10月23日，吉视传媒发布2025年三季报。报告显示，公司前三季度营业收入为14.69亿元，同比增长 3.00%；归母净利润为-3.46亿元，同比下降11.92%；扣非归母净利润为-3.48亿元，同比增长7.00%；基 本每股收益-0.10元。 报告期内，吉视传媒基本每股收益为-0.10元，加权平均净资产收益率为-6.69%。 以10月23日收盘价计算，吉视传媒目前市盈率（TTM）约为-26.73倍，市净率（LF）约为2.45倍，市销 率（TTM）约为5.77倍。 2025年前三季度，公司毛利率为9.93%，同比下降4.39个百分点；净利率为-23.89%，较上年同期下降 2.14个百分点。从单季度指标来看，2025年第三季度公司毛利率为10.27%，同比下降7.64个百分点，环 比下降0.06个百分点；净利率为-24.39%，较上年同期下降2.29个百分点，较上一季度上升2.31个百分 点。 2025年三季度，公司期间费用为4.96亿元，较上年同期减少5635.10万元；期间费用率为33.73%，较上 年同期下降4.96个百分点。其中，销售费用同比减少22.85%，管理费用同比减少8.17%，研发费用同比 ...

Core Insights - Guizhou Broadcasting Network's stock price decreased by 2.04% on October 22, 2023, closing at 9.59 CNY per share with a total market capitalization of 11.957 billion CNY [1] - The company has experienced a year-to-date stock price increase of 12.16%, with a 15.82% rise over the past 20 trading days [1] Financial Performance - For the first half of 2025, Guizhou Broadcasting Network reported a revenue of 616 million CNY, a year-on-year decrease of 30.71%, and a net profit attributable to shareholders of -562 million CNY, down 34.11% year-on-year [2] - The company has not distributed any dividends in the past three years, with a total payout of 452 million CNY since its A-share listing [3] Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 2.78% to 46,400, with an average of 26,870 circulating shares per shareholder, an increase of 2.86% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Southern CSI 1000 ETF, with holdings of 6.9 million shares and 6.8908 million shares, respectively [3] Business Overview - Guizhou Broadcasting Network, established on March 26, 2008, and listed on December 26, 2016, primarily engages in broadcasting and television services, with data services contributing 39.74% to its revenue [2] - The company operates in various sectors, including smart home, ultra-high definition, and the Internet of Things [2]

Core Viewpoint - Tianwei Vision's stock price has shown a significant increase this year, with a 17.29% rise year-to-date and a notable 10.77% increase in the last five trading days, indicating positive market sentiment towards the company [1]. Group 1: Company Overview - Tianwei Vision, established on July 18, 1995, and listed on May 26, 2008, is located in Shenzhen, Guangdong Province. The company primarily engages in the construction, planning, and maintenance of cable television networks, focusing on cable TV users in Shenzhen [2]. - The company's revenue composition is as follows: 89.89% from the cable television industry, 5.87% from other sources, and 4.25% from digital cultural production [2]. - Tianwei Vision is classified under the media industry, specifically in the television broadcasting sector, and is associated with several concept sectors including the Shenzhen-Shan collaboration area and Guangdong state-owned assets [2]. Group 2: Financial Performance - As of June 30, 2025, Tianwei Vision reported a revenue of 591 million yuan, reflecting a year-on-year decrease of 5.16%. The net profit attributable to the parent company was -27.14 million yuan, a significant decline of 280.79% compared to the previous year [2]. - The company has distributed a total of 1.985 billion yuan in dividends since its A-share listing, with 201 million yuan distributed over the past three years [3]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders for Tianwei Vision was 39,000, a decrease of 14.66% from the previous period. The average number of circulating shares per shareholder increased by 17.18% to 20,576 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 4.4846 million shares, an increase of 1.7648 million shares from the previous period, while Guangfa Pension Index A holds 1.9963 million shares, up by 345,400 shares [3].

分红方面，江苏有线A股上市后累计派现20.75亿元。近三年，累计派现3.15亿元。 机构持仓方面，截止2025年6月30日，江苏有线十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股4836.45万股，相比上期增加769.82万股。南方中证500ETF（510500）位居第四大流通股 东，持股3729.21万股，相比上期增加511.39万股。 资料显示，江苏省广电有线信息网络股份有限公司位于江苏省南京市麒麟科技创新园运粮河西路101号 江苏有线三网融合枢纽中心，成立日期2008年7月10日，上市日期2015年4月28日，公司主营业务涉及广 电网络的建设运营,广播电视节目传输,数据宽带业务以及数字电视增值业务的开发与经营。主营业务收 入构成为：收视维护费24.98%，城建配套费20.20%，数据业务服务18.64%，工程结算17.85%，销售器 材11.03%，数字电视增值服务2.60%，移动通信运营收入1.68%，视频接入费1.57%，出租资产0.72%， 广告收入0.52%，其他0.12%，分成收入0.09%，维修及服务0.01%。 江苏有线所属申万行业为：传媒-电视广播Ⅱ-电视广播Ⅲ。所属概念 ...

广西广电今年以来股价涨25.69%，近5个交易日涨1.40%，近20日跌5.73%，近60日跌0.55%。 10月20日，广西广电盘中上涨2.26%，截至10:33，报3.62元/股，成交2370.27万元，换手率0.40%，总市 值60.49亿元。 资金流向方面，主力资金净流入63.42万元，特大单买入108.00万元，占比4.56%，卖出119.37万元，占 比5.04%；大单买入439.40万元，占比18.54%，卖出364.62万元，占比15.38%。 今年以来广西广电已经4次登上龙虎榜，最近一次登上龙虎榜为5月30日，当日龙虎榜净买入-2241.09万 元；买入总计3349.12万元 ，占总成交额比8.93%；卖出总计5590.21万元 ，占总成交额比14.91%。 资料显示，广西广播电视信息网络股份有限公司位于广西南宁市云景路景晖巷8号广西广电综合业务大 楼，成立日期2000年3月16日，上市日期2016年8月15日，公司主营业务涉及从事广西壮族自治区广播电 视网络的建设运营、广播电视节目传输、数据专网业务以及数字电视增值业务的开发与经营,以广播电 视传输及服务业务、信息技术开发及服务业务和网络增 ...

Core Points - Wireless Media's stock price increased by 2.01% on October 17, reaching 35.55 CNY per share, with a total market capitalization of 14.22 billion CNY [1] - The company has experienced a significant decline in stock price, down 36.20% year-to-date, and 27.45% over the past 20 days [1] - Wireless Media's main business involves IPTV integrated broadcasting and control services, with 86.15% of revenue from basic IPTV services [1][2] Financial Performance - For the first half of 2025, Wireless Media reported operating revenue of 301 million CNY, a year-on-year decrease of 1.44%, while net profit attributable to shareholders increased by 16.60% to 147 million CNY [2] - Cumulative cash dividends since the company's A-share listing amount to 158 million CNY [3] Shareholder Information - As of October 10, the number of shareholders increased to 25,100, with an average of 6,158 shares held per shareholder [2] - Notable institutional shareholders include Guangfa Pension Index A and Southern CSI 1000 ETF, both of which are new entrants among the top ten circulating shareholders [3]

Core Viewpoint - New Media Co., Ltd. has shown a positive stock performance with a year-to-date increase of 21.38% and a recent market capitalization of 10.966 billion yuan, indicating strong investor interest and financial health [1][2]. Financial Performance - For the first half of 2025, New Media reported a revenue of 817 million yuan, representing a year-on-year growth of 5.94%, while the net profit attributable to shareholders increased by 24.43% to 346 million yuan [2]. - Cumulatively, since its A-share listing, New Media has distributed a total of 1.969 billion yuan in dividends, with 1.395 billion yuan paid out over the last three years [3]. Shareholder Information - As of September 19, 2025, the number of shareholders decreased by 6.37% to 23,700, while the average number of circulating shares per shareholder increased by 6.80% to 9,594 shares [2]. - The fifth largest circulating shareholder, Hong Kong Central Clearing Limited, held 2.4676 million shares, a decrease of 86,300 shares from the previous period [3]. Stock Market Activity - On October 10, 2025, New Media's stock price rose by 2.01% to 48.13 yuan per share, with a trading volume of 103 million yuan and a turnover rate of 0.96% [1]. - The stock has seen a net inflow of 578,600 yuan from main funds, with significant buying and selling activity from large orders [1]. Business Segmentation - The company's main business segments include IPTV basic services (50.67% of revenue), internet audio-visual services (41.77%), content copyright (5.87%), and other services (1.66%) [1]. - New Media operates under the media industry classification of television broadcasting and is associated with concepts such as short dramas, e-sports, cloud gaming, high dividends, and MSCI China [1].

Group 1 - Changyuan Power reported a power generation of 2.742 billion kWh in September, a year-on-year decrease of 41.88% [1] - The cumulative power generation from January to September was 27.332 billion kWh, down 8.24% year-on-year [1] - Huanyu Electronics achieved a consolidated revenue of 5.96 billion yuan in September, a year-on-year increase of 0.1% [1][2] Group 2 - Zhonghuan Environmental announced a change in controlling shareholder, with 27.5% of shares being transferred for a total consideration of 598 million yuan [2] - *ST Songfa's subsidiary signed contracts for the construction of 6 VLCCs, with a total contract value of approximately 600-900 million USD [1][3] - Suzhou Xinchen Technology's subsidiary plans to acquire 55% of Kunyu Lancheng for 74.25 million yuan [3] Group 3 - Guiguan Power reported a cumulative power generation of 31.848 billion kWh for the first three quarters, a year-on-year increase of 14.89% [4] - Jincheng Pharmaceutical's subsidiary received approval for the market launch of a raw material drug [4] - Shandong Steel expects a net profit of approximately 140 million yuan for the first three quarters, an increase of about 21.96 million yuan year-on-year [4][5] Group 4 - Xiangjia Co. reported sales revenue of 96.6186 million yuan from live poultry in September, with a sales price of 12.10 yuan/kg [6] - Aonong Bio's pig sales volume in September increased by 12.2% year-on-year, with a total of 164,400 pigs sold [7] - Mingtai Aluminum's aluminum plate and foil sales reached 1.1747 million tons in the first three quarters [8] Group 5 - Guangzhou Port expects to complete a container throughput of 2.051 million TEUs in September, a year-on-year decrease of 0.8% [11] - Jiangsu Sop plans to conduct a month-long maintenance on several production units starting October 10 [12] - Baike Bio received approval for a clinical trial of a combined vaccine for infants [13] Group 6 - Yutong Bus reported a 25.55% year-on-year increase in bus sales in September, totaling 4,756 units [16] - Shanghai Rural Commercial Bank's vice chairman and president's qualifications were approved [19] - Huayu Pharmaceutical's product received market approval in four countries [20] Group 7 - Longan Automobile reported a 24.92% year-on-year increase in vehicle sales in September, totaling 266,300 units [38] - Chip Origin expects a third-quarter revenue of 1.284 billion yuan, a year-on-year increase of 78.77% [39] - Bomaike signed a contract for an offshore floating production storage and offloading vessel project, with a contract value of approximately 190-240 million USD [40]

Core Viewpoint - The stock of Electric Broad Media has experienced fluctuations, with a current price of 8.10 yuan per share and a market capitalization of 11.48 billion yuan, reflecting a year-to-date increase of 14.89% [1] Financial Performance - For the first half of 2025, Electric Broad Media reported a revenue of 1.968 billion yuan, representing a year-on-year growth of 9.45%, while the net profit attributable to shareholders decreased by 41.84% to 40.698 million yuan [2] - The company has distributed a total of 695 million yuan in dividends since its A-share listing, with 85.0534 million yuan distributed in the last three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders for Electric Broad Media was 89,700, a decrease of 3.28% from the previous period, with an average of 15,797 circulating shares per shareholder, an increase of 3.40% [2] - The top ten circulating shareholders include significant entities such as Southern CSI 1000 ETF and Hong Kong Central Clearing Limited, with notable changes in their holdings [3] Business Segmentation - The main revenue sources for Electric Broad Media include advertising operations (65.66%), investment management (12.73%), gaming (12.50%), tourism (5.87%), hotel services (3.29%), and minimal contributions from art, film production, and real estate [1] Market Activity - The stock has seen a trading volume of 217 million yuan with a turnover rate of 1.87%, indicating active market participation [1] - The stock price has shown a slight increase over the past five trading days (3.05%) and a more substantial rise over the past 60 days (9.91%) [1] Industry Classification - Electric Broad Media is classified under the media sector, specifically in television broadcasting, and is associated with various concepts such as AI, online education, and smart home technologies [2]

Company Overview - Jishi Media Co., Ltd. is located in Changchun, Jilin Province, and was established on May 9, 2001. The company was listed on February 23, 2012. Its main business involves the planning, construction, operation management, maintenance of cable television networks, and the reception, retransmission, and transmission of radio and television programs, primarily focusing on video information transmission and online multifunctional services [1]. Stock Performance - As of September 26, Jishi Media's stock price decreased by 2.14%, trading at 3.65 CNY per share, with a total market capitalization of 12.738 billion CNY. The stock has seen a year-to-date increase of 95.19%, but has dropped 23.64% in the last five trading days and 19.78% over the past 20 days [1]. - The company has appeared on the "龙虎榜" (a stock market activity list) 22 times this year, with the most recent appearance on September 23 [1]. Financial Performance - For the first half of 2025, Jishi Media reported a revenue of 999.7 million CNY, representing a year-on-year growth of 24.32%. However, the net profit attributable to shareholders was -232 million CNY, a decrease of 2.33% compared to the previous period [2]. - The company has cumulatively distributed 527 million CNY in dividends since its A-share listing, with no dividends distributed in the last three years [3]. Shareholder Information - As of June 30, 2025, Jishi Media had 113,500 shareholders, a decrease of 10.21% from the previous period. The average number of circulating shares per shareholder increased by 11.38% to 30,744 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the sixth largest, holding 26.8423 million shares, an increase of 7.6318 million shares from the previous period [3]. Industry Classification - Jishi Media belongs to the media sector, specifically in the television broadcasting industry, and is associated with concepts such as Northeast revitalization, tourism and hotels, rural revitalization, film and animation, and IP concepts [2].