浙文互联（600986）(600986.SH)发布公告，公司股票于2026年1月23日、1月26日连续两个交易日内日 收盘价格涨幅偏离值累计超过20%。根据《上海证券交易所交易规则》的有关规定，属于股票交易异常 波动情形。公司旗下"派智"数字人业务产生的收入和利润占公司营业收入和净利润的比例均不到1%， 占比较小，对公司经营业绩无重大影响。 ...

智通财经APP讯，浙文互联(600986.SH)发布公告，公司股票于2026年1月23日、1月26日连续两个交易 日内日收盘价格涨幅偏离值累计超过20%。根据《上海证券交易所交易规则》的有关规定，属于股票交 易异常波动情形。公司旗下"派智"数字人业务产生的收入和利润占公司营业收入和净利润的比例均不到 1%，占比较小，对公司经营业绩无重大影响。 ...

证券代码：600986 证券简称：浙文互联 公告编号：临2026-010 浙文互联集团股份有限公司 股票交易异常波动的公告 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： 浙文互联集团股份有限公司（以下简称"公司"或"本公司"）股票于 2026 年 1 月 23 日、1 月 26 日连续两个交易日内日收盘价格涨幅偏离值累计超过 20%。根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动情 形。 2026 年 1 月 5 日至 2026 年 1 月 26 日，公司股价累计涨幅达 69.57%，公 司主营业务未发生重大变化，股价短期内连续上涨，存在市场情绪过热、非理性 炒作风险，已明显高于同期行业及上证指数涨幅，且严重显著偏离公司基本面， 随时存在快速下跌风险。敬请广大投资者注意二级市场交易风险，理性决策，审 慎投资。 公司旗下"派智"数字人业务产生的收入和利润占公司营业收入和净利 润的比例均不到 1%，占比较小，对公司经营业绩无重大影响。 业绩波动风险：2025 年前三季度，公司实现营业收入 560, ...

每经AI快讯，1月26日，浙文互联（600986）发布股票交易异常波动公告，1月5日至1月26日，公司股 价累计涨幅达69.57%，公司主营业务未发生重大变化，股价短期内连续上涨，存在市场情绪过热、非 理性炒作风险，已明显高于同期行业及上证指数涨幅，且严重显著偏离公司基本面，随时存在快速下跌 风险。公司旗下"派智"数字人业务产生的收入和利润占公司营业收入和净利润的比例均不到1%，占比 较小，对公司经营业绩无重大影响。 ...

浙文互联公告称，公司股票于2026年1月23日、1月26日连续两日收盘价格涨幅偏离值累计超20%，属异 常波动。2026年1月5 - 26日，股价累计涨幅69.57%。旗下"派智"数字人业务收入和利润占比均不到 1%。2025年前三季度，营收560,470.29万元，净利润12,662.28万元，同比降19.68%，扣非净利润 1,869.48万元，同比降78.62%。2026年1月26日换手率33.12%，最新动态市盈率155.60，显著高于行业平 均，提示投资者注意风险。 ...

Market Overview - On January 26, the A-share market saw a collective decline, with the Shanghai Composite Index down 0.09% to 4132 points, the Shenzhen Component Index down 0.85%, and the ChiNext Index down 0.91% [1]. High-Performance Stocks - Notable high-performing stocks included: - Jinding New Materials with 5 consecutive trading limits in 9 days - Silver Industry with 5 consecutive trading limits - Sichuan Gold with 4 trading limits in 8 days - Other stocks like Tian Di Online and Zhao Jin Gold also showed strong performance with multiple trading limits [3]. Top Net Purchases - The top three net purchases on the day were: - Wangsu Technology with a net purchase of 614 million - Zhongtung High-tech with 300 million - World with 217 million [3]. Institutional Purchases - Among stocks with institutional special seats, the top three net purchases were: - Wangsu Technology with 218 million - World with 183 million - Zhongchao Holdings with 120 million [5][6]. Price Movements - Significant price movements included: - Maiwei Co. with a 45.47% increase to 342.11 - Wangsu Technology up 20.04% to 13.78 - Qianzhao Optoelectronics up 8.55% to 42.52 [4][6]. Precious Metals Market - Recent trends show spot gold and silver prices breaking historical highs, driven by geopolitical tensions and expectations of interest rate cuts by the Federal Reserve, which has increased market risk aversion [11]. - Companies involved in gold and silver production are expected to benefit significantly from rising product prices [11]. AI and Cloud Services - Reports indicate that Amazon's AI computing service has increased prices by 15%, prompting domestic cloud service providers to evaluate potential price adjustments. This is expected to lead to increased capital expenditures among major internet firms like Alibaba and Tencent, indicating strong demand for computing power [13]. Rare Metals Market - The rare metals market is showing strong performance, with prices for strategic resources like rare earths, lithium, tungsten, and nickel continuing to rise due to macroeconomic factors, supply-demand dynamics, and policy influences [17]. Stock Highlights - Notable stock movements included: - Xinke Mobile down 18.15% with a trading volume of 50.94 billion - Jinlong Automobile hitting the limit down with a trading volume of 3.86 billion - Aerospace Engineering also hitting the limit down with a trading volume of 11.11 billion [17]. Trading Dynamics - The trading dynamics showed significant net purchases from various investment groups, with notable net purchases in stocks like Wangsu Technology and Youke De, indicating active trading strategies [20][23].

Core Viewpoint - The advertising and marketing sector experienced a decline of 0.46% on January 26, with Tianlong Group leading the losses. The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1]. Group 1: Stock Performance - Zhejiang Wenhu Internet (600986) saw a significant increase of 10.04%, closing at 13.26 with a trading volume of 4.9269 million shares and a transaction value of 6.367 billion [1]. - Tiandi Online (002995) rose by 9.99%, closing at 25.10 with a trading volume of 380,800 shares and a transaction value of 946 million [1]. - Jiyun Technology (300242) increased by 3.41%, closing at 6.68 with a trading volume of 1.0061 million shares and a transaction value of 657 million [1]. - Tianlong Group (300063) led the declines with a drop of 6.24%, closing at 13.97 with a trading volume of 1.4105 million shares and a transaction value of 1.99 billion [2]. - Xinhua Du (002264) fell by 5.05%, closing at 9.96 with a trading volume of 723,200 shares and a transaction value of 725 million [2]. Group 2: Capital Flow - The advertising and marketing sector experienced a net outflow of 1.757 billion from institutional investors, while retail investors saw a net inflow of 1.505 billion [2]. - Tiandi Online (002995) had a net inflow of 1.64 billion from institutional investors, but a net outflow of 909.77 million from speculative funds [3]. - Fenjun Media (002027) recorded a net inflow of 869.46 million from institutional investors, while speculative funds saw a net outflow of 972.81 million [3].

Group 1 - The main capital inflow in the morning was observed in sectors such as non-ferrous metals, non-bank financials, banking, oil and petrochemicals, coal, and telecommunications [1] - Specific stocks that saw significant net inflows include Zijin Mining, Zhejiang Wenhu Internet, and Dongfang Risheng, with inflows of 2.488 billion, 1.896 billion, and 1.746 billion respectively [1] - Conversely, the sectors that experienced net outflows included electronics, defense and military, automotive, computers, machinery, and electric equipment [1] Group 2 - The stocks that faced the largest net outflows were China Satellite, Aerospace Electronics, and Lens Technology, with outflows of 2.736 billion, 2.521 billion, and 1.434 billion respectively [1]

AI应用概念盘初走强，浙文互联5天3板，世纪恒通涨超10%，天地在线、中控技术、泛微网络（维权） 涨幅居前。 AI应用概念盘初走强，浙文互联5天3板，世纪恒通涨超10%，天地在线、中控技术、泛微网络（维权） 涨幅居前。 ...

Investment Rating - The report maintains a "Buy" rating for the media industry, highlighting its strong performance relative to the market [1][9]. Core Insights - The first quarter of 2026 is expected to benefit from the Spring Festival and the AI Spring Festival Gala, with diverse film offerings catering to various audience preferences. The integration of AI in cinema operations and new interactive experiences is anticipated to explore new commercial boundaries [3][4][15]. - The AI Spring Festival Gala is expected to reignite interest in AI applications and competition for new traffic entry points, with various AI-driven apps emerging to enhance digital marketing and e-commerce [3][4][16][17]. - The report emphasizes the ongoing transformation in the media landscape driven by technological advancements, particularly in AI, which is expected to create new business models and content production paradigms [3][4][16]. Industry Overview - The media industry has shown strong performance, with a 50.7% increase over the past 12 months compared to the Shanghai and Shenzhen 300 index, which only increased by 22.7% [1]. - The report notes that the film market is set to feature four major films for the Spring Festival, with themes ranging from national security to family-friendly animation, indicating a diverse content supply [15]. - The gaming sector is experiencing growth, with the market for legendary games projected to exceed 400 billion yuan in 2026, driven by technological advancements and the proliferation of mini-games [23][24]. Recommended Stocks and Rationale - The report recommends several stocks, including Wanda Film (002739), Mango Super Media (300413), and BlueFocus Communication Group (300058), citing their strong positions in the industry and potential for growth [4][9]. - Specific companies are highlighted for their innovative approaches, such as Wanda Film's integration of AI in its operations and the development of new interactive entertainment experiences [15][16]. - The report also mentions the potential of companies like Bilibili (9626.HK) and Tencent (0700.HK) to leverage AI technologies in their marketing strategies [4][9].