Core Viewpoint - The company, Jizhi Technology, has been awarded the "Strategic Partner Award" by Zhao Chi Co., Ltd. for the fifth consecutive year, highlighting its strong strategic cooperation and product service capabilities in the display industry [1]. Group 1: Strategic Cooperation and Achievements - Jizhi Technology has collaborated with Zhao Chi Co., Ltd. since 2016, focusing on key products such as TV optical films and quantum dot films, establishing a comprehensive cooperation system from technology research and development to large-scale supply [1]. - The chairman of Jizhi Technology, Zhang Yan, has been invited to speak as a representative of strategic partners for five consecutive years, sharing valuable experiences and future plans regarding deep collaboration in the display industry [2]. Group 2: Industry Trends and Innovations - The display industry is undergoing dual transformations, with terminal product sizes increasing significantly, and new display technologies like Micro RGB accelerating, which presents new growth opportunities for the supply chain [2]. - Jizhi Technology has continuously innovated in the composite film sector, developing a rich product matrix that includes POP, MOP, DPP, and CPP series, while also focusing on integrated solutions to meet diverse display needs [2]. Group 3: Market Position and Future Outlook - Jizhi Technology has benefited from the domestic material localization trend, becoming one of the few companies in China to achieve stable supply of quantum dot films and composite optical films, with product quality reaching international leading levels [3]. - The company has established a technology ladder through independent research and development and collaboration with academia, ensuring a strong market share in high-end film materials [3]. - Looking ahead, Jizhi Technology aims to become a leading functional film company, enhancing its business layout, research and development, and team building [3]. Group 4: Focus Areas and Business Expansion - In the optical display field, the company will strengthen its core technological advantages and optimize cost structures while actively developing high-value-added optical films such as composite films, quantum dot films, and Mini-LED optical films [4]. - The company plans to leverage its accumulated experience in research and development and management to expand into the photovoltaic sector, focusing on gap-reflective films and other foundational products [4].

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%， ...

Core Insights - Ningbo Jizhi Technology Co., Ltd. has been awarded the "Strategic Partner Award" for the fifth consecutive year, highlighting the long-term cooperation with Shenzhen Zhaochi Co., Ltd. [1] - The partnership between Jizhi Technology and Zhaochi began in 2016, focusing on key products such as TV optical films and quantum dot films, establishing a comprehensive cooperation system from R&D to large-scale supply [1] - Jizhi Technology provides customized film solutions that are "thinner, brighter, more environmentally friendly, and safer" for Zhaochi's core businesses in LCD displays and Mini/MicroLEDs [1] Industry Trends - The display industry is undergoing dual transformations, with terminal product sizes increasing significantly, moving from 14-29 inches to mainstream sizes of 55, 65, and 75 inches, and even larger products emerging [2] - Technological innovations are driving product experience upgrades, with new display technologies like MicroRGB accelerating market entry, making film materials critical components that directly affect display performance [2] Future Outlook - Jizhi Technology plans to focus on a "four-wheel drive" strategy, concentrating on core areas such as displays and new energy, while deepening collaboration with Zhaochi in technical joint R&D and supply chain resilience [3] - The company aims to optimize its global supply chain layout to enhance responsiveness and support Zhaochi's strategic plans for integrated optical communication and overseas market expansion [3]

Market Performance - The black home appliance sector increased by 1.3% on January 27, with Zhao Chi Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4139.9, up 0.18%, while the Shenzhen Component Index closed at 14329.91, up 0.09% [1] Stock Performance - Zhao Chi Co., Ltd. (002429) closed at 10.85, with a rise of 9.05% and a trading volume of 2.0689 million shares, amounting to a transaction value of 2.173 billion [1] - Hisense Visual (600060) closed at 24.46, up 0.74%, with a trading volume of 115,000 shares and a transaction value of 280 million [1] - Other notable stocks include: - Chen Yi Intelligent (301578) at 36.26, up 0.17% [1] - Sichuan Jiuzhou (000801) at 16.02, up 0.12% [1] - Sichuan Changhong (600839) at 10.30, down 2.92% [1] Capital Flow - The black home appliance sector experienced a net outflow of 277 million from institutional investors, while retail investors saw a net inflow of 275 million [1] - Detailed capital flow for key stocks includes: - Zhao Chi Co., Ltd. had a net inflow of 80.3688 million from institutional investors [2] - Hisense Visual saw a net outflow of 331.745 million from institutional investors [2] - Chen Yi Intelligent had a net outflow of 180.83 million from institutional investors [2]

Group 1 - The core viewpoint of the news is that Zhao Chi Co., Ltd. experienced a stock price increase of 6.33%, reaching 10.58 CNY per share, with a trading volume of 9.47 billion CNY and a turnover rate of 2.05%, resulting in a total market capitalization of 478.95 billion CNY [1] - Zhao Chi Co., Ltd. was established on April 4, 2005, and went public on June 10, 2010. The company specializes in the research, development, manufacturing, sales, and service of home audio-visual and electronic products [1] - The main business revenue composition of Zhao Chi Co., Ltd. includes multimedia audio-visual products and operation services at 66.90% and the LED industry chain at 33.10% [1] Group 2 - From the perspective of major circulating shareholders, Southern Fund's Southern CSI 500 ETF (510500) reduced its holdings by 747,300 shares in the third quarter, now holding 32.91 million shares, which accounts for 0.73% of circulating shares, with an estimated floating profit of approximately 20.73 million CNY [2] - The Southern CSI 500 ETF (510500) was established on February 6, 2013, with a current scale of 144.69 billion CNY. It has achieved a year-to-date return of 13.99%, ranking 540 out of 5548 in its category, and a one-year return of 53.16%, ranking 1112 out of 4285 [2] Group 3 - The fund manager of Southern CSI 500 ETF (510500) is Luo Wenjie, who has a cumulative tenure of 12 years and 284 days, with a total fund asset scale of 171.36 billion CNY. The best fund return during his tenure is 186.88%, while the worst is -47.6% [3] Group 4 - From the perspective of the fund's top heavy positions, Southern Fund's Southern CSI All Share Home Appliance Index Initiation A (024315) held 32,400 shares in Zhao Chi Co., Ltd., accounting for 1.78% of the fund's net value, ranking as the tenth largest heavy position, with an estimated floating profit of about 20,400 CNY [4] - The Southern CSI All Share Home Appliance Index Initiation A (024315) was established on August 26, 2025, with a current scale of 116.99 million CNY. It has achieved a year-to-date return of 2.75%, ranking 4178 out of 5548 in its category, and a total return of 4.34% since inception [4] Group 5 - The fund manager of Southern CSI All Share Home Appliance Index Initiation A (024315) is Yang Kaining, who has a cumulative tenure of 1 year and 85 days, with a total fund asset scale of 3.686 billion CNY. The best fund return during his tenure is 116.12%, while the worst is 2.14% [5]

Group 1 - The black home appliance sector experienced a decline of 3.02% on January 26, with Jiulian Technology leading the drop [1] - The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1] - Key stocks in the black home appliance sector showed varied performance, with *ST Gauss rising by 4.86% to a closing price of 12.73, while Jiulian Technology fell by 5.41% to 9.61 [1] Group 2 - The net outflow of main funds in the black home appliance sector was 744 million yuan, while retail investors saw a net inflow of 462 million yuan [1] - Detailed fund flow data indicates that major stocks like Sichuan Changhong and Sichuan Jiuzhou experienced significant net outflows of 530 million yuan and 747 million yuan, respectively [2] - Conversely, stocks like *ST Gauss and Sichuan Jiuzhou attracted retail inflows of 286.69 million yuan and 1130.30 million yuan, respectively [2]

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]