481 lines
33 KiB
HTML
481 lines
33 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>出版传媒 (Publishing and Media) - 深度行业研究</title>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.tailwindcss.com"></script>
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Roboto+Mono:wght@300;400;500&family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
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body {
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font-family: 'Noto Sans SC', sans-serif;
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background-color: #000212;
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color: #E0E0E0;
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overflow-x: hidden;
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position: relative;
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}
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.font-mono {
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font-family: 'Roboto Mono', monospace;
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}
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.glassmorphism {
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background: rgba(10, 10, 25, 0.35);
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backdrop-filter: blur(20px);
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-webkit-backdrop-filter: blur(20px);
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border: 1px solid rgba(255, 255, 255, 0.1);
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}
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.bento-grid {
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display: grid;
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gap: 1.5rem;
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grid-template-columns: repeat(12, 1fr);
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}
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.grid-item {
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transition: transform 0.3s ease-in-out, box-shadow 0.3s ease-in-out;
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}
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.grid-item:hover {
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transform: translateY(-5px);
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box-shadow: 0 0 30px rgba(0, 191, 255, 0.3);
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}
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/* Turrell-inspired background glow */
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body::before {
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content: '';
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position: fixed;
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top: 50%;
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left: 50%;
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width: 80vw;
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height: 80vh;
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max-width: 1200px;
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max-height: 1200px;
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background: radial-gradient(circle, rgba(29, 78, 216, 0.15) 0%, rgba(29, 78, 216, 0) 60%);
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transform: translate(-50%, -50%);
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animation: pulse-glow 20s infinite ease-in-out;
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z-index: -1;
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}
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body::after {
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content: '';
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position: fixed;
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bottom: -20%;
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right: -20%;
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width: 60vw;
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height: 60vh;
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background: radial-gradient(circle, rgba(76, 29, 149, 0.15) 0%, rgba(76, 29, 149, 0) 60%);
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animation: pulse-glow-alt 25s infinite ease-in-out;
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z-index: -1;
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}
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@keyframes pulse-glow {
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0%, 100% { transform: translate(-50%, -50%) scale(1); opacity: 0.8; }
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50% { transform: translate(-45%, -55%) scale(1.2); opacity: 1; }
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}
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@keyframes pulse-glow-alt {
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0%, 100% { transform: translate(0, 0) scale(1); opacity: 0.7; }
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50% { transform: translate(-5%, 5%) scale(1.1); opacity: 0.9; }
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}
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.section-title {
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font-size: 2rem;
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font-weight: 700;
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letter-spacing: 0.1em;
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text-transform: uppercase;
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color: #FFFFFF;
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position: relative;
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padding-bottom: 0.5rem;
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margin-bottom: 1.5rem;
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border-bottom: 1px solid rgba(0, 191, 255, 0.3);
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}
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.section-title::after {
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content: '■';
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position: absolute;
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left: -2rem;
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top: 0;
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color: #00BFFF;
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font-size: 1.5rem;
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animation: blink 1.5s infinite;
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}
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@keyframes blink {
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0%, 100% { opacity: 1; }
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50% { opacity: 0.3; }
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}
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.table th, .table td {
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border-color: rgba(255, 255, 255, 0.1);
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}
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.table th {
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color: #00BFFF;
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}
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</style>
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</head>
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<body class="min-h-screen">
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<main class="container mx-auto p-4 md:p-8 lg:p-12">
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<header class="text-center mb-16">
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<h1 class="text-4xl md:text-6xl font-bold text-white tracking-widest uppercase font-mono">
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出版传媒
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</h1>
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<p class="text-xl md:text-2xl text-cyan-400 mt-4 font-light">
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Publishing & Media - 深度行业研究
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</p>
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</header>
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<!-- 核心观点摘要 -->
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<section class="mb-16">
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<div class="glassmorphism rounded-3xl p-8 border-cyan-500/30 border">
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<h2 class="text-2xl font-bold text-white mb-4 flex items-center">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-3 text-cyan-400" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 10V3L4 14h7v7l9-11h-7z" /></svg>
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核心观点摘要
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</h2>
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<p class="text-lg text-gray-300 leading-relaxed">
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出版传媒概念正经历从传统的<span class="text-cyan-300 font-semibold">“高股息防御资产”</span>向<span class="text-purple-300 font-semibold">“攻守兼备的成长型价值资产”</span>的关键转型期。其核心驱动力在于：稳定的主业现金流（守）为AI+教育、研学、IP运营等第二增长曲线（攻）提供资金和资源支持。当前市场正处于消化短期财报（税收政策）利空、重估其长期增长潜力和数据要素价值的过程中，存在显著的预期差。
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</p>
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</div>
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</section>
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<!-- 概念事件 -->
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<section class="mb-16">
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<h2 class="section-title" style="margin-left: 2rem;">概念事件 & 驱动逻辑</h2>
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<div class="glassmorphism rounded-3xl p-8">
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<ul class="timeline timeline-snap-icon max-md:timeline-compact timeline-vertical">
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<li>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start md:text-end mb-10">
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<time class="font-mono italic">2023 - 2024年初</time>
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<div class="text-lg font-black text-white">战略转型期</div>
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国企市值管理考核要求与“双减”后续影响，驱动企业寻求新增长点。山东出版、南方传媒等在研学、课后服务、AI教育上取得实质性进展并贡献收入。
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</div>
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<hr class="bg-cyan-400/50"/>
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</li>
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<li>
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<hr class="bg-cyan-400/50"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-purple-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end mb-10">
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<time class="font-mono italic">2024 H1</time>
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<div class="text-lg font-black text-white">业绩分化与预期差形成期</div>
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所得税政策变动导致板块表观净利润下滑约20%-23.6%，而税前利润实则增长4%-10%，形成巨大预期差。同时，AIGC技术发展使内容版权的“数据要素”价值被市场重估。
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</div>
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<hr class="bg-purple-400/50"/>
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</li>
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<li>
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<hr class="bg-purple-400/50"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start md:text-end mb-10">
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<time class="font-mono italic">2024 H2</time>
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<div class="text-lg font-black text-white">价值重估与进攻逻辑强化期</div>
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《网络出版科技创新引领计划》发布，为行业数字化转型提供顶层设计。板块出现异动，资金开始重估其价值。《黑神话：悟空》等爆款IP事件催化，提升市场对IP运营能力的关注。
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</div>
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<hr/>
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</li>
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</ul>
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</div>
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</section>
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<!-- 核心逻辑与市场认知分析 -->
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<section class="mb-16">
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<h2 class="section-title" style="margin-left: 2rem;">核心逻辑 & 市场认知</h2>
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<div class="bento-grid">
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<!-- 防御端 -->
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<div class="grid-item glassmorphism rounded-3xl p-6 col-span-12 lg:col-span-6">
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<h3 class="font-bold text-xl mb-3 text-cyan-300">防御端：“红利资产”的基石</h3>
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<div class="space-y-3 text-gray-300">
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<p><strong class="text-white">业务模式壁垒:</strong> 教材教辅业务具政策准入和区域垄断性，需求刚性，K12学龄人口在2029-2032年前仍处高位，提供确定性增长。</p>
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<p><strong class="text-white">财务状况稳健:</strong> 普遍拥有数十亿至上百亿账面现金，负债率低，支撑高分红（平均40%-60%分红率，头部股息率4.5%以上）和新业务投资。</p>
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<p><strong class="text-white">政策托底:</strong> 作为国有文化企业，经营稳定性和社会价值受政策支持，如增值税优惠延续至2027年。</p>
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</div>
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</div>
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<!-- 进攻端 -->
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<div class="grid-item glassmorphism rounded-3xl p-6 col-span-12 lg:col-span-6">
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<h3 class="font-bold text-xl mb-3 text-purple-300">进攻端：“第二增长曲线”的想象空间</h3>
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<div class="space-y-3 text-gray-300">
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<p><strong class="text-white">政策驱动新市场:</strong> “双减”释放课后服务与研学市场，《网络出版科技创新引领计划》为“AI+教育”和数据变现指明方向。</p>
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<p><strong class="text-white">资源禀赋再利用:</strong> 核心优势（内容版权、新华书店渠道、政校关系）在新业务中被复用和放大，构建护城河。</p>
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<p><strong class="text-white">技术赋能价值重估:</strong> 高质量、结构化的正版内容数据是训练AI大模型的稀缺资源，版权价值有望被重估。中信出版等已通过数智化平台实现降本增效。</p>
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</div>
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</div>
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<!-- 预期差分析 -->
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<div class="grid-item glassmorphism rounded-3xl p-6 col-span-12 lg:col-span-8">
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<h3 class="font-bold text-xl mb-3 text-yellow-300">核心预期差：业绩表象与经营实质</h3>
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<p class="text-gray-300 mb-4">市场最大预期差在于对2024年业绩的解读。表面“净利润大幅下滑”掩盖了“税前利润稳健增长”的经营实质。这是由一次性、非经营性的税收政策调整所致，为价值挖掘提供了核心契机。</p>
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<div id="profit-chart" class="w-full h-64 md:h-80"></div>
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</div>
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<!-- 市场热度 -->
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<div class="grid-item glassmorphism rounded-3xl p-6 col-span-12 lg:col-span-4 flex flex-col justify-center">
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<h3 class="font-bold text-xl mb-3 text-white">市场热度与情绪</h3>
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<p class="text-gray-300 mb-4">当前热度处于<span class="text-green-400 font-semibold">“从冷转热，分歧中上升”</span>阶段。机构投资者已深度介入，市场情绪正在被点燃。</p>
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<div class="space-y-2">
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<div class="flex justify-between items-center text-sm font-mono"><span>防御价值派</span><span>成长逻辑派</span></div>
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<progress class="progress progress-primary bg-cyan-900/50" value="40" max="100"></progress>
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<p class="text-xs text-gray-400 text-center">投资者情绪天平正向成长逻辑倾斜</p>
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</div>
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</div>
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</div>
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</section>
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<!-- 关键催化剂与发展路径 -->
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<section class="mb-16">
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<h2 class="section-title" style="margin-left: 2rem;">催化剂 & 发展路径</h2>
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-6">
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<div class="grid-item glassmorphism rounded-3xl p-6">
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<h3 class="font-bold text-xl mb-4 text-cyan-300">近期关键催化剂 (未来3-6个月)</h3>
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<ul class="list-disc list-inside space-y-3 text-gray-300">
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<li><strong class="text-white">所得税优惠政策明确化:</strong> 影响板块估值修复的最直接因素，任何正面消息都将引爆市场。</li>
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<li><strong class="text-white">2024三季报/年报披露:</strong> 验证剔除税收影响后的主业增长韧性及新业务环比增长趋势。</li>
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<li><strong class="text-white">AI+教育产品规模化落地:</strong> 如南方传媒与智谱AI合作课程的推广，是科技转型逻辑的关键验证点。</li>
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<li><strong class="text-white">爆款IP商业成功:</strong> 中信出版《黑神话：悟空》衍生品发售表现，将成为IP变现能力的风向标。</li>
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</ul>
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</div>
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<div class="grid-item glassmorphism rounded-3xl p-6">
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<h3 class="font-bold text-xl mb-4 text-purple-300">长期发展路径</h3>
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<ol class="space-y-3 text-gray-300">
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<li class="flex items-start"><span class="font-mono text-cyan-400 mr-3 text-lg">1.</span> <div><strong class="text-white">价值重估与业务转型 (当前):</strong> 修复估值错杀，将课后服务、研学等新业务从“培育期”推向“成长期”。</div></li>
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<li class="flex items-start"><span class="font-mono text-cyan-400 mr-3 text-lg">2.</span> <div><strong class="text-white">新增长引擎确立 (1-3年):</strong> AI+教育形成成熟商业模式，IP运营可复制，新业务收入占比显著提升(>20%)。</div></li>
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<li class="flex items-start"><span class="font-mono text-cyan-400 mr-3 text-lg">3.</span> <div><strong class="text-white">平台化与生态构建 (3-5年):</strong> 从内容提供商转型为“教育+科技+文旅”综合平台，通过并购整合构建生态系统。</div></li>
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</ol>
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</div>
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</div>
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</section>
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<!-- 核心公司剖析 -->
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<section class="mb-16">
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<h2 class="section-title" style="margin-left: 2rem;">核心公司深度剖析</h2>
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<div class="space-y-8">
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<div>
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<h3 class="text-2xl font-bold mb-4 text-white">领导者梯队 (战略清晰，执行力强)</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="grid-item glassmorphism rounded-3xl p-6">
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<h4 class="font-bold text-xl text-cyan-300">山东出版 (601019) - 转型先锋</h4>
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<p class="text-gray-300 mt-2"><strong class="text-white">优势:</strong> 研学(年收入3.3亿，目标翻倍)和银发经济布局最早、业绩兑现度最高。受益于本省人口红利，主业稳健。</p>
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<p class="text-red-400/80 mt-2"><strong class="text-red-300">风险:</strong> 新业务扩张期的利润率可能承压。</p>
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</div>
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<div class="grid-item glassmorphism rounded-3xl p-6">
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<h4 class="font-bold text-xl text-purple-300">南方传媒 (601900) - 科技新锐</h4>
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<p class="text-gray-300 mt-2"><strong class="text-white">优势:</strong> AI+教育布局领先(与智谱AI合作)，课后服务规模化成效显著，新渠道(短视频电商)运营突出。</p>
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<p class="text-red-400/80 mt-2"><strong class="text-red-300">风险:</strong> AI教育产品商业化落地效果和盈利能力有待持续验证。</p>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-2xl font-bold mb-4 text-white">追赶者与潜力梯队 (资源禀厚，蓄势待发)</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
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<div class="grid-item glassmorphism rounded-3xl p-6">
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<h4 class="font-bold text-xl text-yellow-300">中文传媒 (600373)</h4>
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<p class="text-gray-300 mt-2"><strong class="text-white">逻辑:</strong> 现金牛+并购预期。账面现金行业第一，安全边际高，有明确外延并购计划。</p>
|
||
<p class="text-red-400/80 mt-2"><strong class="text-red-300">风险:</strong> 新业务探索相对落后，等待庞大现金的有效利用。</p>
|
||
</div>
|
||
<div class="grid-item glassmorphism rounded-3xl p-6">
|
||
<h4 class="font-bold text-xl text-green-300">中南传媒 (601098)</h4>
|
||
<p class="text-gray-300 mt-2"><strong class="text-white">逻辑:</strong> 高股息典范。分红比例行业最高(2022年达77%)，有母公司资产注入承诺。</p>
|
||
<p class="text-red-400/80 mt-2"><strong class="text-red-300">风险:</strong> 业务创新和成长性相对平淡。</p>
|
||
</div>
|
||
<div class="grid-item glassmorphism rounded-3xl p-6">
|
||
<h4 class="font-bold text-xl text-pink-300">中信出版 (300788)</h4>
|
||
<p class="text-gray-300 mt-2"><strong class="text-white">逻辑:</strong> IP运营+渠道变革。强大的IP策划能力(《黑神话》)，拥抱社交电商新渠道。</p>
|
||
<p class="text-red-400/80 mt-2"><strong class="text-red-300">风险:</strong> 大众图书市场竞争激烈，业绩易受爆款驱动，波动性较大。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 潜在风险 -->
|
||
<section class="mb-16">
|
||
<h2 class="section-title" style="margin-left: 2rem;">潜在风险与挑战</h2>
|
||
<div class="grid-item glassmorphism rounded-3xl p-6 border-red-500/30 border">
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||
<div>
|
||
<h4 class="font-semibold text-lg text-red-300 mb-2">政策风险</h4>
|
||
<p class="text-gray-300 text-sm">所得税政策不确定性是最大风险。对课后服务、研学业务的监管可能随时收紧。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-lg text-red-300 mb-2">商业化风险</h4>
|
||
<p class="text-gray-300 text-sm">新业务盈利能力待验证，AI+教育产品能否被市场广泛接受并付费是巨大挑战。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-lg text-red-300 mb-2">长期结构性风险</h4>
|
||
<p class="text-gray-300 text-sm">K12在校生总数预计在2025年前后开始下滑，将是动摇主业基本盘的长期最大灰犀牛。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 股票列表 -->
|
||
<section>
|
||
<h2 class="section-title" style="margin-left: 2rem;">相关概念股列表</h2>
|
||
<div class="overflow-x-auto glassmorphism rounded-3xl p-1">
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心原因</th>
|
||
<th>其他标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>中国科传</td><td><a href='https://valuefrontier.cn/company?scode=601858' target='_blank' class='link link-hover text-cyan-400'>601858</a></td><td>出版传媒概念股</td><td>分类: 出版, 实控人: 央企</td></tr>
|
||
<tr><td>中国出版</td><td><a href='https://valuefrontier.cn/company?scode=601949' target='_blank' class='link link-hover text-cyan-400'>601949</a></td><td>出版传媒概念股</td><td>分类: 出版, 实控人: 央企</td></tr>
|
||
<tr><td>中信出版</td><td><a href='https://valuefrontier.cn/company?scode=300788' target='_blank' class='link link-hover text-cyan-400'>300788</a></td><td>出版传媒概念股</td><td>分类: 出版, 实控人: 央企</td></tr>
|
||
<tr><td>中广天择</td><td>-</td><td>出版传媒概念股</td><td>分类: 出版, 实控人: 地方国资</td></tr>
|
||
<tr><td>新华传媒</td><td><a href='https://valuefrontier.cn/company?scode=600825' target='_blank' class='link link-hover text-cyan-400'>600825</a></td><td>出版传媒概念股</td><td>分类: 出版, 实控人: 地方国资</td></tr>
|
||
<tr><td>内蒙新华</td><td><a href='https://valuefrontier.cn/company?scode=603230' target='_blank' class='link link-hover text-cyan-400'>603230</a></td><td>出版传媒概念股</td><td>分类: 出版, 实控人: 地方国资</td></tr>
|
||
<tr><td>中原传媒</td><td><a href='https://valuefrontier.cn/company?scode=000719' target='_blank' class='link link-hover text-cyan-400'>000719</a></td><td>出版传媒概念股</td><td>分类: 出版, 实控人: 地方国资</td></tr>
|
||
<tr><td>粤传媒</td><td>-</td><td>出版传媒概念股</td><td>分类: 出版, 实控人: 地方国资</td></tr>
|
||
<tr><td>城市传媒</td><td><a href='https://valuefrontier.cn/company?scode=600229' target='_blank' class='link link-hover text-cyan-400'>600229</a></td><td>出版传媒概念股</td><td>分类: 出版, 实控人: 地方国资</td></tr>
|
||
<tr><td>中文传媒</td><td><a href='https://valuefrontier.cn/company?scode=600373' target='_blank' class='link link-hover text-cyan-400'>600373</a></td><td>出版传媒概念股</td><td>分类: 出版, 实控人: 地方国资</td></tr>
|
||
<tr><td>时代出版</td><td><a href='https://valuefrontier.cn/company?scode=600551' target='_blank' class='link link-hover text-cyan-400'>600551</a></td><td>出版传媒概念股</td><td>分类: 出版, 实控人: 地方国资</td></tr>
|
||
<tr><td>长江传媒</td><td><a href='https://valuefrontier.cn/company?scode=600757' target='_blank' class='link link-hover text-cyan-400'>600757</a></td><td>出版传媒概念股</td><td>分类: 出版, 实控人: 地方国资</td></tr>
|
||
<tr><td>中南传媒</td><td><a href='https://valuefrontier.cn/company?scode=601098' target='_blank' class='link link-hover text-cyan-400'>601098</a></td><td>出版传媒概念股</td><td>分类: 出版, 实控人: 地方国资</td></tr>
|
||
<tr><td>皖新传媒</td><td><a href='https://valuefrontier.cn/company?scode=601801' target='_blank' class='link link-hover text-cyan-400'>601801</a></td><td>出版传媒概念股</td><td>分类: 出版, 实控人: 地方国资</td></tr>
|
||
<tr><td>凤凰传媒</td><td><a href='https://valuefrontier.cn/company?scode=601928' target='_blank' class='link link-hover text-cyan-400'>601928</a></td><td>出版传媒概念股</td><td>分类: 出版, 实控人: 地方国资</td></tr>
|
||
<tr><td>读者传媒</td><td><a href='https://valuefrontier.cn/company?scode=603999' target='_blank' class='link link-hover text-cyan-400'>603999</a></td><td>出版传媒概念股</td><td>分类: 出版, 实控人: 地方国资</td></tr>
|
||
<tr><td>新华文轩</td><td><a href='https://valuefrontier.cn/company?scode=601811' target='_blank' class='link link-hover text-cyan-400'>601811</a></td><td>出版传媒概念股</td><td>分类: 出版, 实控人: 地方国资</td></tr>
|
||
<tr><td>出版传媒</td><td><a href='https://valuefrontier.cn/company?scode=601999' target='_blank' class='link link-hover text-cyan-400'>601999</a></td><td>出版传媒概念股</td><td>分类: 出版, 实控人: 地方国资</td></tr>
|
||
<tr><td>南方传媒</td><td><a href='https://valuefrontier.cn/company?scode=601900' target='_blank' class='link link-hover text-cyan-400'>601900</a></td><td>出版传媒概念股</td><td>分类: 出版, 实控人: 地方国资</td></tr>
|
||
<tr><td>山东出版</td><td><a href='https://valuefrontier.cn/company?scode=601019' target='_blank' class='link link-hover text-cyan-400'>601019</a></td><td>出版传媒概念股</td><td>分类: 出版, 实控人: 地方国资</td></tr>
|
||
<tr><td>浙版传媒</td><td><a href='https://valuefrontier.cn/company?scode=601921' target='_blank' class='link link-hover text-cyan-400'>601921</a></td><td>出版传媒概念股</td><td>分类: 出版, 实控人: 地方国資</td></tr>
|
||
<tr><td>龙版传媒</td><td><a href='https://valuefrontier.cn/company?scode=605577' target='_blank' class='link link-hover text-cyan-400'>605577</a></td><td>出版传媒概念股</td><td>分类: 出版, 实控人: 地方国资</td></tr>
|
||
<tr><td>新经典</td><td><a href='https://valuefrontier.cn/company?scode=603096' target='_blank' class='link link-hover text-cyan-400'>603096</a></td><td>出版传媒概念股</td><td>分类: 出版, 实控人: 个人</td></tr>
|
||
<tr><td>读客文化</td><td><a href='https://valuefrontier.cn/company?scode=301025' target='_blank' class='link link-hover text-cyan-400'>301025</a></td><td>出版传媒概念股</td><td>分类: 出版, 实控人: 个人</td></tr>
|
||
<tr><td>荣信文化</td><td><a href='https://valuefrontier.cn/company?scode=301231' target='_blank' class='link link-hover text-cyan-400'>301231</a></td><td>出版传媒概念股</td><td>分类: 出版, 实控人: 个人</td></tr>
|
||
<tr><td>世纪天鸿</td><td><a href='https://valuefrontier.cn/company?scode=300654' target='_blank' class='link link-hover text-cyan-400'>300654</a></td><td>出版传媒概念股</td><td>分类: 出版, 实控人: 个人</td></tr>
|
||
<tr><td>果麦文化</td><td><a href='https://valuefrontier.cn/company?scode=301052' target='_blank' class='link link-hover text-cyan-400'>301052</a></td><td>出版传媒概念股</td><td>分类: 出版, 实控人: 个人</td></tr>
|
||
<tr><td>中视传媒</td><td><a href='https://valuefrontier.cn/company?scode=600088' target='_blank' class='link link-hover text-cyan-400'>600088</a></td><td>出版传媒概念股</td><td>分类: 出版, 实控人: 中央广播电视总台</td></tr>
|
||
<tr><td>华闻集团</td><td>-</td><td>出版传媒概念股</td><td>分类: 出版, 实控人: 中国国际广播电台</td></tr>
|
||
<tr><td>无线传媒</td><td><a href='https://valuefrontier.cn/company?scode=301551' target='_blank' class='link link-hover text-cyan-400'>301551</a></td><td>涨幅分析补充</td><td>受益于广电政策预期及AI+传媒概念</td></tr>
|
||
<tr><td>吉视传媒</td><td><a href='https://valuefrontier.cn/company?scode=601929' target='_blank' class='link link-hover text-cyan-400'>601929</a></td><td>涨幅分析补充</td><td>重组预期强化, 受益于卫星概念及深空经济催化</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
</main>
|
||
|
||
<footer class="footer footer-center p-10 text-base-content rounded mt-12">
|
||
<aside>
|
||
<p class="font-bold text-lg text-white">北京价值前沿科技有限公司</p>
|
||
<p class="font-mono text-cyan-400">AI投研agent：“价小前投研” 进行投研呈现</p>
|
||
<p class="text-gray-500 text-sm mt-4">免责声明：本报告为AI合成数据，所有内容仅供参考，不构成任何投资建议。投资有风险，入市需谨慎。</p>
|
||
</aside>
|
||
</footer>
|
||
|
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|
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|
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