证券之星消息，2月10日，深证国企股东回报R（470064）指数报收于2441.55点，跌0.46%，成交280.0 亿元，换手率0.99%。当日该指数成份股中，上涨的有14家，中原传媒以2.71%的涨幅领涨，下跌的有 33家，佛燃能源以2.76%的跌幅领跌。 深证国企股东回报R（470064）指数十大成份股详情如下： 资金流向方面，深证国企股东回报R（470064）指数成份股当日主力资金净流出合计17.76亿元，游资资 金净流入合计5.7亿元，散户资金净流入合计12.06亿元。成份股资金流向详情见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

Market Overview - The publishing sector declined by 0.93% compared to the previous trading day, with Rongxin Culture leading the decline [1] - The Shanghai Composite Index closed at 4102.2, up by 0.85%, while the Shenzhen Component Index closed at 14156.27, up by 0.21% [1] Individual Stock Performance - Zhongyuan Media (000719) saw a closing price of 13.44, with an increase of 5.16% and a trading volume of 461,300 shares, amounting to 626 million yuan [1] - Reader Media (603999) experienced a decrease of 1.32% with a net outflow of 227.44 million yuan from main funds [3] - Rongxin Culture (301231) closed at 36.29, down by 6.95%, with a trading volume of 94,500 shares and a transaction value of 350 million yuan [2] Fund Flow Analysis - The publishing sector experienced a net outflow of 649 million yuan from main funds, while retail investors saw a net inflow of 726 million yuan [2] - Main funds showed a net inflow of 2.39 million yuan into Zhongyuan Media, while other stocks like Zhejiang Publishing (601921) and City Media (600229) had mixed fund flows [3]

Investment Rating - The report maintains a positive outlook on the media and internet industry, particularly highlighting the growth potential driven by AI applications and content quality [1]. Core Insights - The media and internet industry index rose by 17.94% in January 2026, outperforming the Shanghai and Shenzhen 300 index, which increased by 1.65% [6][8]. - The film industry experienced a significant decline in box office revenue, with January 2026 box office at 1.965 billion yuan, down 69.15% year-on-year and 47.08% month-on-month [16][18]. - The gaming industry saw record-high user revenue, with actual sales revenue reaching 350.789 billion yuan in 2025, a year-on-year increase of 7.68% [30][34]. - The advertising market grew by 5.4% year-on-year in 2025, with notable increases in sectors such as telecommunications and personal goods [16]. - AI applications are rapidly advancing, with companies like Zhihui and Minimax listing in Hong Kong, indicating a strong market interest in AI commercialization [1][4]. Market Dynamics - The media industry index showed a strong performance in January 2026, with all sub-sectors experiencing growth, particularly advertising marketing, which rose by 35.73% [7][8]. - The film industry is expected to see a rebound in February 2026 due to the release of new films during the Spring Festival [25][29]. - The gaming market continues to expand, with a user base of 683 million, marking a historical high [30][34]. Sub-industry Data Tracking Film Industry - January 2026 saw a total of 41 films released, with a box office champion being "Zootopia" at 423 million yuan, accounting for 21.5% of the total box office [16][26]. - The average ticket price in January 2026 was 38.84 yuan, down 17.45% year-on-year [18]. Gaming Industry - The domestic mobile gaming market generated 257.076 billion yuan in revenue in 2025, a 7.92% increase year-on-year [30][34]. - The number of approved domestic game licenses increased significantly, with 177 games approved in January 2026, indicating a stable supply for the market [42][44]. Advertising Industry - The advertising market's total expenditure increased by 5.4% in 2025, with significant growth in sectors like telecommunications and IT products [16].

中证报中证网讯(王佳飞熊永红)2月3日，中原传媒（000719）公告了2025年度业绩快报。2025年公司实 现营业总收入93.51亿元，同比下降5.13%；实现营业利润14.50亿元，同比增长9.09%；利润总额14.50亿 元，同比增长9.48%；归属于上市公司股东的净利润13.49亿元，同比增长30.99%；扣除非经常性损益后 的归属于上市公司股东的净利润13.22亿元，同比增长5.76%。基本每股收益1.32元，同比增长30.69%。 ...

每经记者｜陈晴 每经编辑｜程鹏 陈旭 记者|陈晴 编辑|程鹏 陈旭 杜恒峰 校对|陈柯名 并购重组 中原传媒发布业绩快报，2025年度实现营业总收入93.51亿元，同比下降5.13%；净利润13.49亿元，同 比增长30.99%。 增减持 索辰科技：全资子公司拟8640万元购买控股子公司48%股权 索辰科技公告，全资子公司上海索辰数字科技有限公司拟以8640万元购买控股子公司北京富迪广通科技 发展有限公司少数股东张细英、辛志涛、万武国合计持有的48%股权。本次交易完成后，数字科技将持 有富迪广通100%股权。 智洋创新：拟购买灵明光子控制权 智洋创新公告，公司正筹划以发行人民币普通股股票、定向发行可转换公司债券（如有）、支付现金 （如有）等方式购买深圳市灵明光子科技有限公司控制权，同时拟募集配套资金。本次交易预计构成重 大资产重组，且预计构成关联交易。 凯龙高科：拟购买深圳市金旺达机电有限公司70%股权 凯龙高科公告，公司计划通过发行股份及支付现金的方式向许照旺和安义拓荒者企业管理合伙企业（有 限合伙）购买深圳市金旺达机电有限公司70%的股权。此外，公司还计划向实际控制人臧志成募集配套 资金，募集金额不超过以 ...

（文章来源：证券日报） 证券日报网讯 2月3日，中原传媒发布2025年度业绩快报称，公司2025年实现营业总收入935135.36万 元，同比下降5.13%；归属于上市公司股东的净利润为134912.34万元，同比增长30.99%。 ...

（文章来源：证券日报） 证券日报网讯 2月3日，中原传媒在互动平台回答投资者提问时表示，根据中国结算深圳分公司提供数 据显示，截至2026年1月30日公司登记在册的股东人数为19456户。 ...

（编辑 张昕） 对于去年净利润同比增长的原因，中原传媒表示，2024年12月份，根据财政部、国家税务总局、中央宣 传部发布的《关于文化体制改革中经营性文化事业单位转制为企业税收政策的公告》（2024年第20 号），公司所属出版、图书发行单位自2024年至2027年继续享受企业所得税免征政策。为此，公司所属 出版、图书发行单位2024年冲回2023年度确认的递延所得税资产2.27亿元，由此增加所得税费用2.27亿 元，形成2024年报告期损益的一次性调整，减少2024年归属于上市公司股东的净利润2.27亿元；2025年 度没有受该因素影响。 公开资料显示，中原传媒主要从事出版物的编辑、生产和市场销售，业务涵盖内容生产、产品销售、出 版物印刷及印刷物资供应、媒体传播、数字教育及服务、文化产品贸易等领域。 本报讯 （记者肖艳青）2月3日晚间，中原大地传媒股份有限公司（以下简称"中原传媒"）发布的2025 年度业绩快报显示，2025年公司实现营业收入93.51亿元，同比下降5.13%；归属于上市公司股东的净利 润13.49亿元，同比增长30.99%。 ...

以下是第一财经对一些重要公告的汇总，供投资者参考。 【品大事】 黄山旅游：拟投资约5.3亿元建设黄山滨江东路12号酒店项目 黄山旅游公告，公司于2026年2月3日召开第九届董事会第十九次会议，审议通过了《关于投资建设黄山滨江东路12号酒店项目的议案》，同意公司投资建设 黄山滨江东路12号酒店项目，预计投资金额约为5.3亿元，资金来源为公司自筹资金。该项目位于黄山市中心政务区及商务区核心，总建筑面积79178.15平方 米，目前建筑主体已完成。公司将对既有建筑实施全面改造与品质升级，打造高端酒店。项目建设周期预计为24个月，静态投资回收期为16.14年。 杭电股份：公司股票价格短期涨幅较大 存在交易风险 杭电股份公告称，公司股票价格短期涨幅较大，2026年1月30日至2月3日，公司股票已连续3个交易日以涨停价收盘，公司股票价格涨幅累计达32.97%，显 著高于同行业上市公司。公司最新滚动市盈率为负，市盈率绝对值远高于同行业。公司预计2025年年度实现归属于上市公司股东的净利润-30,000万元左 右，存在经营业绩下降风险。公司特别提醒投资者注意二级市场交易风险，理性决策，审慎投资。 旭光电子：拟定增募资不超过1 ...

Group 1 - Fulin Precision's subsidiary Jiangxi Shenghua invested 270 million yuan to establish a joint venture for a 500,000-ton ferrous oxalate project, with a total investment of 1.5 billion yuan expected to be completed by September 30, 2026 [1] - Xuguang Electronics plans to raise up to 1 billion yuan through a private placement to fund high-voltage vacuum arc extinguishing chamber expansion and other projects [2] - Minexplosion Optoelectronics intends to acquire 100% equity of Xiazhi Precision, with the transaction subject to shareholder and regulatory approvals [3] Group 2 - Shangluo Electronics' controlling shareholder plans to reduce his stake by up to 3% due to personal financial needs [4] - Babi Food reported a 1.3% decline in net profit for 2025, despite an 11.22% increase in revenue [5] - Pengding Holdings' subsidiary acquired industrial land in Huai'an for 66.14 million yuan [6] Group 3 - Zhuoyue New Energy's net profit for 2025 increased by 14.16%, despite a 17.43% decline in revenue [7] - Zhongyuan Media's net profit grew by 30.99% in 2025, with revenue decreasing by 5.13% [8] - Huangshan Tourism plans to invest approximately 530 million yuan in a hotel project with a 24-month construction period [9] Group 4 - *ST Jinling's restructuring plan was approved by the court, which may improve the company's financial situation [11] - Jichuan Pharmaceutical's subsidiary paid 80 million yuan for exclusive commercialization rights of a drug [12] - Pilin Bio's subsidiary received a notice for the acceptance of a drug supplement application [13] Group 5 - Nepe Mining terminated its investment in Swiss Veritas Resources AG due to changes in conditions [14] - Jinhui Wine announced a cash dividend of 0.20 yuan per share for the first three quarters of 2025 [15] - Hualan Biological's clinical trial for a new drug received approval for an additional indication [16] Group 6 - Industrial Fulian reported a total of 247 million yuan spent on share buybacks as of January 31, 2026 [17] - Yitong Century was pre-selected for a 107 million yuan project with China Tower [18] - Wanfeng Co. noted uncertainty in future price changes for disperse dyes [19] Group 7 - Bibet's clinical trial application for a new drug was approved by the National Medical Products Administration [21] - Chengbang Co. signed new project contracts worth 40.03 million yuan in Q4 2025 [22] - *ST Hengji received a court ruling for a performance compensation of 175 million yuan [23] Group 8 - Jihua Group is planning a change in control, leading to continued stock suspension [24] - Ningbo Port expects a container throughput of 5.03 million TEUs in January 2026, a 9.5% increase [25] - Hengli Petrochemical's actual controller increased his stake by 3.3 million shares [26] Group 9 - Hongfuhan signed a sales contract worth 480 million yuan with Guangdong Quanxiang [27] - All New Good's shareholder lifted a judicial freeze on 4.36% of the company's shares [28] - Changchun High-tech's subsidiary's clinical trial application for a new drug was accepted [29] Group 10 - Xingqi Eye Medicine's clinical trial for a new drug entered the first/second phase [31] - Hanma Technology reported a 140.04% increase in new energy heavy truck production in January 2026 [32] - Hengfeng Paper plans to invest 349 million yuan in a new green printing project [33] Group 11 - Zhifei Biological's mRNA vaccine for shingles received clinical trial approval [34] - Yutong Bus reported a 15.35% decrease in production in January 2026 [35] - StarNet Ruijie plans to sign a lease contract with an affiliate for a total rent of up to 110 million yuan [36] Group 12 - Hacheng Bonda's director completed a 0.97% share reduction [37] - Hendi Pharmaceutical's application for a new drug was approved [38] - Xinhua Medical's subsidiary received a medical device registration certificate [40] Group 13 - Yaokang Bio reported a 31.49% increase in net profit for 2025 [41] - Gaotie Electric reported a 14.02% increase in net profit for 2025 [42]