● 经财务部门初步测算，南方出版传媒股份有限公司（以下简称"公司"） 预计 2025 年半年度实现归属于母公司所有者的净利润为 43,400.00 万元到 证券代码：601900 证券简称：南方传媒 公告编号：临 2025-019 南方出版传媒股份有限公司 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： ● 业绩预告的具体适用情形：实现盈利，且净利润与上年同期相比上升 50% 以上。 （一）利润总额：47,454.98 万元。归属于母公司所有者的净利润：29,916.04 万元。归属于母公司所有者的扣除非经常性损益的净利润：33,026.76 万元。 （二）每股收益：0.34 元/股。 三、本期业绩预增的主要原因 预计 2025 年半年度实现归属于母公司所有者的扣除非经常性损益的净利 润为 41,700.00 万元到 45,100.00 万元，与上年同期（法定披露数据）相比，将 增加 8,673.24 万元到 12,073.24 万元，同比增加 26.26%到 36.56%。 一、本期业绩预告情况 （一）业绩预 ...

这家成立于1888年的教材出版商已拥抱数字化教育工具，包括一款基于人工智能的数学教学程序以及一 个以高质量课程内容训练出的AI Reader。文件显示，其产品覆盖K-12、大学和职业学习领域，在截至3 月31日的财年拥有约2,600万付费数字用户，围绕 K-12、大学及职业培训市场提供数字与纸质教材、适 应式学习软件和教学评估服务。 麦格劳希尔公司旗下的数字化学习平台包括：ALEKS——基于人工智能的自适应数学与化学学习系 统，可动态诊断知识缺口并个性化推送练习与讲解;Connect 与 e-Book——为高等教育课程提供交互式 课件、自动评估与学习进度分析;AI Reader——利用生成式AI将课程内容转为语音与智能化辅导材料， 实现无障碍阅读体验。 文件指出，生成式人工智能也是麦格劳希尔整体业务面临的潜在风险之一，因为它可能使竞争对手更容 易制作教学材料并且对于学生群体而言更容易获得高质量学习材料，AI还可能大幅降低替代教材的制 作门槛，共同大幅削弱该公司定价能力与市场份额，并且严重影响市场需求。 智通财经APP获悉，麦格劳希尔公司(McGraw Hill Inc.)计划在美国股票市场公开发行股票，筹资最 ...

证券代码：600229 证券简称：城市传媒 公告编号：临 2025-017 青岛城市传媒股份有限公司 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： ●业绩预告的具体适用情形：实现盈利，且净利润与上年同 期相比下降 50%以上。 ●经财务部门初步测算，青岛城市传媒股份有限公司（以下 简称"公司"） 预计 2025 年半年度实现归属于母公司所有者的净 利润 3,800.00 万元到 4,600.00 万元。 一、本期业绩预告情况 二、上年同期经营业绩和财务状况 （一）利润总额：22,479.84 万元。归属于母公司所有者的 净利润：15,703.71 万元。归属于母公司所有者的扣除非经常性 损益的净利润：12,715.44 万元。 （二）每股收益：0.2377 元。 三、本期业绩预减的主要原因 （一）主营业务影响。 （一）业绩预告期间 （二）业绩预告情况 经财务部门初步测算，公司预计 2025 年半年度实现归属于 母公司所有者的净利润 3,800.00 万元到 4,600.00 万元，与上年同 期 15,703 ...

广发证券指出，传媒行业中游戏板块景气度持续提升，建议关注国内政策端改善及海外产业趋势变 化带动的估值提升机会，暑期档产品表现突出，《三角洲行动》等新品有望提振业绩预期。影视方面， 《长安的荔枝》点映口碑优异，有望带动暑期档热度，后续多部新片密集上映将推动内容升级。广告领 域分众传媒基本面稳健，AI营销工具赋能素材生成提效。出版板块中报业绩期临近，高股息标的具备 配置价值。AI应用方面，腾讯、阿里等互联网公司在多模态模型和原生应用布局深化，AI赋能广告、 游戏等场景逐步落地；快手可灵视频模型商业化进展显著，音乐流媒体因格局稳固成为资金关注方向。 整体来看，游戏暑期效应、AI技术演进及业绩确定性构成行业三大主线。 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不 预示未来表现。市场观点随市场环境变化而 ...

华媒控股（000607）7月13日公告，公司股票连续两个交易日内日收盘价格涨幅偏离值累计达到20%， 根据《深圳证券交易所交易规则》的有关规定，属于股票交易异常波动情形。经核实，公司前期披露的 信息不存在需要更正、补充之处；公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产 生较大影响的未公开重大信息；近期公司经营情况及内外部经营环境未发生重大变化；公司、实际控制 人、控股股东及其一致行动人等不存在关于本公司的应披露而未披露的重大事项，也不存在关于本公司 的处于筹划阶段的重大事项；在本次股票交易异常波动期间，实际控制人、控股股东及其一致行动人不 存在买卖公司股票的行为。 ...

公司公告汇总 截至2025年7月11日收盘，出版传媒（601999）报收于7.15元，较上周的6.92元上涨3.32%。本周，出版 传媒7月11日盘中最高价报7.19元。7月7日盘中最低价报6.86元。出版传媒当前最新总市值39.39亿元， 在出版板块市值排名25/29，在两市A股市值排名3709/5149。 本周关注点 公司公告汇总：出版传媒2024年实现营业收入24.26亿元，同比增长0.6% 出版传媒关于上海证券交易所《关于北方联合出版传媒(集团)股份有限公司2024年年度报告的信息披露 监管问询函》回复的公告 北方联合出版传媒(集团)股份有限公司2024年实现营业收入24.26亿元，同比增长0.6%；实现扣非前后归 母净利润分别为1.02亿元和0.87亿元。物资销售业务2024年实现营业收入5.16亿元，同比增加13.88%， 占当期总营收的21.27%。公司披露了近三年主要客户和供应商名称、关联关系、销售和采购内容及金 额、结算政策、期末待结算款项等信息。公司还说明了经销包退模式下收入确认的具体时点、方法及依 据，物资销售业务收入确认方法符合《企业会计准则》。此外，公司解释了应收账款增幅高于营业收入 ...

■ 2024年应收账款期后回款情况 ■ 2023年应收账款期后回款情况 ■ 2022年应收账款期后回款情况 ■ 2024年应收账款特殊信用风险特征组合的余额为2,207.95万元，其中图书销售业务形成的余额为2,070.57 万元，占比93.78%。 前三名应收客户款项余额合计2,070.39万元，占比93.77%，分别为辽宁北方教育投资控股有限公司、宽 甸满族自治县新华书店有限公司、辽宁无限穿越新媒体有限公司。 截至2024年12月31日公司应收辽宁北方教育投资控股有限公司账面余额为1,474.94万元。该业务系2019 年开始，辽宁北方教育投资控股有限公司联合合作伙伴共同开发全国中小学馆配业务渠道，因此拥有中 小学图书馆馆配业务渠道优势，公司就入选《全国中小学图书馆(室)推荐书目》《全国中小学图书馆 (室)配备核心书目》等图书依托其渠道优势开展销售，省内其他发行企业不具备此渠道。 截至2024年12月31日公司应收宽甸满族自治县新华书店有限公司账面余额为467.54万元。公司为开展教 材发行业务，公司在各市县均设立发行网点，但在宽甸地区公司依托控股股东收购暂处于培育阶段的宽 甸发行网点进行教材业务。 截至 ...

Core Points - The document outlines the performance assessment management measures for the heads of China Science Publishing and Media Co., Ltd, emphasizing the importance of safeguarding state-owned assets and enhancing shareholder value [1][2] - The assessment includes both annual and term evaluations, linking results to annual compensation and incentives [1][3] - The assessment principles focus on quality, market orientation, legal compliance, balancing short-term and long-term goals, industry benchmarking, and integrating performance evaluation with incentive mechanisms [2][3] Assessment Orientation - The assessment emphasizes efficiency and effectiveness, guiding enterprises to optimize resource allocation and improve economic benefits and capital returns [5][6] - Social benefits are prioritized, aiming to enhance the company's social influence and core competitiveness [6][7] - The focus is on core business operations, encouraging companies to strengthen their main business and address development shortcomings [7][8] Annual Assessment - The annual performance assessment consists of social benefits (55% weight) and economic benefits (45% weight) [10][11] - Economic benefits include total revenue, net profit, and economic value added (EVA) [11][12] - The assessment targets for total revenue and net profit are set to be at least 110% of the previous year's actual completion value if it shows growth [11][12] Term Assessment - The term assessment indicators include the annualized growth rate of state-owned capital preservation and the annualized growth rate of main business income, each accounting for 50% of the evaluation [19][20] - The target for the annualized growth rate of state-owned capital preservation is set at no less than 10% [19][20] - The assessment process involves the board's remuneration and assessment committee evaluating the completion of assessment targets based on audited financial reports [23][24] Special Assessment - The document states that the results of party building and discipline inspection assessments will be linked to the annual salary of the heads of enterprises [25][26] - The financial director's performance assessment will be determined based on the company's annual performance assessment and relevant regulations [25][26] Accountability - The document outlines penalties for heads of enterprises in cases of serious violations of salary management or financial misconduct, including salary deductions and potential dismissal [28][29] - Serious violations of laws and regulations leading to significant decision-making errors or asset losses will result in salary deductions and possible legal consequences [30][31]

Core Viewpoint - The company received an inquiry letter from the Shanghai Stock Exchange regarding its 2024 annual report, prompting a detailed response to clarify various aspects of its business operations and financial disclosures. Business Operations - The company's main business includes book publishing and distribution, printing services, and material sales, achieving a revenue of 2.426 billion yuan, a year-on-year increase of 0.6% [1] - The net profit attributable to shareholders was 102 million yuan before deductions and 87 million yuan after deductions, with quarterly profits showing a trend from -8 million yuan in Q1 to 58 million yuan in Q4 [1] - The publishing and distribution segment includes general books and educational materials, utilizing both consignment and sales models [1] Revenue Breakdown - The material sales business generated 516 million yuan in revenue, a year-on-year increase of 13.88%, accounting for 21.27% of total revenue [1] Customer and Supplier Relationships - The company is required to disclose major customers and suppliers over the past three years, including their relationships, sales and purchase amounts, and settlement policies [2] - Specific customers include the Liaoning Provincial Education Department, which purchased educational materials worth approximately 36.28 million yuan, with a settlement period of 6 months [3] Revenue Recognition - The company must clarify the revenue recognition timing and methods under the consignment return model, ensuring compliance with accounting standards [2] - The material sales business's revenue recognition basis must also be explained, including whether it follows the gross or net method [2] Financial Performance Analysis - The company is asked to explain the reasons for quarterly performance fluctuations, considering gross margin levels, cost structures, and seasonal industry characteristics [2]

Group 1 - The Publishing Integration Data Nexus Center was inaugurated in Shanghai, aiming to promote the construction of a data ecosystem in the publishing industry by gathering industry leaders, publishing units, and professional service institutions [1] - The center is the first specialized platform in China focusing on the circulation of data elements in the publishing industry, establishing unified data circulation rules and secure trading facilities to transform publishing data from resources into assets [1] - A Publishing Integration Data Asset Management Alliance was jointly established by the Data Transmission Group and Shanghai Data Exchange to explore data asset management standards and practices, enriching data product applications and creating a new data asset trading ecosystem [1] Group 2 - A seminar on the Publishing Integration Data Nexus Center was held, featuring discussions on the development trends of publishing integration data assets, the role of data trading in driving innovation, and compliance and security of data assets [2] - The co-founder of the Data Transmission Group highlighted the need to address issues of data being "scattered, disordered, and isolated" in the context of digital economic transformation, proposing a comprehensive system built on five dimensions: clear rules, active ecology, secure facilities, enhanced communication, and rich scenarios [2] - The Shanghai Data Exchange plans to continue promoting an integrated data market, focusing on cultivating various data market entities and establishing a new paradigm for the integrated data market [3]