1月6日，欧派家居发布变更募投项目投资方向项目公告，原募投项目欧派家居智能制造(武汉)项目剩余资金将用于投资新项目。 | | | | | | 变更前募投项目 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 募 | 集 | | | 实 | | | | 截至 2025 年 | | 资 | 金 | 项目名 | 实施 | 施 | 项目总投资 | 募集资金承 | 拟投入募集 | 11 月已投入 | | 发 行 | | 称 | 主体 | ਮੋ | 额 | 诺投资总额 | 资金总额 | 金额 | | 名称 | | | | 点 | | | | | | 2022 | | | | | | | | | | 生 | 公 | 欧派家 | 武汉 | 武 | | | | | | 司 | 公 | 居智能 | 欧 派 | 汉 | | | | | | チ | 发 | 制 造 | 智能 | 市 | | | | | | 行 | 可 | （ 武 | 家居 | 蔡 | 250,000.00 | 200,000.00 | 199,500.00 | 170.814.50 | ...

MACD金叉信号形成，这些股涨势不错！ MACD金叉信号形成，这些股涨势不错！ 近日，由金融界主办的第十四届"金智奖"评选结果揭晓，长城证券荣获2025金融界"金智奖"新媒体生态融合奖。 近日，由金融界主办的第十四届"金智奖"评选结果揭晓，长城证券荣获2025金融界"金智奖"新媒体生态融合奖。 "金智奖"旨在树立高质量发展标杆，引导上市公司聚焦主业、持续创新、践行社会责任，推动资本向优质企业集聚。本届评选中，金融界上市公司研究院 紧密契合"十五五"规划建议中"提升上市公司质量"的要求，最终覆盖A股、港股及中概股超8000家企业，评选出近200家获奖企业。 2026年，"十五五"序幕即将正式拉开，伴随互联网、AI与大数据的迅速发展，新媒体运营在金融行业中催生了新一轮的运营模式变革。 长城证券新媒体业务较早开启布局，2023年完成了公司新媒体账号矩阵的初步搭建；2024年公司新媒体账号矩阵初具形态，新媒体运营初具规模。2025 年"十四五"收官之际，公司新媒体业务也迎来了由前期基础建设向后续精细化运营转型的关键年。长城证券在新媒体账号矩阵、运营模式、直播系统建设 等基础设施建设基本完成的基础上，持续产出"效率+深 ...

Core Insights - The "Shenzhen State-owned Enterprises New Media Information Release Observation List" was launched to evaluate the information dissemination of state-owned enterprises and listed companies in Shenzhen, focusing on reading volume as a key indicator of influence [3] - The November 2025 observation list includes 54 accounts, comprising 31 primary accounts of Shenzhen state-owned enterprises and 23 accounts of listed companies controlled or invested by Shenzhen state-owned assets [3] Group 1: Activity and Engagement - In November, the activity level of primary accounts significantly increased, with over 70% of accounts publishing more articles compared to the previous month [4] - Shenzhen Bus Group led with 80 articles published, an increase of 19 articles, followed by Deep Trading and Special Development Group, which increased by 19 and 16 articles respectively [4][5] - Conversely, some accounts, such as Deep Agricultural Investment, saw a decrease of 11 articles [4] Group 2: Reading Volume - Shenzhen Metro maintained the highest reading volume at 474,000+, despite a significant drop of 394,000+ from the previous month [6] - Guoxin Securities experienced a reading volume increase of 13,804, reaching 171,000+, while Shenzhen Eastern Bus ranked third with 105,000+ [6] - Nearly half of the accounts saw a decline in reading volume, with notable decreases from Shenzhen Metro, Shenzhen Energy, and Shenzhen Airport [6] Group 3: Likes and Recommendations - Shenzhen Metro, Shenzhen Bus Group, and Guoxin Securities ranked highest in likes, receiving 4,543, 2,119, and 1,085 likes respectively [7] - In terms of recommendations, Shenzhen Metro led with 1,577, followed by Shenzhen Bus Group with 1,435 [8] - Several accounts, including Shenzhen Duty-Free and Special Development Group, received very low engagement, with some accounts having zero likes or recommendations [7][8] Group 4: Listed Companies Performance - Among the 23 listed company accounts, over half experienced a decline in article output, with more than 30% reaching a low in activity [21] - Special Information topped the list with 24 articles published, an increase of 16, while China Ping An and Shenzhen Airlines saw significant drops in reading volume [22][23] - China Ping An and Shenzhen Airlines had the highest likes, but both experienced substantial declines in reading volume, indicating a potential challenge in maintaining engagement [24][26]

Core Insights - The "Shenzhen State-owned Enterprises New Media Information Release Observation List" was launched to evaluate the information dissemination of Shenzhen's state-owned enterprises and listed companies, focusing on reading volume as a key indicator of account influence [2] - In October, over 60% of the primary accounts of state-owned enterprises experienced a decline in article output, indicating a significant overall drop in activity [2][3] - The top three accounts by article output were Shenzhen Metro, Shenzhen Bus Group, and Shenzhen Energy, while some accounts like Special Zone Construction Group and Shenzhen Duty-Free had very low output [2][3] Article Output Analysis - In October, the article output of state-owned enterprise accounts shrank, with Shenzhen Metro leading with 62 articles, followed by Shenzhen Bus Group with 61 articles, and Shenzhen Energy with 58 articles [3] - Notably, Shenzhen Airport's output decreased by 17 articles, and several other accounts also reported negative growth [2][3] Reading Volume Insights - The reading volume for state-owned enterprise accounts showed an overall decline, with 27 out of 31 accounts experiencing a drop compared to the previous months [3][4] - Shenzhen Metro had the highest reading volume at over 868,000, but it still saw a decrease of over 43,000 from the previous period [4][5] Engagement Metrics - The top three accounts in terms of likes were Shenzhen Metro, Shenzhen Bus Group, and Guoxin Securities, with likes totaling 5,855, 2,135, and 1,913 respectively [6] - In terms of recommendations, Shenzhen Metro led with 1,755, followed by Shenzhen Bus Group with 1,291 [7] Content Strategy and Trends - Successful accounts demonstrated strong content planning capabilities, transitioning from merely releasing information to producing engaging content with clear themes and series [8] - Some accounts maintained a stable update frequency, which positively influenced their reading volumes, while others exhibited more volatility in their output [9][12] Listed Companies Performance - Among the listed companies, 12 out of 23 accounts saw a decrease in article output, with many accounts posting only a few articles [13] - China Ping An, Shenzhen Airlines, and China International Marine Containers led in reading volume, with significant increases noted for China Ping An and Shenzhen Airlines [15][16] High-Profile Events - The announcement regarding the investigation of a high-profile executive at Dasin Intelligent garnered significant attention, highlighting the public's interest in corporate governance issues [18]

Core Viewpoint - Qianjiang Motorcycle is actively expanding its sales channels through online live streaming and leveraging offline channels for delivery and service, while also enhancing its international presence through exhibitions, events, and new media [1] Group 1: Domestic Market Strategy - The company is promoting online live streaming to acquire leads and orders, while relying on offline channels for delivery and service [1] - There is a shift in focus from product-oriented thinking to user-oriented thinking in the new media operation system [1] Group 2: International Market Strategy - Qianjiang Motorcycle aims to expand its influence in international markets through exhibitions, events, and new media [1] - The company is looking to find and establish advantageous agents to quickly open up channels abroad [1] Group 3: User Engagement and Operations - The company is building a data-driven content creation and operation system to enhance user engagement [1] - There is an emphasis on deepening the user base among high-displacement recreational users by providing differentiated value-added services [1] - The goal is to create a closed loop from user touchpoints to conversion [1]

Core Viewpoint - The company reported Q3 2025 earnings that exceeded market expectations, with significant growth in revenue and net profit [1] Financial Performance - Q3 2025 revenue reached 77.6 billion (+10%), with net profit attributable to shareholders at 5.3 billion (+13%) and non-recurring net profit at 5.2 billion (+15%) [1] - For the first three quarters of 2025, total revenue was 234.1 billion (+10%), net profit attributable to shareholders was 17.4 billion (+15%), and non-recurring net profit was 16.9 billion (+15%) [2] Sales Performance - Domestic sales in Q3 increased by 11%, outperforming Q2, driven by a successful product strategy and new media operations, particularly in air conditioning [3] - The air conditioning segment saw a 30% increase in sales, supported by a low base effect, market share expansion, channel reforms, and successful product strategies [4] - Overseas sales grew by 8%, with North America maintaining a flat trend and Europe showing similar growth to the first half of the year [4] Profitability - The contribution of the Casarte brand significantly boosted profits, with a net profit margin of 18% (+1-2 percentage points) [5] - Operating profit margin remained stable at 7.03%, with domestic sales performing better than overseas [5] Investment Outlook - The company anticipates continued revenue growth in Q4 2024, driven by new media operations, product strategies, and digital inventory management [6] - Adjusted full-year forecasts for 2025 and 2026 predict revenue growth of 7% and profits of 14% for 2025, and 7% and 11% for 2026, respectively [6]

Core Insights - The overall performance of Shenzhen state-owned enterprises' new media accounts has declined in August, with significant drops in both article output and reading volume compared to July [2][20] - The "Shenzhen State-owned Enterprises New Media Information Release Observation List" evaluates 54 accounts, including 31 primary accounts of state-owned enterprises and 23 listed companies [1][20] Group 1: New Media Performance - In August, 21 out of 31 primary accounts saw a decrease in article output, with notable reductions from Shenzhen Stock Exchange, Shenzhen Anju, and others [2][3] - Reading volume for 21 accounts also declined, with some experiencing drops of over 50%, while the Special Zone Construction Group saw a significant increase of 16,610 in reading volume [2][3] - The top three accounts by article output were Shenzhen Bus Group (71 articles), Shenzhen Energy (64 articles), and Shenzhen Metro (63 articles, with a slight increase of 1 article) [3][4] Group 2: Reading Volume and Engagement - The top three accounts by reading volume were Shenzhen Metro (361,000+), Guoxin Securities (135,000+), and Shenzhen Eastern Bus (133,000+), while some accounts had reading volumes below 1,000 [4][5] - The total number of likes was highest for Shenzhen Metro (4,079), followed by Shenzhen Bus Group (2,881) and Shenzhen Gas (1,957) [6][7] - Recommendation volume was led by Shenzhen Bus Group (1,882), Shenzhen Metro (1,252), and Shenzhen Eastern Bus (513), indicating a positive reception of their content [8][9] Group 3: Listed Companies Performance - Among the 23 listed company accounts, 14 experienced declines in reading volume and article output, indicating instability in content planning [11][20] - Shenzhen Airlines, CIMC, and China Ping An led in reading volume with 110,000+, 50,913, and 43,212 respectively, but many accounts saw significant drops [14][15] - The article output for Shenzhen Airlines was 24, while CIMC maintained a steady output, benefiting from a recent event that boosted its reading volume [14][19] Group 4: Overall Trends and Recommendations - The overall data from August indicates a disparity in performance, with top accounts maintaining strong output and engagement, while lower-tier accounts struggle [20] - Recommendations for improvement include data review, strategy adjustments, content quality enhancement, and better rhythm control to foster a more balanced development across all accounts [20]

Core Insights - The article emphasizes that companies should not solely focus on follower counts and view metrics in new media operations, but rather align their strategies with actual business needs and conversion rates [1][3][4] New Media Operation Goals - Many business owners misunderstand new media operations by overly concentrating on superficial metrics like follower numbers and view counts [3] - The focus should shift from merely measuring exposure to evaluating how many customers or transactions are generated [4] Business-Oriented Operational Strategies - New media operations should be guided by business outcomes rather than just exposure data [4] - Companies need to reassess their content strategies to ensure alignment with actual business objectives [4] - There is a need to abandon the blind pursuit of follower counts and view metrics in favor of understanding the conversion value behind the traffic [4][5] Practical Considerations - Companies should consider whether the core goal is to acquire traffic or to achieve business conversions [5] - A focus on numerical growth without regard for actual commercial value can lead to resource waste and strategic misalignment [5]

Core Insights - The "Shenzhen State-owned Enterprises New Media Information Release Observation List" was launched to evaluate the information dissemination of state-owned enterprises and listed companies in Shenzhen, focusing on reading volume as a key indicator of influence [1] - The May 2025 report shows a slight decline in reading volume for state-owned enterprise accounts, while overall activity remains stable [2][4] - The top three accounts by article volume are Shenzhen Bus Group (90), Special Development Group (72), and Shenzhen Eastern Bus (67) [2][3] Group 1: Article Volume and Performance - The total number of articles published by state-owned enterprise accounts increased in May compared to April, with Shenzhen Bus Group leading with 90 articles [2][3] - The reading volume for the top three accounts includes Shenzhen Metro (42.2W+), Shenzhen Eastern Bus (17.2W+), and Shenzhen Gas (11.4W+) [5][6] - Special Development Group saw a significant increase in article volume, nearly doubling its output [2] Group 2: Engagement Metrics - The top three accounts by likes are Shenzhen Metro (2492), Shenzhen Bus Group (2112), and Shenzhen Eastern Bus (650) [7] - In terms of recommendations, Shenzhen Bus Group leads with 1407, followed by Shenzhen Metro (1020) and Shenzhen Eastern Bus (411) [9] - Despite lower article output, Guoxin Securities maintains a strong reading volume, indicating high content appeal [4][5] Group 3: Content Strategy and User Engagement - Shenzhen Metro's content strategy focuses on timely information, event-driven campaigns, and user-centric topics, achieving high engagement during key holidays [10][11] - Shenzhen Eastern Bus employs a modular content approach, emphasizing heartwarming stories and internal communications, but lacks strong user interaction [15] - Shenzhen Gas focuses on providing evergreen content related to gas safety and services, resulting in high repeat engagement [18] Group 4: Company-Specific Insights - Shenzhen State-owned Enterprises listed companies show a notable increase in article output, with Deep Special Power and Special Development Information leading the way [21] - The overall performance of state-owned enterprise accounts indicates a competitive landscape, with top accounts maintaining strong positions in terms of content dissemination and user engagement [21]

Group 1 - The article announces an internship recruitment for Salt Finance, a professional financial media under Southern Wind Window, focusing on business reporting [4] - The recruitment seeks candidates for the position of financial intern reporters, with responsibilities including deep reporting on financial topics, industry observations, and podcast content planning [5][6] - Candidates are expected to have a strong interest in financial reporting, good communication skills, and preferably experience in content creation, with a preference for students in economics or journalism [7] Group 2 - Interns will gain hands-on experience in news production, opportunities to interact with industry experts, and receive a certificate from a leading media platform [8] - The internship offers benefits such as free lunch during offline work and the chance to publish articles under their name on Salt Finance and Southern Wind Window [8]