证券之星消息，1月22日数字媒体板块较上一交易日上涨0.86%，*ST返利领涨。当日上证指数报收于 4122.58，上涨0.14%。深证成指报收于14327.05，上涨0.5%。数字媒体板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600228 | *ST返利 | 5.36 | 5.10% | 5.97万 | | 3161.65万 | | 301313 | 凡拓数创 | 30.05 | 2.95% | 3.36万 | | 1.01亿 | | 603466 | 风语筑 | 9.55 | 2.80% | 43.18万 | | 4.10亿 | | 300785 | 值得买 | 61.30 | 2.75% | 15.56万 | | 9.42亿 | | 600640 | 国脉文化 | 13.83 | 2.22% | 13.20万 | | 1.82亿 | | 603533 | 掌阅科技 | 24.65 | 1.23% | 21.05万 | | 5.21亿 | | 30 ...

Investment Rating - The report maintains an "Outperform" rating for the media industry [4][38]. Core Insights - The media industry has shown a 3.44% increase, outperforming both the CSI 300 (-0.57%) and the ChiNext Index (1.00%) during the week of January 12-16 [11][12]. - Key companies that performed well include Yidian Tianxia, Liou Shares, People’s Daily, and Visual China, while companies like ST Fanli, Liansheng Technology, Beitou Technology, and Diguang Media faced declines [11][12]. - Bilibili launched a one-stop AI marketing tool, "Bilibili Bid," aimed at enhancing advertising efficiency for brands [15][16]. - Google’s Veo 3.1 received a significant upgrade, improving its video generation capabilities [15][16]. - OpenAI released the GPT-5.2 Codex programming model, enhancing its performance for complex software development tasks [15][16]. - The Qianwen App introduced over 400 new features, covering various services from food delivery to AI tutoring [17]. Summary by Sections Industry Performance - The media sector's performance ranked third among all sectors, with a notable increase of 3.44% [11][12][13]. Key Company Updates - The report highlights the strong performance of companies like Yidian Tianxia and Liou Shares, with significant weekly gains [11][12]. - The report provides earnings forecasts for key companies, indicating a positive outlook for firms like Kayi Network and Jibite [4][38]. Market Trends - The film box office for the week was 259 million yuan, with top films including "Nishan" (58 million yuan), "Zootopia 2" (53 million yuan), and "Avatar 3" (45 million yuan) [17][19]. - In the gaming sector, the top-grossing mobile games in December 2025 were "Whiteout Survival," "Gossip Harbor: Merge & Story," and "Kingshot" [26][27]. AI and Technology Developments - The report emphasizes the acceleration of AI applications in the media industry, particularly in marketing and content creation [3][36]. - Companies are encouraged to explore investment opportunities in AI-driven sectors, including AI marketing and content services [3][36].

Investment Rating - The report maintains an "Outperform" rating for the media industry [4][36]. Core Insights - The media industry has shown a 3.44% increase, outperforming both the CSI 300 (-0.57%) and the ChiNext Index (1.00%) during the week of January 12-16 [11][12]. - Key companies that performed well include Yidian Tianxia, Liou Co., People's Daily, and Vision China, while companies like ST Fanli and Liansheng Technology saw declines [11][12]. - Bilibili launched a one-stop AI marketing tool, "Bilibili Bid," aimed at enhancing advertising efficiency [15][16]. - Google released a significant upgrade to its AI video generation model, Veo 3.1, enhancing its practical applications [15][16]. - OpenAI introduced the GPT-5.2 Codex programming model, which significantly improves performance and reliability for long-term tasks [15][16]. - The Qianwen App launched over 400 new features, marking a significant advancement in AI capabilities [15][17]. Summary by Sections Industry Performance - The media sector's performance ranked third among all sectors, with a notable increase of 3.44% [11][12][13]. Key Company Updates - The report highlights the strong performance of companies like Yidian Tianxia, which saw a 54% increase, and Liou Co., which increased by 39% [12]. - The report also provides earnings forecasts for key companies, indicating a positive outlook for firms like Kayi Network and Jibite [4]. Market Data - The total box office for the week was 259 million yuan, with the top three films being "Nishan" (58 million yuan), "Zootopia 2" (53 million yuan), and "Avatar 3" (45 million yuan) [2][19]. - In the gaming sector, the top three mobile games in December 2025 were "Whiteout Survival," "Gossip Harbor: Merge & Story," and "Kingshot" [26][27]. Investment Recommendations - The report emphasizes the potential of AI applications in the media sector, particularly in marketing and content creation, suggesting investment opportunities in companies like Zhejiang Wenlian and Huimai Technology [36]. - It also notes the expected growth in the gaming sector driven by new product cycles and AI integration, recommending companies such as Giant Network and JiBit [36].

Core Viewpoint - The company, Vision China (000681.SZ), is not directly involved in chip design, manufacturing, or sales, and does not have a dedicated layout in the chip sector. The current focus is on the development of its main business while leveraging computing power and general chip resources to support AI applications [1]. Group 1 - The company has confirmed it does not participate in chip-related businesses [1] - The primary focus of the company remains on its core business development [1] - The company aims to utilize computing power and general chip resources to enhance AI applications [1]

格隆汇1月21日丨视觉中国(000681.SZ)在互动平台表示，公司未在商业航天产业链中开展其他形式的深 度合作或专项布局。 ...

格隆汇1月21日丨视觉中国(000681.SZ)在互动平台表示，公司持续推进 AI 技术在主营业务中的应用， 相关能力已用于内容生产、智能编辑、创意生成、版权合规审核及平台化服务等场景，提升内容供给效 率与服务能力。关于GEO方向，公司关注生成式AI环境下内容分发与呈现方式的变化，积极研究AI搜 索、智能推荐等新形态对内容产业的影响，目前尚未形成独立的GEO业务布局，相关探索主要服务并 赋能现有主营业务。 ...

Core Viewpoint - The company, Vision China (000681.SZ), is not directly involved in chip design, manufacturing, or sales, and does not have a dedicated layout in the chip sector. The current focus is on the development of its main business while leveraging computing power and general chip resources to support AI applications [1]. Group 1 - The company has confirmed it does not participate in chip-related businesses [1] - The primary focus of the company remains on its core business development [1] - The company aims to utilize computing power and general chip resources to enhance AI applications [1]

| 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002095 | 生意宝 | 1260.19万 | 5.79% | 1749.58万 | 8.04% | -3009.76万 | -13.83% | | 301299 | 草创资讯 | 1031.50万 | 3.26% | 1297.50万 | 4.09% | -2329.00万 | -7.35% | | 600640 | 国脉文化 | 594.83万 | 4.03% | 416.19万 | 2.82% | -1011.02万 | -6.85% | | 300987 | 川网传媒 | 226.73万 | 0.99% | 598.97万 | 2.62% | -825.70万 | -3.62% | | 600228 | *ST返利 | -325.01万 | -7.67% | 109.28万 | 2.58% | 215.73万 | 5.09% | | 300295 | 三 ...

转自：前瞻产业研究院 以下数据及分析来自于前瞻产业研究院计算机仿真研究小组发布的《中国计算机仿真行业发展前景与投 资预测分析报告》 行业主要上市公司：华力创通(300045.SZ)、霍莱沃(688682.SH)、华如科技(301302.SZ)、坤恒顺维 (688283.SH)、视觉中国(000681.SZ)、康拓红外(300455.SZ)、捷安高科(300845.SZ)、永信至诚 (688244.SH)、经纬恒润(688326.SH)等。 本文核心数据：行业整体融资;行业投融资轮次 1、计算机仿真行业投融资活跃度呈波动态势 根据IT桔子，2016-2025年期间，我国计算机仿真行业共发生了108起融资事件，投融资活跃度呈波动上 升态势。2024年，计算机仿真行业披露融资金额的事件共有12起，共计8.73亿元。2025年截至12月1 日，计算机仿真行业投融资事件共有30起，共计约8.89亿元。 注：上述统计时间截止2025年12月1日，下同。 2、计算机仿真行业投融资单笔融资波动较小 从平均单笔融资金额来看，2016-2025年，计算机仿真行业平均单笔融资金额呈现波动态势。2025年1 月-11月平均单笔融资金 ...

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]