Core Viewpoint - Gravity Media (603598.SH) is expected to achieve a net profit attributable to shareholders of the parent company ranging from 14 million to 20 million yuan in 2025, marking a turnaround from losses in the previous year [1] Financial Performance - The company anticipates a net profit attributable to shareholders after deducting non-recurring gains and losses between 13.5 million and 19.5 million yuan for the year 2025 [1] - The revenue growth remains strong despite a challenging consumer environment, driven by robust demand from clients in the internet social, daily chemical beauty, and 3C industries [1] Business Strategy - The company is actively optimizing its client structure by reducing low-margin performance marketing services and focusing on integrated marketing services for major clients [1] - The launch of the self-developed AIGC creative platform "Jiuhe Creative" and the deep application of AI tools in content production, strategy planning, and operational management are key initiatives to enhance efficiency and reduce costs [1] Operational Efficiency - The company has improved its sales expense ratio and management expense ratio, leading to enhanced overall operational efficiency while maintaining steady revenue growth [1]

一、本期业绩预告情况 （一）业绩预告期间 2025年1月1日至2025年12月31日。 证券代码：603598 证券简称：引力传媒 公告编号：2026-013 引力传媒股份有限公司 2025 年年度业绩预盈公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： （二）业绩预告情况 二、上年同期经营业绩和财务状况 2、预计2025年年度实现归属于母公司所有者的扣除非经常性损益后的净利 润1,350万元到1,950万元。 （三）本次业绩预告未经注册会计师审计。 （一）利润总额：-1,287.39万元。归属于母公司所有者的净利润：-1,810.51 万元。归属于母公司所有者的扣除非经常性损益的净利润：-1,728.09万元。 （二）每股收益：-0.07元。 三、本期业绩预盈的主要原因 报告期内，受益于互联网社交行业客户、日化美妆行业客户及3C等行业客户 的旺盛业务需求，公司营业收入在具有挑战性的消费大环境下依然获得了较高增 长。同时，公司积极推进客户结构优化策略，主动收缩毛利率较低的效果类营销 业绩预告的具体适用情形： ...

Group 1 - The company, 引力传媒, expects to achieve a net profit attributable to shareholders of the parent company between 14 million to 20 million yuan for the year 2025, marking a turnaround from a loss in the previous year [1] - The primary reason for the performance change is the strong business demand from clients in the internet social industry, daily chemical beauty industry, and 3C sectors, resulting in significant revenue growth despite a challenging consumer environment [1] - The company is actively optimizing its client structure by reducing low-margin performance marketing services and focusing on integrated marketing services for major clients, which enhances its business model and profitability resilience [1] Group 2 - The company has launched its self-developed AIGC creative platform "九合创意" and is advancing the deep application of AI tools in content production, strategy planning, and operational management, driving cost reduction and efficiency improvement [1] - As a result of these initiatives, the company has seen steady revenue growth while further optimizing its sales and management expense ratios, leading to improved overall operational efficiency [1]

从资金流向上来看，当日广告营销板块主力资金净流入59.16亿元，游资资金净流出33.63亿元，散户资金 净流出25.52亿元。广告营销板块个股资金流向见下表： | 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300058 | 蓝色光标 | 28.98 Z | 10.60% | -17.17 Z | -6.28% | -11.81亿 | -4.32% | | 600986 浙文互联 | | 10.51亿 | 18.41% | -5.23 Z | -9.17% | -5.28 Z | -9.24% | | 300063 | 天龙集团 | 5.69亿 | 11.93% | -2.85 Z- | -5.98% | -2.83 Z- | -5.94% | | 300781 | 因害隻闭 | 4.21 乙 | 23.15% | -2.79 Z- | -15.32% | -1.43 乙 | -7.83% | | 002400 | ...

Core Viewpoint - The cultural media sector has experienced a significant rally, with the sector index rising over 6% as of January 29 [1]. Group 1: Sector Performance - The sector saw a broad increase in stock prices, with major companies like InSai Group and Shengguang Group hitting the daily limit up [3]. - Notable performers include InSai Group with a 20% increase, and other companies such as BlueFocus and Yidian Tianxia rising over 10% [3]. Group 2: Individual Stock Highlights - Liujin Technology increased by 28.57%, with a market value of 14 billion and a current price of 43.11 [4]. - InSai Group rose by 20%, with a market value of 54.18 billion and a current price of 88.95 [4]. - BlueFocus saw an 18.52% increase, with a market value of 24.15 billion and a current price of 866.3 [4]. - Other notable increases include Dalong Group (+17.12%), Yidian Tianxia (+15.19%), and Zhidingtou (+14.58%) [4].

Core Viewpoint - The short video sector is experiencing significant gains, with multiple companies reaching their daily price limits [1] Group 1: Company Performance - People's Daily, Inertia Media, and Zhejiang Wenlian have all hit the daily limit up [1] - BlueFocus Communication Group, Chinese Online, Wanxing Technology, Jiuqi Software, and Simay Media are among the stocks with notable price increases [1]

因赛集团20%涨停，省广集团、人民网、新华网、引力传媒、天地在线等涨停，蓝色光标、易点天下、中文在线、世纪天鸿等涨逾10%；板块内 个股全线飘红。 1月29日，文化传媒板块持续拉升，截至发稿，板块指数涨超6%。 | 代码 | 名称 | 涨幅 | 日金额 | 息市值 | 现价 | | --- | --- | --- | --- | --- | --- | | 920021 | 流金科技 | +28.57% | 7.98 Z | 43.11 Z | 14.00 | | 300781 | 因赛集团 | +20.00% | 11.31亿 | 88.95 Z | 54.18 | | 300028 | 蓝色光标 | +18.52% | 147.2 Z | 866.3 Z | 24.15 | | 300063 | 天龙集团 | +17.12% | 22.40 乙 | 127.1亿 | 16.75 | | 301171 | 易点天下 | +15.19% | 37.46 Z | 348.5 Z | 73.78 | | 300785 | 值得买 | +14.58% | 13.75 Z | 152.0 Z | 76.48 | | ...

引力传媒股份有限公司 2026 年第一次临时股东会资料封面 引力传媒股份有限公司 2026 年第一次临时股东会 会议资料 2026 年 2 月 4 日 | 会议须知 | 2 | | --- | --- | | 会议议程 | 3 | | 议案一：关于公司预计 2026 年度申请综合授信额度的议案 5 | | | 议案二：关于公司与全资子公司、全资孙公司申请综合授信互相提供担保的议案 | 6 | 引力传媒股份有限公司 2026 年第一次临时股东会会议资料 会议须知 为维护投资者合法权益，确保股东会正常有序召开，根据《公司法》、《股东 会议事规则》、《公司章程》等有关规定，特制定本须知，请出席现场股东会的全 体人员遵照执行。 一、参会股东应认真阅读公司在中国证监会指定信息披露媒体发布的关于本次 股东会的会议通知、会议资料及相关公告，按照会议通知要求办理相关参会手续。 二、本次股东会设立会务组，具体负责股东会的程序安排和会务工作。 三、为保证股东会的严肃性和正常秩序，切实维护与会股东（或股东代理人） 的合法权益，除出席会议的股东（或股东代理人）、公司董事、高级管理人员、公 司聘请的律师、董事会邀请的人员及相关工作人员 ...

Core Insights - The advertising and marketing sector experienced a significant increase of 3.95% on January 23, with Zhejiang Wenlian leading the gains [1] - The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1] Stock Performance - Zhejiang Wenlian (600986) closed at 12.05, up 10.05%, with a trading volume of 3.44 million shares and a transaction value of 4.044 billion [1] - Huamei Holdings (000607) closed at 5.04, up 10.04%, with a trading volume of 1.22 million shares and a transaction value of 607 million [1] - Yidian Tianxia (301171) closed at 66.00, up 9.05%, with a trading volume of 986,200 shares [1] - BlueFocus Communication Group (300058) closed at 20.55, up 7.70%, with a trading volume of 8.80 million shares and a transaction value of 17.413 billion [1] - Other notable stocks include Jiayun Technology (300242) at 6.46, up 7.31%, and Tianlong Group (300063) at 14.90, up 6.66% [1] Capital Flow - The advertising and marketing sector saw a net inflow of 1.353 billion from institutional investors, while retail investors experienced a net outflow of 1.082 billion [1] - The table indicates that BlueFocus Communication Group had a net inflow of 479 million from institutional investors, while retail investors had a net outflow of 458 million [2] - Huamei Holdings had a significant net inflow of 178 million from institutional investors, but a net outflow of 1.12 billion from retail investors [2]

Group 1 - A-share market sees a rise in AIGC concept stocks, with notable increases in several companies [1] - Zhejiang Wenhu Internet (浙文互联) hits the daily limit with a 10.05% increase, while Century Tianhong (世纪天鸿) rises by 7.63% [2] - Other companies such as Guangyun Technology (光云科技), SuperMap Software (超图软件), and Di'an Diagnostics (迪安诊断) also experience significant gains, exceeding 5% [1][2] Group 2 - The total market capitalization of Zhejiang Wenhu Internet is 17.9 billion, with a year-to-date increase of 54.09% [2] - Century Tianhong has a market cap of 4.236 billion and a year-to-date increase of 16.75% [2] - Guangyun Technology's market cap stands at 11.3 billion, with a year-to-date increase of 57.32% [2]