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一周广电动态(7月7日—7月13日)
Xin Lang Cai Jing· 2025-07-13 13:25
视听中国 总局要闻 行业动态 ·CVB数据发布:2025上半年电视剧收视报告 ·《2024年北京微短剧研究报告》发布 ·陕西省广播电视局召开微短剧精品创作推进会 媒体声音 ·光明日报 :广电视听从"老有所乐"到"智享晚年" 总局要闻 曹淑敏会见巴基斯坦新闻与广播部部长塔拉尔 · 曹淑敏会见巴基斯坦新闻与广播部部长塔拉尔 · 刘建国会见柬埔寨新闻部国务秘书欧桑莱 · 2025年精品剧集青年创作人才培训班在京举办 · 国家广播电视总局发布2025年第二季度全国国产电视剧发行许可情况 · 四部门联合开展2025年元宇宙典型案例推荐工作 · 国家广播电视总局开展体育公益广告和中华体育故事征集活动 · 第五届全国旅游公益广告遴选展播活动启动 ·西藏自治区广播电视局积极推进"户户通"工程 ·甘肃省广播电视局无线中心"技术大比武 岗位大练兵"活动 7月10日,中央宣传部副部长,国家广播电视总局党组书记、局长曹淑敏会见巴基斯坦新闻与广播部部 长塔拉尔。双方围绕深化中巴广电视听领域合作进行交流。 曹淑敏表示,中国和巴基斯坦是铁杆朋友和全天候战略合作伙伴。广电视听作为载体,在传承中巴友 谊、推动中巴人文交流方面发挥着重要作用。双 ...
“礼赠品第一股”突曝重大内控缺陷!
Zhong Guo Ji Jin Bao· 2025-07-12 09:40
【导读】元隆雅图自曝销售人员涉嫌职务侵占被立案,多期财报或失真 礼赠品行业第一家A股上市公司元隆雅图,7月11日晚曝出重大内部控制问题。 公告称,经自查发现,公司一名在职销售人员存在职务侵占嫌疑,即通过伪造公司客户公章、销售合同等资料,虚构销售业务,非法占有公司财产。 元隆雅图称,为了维护上市公司利益,公司近日主动向北京市公安局西城分局经侦支队报案,并收到了北京市公安局西城分局出具的《立案告知书》,主 要内容为:北京市公安局西城分局认为该销售人员涉嫌职务侵占一案符合立案条件,现依法对该案立案侦查,并已对该案犯罪嫌疑人依法采取刑事强制措 施。 多期财报或失真 公告称,根据公司目前自查初步发现的情况及犯罪嫌疑人的交代,该销售人员伪造的合同分别涉及2023年、2024年及2025年第一季度的销售收入,具体金 额尚待公安机关调查。上述情况可能涉及到相关财务报表的收入和利润等会计科目的差错更正。目前公司正在全力配合公安机关开展相关工作,案件涉及 的具体金额以公安机关调查后认定的金额为准。 不过,就2025年一季度而言,初步发现该销售人员伪造合同行为对公司2025年第一季度销售收入的影响约为2935.05万元,按照谨慎性 ...
“礼赠品第一股”突曝重大内控缺陷!
中国基金报· 2025-07-12 09:27
元隆雅图称,为了维护上市公司利益,公司近日主动向北京市公安局西城分局经侦支队报 案,并收到了北京市公安局西城分局出具的《立案告知书》,主要内容为:北京市公安局西 城分局认为该销售人员涉嫌职务侵占一案符合立案条件,现依法对该案立案侦查,并已对该 案犯罪嫌疑人依法采取刑事强制措施。 【导读】元隆雅图自曝销售人员涉嫌职务侵占被立案,多期财报或失真 中国基金报记者 南深 礼赠品行业第一家 A 股上市公司元隆雅图, 7 月 11 日晚曝出重大内部控制问题。 中国基金报问讯 - 更快 更准 更有料 公告称,经自查发现,公司一名在职销售人员存在职务侵占嫌疑,即通过伪造公司客户公 章、销售合同等资料,虚构销售业务,非法占有公司财产。 2025-07-11 19:34:15 星期五 【元隆雅图:销售人员涉嫌职务 侵占被立案】 中国基金报7月11日电, 元隆雅图(002878.S Z)公告,公司发现一名在职销售人员涉嫌伪造 客户公章及销售合同,虚构业务侵占公司财 产,已向公安机关报案并获立案。涉案人员已 被采取刑事强制措施,案件涉及2023年、2024 年及2025年一季度销售收入,具体金额待公安 机关调查确认。 长按右侧二维码 ...
华媒控股:预计2025年上半年净利润亏损4650万元–6000万元
news flash· 2025-07-11 09:45
华媒控股(000607)公告,预计2025年1月1日至2025年6月30日归属于上市公司股东的净利润为亏损 4650万元–6000万元,比上年同期下降312.82%-374.61%。扣除非经常性损益后的净利润为亏损6150万 元–7500万元,比上年同期下降556.69%-656.94%。基本每股收益为亏损0.0457元/股–0.059元/股。报告 期内,公司广告及策划业、报刊发行等业务板块的相关收入有所下降,同时应收账款、其他应收款等计 提信用减值损失较上年同期有所增加。非经常性损益对净利润影响预计1500—2000万元。 ...
兰州市市场监管局开展广告合规助企行动
Sou Hu Cai Jing· 2025-07-11 08:34
近期,兰州市市场监管局深入开展广告合规助企行动,帮助企业规范广告行为,规避合规风险,提升市场竞争力,不断优化营商环境,以广告监管领域高 效能服务型执法助推广告业高质量发展。 一、合规指导优服务 为企业提供广告法律法规解读,重点讲解《广告法》《反不正当竞争法》等核心条款。市局广告科和法规科联合,在兰州宣天下有限公司、美团兰州公司 等5家企业开展现场问诊式调研、答疑式服务、精准式帮扶,对企业在互联网广告方面遇到的法律问题进行答疑解惑并讲解《广告产业"组合式"助企政策 指引(2025年)》,收到企业一致好评;对40户连锁零售药店和较大的单体药店开展了广告发布合规讲堂,详细讲解了药品广告发布规范和审批的相关要 求,进一步压实了药店的广告活动主体责任。 二、风险预警促规范 及时向企业通报最新监管政策和典型违法案例,帮助企业提前规避风险。市局广告科、网监科、双反科等科室联合,对本地饿了么、拼多多、巨量引擎等 8个网络交易平台企业进行了约谈,通过政策宣讲、合规提示与典型案例剖析,帮助企业掌握合规要点,进一步压实直播电商平台依法合规发布广告的主 体责任;联合教育部门对22家校外培训机构进行专项检查,检查线上线下广告、宣传资料 ...
中国国家文化产业(00745.HK)7月11日收盘上涨25.0%,成交60.28万港元
Jin Rong Jie· 2025-07-11 08:25
7月11日,截至港股收盘,恒生指数上涨0.46%,报24139.57点。中国国家文化产业(00745.HK)收报 0.65港元/股,上涨25.0%,成交量98.6万股,成交额60.28万港元,振幅38.46%。 资料显示,中国国家文化产业集团有限公司是一间投资控股公司,公司主要从事提供广告媒体服务及电 影制作及发行业务。 (以上内容为金融界基于公开消息,由程序或算法智能生成,不作为投资建议或交易依据。) 最近一个月来,中国国家文化产业累计涨幅202.33%,今年来累计涨幅369.72%,跑赢恒生指数19.78% 的涨幅。 财务数据显示,截至2025年3月31日,中国国家文化产业实现营业总收入4033.51万元,同比增长 56.76%;归母净利润-441.3万元,同比增长89.05%;毛利率9.03%,资产负债率14.07%。 机构评级方面,目前暂无机构对该股做出投资评级建议。 行业估值方面,媒体及娱乐行业市盈率(TTM)平均值为-15.24倍,行业中值-1.61倍。中国国家文化产 业市盈率-25.49倍,行业排名第54位;其他华视集团控股(01111.HK)为2.14倍、耀星科技集团 (08446.HK)为2 ...
基石金融(08112.HK)7月10日收盘上涨17.6%,成交3552港元
Jin Rong Jie· 2025-07-10 08:32
Company Overview - Cornerstone Financial Holdings Limited, established in April 2004, pioneered the concept of displaying advertisements on flat screens in elevator lobbies of office buildings, creating a wide-reaching video advertising network targeting professionals [2] - The company has become the largest digital outdoor media company in Hong Kong and Singapore over the past decade, with active screens in numerous large office buildings and residential areas [2] - In August 2016, the company expanded into the financial services sector by acquiring a licensed corporation for securities brokerage, benefiting from the launch of the Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect [5][6] Financial Performance - As of December 31, 2024, the company reported total revenue of 49.99 million HKD, a year-on-year decrease of 6.86%, and a net profit attributable to shareholders of -19.39 million HKD, an increase of 56.95% [1] - The gross profit margin stands at 63.75%, with a debt-to-asset ratio of 27.77% [1] Market Position and Valuation - The media and entertainment industry has an average price-to-earnings (P/E) ratio of -13.72x, with Cornerstone Financial's P/E ratio at -1.37x, ranking 97th in the industry [1] - Other companies in the industry include Huashi Group Holdings (P/E 2.04x), Yaoxing Technology Group (P/E 2.55x), and Weibo-SW (P/E 6.77x) [1] Strategic Partnerships and Developments - In February 2012, the company partnered with Youku Tudou Group to produce micro-films and distribute them on the Youku platform [2] - In August 2015, the company acquired a controlling stake in Stan Lee Global Entertainment, expanding its film development and production capabilities [3][4]
花旗:外汇顺风将利好奈飞(NFLX.US)Q2业绩 维持“中性”评级
智通财经网· 2025-07-10 07:39
智通财经APP获悉,流媒体巨头奈飞(NFLX.US)将于美东时间7月17日美股盘后公布2025年第二季度财 报。花旗预计,受益于外汇顺风因素,奈飞的第二季度营收和息税前利润(EBIT)将略高于市场预期。除 了财报数据外,投资者的关注重点可能集中在广告层级的更新、管理层对订阅用户趋势的评论,以及公 司不断发展的直播内容战略上。花旗维持对奈飞的"中性"评级,目标价为1250美元。 五大要点: 1、奈飞此前给出的指引预计,第二季度营收为110.35亿美元,EBIT为36.75亿美元。市场共识预期与该 公司指引大致相符。花旗预测,受益于外汇顺风因素,奈飞第二季度营收和EBIT将较该公司指引高出 约1.0%。 2、市场一致预期,奈飞将指引2025年第三季度营收为113亿美元,EBIT为34.3亿美元(对应约30.4%的利 润率)。 3、奈飞此前曾指引2025年全年营收区间为435亿至445亿美元,EBIT利润率约为29%。该指引基于2025 年1月的外汇汇率。鉴于目前外汇环境的有利变化,我们认为该公司正在走在其指引的前面。 4、奈飞此前还指引2025年现金内容支出为180亿美元,自由现金流(FCF)为80亿美元。 5、 ...
快手-W(1024.HK):可灵商业化目标再上调 海外运营利润转正
Ge Long Hui· 2025-07-09 02:16
Core Viewpoint - Kuaishou's Q1 2025 earnings report shows overall revenue in line with expectations, with overseas business operations turning profitable for the first time, achieving a revenue of 32.6 billion yuan, a year-on-year increase of 11% [1] Business Segments - E-commerce: Kuaishou's Q1 e-commerce GMV reached 332.3 billion yuan, up 15% year-on-year, with active buyers reaching 135 million and a penetration rate of 19.0%. The platform supports small and medium-sized businesses, with a 25% increase in active sellers year-on-year [2] - Advertising: Q1 advertising revenue grew by 8% year-on-year, with significant growth in content consumption and local life sectors. AI-driven advertising material generation reached an average of 30 million yuan daily, indicating potential acceleration in ad revenue growth in the second half of the year [2] - Live Streaming: Q1 live streaming revenue was 9.8 billion yuan, up 14% year-on-year. User growth and algorithm optimization contributed to a 7% increase in total traffic, with daily active users (DAU) at 408 million, up 4% year-on-year [2] Keling AI - Kuaishou's Keling AI 2.0 model, set to launch in April 2025, is positioned as a global leader in generative AI technology, achieving a score of 1201 in the Arena ELO benchmark test. The model supports multi-modal input for video generation, enhancing its competitive edge in the market [3]
港股新机遇来了吗?帮主郑重跟你掏掏底
Sou Hu Cai Jing· 2025-07-08 16:46
Group 1 - The Hong Kong stock market has shown signs of recovery, with the Hang Seng Index rising nearly 20% since its low point last October [3] - Major companies like Tencent and Alibaba are stabilizing, and even previously struggling real estate stocks are showing some movement [3] - There has been significant net inflow of southbound funds, with several instances of monthly net inflows exceeding 10 billion [3] Group 2 - Several factors contributing to this change include a more supportive policy environment for platform economies, leading to increased investor confidence in internet giants [3] - The valuation of the Hang Seng Tech Index is at historically low levels, even lower than during the 2008 financial crisis, indicating potential buying opportunities [3] - External pressures have eased, with the Federal Reserve slowing down interest rate hikes, reducing the strain on the Hong Kong market which relies on foreign investment [3] Group 3 - Specific sectors are beginning to show signs of recovery, such as consumer stocks, with a noticeable increase in foot traffic and sales in stores catering to mainland tourists [4] - Technology stocks are also gaining momentum, with companies like Tencent and Alibaba exploring new revenue streams beyond cost-cutting measures [4] - However, the overall economic recovery in mainland China is still uncertain, and corporate earnings must catch up with stock price rebounds [4] Group 4 - Investment opportunities in Hong Kong stocks are emerging, particularly in companies with low valuations and solid business fundamentals that can benefit from the mainland economic recovery [5] - The approach to investing should be cautious, focusing on long-term value rather than attempting to time the market perfectly [5] - The market is not yet fully recovered, and while opportunities exist, they require careful analysis and patience [6]