1月26日，激智科技（300566）（300566.SZ）凭借持续深化的战略合作成果与卓越的产品服务能力，再 度荣获兆驰股份（002429）"战略合作伙伴奖"，这是自2020年以来激智科技连续第五年获此重磅荣誉。 作为显示领域的核心供应商，激智科技与兆驰股份的合作始于2016年，多年来双方在TV光学膜、量子 点膜等关键产品领域深度协同，构建了从技术研发到规模化供应的全链条合作体系。激智科技依托精密 涂布技术平台与自主创新配方，为兆驰股份的LCD显示、Mini/Micro LED等核心业务提供了"更薄、更 亮、更环保、更安全"的定制化膜材解决方案，助力其产品在市场中保持核心竞争力。 值得关注的是，激智科技董事长张彦连续五年受邀作为战略合作伙伴代表登台发言。在本次大会上，张 彦结合显示行业发展趋势与双方合作实践，分享了深度协同的宝贵经验与未来规划。张彦指出，显示行 业正迎来 "大展宏图"与"亮出真像" 的双重变革：一方面，终端产品尺寸持续向大尺寸演进，从曾经的 14-29 英寸到如今 55、65、75 英寸成为主流，85、98 英寸乃至100英寸以上巨幕产品快速崛起，全球显 示市场平均尺寸稳步提升，这为产业链上下 ...

证券之星消息，1月29日黑色家电板块较上一交易日下跌1.73%，兆驰股份领跌。当日上证指数报收于 4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。黑色家电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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600060 | 海信视像 | = 455.35万 | 1.35% | -2229.57万 | -6.61% | 1774.22万 | 5.26% | | 688696 极米科技 | | 86.19万 | 0.75% | -115.50万 | -1.00% | 29.31万 | 0.25% | | 301578 辰奕智能 | | -16.87万 | -0.47% | 27.38万 | - 0.77% | -10.51万 | -0.30% | | 000801 四川九洲 | | -213.52万 | -0.93% | -780.62万 | -3.40% | 994.14万 ...

证券代码：002429 证券简称：兆驰股份 公告编号：2026-002 深圳市兆驰股份有限公司 关于为下属子公司申请综合授信提供担保的进展公告 三、保证合同的主要内容 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 一、担保情况概述 深圳市兆驰股份有限公司（以下简称"公司"）分别于 2025 年 4 月 15 日、2025 年 5 月 7 日召开第六届董事会第十八次会议、2024 年年度股东大会，审议通过了《关 于为下属子公司申请综合授信提供担保的议案》，同意公司及合并报表范围内的子 公司为下属子公司向银行/金融机构等申请综合授信提供担保，2025 年度预计提供 不超过人民币 772,000 万元、美元 1,000 万元的担保，具体担保金额、方式、范围、 期限等以相关合同约定为准，担保额度可在子公司之间按照实际情况调剂使用。担 保额度有效期限自公司 2024 年年度股东大会审议通过之日起至 2025 年年度股东大 会召开之日止。具体内容详见公司于 2025 年 4 月 17 日、2025 年 5 月 8 日在巨潮资 讯网（www.cninfo.com.cn）上 ...

数据显示，南方基金旗下1只基金位居兆驰股份十大流通股东。南方中证500ETF（510500）三季度减持 74.73万股，持有股数3291.23万股，占流通股的比例为0.73%。根据测算，今日浮亏损失约1777.27万 元。 南方中证500ETF（510500）成立日期2013年2月6日，最新规模1446.9亿。今年以来收益15.26%，同类 排名552/5551；近一年收益56.56%，同类排名1089/4285；成立以来收益190.06%。 1月29日，兆驰股份跌5.11%，截至发稿，报10.02元/股，成交15.96亿元，换手率3.32%，总市值453.60 亿元。 资料显示，深圳市兆驰股份有限公司位于广东省深圳市龙岗区布澜路128号兆驰集团大厦B座，成立日 期2005年4月4日，上市日期2010年6月10日，公司主营业务涉及家庭视听类及电子类产品的研发、制 造、销售与服务。主营业务收入构成为：多媒体视听产品及运营服务66.90%，LED产业链33.10%。 从兆驰股份十大流通股东角度 截至发稿，罗文杰累计任职时间12年286天，现任基金资产总规模1713.58亿元，任职期间最佳基金回报 192.55%， ...

张彦指出，激智科技始终以市场需求为导向，在复合膜领域持续推新，形成了涵盖POP/MOP/DPP/CPP 等系列的丰富产品矩阵，同时布局膜板一体等一体化解决方案，满足不同显示场景的定制化需求。在裸 眼3D领域，激智科技已实现从第一代凸光栅到第三代多功能复合光栅的技术布局，未来将为新型显示 赛道的拓展提供更具竞争力的技术支撑。 本报讯 （记者邬霁霞）1月27日，宁波激智科技股份有限公司（以下简称"激智科技"）官方微信公众号 发布消息称，1月26日，深圳市兆驰股份有限公司（以下简称"兆驰股份"）以"智链未来，携手共赢"为 主题的供应商大会隆重召开，近200家产业链核心合作伙伴齐聚一堂，共话产业协同新蓝图。会上，激 智科技凭借持续深化的战略合作成果与卓越的产品服务能力，再度荣获"战略合作伙伴奖"，这是自2020 年以来公司连续第五年获此荣誉，彰显了兆驰股份对双方长期合作的高度认可。 作为显示领域的核心供应商，激智科技与兆驰股份的合作始于2016年，多年来双方在TV光学膜、量子 点膜等关键产品领域深度协同，构建了从技术研发到规模化供应的全链条合作体系。激智科技依托精密 涂布技术平台与自主创新配方，为兆驰股份的LCD显示 ...

从资金流向上来看，当日黑色家电板块主力资金净流出2.77亿元，游资资金净流入190.54万元，散户资金 净流入2.75亿元。黑色家电板块个股资金流向见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002429 兆驰股份 | | 8036.88万 | 3.70% | -5257.66万 | -2.42% | -2779.21万 | -1.28% | | 301578 辰奕智能 | | -180.83万 | -4.94% | -88.66万 | -2.42% | 269.49万 | 7.36% | | 000810 创维数字 | | -393.88万 | -2.26% | -545.32万 | -3.13% | 939.20万 | 5.40% | | 688609 九联科技 | | -806.75万 | -3.92% | 2490.09万 | 12.10% | -1683.34万 | -8.18% | | 6 ...

1月27日，兆驰股份涨6.33%，截至发稿，报10.58元/股，成交9.47亿元，换手率2.05%，总市值478.95亿 元。 资料显示，深圳市兆驰股份有限公司位于广东省深圳市龙岗区布澜路128号兆驰集团大厦B座，成立日 期2005年4月4日，上市日期2010年6月10日，公司主营业务涉及家庭视听类及电子类产品的研发、制 造、销售与服务。主营业务收入构成为：多媒体视听产品及运营服务66.90%，LED产业链33.10%。 从兆驰股份十大流通股东角度 数据显示，南方基金旗下1只基金重仓兆驰股份。南方中证全指家用电器指数发起A（024315）四季度 持有股数3.24万股，占基金净值比例为1.78%，位居第十大重仓股。根据测算，今日浮盈赚取约2.04万 元。 南方中证全指家用电器指数发起A（024315）成立日期2025年8月26日，最新规模1169.94万。今年以来 收益2.75%，同类排名4178/5548；成立以来收益4.34%。 南方中证500ETF（510500）成立日期2013年2月6日，最新规模1446.9亿。今年以来收益13.99%，同类 排名540/5548；近一年收益53.16%，同类排名111 ...

| 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600060 海信视像 | | 1029.54万 | 3.71% | -401.13万 | -1.44% | -628.40万 | -2.26% | | 688696 极米科技 | | 636.10万 | 2.67% | -1160.56万 | -4.87% | 524.46万 | 2.20% | | 301578 辰奕智能 | | -7.18万 | -0.17% | -132.80万 | -3.09% | 139.98万 | 3.26% | | 688609 九联科技 | | -484.67万 | -1.74% | 3012.93万 | 10.82% | -2528.26万 | -9.08% | | 002848 | *ST高斯 | -1153.17万 | -6.43% | 866.48万 | 4.83% | 286.69万 | 1.60% | | 002429 | ...

Investment Rating - The report indicates a positive investment outlook for the industry, highlighting a "golden window period" for the short drama sector, with expectations for significant growth in the coming years [2][11]. Core Insights - The short drama industry has reached a scale of nearly 1 trillion yuan, surpassing both the film and long video sectors, with a projected compound annual growth rate (CAGR) of over 50% from 2023 to 2026 [11]. - The market for animated dramas is expected to exceed 22 billion yuan by 2026, contributing 50% of the incremental growth in the short drama industry [11]. - ByteDance is positioned as the absolute leader in the animated drama sector, leveraging its "traffic + IP + AI" integrated strategy to dominate the market [2][17]. - The application of AI technology is transforming the production paradigm of animated dramas, reducing production cycles from over 50 days to under 30 days and significantly lowering costs [3][21]. Summary by Sections Section 1: The Golden Window for Short Dramas - The short drama market has surpassed 1 trillion yuan, with user engagement increasing, and the average daily viewing time expected to exceed 100 minutes by 2025 [11]. - The market has entered a phase of rapid growth and commercialization, with significant increases in both supply and demand for animated dramas [11][12]. Section 2: AI Reshaping Production Paradigms - AI technologies are enabling a shift from manual production to industrialized generation, with production costs dropping to the thousand-yuan level [3][21]. - The integration of AI in production processes is expected to streamline workflows, reducing the number of steps from 11 to 5 and cutting costs by 60% [3][24]. Section 3: Trends in AI Applications - The report anticipates a significant uptick in AI applications by 2026, driven by the need for software to leverage substantial computational investments [4][31]. - Companies are increasingly integrating AI into their business models, with some reporting that AI-related revenues account for over 10% of total income [4][31]. Section 4: Related Investment Targets - Key investment targets include companies such as DeCai Co., Zhaochi Co., and Wanxing Technology, among others, which are positioned to benefit from the growth in the animated drama and AI sectors [5][40].

Group 1 - Zhejiang Wenchuang Internet focuses on digital marketing and cultural technology, integrating AI into smart marketing and digital content creation, enhancing brand marketing digital transformation across various industries [1][17] - Saiwu Technology collaborates with Suzhou University to establish the AI4S laboratory, creating a closed loop of "AI screening - process optimization - mass production," significantly increasing revenue in related businesses [1][18] - Huashi Technology strategically invests in Yuchuang Robotics, applying AI in various scenarios such as airport monitoring and risk warning, providing intelligent solutions for smart cities [1][19] Group 2 - Yidian Tianxia leverages AI for global smart marketing, developing a full-chain solution that includes multi-language digital content generation and intelligent ad optimization [2][18] - Tongda Hai builds a comprehensive legal knowledge graph using vast legal data, enhancing judicial efficiency through its self-developed AI platform [2][19] - Sanwei Communication's subsidiary, Juwang Technology, utilizes AI for advertising material generation and optimization, significantly improving marketing efficiency [2][19] Group 3 - BlueFocus is a leader in AI marketing, applying AI across the entire marketing chain, including creative generation and effect analysis, to drive digital transformation in the marketing industry [3][19] - Huashu Media actively promotes AI integration in broadcasting, enhancing user experience through smart content recommendations and network optimization [3][20] - Subot constructs a cross-disciplinary platform for material and intelligent mechanics, driving high-end material development and optimizing production processes [3][20] Group 4 - Shiji Tianhong integrates AI into education, enhancing digital transformation in educational support services through intelligent systems [4][20] - Hongbo Pharmaceutical's AI drug design platform focuses on cyclic peptide drug development, significantly improving drug design efficiency and accuracy [5][21] - Tianlong Group's self-developed platform empowers digital marketing across various industries, enhancing customer acquisition and conversion rates [5][21] Group 5 - Yanshan Technology integrates AI into internet services and supply chain management, optimizing marketing and operational efficiency [6][22] - ChaoTu Software merges AI with GIS, enabling intelligent spatial data processing and analysis for smart city applications [6][22] - Heren Technology focuses on smart healthcare, developing AI systems to assist medical personnel and improve operational efficiency [6][23] Group 6 - Youzu Network applies AI throughout game development and operation, enhancing player engagement and experience [6][23] - Jinka Intelligent integrates AI into gas metering, improving management efficiency and safety in gas supply [7][24] - Liard incorporates AI into display technology, optimizing visual experiences and expanding applications in smart displays [7][24] Group 7 - Guanshang Technology focuses on military equipment lifecycle management using AI for fault diagnosis and training simulation [7][25] - Zhidema applies AI in consumer decision-making and e-commerce marketing, enhancing product recommendations and marketing strategies [7][25] - Runda Medical enhances laboratory testing processes with AI, improving detection accuracy and efficiency [7][25] Group 8 - Tiandi Online specializes in digital marketing, utilizing AI for user profiling and intelligent ad targeting [8][26] - Qianfang Technology focuses on smart transportation, developing AI systems for traffic management and vehicle recognition [8][26] - Jiaxun Feihong integrates AI into communication and rail transit, enhancing operational efficiency and safety [8][26] Group 9 - Jiadu Technology applies AI in smart city and rail transit, enhancing safety monitoring and automation [8][27] - Jiuzhoutong empowers pharmaceutical supply chains with AI for demand forecasting and inventory management [8][27] - Weining Health focuses on comprehensive smart healthcare solutions, enhancing operational efficiency and cost control [8][27] Group 10 - Dianke Digital strengthens IT service capabilities with AI, focusing on data center operations and security [8][28] - Guangting Information specializes in intelligent connected vehicles, developing AI systems for driving assistance and data governance [8][28] - Rongxin Culture integrates AI into children's publishing, enhancing reading experiences and content creation [8][29] Group 11 - Zhaochi Co. introduces AI in consumer electronics and lighting, optimizing product performance and supply chain management [8][29] - Jinxiandai focuses on industrial software, enhancing digital transformation through AI-assisted development and operations [8][30] - Huatu Shanding integrates AI into architectural design, improving efficiency and precision in building projects [8][30] Group 12 - Lakala enhances payment services with AI, improving transaction security and merchant support [8][30] - Yingjianke focuses on building design software, utilizing AI for structural optimization and efficiency [8][30] - Borui Communication empowers media and digital culture with AI, enhancing content delivery and user engagement [8][31] Group 13 - Haoyun Technology enhances security IoT with AI, providing risk assessment and decision support [8][31] - Shenguang Group leverages AI for digital marketing, optimizing user targeting and ad performance [8][31] - Oriental Pearl actively promotes AI in broadcasting, enhancing content production and user experience [8][31] Group 14 - Zhizhen Technology focuses on IT operations in communication and government sectors, utilizing AI for efficient management [8][32]