Core Viewpoint - The AI application sector is experiencing significant growth, with companies like BlueFocus and others seeing substantial stock price increases, indicating strong market interest and investment potential in AI technologies [1] Group 1: Market Performance - On January 5, the Shanghai Composite Index rose over 1%, reclaiming the 4000-point mark [1] - BlueFocus saw its stock price increase by over 15%, reaching a 10-year high [1] - Other companies such as Zhaoyi Information, Nansheng Co., and Liou Co. also experienced stock price surges, with some hitting the daily limit [1] Group 2: Industry Developments - Meta announced the acquisition of AI company Manus to accelerate its AI innovation efforts [1] - Post-merger, Manus will continue to operate independently while integrating deeply with Meta's core global consumer products [1]

Group 1 - The core viewpoint of the article highlights the strong performance of AI application stocks, with notable gains in companies like BlueFocus, which rose over 15% to reach a 10-year high [1] - The article mentions that several companies, including ZTE Information, Nansheng Co., and Liou Co., experienced significant stock price increases, with some hitting the daily limit [1] - Meta's acquisition of AI company Manus is aimed at accelerating innovation in artificial intelligence, with plans for independent operation while integrating with Meta's core consumer products [1]

中信建投证券股份有限公司 关于江苏卓易信息科技股份有限公司 部分募投项目延期及调整内部投资结构的核查意见 根据《上市公司募集资金监管规则》和《上海证券交易所科创板上市公司自律 监管指引第1号——规范运作》的规定，中信建投证券股份有限公司（以下简称"保 荐机构"）作为江苏卓易信息科技股份有限公司（以下简称"卓易信息"、"公 司"）的保荐机构，对公司部分募投项目延期及调整内部投资结构事项进行了核查， 核查情况如下： 一、募集资金基本情况 经中国证券监督管理委员会《关于同意江苏卓易信息科技股份有限公司首次公 开发行股票注册的批复》（证监许可[2019]2223号）核准，公司于2019年12月9日公 开发行面值为1元的人民币普通股股票21,739,200.00股，募集资金总额为人民币 575,871,408.00元，扣除发行费用63,031,148.07元后，实际募集资金净额为人民币 512,840,259.93元，上述资金于2019年12月2日到位，已经天衡会计师事务所（特殊 普通合伙）验证并出具天衡验字（2019）00132号验资报告。 公司已根据相关规定将上述募集资金进行了专户存储管理，并与存放募集资金 的银行 ...

证券代码：688258 证券简称：卓易信息 公告编号：2025-048 江苏卓易信息科技股份有限公司关于 部分募投项目延期及调整内部投资结构的公告 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、准确性和完整性依法承担法律责任。 江苏卓易信息科技股份有限公司（以下简称"公司"或"卓易信息"）于 2025 年 12 月 29 日召开第五届董事会第四次会议审议通过了《关于部分募投项 目延期及调整内部投资结构的议案》，在募集资金投资项目（以下简称"募投项 目"）实施主体、投资用途、投资规模不发生变更的情况下，公司根据募投项目 "卓瓴数字孪生云平台建设项目"的实施进度，决定对上述募集资金投资项目进 行延期；同时在不改变募集资金投向及投资总额的前提下，调整募投项目"卓瓴 数字孪生云平台建设项目"的内部投资结构。保荐机构中信建投证券股份有限公 司对本事项出具了明确的核查意见。该事项无需提交公司股东会审议，现将相关 情况公告如下： 一、 募集资金基本情况 经中国证券监督管理委员会《关于同意江苏卓易信息科技股份有限公司首次 公开发行股票注册的批复》（证监许可[2019]2 ...

Market Performance - The IT services sector increased by 0.55% on December 26, with Youke De leading the gains [1] - The Shanghai Composite Index closed at 3963.68, up 0.1%, while the Shenzhen Component Index closed at 13603.89, up 0.54% [1] Top Gainers in IT Services - Youke De (688158) closed at 29.71, up 19.99%, with a trading volume of 998,700 shares and a transaction value of 2.854 billion [1] - Capital Online (300846) closed at 21.70, up 13.08%, with a trading volume of 644,300 shares and a transaction value of 1.321 billion [1] - Jiahua Technology (688051) closed at 43.31, up 7.98%, with a trading volume of 40,600 shares and a transaction value of 176 million [1] Top Losers in IT Services - Rongke Technology (300290) closed at 28.78, down 9.47%, with a trading volume of 746,300 shares and a transaction value of 222.7 million [2] - Zhongyi Technology (301208) closed at 39.64, down 3.67%, with a trading volume of 103,500 shares and a transaction value of 41.1 million [2] - Jiachuan Video (300264) closed at 6.52, down 3.12%, with a trading volume of 226,700 shares and a transaction value of 150 million [2] Capital Flow Analysis - The IT services sector experienced a net outflow of 292 million from institutional investors, while retail investors saw a net inflow of 306 million [2][3] - Major stocks like Youke De had a net inflow of 458 million from institutional investors, but a net outflow of 325 million from speculative funds [3] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing while retail investors are actively buying [2][3]

Core Viewpoint - Zhuoyi Information's stock price has shown significant growth this year, with a 100.41% increase, reflecting strong business performance and market interest [1][2]. Financial Performance - For the period from January to September 2025, Zhuoyi Information achieved a revenue of 263 million yuan, representing a year-on-year growth of 8.03% [2]. - The net profit attributable to shareholders for the same period was 44.6 million yuan, which is a substantial increase of 122.02% year-on-year [2]. Stock Market Activity - As of December 25, Zhuoyi Information's stock price was 68.95 yuan per share, with a market capitalization of 8.353 billion yuan [1]. - The stock experienced a trading volume of 157 million yuan, with a turnover rate of 1.91% [1]. - The stock has seen a net outflow of 8.45 million yuan in principal funds, with significant buying and selling activity from large orders [1]. Shareholder Information - As of September 30, 2025, the number of shareholders increased by 8.61% to 8,970, while the average circulating shares per person decreased by 7.93% to 13,505 shares [2]. - Notable institutional shareholders include Fu Guo New Emerging Industries Stock A and De Bang Stable Growth Flexible Allocation Mixed A, with changes in their holdings [3]. Business Segmentation - Zhuoyi Information's main business segments include core firmware for cloud computing devices (35.09%), cloud services (33.64%), and PB business (27.98%), with IoT cloud services making up 22.80% of the cloud services segment [1].

Investment Rating - The report maintains a "Recommended" investment rating for the computer industry [2][6]. Core Insights - The release of Doubao Model 1.8 and the Seedance 1.5 pro video generation model at the Force conference highlights significant advancements in AI capabilities, particularly in multi-modal agent scenarios [5]. - Doubao Model 1.8 achieved a score of 67.6 in the BrowseComp evaluation, surpassing leading models like GPT-5 High (54.9) and Gemini-3-pro (37.8), indicating its top-tier performance in complex task planning and execution [5]. - The upgraded Seedance 1.5 pro model features breakthroughs in audio-visual synchronization and multilingual dialogue alignment, enhancing its practical and commercial potential [5]. - The AI industry is transitioning from technical validation to large-scale implementation, with Doubao Model's daily token usage exceeding 50 trillion, ranking third globally [5]. - Future investment focus areas include general agent development platform vendors, vertical industry agent solution providers, and small to medium enterprises benefiting from cost-reduction policies [5]. Summary by Sections Recent Developments - The Force conference held on December 18-19, 2025, showcased the launch of Doubao Model 1.8 and the Seedance 1.5 pro model [3][5]. Market Trends - The AI ecosystem in China is led by major companies, with a focus on agents, multi-modal capabilities, and low-code solutions, which are expected to drive continued investment in computing infrastructure [6]. Investment Recommendations - Key companies to watch include: - AI Computing: Cambrian-U (688256.SH), Haiguang Information (688041.SH), Inspur Information (000977.SZ) - Agent Solutions: Kingsoft Office (688111.SH), Dingjie Zhizhi (300378.SZ), Saiyi Information (300687.SZ) - Multi-modal Solutions: Wanjing Technology (300624.SZ), iFlytek (002230.SZ), Tuolisi (300229.SZ) - AI Programming: Zhuoyi Information (688258.SH), Jinxiandai (300830.SZ) [6].

Group 1 - The core viewpoint of the news is that Zhuoyi Information's stock has seen a 5.01% increase, reaching 67.71 yuan per share, with a total market capitalization of 8.203 billion yuan [1] - Zhuoyi Information, established on May 12, 2008, and listed on December 9, 2019, focuses on cloud computing technology, with its main business revenue derived from core firmware for cloud computing devices (35.09%), cloud services (33.64%), and PB business (27.98%) [1] - The company's revenue breakdown includes IoT cloud services (22.80%), government and enterprise cloud services (10.84%), and other services (3.30%) [1] Group 2 - From the perspective of fund holdings, Hongyi Yuanfang Fund has a significant position in Zhuoyi Information, with its Hongyi Yuanfang Consumption Upgrade Mixed A Fund (006644) increasing its holdings by 7,000 shares to a total of 47,000 shares, representing 5.05% of the fund's net value [2] - The fund has reported a floating profit of approximately 151,800 yuan from its investment in Zhuoyi Information [2] - The Hongyi Yuanfang Consumption Upgrade Mixed A Fund has a total scale of 13.0796 million yuan and has experienced a year-to-date loss of 10.69%, ranking 8062 out of 8100 in its category [2]

证券日报网讯 12月17日晚间，卓易信息发布公告称，公司于2025年12月16日召开第五届董事会第三次 会议审议通过了《关于使用部分暂时闲置的募集资金进行现金管理的议案》。公司计划使用不超过人民 币1.4亿元（包含本数）的暂时闲置募集资金进行现金管理，投资期限为自公司董事会审议通过之日起 12个月，在上述额度和期限范围内，资金可以滚动使用。同时授权公司经营管理层行使该项投资决策权 并签署相关合同文件，授权期限自公司董事会审议通过之日起12个月内有效。该事项无需提交股东会审 议。 （文章来源：证券日报） ...

格隆汇12月17日丨卓易信息(688258.SH)公布，公司计划使用不超过人民币1.4亿元（包含本数）的暂时 闲置募集资金进行现金管理,投资期限为自公司董事会审议通过之日起12个月，在上述额度和期限范围 内，资金可以滚动使用。同时授权公司经营管理层行使该项投资决策权并签署相关合同文件，授权期限 自公司董事会审议通过之日起12个月内有效。实际购买投资产品金额将根据公司募集资金实际情况而 定。 ...