Group 1 - The core viewpoint of the news is that Vision China has experienced fluctuations in its stock price and trading volume, with a notable increase in stock price since the beginning of the year, despite recent declines [1][2] - As of January 21, Vision China's stock price increased by 2.09% to 27.36 CNY per share, with a total market capitalization of 19.168 billion CNY [1] - The company has seen a year-to-date stock price increase of 14.91%, with a 14.29% decline over the last five trading days, and a 25.56% increase over the last 20 days [1] Group 2 - Vision China operates in the media sector, specifically in digital media and image media, with its main business activities including the production of TV dramas, theme park entertainment, and the sale of visual content [2][3] - As of September 30, the company reported a revenue of 610 million CNY for the first nine months of 2025, reflecting a year-on-year growth of 0.30%, while the net profit attributable to shareholders decreased by 9.03% to 74.314 million CNY [2] - The company has distributed a total of 205 million CNY in dividends since its A-share listing, with 47.586 million CNY distributed over the past three years [3]

Group 1 - The media sector outperformed the index in 2025, with a 24.75% increase, ranking 8th among 31 sub-industries, driven primarily by a 60.67% rise in the gaming sector [1][14][21] - The overall revenue growth for the media industry in the first three quarters of 2025 was 5.92%, while net profit increased by 37.12%, indicating strong earnings per share (EPS) performance [1][21][24] - The current valuation of the media industry is at the 47th percentile of the past three years, with attractive valuations in the gaming and film sectors [1][24][25] Group 2 - The mobile gaming market in 2025 achieved sales revenue of 257.08 billion yuan, a year-on-year increase of 7.92%, indicating a recovery in market sentiment [2][26] - New game releases such as "Supernatural Action Group" and "Staff Sword Legend" exceeded expectations, while established titles like "Honor of Kings" and "Peace Elite" continued to perform well [2][26] - The approval process for new game licenses remained stable in 2025, benefiting the supply side of the gaming industry [2][34] Group 3 - The short drama market in China reached a scale of 67.79 billion yuan in 2025, growing by 34.4% year-on-year, with a significant portion attributed to IAA [3][22] - The overseas short drama market is expected to grow by 145.7% in 2025, reaching a scale of 21.07 billion yuan, indicating strong international demand [3][22] - AI-driven animated dramas are emerging rapidly, with the market size expected to exceed 20 billion yuan, benefiting from lower production costs and enhanced efficiency [3][29] Group 4 - AI model capabilities continued to iterate in 2025, with significant advancements in models like Gemini 3 and ChatGPT 5.2, leading to accelerated commercialization [4][38] - The annual recurring revenue (ARR) for OpenAI reached 12 billion USD in 2025, with various AI applications generating over 100 million USD in annual revenue [4][38] - Investment opportunities in AI applications are expected to grow, particularly in AI video, advertising, animated dramas, and gaming [4][38] Group 5 - Recommended companies for investment include Giant Network, Perfect World, Century Huatong, and others, indicating a focus on firms with strong product pipelines and market positions [5][10]

| | 吃原信 1.20 | | | --- | --- | --- | | 证券简称 | 日涨跌幅 | 机构净买入(万元) | | 视觉中国 | -5.77% | 11225.16 | | 沧州大化 | 10.00% | 10437.35 | | 湖南日银 | 10.03% | 8082.69 | | 航发科技 | 10.00% | 7651.52 | | 新乡化纤 | 10.03% | 6418.70 | | 合肥城建 | 10.03% | 5753.47 | | 通宇通讯 | -10.01% | 5555.51 | | 石基信息 | -8.25% | 5446.30 | | 拉蒙铝V | 4.18% | 5073.92 | | 积成电子 | -2.81% | 4672.17 | | 西陇科学 | 10.02% | 4090.60 | | 易点天下 | -20.00% | 3930.27 | | 铁流股份 | 10.01% | 2723.13 | | 云汉芯城 | 7.55% | 2686.12 | | 城投控股 | 10.11% | 2461.28 | | 招金黄金 | 10.02% | 2234.07 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 格隆汇1月20日｜视觉中国公告，公司股票于2026年1月16日、1月19日、1月20日连续3个交易日收盘价 格跌幅偏离值累计达到20%以上。经核实，公司前期披露的信息无需要更正补充之处，近期公共传媒未 报道可能影响公司股价的重大信息，公司经营情况及内外部经营环境未发生重大变化，公司、控股股东 及其一致行动人、实际控制人无应披露而未披露的重大事项或处于筹划阶段的重大事项，且在股票异常 波动期间未买卖公司股票。公司不存在违反信息公平披露的情形，信息披露以在指定媒体刊登的公告为 准。 ...

证券代码：000681 证券简称：视觉中国 公告编号：2026-006 视觉（中国）文化发展股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载，误导性陈述或重大遗漏。 一、股票交易异常波动的情况介绍 视觉（中国）文化发展股份有限公司（以下简称"公司"或"本公司"）股票（证 券代码：000681，证券简称：视觉中国）于 2026 年 1 月 16 日、1 月 19 日、1 月 20 日连续 3 个交易日收盘价格跌幅偏离值累计达到 20%以上，根据《深圳证 券交易所交易规则》的相关规定，属于股票交易异常波动的情形。 2. 经核实，公司未发现近期公共传媒报道了可能或已经对公司股票交易价 格产生较大影响的未公开重大信息。 3. 经核实，近期公司经营情况及内外部经营环境未发生或预计将要发生重 大变化。 4. 经核实，公司、公司控股股东及其一致行动人、实际控制人不存在关于 本公司的应披露而未披露的重大事项或处于筹划阶段的重大事项。 二、公司关注并核实的相关情况 公司对需核实的情况进行了自查，并就相关问题向对公司控股股东及其一致 行动人、公司实际控制人进行了核实： ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603000 | 人民网 | 23.51 | -5.88% | 187.83万 | 45.21亿 | | 000681 | 视觉中国 | 26.80 | -5.77% | 165.43万 | 45.61亿 | | 603533 | 掌阅科技 | 24.82 | -2.82% | 27.37万 | 6.87亿 | | 300785 | 值得买 | 61.93 | -2.79% | 24.86万 | 15.70亿 | | 300987 | 川网传媒 | 20.95 | -2.42% | 13.80万 | 2.90亿 | | 66ZI0E | 卓创资讯 | 59.30 | -1.98% | 2.19万 | 1.31亿 | | 301313 | 凡拓教创 | 29.17 | -1.75% | 3.01万 | 8862.66万 | | 600228 | *ST返利 | 5.07 | -1.55% | 10.39万 | 5297.53万 | | 300413 ...

1月20日，视觉中国跌5.17%，截至发稿，报26.97元/股，成交32.61亿元，换手率17.27%，总市值188.95 亿元。 资料显示，视觉(中国)文化发展股份有限公司位于北京市朝阳区酒仙桥北路甲10号院204号楼2层/3层， 成立日期1994年5月28日，上市日期1997年1月21日，公司主营业务涉及电视剧的摄制出品业务,主题公 园室内智能娱乐和特种影视项目动漫设计,创意类和编辑类视觉素材(图片、视频等)的销售及增值服务业 务。主营业务收入构成为：视觉内容与服务99.92%，其他0.08%。 从视觉中国十大流通股东角度 数据显示，南方基金旗下1只基金位居视觉中国十大流通股东。南方中证1000ETF（512100）三季度减 持3.89万股，持有股数448.2万股，占流通股的比例为0.66%。根据测算，今日浮亏损失约658.85万元。 南方中证1000ETF（512100）成立日期2016年9月29日，最新规模766.3亿。今年以来收益8.83%，同类 排名1490/5542；近一年收益43.44%，同类排名1752/4235；成立以来收益24.47%。 南方中证1000ETF（512100）基金经理为崔 ...

企查查APP显示，近日，北京创鑫智权文化创意合伙企业（有限合伙）成立，执行事务合伙人为常州视 觉家信息技术咨询有限公司，经营范围包含：组织文化艺术交流活动；计算机系统服务；信息系统集成 服务；数字文化创意软件开发等。企查查股权穿透显示，该合伙企业由金鑫、视觉中国全资子公司常州 视觉家信息技术咨询有限公司共同持股。 ...

更关键的是监管信号！近期多家AI概念公司收到问询函，监管严查"伪题材"炒作，叠加板块连续3天资 金净流出超40亿元，恐慌情绪直接蔓延。这也印证了之前的判断：市场正在从"炒故事"转向"看业绩"， 没基本面支撑的高位股千万别碰！ 操作上明确避雷：一是远离没业绩、只蹭热点的AI营销股，尤其是前期涨幅翻倍的标的；二是如果持 仓被套，别盲目补仓，等板块企稳（成交量萎缩+不再出现批量跌停）再考虑；三是资金已经转向硬科 技，可重点关注半导体、存储芯片等有政策+业绩双重支撑的方向。 你手里有没有踩雷AI营销股？这波回调你觉得是短期降温还是行情结束？评论区聊聊～ 家人们，盘中突发跳水！AI营销概念集体熄火，引力传媒、三维通信、视觉中国直接封死跌停，浙文 互联、新华都等跟跌超9%，前期热门股全被按在地板上摩擦，这波降温来得又快又猛！ 其实早有预兆：一是前期炒作太疯，易点天下9天暴涨120%，板块不少标的累计涨幅超50%，泡沫越吹 越大；二是伪概念露馅，引力传媒等多家公司澄清GEO业务还在筹划，根本没形成收入，纯题材炒作 难以为继；三是资金集体搬家，今天大盘弱势震荡下，资金疯狂出逃高位题材，转头扎进半导体、有色 等有业绩支撑的赛道 ...

| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 300058 | 蓝色光标 | 3.81 | 16.81 | -55094.11 | | 002400 | 省广集团 | -7.99 | 23.94 | -40850.27 | | 600986 | 浙文互联 | -9.76 | 22.32 | -37937.77 | | 000681 | 视觉中国 | -10.00 | 14.81 | -28094.36 | | 300766 | 每日互动 | -1.59 | 11.30 | -15235.47 | | 301165 | 锐捷网络 | -12.14 | 2.76 | -14556.50 | | 300063 | 天龙集团 | 0.39 | 19.70 | -12099.87 | | 002115 | 三维通信 | -10.01 | 1.84 | -11882.63 | | 300364 | 中文在线 | -2.64 | 12.08 | -8386.66 | | 600556 | 天下秀 | -1.9 ...