"我97岁的爷爷去年冬天洗澡时突然双腿失去知觉，在厕所挣扎一整晚无人发现，差点危及生命。基于这个经历，我投资了一个类似扫地机器人的设备， 听到老人呼叫可以移到到老人旁边，一键报警、一键录像，不涉及隐私监控，但能帮助老人自救。" 张润哲是上市公司联掌门户（总部湖州）的创始人——谈到AI的应用机会，他分享到：相比于大模型等重投入行业，小场景+中型赛道更有机会，比如养 老机器人。 | | 联掌门户主要业务一览 | | --- | --- | | 业务板块 | 核心内容 | | 智能社区 | 以智能门禁系统为核心、提供社区安全管理、居民出入 便捷服务,集成SaaS平台实现远程管理。 | | 户外广告 | 利用门禁屏及SaaS软件展示广告,覆盖120个城市,提 供一站式多渠道广告解决方案。 | | 本地电商 | 连接本地商户与居民,盖餐饮、旅游、零售等场景 | | 全球化扩展 | 基于国内验证的"硬件+广告+电商"模式,向东南亚、中 东输出标准化解决方案。 | 联掌门户的核心业务是：智慧社区和家庭生活。基于此，张润哲能接触到很多生活场景。在与铅笔道的对话中，张润哲提到了多个AI应用机会。 1、千亿赛道不如"垂直生活场景 ...

美国户外广告市场规模为100亿美元，但增速恐将放缓。（彭博） ...

Core Insights - JCDecaux, in partnership with VIOOH and Displayce, is hosting the 'Get Real' event at The Avenue during the Cannes Lions International Festival of Creativity from June 16 to 19, 2025, focusing on the effectiveness of outdoor advertising [1][2][4] Company Overview - JCDecaux reported a revenue of €3,935.3 million in 2024 and is recognized as the number one out-of-home media company worldwide [7] - The company has a daily audience reach of 850 million people across more than 80 countries and operates 1,091,811 advertising panels globally [7][11] Event Details - The 'Get Real' event will feature a curated program with marketing and communication leaders, offering insights and solutions for advertisers and agencies [2][3] - The venue, The Avenue, aims to showcase the power of out-of-home (OOH) and digital out-of-home (DOOH) advertising, emphasizing the psychology of visual impact and effective messaging strategies [4][6] Networking Opportunities - The event provides a unique opportunity for networking with top-tier advertising professionals and expert marketers, with limited places available for registration [4][6]

随着澳洲储备银行（RBA）预计将再次下调借贷成本，基金经理纷纷将目光转向澳洲小盘股，而非全 球股票市场。 重点投资方向 基德曼看好消费和房地产板块，尤其是澳大利亚最大的户外广告公司oOh!media。尽管户外广告行业长 期下滑，但受联邦大选中工党胜选推动，该股在过去一个月上涨了约13%。此外，家具零售商Nick Scali也备受青睐，预计在利率下降期间表现强劲。 押注利率下调 市场普遍预计，RBA将在下周将现金利率下调0.25个百分点至3.85%，而且在圣诞节前还将进一步降息 两次。相比之下，美国联邦储备银行预计最快在9月才会下调基准利率，且全年最多只降两次。这种利 率分歧使得澳洲本土股票更具吸引力，尤其是受经济增长影响较大的小盘股。 小盘股成投资热点 Centennial资产管理公司负责人马修·基德曼表示，小盘股通常对经济增长变化最为敏感，尽管降息对经 济的拉动效果具有滞后性，但市场往往会根据利率周期而非经济周期进行调整。 在利率下调预期的推动下，澳大利亚S&P/ASX 200指数在周五创下三个月新高，距离2月份的历史高点 仅差约3%。自4月7日触底以来，该指数已反弹近14%。 Ophir研究主管卢克·麦克 ...

证券代码：301102 证券简称：兆讯传媒 兆讯传媒广告股份有限公司投资者关系活动记录表 编号：2025-001 5、公司传媒大环境中的品牌优势是什么？ 答：公司凭借十余年的经营积累和优质的服务，在行业下游 具有较高的品牌知名度，并与各铁路局集团建立了稳固的战 略合作关系，在行业上游获得了良好的口碑。报告期内，公 司凭借行业领先的媒体资源优势，在 2024 年第十一届中国 户外广告论坛中荣获"城市地标广告媒体"（广州、成都、北 京三地）、"全国高铁站核心候车区数字媒体数量最多"、"贵 阳核心商圈最大高清 LED 屏"、"户外广告交通场景类优质 媒体"四类奖项认证。同时凭借先进数字创意生产和制作能 力打造的作品《进化论》、《汽车之家空间站》、 《Take A Breath 》和《〈猫猫虫〉萌翻龙年新春》荣获"城市户外裸 眼 3D 创意作品"之称。 6、请问公司的针对高铁和商圈的销售模式是什么？ 答：公司成立高铁及商圈媒体的销售团队，并将两个媒体系 统全部按地域划分为大区，分区域进行管理。公司刊例价也 按高铁及商圈媒体二种媒体类型，以站点、屏点或套餐的形 式分别对外报价。在实际销售过程中，公司综合考虑客户合 作情 ...

Outfront Media (OUT) reported $390.7 million in revenue for the quarter ended March 2025, representing a year-over-year decline of 4.4%. EPS of $0.14 for the same period compares to -$0.18 a year ago.The reported revenue represents a surprise of -1.50% over the Zacks Consensus Estimate of $396.65 million. With the consensus EPS estimate being $0.15, the EPS surprise was -6.67%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determi ...

Clear Channel Outdoor (CCO) Q1 2025 Earnings Call May 01, 2025 08:30 AM ET Company Participants Eileen Mclaughlin - VP - Investor RelationsScott Wells - CEODavid Sailer - Executive VP & CFOCameron McVeigh - Vice President - Equity ResearchDaniel Osley - Vice President, Equity ResearchAvi Steiner - Managing Director Conference Call Participants Lance Vitanza - MD & Senior AnalystAaron Watts - Managing Director, Media, Entertainment, Cable, & Satellite Credit Analyst Operator a reminder, this conference is be ...

Clear Channel Outdoor (CCO) Q1 2025 Earnings Call May 01, 2025 08:30 AM ET Speaker0 a reminder, this conference is being recorded. It's now my pleasure to turn the call over to your host Eileen McLaughlin, Vice President, Investor Relations. Eileen, please go ahead. Good morning and thank you Speaker1 for joining our call. On the call today are Scott Wells, our CEO and David Saylor, our CFO. Will provide an overview of the twenty twenty five first quarter operating performance of Clear Channel Outdoor Holdi ...

北京时间4月28日分众传媒发布了2024年全年以及2025年一季度业绩。这次财报除了关注去年四季度、今年一季度（主要是Q1）的当期业绩表现之外，最大的关注 焦点就是若顺利（主要是监管审批）收购最"难缠"的竞对——新潮传媒之后，结合当下复杂的宏观环境，公司对未来的规划和增长预期会发生如何变化？ 核心要点如下： 1. 2024收官： 虽然机构调整后的预期不高，但第四季度收入显得更艰难一些，同比下滑7%。一季度收入同样略不及预期，足以体现去年底到今年初的环境恶劣。 2. Q1同样有压力： 对于一季度的"稳态"低增长，市场priced in了绝大部分。今年春节期间消费表现一般，年初以来的社零增速也是一个前低后高的缓慢爬升趋 势，因此对于一季度，市场未报太高期望。 3. 吃下新潮，利润率打开空间： 利润上四季度主要靠短期控费，以及非主业收益的预期差，最终净利润表现略微收回来了一些。不过，非主业的收益在海豚君看 来是要剔除不考虑的，单看核心经营利润，因为收入承压，还是弱于预期。 一季度核心经营利润并未miss太多，主要则得益于过去一年优化点位的战略下毛利率持续改善，梯媒毛利率、影院毛利率同比略有改善。此外就是费用严格控制 ...

Core Viewpoint - Zhaoxun Media (301102.SZ), known as the "first stock of high-speed rail media in China," reported a revenue of 670 million yuan in 2024, marking a year-on-year growth of 12.26%, with a net profit attributable to shareholders of 75.6343 million yuan [1] Group 1: High-Speed Rail Digital Media Business - The high-speed rail digital media network is a crucial foundation for Zhaoxun Media's first business curve and core advantage, characterized by its extensive coverage, depth, and quality [2] - The company has solidified its competitive edge, signing contracts with 529 railway passenger stations and operating 495 of them, with over 98.4% being high-speed rail stations, and managing 4,957 digital media screens [2] - Zhaoxun Media has made significant upgrades to major stations like Beijing South and Shenzhen North, enhancing its media offerings and creating impactful visual advertising spaces [2] Group 2: Outdoor Media Business Development - Zhaoxun Media's outdoor naked-eye 3D screen business has begun to take shape, with new installations in key urban commercial areas, including Shenzhen and other major cities [4] - The company has established a top-tier visual creative team and is exploring AI applications in digital content production, achieving notable advancements in digital image processing [4] - The outdoor media business is progressing smoothly, with completed projects enhancing customer engagement and overall profitability [4] Group 3: Market Trends and Economic Environment - The macroeconomic environment in China is stable, providing a conducive backdrop for the advertising and media industry, with advertising revenue surpassing 1.5 trillion yuan in 2024, a 17.9% increase from the previous year [6] - The integration of advertising with the real economy is expected to continue, with significant growth in various media advertising revenues, which exceeded 1 trillion yuan for the first time [6] - Zhaoxun Media's dual-core advertising model combining high-speed rail digital media and urban commercial screen media has gained recognition from numerous leading brands, indicating strong market demand [8]