Core Viewpoint - Beijing Maidian Insight Technology Co., a subsidiary of Xinhua Du, has officially launched its annual strategic product "Maidian AI Intelligent Matrix," which aims to transform decision-making from intuition-based to data-driven [1] Group 1: Product and Technology - The company has developed a comprehensive intelligent operation system based on 16 years of e-commerce experience, addressing challenges such as data silos, reliance on experience, and uncontrollable growth [1] - The solution offers a closed-loop process of "data insight - strategy generation - execution monitoring," ensuring that decision-makers and executors are aligned in their actions [1] Group 2: Market Position and Strategy - The launch of "Maidian AI" positions the company to capitalize on the current industry shift towards AI-driven shopping, with significant developments from major players like Alibaba and Google [1] - The company is recognized as a leading e-commerce platform in the liquor sector, with a focus on profit growth through equity incentives, indicating strong long-term growth potential [1]

Core Insights - The company has launched its annual strategic product "MaiDian AI Intelligent Matrix," focusing on three core components and four intelligent agents to enhance the full-chain operational model [1] - The system aims to transform decision-making from intuition-based to data-driven, addressing issues like data silos and uncontrolled growth [1] Group 1: Product Features - "Zhi Zhu Xia" knowledge engine integrates dispersed business signals and data clues, enabling managers to make traceable and reviewable decisions [1] - "Zhi Xing" operational middle platform converts individual experiences into reusable organizational assets, mitigating knowledge gaps due to personnel turnover [1] - The "MaiDian AI Intelligent Matrix" serves as the core module for intelligent decision-making, providing real-time analysis and strategy generation for operational insights [1] Group 2: Market Trends - The "MaiDian AI" focuses on four key decision-making issues: product selection, price monitoring, sales optimization, and user feedback aggregation [2] - The system replaces subjective judgment with objective data, allowing operations to concentrate on value creation [2] - The company is positioned to capitalize on the shift from SEO to GEO (Generative Engine Optimization), establishing a competitive edge in the evolving market landscape [2] Group 3: Financial Projections - The company is projected to achieve revenues of 3.379 billion and 3.765 billion yuan in 2025 and 2026, respectively, with net profits of 253 million and 303 million yuan [3] - The current stock price corresponds to a P/E ratio of 29X for 2026, indicating strong growth potential [3]

Core Viewpoint - Xinhua Duh (002264) announced a total guarantee exposure of 2.47 billion yuan as of the announcement date, with a total external guarantee balance of 1.82 billion yuan, representing 90.27% of the company's most recent audited net assets [1] Group 1 - The total guarantee exposure approved by the shareholders' meeting is 2.47 billion yuan [1] - The total external guarantee balance for the company and its subsidiaries is 1.82 billion yuan [1] - The guarantees provided are exclusively for entities within the consolidated financial statements [1] Group 2 - The company and its subsidiaries do not have any guarantees for entities outside the consolidated financial statements [1] - There are no overdue guarantees reported by the company and its subsidiaries [1]

证券代码：002264 证券简称：新华都 公告编号：2026-002 特别提示： 经股东会审议通过的关于本公司为下属公司提供担保敞口总金额超过最近 一期经审计净资产 100%、为资产负债率超过 70%的全资子公司担保、担保金额超 过公司最近一期经审计净资产 50%，请投资者关注担保风险。 一、担保情况概述 新华都科技股份有限公司（以下简称"公司"）分别于 2025 年 3 月 3 日召 开第六届董事会第十八次（临时）会议、第六届监事会第十六次（临时）会议， 和 2025 年 3 月 19 日召开 2025 年第二次临时股东会，审议通过了《关于拟为下 属公司提供担保的议案》，同意公司作为保证人对下属公司向金融机构申请综合 授信业务追加担保，为最近一期资产负债率 70%以上（含本数）的下属公司提供 担保敞口金额不超过人民币 11.50 亿元。 公司分别于 2025 年 3 月 27 日召开第六届董事会第十九次会议、第六届监事 会第十七次会议和 2025 年 4 月 25 日召开 2024 年年度股东会，审议通过了《关 于增加为下属公司提供担保的议案》，同意公司作为保证人对下属公司向金融机 构申请综合授信业务追加担 ...

Strong Stocks - As of January 15, the Shanghai Composite Index fell by 0.33% to 4112.6 points, while the Shenzhen Component Index rose by 0.41% to 14306.73 points, and the ChiNext Index increased by 0.56% to 3367.92 points [1] - A total of 64 stocks in the A-share market hit the daily limit up, with the top three strong stocks being Sanbian Technology (002112), Waiservice Holdings (600662), and Shenglu Communication (002446) [1] - The top 10 strong stocks with specific data include: - Sanbian Technology (002112): 3 consecutive limit ups, turnover rate of 53.86%, and a closing price of 29.4 [1] - Waiservice Holdings (600662): 3 consecutive limit ups, turnover rate of 6.38%, and a closing price of 9.92 [1] - Shenglu Communication (002446): 3 limit ups in 4 days, turnover rate of 34.74%, and a closing price of 39.4 [1] Strong Concept Sectors - The top three concept sectors with the highest increase in A-shares are Photoresist, SMIC Concept, and Storage Chips [2] - The top 10 concept sectors with relevant data include: - Photoresist: increased by 2.83% [3] - SMIC Concept: increased by 2.59% [3] - Storage Chips: increased by 2.33% [3] - National Big Fund Holdings: increased by 2.3% [3] - Glyphosate: increased by 2.29% [3] - Phosphate Chemicals: increased by 2.14% [3] - Zinc Metal: increased by 2.12% [3] - Lithography Machines: increased by 2.05% [3] - Metal Drilling: increased by 2.02% [3] - Horse Racing Concept: increased by 1.93% [3]

证券代码：002264 证券简称：新华都 公告编号：2026-001 新华都科技股份有限公司 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、公司股票交易异常波动的情况介绍 新华都科技股份有限公司（以下简称"公司"、"本公司"）（股票简称： 新华都，股票代码：002264）股票连续三个交易日内（2026 年 1 月 14 日、2026 年 1 月 15 日）日收盘价格涨幅偏离值累计达到 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况。 二、公司关注并核实的相关情况 针对公司股票异常波动，公司对有关事项进行了核查，核查情况说明如下： 1、2025 年 12 月 31 日，公司公告了《关于为下属公司提供担保的进展公告》 （公告编号：2025-081），公司为民生银行福州分行与西藏聚量电子商务有限公 司在主合同项下发生的全部/部分债务提供最高额保证担保，最高债权额为人民 币 1.5 亿元；为民生银行福州分行与西藏久实致和营销有限公司在主合同项下发 生的全部/部分债务提供最高额保证担保，最高债权额为人民币 1 亿元；为民生 ...

证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交4.70亿元，其中，买入成交额为2.01亿 元，卖出成交额为2.70亿元，合计净卖出6883.39万元。 具体来看，今日上榜的营业部中，共有1家机构专用席位现身，即卖四，买入金额1082.80万元，卖出金 额4060.34万元，合计净卖出2977.53万元，深股通为第二大买入营业部及第一大卖出营业部，买入金额 为3227.52万元，卖出金额为1.02亿元，合计净卖出7013.92万元。 新华都今日涨停，全天换手率25.26%，成交额18.95亿元，振幅9.91%。龙虎榜数据显示，机构净卖出 2977.53万元，深股通净卖出7013.92万元，营业部席位合计净买入3108.07万元。 深交所公开信息显示，当日该股因日涨幅偏离值达10.13%上榜，机构专用席位净卖出2977.53万元，深 股通净卖出7013.92万元。 资金流向方面，今日该股主力资金净流出4877.35万元，其中，特大单净流入453.29万元，大单资金净流 出5330.64万元。近5日主力资金净流入3.49亿元。（数据宝） 新华都1月15日交易公开信息 | 买/ | 会员营业部名称 | 买入 ...

Group 1 - Xinhua Dou (002264) has experienced a consecutive two-day limit-up, closing at 12.09 yuan per share, with a total market value rising to 8.7 billion yuan [1] - Beijing Maidian Insight Technology Co., Ltd. has launched its annual strategic product, "Maidian AI Intelligent Matrix," which aims to create a full-link intelligent operation system for businesses, integrating 16 years of internet marketing experience with cutting-edge AI technology [1] - The "Maidian AI Intelligent Matrix" focuses on four key intelligent agents that address major challenges in the product lifecycle, including market data insights, real-time price monitoring, sales health diagnostics, and user feedback aggregation for product optimization [1] Group 2 - Generative Engine Optimization (GEO) is gaining attention, with advertising marketing companies expected to benefit significantly [2] - According to Gartner, by 2026, approximately 25% of global traditional search engine traffic will shift to AI tools, presenting a growth opportunity for GEO [2] - The global GEO market is projected to reach 11.2 billion USD by 2025 and potentially 100 billion USD by 2030, indicating a significant transformation in the advertising industry driven by AI and marketing integration [2]

Market Overview - On January 15, A-shares opened lower and then experienced slight gains before declining, with the Shanghai Composite Index down 0.6% at 4101.52 points, the Shenzhen Component down 0.44% at 14186.11 points, and the ChiNext Index down 1.02% at 3314.88 points. The total trading volume in the Shanghai and Shenzhen markets reached 1.87 trillion yuan, with over 3600 stocks declining [1] Sector Performance - The tourism and hotel sector showed strong performance, with stocks like Zhongxin Tourism hitting a two-day limit up and Shaanxi Tourism reaching the daily limit [4] - The precious metals sector was active, with Sichuan Gold nearing the daily limit and other stocks like Chifeng Gold and Hunan Silver following suit. Recent news indicated that spot silver prices surged over 7%, reaching a historical high of $93 per ounce, while spot gold also hit a record high of $4643 per ounce [2] - The lithium battery sector strengthened, with Tianhong Lithium rising over 14% and other companies like Tianji Co. and Huasheng Lithium also seeing gains. The price of industrial-grade lithium carbonate increased by 36.71% from the beginning of the month, reaching 160,000 yuan per ton [3] - The smart driving sector saw a rise, with stocks like Suoling Co. hitting the daily limit. The Shanghai Municipal Economic and Information Commission announced plans for the large-scale application of high-level autonomous driving by 2027 [6] Institutional Insights - CITIC Securities noted that despite recent regulatory measures to cool the market, overall trading activity remains high, with key indicators like daily trading volume and margin financing balances above long-term averages. The firm expects continued benefits for securities companies and a potential for revenue diversification and quality improvement [7] - CITIC Jiantou highlighted that the mid-term "stock-bond seesaw" effect will further support A-share performance, with macro liquidity showing characteristics of "internal and external easing resonance" [9] - Huatai Securities reported that the innovative drug sector is experiencing a liquidity recovery, with significant growth in BD transactions compared to the previous year, indicating a potential bullish trend for innovative drugs [10]

Group 1 - Kuaishou concept stocks rose by 5.04%, ranking third in the concept sector, with 46 stocks increasing in value, including Zhidao Mai and Yiwang Yichuang reaching a 20% limit up [1] - The top gainers in the Kuaishou concept include Tianyu Shuke, which rose by 9.82%, and Xinhua Du, which increased by 10.01% [1][4] - The overall market saw a net outflow of 1.759 billion yuan from the Kuaishou concept, with 27 stocks experiencing net inflows, and 8 stocks seeing inflows exceeding 100 million yuan [2] Group 2 - The top three stocks by net inflow in the Kuaishou concept were Tianyu Shuke (5.95 billion yuan), Xinhua Du (4.14 billion yuan), and Zhidao Mai (2.64 billion yuan) [2][4] - The net inflow ratios for the leading stocks were 58.69% for Sanwei Communication, 40.05% for Xinhua Du, and 12.77% for Tianyu Shuke [3] - The Kuaishou concept's trading volume was highlighted by significant turnover rates, with Tianyu Shuke at 34.26% and Zhidao Mai at 35.71% [4][5]