证券代码：600037 证券简称：歌华有线 公告编号：临 2025-021 北京歌华有线电视网络股份有限公司 北京歌华有线电视网络股份有限公司（以下简称"公司"）拟于 2025 年 5 月 相结合的表决方式，具体内容详见公司于 2025 年 4 月 25 日在上海证券交易所网 站（www.sse.com.cn）披露的《公司关于召开 2024 年年度股东大会的通知》（公 告编号：临 2025-020）。 为更好地服务广大中小投资者，确保有投票意愿的中小投资者能够及时参会、 便利投票，公司拟使用上证所信息网络有限公司（以下简称"上证信息"）提供 的股东大会提醒服务，委托上证信息通过智能短信等形式，根据股权登记日的股 东名册主动提醒股东参会投票，向每一位投资者主动推送股东大会参会邀请、议 案情况等信息。投资者在收到智能短信后，可根据《上市公司股东会网络投票一 键通服务用户使用手册》 （下载链接：https://vote.sseinfo.com/i/yjt_help.pdf） 的提示步骤直接投票，如遇拥堵等情况，仍可通过原有的交易系统投票平台和互 联网投票平台进行投票。 若广大投资者对本次服务有任何意见或建议，可通过 ...

Group 1 - Huate Gas plans to reduce its shareholding by up to 2% through block trading from June 9, 2025, to September 8, 2025, totaling no more than 2.4 million shares [1] - Huazhong Co. reported April sales of 208,200 pigs, with a revenue of 375 million yuan, showing a month-on-month decrease of 4.28% [2] - Haizheng Biomaterials intends to reduce its shareholding by up to 1% starting from June 9, 2025, due to funding needs [3] Group 2 - Lisheng Sports plans to repurchase shares worth between 20 million and 40 million yuan for employee stock ownership plans [5] - Hongjing Technology signed a service contract worth 563 million yuan for a smart computing project, lasting five years [6] - Ugreen Technology aims to participate in the pre-restructuring of Zhongzhi Real Estate, targeting 100% equity acquisition [8] Group 3 - Jingquan Hua plans to reduce its shareholding by up to 1.67% starting from June 6, 2025 [9] - New Times plans to reduce its shareholding by up to 0.3% starting from June 6, 2025 [10] - Baofeng Energy intends to repurchase shares worth between 1 billion and 2 billion yuan, with a maximum price of 22.80 yuan per share [10] Group 4 - Yuanli Co. plans to reduce its shareholding by up to 3% starting from June 6, 2025 [14] - Huakai Yibai intends to reduce its shareholding by up to 3% starting from June 6, 2025 [15] - Guangshengtang's innovative hepatitis B drug GST-HG131 has completed Phase II clinical trials, showing significant efficacy [17] Group 5 - Electric Media plans to invest 115 million yuan in a cultural technology venture capital fund, which has a total expected scale of 2 billion yuan [21] - China Merchants Port reported a total of 17.059 million TEUs in April, a year-on-year increase of 6% [23] - Changguang Huaxin plans to reduce its shareholding by up to 2% starting from June 9, 2025 [25] Group 6 - Huace Film plans to reduce its shareholding by up to 1.11% starting from June 6, 2025, to reduce debt [26] - BeiGene's HHLR Fund reduced its shareholding from 6.03% to 4.89% after selling 16 million shares [27] - Heertai plans to reduce its shareholding by up to 2.05% starting from June 6, 2025 [28] Group 7 - Biyin Lefen's director plans to reduce his shareholding by up to 491,300 shares starting from June 6, 2025, due to personal funding needs [29]

Core Viewpoint - The article emphasizes the advantages of Hisense's large-screen televisions, particularly the 100-inch models, as ideal gifts for Mother's Day, enhancing the viewing experience for families [1]. Group 1: Product Features - The 100-inch televisions provide an immersive viewing experience that smaller screens cannot match, with vibrant and lifelike images [3]. - Hisense's 100-inch E5Q Pro features a low reflection rate of 1.8%, ensuring clear visibility even in bright light conditions, with a wide viewing angle of 178° [3]. - The 116-inch E8Q Pro model utilizes the H7 AI picture quality chip, which can automatically enhance the quality of older shows, providing optimal clarity [5]. Group 2: Technology and Benefits - The U+MiniLED backlight technology and XDR Pro peak brightness of 7500 nits contribute to rich color depth and detail visibility, establishing Hisense as a leader in ULED AI picture quality [6]. - The large-screen televisions support multi-screen functionality, allowing simultaneous viewing of children's cartoons and adult shows, while also featuring low blue light certification to protect children's eyesight [8]. Group 3: Promotions and Offers - Hisense is offering significant promotions for Mother's Day, including a 20% national subsidy and price protection until June 18, with some models starting at 7599 yuan after subsidies [8]. - The company provides additional services such as free measurement, professional installation, and extended warranty for customers purchasing these large-screen televisions [8].

Core Viewpoint - The upcoming 618 shopping festival has initiated a buying frenzy, with a strong emphasis on purchasing large-screen televisions, particularly 100-inch models, due to their enhanced viewing experience and technological advancements [1]. Group 1: Reasons for Choosing 100-Inch TVs - The new generation of 100-inch TVs has undergone comprehensive upgrades in chip technology, screen quality, and light control, providing an immersive viewing experience [1]. - Brands like Hisense have launched multiple new 100-inch models, creating a "100-inch storm" in the industry, catering to diverse consumer needs [1]. Group 2: Key Selection Criteria for 100-Inch TVs - It is crucial to select a true 100-inch TV, as visual effects may diminish when mounted on walls; a genuine 100-inch model offers superior viewing compared to a 98-inch one [3]. - Screen quality significantly impacts viewing experience; for instance, the Hisense E7N Pro features a custom black crystal screen with a 1.8% ultra-low reflectivity, reducing environmental light interference and enhancing color purity [3]. - High-performance chips are essential for optimal picture quality; the Hisense E8Q Pro, equipped with the H7 AI picture quality chip, enhances color, clarity, and contrast, even improving older low-bitrate content [5]. Group 3: Importance of Refresh Rate and Eye Protection - A high refresh rate is vital for dynamic viewing experiences; the Hisense U8Q boasts a 330Hz dynamic refresh rate, ensuring smooth visuals during fast-paced content [7]. - Eye protection and energy efficiency are increasingly important; Hisense's 100-inch models feature low blue light certification and achieve first-level energy efficiency, offering users a more comfortable viewing experience [9]. Group 4: Market Position and Promotions - Hisense is recognized as the world's leading seller of 100-inch TVs and is the official partner for the 2025 FIFA Club World Cup, underscoring its brand strength [9]. - Current promotions include a 20% national subsidy, with some models priced as low as 7,599 yuan after subsidies, along with free installation and extended warranties, making it an opportune time for consumers to upgrade their televisions [9].

紧急提醒！ 如今，中央汇金再次出手，将目光锁定6家极具成长潜力的企业。这些企业均为各自领域的龙头，在未 来市场中极可能成为耀眼之星： 第一家：国电电力 业务多元化，在水电领域有一定规模和发展，且在核电方面有技术研发和商用化探索。 最近，国家金融监督管理总局、中国证券监督管理委员会宣布了"一揽子金融政策支持稳市场稳预期"的 系列政策措施。 中央汇金，妥妥的副部级央企，今年年初，三大AMC并入中投，中央汇金的资产规模将超过10万亿 元。 而作为顶级投资机构，中央汇金的投资眼光屡次得到市场验证。 例如，2016年中央汇金重仓恒瑞医药，恒瑞股价一度暴涨8倍； 在北方华创仅10元时重仓出手，随后股价飙升至495元，回报率让人惊讶！ 第二家：歌华有线 拥有全球规模最大的高清交互数字电视平台，通信基建类"稳健型资产"。 第三家：申能股份 同时深耕天然气和电力两大领域，在上海地区燃气业务中占据主导地位。 第四家：中恒集团 心脑血管及肿瘤治疗药品具有较强影响力，低估值医药资产，未来具估值修复潜力。 第五家：苏州高新 苏州高新区政府旗下唯一A股上市公司，新兴产业投资运营和产城综合开发服务商。 第六家：全球最大工业索具制造商：需知 ...

序号股东名称持股比例1福建颐爱佳康养产业发展有限公司100% 经营范围含组织文化艺术交流活动；摄像及视频制作服务；咨询策划服务；广告设计、代理；数字文化 创意内容应用服务；数字内容制作服务（不含出版发行）；电影摄制服务；平面设计；广告制作；广告 发布；数字广告制作；社会经济咨询服务；会议及展览服务；数字创意产品展览展示服务；市场营销策 划；文艺创作；企业形象策划；信息咨询服务（不含许可类信息咨询服务）；健康咨询服务（不含诊疗 服务）；互联网销售（除销售需要许可的商品）；专业设计服务；信息系统集成服务；信息技术咨询服 务；软件开发；企业管理；企业管理咨询。（除依法须经批准的项目外，凭营业执照依法自主开展经营 活动）许可项目：互联网信息服务；出版物互联网销售；网络文化经营。（依法须经批准的项目，经相 关部门批准后方可开展经营活动，具体经营项目以相关部门批准文件或许可证件为准）。 天眼查App显示，近日，厦门颐程佳传媒有限公司成立，法定代表人为朱海波，注册资本200万人民 币，由福建颐爱佳康养产业发展有限公司全资持股。 来源：金融界 企业名称厦门颐程佳传媒有限公司法定代表人朱海波注册资本200万人民币国标行业文化、 ...

证券代码：000156 证券简称：华数传媒 华数传媒控股股份有限公司投资者关系活动记录表 2、公司三大业务板块发展情况？ 编号：2025-008 | 投资者关系 | □特定对象调研 □分析师会议 | | --- | --- | | 活动类别 | ■业绩说明会 □媒体采访 | | | □新闻发布会 □路演活动 | | | □现场参观 □其他 | | 活动参与人员 | 线上投资者 | | 时间 | 2025 年 5 月 13 日 15:00-17:00 | | 地点 | 全景网"投资者关系互动平台"（https://ir.p5w.net） | | 形式 | 线上交流 | | 上市公司接待 | 董事长鲍林强、董事兼总裁乔小燕、财务总监车通、副总裁兼董事 | | 人员姓名 | 会秘书洪方磊、独立董事鞠宏磊 | | | 一、董事长致辞 | | | 欢迎各位参加华数传媒本次浙江辖区上市公司投资者网上集体 | | | 接待日主题活动暨2024年度业绩说明会。在此，我代表华数传媒，对 | | | 各位的积极参与表示最热忱的欢迎和最衷心的感谢！此次活动，我 | | | 们将在公司经营情况、未来发展战略等方面与各位投资者进行互动 ...

证券研究报告 | 行业深度 | 家用电器 如何看待小米大家电 2025 年的增长持续性？ ——家用电器行业深度报告 投资要点 2024 年小米白电规模大幅增长，黑电经营质量提升 2024 年小米智能大家电收入同比增长 56.4%；其中空调出货量 680 万台，同比增长超 50%。2024 年小米品牌电视线上零售均价同比增长 57%（奥维云网），价格指数大幅提 升，并且红米电视线上零售市场份额提升显著。我们认为小米 2024 年在家电领域的成 功来自于：1）天时：顺应消费降级趋势；2）地利：薄利多销的打法、持续差异化产品 创新的能力、造车及企业家 IP 引流的营销方式；3）人和：改造大家电事业部，家电 在人车家全生态战略地位提升。 2025 年空调：中低端市场竞争加剧，小米向更高价格带寻求突破。 1）2025 年国补政策有所调整，空调释放销量弹性，但预计价格弹性不大。线上 2100~2700 元核心价格带竞争加剧。本轮国补一个消费者至多可以补贴三台空调，因 此空调量增明显，25 年国补以来，冰箱、洗衣机、空调线上销量同比-7%、+1%、+6%， 空调跑赢其他白电；但 25Q1 空调线上零售均价同比-3%，反映当 ...

Group 1 - Vidda TV has entered the top two in the domestic online TV market by the first quarter of 2025, following its rise to the top five in 2023 [1] - The growth of Vidda TV is attributed not only to sales data but also to learning from competitors skilled in marketing [1] - The company emphasizes the importance of adhering to laws and regulations in future marketing activities, respecting competitors, and maintaining a fair market environment [1]

2025 年 5 月 12 日 每日市场观察 中证全指开盘后小幅下跌，随后低位震荡盘整至收盘。沪指与深成指同 样收跌，其中沪指盘面分化明显，大盘股走势明显更强。板块方面，公 共事业、银行、能源等领域涨幅居前，前期热点军工、科技、消费等领 域调整明显。由于中证全指已回补上方缺口，故资金暂时回归防御风格 也属正常。 深成指和创业板指尚未补完缺口，因此后续仍有机会。短线来看，军工 板块博弈加剧，但考虑到推动板块的外部事件影响深远，因此仍然值得 跟踪关注。消费及科技领域相关利好具有一定确定性，对短线资金的吸 引力可能会有所降低。但对比中外同类板块估值，A 股相关领域仍有提 升空间，可留意长线机会。 以军工板块近期热点为视角，可窥探今后国内市场部分投资逻辑将出现 本质变化，内部主导有望逐步取代外部追随。当前有不少资金仍保留传 统思路，可能会带动市场博弈加剧。短线机会有望增多，同时难度也会 提升。长线对比估值，机会始终存在。 【市场回顾】 市场概况：5 月 9 日，市场全天震荡调整，创业板指领跌截至收盘，沪 指跌 0.3%，深成指跌 0.69%，创业板指跌 0.87%。 【今日关注】 【资金面】 主力资金流向：5 月 9 ...