| | | 统计截止日 区间股价涨跌幅 股东户数 增减 增减比例 户均持股市值 (元) | | | 户均持股数(股) | | --- | --- | --- | --- | --- | --- | | 2025-06-30 | 4.70% | 40492 -6345 | -13.55% | 15.64万 | 4.13万 | | 2025-03-31 | 25.69% | 46837 3859 | 8.98% | 12.92万 | 3.57万 | | 2024-12-31 | 5.11% | 42978 -354 | -0.82% | 11.20万 | 3.89万 | | 2024-09-30 | 35.64% | 43332 1253 | 2.98% | 10.57万 | 3.86万 | 根据统计，广西广电2025年3月31日至2025年6月30日，主力资金净流出1.32亿元，游资资金净流入 2344.64万元，散户资金净流入1.09亿元。期间龙虎榜该股共上榜1次，沪股通专用席位上榜0次。近3个 月融资净流出4606.23万，融资余额减少；融券净流出20.34万，融券余额减少。 证券之星消息，近日广西广电披露 ...

证券之星消息，8月27日电视广播板块较上一交易日下跌0.53%，东方明珠领跌。当日上证指数报收于 3800.35，下跌1.76%。深证成指报收于12295.07，下跌1.43%。电视广播板块个股涨跌见下表： 从资金流向上来看，当日电视广播板块主力资金净流入4.02亿元，游资资金净流出2.53亿元，散户资金净 流出1.49亿元。电视广播板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | --- | --- | --- | --- | --- | --- | --- | | 300770 | 新媒股份 | 47.68 | 10.75% | | 26.89万 | 13.09亿 | | 601929 | 吉视传媒 | 4.02 | 10.14% | | 1076.45万 | 42.42亿 | | 000665 | 湖北广电 | 6.49 | 3.67% | | 140.22万 | 266.8 | | 600936 | 广西广电 | 3.85 | -0.26% | | 40.90万 | 1.60亿 | | 600959 | 江苏有线 | 3.71 | - ...

证券之星消息，8月25日电视广播板块较上一交易日下跌1.3%，吉视传媒领跌。当日上证指数报收于 3883.56，上涨1.51%。深证成指报收于12441.07，上涨2.26%。电视广播板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600037 | 歌华有线 | 9.22 | 1.54% | 39.03万 | | 3.54Z | | 600996 | 蛊广网络 | 8.70 | 1.52% | 32.14万 | | 2.80亿 | | 834021 | 流金科技 | 7.80 | 0.39% | 17.07万 | | 1.33亿 | | 300770 | 新媒股份 | 42.76 | 0.16% | 4.75万 | | 2.03亿 | | 301551 | 无线传媒 | 52.19 | -0.19% | 2.50万 | | 1.31亿 | | 600936 | 广西广电 | 3.80 | -0.26% | 21.75万 | | 8272.96万 | | 00 ...

证券之星消息，近日吉视传媒披露，截至2025年6月30日公司股东户数为11.35万户，较3月31日减少1.29 万户，减幅为10.21%。户均持股数量由上期的2.76万股增加至3.07万股，户均持股市值为5.56万元。 在电视广播行业个股中，吉视传媒股东户数高于行业平均水平，截至6月30日，电视广播行业平均股东 户数为5.93万户。户均持股市值方面，电视广播行业A股上市公司户均持股市值为18.16万元，吉视传媒 低于行业平均水平。 从股价来看，2025年3月31日至2025年6月30日，吉视传媒区间跌幅为1.63%，在此期间股东户数减少 1.29万户，减幅为10.21%。 | | | 统计截止日 区间股价涨跌幅 股东户数 增减 增减比例 户均持股市值 (元) | | | | 户均持股数(股) | | --- | --- | --- | --- | --- | --- | --- | | 2025-06-30 | -1.63% | 113511 | -12913 | -10.21% | 5.56万 | 3.07万 | | 2025-03-31 | -8.00% | 126424 | -6708 | -5.04% ...

Core Viewpoint - The report from Guosen Securities emphasizes the importance of focusing on investment opportunities that are immune to "involution," highlighting three high-barrier sectors: monopolistic industries like public utilities and rare earths, industries with exclusive products and global competitiveness in hard technology, and sectors where AI accelerates the replacement of repetitive tasks [1][2][3]. Group 1: High-Barrier Industries - Monopolistic barrier assets, such as public utilities (electricity, water) and strategic rare resources (like rare earths), effectively avoid intense market competition and provide stable cash flow and pricing power, making them excellent defensive investments [2][11]. - Global competitive assets are characterized by technological innovation and product exclusivity, allowing companies to successfully expand into overseas markets and create unique advantages, primarily found in high-end manufacturing and hard technology sectors [2][11]. - AI-driven efficiency revolution assets are transforming traditional industries by replacing repetitive labor, significantly enhancing productivity and accelerating the "involution" process in certain sectors [3][19]. Group 2: Market Phases of "Involution" - The "involution" market is currently transitioning from the first phase (involution 1.0) to the second phase (involution 2.0), where the focus shifts from broad industry recovery to individual stock selection based on self-discipline and competitive differentiation [4][6]. - The first phase is characterized by supply-side contraction leading to a supply-demand gap, benefiting upstream resource sectors like steel and coal [4][6]. - The second phase sees a focus on high-quality companies that can achieve market share and profitability recovery through strict production discipline, while smaller firms must innovate and create unique competitive advantages [4][6]. Group 3: Long-Term Investment Strategy - The long-term strategy emphasizes investing in industries with natural high barriers to entry, which can provide stable and higher returns compared to short-term "involution" opportunities [11][13]. - Historical data indicates that monopolistic industries, such as public utilities and strategic rare resources, have shown resilience and sustained performance compared to emerging industries that have faced downturns [11][13]. - The report suggests prioritizing sectors with high entry barriers, such as public utilities and strategic resources, which offer stable cash flows and are less affected by economic cycles [11][13].

Core Insights - The current "anti-involution" market trend represents a phase of reversal from difficulties, characterized by a clear four-stage evolution, alternating between systematic market opportunities (β) and individual stock excess returns (α) [3][5] - Investors are encouraged to focus on high-barrier assets that are naturally immune to "involution," identifying three core long-term investment themes: monopolistic barrier assets, globally competitive assets, and AI-enabled efficiency revolution assets [3][4][19] Group 1: Four Stages of "Anti-Involution" Market - The first stage (Anti-Involution 1.0) is driven by supply-side contraction expectations, benefiting upstream resource sectors like steel and coal, leading to a typical β opportunity [5][6] - The second stage (Anti-Involution 2.0) sees a shift in focus from industry-wide gains to individual stock differentiation, where leading firms gain market share through strict production discipline, creating α opportunities [6][7] - The third stage (Anti-Involution 3.0) involves a fundamental improvement in supply-demand relationships, leading to a recovery in overall corporate profits and product prices, marking a new round of market upturn [7][8] - The fourth stage (Anti-Involution 4.0) features the emergence of new core assets in a stabilized competitive landscape, driven by technological innovations and global expansion [8][9] Group 2: Current Market Positioning - The market is transitioning from Anti-Involution 1.0 to 2.0, necessitating a dual focus on both β opportunities in specific sectors and the identification of high-quality stocks with strong α characteristics [8][13] - The current "anti-involution" differs fundamentally from the 2015 policy-driven "three reductions" approach, relying more on market-driven self-discipline rather than administrative mandates [8][13] Group 3: Long-Term Investment Themes - The report emphasizes the importance of investing in industries with natural high barriers to entry, such as public utilities and strategic rare resources, which provide stable cash flows and are less affected by economic cycles [19][27] - The three core elements supporting high-barrier industries include licensing barriers, resource barriers, and network effect barriers, which create exclusive pricing power and stable cash flows [27][28] - Companies that successfully "go global" and break overseas monopolies are identified as key players in the "anti-involution" narrative, particularly in high-tech sectors [29][30] Group 4: AI Empowerment - The rise of AI technology is seen as a transformative force accelerating the "anti-involution" process by enhancing productivity and driving market clearing [33][35] - Industries that can effectively leverage AI to reduce costs and reshape competitive dynamics are positioned to thrive in the evolving market landscape [35][36]

证券之星消息，8月13日电视广播板块较上一交易日上涨1.76%，吉视传媒领涨。当日上证指数报收于 3683.46，上涨0.48%。深证成指报收于11551.36，上涨1.76%。电视广播板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600936 | 广西广电 | 3.80 | -1.81% | 23.42万 | | 9022.95万 | | 834021 | 流金科技 | 7.42 | -0.93% | 10.35万 | | 7747.87万 | | 600637 | 东方明珠 | 7.87 | 0.13% | 31.67万 | | 2.50亿 | | 300770 | 新媒股份 | 40.51 | 0.27% | 3.33万 | | 1.35亿 | | 301551 | 无线传媒 | 50.73 | 0.65% | 3.64万 | ...

证券之星消息，8月12日电视广播板块较上一交易日上涨0.62%，吉视传媒领涨。当日上证指数报收于 3665.92，上涨0.5%。深证成指报收于11351.63，上涨0.53%。电视广播板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600037 | 歌华有线 | 2310.39万 | 10.56% | -624.14万 | -2.85% | -1686.24万 | -7.71% | | 301551 无线传媒 | | 1583.87万 | 8.58% | 1161.05万 | 6.29% | -2744.93万 | -14.87% | | 000665 湖北广电 | | 1216.98万 | 2.98% | -702.57万 | -1.72% | -514.41万 | -1.26% | | 000917 电广传媒 | | 983.30万 | 5.56% | -204.55万 | -1.16% | ...

Core Insights - The report highlights that in 2024, the total salary of A-share listed company secretaries reached 4.086 billion yuan, with an average annual salary of 754,300 yuan, and over 21% of secretaries earning more than 1 million yuan [1] Industry Overview - In the television broadcasting sector, the total salary for secretaries amounted to 10.144 million yuan, with an average annual salary of 676,300 yuan [2] Educational Background - The majority of secretaries in the television broadcasting industry hold a master's degree, accounting for 53.85%, followed by bachelor's degree holders at 46.15% [3] Age and Tenure - Most secretaries in the television broadcasting sector are over 40 years old, with the youngest being Xu Wenhai from Liujin Technology, born in 1987, making him 38 years old [3] - Zhang Chao from Guangxi Radio and Television has the longest tenure at 11 years, while Ding Yinglei from Gehua Cable has the shortest tenure, having served for less than 2 years [3] Salary Distribution - Only 2 companies in the television broadcasting sector have secretaries earning over 1 million yuan, representing 15.38% of the total [4] - Yao Jun from New Media Co. has the highest salary at 2.1134 million yuan, approximately 3.1 times the industry average, while the lowest is Sun Yi from Jishi Media at 189,600 yuan, less than one-third of the average [4] - Jiangsu Cable's secretary, Sun Sheng'an, experienced the highest salary increase of 68.39%, with a new salary of 962,200 yuan [4] Performance Metrics - New Media Co. reported a revenue of 1.579 billion yuan in 2024, a year-on-year increase of 3.63%, but a net profit decline of 7.04% to 658 million yuan [4] - Jishi Media achieved a revenue of 1.982 billion yuan, a 7.99% increase, but reported a net loss of 465 million yuan, a 27.71% increase in losses [4] - Jiangsu Cable's revenue was 7.98 billion yuan, up 5.04%, with a net profit of 365 million yuan, a 7.46% increase [4] Regulatory Issues - In 2024, only one secretary in the television broadcasting sector faced regulatory penalties, specifically Huang Zongwen from Guigang Network [5][6]

Core Insights - The report highlights that in 2024, the total salary of A-share listed company secretaries reached 4.086 billion yuan, with an average annual salary of 754,300 yuan, and over 21% of secretaries earning more than 1 million yuan [1] Industry Overview - In the television broadcasting sector, the total salary for secretaries amounted to 10.144 million yuan, with an average annual salary of 676,300 yuan [2] Educational Background - The majority of secretaries in the television broadcasting industry hold a master's degree, accounting for 53.85%, followed by bachelor's degree holders at 46.15% [3] Age and Tenure - Most secretaries in the television broadcasting sector are over 40 years old, with the youngest being Xu Wenhai from Liujin Technology, born in 1987, making him 38 years old [3] - Zhang Chao from Guangxi Radio and Television has the longest tenure at 11 years, while Ding Yinglei from Gehua Cable has the shortest tenure, having served for less than 2 years [3] Salary Distribution - Only 2 companies in the television broadcasting sector have secretaries earning over 1 million yuan, representing 15.38% of the total [4] - Yao Jun from New Media Co. has the highest salary at 2.1134 million yuan, approximately 3.1 times the industry average, while the lowest is Sun Yi from Jishi Media at 189,600 yuan, less than one-third of the average [4] - Jiangsu Cable's secretary, Sun Sheng'an, experienced the highest salary increase of 68.39%, with a new salary of 962,200 yuan [4] Performance Metrics - New Media Co. reported a revenue of 1.579 billion yuan in 2024, a year-on-year increase of 3.63%, but a net profit decline of 7.04% to 658 million yuan [4] - Jishi Media achieved a revenue of 1.982 billion yuan, a 7.99% increase, but reported a net loss of 465 million yuan, a 27.71% increase in losses [4] - Jiangsu Cable's revenue was 7.98 billion yuan, up 5.04%, with a net profit of 365 million yuan, a 7.46% increase [4] Regulatory Issues - In 2024, only one secretary in the television broadcasting sector faced regulatory penalties, specifically Huang Zongwen from Guigang Network [5][6]