core Insights - The Chinese internet advertising market is experiencing steady growth, with a revenue increase of 12.4% in 2023, reaching 1,131.7 billion yuan [1][21][22] - E-commerce and short video platforms are the most favored media types by advertisers, contributing significantly to market revenue [21][25] - The rise of AIGC technology is expected to drive new developments in digital marketing, with micro-short dramas emerging as a new content format [1][28][32] Group 1: Market Overview - The internet advertising market in China is expanding, with a market size of 1,131.7 billion yuan in 2023, reflecting a 12.4% growth compared to 2022 [21][22] - E-commerce platforms hold a market share of 36.3%, while short video platforms account for 26.5%, indicating their dominance in the advertising space [25] - The macroeconomic recovery and advancements in AI technologies are revitalizing the advertising industry, leading to increased marketing investments [22][28] Group 2: Consumer Behavior and Trends - Consumers are undergoing significant behavioral changes, driven by shifts in lifestyle, values, and social psychology, which are reshaping brand communication strategies [1][55] - The rise of rational consumption and emotional appeal coexists, with consumers actively seeking information and evaluating product quality and price [40][43] - The trend of "self-satisfaction consumption" is becoming dominant, with consumers prioritizing emotional value and personal fulfillment in their purchasing decisions [40][56] Group 3: Technological Impact - AIGC technology is revolutionizing digital marketing by enabling rapid generation of advertising materials and enhancing personalized marketing efforts [28][29] - The integration of AI in marketing processes is leading to more humanized and customized consumer experiences, increasing engagement and satisfaction [52][59] - The use of AI applications in marketing is gaining traction, with a significant percentage of consumers recognizing its effectiveness in aiding purchasing decisions [53][59] Group 4: Content and Marketing Strategies - Micro-short dramas are becoming a new traffic entry point, enriching content supply and expanding the market for brand marketing [32] - Scene-based marketing is emerging as a new solution for brands to stimulate consumer demand, moving beyond traditional marketing approaches [34] - Brands are increasingly focusing on emotional resonance and consumer engagement to build loyalty and trust in a competitive market [56][49]

Core Viewpoint - The company expects to achieve a profit of no less than RMB 6 million for the six months ending June 30, 2025, contrasting with a loss of approximately RMB 57.28 million for the same period in 2024, primarily due to changes in redeemable preference shares and listing expenses [1] Group 1: Financial Performance - The company anticipates a revenue decrease of approximately 15% to 18% for the six months ending June 30, 2025, compared to the same period in 2024 [1] - The gross profit for the six months ending June 30, 2025, is expected to decrease by about 8% to 12% compared to a gross profit of approximately RMB 184 million for the six months ending June 30, 2024 [1] Group 2: Revenue Decline Factors - The anticipated revenue decline is mainly due to a reduction in content service revenue, as some clients are shifting to direct marketing strategies, reducing their reliance on Real World Evidence (RWS) support services [2] - The decrease in value-added medical services revenue is attributed to the expiration of several sales agency agreements in 2025 and ongoing negotiations for new agreements, along with a proactive adjustment in service structure leading to reduced income from comprehensive healthcare service packages [2] - Digital marketing service revenue is also expected to decline due to economic downturns prompting clients to cut advertising and marketing expenditures [2]