截至2025年6月13日收盘，电声股份（300805）报收于10.76元，较上周的10.46元上涨2.87%。本周，电 声股份6月11日盘中最高价报11.58元。6月10日盘中最低价报10.42元。电声股份当前最新总市值45.65亿 元，在广告营销板块市值排名19/29，在两市A股市值排名3166/5150。 电声股份进行了2024年年度权益分派，以截至2025年3月31日公司总股本424,253,592股为基数，向全体 股东每10股派发现金股利人民币0.2元（含税），合计派发现金股利8,485,071.84元，不送红股，不进行 资本公积金转增股本。本次权益分派股权登记日为2025年6月16日，除权除息日为2025年6月17日。 此外，电声股份完成了工商变更登记及备案，注册资本由人民币423,230,000元变更为人民币424,253,592 元，并取得了广州市市场监督管理局换发的《营业执照》。公司的基本登记信息包括：统一社会信用代 码914401015505981158，名称为广东电声市场营销股份有限公司，法定代表人为梁定郊，注册资本为肆 亿贰仟肆佰贰拾伍万叁仟伍佰玖拾贰元人民币，成立日期为2010年02月 ...

Group 1 - The company Guangdong Province Advertising Group Co., Ltd. has approved a profit distribution plan for the year 2024, which includes a cash dividend of RMB 0.18 per 10 shares, totaling RMB 31,380,068.31 [1][2] - The total share capital of the company is 1,743,337,128 shares, and the cash dividend will be distributed to all shareholders based on this figure [1][2] - The dividend will be subject to different tax rates for various categories of shareholders, with specific provisions for Hong Kong investors and domestic investors [1][2] Group 2 - The record date for the dividend distribution is set for June 19, 2025, after the close of trading on the Shenzhen Stock Exchange [1] - The cash dividends will be directly credited to the shareholders' accounts through their respective securities companies on June 20, 2025 [2] - The company has provided contact information for inquiries regarding the dividend distribution [2]

Investment Rating - The report maintains a "Buy" rating for key companies in the media sector, including 吉比特 (G-bits), 恺英网络 (Kying Network), and 姚记科技 (Yaoji Technology) [8][19][31]. Core Insights - The media industry has shown a weekly increase of 2.59%, ranking 7th among various sectors, outperforming the Shanghai Composite Index and the CSI 300 Index [2][11]. - The AI sector continues to thrive, with significant growth in subscription revenues for products like ChatGPT, which reached an annualized revenue of $1.25 billion, reflecting a 20% month-over-month increase [3][23]. - 吉比特's new game, 《杖剑传说》, has entered the iOS bestseller list, ranking 11th, indicating strong market performance [4][31]. - The film industry saw a total box office of 460 million yuan during the Dragon Boat Festival, a year-on-year increase of 20.1%, with the top film, 《碟中谍 8：最终清算》, grossing 191 million yuan [39][41]. Summary by Sections Market Performance - The media sector's weekly performance from May 31 to June 7 shows a 2.59% increase, with the gaming sector leading at 4.12% [11][19]. - Key stocks such as ST 联合 and 湖北广电 saw significant gains, with increases of 21.36% and 20.41% respectively [19][20]. AI Sector - In May 2025, ChatGPT's annualized subscription revenue reached $1.25 billion, with a 14.38% year-over-year growth [23][24]. - Chinese AI applications like 百度网盘 and 夸克 ranked among the top ten globally in monthly active users, with 百度网盘 reaching 153.14 million users [25][28]. Gaming Sector - 吉比特's new game, 《杖剑传说》, has achieved notable success, ranking 11th on the iOS bestseller list as of June 5 [31][32]. - The gaming market continues to show robust performance, with major titles like 《王者荣耀》 and 《和平精英》 leading the sales charts [31][32]. Film Sector - The total box office for the Dragon Boat Festival reached 460 million yuan, with a significant contribution from the top film, which accounted for 41.5% of the total box office [39][41]. - Over 60 films have been scheduled for the upcoming summer season, indicating a strong pipeline for the film industry [39][41].

Core Viewpoint - The company, BlueFocus Communication Group Co., Ltd. (蓝色光标), has announced plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global strategy and capital operations [1][2]. Group 1: Company Actions - The company held its 19th meeting of the sixth board of directors on June 6, 2025, where it approved the proposal for issuing H-shares and listing on the Hong Kong Stock Exchange [1][2]. - The issuance and listing are part of the company's strategy to develop a global presence and support its dual circulation economic framework [1]. - The company plans to complete the issuance and listing within 24 months of shareholder approval, subject to regulatory approvals [1]. Group 2: Financial Performance - The company's revenue for the years 2022 to Q1 2025 was reported as follows: 366.83 billion, 526.16 billion, 607.97 billion, and 142.58 billion [2]. - The net profit attributable to shareholders for the same period was -21.75 billion, 1.17 billion, -2.91 billion, and 0.96 billion [2]. - The net cash flow from operating activities showed a decline, with figures of 10.80 billion, 6.33 billion, 0.90 billion, and -12.99 billion [2]. - As of the end of Q1 2025, the company's cash and cash equivalents amounted to 29.89 billion, down from 41.92 billion at the end of the previous year [3].

4月29日公司发布的一季报数据显示，一季度公司共实现营业总收入6.85亿元，同比增长15.41%，实现 净利润0.25亿元，同比下降13.74%。（数据宝） 近日该股表现 元隆雅图再度涨停，7个交易日内录得4个涨停，累计涨幅为21.29%，累计换手率为142.40%。截至 9:35，该股今日成交量1479.88万股，成交金额2.77亿元，换手率6.32%。最新A股总市值达50.30亿元， A股流通市值44.97亿元。 龙虎榜数据显示，该股因连续三个交易日内，涨幅偏离值累计达20%、日跌幅偏离值达7%、日换手率 达20%、日涨幅偏离值达7%、日振幅值达15%上榜龙虎榜3次，买卖居前营业部中，机构净卖出4483.76 万元，营业部席位合计净卖出826.58万元。 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.06.06 | -5.98 | 24.42 | -7184.22 | | 2025.06.05 | 10.02 | 15.41 | 22992.24 | | 2025.06.04 | -7.71 | 26.6 ...

投资评级：看好（维持） 行业走势图 58% 传媒 沪深300 2025 年 06 月 08 日 数据来源：聚源 -29% -14% 0% 14% 29% 43% 2024-06 2024-10 2025-02 相关研究报告 《模型与应用再升级，新游表现亮眼， 继续布局 AI 、 IP — 行业周报》 -2025.6.2 《AI 社交应用不断推新，IP 产业资本 化、多元化加快 — 行 业 周 报 》 -2025.5.25 《多模态 AI 继续迭代，IP 产业资本化 或加快—行业周报》-2025.5.18 关注火山引擎原动力大会，聚焦 AI 应用及 IP 商业化 ——行业周报 | 方光照（分析师） | 田鹏（分析师） | | --- | --- | | fangguangzhao@kysec.cn | tianpeng@kysec.cn | | 证书编号：S0790520030004 | 证书编号：S0790523090001 | tianpeng@kysec.cn 证书编号：S0790523090001 火山引擎原动力大会及苹果 WWDC25 将举行，快手可灵 AI 商业化加快 6 月 11-12 日，字节跳 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [2] Core Insights - The report highlights the ongoing competition among global tech giants in multi-modal models, agents, and edge AI, with a notable acceleration in the commercialization of video generation models, which is expected to expand the market space for multi-modal AI applications and drive demand for computing power [5] - The report emphasizes the strong performance of several new games and the potential for IP content and trendy products to enhance the financial performance of related companies [6] Summary by Sections Industry Data Overview - "Dragon Soul Traveler" ranks first in the iOS free chart in mainland China, while "Honor of Kings" holds the top position in the iOS revenue chart [13][17] - The film "Mission: Impossible 8: Final Settlement" achieved the highest box office for the week, grossing 2.05 billion [27] Industry News Overview - The report discusses the continuous breakthroughs and expansions in AI, including the release of new AI models and frameworks by major companies [33][34] - OceanBase has integrated with over 60 AI ecosystem partners, enhancing its capabilities in AI application development [33] - Alibaba's Tongyi Lab introduced a new visual RAG framework, improving multi-modal reasoning capabilities [34] Company Recommendations - Key recommendations include focusing on companies benefiting from AI developments, such as Kuaishou-W, Tencent Holdings, and others in various sectors like AI virtual companionship, AI animation, and AI education [5] - The gaming sector continues to be a focal point, with recommendations for companies like Xindong Company, KAE, and others based on their recent game performances [6]

Core Insights - The article highlights the innovative marketing strategies of Guangzhou Impact Advertising Co., led by founder Huang Yifei, who emphasizes the importance of emotional engagement in marketing [1][11] - Huang Yifei, born in 1995, identifies the gap between traditional advertising and the younger generation, leading to the establishment of his company in 2021 [1][11] Group 1: Marketing Philosophy - Huang Yifei believes that the key advantage of Gen Z entrepreneurs is their ability to "naturally break boundaries" in marketing [1] - The company's name, "Impact," reflects its marketing philosophy of creating strong emotional "impacts" rather than subtle influences [1] - In an era of information overload, the company aims to create high-intensity marketing stimuli to capture attention [1] Group 2: Expanding Marketing Scenarios - Huang defines marketing scenarios as every moment where user attention is captured, not limited to physical advertising spaces [3] - Successful campaigns include a collaborative project in Chengdu that revitalized an old courtyard, integrating local culture and community engagement [3] Group 3: Cross-Industry Collaborations - The collaboration between KFC and Little Swan showcases a creative marketing approach that addresses the needs of young families [5] - The partnership effectively combines the strengths of both brands to resonate with the "lazy economy" and "quality living" trends [5] Group 4: Emotional Marketing Techniques - Huang emphasizes that successful marketing is fundamentally about winning over emotions [9] - The company has developed a three-layer operational system to amplify user emotions, as demonstrated in a public welfare project for children in rural areas [9] Group 5: Future of Marketing with AI - Huang expresses a forward-thinking perspective on the role of AI in marketing, viewing it as a reconstruction of marketing logic rather than just a tool upgrade [10] - The company is developing an "emotional computing engine" to analyze social media data for identifying emotional triggers [10] Group 6: Redefining Influence - Huang is redefining how influence is generated in marketing, focusing on deep emotional resonance rather than broad coverage [11] - The company is exploring the integration of AR interactions into everyday life, demonstrating adaptability in a rapidly changing marketing landscape [11]

Investment Rating - The report maintains a "Buy" rating for the industry [5] Core Insights - The media industry saw a weekly increase of 1.74% from May 24 to May 30, 2025, ranking 6th among industries, while the Shanghai Composite Index fell by 0.03% [12][18] - The Chinese gaming market reached a size of 27.351 billion yuan in April 2025, showing a year-on-year growth of 21.93% and a month-on-month increase of 2.47% [25][27] - The film industry generated a total box office of 208 million yuan in the latest week, with "Lilo & Stitch" leading the box office [36][37] Summary by Sections Market Performance - The media industry (Shenwan) increased by 1.74%, outperforming the Shanghai Composite Index which decreased by 0.03% [12] - Notable performers included Yuanlong Yatu, Times Publishing, and Youzu Network, with respective weekly increases of 30.90%, 21.67%, and 15.84% [18][19] Industry Key Data AI Applications - Kuaishou's Q1 performance showed a global user base of over 22 million for its AI product, with quarterly revenue reaching 150 million yuan [2] Gaming Data - The mobile gaming market in April 2025 was valued at 20.424 billion yuan, with a year-on-year growth of 28.41% [25] - The overseas revenue from self-developed games reached 1.554 billion USD, marking a year-on-year increase of 9.62% [25] Film Data - The top three films in the latest week were "Lilo & Stitch," "Dumpling Queen," and "Hunter's Game," with respective box office earnings of 81.44 million yuan, 33.29 million yuan, and 29.23 million yuan [36][37] Industry Key Events and Announcements - Kuaishou launched the Tian Gong Super AI APP, marking a significant step in AI applications [42] - Tencent released a voice model for its Claude chatbot, enhancing user interaction capabilities [42]

中国营销行业AI应用丨研究报告 AI营销正进入到以"人"为颗粒度的个性化营销时代 营销5.0阶段兼具前几个营销阶段特征，技术赋能基础上搭建更为高级的营销框架，应用"类人技 术"在整个消费者体验过程中创造、传播较符合提升价值的活动。也是在此阶段，AI营销概念进入 探索期。发展到今天，AI营销进入到普及期，品牌及服务商创建专属营销大模型，由AI生成的多 模态广告内容形式更多样、ROI大幅提升，产品使用门槛大幅降低，未来会生成以"人"为颗粒度的 个性化营销，真正做到"千人千面"营销内容。 核心摘要： 人工智能（AI）技术的迅猛发展，为营销行业的数字化转型注入了新的活力，推动营销从赋能走向全能，开 启了一场深刻的变革。AI营销已成为业界关注的焦点，其核心在于突破传统营销的局限，构建全新的营销机 制，为品牌传播打造高效、精准、个性化的新型业务模式。具体而言，AI与营销的融合表现在营销生产力、 应用策略和组织、流程等多方面的适配与调整。本报告为帮助市场更清晰地了解当前AI营销市场发展的脉 络，认识AI营销业务链路变革、探究应用实践场景多样性及价值，并针对营销生态的发展、AI技术发展相关 延伸问题展开探讨。 AI营销概念及 ...