浙江出版传媒股份有限公司 简式权益变动报告书 上市公司名称：浙江出版传媒股份有限公司 上市地点：上海证券交易所 股票简称：浙版传媒 股票代码：601921 信息披露义务人：浙报数字文化集团股份有限公司 住所：浙江省杭州市拱墅区储鑫路15号浙数科技中心2幢1701室 通讯地址：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 股份变动性质：股份增加 签署日期：2025 年9月29日 1 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国公司法》《中华人民共和国证券法》 《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告书》及其他相关法律、法规和规范性文件编写本报告书。 六、信息披露义务人承诺本报告书不存在虚假记载、误导性陈述或重大遗漏，并 对其真实性、准确性、完整性承担个别和连带的法律责任。 2 | | | 第一节 释 义 二、信息披露义务人签署本报告书已获得必要的授权和批准。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》及《公开发行证 券的公司信息披露内容与格式准则第 15 号--权益变动报告书》的规定，本报告书已全 面披露了信息披露义务人在 ...

浙江出版传媒股份有限公司 简式权益变动报告书 股份变动性质：股份减少 签署日期：2025 年9月29日 1 信息披露义务人声明 上市公司名称：浙江出版传媒股份有限公司 上市地点：上海证券交易所 股票简称：浙版传媒 股票代码：601921 信息披露义务人一：浙江出版联合集团有限公司 住所：浙江省杭州市拱墅区环城北路177号浙江数字出版大楼1幢22层 通讯地址：浙江省杭州市拱墅区环城北路177号 信息披露义务人二：浙江出版集团投资有限公司 住所：浙江省杭州市拱墅区环城北路177号浙江数字出版大楼1幢19楼1901室 通讯地址：浙江省杭州市拱墅区环城北路177号 六、信息披露义务人承诺本报告书不存在虚假记载、误导性陈述或重大遗漏，并 对其真实性、准确性、完整性承担个别和连带的法律责任。 2 | 简式权益变动报告书附表 20 | | --- | 一、信息披露义务人依据《中华人民共和国公司法》《中华人民共和国证券法》 《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告书》及其他相关法律、法规和规范性文件编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准。 三 ...

Group 1 - The core viewpoint of the article is that Zhejiang Version Media (601921.SH) is advancing its investment strategy focused on the "culture + technology" sector by establishing a new investment partnership [1] - The company signed a partnership agreement with Zhejiang Shuju Culture and Xinglu Investment to set up the Zhejiang Wangchen Digital Venture Capital Partnership (Limited Partnership) [1] - The total subscribed capital for this fund is RMB 201 million, with the company contributing RMB 100 million, accounting for 49.75% of the total subscribed capital [1]

Core Viewpoint - Zhejiang Shuju Culture plans to acquire 133 million shares of Zhejiang Publishing Media Co., representing 6.00% of the total share capital, at a price of 8.82 yuan per share, totaling 1.176 billion yuan. This transaction is not classified as a related party transaction or a major asset restructuring [1]. Group 1 - The acquisition involves a non-public agreement for the transfer of shares [1]. - The share transfer price is set at 8.82 yuan per share [1]. - The total value of the share transfer amounts to 1.176 billion yuan [1]. Group 2 - The shares being acquired represent 6.00% of the total share capital of Zhejiang Publishing Media [1]. - The transaction does not constitute a related party transaction [1]. - The transaction also does not qualify as a major asset restructuring [1].

Group 1 - The company Zhejiang Shuju Culture (600633) announced on September 29 that it plans to acquire a 6% stake in Zhejiang Publishing Group's subsidiary, Zheban Media (601921), through a private agreement [1] - The share transfer price is set at 8.82 yuan per share, totaling 1.176 billion yuan for the entire transaction [1]

Core Viewpoint - Zhejiang Publishing Media Co., Ltd. (referred to as "Zhejiang Media") reported a mixed performance in the first half of 2025, with a revenue decline but a significant increase in net profit, indicating resilience in its operations despite market challenges [1][2]. Financial Performance - In the first half of 2025, Zhejiang Media achieved an operating income of 5.093 billion yuan, a year-on-year decrease of 2.66% [1]. - The net profit attributable to shareholders was 676 million yuan, reflecting a year-on-year increase of 33.50% [1]. Business Development - The decline in revenue was primarily attributed to a sluggish growth in the overall book retail market, with online book sales experiencing a year-on-year decrease [1]. - Despite the drop in online sales, the company's educational materials business showed stable growth, contributing to an increase in total profit and net profit attributable to shareholders [1]. Tax and Operational Efficiency - The increase in net profit was significantly aided by a 25% tax burden optimization resulting from the restoration of cultural enterprise income tax policies [1]. - The company has focused on strengthening its publishing core business and optimizing its distribution service system to enhance operational efficiency [1]. Digital Transformation - Zhejiang Media is advancing its digital transformation by focusing on three main areas: developing a large model for the publishing industry, enhancing data connectivity across the entire production chain, and exploring AI+education integration [2][3]. - The company is collaborating with iFlytek to improve content production quality and efficiency through intelligent editing and review processes [2]. Publishing Ecosystem and Investment - The company is expanding its publishing qualifications and ecosystem, with new electronic and audio-visual publishing qualifications to promote cross-industry integration [3]. - Zhejiang Media is actively investing in the Zhejiang Digital Publishing Fund to strategically position itself in the "culture + technology" sector [3]. Future Outlook - The company plans to continue focusing on the entire industry chain of "editing, printing, distribution, and supply" while balancing the five elements of "books, stores, digital, chains, and people" [3]. - Future strategies include solidifying the core publishing business, enhancing cultural services, promoting nationwide reading, and driving digital empowerment to improve core competitiveness and create long-term value for shareholders [3].

Core Insights - The integration of digital technology and traditional culture is being actively pursued in Zhejiang, with a focus on the "cultural + technology" model, enhancing cultural products and services through AI and digital innovations [1][3][5] Group 1: Cultural and Technological Integration - The establishment of the Wulin 921 Digital Cultural Industry Park represents a significant investment in cultural infrastructure, set to officially open on May 18, 2024, and aims to foster collaboration in the AI sector [2][3] - Zhejiang's publishing industry is undergoing a transformation driven by a "publishing +" strategy, which includes content incubation, copyright operation, and digital reading services, reflecting a shift towards digitalization [3][4] - The "New Three Samples" of Chinese culture, which include online literature, online films, and online games, are being promoted internationally through digital platforms, with Zhejiang Publishing Group leading these efforts [3][4] Group 2: AI and Digital Innovations - E-signature technology is becoming a crucial tool in the digital economy, with e-signature leader e签宝 expanding its services and achieving significant growth, including a doubling of revenue this year [5][6] - The introduction of AI tools, such as the intelligent contract agent by e签宝, has streamlined contract management processes, reducing processing time by 60% to 80% [5][6] - Traditional manufacturing sectors are also integrating AI technologies, as seen in the development of smart office solutions by companies like 圣奥科技, which enhance workplace ergonomics and employee health [6][7] Group 3: Future Industry Development - Two pilot zones for future industries have been established in Xiaoshan District, focusing on synthetic biology and artificial intelligence, aimed at creating a platform for innovation and industry development [7]

Group 1 - The integration of digital technology and traditional culture is being actively pursued in Zhejiang, a cultural province in China, enhancing the cultural industry through technological advancements [3][4] - The "Cultural + Technology" initiative has led to the emergence of new cultural products, such as AI emotional companion robots and digital cultural experiences, which are becoming popular among consumers [5][9] - The establishment of the Wulin 921 Digital Cultural Industry Park represents a significant investment in the cultural sector, set to officially open on May 18, 2024, and aims to promote cultural and technological synergies [5][9] Group 2 - The Zhejiang Publishing Group is transforming its operations by adopting a "Publishing +" strategy, which integrates content creation with digital technology, enhancing efficiency and reducing costs in the publishing process [8][9] - The group has successfully published the 3A game "Black Myth: Wukong," showcasing its capability in the new cultural industry, which includes online literature, films, and games [8][9] - The establishment of a "Global AI Digital Product Trade Comprehensive Pilot Zone" at the Wulin 921 Park aims to facilitate the international dissemination of new cultural products [9] Group 3 - E-signature technology is becoming a crucial tool in the digital economy, with e-signature platform e签宝 expanding its services and achieving significant growth, including a doubling of revenue this year [10][11] - The introduction of an intelligent contract agent by e签宝 has streamlined contract management for businesses, reducing processing time by 60%-80% and achieving a high coverage rate of key clause reviews [10][11] - Traditional manufacturing sectors are also integrating AI technologies, as seen in the development of smart office solutions by companies like 圣奥科技, which enhance workplace ergonomics and productivity [11][12] Group 4 - The Hangzhou government has identified key future industry pilot zones, including two in the Xiaoshan District, aimed at fostering innovation and efficient transformation of industrial ecosystems [12]

Core Viewpoint - The publishing sector experienced a decline of 0.6% on September 17, with significant losses in the Guangdong media segment, while the Shanghai Composite Index rose by 0.37% and the Shenzhen Component Index increased by 1.16% [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3876.34, up 0.37% [1] - The Shenzhen Component Index closed at 13215.46, up 1.16% [1] - The publishing sector's individual stocks showed mixed performance, with notable declines in several companies [1] Group 2: Stock Performance - Major stocks in the publishing sector included: - Xinhua Wenhui (601811) closed at 15.70, up 1.16% with a trading volume of 69,500 shares and a turnover of 107 million yuan [1] - Southern Media (601900) closed at 13.07, up 0.38% with a trading volume of 73,800 shares [1] - Guangdong Media (002181) closed at 8.23, down 3.63% with a trading volume of 955,700 shares and a turnover of 788 million yuan [2] Group 3: Capital Flow - The publishing sector saw a net outflow of 239 million yuan from institutional investors, while retail investors contributed a net inflow of 200 million yuan [2] - The capital flow for individual stocks indicated varying levels of interest from different investor types, with some stocks experiencing significant net inflows from retail investors [3]

Core Viewpoint - The publishing sector experienced a decline of 1.2% on September 15, with major stocks like Guomai Culture leading the drop, while the Shanghai Composite Index fell by 0.26% and the Shenzhen Component Index rose by 0.63% [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 3860.5, down 0.26% [1]. - The Shenzhen Component Index closed at 13005.77, up 0.63% [1]. - The publishing sector saw a net outflow of 462 million yuan from major funds, while retail investors contributed a net inflow of 407 million yuan [3]. Group 2: Individual Stock Performance - Tianzhou Culture (300148) closed at 5.03, with an increase of 1.21% and a trading volume of 513,100 shares [1]. - Rongxin Culture (301231) closed at 24.81, up 0.53% with a trading volume of 27,400 shares [1]. - Zhongwen Media (600373) remained unchanged at 10.22, with a trading volume of 156,000 shares [1]. - Other notable stocks include China Publishing (600373) at 7.12 (0.00%), New Classics (603096) at 18.15 (-0.27%), and Shiji Tianhong (300654) at 10.21 (-0.29%) [1].