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中国图书亮相西班牙国际图书博览会
Xin Hua Wang· 2025-10-10 02:32
校。 中国教育出版传媒集团等还举办了"中西AI赋能教育创新交流会",浙江少儿出版社和山东文艺出版 社举行了出版作品西班牙语版权签约,以及中西智利三方版权洽谈会等一系列活动。 西班牙国际图书博览会于1983年由西班牙出版商联合会创办,已成为西班牙及全球西语国家最具影 响力的书展之一。 10月8日,中国驻西班牙大使馆、西班牙华苑中文学校、西班牙知华讲堂等代表在"中国书架"落成仪式 上剪彩。张宇恒 摄 展会期间,以提升中华文化国际影响力、讲好中国故事为宗旨的"中国书架"项目落户西班牙华苑中 文学校,便于海外中文学习者获取优质中文图书,这也是该项目自2018年启动以来首次落户海外中文学 参观者在中国图书展台翻阅书籍。张宇恒 摄 新华网马德里10月10日电(张宇恒)为期三天的第43届西班牙国际图书博览会9日在首都马德里落 下帷幕,来自50多个国家和地区的近500家展商参展。中国参展单位携千余种精品图书在展会亮相。 中国教育出版传媒集团、人民出版社等14家出版单位组成的中国书展代表团重点展示了中国主题精 品图书、纪念中国人民抗日战争暨世界反法西斯战争胜利80周年图书、中华优秀传统文化图书、中国原 创科幻图书、2025年中 ...
读客文化10月9日获融资买入651.54万元,融资余额1.07亿元
Xin Lang Cai Jing· 2025-10-10 01:28
资料显示,读客文化股份有限公司位于上海市闵行区申长路1588号16号,成立日期2009年5月27日,上 市日期2021年7月19日,公司主营业务涉及图书的策划与发行及相关文化增值服务。公司主要产品或服 务包括纸质图书业务、数字内容业务、版权运营业务和新媒体运营业务。主营业务收入构成为:纸质图 书82.16%,数字内容17.69%,版权运营0.10%,推广服务等0.05%。 10月9日,读客文化跌1.65%,成交额4562.12万元。两融数据显示,当日读客文化获融资买入额651.54 万元,融资偿还333.35万元,融资净买入318.20万元。截至10月9日,读客文化融资融券余额合计1.07亿 元。 融资方面,读客文化当日融资买入651.54万元。当前融资余额1.07亿元,占流通市值的2.79%,融资余 额超过近一年80%分位水平,处于高位。 融券方面,读客文化10月9日融券偿还0.00股,融券卖出0.00股,按当日收盘价计算,卖出金额0.00元; 融券余量0.00股,融券余额0.00元,超过近一年70%分位水平,处于较高位。 截至7月18日,读客文化股东户数1.73万,较上期增加2.84%;人均流通股1600 ...
山东出版(601019):具备独特的文化资源禀赋 创新业务有看点
Xin Lang Cai Jing· 2025-10-09 14:34
出版子板块的高分红属性突出,稳定性在传媒板块中突出。出版作为牌照行业,龙头公司毛利率整体在 30%-40%之间,净利率为10%左右,ROE 普遍在8%以上。出版板块的行业竞争格局较为清晰,基本每 个省都有1 家或以上的出版集团,兼具出版、发行的功能,除正常的图书出版之外,教材、教辅的出 版、发行业务是出版标的普遍的主营业务之一。 投资建议:考虑到山东出版的龙头地位,以及业务的特色、创新点,我们预判其经营的稳健性与扎实性 突出。我们预计公司2025-2027 年分别实现归母净利润16.74/17.81/18.71 亿元,对应PE 分别为10/9/9 倍。首次覆盖,给予公司"推荐"评级。 风险提示:教材教辅市场的政策性变化、新出生人口持续低于预期、AI 等技术投入增加的成本费用超 预期的风险。 出版主业,打造鲁版图书品牌矩阵;教育出版,巩固服务优势,拓展产品业务渠道,构建教育出版"研 发-出版-发行-服务"全产业链条;充分发挥书店集团发行主渠道作用,打造特色阅读品牌的同时,挖掘 传统文化、红色文化和地域特色,定制化开发符合市场需求的研学产品。 科技赋能驱动数智融合。1)融合出版社和书店集团新媒体营销力量,打造新媒 ...
荣信文化:累计回购公司股份814000股
Zheng Quan Ri Bao· 2025-10-09 12:41
(文章来源:证券日报) 证券日报网讯 10月9日晚间,荣信文化发布公告称,截至2025年9月30日,公司通过回购专用证券账户 以集中竞价方式累计回购公司股份数量814,000股,占公司总股本的0.96%。 ...
出版板块10月9日跌0.14%,果麦文化领跌,主力资金净流出1254.43万元
Core Insights - The publishing sector experienced a slight decline of 0.14% on October 9, with Guomai Culture leading the drop [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Publishing Sector Performance - ST Huawen (000793) saw a closing price of 2.98, with a rise of 4.93% and a trading volume of 548,200 shares, amounting to a transaction value of 161 million yuan [1] - Zhongwen Online (300364) closed at 28.19, up 3.11%, with a trading volume of 739,100 shares and a transaction value of 2.107 billion yuan [1] - Other notable performers included Zhonghua Media (600373) with a closing price of 10.37, up 2.07%, and Changjiang Media (600757) at 8.66, up 1.76% [1] Capital Flow Analysis - The publishing sector saw a net outflow of 12.54 million yuan from institutional investors and 2.92 million yuan from retail investors, while individual investors contributed a net inflow of 15.46 million yuan [2] - Zhongnan Media (601098) experienced a significant net outflow of 18.84 million yuan from institutional investors, while Zhongwen Online (300364) had a net inflow of 18.10 million yuan [2] - ST Huawen (000793) recorded a net inflow of 15.70 million yuan from institutional investors, despite a net outflow from retail investors [2]
中国图书在印尼国际书展受关注
Ren Min Ri Bao· 2025-10-08 22:11
第四十五届印度尼西亚国际书展近日在雅加达举行,来自20个国家和地区的逾120家展商携数万种图书 共同呈上一场文化盛宴。中国人民大学出版社、高等教育出版社等近20家中国出版机构组团参展,带来 400余种、700余册精品图书,为印尼读者打开一扇走近中国、了解中国的文化窗口。 在中国展台,《习近平著作选读》《习近平谈治国理政》等书籍摆放在醒目位置,不少读者前来咨询、 翻阅。当地读者费萨尔告诉记者,他第一次到中国旅游时就深深震撼于中国各地的发展建设成就,由此 对中国现代化之路产生浓厚兴趣,"此次中国展台展出的图书种类丰富、内容多元,能够深入浅出地介 绍中国的方方面面,将帮助我更好地认识中国"。 中国人民大学出版社带来了"中国式现代化研究丛书"等社科类书籍。该出版社总经理李开龙介绍,出版 社已推动《中国农业农村现代化》《中国互联网公益》《汉字里的国学》三部作品在印尼翻译出 版,"我们希望通过原创出版成果把真实、立体、全面的中国呈现给当地读者。未来也希望引进印尼本 土优秀图书作品到中国。" 多家印尼出版机构也展出了与中国相关的图书。印尼火炬出版基金会展台负责人迪安表示,他们自2019 年起就与中国出版商合作,陆续出版了多 ...
中南传媒(601098):位列全国新书零售市场实洋占有率第一
Xin Lang Cai Jing· 2025-10-08 14:25
Group 1: Industry Overview - The publishing sub-sector exhibits high dividend attributes and stability within the media sector, with leading companies showing gross margins between 30%-40%, net margins around 10%, and ROE generally above 8% [1] - The competitive landscape in the publishing sector is clear, with at least one publishing group in each province, focusing on both publishing and distribution, including textbooks and educational materials as key business areas [1] - The stock price changes in the publishing sub-sector in 2023 are attributed to a market consensus on valuation reassessment, as publishing companies' content copyrights serve as important sources for structured data in the context of AI developments [1] Group 2: Company Profile - Zhongnan Publishing - Zhongnan Publishing is one of the largest leading companies in the publishing sector, with strong core business capabilities across publishing, distribution, printing, media, digital education, and financial services [2] - As of the first half of 2025, Zhongnan Publishing holds a 6.07% market share in the national new book retail market, ranking first, and a 5.25% share in the comprehensive book retail market, ranking second, with a year-on-year increase of 0.05 percentage points [2] - The company ranks first in the education, composition, and arts sectors, second in academic culture, biography, and medicine, and third in music, literature, popular science, maps, and fine arts [2] Group 3: Business Segments - The book publishing segment is the most prominent, with solid construction in both general and specialty book publishing [3] - The distribution segment focuses on "reading," maintaining a leading position in the issuance of themed publications [3] - The digital education segment has seen significant user growth, with platforms like "Beike Net" reaching 8.52 million users and "A+ Education" app having 6.37 million users by mid-2025 [3] Group 4: Financial Projections - Zhongnan Publishing is expected to maintain its leading position, with projected net profits of 1.732 billion, 1.860 billion, and 1.927 billion yuan for 2025-2027, corresponding to PE ratios of 13, 12, and 11 times respectively [3]
中文传媒完成2025年第一期超短融兑付,本息超10亿
Xin Lang Cai Jing· 2025-10-08 09:31
Core Points - The company issued its first ultra-short-term financing bond for 2025, with a total amount of 1 billion yuan and a maturity of 270 days at an annual interest rate of 1.69% [1] - The total amount of principal and interest paid upon maturity reached 1,012,501,369.86 yuan, which was processed by the National Interbank Funding Center [1] - The issuance details were previously announced on January 8 [1]
凤凰传媒(601928)公司跟踪报告:出版主营规模位居板块榜首 经营稳健
Xin Lang Cai Jing· 2025-10-08 00:23
Group 1 - The publishing sub-sector exhibits high dividend attributes and stability within the media sector, with leading companies showing gross margins between 30%-40%, net margins around 10%, and ROE generally above 8% [1] - The stock price changes in the publishing sub-sector in 2023 are attributed to a market consensus on valuation reassessment, as the content copyrights of publishing companies can serve as important sources for data corpus in the context of ChatGPT [1] - In 2024, the market shows a preference for high-dividend sectors, with leading companies in the publishing sector having relatively high dividend yields compared to the media sector [1] Group 2 - Phoenix Media, one of the largest leading companies in the publishing sector, reported a revenue of 7.113 billion yuan (down 1.70% year-on-year) and a net profit of 1.514 billion yuan (up 25.17% year-on-year) in the first half of the year, ranking first in operational scale within the publishing sector [1] - The company’s business segments include publishing, distribution, data services, software services, and film and television, with a focus on youth reading initiatives and educational publishing [2] - The company is expected to achieve net profits of 2.222 billion yuan, 2.366 billion yuan, and 2.477 billion yuan for the years 2025-2027, corresponding to PE ratios of 12, 11, and 11 times respectively [2]
南方传媒(601900)公司跟踪报告:人口大省的“地利”优势极为突出
Xin Lang Cai Jing· 2025-10-08 00:23
Group 1 - The publishing sub-sector exhibits high dividend attributes and stability within the media sector, with leading companies showing gross margins between 30%-40%, net margins around 10%, and ROE generally above 8% [1] - The stock price changes in the publishing sub-sector in 2023 are attributed to a market consensus on valuation reassessment, as publishing companies' content copyrights can serve as important sources for structured data in the context of AI [1] - In 2024, the market favors high-dividend sectors, with leading companies in the publishing sector having relatively high dividend yields compared to the media sector [1] Group 2 - Southern Publishing Media, one of the largest leaders in the sector, reported a revenue of 3.972 billion yuan (down 1.3% year-on-year) and a net profit of 451 million yuan (up 50.7% year-on-year) in the first half of the year, showcasing its leading advantages [1] - The company has a balanced development across six major business segments: publishing, distribution, media, printing, material trade, and investment [1] - The company plans to issue approximately 172 million copies of primary and secondary school textbooks in spring 2025 and has developed original textbooks across 23 subjects, second only to Renjiao Publishing [2] Group 3 - Southern Publishing Media benefits from geographical advantages in Guangdong, which has a resident population of 127.8 million in 2024, with a net increase of 740,000 people and a birth population of 1.13 million, leading the nation in total and incremental population growth [2] - The company is expected to achieve net profits of 1.159 billion yuan, 1.248 billion yuan, and 1.307 billion yuan for the years 2025-2027, with corresponding PE ratios of 10, 9, and 9 times [2] - The company is rated as "recommended" due to its prominent characteristics and balanced business development as a publishing leader [2]