[Table_Main] 行业研究|可选消费|媒体Ⅱ 证券研究报告 媒体Ⅱ行业周报、月报 2025 年 06 月 15 日 [Table_Title] 浙江 17 部门印发《关于支持游戏出海的若干措 施》，OpenAI 发布 o3-pro 模型 ——传媒行业周报 [Table_Summary] 报告要点： 市场表现 周度涨跌情况（2025.6.7-2025.6.13）：传媒行业（申万）上涨 1.55%， 排名行业第 4 名，同期沪深 300 跌 0.25%，上证指数跌 0.25%，深证 成指跌 0.60%，创业板指涨 0.22%，恒生科技指数跌 0.89%。元隆雅 图、川网传媒、粤传媒、中文在线、巨人网络表现较优，恒生科技成 分股中哔哩哔哩-W（周涨幅 9.00%）、阅文集团（周涨幅 4.81%）和 网易-S（周涨幅 4.02%）表现较好。 行业重点数据及动态更新 AI：AI 产品榜发布 5 月 web 端 AI 产品排行榜，5 月 Gemini 本月访 问量环比增长 28.9%，进入前三。此外 Sora 本月访问量环比增长 121.25%，达到 6334 万次。国内方面，DeepSeek、纳米 AI 搜索、 ...

Core Insights - The 31st Beijing International Book Fair will be held from June 18 to 22 at the National Convention Center in Beijing [1] - The Beijing exhibition area will focus on cultural heritage, showcasing publishing achievements and cultural activities through physical books, digital platforms, and interactive experiences [1] Group 1: Exhibition Highlights - The cultural heritage area in the Beijing exhibition zone will utilize physical displays and technology to illustrate the depth of the cultural structure along the central axis of Beijing [1] - Key publications from Beijing Publishing Group include "Beijing Cultural Book Series," "Art and Literature Beijing Series," and "Beijing Cultural Chronicles," which document the city's development, historical culture, and human traditions [1] - Digital resources such as the "Beijing Historical Literature Data Platform" and "Interactive Oracle Bone Digital Library" will also be showcased, extending traditional literature services and supporting research on the central axis and historical culture [1] Group 2: Featured Publications - Beijing Daily Press will prominently display works like "Old Beijing Illustrated: Wind and Cloud," "A Century of Images of the Central Axis," and "The Gate of the Central Axis," which combine text and visuals to explain the evolution of the central axis as a cultural symbol [2] - The books "The Gate of the Central Axis" and "A Century of Images of the Central Axis" serve as important academic support documents for the application of the central axis for UNESCO World Heritage status [2] - Beijing Science and Technology Publishing House will present the "Exploring the Central Axis of Beijing" and "Visiting the Central Axis of Beijing" series, which provide a comprehensive view of the central axis from architectural, historical, and cultural perspectives for youth education [2]

6月10日晚，腾讯音乐发布一则拟收购喜马拉雅的公告，收购方案显示，腾讯音乐将支付12.6亿美元现金（约合人民币90.6亿元）并向喜马拉雅相关股东发 行不超过腾讯音乐总股本5.1986%的A类普通股。 然而，透视城市传媒2024年财报，净利润骤降79.19%。随着"赚钱机器"喜马拉雅被收购，城市传媒的"耳朵经济"红利还能吃多久？ 净赚三倍！ 喜马拉雅并购背后的"隐形赢家" 根据腾讯音乐发布的公告，此次收购总额为12.6亿美元现金，以及不超过5.1986%的普通股股份。交割后，喜马拉雅将成为腾讯音乐的全资附属公司。 公开资料显示，喜马拉雅创立于2012年，是中国最大的在线音频平台。早在2019年，喜马拉雅总用户数就已突破6亿。截至2023年底，其全场景平均月活 用户达到3.03亿。累计拥有包括个人成长、历史人文、商业财经、亲子情感等459个品类的共4.88亿条音频。 财务数据方面，2021至2023年间，喜马拉雅的营收分别为58.57亿元、60.61亿元、61.63亿元；经过调整后的净利润分别为-7.18亿元、-2.96亿元和2.24亿 元。 招股书显示，2012年至2020年，喜马拉雅累计完成了12轮融资，总金 ...

Core Viewpoint - The 31st Beijing International Book Fair will be held from June 18 to 22 at the National Convention Center in Beijing, focusing on cultural heritage and the publishing achievements related to the capital's central axis culture [1] Group 1: Cultural Heritage and Publishing - The Beijing exhibition area will showcase the cultural heritage zone, presenting publishing results and cultural activities through physical books, digital platforms, and interactive experiences [1] - The Beijing Publishing Group will present significant publications such as the "Beijing Cultural Book Series" and "Beijing Cultural Chronicles," which document the city's development and cultural traditions [3] - Digital resources like the "Beijing Historical Literature Data Platform" and "Interactive Oracle Bone Digital Library" will be exhibited to support research on the central axis and historical culture [3] Group 2: Featured Publications - Key publications include "Old Beijing Illustrated: Stormy Chapters," "A Century of the Central Axis in Images," and "The Gate of the Central Axis," which provide a rich visual and historical narrative of the central axis [3] - The "Gate of the Central Axis" and "A Century of the Central Axis in Images" serve as authoritative texts for understanding the "world's longest ancient city axis" [3] Group 3: Educational and Cultural Activities - A series of engaging reading and exchange activities will be held, including book sharing sessions that explore Beijing's literary and cultural landscapes [5] - Interactive projects such as intangible cultural heritage experiences and cultural theme stamp collections will enhance public engagement with traditional culture [5] - The exhibition aims to transform cultural output from mere publications to immersive cultural experiences, increasing public participation and social impact [5]

如有疑问，请联系本公司证券投资部，联系电话：0471-6268890。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 每股分配比例：A股每股现金红利0.48元（含税） 相关日期： 股权登记日：2025年6月18日 除权（息）日和现金红利发放日：2025年6月19日 分红送转：无差异化分红送转 利润分配方案：以公司总股本353,523,000股为基数，每股派发现金红利0.48元（含税），共计派 发现金红利169,691,040.00元（含税） 红利发放方式： 无限售条件流通股的红利委托中国结算上海分公司派发 内蒙古新华控股有限公司、安徽新华传媒股份有限公司、内蒙古蒙盐盐业集团有限公司、内蒙古 爱信达教育印务有限责任公司的红利由本公司自行发放 所得税处理： 持股期限超过1年的个人股东及证券投资基金暂免征收个人所得税 持股期限在1年以内（含1年）的个人股东及证券投资基金暂不扣缴个人所得税 合格境外机构投资者（QFII）和通过"沪股通"持有公司A股股票的香港联交所投资者，按照10%的 税率代扣所得税，税后每股实际派发现金红利为人民币0.4 ...

截至2025年6月13日收盘，浙版传媒（601921）报收于8.18元，较上周的8.26元下跌0.97%。本周，浙版 传媒6月12日盘中最高价报8.46元。6月13日盘中最低价报8.14元。浙版传媒当前最新总市值181.78亿 元，在出版板块市值排名5/29，在两市A股市值排名855/5150。 本周关注点 浙江出版传媒股份有限公司发布了2024年年度权益分派实施公告，主要内容如下： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 每股分配比例：A股每股现金红利0.30元。 相关日期：股权登记日为2025年6月19日，除权（息）日和现金红利发放日均为2025年6月20日。 分红送转：无差异化分红送转。 利润分配方案：每股派发现金红利0.30元（含税），共计派发现金红利666,666,666.90元。 红利发放方式：无限售条件流通股的红利委托中国结算上海分公司派发；浙江出版联合集团有限 公司、浙江出版集团投资有限公司所持本公司股票的现金红利由公司直接发放。 税务处理： 对于持有无限售条件流通股自然人股东和证券投资基金，持股期限超过1年 ...

证券代码：601921 证券简称：浙版传媒 公告编号：2025-026 浙江出版传媒股份有限公司 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。 重要内容提示： ? 每股分配比例 A 股每股现金红利0.30元 ? 相关日期 | 股份类别 | 股权登记日 | | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | --- | | A股 | 2025/6/19 | － | 2025/6/20 | 2025/6/20 | | ? 差异化分红送转： 否 一、通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 5 月 15 日的2024年年度股东大会审议通过。 二、分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 本次利润分配以方案实施前的公司总股本2,222,222,223股为基数，每股派发现 金红利0.30元（含税），共计派发现金红利666,666 ...

Group 1 - The publishing sector is undergoing adjustments, leading to a significant drop in the stock price of Guangdong Media (002181), which hit the daily limit down [1] - Other companies in the publishing industry, such as Guomai Culture (301052), Dook Culture (301025), Rongxin Culture (301231), Century Tianhong (300654), Tianzhou Culture (300148), and Longban Media (605577), also experienced declines in their stock prices [1]

Group 1 - The event marks the first senior intelligence sports meeting and e-sports competition in Zhejiang, showcasing the active participation of the elderly in modern gaming culture [1][2] - The average age of the participating e-sports teams is 62, highlighting the increasing engagement of older adults in competitive gaming [1] - The event includes various activities such as online chess, offline bridge games, and community competitions, catering to diverse interests among the elderly [2] Group 2 - The initiative reflects a shift in the aspirations of the elderly, moving from traditional views of aging to a focus on enjoyment, learning, and contribution [1] - The event aims to break stereotypes about the cultural life of the elderly, presenting them in a new light with unique charm and vitality [2] - Activities are designed to combine entertainment with educational experiences, such as themed tours that connect participants with historical and technological discussions [2]

Core Viewpoint - The promotion of Chinese financial culture is essential for the stability and development of the financial industry, enhancing self-discipline among practitioners, reducing risks of violations, and maintaining market order [2][6] Group 1: Importance of Chinese Financial Culture - Chinese financial culture combines Marxist financial theory with excellent traditional Chinese culture, reflecting the era's requirements for financial development in China [1][2] - It serves as a cultural foundation for building a financial power, emphasizing values such as honesty, prudence, and compliance with laws, which are crucial for risk prevention [1][2] Group 2: Role of Thematic Publishing - Thematic publishing is a vital means of promoting Chinese financial culture and guiding financial discourse, helping to disseminate its rich connotations and contemporary value [2][3] - It provides theoretical support for the financial industry by summarizing experiences and forming a unique financial theory system with Chinese characteristics [3][4] Group 3: Strategies for Effective Thematic Publishing - Thematic publishing should adhere to a people-centered approach, ensuring that financial knowledge meets the public's needs and is presented in accessible formats [3][4] - There is a need to enhance content quality by creating impactful works that combine theory with practice and reflect both domestic and international perspectives [4][5] - Innovation in publishing methods and expansion of dissemination channels through digital technologies and social media are essential for reaching a broader audience [4][5] Group 4: Talent Development and International Outreach - Building a professional team is crucial for thematic publishing, requiring the cultivation of talent in financial culture research and enhancing the financial literacy of editorial staff [5][6] - Expanding international outreach is necessary to share Chinese financial stories globally, increasing recognition and understanding of Chinese financial culture [5][6]