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]

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]

Group 1 - Zhejiang Shuzi Culture Co., Ltd. experienced an 8.82% increase in stock price, reaching 15.17 CNY per share, with a trading volume of 44.18 million CNY and a turnover rate of 0.23%, resulting in a total market capitalization of 19.237 billion CNY [1] - The company, established on July 1, 1992, and listed on March 4, 1993, is located in Hangzhou, Zhejiang Province, and operates primarily in the digital entertainment and big data sectors [1] - The revenue composition of the company includes online game operations (43.27%), digital marketing (25.03%), technical information services (22.12%), online social services (8.64%), and other income (0.94%) [1] Group 2 - Southern Fund's Southern CSI 1000 ETF (512100) is among the top ten circulating shareholders of Zhejiang Shuzi Culture, having reduced its holdings by 60,900 shares to 6.9551 million shares, representing 0.55% of circulating shares [2] - The fund has achieved a year-to-date return of 7.05%, ranking 1300 out of 5579 in its category, and a one-year return of 45.31%, ranking 1627 out of 4202 [2] Group 3 - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has been in the position for 7 years and 68 days, managing a total fund size of 122.76 billion CNY [3] - During Cui Lei's tenure, the best fund return was 234.52%, while the worst return was -15.93% [3]

Market Overview - The Shanghai Composite Index closed at 4095.33 points, above the annual line, with a change of 0.30% [1] - The total trading volume of A-shares reached 20,819.70 million yuan [1] Stocks Breaking Annual Line - A total of 73 A-shares have surpassed the annual line today, with notable stocks including: - Zhongcheng Technology with a deviation rate of 14.13% - Weining Health at 10.41% - Yaxin Security at 8.60% [1] Top Stocks by Deviation Rate - The following stocks have the highest deviation rates from the annual line: - Zhongcheng Technology: Today's change of 19.05%, turnover rate of 24.88%, annual line at 25.68 yuan, latest price at 29.31 yuan [1] - Weining Health: Today's change of 11.05%, turnover rate of 14.00%, annual line at 9.56 yuan, latest price at 10.55 yuan [1] - Yaxin Security: Today's change of 10.44%, turnover rate of 3.58%, annual line at 20.75 yuan, latest price at 22.53 yuan [1] Additional Stocks with Notable Performance - Other stocks with significant performance include: - Pailin: Change of 10.01%, turnover rate of 15.83%, annual line at 7.88 yuan, latest price at 8.46 yuan [1] - Chuangye Huikang: Change of 8.71%, turnover rate of 10.91%, annual line at 5.38 yuan, latest price at 5.74 yuan [1] - Jiuyuan Yinhai: Change of 6.61%, turnover rate of 6.73%, annual line at 18.48 yuan, latest price at 19.68 yuan [1]

证券代码：600633 证券简称：浙数文化 编号：临 2025-072 2025 年 11 月 17 日，公司收到基金管理人上海永徽创业投资管理有限公司 （以下简称"上海永徽"）的通知，经全体合伙人协商一致并与杭州数图永安管 理咨询有限公司（以下简称"杭州数图"）共同签署了《变更决定书》，同意变 更合伙企业普通合伙人为杭州数图，并变更合伙企业名称及经营范围。同时，鉴 于合伙企业以基金身份在中基协备案的经营期限即将届满，且后续拟不再以基金 形式进行运作，全体合伙人根据基金现阶段实际运作情况审慎做出变更决定，全 体合伙人与杭州数图共同签署了《关于解除委托管理关系及基金注销之框架协 议》，同意办理合伙企业基金身份注销程序，解除与上海永徽间的委托管理关系， 并约定责任划分原则、结清管理费、基金注销未办理通过的处理原则等事项。 此外，合伙企业原有限合伙人与杭州数图签署了《苏州永徽隆行信息咨询合 伙企业（有限合伙）合伙协议》，且原其他有限合伙人及杭州数图共同向公司出 具《一致行动承诺函》，承诺对需经合伙人会议决议事项与公司保持一致行动。 具体详见公司在上海证券交易所网站 www.sse.com.cn 和《上海证券报》披露 ...