Inly Media Co.,Ltd. （北京市海淀区阜外亮甲店 1 号中水园乙 3 号楼 105 室） 二〇二五年八月 引力传媒股份有限公司 2025 年度向特定对象发行 A 股股票预案 股票简称：引力传媒 股票代码：603598 引力传媒股份有限公司 发行人声明 本公司及董事会全体成员承诺：本次向特定对象发行股票预案真实、准确、 完整，并确认不存在虚假记载、误导性陈述或重大遗漏，对本次向特定对象发行 股票预案的真实性、准确性、完整性承担个别和连带的法律责任。 本预案所述事项并不代表审批机关对于本次向特定对象发行股票相关事项 的实质性判断、确认或批准，本预案所述本次向特定对象发行股票相关事项的生 效和完成尚待公司股东大会审议通过、上海证券交易所审核通过并经中国证监会 同意注册。中国证监会、上海证券交易所、其他政府部门对本次发行所做的任何 决定或意见，均不表明其对本公司股票的价值或投资者的收益作出实质性判断或 者保证。 本预案是公司董事会对本次向特定对象发行股票的说明，任何与本预案相反 的声明均属虚假不实陈述。 本次向特定对象发行股票完成后，公司经营与收益的变化，由公司自行负责， 因本次向特定对象发行股票引致 ...

方案论证分析报告 引力传媒股份有限公司 二〇二五年八月 股票简称：引力传媒 股票代码：603598 Inly Media Co.,Ltd. （北京市海淀区阜外亮甲店 1 号中水园乙 3 号楼 105 室） 社交营销能够通过短视频、直播和图文内容精准触达目标人群。在企业出海 过程中，广告客户通过 KOL 营销策略与本地 KOL/KOC 合作，可以快速融入当 地文化及社群，提升品牌知名度和转化率。未来，随着 AR/VR、AIGC 以及区块 引力传媒股份有限公司 2025 年度向特定对象发行 A 股股票方案论证分析报告 链确权等技术的嵌入，社交媒体将进一步升级为品牌数字资产的价值中枢，虚拟 偶像、数字藏品、沉浸式店铺等模式将持续提升品牌营销的广度和效率。 随着 AI 技术不断成熟并深入渗透到广告营销行业，AI 工具已从原先的辅助 角色跃升为行业新质生产力，成为重塑营销效率的核心驱动力。 在内容生产方面，AI 内容生成工具在可用性方面已实现突破性进展，其生 成内容的质量和指令服从性逐步接近商业应用标准；同时，随着底层算法的持续 优化，AI 内容生成所需的 Token 成本呈现显著下降趋势。在投放与归因方面， AI 将 ...

证券代码：603598 证券简称：引力传媒 公告编号：2025-029 引力传媒股份有限公司 关于取消监事会并修订《公司章程》及制定、修订部 分治理制度的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 引力传媒股份有限公司（以下简称"公司"）于2025年8月15日召开第五届 董事会第十次会议，审议通过了《关于取消监事会并修订 <公司章程> 的议案》 《关 于制定和修订部分公司治理制度的议案》，上述议案的部分子议案尚需提交公司 股东会审议，现将具体情况公告如下： 一、关于取消公司监事会并修订《公司章程》的原因及依据 根据《中华人民共和国公司法》、中国证监会《关于新 <公司法> 配套制度规 则实施相关过渡期安排》、《上市公司章程指引》、《上市公司股东会规则》以 及《上海证券交易所股票上市规则》等相关法律、法规、规范性文件的规定，结 合公司实际情况，公司将不再设置监事会和监事，由董事会审计委员会履行《中 华人民共和国公司法》规定的监事会职权，不会影响公司内部监督机制的正常运 行。监事会取消后，公司《监事会议事规则》等监事会相关 ...

股票简称：引力传媒 股票代码：603598 引力传媒股份有限公司 Inly Media Co.,Ltd. （北京市海淀区阜外亮甲店 1 号中水园乙 3 号楼 105 室） 募集资金使用的可行性分析报告 二〇二五年八月 引力传媒股份有限公司 2025 年度向特定对象发行 A 股股票募集资金使用的可行性分析报 告 本可行性分析报告中如无特别说明，相关用语具有与《引力传媒股份有限公 司 2025 年度向特定对象发行 A 股股票预案》中相同的含义。公司拟申请向特 定对象发行股票，现将本次发行募集资金投资项目可行性分析说明如下： 一、本次募集资金使用计划 本次向特定对象发行股票募集资金总额预计不超过 47,000.00 万元（含本数）， 扣除发行及相关费用后的募集资金净额拟投入以下项目： 单位：万元 | 序号 | | 项目名称 | 预计投资总额 | 拟投入募集资金金额 | | --- | --- | --- | --- | --- | | | 合计 | | 57,276.25 | 47,000.00 | 若扣除发行费用后的募集资金金额少于上述项目拟投入募集资金总额，公司 董事会可根据项目的实际需求，在符合相关法律法规的 ...

（文章来源：每日经济新闻） 引力传媒8月18日晚间发布公告称，本次向特定对象发行股票相关事项已于2025年8月18日经公司第五届 董事会第十次会议审议通过。本次向特定对象发行股票的发行对象为不超过35名的特定投资者，本次向 特定对象拟发行股票数量按照募集资金总额除以发行价格计算得出，且不超过本次发行前公司总股本的 30%，即不超过约8054万股（含本数）。本次向特定对象发行股票的发行价格为不低于定价基准日前二 十个交易日公司股票交易均价的80%。本次发行拟募集不超过4.7亿元，募集资金用于以下用途：全球 社交营销云项目，总投资约3.17亿元，拟投入募集资金2.5亿元；内容创意云项目，总投资约1.15亿元， 拟投入募集资金8000万元；补充流动资金项目，总投资1.4亿元，拟投入募集资金1.4亿元。 ...

Core Viewpoint - The strategic partnership between Huitongda Network and Zhangmen Media Group aims to enhance brand development, product innovation, and channel integration through the establishment of Henan Zhanghui Supply Chain Management Co., Ltd [2][4][6] Group 1: Company Overview - Zhangmen Media Group has over a decade of experience in advertising marketing services and online brand operations, positioning itself as a leader in internet content production and management [4] - The group has successfully transformed from Jiangsu Zhangmen Network Technology Co., Ltd into one of the first full-domain MCNs in China, holding a leading position in the internet content sector [4] - It operates over 20 established self-owned brands across six core areas, including cosmetics, apparel, food and beverage, pet products, and home appliances [4] Group 2: Strategic Collaboration - The partnership is seen as a crucial element in Huitongda's self-owned brand strategy, with significant potential for collaboration in product development, advertising, and brand co-creation [6] - Huitongda Network has built a strong foundation in the lower-tier market over the past decade, aiming to leverage this partnership for mutual empowerment and enhanced efficiency in product and service distribution [6] - The establishment of Henan Zhanghui Supply Chain Management Co., Ltd represents a tangible outcome of the strategic collaboration, focusing on innovative supply chain models in the new retail environment [6]

证券之星消息，8月18日广告营销板块较上一交易日上涨1.31%，因赛集团领涨。当日上证指数报收于 3728.03，上涨0.85%。深证成指报收于11835.57，上涨1.73%。广告营销板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300781 | 因塞集团 | 44.65 | 5.56% | 16.91万 | | 7.47 亿 | | 002354 | 天娱数科 | 7.87 | 5.35% | 279.53万 | | 21.77亿 | | 002264 | 新华都 | 6.98 | 3.87% | 46.85万 | | 3.24亿 | | 300058 | 蓝色光标 | 7.19 | 3.60% | 348.74万 | | 24.92亿 | | 002291 | 遥望科技 | 6.70 | 3.40% | 59.77万 | | 266.6 | | 600556 | 天下秀 | 5.24 | 3.35% | 98.52万 | | 5.12亿 | | 60 ...

Core Insights - Fund managers have made clear adjustments in their portfolios during Q2, indicating strong signals in their investment directions [1][2] Group 1: Sector Focus - The technology sector continues to lead, with significant investments in AI and semiconductor industries, reflecting a strong demand for AI computing power [4][9] - The defense and military industry has seen a holding increase to 4.2%, driven by geopolitical tensions, making it a preferred choice for risk-averse and aggressive investors [6] - The financial sector is experiencing a valuation recovery, with bank holdings rising to 4.9%, supported by low valuations and high dividend yields [7] Group 2: Investment Trends - Passive funds, including ETFs, have seen substantial inflows, with the CSI 300 and CSI 1000 ETFs increasing by 241 million and 115 million shares, respectively, indicating a strong market interest [8] - The electronic industry maintains a high holding of 18.8%, but the high concentration in semiconductors may limit future aggressive investments due to potential adjustment risks [9] - The wine sector has seen a significant reduction in holdings, dropping to 2% after excluding certain funds, signaling a potential exit from this market [11] Group 3: Market Dynamics - Certain sectors like automotive, food and beverage, and power equipment have experienced notable reductions in holdings, with food and beverage seeing a 2.1 percentage point decline, influenced by regulatory pressures [13] - The cyclical and defensive sectors are rising, with agriculture and livestock holdings at 1.6%, indicating a positive shift in fundamentals for these segments [6]

雅仕维预期截至2025年6月30日止六个月将录得净利润约人民币1460万元，相较于截至2024年6月30日止 六个月的净亏损约人民币760万元，实现了扭亏为盈。董事会认为，业绩改善的主要原因包括：终止表 现不佳的项目、若干项目的特许费减少以及成本控制策略的成效提升。 ...

Investment Rating - The report maintains a "Buy" rating for the company [7][5]. Core Insights - The company's H1 2025 revenue is under pressure, with total operating income at 1.657 billion RMB, a year-over-year decrease of 13.36%. However, net profit increased to 144 million RMB, up 10.83% year-over-year [1]. - The decline in revenue is attributed to a slow macroeconomic recovery and reduced marketing budgets from major advertisers in the automotive and fast-moving consumer goods sectors [2]. - The company has significantly improved its operating cash flow, with a net cash flow from operating activities of 569 million RMB, an increase of 709 million RMB year-over-year, indicating a positive shift from negative to positive cash flow [3]. - The company is actively pursuing a diversified strategic layout, including advancements in AI applications and digital marketing, which are expected to enhance operational efficiency and reduce labor costs [4]. Financial Performance Summary - For H1 2025, the company reported a total revenue of 1.657 billion RMB, with a net profit of 144 million RMB. The second quarter revenue was 840 million RMB, down 13.93% year-over-year, while the net profit for Q2 was 71 million RMB, down 13.08% [1]. - The comprehensive gross margin is 18.62%, slightly down by 0.46 percentage points year-over-year, primarily due to increased operating costs from expanding digital marketing services [2]. - The company's cash reserves reached 919 million RMB, a 47.18% increase from the beginning of the year, and the debt-to-asset ratio improved from 41.72% to 35.66% [3]. Profit Forecast and Valuation - The report forecasts the company's net profit for 2025 to be 386 million RMB, with projected earnings per share (EPS) of 1.83 RMB. The target price is set at 40.28 RMB, corresponding to a price-to-earnings (PE) ratio of 22 times for 2025 [5][11].