据分众传媒介绍，电梯间里广告屏旁边的蓝色圆环，就是采用支付宝"碰一下"技术的设备，解锁手机并 碰一下（手机需打开NFC开关），就能领取现金红包、淘宝平台消费券或品牌特惠券。目前此举已覆盖 全国首批电梯点位，瞄准4亿城市主流消费人群，目的是让大家在等电梯的碎片时间顺手得实惠，同时 激活消费活力。 如此简单的操作步骤也会让部分消费者担心，"碰一下"会不会不小心扣钱？资金安全有保障吗？对此， 分众传媒称，"碰一下"可以用于支付，也可以用于点餐、领券、开门等，这次分众与支付宝合作的只 有"领券"功能，绝不直接扣款，从源头切断了误扣风险。另外，分众和支付宝联合推出"你敢碰我敢 赔"的资金保障承诺，如果出现因电梯碰一下设备带来的资金安全问题，将全额赔付。 具体怎么"碰"才能领福利？ 分众传媒方面介绍，领福利不用扫码、不用输入，等电梯的空隙顺手就能操作。具体来说，分为三步： 福利类型也分为三种：现金红包直接存入支付宝账户，无门槛使用，消费直接抵扣；平台消费券是淘宝 投入的大批闪购补贴，涵盖超市、餐饮、日用等多个品类，领券后下单直接抵扣；品牌特惠券是合作品 牌的专属折扣，除了可在线上使用，还可以去楼下超市、餐厅用，把在电梯里 ...

| 申万行业 | 行业 | 成交额 | 比上日 | | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | | 涨跌 | （亿元） | （%） | 领涨（跌）股 | （%） | | | （%） | | | | | | 有色金属 | 1.66 | 806.93 | 82.56 | 海星股份 | 10.03 | | 钢铁 | 0.98 | 114.66 | 35.33 | 包钢股份 | 5.97 | | 煤炭 | 0.84 | 68.80 | 83.14 | 云煤能源 | 10.05 | | 基础化工 | 0.74 | 686.98 | 35.40 | 富淼科技 | 20.02 | | 国防军工 | 0.74 | 561.31 | 6.91 | 天秦装备 | 11.01 | | 交通运输 | 0.63 | 161.00 | -0.13 | 远大控股 | 10.03 | | 银行 | 0.63 | 224.10 | 25.79 | 厦门银行 | 3.27 | | 食品饮料 | 0.46 | 264.10 | 31.25 | 泸州老窖 | 3.11 | | 石油石化 | 0.3 ...

地址：北京市朝阳区朝阳门外大街甲6号万通中心D座20层（100020） 总机：010-8535 6666 资讯早间报 制作日期： 2025/07/18 隔夜夜盘市场走势 1. 国际油价强势上扬，美油主力合约收涨 1.72%，报 66.31 美元/桶；布伦特原 油主力合约涨 1.55%，报 69.58 美元/桶。 2. 国际贵金属期货收盘涨跌不一，COMEX 黄金期货跌 0.41%报 3345.40 美元/盎 司，COMEX 白银期货涨 0.83%报 38.44 美元/盎司。 3. 伦敦基本金属收盘全线上涨，LME 期锌涨 0.98%报 2737.50 美元/吨，LME 期 锡涨 0.83%报 33070.00 美元/吨，LME 期铜涨 0.45%报 9678.00 美元/吨。 4. 国内期货主力合约大面积飘红。焦煤涨超 3%，橡胶、20 号胶、焦炭涨超 2%， 铁矿石、PX、丁二烯橡胶、热卷、玻璃涨超 1%；跌幅方面，低硫燃料油（LU） 小幅下跌。 5. 美大豆收涨 0.86%，报 1022 美分/蒲式耳，美玉米收跌 0.86%，报 402 美分/ 蒲式耳，美豆油收涨 2.59%，报 56 美分/磅，美豆粕收 ...

证券代码：603888 证券简称：新华网 公告编号：2025-032 新华网股份有限公司2024年年度权益分派实施公告 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： A股每股现金红利0.136元 每股派送红股0.2股，每股转增股份0.1股 本次利润分配及转增股本方案经公司2025年6月18日的2024年年度股东大会审议通过。 2.分派对象： 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。 3.分配方案： ● 新华网股份有限公司（以下简称"公司"或"本公司"）不存在首发战略配售股份 ● 每股分配比例，每股转增比例 （1）无限售条件流通股的红利委托中国结算上海分公司通过其资金清算系统向股权登记日上海证券交 易所收市后登记在册并在上海证券交易所各会员办理了指定交易的股东派发。已办理指定交易的投资者 可于红利发放日在其指定的证券营业部领取现金红利，未办理指定交易的股东红利暂由中国结算上海分 公司保管，待办理指定交易后再进行 ...

盘面上： 沪指险守3500点！医药股逆市爆发，机器人概念火热。 今日A股三大指数集体小幅调整，呈现震荡整理格局。截至收盘，沪指微跌0.03%，险守3500点整数关 口，深成指下跌0.22%，创业板指同步下跌0.22%。两市超3200只个股上涨，两市合计成交1.44万亿元， 较昨日缩量约1700亿元，3500关键点位附近的观望情绪明显，资金在等待更明确的方向信号。板块表现 方面，医药医疗板块全线爆发，机器人产业链强势延续，汽车零部件、影视传媒等板块涨幅靠前；大金 融集体走弱，银行、保险板块领跌，资源类板块承压。 市场围绕大盘3500点展开争夺，如果每次都是跌破后又被无形的手拉回去，资金可能就会以此为锚，作 为新一轮行情的的支撑，当然，市场的变化也难以捉摸，以业绩和股息为重要参考~ 消息上： 1、A股投资者首超2.4亿 结合中国结算及上交所数据，截至2025年6月末，A股投资者总数已突破2.4亿。据中国结算定义，"期末 投资者数量"仅统计"未注销、未休眠"的有效账户，意味着2.4亿为活跃型有效户。从结构看，个人投资 者占绝对主导，2024年底占比超99.76%，2025年上半年新增开户中个人占比达99.63%。 ...

在新媒体技术重塑信息传播格局、国家持续深化乡村产业振兴战略的当下，如何让田间地头的物产、指尖传承的技艺突破地域局限，借助影像力量触达更 广阔的市场是城市发展的关键。7月14日下午，南京传媒学院摄影学院"寻影榕城"实践团队专程探访福州首邑融媒体传媒有限公司与闽侯县供销社，旨在 通过实地调研与深度交流，为传统产业的数字化转型与影像化传播探寻可行路径。 助"播"发声，闽侯好物下出新农"先手棋" 实践场景转至闽侯县供销社，镜头记录也从技术层面深入产业纵深。自2024年4月底重点发力电商助农以来，闽侯县供销社的电商直播产业已实现70多万 元的销售额，单场直播最高观看人数突破1300人。负责人展示的助农数据背后，是农产品标准化生产、供应链整合、物流优化的系统性挑战。带队老师崔 耀中在座谈中谈到："乡村振兴需要打通从生产端到消费端的全链条，而影像传播也在其中起着关键性作用。"刘总也坦言，其核心目标是为农服务，直播 产生的直接收入仅占其业务的小部分。 除此之外，闽侯县供销社负责人还向团队成员提到了目前面临的困境：物流成本与产品体量紧密相关，亟待优化；更缺乏专业的传媒人才进行内容升级， 目前的拍摄呈现相对朴素；宣传方式虽善用" ...

Company News - TSMC's second-quarter net profit exceeded market expectations, reaching a historical high, resulting in a stock increase of over 3% [1] - Mira Murati, former CTO of OpenAI, announced that her AI startup, Thinking Machines Lab, completed a $2 billion seed funding round, with participation from notable investors including Nvidia and AMD [5] - Geely Automobile signed a merger agreement with Zeekr, allowing Zeekr shareholders to choose cash or Geely shares as compensation, which is seen as a key step in Geely's strategy to consolidate under "One Geely" [6] - Apple showcased its collaboration with three Chinese suppliers at the China International Supply Chain Promotion Expo, emphasizing its commitment to local supply chain development [7][8] - Tesla revealed images of its upcoming six-seat Model Y L, expected to launch in the fall, with a longer wheelbase compared to the standard Model Y [8] Industry News - The unemployment rate in Australia unexpectedly rose to 4.3% in June, the highest level since November 2021, leading to market speculation about potential interest rate cuts by the Reserve Bank of Australia [4] - President Trump indicated plans to impose tariffs on over 150 minor trade partners, potentially setting rates between 10% and 15% [2] - Concerns arose regarding the independence of the Federal Reserve as Trump hinted at the possibility of dismissing Chairman Powell, which could create economic uncertainty [3]

分析师：戴志锋 执业证书编号：S0740517030004 Email：daizf@zts.com.cn 【中泰研究丨晨会聚焦】传媒互联网康雅雯：国内短剧端原生市 场飙升，海外短剧收入持续高增——2025 年 6 月短剧数据更新 证券研究报告/晨会聚焦 2025 年 07 月 17 日 欢迎关注中泰研究所订阅号 晨报内容回顾 1、《【中泰研究丨晨会聚焦】策略 徐驰：特朗普 2.0 与"十五五规划" 下的市场将如何演绎？——2025 年 下半年策略展望》2025-07-17 2、《【中泰研究丨晨会聚焦】固收 吕品：故事大切换——2025 年固定收 益中期策略》2025-07-15 3、《【中泰研究丨晨会聚焦】传媒 互联网康雅雯：短剧扬帆出海，AI 赋 能迎来新机遇》2025-07-14 今日预览 今日重点>> 【传媒互联网】康雅雯：国内短剧端原生市场飙升，海外短剧收入持续 高增-——2025 年 6 月短剧数据更新 请务必阅读正文之后的重要声明部分 今日重点 【传媒互联网】康雅雯：国内短剧端原生市场飙升，海外短剧收入持续高增-——2025 年 6 月短剧 数据更新 海外短剧： 2025 年 6 月，出海短剧平台 ...

Core Viewpoint - The AI Fund Yongying Consumer Leader Smart Selection Mixed Fund A (016549) reported a profit of 1.1206 million yuan for Q2 2025, with a net value growth rate of 14.04% during the period [2]. Fund Performance - As of July 16, the fund's unit net value was 0.797 yuan, with a one-year cumulative net value growth rate of 20.43%, ranking 40 out of 139 comparable funds [2][3]. - The fund's three-month and six-month net value growth rates were 16.84% and 15.11%, ranking 6 out of 139 and 24 out of 139 respectively [3]. Fund Management Insights - The fund manager indicated a focus on opportunities in the media sector, particularly in gaming, AI applications, and short dramas, despite a challenging overall consumer environment [2]. - The gaming sector is expected to see performance boosts from new product launches and seasonal demand, while AI applications are gaining traction among leading companies [2]. Fund Characteristics - The fund has a high concentration of holdings, with the top ten stocks including companies like Kaiying Network, Perfect World, and Shanghai Film [18]. - The fund's average stock position since inception is 82.51%, with a peak of 92.84% in Q3 2023 [15]. Risk Metrics - The fund has a maximum drawdown of 41.83% since inception, with the largest quarterly drawdown occurring in Q2 2023 at 19.17% [12].

Core Viewpoint - The founder of HYBE, Bang Si-hyuk, is facing a criminal investigation by South Korean prosecutors for allegedly deceiving investors prior to the company's IPO in 2020 [1][5]. Group 1: Background and Company Overview - HYBE is the highest-valued entertainment company in South Korea, with a market capitalization of 11.1 trillion KRW (approximately 57.2 billion RMB), surpassing the combined value of the other three major entertainment companies in Korea by 4 trillion KRW [4]. - The case has garnered significant attention due to the scale of the alleged securities fraud [5]. Group 2: Allegations and Financial Implications - Bang Si-hyuk is accused of misleading investors, including venture capital firms, in 2019 by suggesting that HYBE had no plans for an IPO, which led them to sell shares to a special purpose company set up by HYBE executives [5][6]. - While investors sold their shares, HYBE was preparing for its IPO, and the special purpose company later sold its shares, allowing Bang Si-hyuk to earn approximately 190 billion KRW (around 980 million RMB) from the transaction [6]. - The agreement regarding profit-sharing was not disclosed during the IPO process, which constitutes a violation of disclosure regulations [6]. Group 3: Legal Consequences and Regulatory Response - According to Article 443 of the Capital Markets Act in South Korea, if illegal gains exceed 5 billion KRW (approximately 26 million RMB), the offender could face at least 5 years in prison, with the possibility of life imprisonment for higher amounts [7]. - The South Korean financial regulatory agency has stated its intention to cooperate fully with the prosecutor's investigation and to thoroughly examine the allegations [7]. - HYBE expressed regret over the financial regulator's decision and stated its commitment to clarifying the situation during the upcoming investigation to restore trust among stakeholders [7].