格隆汇1月13日｜吉视传媒发布异动公告，公司股票于2026年1月9日至1月13日连续三个交易日收盘价格 涨幅偏离值累计达到20%，构成《上海证券交易所交易规则》规定的股票交易异常波动情况。经公司自 查并向控股股东核实，截至本公告披露日，公司及控股股东不存在应披露而未披露的重大事项。公司目 前生产经营活动一切正常，市场环境、行业政策没有发生重大调整、生产成本和销售等情况没有出现大 幅波动、内部生产经营秩序正常。公司不存在应披露而未披露的重大信息。 ...

一、股票交易异常波动的具体情况 证券代码：601929 证券简称：吉视传媒 公告编号：临 2026-001 债券代码：250052 债券简称：23 吉视 01 吉视传媒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个别及连带责任。 重要内容提示： 吉视传媒股份有限公司（以下简称：公司）股票于 2026 年 1 月 9 日至 1 月 13 日连续三个交易日收盘价格涨幅偏离值累计达到 20%，构成《上海证券 交易所交易规则》规定的股票交易异常波动情况。 经公司自查并向控股股东核实，截至本公告披露日，公司及控股股东不 存在应披露而未披露的重大事项。公司目前生产经营活动一切正常，市场环境、 行业政策没有发生重大调整、生产成本和销售等情况没有出现大幅波动、内部生 产经营秩序正常。公司不存在应披露而未披露的重大信息。 （四）其他股价敏感信息 经公司核实，未发现公司控股股东及董事和高级管理人员在公司股票异常波 动期间买卖公司股票的情况。 公司股票于 2026 年 1 月 9 日至 1 月 13 日连续三个交易日收盘价格涨幅偏 离 ...

吉视传媒公告称，公司股票于2026年1月9日至1月11日连续三个交易日收盘价格涨幅偏离值累计达 20%，构成股票交易异常波动。经自查及向控股股东核实，截至公告披露日，公司及控股股东不存在应 披露未披露重大事项，生产经营正常，未发现影响股价的媒体报道、市场传闻等。此外，未发现控股股 东及董高人员在异常波动期间买卖公司股票，提醒投资者注意风险。 ...

Market Overview - The television broadcasting sector increased by 5.86% compared to the previous trading day, with Liujin Technology leading the gains [1] - The Shanghai Composite Index closed at 4165.29, up 1.09%, while the Shenzhen Component Index closed at 14366.91, up 1.75% [1] Stock Performance - Liujin Technology (code: 920021) closed at 9.51, with a significant increase of 29.92% and a trading volume of 633,200 shares, amounting to a transaction value of 566 million yuan [1] - Other notable performers include: - Dianguang Media (code: 000917) with a closing price of 13.27, up 10.03% [1] - Oriental Pearl (code: 600637) at 14.65, up 9.98% [1] - New Media Co. (code: 300770) at 47.38, up 6.76% [1] - Wireless Media (code: 301551) at 36.30, up 6.73% [1] Capital Flow - The television broadcasting sector experienced a net outflow of 362 million yuan from institutional investors, while retail investors saw a net inflow of 424 million yuan [1] - Detailed capital flow for selected stocks includes: - Liujin Technology had a net inflow of 33.9 million yuan from institutional investors, accounting for 59.86% of its trading [2] - Dianguang Media faced a net outflow of 89.09 million yuan from institutional investors, with a net outflow of 51.54 million yuan from retail investors [2] - New Media Co. had a net inflow of 52.86 million yuan from institutional investors, but a net outflow from retail investors [2]

Group 1 - The stock of Jishi Media increased by 6.31% on January 12, reaching a price of 4.21 CNY per share, with a trading volume of 136 million CNY and a turnover rate of 0.91%, resulting in a total market capitalization of 14.692 billion CNY [1] - Jishi Media Co., Ltd. is located in Changchun, Jilin Province, and was established on May 9, 2001. It was listed on February 23, 2012. The company's main business involves the planning, construction, operation management, maintenance of cable television networks in Jilin Province, and the reception, retransmission, and transmission of radio and television programs, primarily focusing on video information transmission and online multifunctional services. The main business revenue is derived entirely from cable television services [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Guotai Fund holds a significant position in Jishi Media. The Guotai CSI Film and Television Theme ETF (516620) held 695,900 shares in the third quarter, accounting for 3.32% of the fund's net value, ranking as the tenth largest heavy stock. The estimated floating profit for today is approximately 174,000 CNY [2] - The Guotai CSI Film and Television Theme ETF (516620) was established on October 20, 2021, with a latest scale of 79.1068 million CNY. Year-to-date returns are 9.76%, ranking 530 out of 5,579 in its category; the one-year return is 33.67%, ranking 2,395 out of 4,202; and since inception, the return is 15.96% [2]

Core Viewpoint - The television broadcasting sector experienced a significant increase of 5.54% on January 9, with major gains led by Dianguang Media, as the overall market indices also showed positive movement [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4120.43, up by 0.92% [1]. - The Shenzhen Component Index closed at 14120.15, up by 1.15% [1]. - The television broadcasting sector saw a notable rise, with individual stocks showing varying degrees of increase [1]. Group 2: Individual Stock Performance - Dianguang Media (000917) closed at 12.06, with a rise of 10.04% and a trading volume of 2.5692 million shares, amounting to a transaction value of 30.50 billion yuan [1]. - Jishi Media (601929) closed at 3.96, up by 10.00%, with a trading volume of 3.8629 million shares, resulting in a transaction value of 14.67 billion yuan [1]. - Oriental Pearl (600637) closed at 13.32, increasing by 9.99%, with a trading volume of 1.7554 million shares, translating to a transaction value of 23.30 billion yuan [1]. - Other notable performers included Liujin Technology (920021) with a 5.17% increase, Huashu Media (000156) up by 4.53%, and Hailiang Co. (301262) rising by 4.39% [1]. Group 3: Capital Flow Analysis - The television broadcasting sector saw a net inflow of 9.91 billion yuan from institutional investors, while retail investors experienced a net outflow of 4.51 billion yuan [2]. - The main capital inflow was concentrated in Jishi Media, which had a net inflow of 5.50 million yuan from institutional investors [3]. - Dianguang Media experienced a net inflow of 2.68 million yuan from institutional investors, while it faced a net outflow of 1.34 million yuan from retail investors [3].

Core Viewpoint - The A-share market is experiencing a significant surge, with the Shanghai Composite Index reaching 4100 points for the first time in ten years, driven by strong performances in sectors such as AI applications, commercial aerospace, controllable nuclear fusion, non-ferrous metals, and robotics [1] Group 1: AI Application Sector Performance - The AI application sector saw a comprehensive explosion, particularly in media stocks, with companies like Yidian Tianxia (301171) hitting a "20CM" limit up, and several others achieving "10CM" limit up, including Bory Media, Zhejiang Wenlian, and Jishi Media [2] - The surge in AI application stocks is closely linked to the recent listings of major model companies, Zhiyuan and MiniMax, on the Hong Kong Stock Exchange, which have catalyzed market enthusiasm [2][3] - The successful entry of these large model companies into the capital market signifies a transition for the AI industry from a technology exploration phase to a new stage of scaled and commercial development [4] Group 2: Impact of New Listings - The listings of Zhiyuan and MiniMax are expected to provide substantial funding support for the AI industry, facilitating the acceleration of technology research and development into commercial applications [4] - The capital market's backing is anticipated to enhance the stability of technology investments, potentially leading to a decrease in API costs and a revaluation of AI application sectors [4][5] - The media sector is particularly active due to its high demand for content generation and marketing, making it a prime beneficiary of advancements in AI technology [5] Group 3: Policy and Market Outlook - Recent favorable policies, such as the implementation opinions from the Ministry of Industry and Information Technology, aim to promote the deep application of general large models in manufacturing by 2027, indicating a supportive regulatory environment for AI applications [5] - Market analysts predict that 2026 will be a pivotal year for the commercialization of AI applications, requiring substantial investment returns to justify high valuations [5]

1月8日，吉视传媒大宗交易成交1236万股，成交额4350.72万元，占当日总成交额的6.26%，成交价3.52元，较市场收盘价3.6元折价2.22%。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-01-08 | 吉视传媒 | 601929 | 3.52 4350.72 | 1236 | 机构专用 | 中信建投证券股公 | | ...

Core Insights - The television broadcasting sector experienced a rise of 1.25% on the trading day, with Oriental Pearl leading the gains [1] - The Shanghai Composite Index closed at 4085.77, up 0.05%, while the Shenzhen Component Index closed at 14030.56, up 0.06% [1] Stock Performance - Oriental Pearl (600637) closed at 11.01, with a significant increase of 9.99% and a trading volume of 1.67 million shares [1] - Other notable stocks include: - Huashu Media (000156) at 7.82, up 0.39% [1] - Gehua Cable (600037) at 7.47, up 0.13% [1] - Jiangsu Cable (600959) at 3.51, down 0.57% [1] - Gu Guang Network (600996) at 9.87, down 0.90% [1] Capital Flow - The television broadcasting sector saw a net inflow of 46.91 million yuan from institutional investors, while retail investors contributed a net inflow of 78.78 million yuan [2] - Notably, there was a net outflow of 126 million yuan from speculative funds [2] Individual Stock Capital Flow - Oriental Pearl had a net inflow of 43.5 million yuan from institutional investors, but a net outflow of 22.5 million yuan from speculative funds [3] - Other stocks with significant capital flow include: - Gehua Cable with a net inflow of 10.40 million yuan from institutional investors [3] - Huashu Media with a net inflow of 7.69 million yuan from institutional investors [3] - Guangxi Broadcasting (600936) experienced a net outflow of 3.88 million yuan from institutional investors [3]

Group 1 - BYD aims to maintain significant R&D and financial investment to consolidate electrification and promote intelligence in the new "15th Five-Year Plan" period [3] - The company plans to integrate global resources for collaborative innovation and accelerate its global industrial layout to build a world-class Chinese brand [3] - BYD's annual sales have achieved a tenfold growth during the "14th Five-Year Plan" period, establishing it as the largest electric vehicle manufacturer globally [3] Group 2 - Oriental Fortune emphasizes the importance of empowering the real economy and serving people's needs in the financial sector during the "15th Five-Year Plan" [5] - The company aims to leverage technology to connect wealth management and financing needs effectively [5] Group 3 - Moore Threads focuses on accelerating the application of domestic GPUs across various industries to support digital transformation [7] - The company has established a complete technology stack based on a unified architecture, achieving a systematic closed loop from hardware to application [7] Group 4 - Muyuan Foods is committed to producing safe and healthy pork products, aiming for high-quality development in the pig farming industry [9] - The company plans to leverage technology to address industry challenges and contribute to the high-quality development of China's pig farming sector [9] Group 5 - Zhongwei Company aims to achieve 50% to 60% market coverage in high-end semiconductor equipment through organic growth and external expansion [12] - The company emphasizes the importance of technological innovation and industry chain collaboration to enhance global competitiveness [12] Group 6 - Huayou Cobalt plans to align its strategy with national planning during the "15th Five-Year Plan" period, focusing on creating customer value and leading industry development [16] - The company aims to become a leading technology enterprise in energy materials globally [16] Group 7 - Aier Eye Hospital integrates clinical services, research innovation, and public health education into a comprehensive eye health ecosystem [18] - The company is committed to advancing AI diagnostics and expanding its eye health service network [18] Group 8 - Tianci Materials focuses on sustainable development principles, enhancing innovation capabilities in lithium-ion battery materials and specialty chemicals [20] - The company aims to embrace a new growth cycle in the lithium and energy storage industry over the next five years [20] Group 9 - JinkoSolar emphasizes technological innovation as the core driver of its development, aiming to enhance the efficiency of photovoltaic applications [22] - The company is focused on integrating advanced technologies with traditional manufacturing to foster new productive forces [22] Group 10 - Jishi Media aims to integrate cultural and technological advancements, focusing on digital transformation and innovation in the media sector [24] - The company plans to enhance its competitiveness by focusing on AI, data elements, and low-altitude economy [24] Group 11 - China National Machinery Industry Corporation aims to transform into a technology-driven engineering company while embedding its development into the national modernization blueprint [26] - The company plans to enhance its efficiency and investment value through capital market engagement and focus on green engineering and digital infrastructure [26]