"A+H"上市热仍在火热持续中。6月25日，国内营销龙头蓝色光标首次向港交所递交招股书，拟在香港主板上市，华泰国际、国 泰君安国际和华兴资本为其联席保荐人。 该公司成立于1996年，总部位于北京，是中国最早成立的公关公司之一，也是目前国内最大的营销传播集团，2010年，蓝色光 标在深圳证券交易所创业板上市，一举拿下"公关第一股"的位置。截至7月2日收盘，该股价为6.37元，总市值为225.34亿元。 2025年以来，A股龙头上市公司开启了自己的第二轮上市，拥抱A+H模式，譬如恒瑞医药、宁德时代等行业巨头相继成功叩响 港交所的大门，实现A+H上市。蓝色光标作为国内营销龙头，若此次赴港上市成功，能否如上述行业巨头一样在港交所书写优 质投资故事呢? 国内最大营销公司，2024年收入超600亿 据智通财经了解，蓝色光标是中国本土最大的营销传播集团之一，全球业务布局广泛，在业界拥有知名度和声誉。 根据弗若斯特沙利文的资料，按照2024年收入计，蓝色光标为最大的中国营销公司，亦为全球前十大营销传播公司中唯一一家 中国企业，排名第十，市场份额为0.68%。 于往绩记录期间，蓝色光标的营销服务已触达全球近200个国家和地区， ...

Group 1 - The first live broadcast featuring the digital persona of Luo Yonghao on Baidu e-commerce attracted over 13 million viewers, achieving a GMV of over 55 million yuan, setting a new record for digital person live streaming sales [1] - The live stream utilized AI to access its knowledge base 13,000 times and generated 97,000 words of product explanation content, with over 8,300 actions performed by Luo Yonghao and the digital assistant [1] - The virtual human technology is transitioning from a one-way output tool to a two-way interactive medium, redefining the e-commerce landscape and meeting the emotional connection needs of younger consumers [1] Group 2 - Fengshang Culture has developed a virtual performance product line, including a virtual performance cloud platform, digital human operator, and virtual performance supplier [2] - Yueliang Media has established a wholly-owned subsidiary focusing on the commercialization of digital humans and virtual IPs, aiming to explore new marketing models in the metaverse [2] - The company is building strong partnerships with leading media platforms and technology service providers to enhance its strategic positioning in emerging industries [2]

最新一期业绩显示，2025年一季报，公司实现营业收入1.12亿元，同比-25.51%；净利润-4029449.83 元，同比79.77%，销售毛利率31.89%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)7宣亚国际-138.99-76.065.4926.69亿行业平均 58.1468.154.25108.28亿行业中值43.7955.302.9465.70亿1金逸影视-1832.06-37.4818.6033.87亿2天威视 讯-458.51-2502.393.1270.30亿3歌华有线-443.47-165.160.90114.82亿4引力传媒-262.74-270.0225.4348.89亿 5中国电影-207.04143.291.85201.26亿6因赛集团-142.93-138.239.6362.26亿8*ST天择-128.66- 144.835.0324.67亿9华媒控股-118.74-511.462.7142.54亿10流金科技-101.31-104.673.9525.21亿11蓝色光 标-84.01-80.203.03233.12亿 来源：金融界 6月9日，宣亚国际今日收盘14.7 ...

因赛集团的主营业务包括整合营销传播服务。其核心产品主要分为效果营销和品牌管理等，从产品收入结构来看，效果营销占比最高，达到52.94%，其次 是品牌管理，占比27.87%。 因赛集团自2019年6月6日上市至今，已迎来6周年。从上市首日收盘价为23.8元、市值20.12亿元，到如今市值达到59.41亿元，因赛集团的成长不仅仅是营收 规模的扩张，更是业务结构的优化调整，但从最近几年公司经营表现来看，盈利能力出现明显波动。 从上市首日至今，因赛集团的市值实现了1.95倍的增长，显示出一定的成长性。2024年10月30日，因赛集团的市值巅峰达到103.37亿元，股价也顺应升至 94.0元。而至6月5日收盘，因赛集团的股价为54.02元，市值为59.41亿元，相比峰值时期市值减少43.97亿元，市值蒸发了42.53%。 来源：金融界 因赛集团上市的2019年，当年实现归母净利润0.53亿元，截至最新完整财年的2024年，公司实现-0.45亿元的归母净利润，累计利润增长了-185.58%。这6个 年间，因赛集团有1年出现亏损，归母净利润增长的年份达到2年，占比高达33.33%。从最近年份的因赛集团财报来看，公司盈利能力 ...

公告显示，本次交易设置了股份锁定安排和业绩承诺及补偿安排、摊薄当期每股收益的填补回报安排、 发行价格调整机制、减值测试补偿等保护性条款。交易对方取得的新增股份分五次解禁，分别于股份发 行并上市之日起12个月、24个月、36个月、48个月以及60个月解锁总体股份数量的30%、30%、30%、 5%以及5%。交易对方承诺标的公司2025年度、2026年度、2027年度实现的净利润分别不低于6300万 元、7200万元及8100万元；如实际数据未达到当年累计承诺值的95%，则触发业绩补偿。交易对方优先 以其在本次交易中取得的股份进行补偿，如股份不足以补偿的，交易对方应以现金予以补偿。 智者品牌是国内知名的公关营销传播服务商，深耕科技消费品、汽车、云计算、互联网等行业领域，长 期服务各行业的全球知名品牌和中国行业龙头品牌，其中包括华为、比亚迪、广汽埃安、一汽红旗、东 风岚图、长安马自达、吉利、悦达起亚、英菲尼迪、联发科、抖音、OPPO、石头科技、方太厨具等优 质客户。 （文章来源：证券时报网） 公司表示，后续将继续贯彻"并购六条"相关指引精神，全力推进本次重组的各项工作，按照相关法律法 规的规定和要求尽早向交易所递交 ...

5月8日，宣亚国际今日收盘14.39元，上涨2.35%，最新市净率5.34，创22天以来新低，总市值25.97亿 元。 最新一期业绩显示，2025年一季报，公司实现营业收入1.12亿元，同比-25.51%；净利润-4029449.83 元，同比79.77%，销售毛利率31.89%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)7宣亚国际-135.23-74.005.3425.97亿行业平均 58.0368.514.21107.15亿行业中值44.4254.322.8566.41亿1金逸影视-1663.11-34.0316.8930.75亿2天威视 讯-440.71-2405.263.0067.58亿3歌华有线-387.03-144.140.79100.21亿4引力传媒-244.71-251.4823.6845.53亿 5中国电影-196.47135.981.76190.99亿6因赛集团-136.19-131.729.1859.33亿8*ST天择-110.90- 124.844.3421.27亿9华媒控股-109.65-472.312.5039.28亿10流金科技-84.17-86.973.2820. ...

Stagwell (STGW) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Individual investors often find i ...

前十大流通股东累计持有： 28774.11万股，累计占流通股比： 30.44%，较上期变化： -299.85万股。 | 名称 | 持有数量(万股) | 占总股本比 | 增减情况 | | --- | --- | --- | --- | | | | 例(%) | (万股) | | 杭州福石资产管理有限公司 | 7572.51 | 8.01 | 不变 | | 刘伟 | 6683.27 | 7.07 | 不变 | | 宋春静 | 5755.43 | 6.09 | -1336.10 | | 北京文投九州鼎盛科技发展有限公司 | 2041.74 | 2.16 | 不变 | | 北京华谊嘉信整合营销顾问集团股份有限公司破产企业 财产处置专用账户 | 1729.56 | 1.83 | 不变 | | 北京福石初喜管理咨询合伙企业(有限合伙) | 1404.08 | 1.49 | 154.95 | | 徐国新 | 1336.10 | 1.41 | 新进 | | 倪正龙 | 1307.69 | 1.38 | 不变 | | 张敏华 | 473.83 | 0.50 | 不变 | | 邵雨田 | 469.90 | 0.50 | 不变 | ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company is leveraging AI to reshape its core business, aiming for high-quality development in technology marketing [1] - The company reported a total revenue of 14.2577 billion yuan in Q1 2025, a year-on-year decrease of 9.66%, while net profit attributable to shareholders was 95.5 million yuan, an increase of 16% year-on-year [4][5] - The company is expected to achieve AI-driven revenue of 30 to 50 billion yuan in 2025, with a long-term goal of exceeding 100 billion yuan [5][6] Summary by Sections Market Performance - The company’s stock price is currently at 8.27 yuan, with a total market capitalization of 20.9 billion yuan [1] Business Overview - The company’s revenue structure includes significant contributions from gaming, e-commerce, and internet applications, with respective revenues of 26.14 billion, 18.17 billion, and 9.44 billion yuan in 2024 [4] - The company is focusing on expanding into high-value markets in Europe, Southeast Asia, and Latin America to mitigate external impacts from trade disputes [4] AI Strategy - The company has developed its own AI platform, BlueAI, and aims to create around 1,500 AI-driven intelligent entities by 2024 [5] - The company has partnered with global AI-driven advertising platforms and plans to restart AI investments to enhance its marketing capabilities [6][7] Financial Forecast - Revenue projections for 2025 to 2027 are 65.037 billion, 70.418 billion, and 76.250 billion yuan respectively, with net profits expected to be 459 million, 570 million, and 713 million yuan [8][10] - The company anticipates a significant increase in earnings per share (EPS) from 0.18 yuan in 2025 to 0.28 yuan in 2027 [8][10]