1月7日，风语筑盘中下跌2.05%，截至13:14，报10.03元/股，成交1.76亿元，换手率2.92%，总市值59.66 亿元。 机构持仓方面，截止2025年9月30日，风语筑十大流通股东中，香港中央结算有限公司位居第四大流通 股东，持股513.60万股，相比上期减少58.72万股。大成中证360互联网+指数A（002236）位居第十大流 通股东，持股167.90万股，为新进股东。 资金流向方面，主力资金净流出4631.32万元，特大单买入101.91万元，占比0.58%，卖出2061.45万元， 占比11.71%；大单买入1490.86万元，占比8.47%，卖出4162.63万元，占比23.64%。 责任编辑：小浪快报 风语筑所属申万行业为：传媒-数字媒体-其他数字媒体。所属概念板块包括：虚拟数字人、NFT概念、 3D建模、网红经济、数字孪生等。 截至10月20日，风语筑股东户数4.42万，较上期减少1.71%；人均流通股13453股，较上期增加1.74%。 2025年1月-9月，风语筑实现营业收入13.31亿元，同比增长38.88%；归母净利润5270.06万元，同比增长 145.00%。 分红方面， ...

Core Viewpoint - The stock of Fengyuzhu experienced a decline of 2.02% on November 26, with a trading price of 10.18 CNY per share and a total market capitalization of 6.055 billion CNY. The company has shown a year-to-date stock price increase of 11.62% [1] Company Overview - Fengyuzhu, established on August 12, 2003, and listed on October 20, 2017, is located in Shanghai and specializes in the planning, design, implementation, and maintenance of digital cultural display experience systems. The revenue composition includes 63.41% from cultural and brand digital experience spaces, 32.61% from urban digital experience spaces, and 3.98% from digital products and services [1] Financial Performance - For the period from January to September 2025, Fengyuzhu achieved an operating income of 1.331 billion CNY, representing a year-on-year growth of 38.88%. The net profit attributable to shareholders reached 52.706 million CNY, marking a significant increase of 145.00% [2] Shareholder Information - As of October 20, 2025, the number of shareholders for Fengyuzhu was 44,200, a decrease of 1.71% from the previous period. The average circulating shares per person increased by 1.74% to 13,453 shares [2] Dividend Distribution - Since its A-share listing, Fengyuzhu has distributed a total of 744 million CNY in dividends, with 259 million CNY distributed over the past three years [3] Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited was the fourth largest circulating shareholder with 5.136 million shares, a decrease of 587,200 shares from the previous period. Dachen Zhongzheng 360 Internet+ Index A (002236) entered as the tenth largest circulating shareholder with 1.679 million shares [3]

Core Insights - Windy Zhi's stock price increased by 2.17% to 10.34 CNY per share, with a total market capitalization of 6.15 billion CNY as of November 24 [1] - The company has seen a year-to-date stock price increase of 13.38%, with a recent 5-day increase of 6.82% and a 20-day increase of 11.42% [1] - For the period from January to September 2025, Windy Zhi reported a revenue of 1.33 billion CNY, representing a year-on-year growth of 38.88%, and a net profit of 52.70 million CNY, up 145% [2] Financial Performance - The company has a total revenue composition of 63.41% from cultural and brand digital experience spaces, 32.61% from urban digital experience spaces, and 3.98% from digital products and services [1] - Cumulative cash dividends since the A-share listing amount to 744 million CNY, with 259 million CNY distributed over the last three years [3] Shareholder Information - As of October 20, 2025, the number of shareholders decreased by 1.71% to 44,200, while the average circulating shares per person increased by 1.74% to 13,453 shares [2] - The fourth largest circulating shareholder is Hong Kong Central Clearing Limited, holding 5.14 million shares, a decrease of 587,200 shares from the previous period [3]

Core Viewpoint - The stock of Fengyuzhu has experienced fluctuations, with a current price of 9.71 CNY per share and a market capitalization of 5.775 billion CNY, reflecting a year-to-date increase of 6.47% [1][2]. Stock Performance - Year-to-date, Fengyuzhu's stock price has increased by 6.47%, with a 0.52% rise in the last five trading days and a 5.89% increase over the last 20 days, while it has decreased by 10.67% over the last 60 days [2]. - The company has appeared on the trading leaderboard once this year, with the most recent appearance on March 20, where it recorded a net buy of -85.2046 million CNY [2]. Financial Performance - For the period from January to September 2025, Fengyuzhu achieved a revenue of 1.331 billion CNY, representing a year-on-year growth of 38.88%, and a net profit attributable to shareholders of 52.7006 million CNY, which is a 145.00% increase [2]. - Since its A-share listing, Fengyuzhu has distributed a total of 744 million CNY in dividends, with 259 million CNY distributed over the past three years [3]. Shareholder Structure - As of September 30, 2025, the number of shareholders in Fengyuzhu is 44,200, a decrease of 1.71% from the previous period, with an average of 13,453 circulating shares per person, an increase of 1.74% [2]. - The fourth largest circulating shareholder is Hong Kong Central Clearing Limited, holding 5.136 million shares, which is a decrease of 587,200 shares from the previous period [3].

Core Viewpoint - Guomai Culture's stock price has shown fluctuations, with a year-to-date increase of 16.92% and a recent decline in revenue, indicating potential challenges ahead for the company [2][3]. Financial Performance - As of September 30, Guomai Culture reported a revenue of 1.293 billion yuan, a year-on-year decrease of 8.42%, while the net profit attributable to shareholders was 19.5849 million yuan, reflecting a year-on-year increase of 47.50% [2]. - The company has distributed a total of 949.8 million yuan in dividends since its A-share listing, with 8.7527 million yuan distributed over the past three years [3]. Stock Market Activity - On November 5, Guomai Culture's stock price fell by 2.04% to 13.95 yuan per share, with a trading volume of 49.9278 million yuan and a turnover rate of 0.45%, resulting in a total market capitalization of 11.1 billion yuan [1]. - The net outflow of main funds was 9.275 million yuan, with large orders accounting for 10.41% of purchases and 28.98% of sales [1]. Shareholder Structure - As of September 30, the number of shareholders increased by 31.03% to 37,000, while the average circulating shares per person decreased by 23.68% to 21,486 shares [2]. - Notable institutional holdings include Huaxia CSI Animation Game ETF as the fifth-largest shareholder with 9.1523 million shares, and Hong Kong Central Clearing Limited as the seventh-largest shareholder with 4.9483 million shares [3].

Core Viewpoint - The stock price of Fengyuzhu has shown fluctuations, with a year-to-date increase of 4.28% and a recent decline in the last 60 days by 12.11% [2] Group 1: Stock Performance - As of October 29, Fengyuzhu's stock price decreased by 2.06%, trading at 9.51 CNY per share with a total market capitalization of 5.656 billion CNY [1] - The stock has experienced a net outflow of 2.7153 million CNY from main funds, with significant selling pressure observed [1] - Year-to-date, the stock has appeared on the "Dragon and Tiger List" once, with a net buy of -85.2046 million CNY on March 20 [2] Group 2: Financial Performance - For the period from January to September 2025, Fengyuzhu reported a revenue of 1.331 billion CNY, reflecting a year-on-year growth of 38.88%, and a net profit attributable to shareholders of 52.7006 million CNY, up 145.00% [2] - The company's main business revenue composition includes 63.41% from cultural and brand digital experience spaces, 32.61% from urban digital experience spaces, and 3.98% from digital products and services [2] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders increased by 9.18% to 45,000, with an average of 13,223 circulating shares per person, down 8.41% [2] - The total cash dividends distributed by Fengyuzhu since its A-share listing amount to 744 million CNY, with 259 million CNY distributed in the last three years [3] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 5.136 million shares, a decrease of 587,200 shares from the previous period [3]

Core Viewpoint - Company is a leading player in the digital creative industry in China, providing integrated digital creative products and solutions, with a differentiated advantage in full industry chain services [1] Group 1: Business Performance - For Q3 2025, company reported revenue of 420 million yuan, ranking 3rd in the industry, with the top competitor generating 1.331 billion yuan and the second 1.293 billion yuan [2] - The main business composition includes integrated digital services at 238 million yuan (74.33%), digital twin and information software at 45.79 million yuan (14.33%), and 3D visualization products and services at 36.04 million yuan (11.28%) [2] - The net profit for the same period was -97.79 million yuan, also ranking 3rd in the industry, with the top competitor achieving a net profit of 52.70 million yuan [2] Group 2: Financial Ratios - As of Q3 2025, the company's debt-to-asset ratio was 46.52%, higher than the previous year's 37.27% and above the industry average of 39.13%, indicating increased debt pressure [3] - The gross profit margin for Q3 2025 was 24.03%, down from 29.85% year-on-year but still above the industry average of 22.36%, suggesting a competitive edge in profitability [3] Group 3: Executive Compensation - The chairman, Wu Suiying, received a salary of 604,900 yuan in 2024, a decrease of 80,100 yuan from 2023 [4] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 31.51% to 10,300, while the average number of shares held per shareholder increased by 71.41% to 7,564.4 [5]

Core Viewpoint - Fengyuzhu is a leading company in the digital cultural display experience industry, with a comprehensive service offering that includes planning, design, implementation, and maintenance of digital cultural display systems [1] Group 1: Business Performance - In Q3 2025, Fengyuzhu achieved a revenue of 1.331 billion yuan, ranking first in the industry, surpassing the industry average of 1.014 billion yuan and the median of 1.293 billion yuan [2] - The main business revenue composition includes 873 million yuan from cultural and brand digital experience spaces (63.41%), 449 million yuan from urban digital experience spaces (32.61%), and 54.786 million yuan from digital products and services (3.98%) [2] - The net profit for the same period was 52.706 million yuan, also leading the industry, compared to the industry average of -7.9483 million yuan and the median of 21.2443 million yuan [2] Group 2: Financial Ratios - As of Q3 2025, Fengyuzhu's debt-to-asset ratio was 53.56%, higher than the previous year's 51.70% and the industry average of 39.13% [3] - The gross profit margin for Q3 2025 was 25.69%, an increase from 21.93% in the previous year and above the industry average of 22.36% [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 9.18% to 45,000, while the average number of circulating A-shares held per household decreased by 8.41% to 13,200 [5] - Hong Kong Central Clearing Limited is the fourth-largest circulating shareholder, holding 5.136 million shares, a decrease of 587,200 shares from the previous period [5] Group 4: Management Compensation - The chairman, Li Hui, received a salary of 1.6747 million yuan in 2024, a decrease of 368,200 yuan from 2023 [4] - The general manager, Chen Liwen, received a salary of 1.4239 million yuan in 2024, down 159,000 yuan from 2023 [4] Group 5: Future Outlook - Analysts predict Fengyuzhu's revenue for 2025-2027 to be 1.646 billion, 1.884 billion, and 2.056 billion yuan, with net profit forecasts of 119 million, 160 million, and 202 million yuan respectively [5][6] - The company is focusing on enhancing its "AI + cultural tourism" strategy and building a composite scene ecosystem [6]

Core Viewpoint - The stock of Fengyuzhu has shown a mixed performance in recent trading sessions, with a slight increase on October 14, 2023, while the overall year-to-date performance remains positive but with fluctuations in the short term [1][2]. Group 1: Stock Performance - As of October 14, 2023, Fengyuzhu's stock price increased by 2.04% to 9.49 CNY per share, with a trading volume of 77.21 million CNY and a turnover rate of 1.39%, resulting in a total market capitalization of 5.645 billion CNY [1]. - Year-to-date, Fengyuzhu's stock price has risen by 4.06%, with a 1.61% increase over the last five trading days, but has decreased by 5.38% over the last 20 days and 6.32% over the last 60 days [2]. Group 2: Financial Performance - For the first half of 2025, Fengyuzhu reported a revenue of 775 million CNY, representing a year-on-year growth of 33.97%, and a net profit attributable to shareholders of 16.95 million CNY, which is a significant increase of 112.62% [2]. - Since its A-share listing, Fengyuzhu has distributed a total of 744 million CNY in dividends, with 259 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders for Fengyuzhu was 41,200, a decrease of 8.55% from the previous period, with an average of 14,437 circulating shares per person, which is an increase of 9.35% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest, holding 5.7232 million shares, an increase of 1.4728 million shares from the previous period [3].

Core Viewpoint - Guomai Culture's stock price has experienced fluctuations, with a year-to-date increase of 14.24% but a recent decline of 7.78% over the past five trading days [2] Financial Performance - For the first half of 2025, Guomai Culture reported revenue of 876 million yuan, a year-on-year decrease of 9.80%, while net profit attributable to shareholders was 13.92 million yuan, an increase of 18.89% [2] - Cumulative cash dividends since the company's A-share listing amount to 949.8 million yuan, with 8.75 million yuan distributed over the past three years [3] Stock Market Activity - As of October 14, Guomai Culture's stock price was 13.63 yuan per share, with a market capitalization of 10.845 billion yuan [1] - The stock saw a net outflow of 22.04 million yuan in principal funds, with significant selling pressure observed [1] Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 2.23% to 28,300, while the average circulating shares per person increased by 2.29% to 28,154 shares [2] - Notable institutional holdings include Huaxia CSI Animation Game ETF as the fifth-largest shareholder, increasing its stake by 1.4816 million shares [3]