截至发稿，蔡振累计任职时间4年54天，现任基金资产总规模119.9亿元，任职期间最佳基金回报 51.99%， 任职期间最差基金回报2.96%。 9月26日，浙数文化跌5.01%，截至发稿，报14.80元/股，成交6.29亿元，换手率3.31%，总市值187.68亿 元。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 资料显示，浙报数字文化集团股份有限公司位于浙江省杭州市拱墅区储鑫路15号浙报数字文化科技园A 座，成立日期1992年7月1日，上市日期1993年3月4日，公司主营业务涉及数字娱乐产业及大数据相关业 务。主营业务收入构成为：在线游戏运营业务43.27%，数字营销业务25.03%，技术信息服务业务 22.12%，在线社交业务8.64%，其他收入0.91%，其他(补充)0.03%。 数据显示，招商基金旗下1只基金重仓浙数文化。招商中证1000指数增强A（004194）二季度持有股数 72.93万股，占基金净值比例为0.83%，位居第五大重仓股。根据测算，今日浮亏损 ...

9月25日，浙数文化（维权）盘中上涨2.04%，截至11:28，报15.50元/股，成交6.99亿元，换手率 3.60%，总市值196.55亿元。 浙数文化今年以来股价涨50.49%，近5个交易日涨7.56%，近20日涨0.71%，近60日涨15.33%。 资金流向方面，主力资金净流出4263.94万元，特大单买入4461.06万元，占比6.38%，卖出4434.71万 元，占比6.35%；大单买入1.32亿元，占比18.89%，卖出1.75亿元，占比25.03%。 截至6月30日，浙数文化股东户数9.62万，较上期减少9.34%；人均流通股13177股，较上期增加 10.30%。2025年1月-6月，浙数文化实现营业收入14.14亿元，同比增长0.09%；归母净利润3.77亿元，同 比增长156.26%。 分红方面，浙数文化A股上市后累计派现23.93亿元。近三年，累计派现6.84亿元。 机构持仓方面，截止2025年6月30日，浙数文化十大流通股东中，华夏中证动漫游戏ETF（159869）位 居第三大流通股东，持股1823.70万股，相比上期增加350.52万股。香港中央结算有限公司位居第七大流 通股东，持 ...

Core Viewpoint - The stock of Zhidu Co., Ltd. has shown a mixed performance in recent trading sessions, with a year-to-date increase of 19.86% but a decline of 12.06% over the past 20 days [1][2]. Financial Performance - For the first half of 2025, Zhidu Co., Ltd. reported a revenue of 2.166 billion yuan, representing a year-on-year growth of 46.70% [2]. - The net profit attributable to shareholders for the same period was 82.4749 million yuan, which reflects a year-on-year decrease of 18.81% [2]. Stock Market Activity - As of September 25, the stock price of Zhidu Co., Ltd. was 10.14 yuan per share, with a market capitalization of 12.83 billion yuan [1]. - The stock experienced a net inflow of 14.4 million yuan from main funds, with significant buying activity from large orders [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 8.32% to 123,900, while the average number of circulating shares per person increased by 9.07% to 10,208 shares [2][3]. - Notable institutional shareholders include Hong Kong Central Clearing Limited and various ETFs, with some increasing their holdings [3]. Business Overview - Zhidu Co., Ltd. specializes in mobile internet traffic aggregation and management, with its main revenue sources being digital marketing (63.64%) and internet media services (32.06%) [1]. - The company is categorized under the media and advertising marketing industry, with involvement in concepts such as Google, digital currency, and blockchain [1].

Group 1 - The core viewpoint of the news is that Zhejiang Shuzi Culture Co., Ltd. has seen a significant stock price increase of 5.3%, reaching 15.09 CNY per share, with a trading volume of 706 million CNY and a market capitalization of 19.135 billion CNY [1] - The company, established on July 1, 1992, and listed on March 4, 1993, operates primarily in the digital entertainment and big data sectors, with revenue breakdowns as follows: online game operations 43.27%, digital marketing 25.03%, technical information services 22.12%, online social services 8.64%, and other income 0.91% [1] Group 2 - From the perspective of major fund holdings, the Fuqun Fund has a significant position in Zhejiang Shuzi Culture, with the Fuqun CSI Sports Industry Index A Fund (161030) increasing its holdings by 40,700 shares in the second quarter, totaling 498,300 shares, which represents 4.4% of the fund's net value [2] - The Fuqun CSI Sports Industry Index A Fund, established on January 1, 2021, has a current size of 124 million CNY, with a year-to-date return of 35.13% and a one-year return of 75.25%, ranking 1,095 out of 3,814 in its category [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 9月19日，省广集团在2025广东上市公司投资者关系管理月活动投资者网上集体接待日活动中，接受了 投资者网上调研。本次活动采用网络远程方式，在全景路演平台（http://rs.p5w.net）举行，时间为2025 年9月19日（星期五）15:30 - 17:00 。省广集团董事长杨远征先生、总经理廖浩先生、独立董事段淳林 女士、财务总监周旭先生、董事会秘书吕亚飞先生参与接待。 投资者关系活动类别属于"其他（2025广东上市公司投资者关系管理月活动投资者网上集体接待日）" 。活动参与人员为投资者网上提问，且本次活动未涉及应披露而未披露的重大信息。 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 点击 ...

Group 1: Financial Performance - The company's revenue in the first half of the year increased by 22.78%, primarily driven by the growth in digital marketing services [3] - The overseas marketing business experienced a significant growth rate of 36.73%, focusing on serving industries such as branding, gaming, apps, and cross-border e-commerce [3] Group 2: Technology and Innovation - The company is closely monitoring advancements in artificial intelligence (AI) technology, which is increasingly applied in the advertising marketing industry [3] - AI technology and the maturity of AIGC production models are seen as opportunities for marketing companies to enhance business efficiency and innovation [3] - The annual investment in technology research and development is detailed in the company's annual report [3] Group 3: Strategic Development - The company is committed to promoting the development of the marketing industry, continuously driving transformation and resource integration to optimize its business structure [3] - Future development strategies and significant investment plans will be disclosed in accordance with relevant regulations [3] - The company emphasizes market share stability and aims to strengthen its market influence through ongoing transformation and resource optimization [3] Group 4: Investor Relations - The investor relations activity was conducted online on September 19, 2025, with participation from key executives including the Chairman and General Manager [2] - The company assures that no undisclosed significant information was involved in this activity [2]

Core Viewpoint - The stock of Zhidu Co., Ltd. has shown a significant increase in price and trading volume, indicating positive market sentiment and potential growth opportunities for the company [1][2]. Group 1: Stock Performance - On September 18, Zhidu's stock rose by 2.05%, reaching a price of 10.44 CNY per share, with a trading volume of 1.89 billion CNY and a turnover rate of 1.46%, resulting in a total market capitalization of 132.10 billion CNY [1]. - Year-to-date, Zhidu's stock price has increased by 23.40%, with a 4.09% rise over the last five trading days, 5.56% over the last twenty days, and 13.23% over the last sixty days [1]. Group 2: Financial Performance - For the first half of 2025, Zhidu reported a revenue of 2.166 billion CNY, reflecting a year-on-year growth of 46.70%. However, the net profit attributable to shareholders decreased by 18.81% to 82.475 million CNY [2]. - The company has distributed a total of 210 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [2]. Group 3: Shareholder Structure - As of June 30, 2025, the number of shareholders for Zhidu decreased by 8.32% to 123,900, while the average number of circulating shares per person increased by 9.07% to 10,208 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 10.2737 million shares, an increase of 3.2473 million shares from the previous period [2].

9月7日晚间，智度股份发布关于控股股东涉及诉讼事项的公告，公司控股股东智度德普因合伙期限到期未及时解散，被12名有限合伙人提起诉讼，要求解 散。 智度德普表示将积极与受理法院、诉讼原告及其他有限合伙人进行沟通，妥善处理该诉讼事项，将继续勤勉、尽责地履行控股股东职责，保障上市公司运 营和治理结构的稳定。 公告显示，北京智度德普股权投资中心（有限合伙）（简称"智度德普"）为智度科技股份有限公司的控股股东，智度德普与智度集团有限公司、拉萨经济 技术开发区智恒咨询有限公司为一致行动人，截至本公告披露日，合计持有智度股份比例约为24.85%。 公司于2025年9月5日收到智度德普的《告知函》，获悉智度德普于近日收到北京市顺义区人民法院（2025）京0113民初31419号《应诉通知书》，刘莉等 12名智度德普有限合伙人（合计出资比例为19.82%）向北京市顺义区人民法院提起诉讼，请求判令解散智度德普，理由是目前智度德普合伙期限已到 期，却不及时解散等原因。 公告指出，诉讼案件并未对智度股份本期利润或期后利润产生影响，公司具备独立的生产经营体系，经营活动正常开展。智度德普将积极与法院及原告进 行沟通，妥善处理诉讼事项，确 ...

Core Viewpoint - The company reported significant growth in net profit for the first half of 2025, driven by increased fair value of financial assets and investment income from associates, while maintaining a positive outlook on its gaming business and the integration of culture and technology [1][2]. Group 1: Financial Performance - In H1 2025, the company achieved revenue of 1.414 billion yuan, a year-on-year increase of 0.09%, and a net profit attributable to shareholders of 377 million yuan, up 156.26% year-on-year [1]. - Q2 2025 revenue was 708 million yuan, down 3.66% year-on-year but up 0.16% quarter-on-quarter, with a net profit of 234 million yuan, reflecting a year-on-year increase of 386.45% and a quarter-on-quarter increase of 62.52% [1]. - The company plans to distribute a cash dividend of 0.8 yuan per 10 shares [1]. Group 2: Business Segments - The gaming business generated revenue of 706 million yuan in H1 2025, representing a year-on-year growth of 9.02%, while the subsidiary Bianfeng Network reported revenue of 1.015 billion yuan, up 1.62% year-on-year [2]. - The digital marketing segment saw significant growth, achieving revenue of 382 million yuan, a year-on-year increase of 13.97%, driven by the expansion of the Zhejiang Big Data Trading Center [2]. - The integration of AI algorithms in gaming is expected to enhance user engagement and payment efficiency, supporting continued growth in the gaming sector [2]. Group 3: Technological Development - The company is advancing its digital technology initiatives, with the Fuchun Cloud business focusing on upgrading computing infrastructure, including the completion of a data center in Hangzhou [3]. - The company has developed platforms like "Communication Big Model" and expanded its media coverage to 86.7% across the province, with plans to extend to other regions [3]. - The integration of intelligent technology in vertical scenarios is anticipated to drive growth in the company's digital technology business [3]. Group 4: Profit Forecast and Valuation - The company maintains its profit forecast, expecting net profits attributable to shareholders to reach 673 million yuan, 773 million yuan, and 906 million yuan for 2025-2027, with growth rates of 31.57%, 14.88%, and 17.16% respectively [4]. - Using the SOTP valuation method, the target price for 2025 is set at 19.65 yuan, reflecting an increase from the previous target of 16.27 yuan [4].

根据大洋集团2024年年报，目前，集团在同步发展以数位营销技术为驱动的商业机遇。截止2024年12月 31日，集团已启动英国直播业务布局，拟构建MCN业务。英国MCN业务将与集团现有的数字营销板块 形成战略协同作用，相互赋能，借势全球直播热潮打造具有影响力的流媒体品牌，开拓新的增收管道， 此外，集团将继续维持英国零售业务运营。预计该板块在2025年会为集团带来持续可观的现金流。 消息面上，7月4日，大洋集团发布公告称，拟配售2866万股，认购价为每股认购股份1.20港元，较7月3 日收市价每股0.630港元溢价约90.48%。所得款项净额将约为3439万港元。所得款项净额拟用作集团的 一般营运资金，以支持集团的进一步业务发展，包括但不限于其数字营销业务。 本文源自：智通财经网 大洋集团(01991)午后涨超38%，截至发稿，涨28.92%，报1.07港元，成交额322.08万港元。 ...