时 代 出 版 传 媒 股 份 有 限 公 司 根据《上海证券交易所上市公司自律监管指引第3号-行业信息披露》的相关规定，现将公司2024年度主要业务板块经营数据概况 （经审计）公告如下： | | | | | 销售码洋 | | | | | 营业收入 | | | | 营业成本 | | | | 毛利率(%) | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 项目 | | | | 增长 | | | 增长 | | | | 增长 | | | | | 增长 | | | 2023 | 年度 | 2024 年度 | 率 | 2023 年度 | 2024 年度 | 率 | 2023 | 年度 | 2024 年度 | 率 | 2023 | 年度 | 2024 | 年度 | 率（%） | | | | | | （%） | | | （%） | | | | （%） | | | | | | | 出版业务： | | | | | | | | | | | | | | | | ...

一、主要会计数据和财务指标 | 报告期指标 | 2024年年报 | 2023年年报 | 本年比上年增减(%) | 2022年年报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | 0.5892 | 0.8186 | -28.02 | 0.7109 | | 每股净资产（元） | 0 | 11.76 | -100 | 10.85 | | 每股公积金(元) | 1.43 | 2.4 | -40.42 | 2.39 | | 每股未分配利润(元) | 5.66 | 7.77 | -27.16 | 6.93 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 83.31 | 86.43 | -3.61 | 76.46 | | 净利润(亿元) | 4 | 5.55 | -27.93 | 3.44 | | 净资产收益率(%) | 6.95 | 10.03 | -30.71 | 6.72 | 数据四舍五入，查看更多财务数据>> 二、前10名无限售条件股东持股情况 前十大流通股东累计持有： 52745.39万股，累计占流通股比： 77.79%， ...

Core Insights - The report highlights the ongoing tension between the US and China regarding tariffs, with the US threatening to impose a 50% tariff on Chinese goods, which China firmly opposes [5][8] - The financial regulatory authority has adjusted the investment ratios for insurance funds, allowing for a higher allocation to equity assets and easing restrictions on pension funds [5][8] - The central government has announced financial support for urban renewal projects, with specific funding caps based on regional classifications [5][8] Domestic Market Performance - The Shanghai Composite Index closed at 3,145.55, up 1.58%, while the Shenzhen Component Index closed at 9,424.68, up 0.64% [3] - The average P/E ratios for the Shanghai Composite and ChiNext are 13.20 and 31.47, respectively, indicating a suitable environment for medium to long-term investments [9][14] - The trading volume in the two markets was 16,536 billion, above the three-year average [9][14] International Market Performance - Major international indices showed mixed results, with the Dow Jones down 0.67% and the Nikkei 225 up 0.62% [4] - The S&P 500 and Nasdaq also experienced slight declines of 0.45% and 0.15%, respectively [4] Industry Analysis - The semiconductor industry in China faced a decline of 5.66% in March, while global semiconductor sales continued to grow year-on-year by 17.1% [17][19] - The AI computing chip market is expected to grow significantly, driven by the demand for AI applications, with a projected compound annual growth rate of 50% from 2023 to 2030 [25][30] - The report emphasizes the importance of domestic semiconductor production in light of the US's tariff policies, suggesting a focus on CPU, AI computing chips, and semiconductor equipment [18][19] Investment Recommendations - The report suggests focusing on sectors with high dividend yields and defensive characteristics, such as banking and utilities, while also considering opportunities in the technology sector due to valuation corrections [12][28] - Specific companies in the AI computing chip space, such as Cambrian and Haiguang Information, are highlighted as potential investment opportunities [28]

近日，北京光年无限（图灵机器人）与中文传媒数字出版公司在江西南昌签署战略合作协议，聚焦AI教育、AI出版及AI文旅领域的深度合 作。此次签约标志着双方在推动人工智能技术与出版、教育、文旅产业融合方面迈出了重要一步。 签约仪式上，中文传媒数字出版公司党委书记兼总经理夏阳春先生、副总经理孙中来、陈红，以及胡诚总监、刘斌总监等集团领导出席。 北京光年无限创始人兼CEO俞志晨、战略合作总监李想、产业招商副总经理周雪玲及江西公司总经理水汶等也共同见证了这一重要时刻。 中文传媒数字出版公司隶属于 江西出版传媒集团有限公司 ，是中文天地出版传媒集团股份有限公司（代码：600373）旗下专注于数字出版 业务的核心子公司。依托国企背景，中文传媒以出版和教育业态为基础，结合数字化信息手段，致力于打造一家具有社会责任感和使命感的现 代化数字出版、教育及文旅企业。 签约仪式后，北京光年无限（图灵机器人）与中文传媒数字出版公司将成立专项工作小组，紧密配合，加速推进教育、出版、文旅场景的 AI技术与产品方案落地，为行业科技创新和高质量发展注入新动能。 【图灵机器人概况】 1、AI教辅出版：基于图灵机器人在AI教辅出版行业的技术商业化案例 ...

Core Points - Liang Chaoyang has been removed from the position of Chairman of the Board of Reader Publishing Media Co., Ltd. due to a personnel decision by the Gansu Provincial Government [1] - Liang Chaoyang has submitted his resignation from all positions within the company, including Director and Chairman, effective immediately upon delivery to the Board [1] - The company will follow its articles of association and relevant regulations to promptly elect a new Director and Chairman [1] Summary by Sections - **Announcement of Resignation** - The company confirms that Liang Chaoyang has been relieved of his duties as Chairman by the controlling shareholder, Reader Publishing Group [1] - The decision was made in accordance with state-owned enterprise personnel management regulations [1] - **Impact on Company Operations** - Liang Chaoyang's departure will not reduce the number of Board members below the minimum required by the company's articles of association [1] - The normal operation of the Board will not be affected by this change [1] - **Acknowledgment of Contributions** - The Board expresses gratitude for Liang Chaoyang's contributions during his tenure, highlighting his diligence and commitment to the company's development [2]

Group 1 - The U.S. government has announced a 10% "minimum benchmark tariff" on trade partners, with some partners facing higher tariffs, which has prompted mixed responses from companies in various sectors [1] - Companies in the home appliance and power equipment sectors have stated that the impact of U.S. tariff policies on their operations is limited, viewing it as an opportunity to expand into emerging markets [1] - According to a report by Founder Securities, while there is increased downward pressure on exports due to tariff policies, the long-term global competitive advantage of the export chain remains intact, indicating strong resilience in domestic exports [1] Group 2 - Domestic demand-driven industries such as food and beverage and publishing have shown significant resilience against tariff impacts, with companies like Dongpeng Beverage achieving 100% domestic procurement and production [2] - Leading publishing companies have reported minimal effects from U.S. tariffs as their main operations and raw materials are sourced domestically [2] - The steel industry is managing potential risks through supply-side adjustments, with limited impact from U.S. tariffs due to small export volumes to the U.S. [2] Group 3 - Export-oriented industries are adapting to tariff pressures through capacity transfer, market diversification, and technological upgrades, with companies like Ningbo Bowei Alloy establishing production bases in the U.S. and Vietnam to mitigate tariff impacts [3] - The pesticide and fertilizer sector is viewing U.S. tariffs as a growth opportunity, with companies planning to increase exports to regions like South America and Europe due to gaps left by competitors [3] - In the semiconductor industry, companies are diversifying their supply chains and focusing on domestic alternatives to reduce reliance on U.S. markets, with limited direct sales to the U.S. [3] Group 4 - Some companies in design and testing phases report minimal direct impact from tariffs due to low export ratios to the U.S., although downstream clients may experience cost pressures [4] - The value of the testing phase in chip production is relatively low, and the origin determination typically does not rely on this phase [4] Group 5 - Companies are shifting from passive responses to proactive upgrades, focusing on technological innovation, brand building, and global expansion to reshape their positions in the global supply chain [6] - A leading home appliance company has adjusted its production to comply with the USMCA, resulting in negligible cost impacts from tariffs on its U.S. sales [6] - A major automotive company has proactively reduced its exports to the U.S. in response to anticipated tariffs, indicating limited overall impact on its export business [6]

重要公告： 东兴证券：2024年净利润同比增加88.39% 圣农发展：拟11.26亿元收购太阳谷54%股权 时代新材：一季度签署约19.8亿元风电叶片合同 长安汽车：3月销量为26.81万辆同比增长3.48% 岭南股份：新增4.47亿元债务逾期 沪市重要公告： 时代新材：一季度签署约19.8亿元风电叶片合同 时代新材（600458）4月3日晚间公告，公司2025年1月1日—3月31日与风电各大主机厂（简称"买方"） 签订《叶片销售合同》。公司向买方销售叶片及相关服务，合同金额总计约合19.8亿元（含税价）。 东安动力：一季度获51项新市场定点协议 东安动力（600178）4月3日晚间公告，2025年一季度，公司新市场开发共获取26家企业的51项新市场 《定点协议》，其中全新开发客户9家。上述项目预计生命周期为5—10年，总销量预计150万台，其 中，涉及新能源新市场项目12项，规划销量预计100万台。公司将严格按照双方约定的协议、新市场项 目进度，完成产品搭载、产品供应等工作。 读者传媒：梁朝阳不再担任公司董事长 读者传媒（603999）4月3日晚间公告，近日，控股股东读者出版集团有限公司（简称"读者集团"） ...

"买书送大葱（聪明）和芹菜（勤奋）了！" 在刚刚过去的周末 2025北京图书市集·春季场如约而至 倒春寒的三月天 书摊前却依旧人头攒动 据统计 北京图书市集·春季场 四天人流量超过4.8万人次 摊位总流水破千万 和往年有些不同的是 今年场馆里的读者们手里捧着的 不仅有待拆封的新书 还有不少循环阅读的旧书 以及蔬菜和鲜花 读书正在与一种更为广阔的生活方式相连接 本届图书市集 依然由首创郎园与新京报书评周刊联袂推出 以"当书脊隆起山脉"为主题 当翻过书脊的山峰 我们将在阅读中走入新一年的春天 在本次图书市集上 《新京报书评周刊》2024年的全年合订本 过去一年我们在报纸专题中"种草"过的好书 也在线下和大家正式见面 此次书展都被毫无保留地推荐给读者们 作为活动的主办方之一 书评周刊为此精心设置了春季图书特展 在展出好书之外 《春晖》《理性的命运》《荒野之境》《贩卖过去的人》…… 我们也希望能更好地提炼这些书籍 传递日常生活的"治愈力" 在展板的一侧 我们设计了"沾沾书香"主题的互动活动 读者可以自由选取这些个性化书签 这些书签上的文字都来自我们过去的报纸专题 是编辑记者们的智慧与心血 也是他们希望能与读者们分享的 ...

Core Insights - The event held on March 28 recognized authors of the "Zhejiang Media Good Books" and highlighted the achievements of Zhejiang Publishing United Group in promoting high-quality publishing and cultural investment [1][2]. Group 1: Publishing Achievements - Zhejiang Publishing United Group has focused on three main businesses: publishing and distribution, cultural investment, and property management, emphasizing high-quality development in publishing [2]. - Since its inception in 2018, the "Zhejiang Media Good Books" selection has recognized 92 outstanding works, showcasing the group's achievements under its publishing strategy [2]. - Notable publications have received prestigious awards, including the "Five One Project" award and the China Publishing Government Award, reflecting the impact of these cultural products [2]. Group 2: Featured Publications - The latest selection of 15 "Zhejiang Media Good Books" for 2024 includes works that address significant themes and contemporary issues, such as "The Birth of the First Constitution of the People's Republic of China" and "Chinese-style Modernization" [4]. - The selected books also explore historical narratives and innovative traditional themes, catering to various audiences, including youth literature and popular science [4]. Group 3: Author Engagement and Cultural Promotion - Authors discussed the direction of publishing, emphasizing the importance of exploring Zhejiang's cultural resources and fostering cross-disciplinary collaboration [4]. - The event included discussions on how to make archaeological findings accessible to the public and the role of publishing in cultural transmission [5][6]. - Authors participated in book signing events and reading activities across Zhejiang, promoting their works and engaging with readers [8].

Core Viewpoint - The article emphasizes that despite the volatility in the A-share market over the past four years, there has been a bull market for undervalued, high cash flow, and high dividend stocks, particularly among state-owned enterprises, with 30% of these stocks doubling in value [2][5]. Group 1: Market Performance - Over the past four years, 30% of state-owned enterprise dividend stocks have seen their prices more than double, with 90% reaching new highs since February 2021 [2][6]. - Specific sectors such as ports, highways, publishing, and construction have shown significant growth, with stocks like Tangshan Port increasing by 145% and maintaining a dividend yield of 4.77% [5][6]. Group 2: Investment Strategy - Investors are advised to focus on understanding their companies rather than trying to time the market, as this can lead to missed opportunities and costly mistakes [3][8]. - The article references Graham's perspective that many investors fail to profit because they chase market signals rather than focusing on the fundamentals of the companies they invest in [9][10]. Group 3: Company Analysis - The article highlights that companies with low valuations and strong balance sheets have been successfully identified by the market, leading to substantial price increases [5]. - In the publishing sector, companies like Phoenix Media and Shandong Publishing have also seen their earnings per share rise significantly, with dividend yields above 4% [6].