证券之星消息，1月20日出版板块较上一交易日上涨1.3%，粤 传 媒领涨。当日上证指数报收于4113.65， 下跌0.01%。深证成指报收于14155.63，下跌0.97%。出版板块个股涨跌见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002181 | 粤传媒 | 3.20 Z | 28.93% | -1.52 Z | -13.72% | -1.68 Z | -15.21% | | 300148 | 天舟文化 | 5093.43万 | 9.16% | 1541.57万 | 2.77% | -6635.00万 | -11.93% | | 601900 | 南方传媒 | 3339.39万 | 5.23% | -1867.30万 | -2.93% | -1472.09万 | -2.31% | | 601949 | 中国出版 | 2066.84万 | 10.09% | 106.99万 | 0.52% | -21 ...

Core Viewpoint - The Guangdong Free Trade Zone concept has shown a positive performance with a 1.44% increase, ranking 9th among concept sectors, indicating a growing interest and investment in this area [1]. Group 1: Market Performance - The Guangdong Free Trade Zone concept saw 18 stocks rise, with notable performers including Hongmian Co., Yue Media, and Yaowang Technology reaching their daily limit up [1]. - The top gainers in the sector included Shiyong Zhaoye, Huanlejia, and Huafa Co., with increases of 3.20%, 3.10%, and 2.96% respectively [1]. - Conversely, stocks such as Yuegui Co., Zhongjing Electronics, and Yichang Technology experienced declines of 4.12%, 2.52%, and 1.77% respectively [1]. Group 2: Capital Flow - The Guangdong Free Trade Zone concept attracted a net inflow of 733 million yuan from main funds, with 13 stocks receiving net inflows, and 8 stocks exceeding 10 million yuan in net inflow [2]. - Yue Media led the net inflow with 337 million yuan, followed by Yaowang Technology and Hongmian Co. with net inflows of 217 million yuan and 167 million yuan respectively [2]. - The net inflow ratios for Yaowang Technology, Hongmian Co., and Yue Media were 39.87%, 32.90%, and 30.42% respectively, indicating strong investor interest in these stocks [3].

Market Performance - The A-share market showed mixed performance with the Shanghai Composite Index closing at 4113.65 points, down 0.01%, after testing the 4100-point support level multiple times [1] - The Shenzhen Component Index fell by 0.97% to 14155.63 points, while the ChiNext Index experienced a decline of 1.79%, closing at 3277.98 points [1] Sector Performance - Most industry sectors saw declines, with notable gains in precious metals, chemical raw materials, cement and building materials, and chemical fiber industries [3] - The communication equipment, photovoltaic equipment, aerospace, power equipment, batteries, computer equipment, and electronic components sectors faced significant declines [3] Individual Stocks - The real estate sector was active, with stocks like Daxin City and Urban Investment Holdings hitting the daily limit [3] - In the AI application sector, stocks such as Jiayun Technology, Yue Media, and Zhejiang Wenlian also reached the daily limit [3] - A total of 2233 stocks rose while 3102 stocks fell, with over 60 stocks hitting the daily limit [3] - The precious metals sector saw significant gains, with Hunan Baiyin and Zhaojin Gold reaching the daily limit [3] Declining Stocks - The computing hardware and commercial aerospace sectors experienced the largest declines, with commercial aerospace concept stocks collectively dropping, including Shenjian Co. facing four consecutive daily limits and Aerospace Power facing two consecutive daily limits [3]

Core Insights - The main focus of the news is on the significant inflow of capital into various stocks, highlighting the top 20 stocks with the highest capital inflow as of January 20, with specific amounts listed for each company [1][2][3] Group 1: Stock Performance - China Power Construction saw a capital inflow of 690 million yuan with a price increase of 6.85% [2] - Shanghai Electric experienced a capital inflow of 624 million yuan and a price increase of 8.22% [2] - Contemporary Amperex Technology reported a capital inflow of 509 million yuan with a modest price increase of 0.34% [2] - China Duty Free Group had a capital inflow of 460 million yuan and a price increase of 2.74% [2] - Sanzi Gaoke recorded a capital inflow of 441 million yuan with a price increase of 6.1% [2] Group 2: Industry Insights - The engineering sector, represented by China Power Construction, is showing strong investor interest with significant capital inflow [2] - The electric power industry, highlighted by Shanghai Electric, is also attracting substantial investments [2] - The battery industry, represented by Contemporary Amperex Technology, is experiencing steady capital inflow despite a small price increase [2] - The tourism and liquor sector, represented by China Duty Free Group, is seeing positive capital movement [2] - The automotive parts sector, represented by Sanzi Gaoke, is gaining traction with notable capital inflow [2]

证券之星消息，1月19日出版板块较上一交易日下跌0.7%，粤 传 媒领跌。当日上证指数报收于4114.0， 上涨0.29%。深证成指报收于14294.05，上涨0.09%。出版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) | | --- | --- | --- | --- | --- | --- | | 601900 | 南方传媒 | 14.96 | 1.63% | 22.67万 | 3.37 Z | | 6101019 | 山东出版 | 8.91 | 1.25% | 13.55万 | 1.21亿 | | 603096 | 新经典 | 18.77 | 0.91% | ● 1.57万 | 2943.04万 | | 600825 | 新华传媒 | 6.94 | 0.87% | 1 37.08万 | 2.60亿 | | 600551 | 时代出版 | 8.57 | 0.59% | 6.33万 | 5401.36万 | | 603230 | 内蒙新华 | 12.49 | 0.56% | 4.18万 | 5197.57万 | | 601811 | 新华文轩 | 1 ...

Core Viewpoint - The company is actively expanding its AI marketing and advertising business, leveraging AI technology to enhance efficiency and reduce costs in various advertising processes [1] Group 1: AI Marketing and Advertising Initiatives - The company has launched the Guangbao AI Digital Human platform, available on both PC and mobile [1] - The Miaoyin AI music model has completed algorithm and model filing, enabling AI-driven advertising solutions [1] - AI technology has been integrated into full-case marketing, achieving cost reduction and efficiency improvements in video production and script generation [1] Group 2: AI-Generated Advertising Content - The company has produced AI-generated advertising short films such as "Legend of Wuyang," "Nanyue Water Rhythm, Millennium Dragon," and "Guangzhou Asian Food Festival AIGC Short Film" [1] - The company is collaborating with major IPs like the National Games to create the "Sing for Good Luck" AI music creation competition mini-program [1] Group 3: Business Operations and Disclosure - The company has not yet established a partnership with Doubao or ByteDance [1] - The company's main business and operational status will be disclosed through regular reports and temporary announcements in legal information disclosure media [1]

Core Viewpoint - Guangdong Guangzhou Daily Media Co., Ltd. has experienced significant stock performance, with a cumulative increase of 26.09% over four trading days, indicating strong market interest and trading activity [2] Trading Performance - The stock recorded three trading halts within four days, with a total turnover rate of 43.43% [2] - As of 10:27, the stock's trading volume reached 95.7484 million shares, with a transaction value of 1.053 billion yuan, resulting in a turnover rate of 8.44% [2] - The latest total market capitalization of the A-shares is 13.41 billion yuan, while the circulating market capitalization is 13.10 billion yuan [2] Margin Trading Data - As of January 13, the margin trading balance for the stock is 303 million yuan, with a financing balance of 302 million yuan, reflecting a decrease of 34.1693 million yuan or 10.15% from the previous trading day [2] - Over the past four days, the margin trading balance has increased by 80.0857 million yuan, representing a growth of 36.04% [2] Institutional Activity - The stock has appeared on the Dragon and Tiger list due to a cumulative deviation in price of 20% over three consecutive trading days [2] - Institutional investors have net sold 44.5158 million yuan, while the Shenzhen Stock Connect has recorded a net sell of 8.2186 million yuan [2] - Total net buying from brokerage seats amounts to 45.0488 million yuan [2] Company Background - Guangdong Guangzhou Daily Media Co., Ltd. was established on December 28, 1992, with a registered capital of 11.61058174 billion yuan [2]

Group 1 - The media sector has shown strong performance, with the index reaching 1033.55 points and a daily increase of 3.42%, indicating a significant upward trend in stock prices [1] - Several companies, including Tianlong Group, People’s Daily, and Inertia Media, have experienced stock price surges, with Inertia Media achieving six limit-up days within seven trading sessions [1] - Companies like Yidian Tianxia and Zhongwen Online have reported significant stock price deviations, with Yidian Tianxia's stock price increasing over 30% and Zhongwen Online's stock price deviating by 32% over three consecutive trading days, while both companies stated that their operational conditions remain stable [1] Group 2 - The rise of the media sector is primarily supported by AI developments, with companies like Yue Media implementing AI technologies in advertising and content creation, leading to cost reductions and efficiency improvements [2] - The commercialization of AI technology is seen as a fundamental support for the media sector's growth, with companies transitioning from technology development to scalable monetization, thus changing market profitability expectations [2] - Policy measures, including regulations and support for digital content export, are strengthening the foundation for the media industry's development, providing new growth opportunities for companies [2] Group 3 - The dual regulatory approach is reshaping the competitive landscape of the media industry, with regulations aimed at eliminating low-quality productions and promoting resource concentration among compliant and capable companies [3] - The cultural export policy is providing additional market opportunities for media companies, particularly for AI-enhanced digital content, which is expected to have improved efficiency and commercial value in overseas markets [3] - Technological breakthroughs in display technology, such as Hisense's new RGB-Mini LED technology, are providing hardware support for media content presentation, further enhancing the industry's capabilities [3] Group 4 - The integration of AI technology across the media industry is expected to be a core development theme in the long term, optimizing production efficiency in various content areas and shifting production models from human-driven to technology-driven [4] - The sustainability of the media sector's performance will depend on companies' ability to convert AI technology into continuous profit growth [4]

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、 股票交易异常波动情况的介绍 广东广州日报传媒股份有限公司（以下简称"公司"或"本公司"）股票（证券简称： 粤传媒，证券代码：002181）于2026年1月8日、1月9日、1月12日连续三个交易日收盘价格 跌涨幅偏离值累计超过20%，根据深圳证券交易所的有关规定，属于股票交易异常波动的情 形。 二、 公司关注、核实情况 证券代码：002181 证券简称：粤传媒 公告编号：2026-002 广东广州日报传媒股份有限公司 股票交易异常波动公告 三、 是否存在应披露而未披露信息的说明 经本公司董事会确认，除公司在指定信息披露媒体《中国证券报》《证券时报》及巨潮资 - 1 - 针对公司股票交易异常波动的情况，公司进行了自查，并向公司控股股东及实际控制人 就相关事项进行了核实，现就有关情况说明如下： （一） 公司前期披露的信息不存在需要更正、补充之处； （二） 公司未发现近期公共媒体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； （三） 公司近期生产经营情况正常，内外部经营环境未发生且未预计将要发生 ...

粤传媒公告称，公司股票于2026年1月8日、1月9日、1月12日连续三个交易日收盘价格涨跌幅偏离值累 计超20%，属异常波动。公司自查并向控股股东及实控人核实，前期披露信息无需更正补充，未发现影 响股价的未公开重大信息，经营正常，不存在应披露未披露重大事项，控股股东和实控人在异常波动期 间未买卖公司股票。公司提醒投资者以指定媒体信息为准，注意交易风险。 ...