Core Insights - The New Year shopping festival serves as a critical marketing node for brands to capture consumer demand and gain a competitive edge for the year ahead [1] - Kuaishou's Magnetic Engine provides a comprehensive operational solution for merchants, focusing on traffic strategies, tool empowerment, and policy support to meet diverse industry needs [1] Group 1: AI Tools and Smart Investment - AI tools and precise investment strategies are essential for merchants to reduce costs and enhance efficiency during digital marketing [1] - The brand Yalu Fangge optimized its content strategy and utilized AI tools to significantly increase promotional spending by 92% during the New Year festival, achieving a 129% increase in daily average spending compared to December [1] - Baiyunshan leveraged AI tools and health-focused materials to enhance operational efficiency, resulting in a 30% increase in advertising spending during the early bird period and a 200,000 increase in material exposure [1] Group 2: C Subsidy Policies and Comprehensive Collaboration - Kuaishou's C subsidy policy aims to lower operational costs for merchants and stimulate consumer potential, helping them break through competitive bottlenecks [1][2] - The brand Deyou utilized a 16% C subsidy and a multi-matrix approach to improve its live streaming engagement by 22% and enhance its infrastructure by 50%, leading to a 9% increase in ROI [2] Group 3: Fine-tuned Operations and Long-term Brand Growth - Fine-tuned operations are crucial for merchants to build brand assets and explore new growth opportunities amid concentrated consumer demand [3] - The brand Fuyan Jie optimized its promotional strategies and enhanced user purchase intent, achieving a 200% increase in spending and a 161% increase in product CTR during the New Year festival [3] - The brand Qingquan Runjia shifted its operational strategy to a product and brand combination model, resulting in a 108% increase in ROI during the festival [4] Group 4: Market Adaptation and Product Strategy - The brand Meierya focused on expanding its product line during the New Year festival, utilizing a price-cutting strategy and various promotional methods to drive sales [5] - The overall operational ecosystem of Kuaishou supports brands, factories, and newcomers in finding suitable growth paths, emphasizing the platform's capability to adapt to market demands [6]

Core Insights - The transformation of physical bookstores is no longer an enhancement but a necessity for survival and evolution in the face of challenges such as low customer conversion, operational inefficiencies, and high trial-and-error costs [1] - The launch of the "Book Point" solution by Zhangyue Technology aims to drive the breakthrough of physical bookstores through a dual approach of technology and content [1][2] - The implementation of the "National Reading Promotion Regulations" marks a new phase of institutionalization and standardization in public reading, encouraging the integration of digital and traditional reading [1] Group 1 - The "Book Point" solution addresses the urgent needs of physical bookstores by providing a comprehensive digital operating system tailored to their entire business cycle [1][2] - It helps bookstores deepen user relationships and achieve long-term value conversion through precise identification and guidance of users, professional book recommendations, and ongoing engagement after store visits [2] - The solution leverages mature data and technology capabilities to assist bookstores in making informed decisions, improving management efficiency, and focusing on cultural service upgrades and reading scene innovations [2] Group 2 - Zhangyue Technology's initiative to promote the digitalization of physical bookstores aligns with national policies and reflects the company's commitment to corporate responsibility [2] - The company believes that the future of reading will not be a competition between online and offline but rather a deep integration and mutual enhancement of both [2] - Future iterations of the "Book Point" solution will continue to enhance technical and service capabilities, fostering a sustainable and innovative business model in collaboration with bookstore partners [3]

世盟股份（001220.SZ）1月27日披露网上摇号中签结果公告。中签号码共有36,916个，每个中签号码只能认购500股世盟股份A股股票。 多年的市场深耕，凭借专业的服务能力、高效的响应速度与严格的质量管控，世盟股份已与汽车、包装品等多个制造业领域内领先的全球知名 大型企业客户保持稳定、持续的合作，形成较强的客户黏性。其中，汽车制造业领先企业涵盖奔驰汽车和现代汽车；在包装领域全球龙头包含 利乐包装和安姆科；工业机器人、机床部件世界领先企业发那科、韩国SK集团等。与此同时，世盟股份还获得了行业与主管部门的广泛认可， 先后荣获中国物流与采购联合会AAAA级综合服务型物流企业、城市货运保障绿色车队、中国品牌价值百强物流企业等多项荣誉资质。 MACD金叉信号形成，这些股涨势不错！ | 末尾位数 | 中签号码 | | --- | --- | | 末"4"位数 | 9032 | | 末"5"位数 | 80474, 00474, 20474, 40474, 60474, 81915 | | 末"6"位数 | 680676, 080676, 280676, 480676, 880676 | | 末"8"位数 | 06477 ...

众所周知，物流信息化是现代物流发展的必然要求。全景网注意到，数字化、智能化转型亦是世盟股份 提升核心竞争力的重要支撑。公司始终坚持"业务场景驱动技术应用"的发展路径，投入大量资源搭建智 能物流信息体系，构建了以TMS（智慧调度系统）、WMS（仓储管理系统）、OMS（订单管理系统） 为核心，融合BMS（智能结算）、CMS（合同管理）、BI（智能分析）、VMS（可视化系统）的全流 程数字化平台。截至目前，公司已拥有11项计算机软件著作权，这些技术成果已全面落地应用于实际业 务运营，其中，TMS系统可优化运输路线设计、减少车辆空驶里程，WMS系统实现仓储全流程信息化 管理、提升运转效率与准确性，BI系统可通过数据分析为客户生产计划调整提供专业支撑，全方位赋能 运营效率提升与客户服务优化。 优质稳定的客户资源为公司业绩的稳定增长提供了坚实保障，亦是世盟股份持续发展的核心底气。多年 的市场深耕，凭借专业的服务能力、高效的响应速度与严格的质量管控，世盟股份已与汽车、包装品等 多个制造业领域内领先的全球知名大型企业客户保持稳定、持续的合作，形成较强的客户黏性。其中， 汽车制造业领先企业涵盖奔驰汽车和现代汽车；在包装领域全球 ...

回拨后，世盟股份本次网上发行中签率为0.0165074706%，有效申购倍数为6,057.86328倍。 世盟股份是一家专注于为跨国制造企业提供定制化、一体化、嵌入式供应链物流解决方案的专业服务 商，公司围绕跨国制造企业，不断创新服务模式，增强物流服务能力，通过整合运力资源、仓储资源、 港口关务服务资源等基础服务功能，针对特定客户的行业特性和需求，形成包括关务服务、运输服务、 仓储及管理服务在内的全方位、一体化供应链综合物流服务。 需要特别强调的是，作为根植华北、覆盖全国的领先综合物流企业，经过多年的经验积累，世盟股份已 具有综合竞争优势，并向多家世界知名的领先制造业企业提供长期的物流服务，在市场建立了良好口碑 及品牌形象。公司在华北、华东地区最为核心的港口天津港、上海港拥有领先的资源整合能力和物流业 务开展经验，是华北地区集装箱陆运物流领域的领先企业。 世盟股份（001220.SZ）1月26日披露首次公开发行股票并在主板上市网上申购情况及中签率公告。 公告显示，本次网上发行有效申购户数为16,464,189户，有效申购股数为111,816,040,500股。配号总数 为223,632,081个，起始号码为0 ...

Core Insights - The AI industry is transitioning from technological breakthroughs to application implementation, with enterprise-level AI applications accelerating towards large-scale deployment [1] - The Chinese government aims for AI integration in six key sectors by 2027, with a target of over 70% application penetration for new intelligent terminals and rapid growth in the core industries of the intelligent economy [1] Group 1: Company Strategy and Market Position - Huashengchang has been deeply rooted in the instrument and meter industry for 35 years, adhering to the principle of "precise measurement" while proactively advancing its "AI+" strategy to redefine its product line from "precise measurement" to "intelligent diagnosis" [2] - The company is expected to benefit from the projected growth of China's enterprise-level AI application market, which is anticipated to reach 44 billion yuan by 2025, representing a year-on-year increase of 37.5% [2] - Huashengchang is enhancing its supply chain resilience through its manufacturing base in Vietnam, enabling efficient responses to global market demands for AI products [2] Group 2: Technological Foundations - The foundation of Huashengchang's AI strategy lies in its deep understanding of measurement needs, extensive experience in measurement technology, and comprehensive knowledge of industry applications [3] - The company has developed the "DeepSense" model, the first nationally registered vertical model in the instrument measurement sector, which features self-learning capabilities and multi-modal data analysis [3] Group 3: Product Development and Applications - Huashengchang's "AI+ instrument and meter" strategy has achieved significant results in both industrial and medical fields, with new products like the AI-7760 power quality analyzer and AI arc detection series filling gaps in the domestic high-end instrument market [4] - The AI-7760 integrates the DeepSeek model and RAG knowledge graph, offering advanced features such as voice control and proactive monitoring, transforming industrial measurement from mere data recording to intelligent decision-making [4] - In the medical field, Huashengchang launched four smart home medical devices at the 2025 CMEF Expo, showcasing how AI technology enhances traditional medical equipment [5] Group 4: Future Outlook - The continuous iteration of foundational models is expected to trigger explosive growth in AI applications, pushing the intelligent transformation of the instrument and meter industry into a deeper phase [5] - Huashengchang aims to maintain its innovative spirit and deepen the implementation of its "AI+" strategy, integrating precise measurement with intelligent AI to contribute to industrial upgrades and improvements in public welfare [5]

2026年2月2日，广电计量（002967）检测集团股份有限公司(以下简称:广电计量,股票代码：002967)披 露发行情况报告书，标志着公司自开启"二次创业"以来通过定向增发成功募集资金进入发展加速期。此 次发行每股价格24.01元，最终募集资金总额高达13亿元，为公司"十五五"高质量发展注入新的动力。 广电计量相关负责人表示，本次定增获得资本市场积极参与，实现溢价发行，充分彰显了资本市场及广 大投资者对公司内在价值与未来发展潜力的高度认可。此次成功募集，既是把握行业发展机遇的战略举 措，也是落实股东回报承诺的具体行动，有望持续释放增量效益，稳步增厚公司盈利水平，为公司长期 高质量发展奠定坚实基础，也为投资者创造更大价值。 参与认购投资者数量众多，获投资者追捧 广电计量此次发行股票，认购热度远超预期。据报告披露，公司本次发行股票5,414.41万股，募集资金 总额13亿元，配售对象16家，实现全额募足。从竞价情况看，市场参与积极性较高，累计有效认购金额 高达56.62亿元，达到计划募资金额的4.36倍。本次发行定价24.01元/股，相比定价基准日前20个交易日 公司股票交易均价溢价3.31%。 本次股票发行 ...

Core Viewpoint - Shunwang Technology (300113.SZ) anticipates a significant increase in net profit for the fiscal year 2025, driven by strategic focus on core business, product innovation, and operational efficiency [1] Financial Performance - The projected net profit attributable to shareholders is expected to reach between 360 million to 430 million yuan, representing a year-on-year growth of 42.92% to 70.71% [1] - The net profit after deducting non-recurring gains and losses is forecasted to be between 280 million to 320 million yuan, with a year-on-year increase of 28.35% to 46.68% [1] - Non-recurring gains are estimated to be between 80 million to 110 million yuan, a substantial rise from 33.72 million yuan in the previous year, primarily due to changes in fair value of non-current financial assets, investment income, and government subsidies [1] Business Development - The company has completed the foundational phase of its cloud business and is now entering a stage of deepening its business model and accelerating scale construction [2] - As of Q3 2025, Shunwang has established over 300 node data centers across nearly 200 key cities, serving around 800,000 terminals with high-quality computing power [2] - The launch of the "Shunwang E-sports Cloud Computer CITY Version" targets low-latency scenarios and is designed for various digital consumption environments, enhancing consumer experience [2] Strategic Initiatives - Shunwang aims to leverage its brand and channel advantages from "ChinaJoy" to enhance IP influence and provide innovative brand promotion and product experience services for younger consumers [3] - The company is expanding its global cooperation network, with the international version of ChinaJoy making its debut at the BRIDGE2025 summit, showcasing over 20 leading industry enterprises [3] Revenue Composition - In the first half of 2025, digital marketing advertising revenue accounted for 79.23% of total revenue, while gaming revenue made up 20.6% [4] - The digital marketing business utilizes big data analytics for targeted advertising, significantly improving ad conversion efficiency [4] - Shunwang maintains a daily operational partnership with Douyin for internet advertising, positioning itself as the official content cooperation platform for ChinaJoy [4] Product Innovation - The launch of the "Shunwang E-sports Cloud Computer CITY Version" extends cloud services from the esports sector to broader urban and digital consumption scenarios [4] - The company has developed a computing power service platform that integrates intelligent power management and agile cloud-edge collaboration, catering to various intelligent computing needs [4] - Shunwang is fostering a convergence of e-sports culture and commercial ecology through platforms like ChinaJoy, promoting a blend of e-sports, social interaction, and lifestyle [4]

值得注意的是，广誉远此前已经两年多的时间营销专业的副总裁、总裁缺岗，市场深度关注。王鹏浩深 耕医药营销领域超20年，履历覆盖辉瑞、拜耳等外资药企，以及哈药、扬子江等国内龙头。其加盟将有 助于广誉远深化渠道布局，赋能公司增长。 01、深耕医药营销领域 2026年2月2日晚间，拥有近五百年历史的中药上市公司广誉远（600771.SH）发布公告称，公司董事会 同意聘任王鹏浩为公司副总裁。 02、适配"增长"新阶段 事实上，此次人事任命并非偶然，而是广誉远聚焦"增长"战略的关键落地。 广誉远是山西老字号，曾与北京同仁堂、杭州胡庆余堂、广州陈李济并称中国四大药铺，主要从事中药 产品的生产与销售，核心业务医药工业主要包括传统中药、精品中药和养生酒三大板块，拥有龟龄集、 定坤丹、安宫牛黄丸等明星产品。 2021年，山西国资"入主"广誉远，现由省属国企神农集团控股。 2025年三季报数据显示，广誉远已具备扎实的增长基础。公司前三季度实现营收10.61亿元，同比增长 18.71%，创同期历史新高；归母净利润7888.4万元，同比增长11.16%；经营活动现金流净额2.01亿元， 同比增长47.95%，这些数据在中药上市公司中表 ...

从目前披露的片单来看，博纳影业2026年将迎来产品大年。随着多部重量级影片的陆续定档与上映，公 司核心主业的盈利能力和可持续性有望得到进一步验证。 1月30日，博纳影业（001330.SZ）发布2025年度业绩预告。公告显示，2025年公司出品的电影、剧集上 映数量不足，多部电影、剧集尚处于不同的制作阶段，暂未产生直接经济收益。公司将全面推进电影、 剧集的高品质内容生产。 除春节档外，博纳影业2026年储备了多部电影和剧集项目，涵盖喜剧、历史、动作等丰富题材。电影方 面，主旋律大片《四渡》《克什米尔公主号》等大制作电影均有望年内上映，《她杀》《村超》《蛮荒 禁地》等多元类型电影同样备受期待。此外，多部剧集处于不同开发阶段，古装历史大剧《钦差大臣林 则徐》在剧本创作中，抗战史诗剧《东江纵队》正在筹备中。除传统影视项目以外，AI原生电影《三 星堆：未来往事》同样在国家电影局立项公示，目前处于审核阶段。 ...