浙文互联：公司GEO业务尚未形成成熟的盈利模式，目前尚未形成相关收入 (本文来自第一财经) 2连板人民网：目前不涉及GEO业务 2连板新华网：GEO业务未形成收入 浙数文化：相关子公司的主营业务为数字营销服务和广告代理服务等，不涉及GEO业务 3连板引力传媒：GEO业务尚未形成收入 GEO概念今日持续活跃，多只概念股发布公告回应相关业务布局情况： ...

Core Viewpoint - Zhejiang Shuju Culture (600633.SH) has issued a stock price fluctuation announcement, indicating that the company is aware of media reports categorizing it as a GEO concept stock, despite its subsidiaries primarily engaging in digital marketing and advertising services, which do not align with the GEO business definition [1] Group 1 - The company has been identified in media reports as a GEO concept stock [1] - GEO (Generative Engine Optimization) is defined as a technology aimed at enhancing the presentation probability of information in generative AI engines through structured content and authoritative source construction [1] - The company's relevant subsidiaries focus on digital marketing services and advertising agency services, not on the GEO business as described [1]

Group 1 - Tongdahai, located in Chongqing, is a core service provider in the court informationization sector, focusing on judicial AI applications with over 2,000 courts using its products nationwide [1] - The company's intelligent document generation system improves judges' work efficiency by over 50%, while its intelligent case allocation system meets the smart management needs of courts [1] - As demand for judicial AI continues to grow, the company is expected to enhance its market coverage and commercialization capabilities, becoming a key beneficiary in the judicial AI sector [1] Group 2 - Tianlong Group, based in Shantou, Guangdong, operates in digital marketing and ink chemicals, with a strong focus on AI applications in digital marketing [2] - The company’s advertising optimization through AI technology has increased conversion rates by over 30% compared to traditional methods [2] - AI applications are driving the company's performance growth, leveraging its technical expertise and channel resources to meet advertisers' needs [2] Group 3 - Guangyun Technology, a leading player in the e-commerce SaaS sector based in Hangzhou, focuses on AI application development for e-commerce scenarios [3] - Its AI selection system provides precise product recommendations based on comprehensive e-commerce data analysis [3] - The company is expected to maintain its leading position in the e-commerce AI sector as demand for intelligent solutions increases [3] Group 4 - Zhangqu Technology, located in Beijing, is an established player in the mobile gaming industry, innovating AI applications in game development [4] - AI-generated content tools reduce development cycles by 20%-30% and costs by over 15% [4] - The company is positioned to leverage AI applications for intelligent transformation in the gaming business [4] Group 5 - Zhuoyi Information, based in Wuxi, Jiangsu, specializes in cloud computing infrastructure and AI computing power services [5] - The company optimizes AI computing power scheduling efficiency, supporting large model training and inference [5] - As demand for AI computing power continues to grow, the company is set to benefit significantly from its foundational role in AI application deployment [5] Group 6 - Dian Diagnostics, a leading third-party medical diagnostics company in Hangzhou, focuses on AI applications in the medical field [6] - Its AI diagnostic systems achieve over 95% accuracy in identifying cancer cells and enhance diagnostic efficiency [6] - The company is expected to expand its AI application scenarios in the medical sector, driving intelligent transformation in diagnostics [6] Group 7 - Zhidema, based in Beijing, operates a consumer content and shopping guide platform, integrating AI technology for consumer decision-making [7] - The platform's conversion rate is 40% higher than the industry average due to its AI recommendation system [7] - AI applications are crucial for enhancing user experience and monetization in the consumer sector [7] Group 8 - Yidian Tianxia, located in Xi'an, focuses on AI marketing applications for cross-border e-commerce and overseas enterprises [8] - The company’s AI creative platform generates multilingual advertising materials, adapting to various cultural contexts [8] - As demand for cross-border AI marketing grows, the company is positioned as a key bridge for enterprises entering AI applications [8] Group 9 - Weishidun, a digital transformation service provider, specializes in AI applications for the financial and government sectors [9] - Its intelligent risk control system effectively identifies financial risks, reducing bad debt rates [9] - The company is expected to expand its market share in financial and government AI solutions as demand increases [9] Group 10 - Xinlicheng, based in Zhengzhou, focuses on AI applications in grassroots medical services and health management [10] - The company’s AI-assisted diagnostic systems enhance the capabilities of grassroots doctors [10] - As the government promotes improvements in grassroots medical capabilities, the company is set to enhance service accessibility and quality through AI [10] Group 11 - Waifu Holdings, located in Shanghai, is a leader in human resources services, integrating AI technology into its applications [11] - The AI recruitment system improves hiring efficiency by over 60% [11] - The company is positioned to expand its AI applications in human resources, driving the sector's digital transformation [11] Group 12 - Zhonggong Education, based in Wuhu, is a leading vocational education company focusing on AI applications [12] - Its AI learning platform generates personalized study plans, enhancing learning efficiency [12] - The company is expected to solidify its leading position in vocational education through innovative AI applications [12] Group 13 - Zhizhen Technology, located in Beijing, focuses on AI applications in the telecommunications sector [13] - Its AI network operation system enhances network stability and reduces operational costs [13] - The company is set to expand its market share in telecommunications AI solutions as demand grows [13] Group 14 - Visual China, based in Chongqing, is a leader in visual content services, leveraging AI to transform content production and transaction [14] - The company’s AI content generation platform supports efficient visual content creation [14] - As demand for AI-generated visual content increases, the company is positioned to benefit significantly in this sector [14] Group 15 - Yiyuan Media, located in Beijing, is an integrated marketing service provider focusing on AI marketing applications [15] - The company’s AI marketing creative platform generates advertising materials quickly, adapting to short video marketing needs [15] - AI is a core technology driving innovation in the marketing sector, positioning the company as a leader in AI marketing [15] Group 16 - Shenguang Group, based in Guangzhou, is a leading advertising marketing company that integrates AI technology into its global marketing applications [16] - The company’s AI creative center generates multilingual advertising content, catering to overseas market needs [16] - As cross-border AI marketing demand grows, the company is expected to strengthen its position in the marketing industry [16]

证券代码：600633 证券简称：浙数文化 编号：临 2026-001 一、股票交易异常波动的具体情况 公司股票于2026年1月9日、2026年1月12日、2026年1月13日连续三个交易日 内收盘价格跌幅偏离值累计超过20%，属于《上海证券交易所交易规则》规定的 股票交易异常波动情形。 二、公司关注并核实的相关情况 针对股票交易异常波动，公司对相关事项进行了核查，并询问了公司控股股 东、实际控制人，现将有关情况说明如下： 浙报数字文化集团股份有限公司 股票交易异常波动公告 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。 重要风险提示： 公司不涉及 GEO 业务：目前，公司相关子公司的主营业务为数字营销服 务和广告代理服务等，不涉及本公告所描述的 GEO 业务。 业绩波动风险：2025 年前三季度，公司实现营业收入 2,151,891,560.06 元，同比下降 0.79%，实现毛利率 54.72%，同比下降 4.96 个百分点。 二级市场交易风险：公司股价 2026 年 1 月 5 日至 2026 年 1 月 13 日收盘 ...

Core Viewpoint - Zhejiang Shuju Culture (600633) has issued a notice regarding unusual stock trading fluctuations, addressing media claims that the company is categorized as a GEO concept stock. The company clarifies that its subsidiaries primarily engage in digital marketing and advertising agency services, which do not align with the GEO business definition [1]. Group 1 - The company has released a notice on January 13 regarding abnormal stock trading activity [1]. - Media has categorized the company as a GEO concept stock, which refers to Generative Engine Optimization technology aimed at enhancing information presentation in generative AI engines [1]. - The company's relevant subsidiaries focus on digital marketing services and advertising agency services, not on the GEO business as defined [1].

Core Viewpoint - Zhejiang Shuju Culture (600633.SH) has issued a statement addressing media reports that categorize the company as a GEO concept stock, clarifying that its subsidiaries primarily engage in digital marketing and advertising services, which do not align with the GEO business definition [1] Group 1 - The company has noted media classification of its stock under the GEO (Generative Engine Optimization) category [1] - GEO is defined as a technology aimed at enhancing the presentation probability of information in generative AI engines through structured content and authoritative source building [1] - The company's relevant subsidiaries do not involve the GEO business as described [1]

证券之星消息，1月13日游戏板块较上一交易日上涨0.31%，掌趣科技领涨。当日上证指数报收于4138.76，下跌0.64%。深证成指报收于14169.4， 下跌1.37%。游戏板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300315 | 享邀科技 | 6.86 | 14.91% | 889.53万 | | 58.68亿 | | 600633 | 浙数文化 | 16.17 | 5.48% | 188.82万 | | 31.36亿 | | 300043 | 星辉娱乐 | 7.00 | 4.79% | 239.86万 | | 16.86亿 | | 600892 | *ST大晟 | 3.59 | 4.36% | 13.94万 | | 4940.57万 | | 300052 | ST中青宝 | 13.69 | 3.87% | 20.23万 | | 2.78亿 | | 002605 | 姚记科技 | 28.31 | 2.46% | 54.42万 | | 15.19亿 ...

Group 1 - The core theme of AI applications has seen a significant surge, particularly in the GEO segment, attracting substantial trading interest [1] - Stocks such as 易点天下, 中文在线, and 天龙集团 experienced a maximum increase of 20% in their share prices, indicating strong market performance [1] - The 华夏传媒ETF (516190) received a net inflow of 575 million yuan, highlighting investor enthusiasm for GEO-related assets [1] Group 2 - The upcoming release of DeepSeek V4 and the appearance of 豆包 on the Spring Festival Gala are key catalysts driving market interest [1] - The GEO theme is characterized as a new narrative that redefines the underlying logic of advertising and marketing in the AI era, making it a unique investment opportunity amid rising risk appetite and liquidity [1] - The 中证文娱传媒指数, which the 华夏传媒ETF tracks, includes companies involved in video, live streaming, gaming, film, IPTV/OTT, digital publishing, digital marketing, online education, and event performances, aligning with new technology and consumption trends [1]

（文章来源：证券时报网） 数据宝统计，截至10:38，浙数文化成交额16.39亿元，创2025年3月13日以来新高。最新股价上涨 9.98%，换手率7.72%。上一交易日该股全天成交额为8.38亿元。 据天眼查APP显示，浙报数字文化集团股份有限公司成立于1992年07月01日，注册资本126807.4472万 人民币。（数据宝） ...

Core Insights - Zhejiang Shuculture has experienced a consecutive two-day trading limit increase, indicating strong market interest and momentum [1] - The stock reached a trading limit at 9:45 AM with a transaction volume of 1.605 billion yuan and a turnover rate of 7.55% [1] Company Developments - The company is actively involved in the multi-modal AI sector, with applications in AI healthcare, internet healthcare, and NFTs [1] - Zhejiang Shuculture's subsidiary, Chuanbo Brain Technology, has developed a large model for media that has been successfully registered with the National Internet Information Office, marking it as the first media-specific large model developed by a media technology company in China [1] - The company is investing in infrastructure such as the Fuchun Cloud Internet Data Center and the Zhejiang Big Data Trading Center, establishing a comprehensive digital business ecosystem [1] Market Trends - The recent performance of the multi-modal AI concept sector has been robust, aligning with the company's strategic focus on AI and the digital economy [1]