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粤开市场日报-20250925
Yuekai Securities· 2025-09-25 08:13
Market Overview - The A-share market showed mixed performance today, with the Shanghai Composite Index down by 0.01% closing at 3853.30 points, while the Shenzhen Component Index increased by 0.67% to 13445.90 points. The Sci-Tech 50 Index rose by 1.24% to 1474.49 points, and the ChiNext Index gained 1.58% to 3235.76 points. Overall, there were 3875 stocks that declined, 1474 that rose, and 80 that remained unchanged. The total trading volume in the Shanghai and Shenzhen markets was 23,711 billion yuan, an increase of 443.06 billion yuan compared to the previous trading day [1][2]. Industry Performance - Among the primary industries, sectors such as media, telecommunications, non-ferrous metals, electric equipment, computers, and pharmaceuticals showed notable gains. Conversely, textiles and apparel, comprehensive sectors, agriculture, household appliances, transportation, and real estate experienced significant declines [1][2]. Sector Highlights - The leading sectors in terms of growth included servers, semiconductor silicon wafers, copper industry, nuclear fusion, Kimi, internet celebrity economy, optical modules (CPO), optical communication, partnerships with Pinduoduo, superconductors, online games, AIPC, short drama games, rare metals selection, and DeepSeek [2].
引力传媒涨2.47%,成交额2574.69万元,主力资金净流出40.07万元
Xin Lang Zheng Quan· 2025-09-25 02:03
Company Overview - Gravity Media is located at Shimao Building, 12th Floor, 92 Jianguo Road, Chaoyang District, Beijing, established on August 10, 2005, and listed on May 27, 2015 [1] - The company primarily provides media agency services, data strategy and consulting, product placement advertising, internet public relations, and brand management, with digital marketing accounting for 98.45% of its revenue [1] Financial Performance - For the first half of 2025, Gravity Media achieved operating revenue of 4.542 billion yuan, representing a year-on-year growth of 53.84% [2] - The net profit attributable to the parent company was 15.9317 million yuan, a decrease of 10.76% year-on-year [2] - Since its A-share listing, the company has distributed a total of 23.5868 million yuan in dividends, with no dividends paid in the last three years [3] Stock Performance - As of September 25, Gravity Media's stock price increased by 2.47% to 17.00 yuan per share, with a total market capitalization of 4.577 billion yuan [1] - Year-to-date, the stock price has risen by 0.65%, with a slight increase of 0.06% over the last five trading days, but a decline of 4.39% over the last 20 days and 2.19% over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on January 27, where it recorded a net buy of -6.9856 million yuan [1] Shareholder Information - As of June 30, the number of shareholders for Gravity Media was 55,900, an increase of 0.81% from the previous period, with an average of 4,792 circulating shares per shareholder, a decrease of 0.81% [2] Industry Classification - Gravity Media belongs to the media industry, specifically in the advertising marketing sector, and is associated with concepts such as Hengqin New Area, short videos, internet celebrity economy, small-cap stocks, and e-commerce [2]
很突然,张雪峰账号被禁止关注,4个平台粉丝数已超4000万!本人最新回应→
Mei Ri Jing Ji Xin Wen· 2025-09-24 11:00
5172.7万 获赞 50 关注 2672.8万 粉丝 呂 张水华等 1 个你关注的人关注了他 每经编辑|何小桃 9月24日,张雪峰账号在微博、小红书、抖音和B站平台(以上四个平台合计粉丝超4000万)均被禁止关注。 张雪峰老师 v) 教育领域创作 1 该用户被禁止关注 十 关注 我是让学习变得更快乐得张雪峰老师,也是那个被耽误的神嘴段 子手! 官方直播号: @张雪峰讲升学规划! 凶 官方合作 MCN: 古麦嘉禾 IP:江苏 北京・朝阳 男・41岁 商品橱窗 C 14件好好物 | 17:44 4 | | :!!! 5G 100 | | | --- | --- | --- | --- | | 张雪峰老师 · | | | | | 教育博主 小红书号: 11618840712 | | | | | IP 属地: 江苏 1 | | | | | 峰学蔚来创始人 知名教育博主 研途考研 VIP名师 | | | | | 40 | | | | | 158.1万 215.6万 3 | | | | | 关注 粉丝 获赞与收藏 | 关注 | | 私信 | | ***** 查看详情 | | | | | ◎ 橱窗 | | | | | 逛 ...
张雪峰账号被禁止关注
YOUNG财经 漾财经· 2025-09-24 10:46
9月24日,记者搜索发现,张雪峰账号在微博、B站平台被禁止关注。 记者注意到,@张雪峰老师 微博账号最近一次发文是9月10日转发教师节祝福的。 资料图。本文来源:中国新闻周刊 张雪峰账号被禁止关注 此外,他还与合伙人注册成立了一家教育科技公司,主要从事考研培训等服务业务。 与此同时,他引发的争议依然不断。 2023年,张雪峰在公开场合表示:"文科都是服务业,什么是服务业?总结成一个字就是'舔', 就是'爷我给你笑一个'。" 这一言论引发轩然大波。有媒体评论称,一个指导学生和家长选专业的网红老师发表这种言 论,给年轻人带来的误导难以估量。 还有网友整理了张雪峰成名以来的众多"雷言雷语",表示:"他的很多观点看似'务实',其实是 非常功利主义的,比如不鼓励学生报考冷门专业和偏远地区的学校,理由是不好就业、收入 低、没有价值……难道在他看来,考生就没有超越物质层面的、更崇高和长远的理想信念及精 神追求吗?" 一位教育产业界的资深人士对记者表示:"张雪峰的经历,是中国网红经济发展过程中的一个典 型案例,折射出一些深层问题。 网红经济的本质是注意力经济,需要不断制造话题来维持热 度,但教育行业在很大程度上是公益的、严肃 ...
致欧科技跌0.54%,成交额6560.20万元,近3日主力净流入-1418.26万
Xin Lang Cai Jing· 2025-09-24 09:17
Core Viewpoint - The company, Zhiyou Technology, is experiencing a decline in stock price and trading volume, while its business model focuses on cross-border e-commerce and leveraging social media influencers for sales growth [1][4]. Group 1: Company Overview - Zhiyou Technology was established on January 8, 2010, and is located in Zhengzhou, Henan Province. It specializes in the research, design, and sales of its own brand home products [7]. - The company's main revenue source is cross-border e-commerce retail, accounting for 99.09% of total revenue, with other sources contributing 0.91% [7]. - As of June 30, 2025, the company reported a revenue of 4.044 billion yuan, representing a year-on-year growth of 8.68%, and a net profit of 190 million yuan, up 11.03% year-on-year [8]. Group 2: Business Model and Market Strategy - The company offers a range of outdoor products categorized into home furnishings, leisure, and sports, including items like rattan furniture sets, garden tables, and hammocks [2]. - Zhiyou Technology has established a differentiated cross-border e-commerce logistics system, including self-operated warehouses in Germany and the USA, enhancing operational efficiency and customer satisfaction [2][3]. - The company has engaged with social media influencers for marketing, including partnerships with influencers on platforms like Instagram and TikTok, although current sales contributions from these collaborations are minimal [2]. Group 3: Financial Performance and Shareholder Information - As of June 30, 2025, the number of shareholders increased by 26.05% to 11,300, while the average circulating shares per person decreased by 20.35% [8]. - The company has distributed a total of 321 million yuan in dividends since its A-share listing [8]. - The average trading cost of the stock is 19.46 yuan, with the stock price nearing a support level of 20.00 yuan, indicating potential volatility [6].
华金资本涨2.06%,成交额4210.63万元,主力资金净流出226.07万元
Xin Lang Cai Jing· 2025-09-24 02:37
Core Viewpoint - Huajin Capital's stock price has shown a year-to-date increase of 13.01%, despite recent declines in the short term, indicating potential volatility in the market [2]. Group 1: Stock Performance - As of September 24, Huajin Capital's stock price rose by 2.06% to 14.85 CNY per share, with a total market capitalization of 5.119 billion CNY [1]. - The stock has experienced a decline of 2.75% over the last five trading days and a 6.95% drop over the last 20 days, while showing a slight increase of 0.13% over the last 60 days [2]. Group 2: Financial Performance - For the first half of 2025, Huajin Capital reported a revenue of 234 million CNY, reflecting a year-on-year growth of 18.89%, and a net profit attributable to shareholders of 36.29 million CNY, which is a 21.00% increase compared to the previous year [3]. - Cumulative cash dividends since the company's A-share listing amount to 365 million CNY, with 63.77 million CNY distributed over the last three years [4]. Group 3: Shareholder and Ownership Structure - As of June 30, 2025, the number of shareholders decreased by 9.11% to 45,400, while the average circulating shares per person increased by 10.02% to 7,570 shares [3]. - Hong Kong Central Clearing Limited is the fourth largest circulating shareholder, holding 2.6616 million shares as a new shareholder [4]. Group 4: Business Overview - Huajin Capital, established on October 28, 1992, and listed on January 3, 1994, operates in various sectors including investment and management, electronic device manufacturing, water purification, and medical equipment [2]. - The company's main revenue sources are electronic device sales (41.99%), investment and management (33.88%), wastewater treatment (18.11%), and leasing of park carriers (4.14%) [2].
光线传媒涨2.03%,成交额7.23亿元,主力资金净流入1591.56万元
Xin Lang Cai Jing· 2025-09-23 03:04
Group 1 - The core viewpoint of the news highlights the recent performance and financial metrics of Light Media, indicating a significant increase in stock price and strong revenue growth [1][2] - As of September 23, Light Media's stock price rose by 2.03% to 19.08 CNY per share, with a total market capitalization of 55.973 billion CNY [1] - The company has seen a year-to-date stock price increase of 106.47%, although it experienced a slight decline of 0.63% over the last five trading days [1] Group 2 - For the first half of 2025, Light Media reported a revenue of 3.242 billion CNY, representing a year-on-year growth of 143.00%, and a net profit of 2.229 billion CNY, which is a 371.55% increase compared to the previous year [2] - The company's main business revenue composition is 95.67% from film and related derivative businesses, and 4.33% from agency and other services [1] - Light Media has distributed a total of 3.062 billion CNY in dividends since its A-share listing, with 934 million CNY distributed in the last three years [3] Group 3 - As of June 30, 2025, the number of shareholders for Light Media was 251,200, a decrease of 0.93% from the previous period, while the average circulating shares per person increased by 0.93% to 11,070 shares [2] - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 38.236 million shares, an increase of 6.046 million shares from the previous period [3] - Light Media operates within the media industry, specifically in film and animation production, and is associated with concepts such as internet celebrity economy and virtual digital humans [2]
千万粉丝网红“蓝战非”自曝年收入达九位数引热议
证券时报· 2025-09-22 07:24
据大河报,近日,千万粉丝博主"蓝战非"在直播中透露收入潜力及资产状况引发热议。他自称若全力 投入商业化运作,年收入可达九位数。 9月22日,话题 #蓝战非自曝收入 #登上微博热搜榜单 。 此外,大河报从天眼查了解到,"蓝战非"名下关联7家企业,仅2家为存续状态,其余5家企业已注销。 经营风险信息显示,今年7月,长沙蓝北文化传媒有限公司因未依照规定的期限公示年度报告,被长沙市 雨花区市场监督管理局列入经营异常名录。 据悉,"蓝战非",1992年8月17日出生于广东云浮罗定,曾为熊猫直播、斗鱼直播平台游戏主播。现为 游戏主播、旅游博主。 "蓝战非"曾是ACE战队队长,英雄联盟S1-S3国服王者,擅长中单。2014年退役后,于斗鱼开启直播。 2018年,"蓝战非"在熊猫TV《绝地求生》直播走红,订阅超200万,人气峰值达300万;7月,在抖音 首发的短视频《兄弟,鼻涕擦干净再和我开黑》获37.1万点赞(截至2025年1月16日)。2019年1月1 日,"蓝战非"转至斗鱼TV直播。 综合自: 九派新闻、大河报、封面新闻等 22日中午,"蓝战非"发文称:"好久没玩微博了,这句话我是很久之前讲的,现在空降热搜第一,我这都 ...
天下秀跌2.09%,成交额1.04亿元,主力资金净流出819.00万元
Xin Lang Zheng Quan· 2025-09-22 03:16
Company Overview - Tianxiaxiu Digital Technology Group Co., Ltd. is located in Chaoyang District, Beijing, and was established on November 28, 1993. The company was listed on August 7, 2001. Its main business involves providing new media marketing services [1]. - The revenue composition of Tianxiaxiu includes 97.52% from influencer marketing platform services and 2.48% from the innovative business segment of the influencer economy ecosystem [1]. Financial Performance - As of June 30, 2025, Tianxiaxiu reported a revenue of 1.844 billion yuan, a year-on-year decrease of 8.01%. The net profit attributable to shareholders was 36.38 million yuan, down 19.28% year-on-year [2]. - The company has cumulatively distributed 216 million yuan in dividends since its A-share listing, with 61.64 million yuan distributed over the past three years [3]. Stock Market Activity - On September 22, Tianxiaxiu's stock price fell by 2.09%, trading at 5.15 yuan per share, with a total market capitalization of 9.31 billion yuan [1]. - The stock has seen a decline of 0.79% year-to-date, with a 5.33% drop over the last five trading days and a 6.02% drop over the last 20 days. However, it has increased by 1.16% over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" four times this year, with the most recent appearance on January 22 [1]. Shareholder Information - As of June 30, 2025, the number of shareholders for Tianxiaxiu was 103,900, a decrease of 6.39% from the previous period. The average number of circulating shares per person increased by 6.83% to 17,395 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the seventh largest, holding 14.01 million shares, an increase of 288,200 shares from the previous period. The Southern CSI 1000 ETF is the eighth largest shareholder, holding 11.68 million shares as a new shareholder [3].
风语筑跌2.02%,成交额3134.75万元,主力资金净流出499.06万元
Xin Lang Cai Jing· 2025-09-22 02:14
风语筑所属申万行业为:传媒-数字媒体-其他数字媒体。所属概念板块包括:数据要素、网红经济、小 盘、3D建模、数字经济等。 截至6月30日,风语筑股东户数4.12万,较上期减少8.55%;人均流通股14437股,较上期增加9.35%。 2025年1月-6月,风语筑实现营业收入7.75亿元,同比增长33.97%;归母净利润1695.21万元,同比增长 112.62%。 分红方面,风语筑A股上市后累计派现7.44亿元。近三年,累计派现2.59亿元。 9月22日,风语筑盘中下跌2.02%,截至09:59,报9.68元/股,成交3134.75万元,换手率0.54%,总市值 57.58亿元。 资金流向方面,主力资金净流出499.06万元,特大单买入0.00元,占比0.00%,卖出161.46万元,占比 5.15%;大单买入363.20万元,占比11.59%,卖出700.80万元,占比22.36%。 风语筑今年以来股价涨6.14%,近5个交易日跌1.73%,近20日跌13.03%,近60日跌4.06%。 今年以来风语筑已经1次登上龙虎榜,最近一次登上龙虎榜为3月20日,当日龙虎榜净买入-8520.46万 元;买入总计644 ...