格隆汇2月12日丨德才股份(605287.SH)公布，公司关注到近期资本市场对漫剧制作相关概念关注度较 高，相关板块二级市场表现较为活跃，部分媒体报道公司控股孙公司福建奇想无限网络有限公司（以下 简称"奇想无限"）涉及上述相关概念。奇想无限成立于2025年12月5日，设立时间较短，目前正处于业 务发展初期，实缴资本仅300万元，资产规模较小，人员较少，目前尚无相关业务订单及收入，未对公 司经营业绩造成影响，请投资者注意理性判断。 ...

Group 1: Strong Stocks - As of February 12, the Shanghai Composite Index rose by 0.05% to close at 4134.02 points, the Shenzhen Component Index increased by 0.86% to 14283.0 points, and the ChiNext Index climbed by 1.32% to 3328.06 points [1] - A total of 70 stocks in the A-share market hit the daily limit up, with the top three strong stocks being Yabo Co., Ltd. (002323), Decai Co., Ltd. (605287), and TeFa Information (000070) [1] - The top 10 strong stocks based on consecutive limit-up days and turnover rates include: - Yabo Co., Ltd. (4 consecutive limit-ups, turnover rate 15.9%) - Decai Co., Ltd. (4 consecutive limit-ups, turnover rate 20.7%) - TeFa Information (3 consecutive limit-ups, turnover rate 19.5%) [1] Group 2: Concept Sectors - The top three concept sectors with the highest gains are: China AI 50 (up 2.92%), Liquid Cooling Servers (up 2.86%), and Co-Packaged Optics (CPO) (up 2.7%) [2] - The top 10 concept sectors based on their percentage changes include: - F5G Concept (up 2.5%) - Optical Fiber Concept (up 2.44%) - Copper Cable High-Speed Connection (up 2.2%) - Nvidia Concept (up 2.14%) - Flexible DC Transmission (up 2.13%) - Automotive Chips (up 2.12%) - Pumped Storage (up 2.08%) [2]

Market Overview - The stock market experienced mixed performance with the ChiNext Index and the Sci-Tech Innovation 50 Index both declining over 1% [1] - The trading volume in the Shanghai and Shenzhen markets fell below 2 trillion yuan, decreasing by 121.3 billion yuan compared to the previous trading day [1] - Over 3,200 stocks in the market saw declines, while sectors such as chemicals, small metals, computing power leasing, and fiberglass led the gains [1] Company Highlights - Baichuan Co., Ltd. (002455) achieved 11 consecutive trading days of gains [1] - Dazhi Technology (600589), Decai Co., Ltd. (605287), and other companies have also seen significant stock performance, with some achieving multiple consecutive gains [1] - The recent surge in tungsten prices, with black tungsten concentrate and ammonium paratungstate both rising over 24% in two weeks, has led to a collective explosion in the small metals sector [1] - Companies like Xianglu Tungsten Industry (002842), Zhangyuan Tungsten (002378), and China Tungsten High-Tech (000657) reported trading limits and historical highs [1] Specific Company Announcements - Decai Co., Ltd. (605287) announced the establishment of Fujian Qixiang Infinite Network Co., Ltd., with a registered capital of 10 million yuan, where the company holds a 51% stake [2] - The newly established company is in its early development stage and has not yet impacted Decai's financial performance [2] - Dazhi Technology (600589) clarified that its main business remains unchanged and that its Zhangbei data center project does not involve computing power leasing [3]

智通财经APP讯，德才股份(605287.SH)发布股价异动公告称，公司关注到近期资本市场对漫剧制作相 关概念关注度较高，相关板块二级市场表现较为活跃，部分媒体报道公司控股孙公司福建奇想无限网络 有限公司(简称"奇想无限")涉及上述相关概念。奇想无限设立时间较短，目前正处于业务发展初期，资 产规模较小，人员较少，目前尚无相关业务订单及收入，未对公司经营业绩造成影响，请投资者注意理 性判断。 ...

2月11日，德才股份(605287.SH)公告称，公司关注到近期资本市场对漫剧制作相关概念关注度较高，相 关板块二级市场表现较为活跃，部分媒体报道公司控股孙公司福建奇想无限网络有限公司涉及上述相关 概念。基于公司多元化发展战略规划，2025年12月5日公司通过全资子公司德才科创集团有限公司与福 州奇想宇宙科技有限公司共同设立了福建奇想无限网络有限公司，注册资本1000万元，公司持股比例 51%。截至2026年1月31日，实缴资本300万元。奇想无限设立时间较短，目前正处于业务发展初期，资 产规模较小，人员较少，目前尚无相关业务订单及收入，未对公司经营业绩造成影响。 责任编辑：山上 股票频道更多独家策划、专家专栏，免费查阅>> ...

德才装饰股份有限公司 股票交易异常波动公告 证券代码：605287 证券简称：德才股份 公告编号：2026-008 本公司及董事会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： 德才装饰股份有限公司（以下简称"公司"）股票交易连续三个交易日内 日收盘价格涨幅偏离值累计达到 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。 经公司自查，并向公司控股股东及实际控制人叶德才先生核实，截至本 公告日，公司不存在应披露而未披露的重大事项。 公司关注到近期资本市场对漫剧制作相关概念关注度较高，相关板块二 级市场表现较为活跃，部分媒体报道公司控股孙公司福建奇想无限网络有限公司 （以下简称"奇想无限"）涉及上述相关概念。奇想无限设立时间较短，目前正 处于业务发展初期，资产规模较小，人员较少，目前尚无相关业务订单及收入， 未对公司经营业绩造成影响，请投资者注意理性判断。 根据中证指数有限公司发布的 2026 年 2 月 11 日收盘后中国证监会行业 市净率数据显示，公司所处的建筑装饰、装修和其他建筑业的市净率为 ...

格隆汇2月11日丨德才股份(605287.SH)公布，公司关注到近期资本市场对漫剧制作相关概念关注度较 高，相关板块二级市场表现较为活跃，部分媒体报道公司控股孙公司福建奇想无限网络有限公司（以下 简称"奇想无限"）涉及上述相关概念。奇想无限设立时间较短，目前正处于业务发展初期，资产规模较 小，人员较少，目前尚无相关业务订单及收入，未对公司经营业绩造成影响，请投资者注意理性判断。 ...

每经AI快讯，2月11日，德才股份（605287）(605287.SH)公告称，公司关注到近期资本市场对漫剧制作 相关概念关注度较高，相关板块二级市场表现较为活跃，部分媒体报道公司控股孙公司福建奇想无限网 络有限公司涉及上述相关概念。基于公司多元化发展战略规划，2025年12月5日公司通过全资子公司德 才科创集团有限公司与福州奇想宇宙科技有限公司共同设立了福建奇想无限网络有限公司，注册资本 1000万元，公司持股比例51%。截至2026年1月31日，实缴资本300万元。奇想无限设立时间较短，目前 正处于业务发展初期，资产规模较小，人员较少，目前尚无相关业务订单及收入，未对公司经营业绩造 成影响。 ...

Core Viewpoint - The article discusses recent developments in various sectors, highlighting significant technological advancements in space exploration, financial incentives in the tech industry, and market trends in materials and inflation data. Group 1: Space Exploration - The successful sea landing test of the Long March 10A rocket marks a significant breakthrough in technology, crucial for the recovery of low-orbit satellites and future landing operations [1] - The successful maximum dynamic pressure escape flight test of the Dream Chaser manned spacecraft indicates a major milestone in China's lunar exploration program [2] Group 2: Financial Incentives and Market Trends - Ant Group's promotional campaign offering new users a 16.8 yuan red envelope reflects a competitive landscape in the tech sector, with various platforms engaging users through incentives [4] - The glass fiber sector saw a notable increase in stock prices, driven by supply reductions from major producers due to rising demand [4] Group 3: Economic Indicators - January's CPI growth was 0.2% year-on-year, below expectations, while the core CPI reached its highest level in six months at 0.3% [9][15] - PPI data showed a slight improvement at -1.4%, with certain sectors like non-ferrous metals and AI-related industries experiencing price increases [15] Group 4: Stock Market Performance - On February 11, the A-share market showed mixed results, with the Shanghai Composite Index up by 0.09% and the Shenzhen Component down by 0.35% [17] - The glass fiber concept stocks surged, with several companies hitting the daily limit up, indicating strong market interest [17] Group 5: Industry Dynamics - The electric power sector is undergoing significant reforms, aiming to establish a unified national electricity market by 2030, which will enhance market participation and efficiency [20] - The AI sector is being prioritized for commercial applications, with government initiatives to foster growth and innovation in various industries [23]

Group 1: Market Reaction to Seedance2.0 - Following the launch of Seedance2.0, related concept stocks experienced a mixed performance, with companies like掌阅科技 (Zhangyue Technology) and欢瑞世纪 (Huanrui Century) seeing significant gains, while others in the AI and film sectors faced sharp declines [1] - The cultural media sector saw a notable increase, with a 4.79% rise on February 9, leading to multiple stocks hitting their daily limit up [3] Group 2: Seedance2.0 Technology Overview - Seedance2.0 is described as a revolutionary AI video generation model, capable of producing videos with original audio from just a single image or detailed prompt within 60 seconds, marking a significant upgrade from its predecessor [3] - The model features a unique multi-shot narrative capability that maintains consistency in character, visual style, and atmosphere during scene transitions, making it suitable for various applications including smart long videos and e-commerce [3] Group 3: Controversies and Adjustments - Despite its technological advancements, Seedance2.0 faced criticism regarding privacy and ethical concerns, leading to the suspension of its feature that uses real human materials as reference [4] - The operational team announced adjustments to ensure a sustainable creative environment in response to user feedback [4] Group 4: Industry Implications and Forecasts - Analysts from various securities firms view Seedance2.0 as a catalyst for the acceleration of the AI multi-modal industry chain, predicting a shift from manual to automated content production [5] - The model is expected to significantly reduce production costs in the animation industry, with estimates suggesting a 50% decrease in AI video generation frequency and a 37% reduction in costs per second generated [5] - The launch of Seedance2.0 is seen as a sign that the AI application industry is entering a growth phase, benefiting sectors such as AI animation, film IP, and data elements [5]