Core Viewpoint - The collaboration between Focus Media and Alipay to create the "Tap to Grab Red Packet" innovative model is rapidly expanding across over 20 cities in China, leveraging digitalization and cash rewards to enhance consumer engagement and brand marketing effectiveness [1][4]. Group 1: Consumer Experience - The model offers a simple and secure participation experience for consumers, facilitating brand traffic by allowing users to unlock their phones and tap near elevator posters to receive cash red packets or brand coupons without the need for scanning or inputting information [2][4]. - The technology ensures safety by requiring both phone unlocking and proximity to the blue circle, eliminating payment risks, and Alipay's commitment to compensation enhances consumer trust [2][4]. Group 2: Brand Engagement and Marketing Effectiveness - Focus Media's extensive network of 3 million elevator points and Alipay's digital capabilities create a complete link from exposure to conversion for brands [5]. - The "Tap to Grab Red Packet" model enables brands to track real-time data and optimize marketing strategies based on consumer behavior, enhancing targeting and improving return on investment [6][8]. - For instance, Suntory's campaign in Shanghai and Hangzhou saw a 65% increase in daily active rates, with significant improvements in coupon redemption and product sales, demonstrating effective targeting of young consumers [6]. Group 3: Ecosystem and Market Impact - The new interaction method of "Tap to Grab" builds a "technology innovation + scene penetration" ecosystem, activating urban consumption potential and enhancing online-offline synergy for businesses [8]. - The evolution from passive viewing to active engagement in elevator advertising aligns with national policies to expand domestic demand, creating a scale effect from dispersed consumer needs [8]. - This model not only transforms the advertising-to-conversion process but also redefines the commercial value of offline scenarios, providing a new paradigm for brand digital operations [8].

分众传媒信息技术股份有限公司 独立董事 2025 年第四次专门会议决议 分众传媒信息技术股份有限公司（以下简称"公司"）独立董事于 2025 年 人，实际出席 3 人。本次会议的召开符合《公司法》及《公司章程》的有关规定。 重新签署附生效条件的 <发行股份及支付现金购买资产协议> 的议案》； 否构成重大资产重组、关联交易及重组上市的议案》； 与会独立董事认真审核了公司拟以发行股份及支付现金的方式购买张继学、 重庆京东海嘉电子商务有限公司、百度在线网络技术（北京）有限公司等 50 个 交易对方持有的成都新潮传媒集团股份有限公司（以下简称"标的公司"）100% 的股权（以下简称"标的资产"）（以下简称"本次交易"）事项的书面材料， 审议通过了相关议案并发表审核意见，具体情况如下： 一、会议审议情况 份及支付现金购买资产暨关联交易符合相关法律法规的议案》； 支付现金购买资产暨关联交易方案的议案》； 及支付现金购买资产暨关联交易报告书（草案）>及其摘要的议案》； 行法定程序的完备性、合规性及提交法律文件的有效性的说明的议案》； 合 <上市公司重大资产重组管理办法> 第十一条、第四十三条和第四十四条规定 的议案》； 合 ...

Core Viewpoint - The report evaluates the market value of the total equity of Chengdu New Wave Media Group Co., Ltd. as part of the acquisition by Focus Media Information Technology Co., Ltd. [4][5] Group 1: Evaluation Summary - The evaluation was conducted by Zhonglian Asset Appraisal Consulting (Shanghai) Co., Ltd. for Focus Media, focusing on the total equity of Chengdu New Wave Media Group [4][6] - The evaluation date is set as March 31, 2025, and the value type assessed is market value [4][5] - The evaluation includes all assets and liabilities of Chengdu New Wave Media Group, considering both current and non-current assets [4][5] Group 2: Financial Findings - The book value of the total equity is reported at 3,383.487 million yuan, while the assessed value is 8,343.000 million yuan, indicating an increase of 4,959.513 million yuan, which corresponds to a growth rate of 146.58% [5][6] - The evaluation results are valid for one year, from March 31, 2025, to March 30, 2026 [5]

分众传媒信息技术股份有限公司 审阅报告及备考合并财务报表 分众传媒信息技术股份有限公司 审阅报告及备考合并财务报表 （2024 年 1 月 1 日至 2025 年 3 月 31 日止） 一、 审阅报告 1-2 二、 备考财务报表 备考合并资产负债表 1-2 备考合并利润表 3 备考财务报表附注 1-178 审 阅 报 告 信会师报字[2025]第 ZA14778 号 分众传媒信息技术股份有限公司全体股东： 我们审阅了后附的分众传媒信息技术股份有限公司（以下简称 "分众传媒"）的备考合并财务报表，包括 2024 年 12 月 31 日及 2025 年 3 月 31 日的备考合并资产负债表，2024 年度及 2025 年 1-3 月的备 考合并利润表以及备考合并财务报表附注。按照备考合并财务报表附 注三所述的编制基础编制备考合并财务报表是分众传媒管理层的责 任，我们的责任是在实施审阅工作的基础上对备考合并财务报表出具 审阅报告。 我们按照《中国注册会计师审阅准则第 2101 号——财务报表审 阅》的规定执行了审阅业务。该准则要求我们计划和实施审阅工作， 以对备考合并财务报表是否不存在重大错报获取有限保证。审阅主要 ...

Core Points - JD.com E-COMMERCE (TECHNOLOGY) HONG KONG CORPORATION LIMITED is making a strategic investment in Focus Media Information Technology Co., Ltd. through the acquisition of shares using its holdings in Chengdu New潮传媒 Group Co., Ltd. as payment [3][8] - The investment is compliant with the relevant regulations outlined in the Strategic Investment Management Measures [10][13] Group 1: Investment Details - JD.com E-COMMERCE will acquire 2,444,512 shares of Focus Media in exchange for its 189,502 shares of New潮传媒 [8] - The final number of shares issued will be subject to adjustments based on any corporate actions by Focus Media during the issuance period [8] - After the investment, JD.com E-COMMERCE and its affiliate, Chongqing JD.com Haijia E-commerce Co., Ltd., will hold approximately a certain percentage of shares in Focus Media [9] Group 2: Compliance and Legal Framework - JD.com E-COMMERCE is a legally established entity in Hong Kong, primarily engaged in investment holding, and has not been involved in any legal disputes since January 1, 2022 [10][11] - The company has a solid financial standing with total assets exceeding USD 50 million, meeting the requirements of the Strategic Investment Management Measures [11][12] - JD.com E-COMMERCE has provided a commitment letter ensuring compliance with the regulations, including restrictions on transferring or voting rights related to the acquired shares for a specified period [12][13]

Core Viewpoint - The company plans to acquire 100% equity of Chengdu New Wave Media Group Co., Ltd. through a combination of issuing shares and cash payments, which may dilute the immediate earnings per share but aims to enhance long-term competitiveness in the outdoor advertising sector [1][6]. Group 1: Impact on Earnings - The transaction is expected to dilute the company's earnings per share in the short term, as the earnings will be affected until the integration of the acquired company is completed [1]. - The projected earnings per share before and after the transaction indicate a decrease in both basic and diluted earnings per share, reflecting the immediate impact of the acquisition [1]. Group 2: Measures to Mitigate Dilution - The company intends to accelerate the integration of the acquired company to enhance its competitive advantage and operational sustainability, which is expected to lead to steady growth in performance [2]. - A commitment to improve the profit distribution policy and optimize the investment return mechanism is outlined to protect shareholder interests post-transaction [2]. - The company will strengthen its governance structure and internal controls to enhance operational efficiency and manage costs effectively [3][4]. Group 3: Commitments from Stakeholders - The controlling shareholder and actual controller, along with the board of directors and senior management, have issued commitments regarding the measures to compensate for the potential dilution of immediate returns [4][5]. - These commitments include adherence to regulatory requirements and a willingness to compensate for any losses incurred by the company or investors due to non-compliance with the outlined measures [5]. Group 4: Independent Financial Advisor's Opinion - The independent financial advisor has assessed the company's analysis of the potential dilution and found it reasonable, affirming that the proposed measures align with regulatory requirements aimed at protecting minority investors [6].

分众传媒信息技术股份有限公司董事会 关于发行股份购买资产暨关联交易报告书（草案） 与预案（修订稿）差异情况对比说明 分众传媒信息技术股份有限公司（以下简称"公司"）拟以发行股份及支付 现金的方式购买张继学、重庆京东海嘉电子商务有限公司、百度在线网络技术（北 京）有限公司等 50 个交易对方持有的成都新潮传媒集团股份有限公司 100%的 股权（以下简称"本次交易"）。 了《公司关于 <发行股份及支付现金购买资产暨关联交易预案 修订稿="修订稿"> 及其摘 要的议案》等相关议案。具体内容详见公司刊登于巨潮资讯网（www.cninfo.com.cn） 上的《分众传媒信息技术股份有限公司发行股份及支付现金购买资产暨关联交易 预案（修订稿）》（以下简称"预案修订稿"）等相关文件。 了《公司关于 <发行股份及支付现金购买资产暨关联交易报告书 草案="草案"> 及其摘 要的议案》等相关议案。现就《分众传媒信息技术股份有限公司发行股份及支付 现金购买资产暨关联交易报告书（草案）》（以下简称"草案"）与预案修订稿 内容的主要差异情况说明如下： 草案章节 草案与预案主要差异说明 声明 2、更新上市公司及全体董事、高级管理人员声明 ...

格隆汇8月6日｜支付宝官方今日发布消息称，分众传媒联合支付宝推出"碰一下抢红包"创新玩法，目前 已在北上广深等20多个城市上线。等电梯时，拥护解锁手机碰一下分众广告屏幕旁的蓝环，即可领 取"碰一下"支付红包、品牌优惠券，直接存入支付宝，下次消费时可用。 资金安全方面，支付宝表 示，将采用多种方式保障用户体验与资金安全：手机未解锁、不触碰蓝环时，不会领取红包；碰一下领 红包或优惠券时，不会进行支付；支付宝和分众传媒承诺用户碰一下"被盗即赔"。 今年6月，支付宝宣 布与分众传媒合作"创新玩法"，电梯里也有"支付宝碰一下"。从"电梯里"到"等电梯"，场景覆盖逐步升 级。 ...

Core Viewpoint - Alipay has launched an innovative feature called "Tap to Grab Red Packets" in collaboration with Focus Media, allowing users to receive cash rewards and brand coupons while waiting for elevators in over 20 cities across China [1][9]. Group 1: Product Features - Users can unlock their phones and tap the blue ring next to Focus Media's advertising screens to receive "Tap to Grab" cash rewards and brand coupons, which can be stored in Alipay for future use [3][6]. - Alipay has committed to ensuring user experience and fund security by implementing measures such as requiring the phone to be unlocked and not allowing payments during the reward collection process [6]. Group 2: Market Expansion - The "Tap to Grab" feature is part of a broader strategy to transform passive viewing into active engagement, potentially shifting the elevator advertising landscape from passive display to interactive digital entry points [9]. - Alipay has been expanding the coverage of the "Tap to Grab" feature, with recent implementations in various locations, including Shanghai Pudong International Airport and over 100,000 delivery stations and lockers [10]. Group 3: Strategic Partnerships - Focus Media described the collaboration with Alipay as a groundbreaking technological partnership aimed at exploring location-based interactive applications and enhancing consumer experiences [9]. - Ant Group's CEO emphasized that "Tap to Grab" serves as a new entry point for offline services, aiming to foster innovation and improve service efficiency across various industries [10].

Group 1 - The core concept of "Alipay Tap" is to enhance user interaction by allowing consumers to receive red packets and coupons while waiting for elevators, thus integrating digital experiences into everyday scenarios [1] - The service has been launched in over 20 cities, showcasing its potential as a new entry point for various industries to connect online and offline experiences, promoting a vision of a digital future where "everything can be tapped" [1] - Ant Group's CEO stated that "Alipay Tap" has surpassed 100 million users, becoming the second phenomenon-level product after "Yu'e Bao," indicating its significant market impact [1] Group 2 - The "Alipay Tap" service effectively shortens the conversion path from traditional advertising to consumer action, creating a full marketing loop that includes various scenarios such as new customer acquisition, e-commerce, and in-store promotions [2] - This new marketing model, described as a fusion of brand effectiveness and sales conversion, allows advertisers to achieve precise targeting and efficient conversion, breaking down barriers between brand communication and sales [2]