| | | 本报告期 | 上年同期 | 本报告期比上年同期增减 | | --- | --- | --- | --- | --- | | 营业收入(元) | | 1,896, 233, 455. 85 | 2, 977, 541, 831. 42 | -36. 32% | | 归属于上市公司股东的净利 | | -252,894,645,52 | -218, 775, 589. 22 | -15. 60% | | 润(元) | | | | | | (元) | 归属于上市公司股东的扣除 非经常性损益的净利润 | -254. 419. 893. 40 | -249, 577, 833. 82 | -1. 94% | | 经营活动产生的现金流量净 | | 31, 210, 716. 79 | 152. 262. 576. 28 | -79. 50% | | 额(元) | | | | | | 基本每股收益(元/股) | | -0. 2709 | -0. 2351 | -15. 23% | | 稀释每股收益(元/股) | | -0. 2709 | -0. 2351 | -15. 23% | | 加权平均净资产收益率 | | ...

8月25日晚，遥望科技发布2025年半年度业绩报告。报告期内，公司实现营业收入18.96亿元，同比下降 36.32%，主要是受市面竞品代理商竞争及关闭部分不盈利的IP及线下店铺共同影响所致；归属于上市公 司股东的净利润为-2.53亿元，同比下降15.60%。报告期内，公司亏损主要受阶段性摊销费用（如装修 租金等）、政府补助减少及所得税政策调整等多因素影响。 | Simple of Them . Septed Box . | | | | | --- | --- | --- | --- | | | 本报告期 | 上年同期 | 本报告期比上年同期增减 | | 营业收入(元) | 1.896, 233, 455, 85 | 2, 977, 541, 831. 42 | -36. 32% | | 归属于上市公司股东的净利 | -252, 894, 645, 52 | -218, 775, 589, 22 | -15.60% | | 润(元) | | | | | 归属于上市公司股东的扣除 非经常性损益的净利润 | -254, 419, 893, 40 | -249, 577, 833, 82 | -1.94% | | ( ...

（记者 曾健辉） 截至发稿，ST联合市值为30亿元。 每经头条（nbdtoutiao）——租下2.5万亩"试验田"，兽医学博士在非洲种粮：首季亩产250斤，打算扩至 10万亩，月薪1~2万元招人 每经AI快讯，ST联合（SH 600358，收盘价：6.01元）8月25日晚间发布公告称，公司2025年第九次董事 会临时会议于2025年8月25日在江西省南昌市东湖区福州路169号江旅产业大厦A座19层会议室以现场结 合通讯表决的方式召开。会议审议了《关于批准本次重组有关审计报告、备考审阅报告及资产评估报告 的议案》等文件。 2024年1至12月份，ST联合的营业收入构成为：互联网广告占比78.61%，电商业务占比13.92%，旅游饮 食服务业占比7.38%，其他业务占比0.09%。 ...

每经头条（nbdtoutiao）——A股成交连续8天破2万亿元，券商招聘也来了！行业巨头秋招"求才"，25个 岗位都有什么特点？ （记者 张喜威） 每经AI快讯，华扬联众（SH 603825，收盘价：12.12元）8月25日晚间发布公告称，公司第六届第十二 次董事会会议于2025年8月25日以通讯表决方式召开。会议审议了《关于公司2025年半年度报告及摘要 的议案》等文件。 2025年1至6月份，华扬联众的营业收入构成为：互联网广告服务占比99.94%，其他收入占比0.06%。 截至发稿，华扬联众市值为31亿元。 ...

本文源自：财华网 【财华社讯】截至发稿，兑吧(01753.HK)跌9.23%，报0.295港元。消息面上，该公司发业绩盈警，预期 录得2025年上半年的收入约3.5亿元(人民币,下同)，相比2024年上半年约为4.58亿元；经调整期內亏损不 高于约2500万元，相比2024年上半年经调整亏损约为1760万元；及2025年上半年的母公司拥有人应占亏 损不高于约2700万元，而2024年上半年母公司拥有人应占亏损约1910万元。上述变动主要由于在行业增 长持续不确定性的趋势下，广告客户的预算计划更加保守，互联网广告业务的规模再次缩减；及伴随销 售规模的缩减，导致公司盈利进一步下滑。 ...

上述变动主要乃由于以下原因：(i)在行业增长持续不确定性的趋势下，广告客户的预算计划更加保守， 互联网广告业务的规模再次缩减;及(ii)伴随销售规模的缩减，导致公司盈利进一步下滑。 兑吧(01753)发布公告，集团预期取得(i)2025年上半年的收入约人民币3.5亿元ii)经调整期内亏损不高于 约人民币2500万元;及(iii)2025年上半年的母公司拥有人应占亏损不高于约人民币2700万元。 ...

上述变动主要乃由于以下原因：(i)在行业增长持续不确定性的趋势下，广告客户的预算计划更加保守， 互联网广告业务的规模再次缩减;及(ii)伴随销售规模的缩减，导致公司盈利进一步下滑。 智通财经APP讯，兑吧(01753)发布公告，集团预期取得(i)2025年上半年的收入约人民币3.5亿元ii)经调 整期内亏损不高于约人民币2500万元;及(iii)2025年上半年的母公司拥有人应占亏损不高于约人民币2700 万元。 ...

日前，QuestMobile发布《2025年互联网广告市场半年报告》，全面盘点上半年行业发展态势。其 中，在2025半年度互联网广告市场价值榜单部分，墨迹天气表现亮眼，一举斩获"应用扩展类潜力营销 价值媒介月总使用时长TOP榜榜首"、"应用扩展类潜力营销价值媒介活跃用户规模TOP3"两项大奖，并 跻身"TOP商业价值App媒体"榜单，成为生活服务类媒介营销价值的标杆。 强大的产品能力支撑起庞大的用户基础。根据墨迹天气数据，过去三年内其每日活跃用户 （DAU）激增超过1000万，目前月均活跃用户高达1.6亿，在移动端占据超过一半的市场份额。这一规 模优势为品牌提供了丰富的营销机会：基于海量气象数据与消费数据的深度分析，墨迹天气精准挖掘出 不同产品与天气因子的相关性，为品牌营销开辟了全新的机遇窗口，并创新性提出"天+地+人"三维定 向的MOJI气象营销方法论，精准锁定品牌需求场景，优化触达路径，实现人群精准定向，助力品牌抢 占市场先机。例如，通过分析气温、湿度与美妆产品消费的关联，助力美妆品牌实现精准投放，使其成 为广告主触达目标人群、提升转化效率的重要阵地。 从QuestMobile榜单数据看，墨迹天气月总使用 ...

Core Insights - The company, 易点天下, reported a significant revenue increase of 59.95% year-on-year, reaching 1.737 billion yuan in the first half of 2025, with a net profit of 144 million yuan, up 8.81% [2][3] - The growth is attributed to market expansion and technological iteration, particularly in the AI sector, which has garnered increased attention in recent years [3] - The e-commerce segment of the company experienced a remarkable growth rate of over 100% [4] Business Development Focus - The company is actively exploring AI applications and short video content as new growth avenues, aiming to build an "AI intelligent ecosystem focused on growth" [3][8] - The global mobile internet advertising market is projected to grow to $503.875 billion by 2024, with a compound annual growth rate of 11.10% until 2029 [3] - The company has established itself as a key player in providing global marketing solutions for major platforms like Alibaba and SHEIN, and has expanded its services to new sectors such as electric vehicles and short video content [4] Technological Advancements - The company's programmatic advertising platform, zMaticoo, covers over 10,000 mobile applications and reaches more than 2 billion devices, processing 170 billion ad requests daily [4] - R&D investment reached 60.4535 million yuan in the first half of 2025, a 26.23% increase, focusing on generative AI and intelligent agent technology [7] - The company is shifting its strategic focus from model application to task-driven approaches, with the introduction of the AI Drive 2.0 solution that integrates multiple intelligent agents for marketing automation [7][8] Strategic Partnerships - The company has become the first-level agent for AppLovin in Greater China and an official service provider for Snapchat, establishing deep collaborations with tech giants like Huawei and Alibaba [5] - The ongoing technological upgrades aim to enhance the precision of system predictions by integrating Transformer architecture with dynamic optimization algorithms [7]

Core Insights - Baidu is reportedly initiating an adjustment in its agency model, transitioning from exclusive agency arrangements in cities like Jinan, Chongqing, Wuhan, Fuzhou, and Xiamen to a service provider operation model [1][4] - This change has caused significant concern among long-time Baidu agents, with some already facing severe operational challenges [1][2] - The financial struggles of major agents, such as Kaichuang Group, highlight a broader issue regarding the declining health of Baidu's advertising business [2][4] Company Performance - Baidu's Q1 2025 performance report indicates online marketing revenue of 16 billion yuan, a year-on-year decrease of 6% [1][5] - Despite core revenue growth of 7% to 25.5 billion yuan, the decline in online marketing revenue suggests a stagnation in Baidu's advertising business [5] - Analysts from Citigroup have downgraded Baidu's core advertising revenue forecasts for Q2 and Q3 by 6.1% and 8.9%, respectively, reflecting a negative outlook on advertising income [5] Industry Context - The shift in Baidu's agency model is seen as a response to increasing competition from platforms like Douyin, Xiaohongshu, and WeChat, which are capturing traditional search advertising market share [6] - The recent changes in Baidu's advertising strategy may be part of a larger effort to adapt to market pressures and improve user experience, despite potential short-term impacts on advertising revenue [6][7] - The transition from exclusive to general agency models indicates a significant shift in Baidu's approach to its advertising ecosystem, prompting agents to seek new business models and directions [7]