证券代码：601949 证券简称：中国出版 公告编号：2025-037 | | | 销售码洋 | | 营业收入 | | | 营业成本 | | | | 毛利率（%） | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 项 目 | 去年同期 | 本期 | 增长 | | | 增长 | | | 增长 | 去年同 | | 增 | | | | | 率% | 去年同期 | 本期 | 率% | 去年同期 | 本期 | 率% | 期 | 本期 | 长 率 | | 一 | | | | | | | | | | | | 减 少 | | 般 | 600,460.31 | 541,723.13 | -9.78 | 216,500.66 | 174,538.96 | -19.38 | 136,293.04 | 110,648.44 | -18.82 | 37.05 | 36.61 | 0.44 个 | | 图 书 | | | | | | | | | | | | 百 | | | | | | | | | | | | | | ...

中新网上海10月25日电(记者 陈静)在数字化浪潮与人工智能技术革新的双重驱动下，出版业正面临"破 茧蝶变"的关键机遇与挑战。记者25日获悉，多位专家学者相聚一堂，解码行业"现状图景"，为破解"痛 点难题"建言献策。 上海新闻出版职业技术学校党委书记、校长、培训中心主任黄彬教授指出，出版业已进入"人才驱动"新 阶段，当前需突破传统职称评价局限，将新兴领域纳入评价体系；职业教育更需"精准对接产业需求"， 将AI出版、数字内容制作等前沿知识融入课程，培养"能实操、懂创新"的技术技能人才。 在"出版业发展新态势：现状、挑战与对策"专题研讨会上，来自高校、科研机构、行业博物馆的专家学 者从政策导向、内容生产、技术融合、数据支撑四大维度，为出版业发展"画像"，既剖析行业痛点，又 有对创新路径的务实探索。 吉林工程技术师范学院人文艺术学部主任陈少志教授梳理了"AI+"背景下出版业的新格局。她强调，"人 工智能+出版"不是简单的技术叠加，而是"思想解放、实践创新与价值重塑"的深度变革——需突破出版 垂类模型、出版智能体、开源生态等技术关键点，更要坚守"伦理底线"，做到因时、因势、因社制宜。 她建议，头部企业应牵头制定行业标 ...

这种协作、开放的生态在社交媒体上蓬勃发展。浪漫文学成为了书评短视频最早关注的类型之一，其强 烈的情感共鸣与社媒平台的第一视角完美适配。在流量堆砌的虚拟世界，以浪漫小说和青少年小说见长 的美国女性作家科琳·胡佛能够登上畅销榜单，靠的是读者真切的支持。即使早已是千万富翁，她仍平 易近人，经常和粉丝互动。读书俱乐部、博客等互动渠道并非浪漫文学独有，但"浪漫国度"尤为注重读 者和作者的平等交流。 从电子书开发到有声书版权，传统出版业一直难以适应变化、运营调整缓慢。但如今，许多出版社都在 增加浪漫文学的出版比重，以往不太关注这类文学的编辑们也在积极学习经验。许多出版商不仅渴望效 仿浪漫文学的营销技巧，更希望借鉴其创作逻辑和情感基调——快乐与希望。有作家指出："人们普遍 认为严肃文学作品才具有启发性，但浪漫文学同样如此，它能告诉我们该如何吸引读者，并建立忠诚 度。" 不过，浪漫文学社区运转的底层逻辑，却很难在其他文学类型复现。浪漫文学经纪人玛吉·库珀表 示："人们会愿意阅读新作者的作品，并撰写推荐语，这在其他书圈很难见到。"（作者瑞贝卡·阿克 曼，华安译） 浪漫文学的首要优势在于其灵活性，种类繁多，总有一款适合你。"历史 ...

Group 1 - The article discusses the rise of "healing essays" in South Korea, which are characterized by their short, easily digestible content that often contains motivational phrases rather than deep narratives [1][2] - In 2023, over 4,200 essays were published in South Korea, nearly double the number from a decade ago, with sales of "Korean essays" increasing by over 30% since 2019, while other literary categories have stagnated [2] - The appeal of these essays lies more in their cultural significance and the social validation they provide to readers rather than their literary quality, as purchasing them is seen as a way to care for oneself [2] Group 2 - Publishers recognize that the market for these essays is low-risk, as they do not require in-depth character development or research, focusing instead on catchy phrases that are visually appealing for social media [2] - Some readers express concern that these essays serve as "fast food for the soul," providing instant gratification but lacking in substance, which could be problematic if they become the primary source of emotional support [2] - The phenomenon is further fueled by social media influencers who can quickly become authors, indicating a shift in the publishing landscape where depth is less important than marketability [2]

Core Insights - Guomai Culture is leveraging its passion for knowledge dissemination through self-media accounts, which has become a unique development path in the era of digital traffic [3][4] - The company is set to release the highly anticipated animated film "The Stars of the Three Kingdoms," which aims to create a "Three Kingdoms Universe" and develop related IP products [4][5] - Guomai Culture's film investment strategy focuses on linking with existing IPs, prioritizing projects associated with authors like Han Han and Yi Zhongtian [5][6] Group 1: Company Strategy and Innovations - The company encourages employees to create self-media accounts to share knowledge, reflecting its mission to "promote civilization with small forces" [3][4] - Guomai Culture plans to produce 1 to 2 animated films annually, establishing animation as a long-term development strategy [4][5] - The company reported a revenue of 298 million yuan in the first half of the year, a year-on-year increase of 29.75%, largely attributed to its successful educational books [6][7] Group 2: AI Integration in Publishing - Guomai Culture is embracing AI to reshape the publishing landscape, proposing a new model where content and marketing are integrated with AI-driven solutions [8][9] - The company has developed an "Intelligent Publishing Platform" that covers all aspects of publishing, including planning, editing, and marketing [8][9] - A dedicated team of nearly 30 professionals has been established to support AI development, indicating a significant investment in technology within the publishing sector [9]

Core Viewpoint - The article emphasizes that all aspects of business revolve around sales, highlighting the importance of effective branding and marketing strategies in driving consumer engagement and sales performance [1][2]. Group 1: Company Overview - Hua Yu Hua, founded by brothers Hua Shan and Hua Nan in 2002, has become a leading creative consulting firm in China, known for its impactful branding strategies that dominate various retail environments [3][4]. - The company has served over 60,000 client stores and has cumulatively worked with more than 100,000 stores, showcasing its extensive reach in the market [3][4]. - Hua Yu Hua's design philosophy revolves around creating "super symbols" and catchy slogans that resonate with consumers, making them memorable and effective in driving sales [4][5]. Group 2: Design Philosophy and Methodology - The design principles of Hua Yu Hua are summarized as "big, bright, and many," focusing on creating visually striking logos and repetitive imagery to capture consumer attention [5][12]. - The company believes that effective design should prioritize sales outcomes over aesthetic considerations, leading to a practical approach that some critics label as simplistic or crude [5][12]. - Hua Yu Hua's methodology has been consistent over the years, emphasizing the importance of creating recognizable symbols that can be easily understood by consumers [6][12]. Group 3: Notable Clients and Success Stories - Notable clients include popular Chinese brands such as Mi Xue Bing Cheng and Han Ting Hotels, for which Hua Yu Hua has developed memorable branding elements that significantly boosted their market presence [4][16]. - The success of the "Tian Qi" toothpaste campaign, which sold 400 million units, exemplifies the effectiveness of Hua Yu Hua's branding strategies [16][22]. - The company has transitioned its client base from pharmaceuticals to sectors like food and retail, reflecting its adaptability and broadening market appeal [17][22]. Group 4: Operational Efficiency - Hua Yu Hua employs a production line approach to creativity, aiming to standardize and streamline the creative process, which enhances efficiency and reduces costs [18][20]. - The company has adopted principles from manufacturing, such as the Toyota Production System, to optimize its creative output and ensure consistent quality [18][20]. - Employees are encouraged to engage directly with the market, gaining insights from frontline sales experiences to inform branding strategies [18][20]. Group 5: Future Aspirations - The founders aim to expand internationally, with plans to establish a presence in markets like Singapore and the United States, aspiring to position Hua Yu Hua as a global consulting powerhouse akin to McKinsey [40][41]. - The company is focused on translating its methodologies into English and reaching a broader audience, reflecting its ambition for global influence [40][41]. - Hua Yu Hua's long-term vision includes a commitment to continuous learning and adaptation, ensuring that its strategies remain relevant in an evolving market landscape [40][41].

Core Viewpoint - The article emphasizes that understanding the intrinsic value of companies is more important than short-term performance, highlighting the risks of investing based solely on temporary market trends and earnings reports [1][2]. Group 1: Short-term Performance vs. Long-term Value - Short-term earnings boosts can lead to inflated stock prices, but sustainable investment requires evaluating a company's fundamentals, such as capital structure and ability to return cash to shareholders [2][3]. - Companies that rely on continuous capital investment for growth, like AT&T, often fail to provide real returns to shareholders, while those with strong cash flow, like Thompson Publishing, can consistently reward their investors [2][3]. Group 2: Risks of Trend Investing - Historical examples show that companies in trendy sectors, like solar energy and mobile internet, can experience significant declines in stock prices after initial surges, leading to "double whammy" effects of falling earnings and valuations [5][6]. - Investors often overestimate growth potential, leading to high valuations that can collapse if growth expectations are not met, as seen in the case of the "Growth 50" companies [6]. Group 3: Importance of Historical Performance - Evaluating companies based on stable historical performance is crucial, as short-term market reactions can be misleading; long-term financial results ultimately drive investment success [8]. - Graham's investment principles suggest focusing on companies with a long history of dividend payments and stable financials, rather than chasing high-growth stocks that carry significant risks [8].

Group 1 - The core viewpoint of the articles highlights a significant shift in consumer behavior, particularly among younger generations, moving away from credit cards towards alternative payment methods like "Huabei" and "Baitiao" [1][2] - Recent data indicates that 14 banks experienced a reduction of 200 billion yuan in credit card balances in the first half of the year, reflecting a decline in credit card usage among young consumers [1] - The decline of credit cards is not merely a case of obsolescence but represents a broader cultural shift towards more rational and self-controlled spending habits [1][2] Group 2 - The concept of a "low-desire society" is introduced, where reduced consumer desire is seen as a response to societal pressures and anxieties, suggesting that finding a balance between instant gratification and rational planning is crucial [2][5] - The articles suggest that the financial tools available reflect lifestyle choices, with credit cards representing a previous generation's approach to spending, while newer methods align with contemporary values of control and sustainability [1][2]

Core Points - The meeting of Times Publishing Media Co., Ltd. is scheduled for September 15, 2025, to discuss various proposals including the appointment of an accounting firm and amendments to corporate governance structures [4][6][12] - The company proposes to appoint Tianjian Accounting Firm for the 2025 financial year, with audit fees remaining the same as in 2024 at RMB 2.06 million [5][8] - A profit distribution plan for the first half of 2025 is proposed, with a cash dividend of RMB 0.10 per share, amounting to a total distribution of approximately RMB 67.81 million, representing 32.47% of the net profit [12][11] - The company plans to abolish the supervisory board and related rules, transferring its responsibilities to the audit committee of the board of directors, in compliance with new regulations from the China Securities Regulatory Commission [13][14] Meeting Details - The meeting will be held at the 6th conference room of Times Publishing, located at 1118 Feicui Road, Shushan District, Hefei, Anhui Province [6] - The meeting will utilize both on-site and online voting methods, with specific time slots designated for each [4] Proposals Overview - Proposal 1: Appointment of Tianjian Accounting Firm for auditing services for the fiscal year 2025 [5] - Proposal 2: Distribution of profits for the first half of 2025, with a cash dividend of RMB 0.10 per share [12] - Proposal 3: Abolishment of the supervisory board and related rules, transferring responsibilities to the audit committee [13] - Proposal 4: Amendments to the company’s articles of association to align with new corporate governance regulations [14]

Core Viewpoint - The company intends to reappoint Tianjian Accounting Firm as its auditor for the 2025 fiscal year, following a thorough review of the firm's qualifications and compliance with relevant regulations [1][4]. Group 1: Auditor Information - The proposed accounting firm is Tianjian Accounting Firm (Special General Partnership) [1]. - The firm has a total of 241 partners and 904 employees as of the end of 2024 [1]. - Tianjian's total business revenue is reported at 2.969 billion yuan, with an audit fee total of 73.5 million yuan [1]. Group 2: Project Team - The project partner and signing CPA is Ma Zhangsong, who has been a CPA since 1998 and has experience with listed company audits [2][3]. - The signing CPA Liu Bobo has been a CPA since 2020 and has been involved in listed company audits since 2018 [2][3]. - The quality review personnel is Ye Xicheng, a CPA since 2003, with experience in auditing listed companies [3]. Group 3: Audit Fees - The audit fee for the 2025 fiscal year is set at 500,000 yuan, which is consistent with the fees for the 2024 fiscal year [3]. Group 4: Approval Process - The audit committee has reviewed Tianjian's qualifications and confirmed compliance with necessary audit procedures, recommending the reappointment to the board [3]. - The board of directors approved the reappointment with a unanimous vote of 8 in favor [4]. - The reappointment is subject to approval at the company's first extraordinary general meeting in 2025 [4].