引力传媒公告，公司董事兼总裁潘欣欣女士计划在未来三个月内减持不超过10.42万股，占公司股份总 数的0.0386%；公司财务总监王晓颖女士计划减持不超过73100股，占公司股份总数的0.0271%。两位高 管的减持将通过集中竞价或大宗交易方式进行，具体时间和数量将根据市场情况调整。此次减持计划是 由于个人资金需求，并严格遵守此前对持股比例、持股数量等作出的承诺。 ...

格隆汇2月3日丨引力传媒(603598.SH)公布，公司董事兼总裁潘欣欣女士计划自本公告发布之日起15个 交易日后的三个月内，以集中竞价或大宗交易等法律法规允许的方式减持不超过104,200股，占公司股 份总数的0.0386%；财务总监王晓颖女士计划自本公告发布之日起15个交易日后的三个月内，以集中竞 价或大宗交易等法律法规允许的方式减持不超过73,100股，占公司股份总数的0.0271%。减持时间、数 量及比例将按照相关法律法规的规定执行。 （原标题：引力传媒(603598.SH)：董事兼总裁潘欣欣拟减持不超10.42万股股份） ...

Core Viewpoint - AI application concept stocks opened high, indicating strong market interest and potential growth in this sector [1] Group 1: Company Performance - Hengdian Film and Television achieved a four-day consecutive rise in stock price [1] - Liujin Technology and Fushi Holdings both saw stock increases of over 5% [1] - BlueFocus Communication Group, Guangyun Technology, and Yili Media also opened high, reflecting positive market sentiment [1]

Group 1 - The AI social platform Moltbook has gained significant popularity overseas, featuring 1.5 million AI agents engaging in discussions across thousands of forums, mimicking human social patterns [1][3] - Tencent's AI platform Yuanbao launched a cash red envelope activity on February 1, leading to a surge in downloads, topping the iPhone app rankings on the same day [2][3] - The advancements in large model reasoning and multi-modal capabilities indicate a strong foundation for human-like interactions in AI social platforms, suggesting a pathway from niche applications to broader social engagement [1][3] Group 2 - Google announced the public testing of its world model Genie3, allowing users to create real-time interactive virtual worlds through natural language dialogue, enhancing game development accessibility [4] - The launch of Taptap Maker by Xindong Company enables game creators to develop games directly within a chat interface, significantly lowering the barriers to game development [4] - The gaming sector is expected to benefit from AI advancements, with recommendations to focus on companies with strong platform attributes, including Xindong Company and others [4]

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Insights - The report highlights the rapid development of AI applications in social media, gaming, and marketing, with significant growth potential in user engagement and monetization opportunities [3][4] - The emergence of AI social platforms like Moltbook and Tencent's Yuanbao indicates a shift towards more interactive AI-driven social experiences, which could lead to increased user traffic and revenue generation through various channels [3] - The gaming sector is expected to benefit from advancements in AI tools, such as Genie3 and Taptap Maker, which lower the barriers for game development and enhance content diversity [4] Industry Data Overview - The report notes that "Fashion Department City" ranked first in the iOS free game chart in mainland China, while "Honor of Kings" topped the iOS revenue chart [10] - The film "Zootopia 2" achieved the highest box office revenue for the week, with a total of 4.453 billion yuan [20] - The gaming sector saw a high volume of game approvals in January, with "Supernatural Action Group" achieving over 10 million daily active users [23] Industry News Summary - Major AI models are entering a phase of intensive updates, with significant advancements in AI social, gaming, and film sectors [23] - Alibaba's Qwen3-Max-Thinking model has been released, boasting over a trillion parameters and achieving performance comparable to leading international models [24] - OpenAI launched Prism, a workspace designed for researchers, integrating various tools for collaborative scientific writing [25] - Kimi's K2.5 model supports visual understanding and code capabilities, enhancing user interaction with AI [26]

Group 1: Agricultural Industry - DaFa V is expected to release a significant document related to hybrid corn seed production, highlighting the leading companies in the sector such as YinHai Seed Industry, ZhongShui HaiYe, WanXiang DeNong, and DunHuang Seed Industry [2] - Agricultural Development Group, a key player in seed production, has a comprehensive strength ranking among domestic seed producers, focusing on corn, wheat, and rice seeds, with extensive land holdings [2] - The company has seen a rapid stock price increase, with a notable performance of 3 trading days with 2 price limits [2] Group 2: Robotics and AI - Beijing Humanoid Robot Innovation Center has launched a pilot verification platform, indicating advancements in humanoid robotics [3] - Tianqi Co. has partnered with various companies to provide diverse robotic products and solutions, with a notable collaboration for the 2026 Spring Festival [3] - The company has seen significant stock performance, with 5 trading days and 3 price limits [3] Group 3: Semiconductor and Electronics - Companies like TaiJi Industrial and ShiYiDa are leading in DRAM packaging and semiconductor testing equipment, with significant revenue growth expected [3][4] - The semiconductor industry is experiencing a surge in demand, with companies like JingPuTe and BaiYun Electric focusing on innovative solutions for data centers and electric drive systems [4] - Google Cloud has announced price increases, reflecting the growing demand for cloud services [4] Group 4: Space and Satellite Communication - LongJiang Communication is focusing on low-orbit satellite communication, contributing to the establishment of standards in the industry [5] - TianTong Co. is showcasing its capabilities in commercial satellite technology and electronic manufacturing services, enhancing the supply chain for the aerospace industry [5] Group 5: Chemical and Material Industry - BaiChuan Co. is actively involved in the production of chemical products and is expanding into the lithium battery materials sector [5] - The company is also experiencing stock performance with 3 trading days and 3 price limits [5] - The PCB materials market is seeing price increases, with Japanese manufacturers raising prices by over 30% [5] Group 6: Consumer Goods and Retail - The State Council has issued a plan to accelerate the growth of service consumption, impacting companies in the retail and entertainment sectors [3] - Companies like HengDian Film and HuangTai Liquor are experiencing stock price increases, indicating positive market sentiment [3]

Market Overview - The three major indices showed mixed performance, with the Shanghai Composite Index regaining the 4100-point level and the ChiNext Index experiencing a "V-shaped" recovery after initially dropping over 1% [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.93 trillion yuan, a decrease of 83.6 billion yuan compared to the previous trading day [1] Sector Performance - The computing hardware sector surged against the trend, with Tianfu Communication (300394) rising over 10% and Changfei Fiber (601869) hitting the daily limit, both reaching historical highs [1] - AI application stocks saw significant gains, with Diansheng Co. (300805) hitting the daily limit and Yilun Media (603598) also reaching the daily limit [1] - The film and television sector was active, with Hengdian Film (603103) achieving two consecutive limit-up days [1] - The agriculture sector showed repeated activity, with Nongfa Seed Industry (600313) achieving two limit-up days in three days [1] Declining Sectors - The non-ferrous metals sector experienced a collective decline, with precious metals leading the drop, including stocks like Xiaocheng Technology (300139) and Chifeng Gold (600988) hitting the daily limit down [1] - The lithium mining sector faced significant declines, with Jinyuan Co. (000546) hitting the daily limit down [1] Index Closing - At the close, the Shanghai Composite Index fell by 1.19%, the Shenzhen Component Index decreased by 0.96%, while the ChiNext Index rose by 0.8% [1]

Core Viewpoint - Gravity Media (603598.SH) is expected to achieve a net profit attributable to shareholders of the parent company ranging from 14 million to 20 million yuan in 2025, marking a turnaround from losses in the previous year [1] Financial Performance - The company anticipates a net profit attributable to shareholders after deducting non-recurring gains and losses between 13.5 million and 19.5 million yuan for the year 2025 [1] - The revenue growth remains strong despite a challenging consumer environment, driven by robust demand from clients in the internet social, daily chemical beauty, and 3C industries [1] Business Strategy - The company is actively optimizing its client structure by reducing low-margin performance marketing services and focusing on integrated marketing services for major clients [1] - The launch of the self-developed AIGC creative platform "Jiuhe Creative" and the deep application of AI tools in content production, strategy planning, and operational management are key initiatives to enhance efficiency and reduce costs [1] Operational Efficiency - The company has improved its sales expense ratio and management expense ratio, leading to enhanced overall operational efficiency while maintaining steady revenue growth [1]

一、本期业绩预告情况 （一）业绩预告期间 2025年1月1日至2025年12月31日。 证券代码：603598 证券简称：引力传媒 公告编号：2026-013 引力传媒股份有限公司 2025 年年度业绩预盈公告 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。 重要内容提示： （二）业绩预告情况 二、上年同期经营业绩和财务状况 2、预计2025年年度实现归属于母公司所有者的扣除非经常性损益后的净利 润1,350万元到1,950万元。 （三）本次业绩预告未经注册会计师审计。 （一）利润总额：-1,287.39万元。归属于母公司所有者的净利润：-1,810.51 万元。归属于母公司所有者的扣除非经常性损益的净利润：-1,728.09万元。 （二）每股收益：-0.07元。 三、本期业绩预盈的主要原因 报告期内，受益于互联网社交行业客户、日化美妆行业客户及3C等行业客户 的旺盛业务需求，公司营业收入在具有挑战性的消费大环境下依然获得了较高增 长。同时，公司积极推进客户结构优化策略，主动收缩毛利率较低的效果类营销 业绩预告的具体适用情形： ...

Group 1 - The company, 引力传媒, expects to achieve a net profit attributable to shareholders of the parent company between 14 million to 20 million yuan for the year 2025, marking a turnaround from a loss in the previous year [1] - The primary reason for the performance change is the strong business demand from clients in the internet social industry, daily chemical beauty industry, and 3C sectors, resulting in significant revenue growth despite a challenging consumer environment [1] - The company is actively optimizing its client structure by reducing low-margin performance marketing services and focusing on integrated marketing services for major clients, which enhances its business model and profitability resilience [1] Group 2 - The company has launched its self-developed AIGC creative platform "九合创意" and is advancing the deep application of AI tools in content production, strategy planning, and operational management, driving cost reduction and efficiency improvement [1] - As a result of these initiatives, the company has seen steady revenue growth while further optimizing its sales and management expense ratios, leading to improved overall operational efficiency [1]