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中南传媒(601098):重视股东回报,新园区落地赋能多元发展
China Post Securities· 2025-09-29 02:38
证券研究报告:传媒 | 公司点评报告 股票投资评级 买入|维持 个股表现 -8% -1% 6% 13% 20% 27% 34% 41% 48% 55% 62% 2024-09 2024-12 2025-02 2025-05 2025-07 2025-09 中南传媒 传媒 资料来源:聚源,中邮证券研究所 ⚫ 事件回顾 2025 年 8 月 27 日,公司发布 2025 年半年报, 2025H1,公司实 现营业收入 63.35 亿元,同比下降 8.09%;归母净利润 10.17 亿元,同 比下降 31.46%;扣非后归母净利润 9.95 亿元,同比下降 34.54%。 2025Q2,公司实现营业收入 34.61 亿元,同比下降 11.10%;归母净利 润 6.48 亿元,同比下降 32.31%;扣非后归母净利润 6.17 亿元,同比 下降 25.91%。 ⚫ 事件点评 公司基本情况 | 最新收盘价(元) | 12.20 | | --- | --- | | 总股本/流通股本(亿股)17.96 / 17.96 | | | 总市值/流通市值(亿元)219 / 219 | | | 52 周内最高/最低价 | 15.14 ...
中南传媒上半年净利润同比增长超三成 拟推中期派息
Core Insights - The company reported a revenue of 6.335 billion yuan, a year-on-year decrease of 8.09%, while the net profit attributable to shareholders was 1.017 billion yuan, a year-on-year increase of 31.46% [1][2] - The company continues to implement a strategy of multiple dividends per year, with a proposed cash dividend of 1 yuan per 10 shares for the mid-2025 period, totaling nearly 180 million yuan [2] Business Performance - In the publishing sector, the company achieved a market share of 5.25% in the national book retail market, an increase of 0.05 percentage points year-on-year, ranking second; in the new book retail market, the share was 6.07%, ranking first [1] - The company’s educational service market initiatives, including the "Four-Dimensional Reading" series and "Primary and Secondary School Reading Action" series, generated sales of 338 million yuan, a year-on-year increase of 9% [1] Digital Education Sector - The total number of users for the "Beike Network" reached 8.52 million, while the "Xiangjiao Smart Cloud" had 700,000 users, with a total platform access of over 39 million times in the first half of the year [2] - The mobile application "A+ Education" had 6.37 million users, with an increase of 100,000 in the half-year period [2] Future Plans - The company plans to focus on cultivating new productive forces, emphasizing the integration of "culture + technology," and aims to enhance operational efficiency and governance capabilities [2] - The company intends to deepen the development of quality content and improve educational service capabilities to drive high-quality growth [2]