股票代码：600229 股票简称：城市传媒 编号：临 2025-018 承诺 副董事长 青岛城市传媒股份有限公司 关于副董事长离任的公告 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。 一、离任的基本情况 青岛城市传媒股份有限公司（以下简称"公司"）董事会近 日收到公司副董事长刘文光先生的书面辞职报告，具体情况如下： 是否存在 是否继续在上 | | | 原定任期 | | 具体职务 未履行完 | | --- | --- | --- | --- | --- | | 姓名 | 离任职务 | 离任时间 | 离任原因 | 市公司及其控 | | | | 到期日 | | （如适用） 毕的公开 | | | | | 股子公司任职 | | 根据《公司法》和《公司章程》的相关规定，刘文光先生的 辞职未导致公司董事会成员低于法定最低人数，不会影响公司董 事会的正常运作，上述辞职报告自送达公司董事会之日起生效。 刘文光先生未持有公司股份，不存在应当履行而未履行的承诺事 项，已按照公司相关规定做好交接工作。公司将按照《公司章程》 相关规定尽快完成补选工 ...

具体来看，今日上榜营业部中，第一大买入营业部为申万宏源证券有限公司成都西一环路证券营业部， 买入金额为1836.60万元，第一大卖出营业部为东方财富证券股份有限公司拉萨团结路第二证券营业 部，卖出金额为1625.68万元。 华媒控股今日下跌7.22%，全天换手率17.25%，成交额7.96亿元，振幅6.30%。龙虎榜数据显示，营业部 席位合计净买入262.10万元。 深交所公开信息显示，当日该股因日跌幅偏离值达-7.32%上榜，营业部席位合计净买入262.10万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.25亿元，其中，买入成交额为6401.46 万元，卖出成交额为6139.36万元，合计净买入262.10万元。 近半年该股累计上榜龙虎榜5次，上榜次日股价平均跌3.04%，上榜后5日平均跌13.07%。 资金流向方面，今日该股主力资金净流出5825.46万元，其中，特大单净流出3896.55万元，大单资金净 流出1928.91万元。近5日主力资金净流出3.12亿元。 融资融券数据显示，该股最新（7月15日）两融余额为2.83亿元，其中，融资余额为2.83亿元，融券余额 为0.22万元。近 ...

中欧数字经济混合发起A 最近，市场震荡上行，大盘不知不觉爬到了3500点。期间热点轮动频繁，整体科技成长板块弹性更大。市场情绪上，这两周的成交额都在1.5万 亿上下，市场还是处于比较活跃的状态。 另外，最近市场有不少关于主动权益基金的讨论，主动权益基金整体表现跑赢了指数基金，也涌现出一些表现亮眼的基金。 昨天大盘低走，但是科技板块仍然活跃，不少基金的单日净值大涨。趁着这次行情，我们盘点一下近1年翻倍的基金，有哪些值得关注的操 作。 先简单做了一下筛选，业绩角度就是近1年业绩翻倍，剔除北交所主题基金/剔除C类；筛选范围就是主动权益基金。 大概得到以下几只"翻倍基"： | 某金名称 | 单位净值 日期 | 日增长率 | 近3月 | 近1年 | 今年来 | | --- | --- | --- | --- | --- | --- | | 永赢先进制造智选混合发起A | 1.836407-15 | 0.71% | 4.55% | 133.08% | 45.19% | | 鹏华碳中和主题混合A | 1.501607-15 | 0.70% | 4.02% | 119.72% | 51.34% | | 诺安多策略混合A | ...

Market Performance - The Hong Kong stock market experienced a decline, with the Hang Seng Index falling by 0.29% after a previous four-day increase of 697 points [1] - The index opened high at 24,704 points, reaching a peak of 24,867 points, the highest level in nearly four months since March 19, before facing selling pressure [1] - The market's trading volume was recorded at 258.95 billion HKD [1] Sector Performance - Strong performances were noted in sectors such as film and entertainment, domestic retail, and rare earth concepts, while sportswear stocks rebounded [1] - Conversely, sectors including building materials, consumer electronics, and automotive dealerships saw declines, with Chinese brokerage and insurance stocks also experiencing pullbacks [1] - Paper industry stocks have faced declines for two consecutive days [1] Individual Stock Movements - Notable individual stock movements included a 3.35% increase in Tongcheng Travel (00780.HK) and over 2% gains for Trip.com Group (09961.HK) and Kuaishou (01024.HK) [1] - On the downside, Kingdee International (00268.HK) saw a drop of over 6.5%, while Pop Mart (09992.HK) fell nearly 4% [1]

Summary of Conference Call Industry or Company Involved - The discussion primarily revolves around the A-share market and various sectors including technology, consumer goods, and home furnishings. Core Points and Arguments 1. **Market Trends for May**: The A-share market is expected to maintain a balanced trend with a focus on technology and certain consumer sectors, particularly in May [1] 2. **US-China Relations**: There are no significant negative developments in US-China relations, with increasing possibilities for negotiations, which is seen as a positive sign for the home furnishings sector [2][3] 3. **Fiscal Policy Outlook**: The Chinese Ministry of Finance indicates that fiscal stimulus and monetary easing may accelerate in May, which is crucial for market performance [3][4] 4. **US Economic Data**: Recent US economic indicators show a downward trend, with April's non-farm employment numbers falling short of expectations, suggesting a potential negative impact on the A-share market [4][5] 5. **Consumer Behavior During Holidays**: Data from the May Day holiday indicates a growth in travel and consumption compared to last year, which aligns with expectations for domestic consumption [5][6] 6. **Market Sentiment Post-Holidays**: There is a concern about whether the A-share market will open high and then decline, but the current sentiment suggests a stable outlook without significant negative pressures [6][7] 7. **Historical Performance in May**: Historically, May has shown weak performance in the A-share market, with only 6 out of the last 15 years seeing gains, influenced by external events and policies [9][10] 8. **Key Influencing Factors**: The performance in May is heavily influenced by policies, external events, and liquidity conditions, with a focus on real estate sales and consumer data being critical [11][12] 9. **Positive Policy Environment**: The outlook for May is deemed positive due to proactive policy measures and potential industry-specific policies, particularly in technology and consumption [13][14] 10. **External Events**: The potential for US-China negotiations and other external events is expected to have a limited negative impact on the market, with a focus on domestic policy developments [15][16] 11. **Economic Data Expectations**: Economic data for May is expected to show stability, with a focus on consumption and investment growth, particularly in infrastructure and manufacturing [16][17] 12. **Liquidity Conditions**: The liquidity environment is expected to remain accommodative, with potential interest rate cuts from the central bank, supporting market stability [17][18] 13. **Sector Focus for May**: Key sectors to watch include technology, consumer goods, and industries benefiting from policy support, with technology expected to outperform due to industry trends and policy catalysts [20][21] 14. **Investment Recommendations**: Investors are advised to focus on technology, certain consumer sectors, and media related to AI applications, with a particular emphasis on telecommunications and semiconductors [22][23] Other Important but Possibly Overlooked Content - The discussion highlights the importance of monitoring external economic conditions, particularly the US Federal Reserve's actions, which could influence liquidity and market sentiment [18][19] - The potential for significant policy announcements in May related to technology innovation and consumer support is emphasized as a driver for market performance [14][21]

主持人可以直接开始发言谢谢 并参会人员务必注意本次电话会议交流内容仅限参会人员内部参考任何机构或个人不得以任何形式对电话会议任何内容进行泄露或外发请勿以任何方式索要、泄露、散布、转发电话会议庇药任何泄露电话会议庇药等信息的行为均为侵权行为深谋洪源研究保留追究泄露转发者法律责任的权利 整个5G产业链所带动的包括算力产业链带来的这样的一个后续也有基本面支撑的这样的一个行情当然前期的这个2019年20年之后的这个前面的这个两年的过程当中大家对于所谓的这个通信的这个行情可能更多的是一个 中文字幕由Amara.org社区提供 更加的去推荐像这个计算机和传媒这个中产词的这样的一个底部的一个推荐的一个判断那么当然对于这两个板块来讲的话其实我们后续也会再结合现在基本面的一个最新的一个变化包括自己的一个慈善的一个情况那么对于这两个行业构成了一定的一个推荐的一个逻辑那么接下来就是由我的同事戴娅给大家详细的去分析一下这样的一个框架里面如何去复盘以及他们推荐的具体的理由 好的各位投资者大家下午好我们这一个系列是基于PBRE的一个框架下面对于行业维度上面做一个中期的判断我们今天就通过科技TMT四个行业每一个行业历史的PBRE的一个走势 ...

Summary of Conference Call Notes Industry or Company Involved - The discussion primarily revolves around the impact of geopolitical conflicts on the A-share market and sector rotation strategies. Core Points and Arguments 1. **Geopolitical Conflicts and Market Dynamics** The analysis focuses on how geopolitical events, such as the Russia-Ukraine conflict and the India-Pakistan tensions, influence sector performance in the A-share market. The report aims to fill a gap in existing research on this topic [2][5][6]. 2. **Sector Rotation Strategy** The importance of sector rotation is emphasized, suggesting that investors should adapt their strategies based on market conditions and geopolitical events. The report advocates for a shift towards growth-oriented assets during favorable conditions [1][2]. 3. **Historical Data Analysis** The report analyzes 12 significant geopolitical conflicts since the new century, primarily in the Middle East, to identify patterns in excess returns across different sectors before, during, and after these events [3][4][6]. 4. **Impact of Conflicts on A-share Performance** The analysis indicates that prior to conflicts, there is a rise in risk aversion, affecting sectors differently. Defensive sectors like steel and utilities may benefit, while consumer sectors tend to suffer [7][9]. 5. **Market Volatility During Conflicts** The report finds that, except for the 2008 financial crisis, A-share volatility remains relatively stable in the lead-up to geopolitical conflicts, suggesting that markets may not react as dramatically as feared [8][9]. 6. **Sector-Specific Responses to Conflicts** - **Military and Energy Sectors**: These sectors are expected to see increased demand and orders due to heightened geopolitical risks [8][10]. - **Consumer Sectors**: These are likely to be negatively impacted due to increased uncertainty and risk aversion [9][10]. - **Technology and Growth Stocks**: These sectors may experience significant pressure during conflicts but could recover as tensions ease [11][14]. 7. **Post-Conflict Economic Recovery** After conflicts, there is an anticipated shift towards economic recovery, benefiting sectors like banking and consumer goods. The report suggests that banks will see improved lending conditions and asset quality as economic activity resumes [16][17]. 8. **Long-Term Investment Outlook** The report identifies military, technology, and healthcare sectors as long-term growth opportunities, while also highlighting the cyclical nature of energy and consumer sectors [25][26]. Other Important but Possibly Overlooked Content 1. **Behavioral Finance Insights** The report draws parallels with behavioral finance, suggesting that historical patterns can inform future investment strategies during geopolitical tensions [2][3]. 2. **Global Context** The analysis also references historical conflicts, such as World War II and the Cold War, to provide context for current market behaviors and sector performances [19][20][21]. 3. **Future Geopolitical Risks** The report warns that ongoing geopolitical tensions, particularly in regions like India-Pakistan and the Middle East, may continue to influence market dynamics and investment strategies [28]. 4. **Investment Strategy Recommendations** The report concludes with recommendations for investors to consider sector rotation based on the phases of geopolitical conflicts, advocating for a proactive approach to asset allocation [27][28].

Summary of Conference Call Notes Company/Industry Involved - The conference call focuses on market sentiment and industry trends, specifically analyzing various market indicators and their implications for investment strategies. Core Points and Arguments 1. **Market Sentiment Analysis**: The current market sentiment is observed to be low, with no significant indicators suggesting a recovery. The overall market is in a downtrend, and the probability of further decline is high [3][6][13]. 2. **Indicators of Market Activity**: The industry trading volatility indicator remains at 0, indicating low trading activity compared to previous periods. This suggests a lack of investor engagement and market momentum [3][5]. 3. **Negative Signals from PCR and VIX**: The PCR and VIX indicators are also at low levels, contributing to negative market sentiment. These indicators have been consistently low over the past two weeks [4][6]. 4. **Financing Balance Indicator**: The financing balance as a percentage of market capitalization has dropped significantly, indicating a bearish trend in market sentiment. This indicator has shifted from a score of 1 to 0, reflecting a substantial decline [4][5]. 5. **Sector Performance**: The sectors showing the most significant gains over the past two weeks include telecommunications, media, and textiles, while sectors like household appliances and food and beverage have seen consistent declines [8][10]. 6. **Trend Analysis**: The trend analysis indicates that the market lacks a clear upward trajectory, with many sectors exhibiting weak performance. The overall trend is characterized by a lack of strong bullish signals [9][12]. 7. **Growth vs. Value Styles**: There is a noted divergence between growth and value styles, with growth currently showing a slight advantage. However, the overall differentiation remains weak [11][12]. 8. **Small-Cap Dominance**: The small-cap style is currently favored, with a significant distance in the RSI indicating a stronger trend compared to larger caps [12]. Other Important but Possibly Overlooked Content 1. **Geopolitical and Economic Uncertainty**: The market is influenced by macroeconomic uncertainties and geopolitical factors, particularly regarding tariff negotiations between the US and China. These uncertainties are contributing to the current market sentiment [6][13]. 2. **Expectation of Market Recovery**: There is skepticism regarding the potential for a quick recovery in market sentiment without significant catalysts or unexpected positive developments [7][13]. 3. **Investment Strategy Outlook**: The overall investment strategy is advised to remain cautious, focusing on a volatile and oscillating market rather than expecting rapid upward movements [7][13].

又有牛股出没。 A股市场今天（7月16日）上午整体窄幅震荡，通信板块再度领涨。 新股方面，A股市场今天有一只新股上市，为华电新能，上午盘中该股最高涨幅接近220%，总市值一度超过 4000亿元，后公司股价和市值均有所回落。 港股市场上午多数时间小幅上涨，稳定币相关概念股的炒作仍在持续，上午又有港股因涉及相关事项股价暴 涨，盘中涨幅一度超过80%。 A股市场通信板块再度领涨 A股市场今天上午整体窄幅震荡，上证指数围绕3500点整数关口上下波动。截至中午收盘，上证指数跌 0.13%，深证成指涨0.11%，创业板指涨0.36%。 （图片来源：东方财富APP，统计截至2025/7/16，不作投资推荐） 上天天基金APP搜索【777】注册即可 领500元券包，优选基金10元起投！限量发放！先到先得！ 招股资料显示，华电新能系中国华电风力发电、太阳能发电为主的新能源业务最终整合的唯一平台。公司的主 营业务是风力发电、太阳能发电为主的新能源项目的开发、投资和运营，主要产品是电力。除提供电力产品 外，公司还积极践行社会责任，致力于促进经济发展、助力乡村全面振兴、参与戈壁绿化等环保行动、实现积 极的社会影响，将碳达峰、碳中和目 ...

【导读】昨日股票ETF市场净流出51亿元 中国基金报记者张燕北 昨日（7月15日），A股三大指数涨跌不一，沪指微跌，创业板大涨1.73%。当日股票ETF（含跨境 ETF，下同）市场资金净流出51亿元。其中，宽基ETF净流出金额居前，行业主题ETF与港股市场ETF 净流入金额居前。 股票ETF昨日资金净流出51亿元 Wind数据显示，截至7月15日，全市场1140只股票ETF总规模达3.66万亿元。当日股票ETF市场总份额减 少16.92亿份，按照成交均价测算，当日净流出资金约51.12亿元。 细分品类中，宽基ETF净流出金额居前，达93.1亿元。具体到指数维度，据华夏基金统计，中证A500指 数ETF单日净流出金额居前，达32.77亿元。 具体到单只产品，创业板ETF净流出13.51亿元，沪深300ETF净流出12.44亿元，人工智能ETF净流出 7.88亿元。 业内人士认为，进入7月以来，A股明显回暖，上证指数突破3500点。部分短期资金选择获利了结，兑 现前期收益。 展望后市，博时基金表示，近期市场表现强势，做多情绪较好。贸易战风险仍未完全落地，但不确定性 持续收敛，市场定价逐步转变为对利好敏感而对利空钝 ...