证券代码：000607 证券简称：华媒控股 公告编号：2025-027 浙江华媒控股股份有限公司（以下简称"公司""华媒控股"）股票（证券 简称：华媒控股，证券代码：000607）连续两个交易日内（2025年7月10日——2025 年7月11日）日收盘价格涨幅偏离值累计达到20％，根据《深圳证券交易所交易 规则》的有关规定，属于股票交易异常波动。 二、关注、核实情况 针对公司股票交易异常波动，公司进行了内部核实，并书面函询公司实际控 制人、控股股东及其一致行动人等大股东，核实结果如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产生 较大影响的未公开重大信息； 浙江华媒控股股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 一、股票交易异常波动的情况介绍 披露的信息不存在需要更正、补充之处。 四、风险提示 经自查，公司不存在违反信息公平披露的情形。 公司预计于2025年8月23日披露《2025年半年度报告》，目前相关工作正在 进行。 2025年半年度业绩预告详 ...

Group 1 - Yuntian Lifa plans to issue H-shares and list on the Hong Kong Stock Exchange [3] - Aerospace Electromechanical's wholly-owned subsidiary intends to transfer 70% equity of Eschong Korea [4] - Three Gorges Water Conservancy plans to publicly transfer 41.0071% equity of Chongqing Tiantai Energy Group [5] Group 2 - Galaxy Microelectronics intends to invest 310 million yuan in the construction of a high-end integrated circuit device industrialization base [6] - Wanye Enterprises' wholly-owned subsidiary plans to invest 299 million yuan to establish a private equity investment fund [7] - Dailor New Materials will invest 45 million yuan to establish a holding subsidiary [8] Group 3 - Huaxi Securities expects a net profit increase of 1025.19% to 1353.9% year-on-year for the first half of 2025 [10][11] - Guolian Minsheng anticipates a net profit increase of approximately 1183% year-on-year for the first half of 2025 [12] - Gaode Infrared expects a net profit increase of 734.73% to 957.33% year-on-year for the first half of 2025 [13] Group 4 - Tianchen Co. expects a net profit increase of 640% to 786% year-on-year for the first half of 2025 [14] - Shenkai Co. anticipates a net profit increase of 183% to 278% year-on-year for the first half of 2025 [15] - Taishan Petroleum expects a net profit increase of 123% to 173% year-on-year for the first half of 2025 [16] Group 5 - Ruikeda expects a net profit increase of 132.44% to 163.22% year-on-year for the first half of 2025 [17] - Jinkong Electric anticipates a net profit of 120 million to 150 million yuan, turning from loss to profit [18] - Ankai Bus expects a net profit increase of 106.67% to 189.34% year-on-year for the first half of 2025 [19] Group 6 - Yara International expects a net profit increase of 170% to 244% year-on-year for the first half of 2025 [20] - Zhongshun Jierou anticipates a net profit increase of 59.85% to 82.68% year-on-year for the first half of 2025 [21] - Guoan Co. expects a loss of 25.9 million to 36.7 million yuan for the first half of 2025 [22] Group 7 - Huamei Holdings expects a loss of 46.5 million to 60 million yuan for the first half of 2025 [23] - AOC Technology anticipates a loss of 450 million to 490 million yuan for the first half of 2025 [24] - Shangrong Medical expects a loss of 7 million to 9.5 million yuan for the first half of 2025 [25] Group 8 - Hangang Co. expects a net loss of approximately 111 million yuan for the first half of 2025 [26] - Baili Electric's shareholder plans to reduce its stake by no more than 2% [27] - Dream Lily's major shareholder plans to reduce its stake by no more than 0.5% [28]

Group 1 - The company expects a significant decline in net profit, projecting a loss between 46.5 million to 60 million yuan for the current reporting period, compared to a profit of 21.84 million yuan in the same period last year [3][4] - The net profit attributable to shareholders is expected to decrease by 312.82% to 374.61% year-on-year, indicating a substantial downturn in financial performance [3] - The company anticipates a loss of 61.5 million to 75 million yuan, with a basic loss per share estimated between 0.0457 yuan to 0.0590 yuan [3] Group 2 - The primary reasons for the performance decline include adverse macroeconomic conditions, increased market competition, and adjustments in client budgets, leading to reduced revenues in advertising, planning, and newspaper distribution segments [3] - The company has increased provisions for credit impairment losses on accounts receivable and other receivables compared to the previous year [3] - Non-recurring gains and losses are expected to impact net profit by approximately 15 million to 20 million yuan, mainly from government subsidies and reversals of impairment provisions on receivables [3]

Core Viewpoint - Huamei Holdings (000607) expects a net loss attributable to shareholders ranging from 46.5 million to 60 million yuan for the period from January 1, 2025, to June 30, 2025, representing a decline of 312.82% to 374.61% compared to the same period last year [1] Financial Performance - The net profit after deducting non-recurring gains and losses is projected to be a loss of 61.5 million to 75 million yuan, reflecting a decrease of 556.69% to 656.94% year-on-year [1] - Basic earnings per share are expected to be a loss of 0.0457 to 0.059 yuan per share [1] Business Segment Performance - Revenue from advertising and planning, as well as newspaper distribution, has declined during the reporting period [1] - There has been an increase in credit impairment losses related to accounts receivable and other receivables compared to the same period last year [1] Non-recurring Gains and Losses - The impact of non-recurring gains and losses on net profit is estimated to be between 15 million to 20 million yuan [1]

2025 年 1 月 1 日——2025 年 6 月 30 日 证券代码：000607 证券简称：华媒控股 公告编号：2025-026 浙江华媒控股股份有限公司 2025 年半年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 一、 本期业绩预计情况 （一）业绩预告期间 政府补助、因回款对单独进行减值测试的应收款项减值准备转回以及保底收益等。 四、 风险提示 以上数据仅为初步测算，本公司 2025 年半年度的具体财务数据以本公司 披露的 2025 年半年度报告为准。 本公司指定的信息披露媒体为《证券时报》、巨潮资讯网，公司将严格按 照有关法律法规的规定做好信息披露工作。敬请广大投资者注意投资风险。 （二）业绩预告情况：预计净利润为负值 | 项 目 | 本报告期 | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | 亏损：4,650 | 万元–6,000 | 万元 | 盈利：2,184.90 | 万元 | | | 比上年同期下降：312.82% - | | 374 ...

Core Viewpoint - The Shanghai Composite Index rose by 0.48% on July 10, with 18 out of 28 sectors experiencing gains, particularly in real estate and oil & petrochemicals, which increased by 3.19% and 1.54% respectively. The media sector saw a decline of 0.54% with significant capital outflow [1]. Media Industry Summary - The media sector experienced a net capital outflow of 2.536 billion yuan, with 130 stocks in the sector. Among these, 49 stocks rose, 2 hit the daily limit up, while 72 stocks fell, and 2 hit the daily limit down [1]. - The top three stocks with the highest net capital inflow were Huamei Holdings (1.371 billion yuan), Shenguang Group (1.300 billion yuan), and Zhidu Co. (61.013 million yuan) [1]. - The stocks with the highest net capital outflow included ST Huatuo (710 million yuan), Sanqi Interactive Entertainment (250 million yuan), and Light Media (178 million yuan) [1][2]. Capital Flow in Media Sector - The media sector's capital inflow leaderboard includes: - Huamei Holdings: +10.09%, turnover rate 7.05%, net inflow 137.08 million yuan - Shenguang Group: +4.53%, turnover rate 12.22%, net inflow 130.08 million yuan - Zhidu Co.: +1.67%, turnover rate 5.84%, net inflow 61.01 million yuan [1]. - The media sector's capital outflow leaderboard includes: - ST Huatuo: -5.03%, turnover rate 3.50%, net outflow 709.71 million yuan - Sanqi Interactive Entertainment: -1.06%, turnover rate 5.97%, net outflow 250.28 million yuan - Light Media: -1.02%, turnover rate 2.05%, net outflow 178.49 million yuan [2].

New Stock Listings - The new stock "同宇新材" (code: 301630) is listed at an issue price of 84 on July 10, 2025[1] - "中程退" (code: 300208) and "退市锦港" (code: 600190) have 6 trading days remaining until their last trading day[1] - "恒立退" (code: 000622) has 3 trading days remaining until its last trading day[1] Delisting and Trading Alerts - "退市九有" (code: 600462) has 2 trading days remaining until its last trading day[1] - "工智退" (code: 000584) will have its last trading day on July 10, 2025[1] - "美迪西" (code: 688202) is listed with no specific trading alerts mentioned[1] Market Volatility - "北方长龙" (code: 301357) has been flagged for severe abnormal fluctuations[1] - "浙江东日" (code: 600113) and "诺德股份" (code: 600110) have also been noted for abnormal trading activities[1] - "长春一东" (code: 600148) is included in the list of stocks with trading alerts[1]

Summary of Key Points Core Viewpoint - The stock of Huamei Holdings has experienced a significant surge, achieving three consecutive daily limit-ups, with a total increase of 33.33% during this period [2]. Trading Performance - As of 9:30 AM, the stock price reached 6.00 yuan, with a turnover rate of 6.03% and a trading volume of 53.36 million shares, amounting to a transaction value of 319 million yuan [2]. - The stock's limit-up order amount was 609 million yuan, indicating strong buying interest [2]. - The total market capitalization of the stock in the A-share market is 6.106 billion yuan, with a circulating market value of 5.310 billion yuan [2]. Margin Trading Data - As of July 9, the margin trading balance for the stock was 263 million yuan, with a financing balance of 263 million yuan, reflecting a decrease of 3.9985 million yuan (1.50%) from the previous trading day [2]. - Over the past three days, the margin trading balance has decreased by 10.7273 million yuan (3.92%) [2]. Institutional Activity - The stock was listed on the Dragon and Tiger List due to a cumulative price deviation of 20% over three consecutive trading days [2]. - Institutional investors net sold 12.5557 million yuan, while other trading desks collectively net bought 56.9450 million yuan [2]. Financial Performance - The company's Q1 report indicated total operating revenue of 213 million yuan, a year-on-year decline of 28.53%, and a net profit of -38 million yuan, representing a year-on-year decrease of 263.97% [2]. Recent Trading Trends - The stock's daily performance over the past week shows fluctuations, with notable increases on July 8 (10.00%) and July 9 (10.10%), alongside varying turnover rates and net capital inflows [2].

Market Overview - A-shares experienced a pullback after initially rising, with the Shanghai Composite Index briefly surpassing 3500 points, closing at 3493.05, down 0.13% [2] - The Shenzhen Component Index closed at 10581.80, down 0.06%, while the ChiNext Index rose 0.16% to 2184.67 [2] - Total market turnover reached 15.274 billion, an increase of 528 million from the previous trading day [2] Financial Sector Performance - The financial sector showed strong performance, with notable gains in banking, futures, and brokerage stocks [3] - Industrial and Commercial Bank of China (ICBC) closed up 1.16%, reaching a historical high with a market capitalization of 2.8 trillion [3] - The recent rally in the banking sector is attributed to three main factors: the appeal of bank dividends in a low-interest environment, increased capital inflow from public funds, and accelerated conversion of bank bonds [3] Cultural and Media Sector Dynamics - The cultural and media sector was notably active, particularly in the short drama and gaming segments, with stocks like Fengshang Culture and Zhongwen Online seeing significant gains [5] - The short drama market is experiencing explosive growth, with current annual market size estimated between 30 billion to 35 billion, expected to exceed 50 billion next year [5] - The film industry is also showing positive trends, with box office revenues reaching 30 billion by July 8, marking the fastest pace in five years [5] Market Outlook - Analysts maintain a positive outlook for A-shares, with expectations of a steady upward trend despite recent fluctuations [6] - The potential for a Federal Reserve interest rate cut in Q3 and a loosening of domestic monetary policy could enhance asset valuations [6] - The "anti-involution" policy is expected to drive structural changes in the market, benefiting both technology and cyclical sectors [6]

Core Viewpoint - The recent policy announcement by the National Health Commission and six other departments aims to accelerate the construction of an inclusive childcare service system, which is expected to significantly boost the childcare market and create investment opportunities in related sectors [1][2]. Group 1: Policy Impact - The policy outlines a "1+N" childcare service system that integrates various childcare facilities and services, aiming to provide accessible, affordable, and quality childcare services [1][2]. - By 2025, the goal is to have 4.5 childcare spots for children under three years old per 1,000 people, with an addition of 660,000 inclusive childcare spots [1]. - By 2030, the inclusive childcare service system is expected to be fundamentally established, with improved service capacity and reduced family childcare costs [1]. Group 2: Market Dynamics - The current childcare market faces a structural supply-demand imbalance, with a significant gap in inclusive childcare services, driven by changing family planning policies and evolving parenting concepts [2]. - The market for childcare services for children aged 0-3 is projected to grow steadily, reaching a scale of CNY 162.13 billion by 2025 and exceeding CNY 200 billion by 2028 [2]. Group 3: Company Strategies - Companies like Zhejiang Huamei Holdings are focusing on regional childcare services and expanding their brand influence through subsidiaries [3]. - Kidswant is implementing a "three expansions" strategy, enhancing its service ecosystem through AI and optimizing store experiences to support families [3]. - Shanghai Yueshen Health is investing in vocational training to supply specialized childcare talent, while Shanghai Aiyingshi has established community-based childcare centers with standardized teaching teams [3]. Group 4: Industry Trends - The childcare industry is expected to undergo significant transformation, moving from niche services to more inclusive offerings, driven by both policy support and company initiatives [4]. - Key trends include professionalization and standardization of services, diversified service models, and increased application of technology such as AI to enhance service efficiency [4]. - Despite the positive policy environment, the depth of business layouts among listed companies varies, leading to uncertainty regarding their actual contributions to performance [4].