Group 1 - The media sector is experiencing a capital influx, with the Media ETF (159805) seeing a net subscription of 66.5 million units [1] - Recent advancements in domestic large models include iFLYTEK's launch of the Spark X2 model, which has upgraded its general capabilities and enhanced support for over 130 languages [1] - Ant Group has released the Ming-Flash-Omni 2.0 model, the first all-scenario audio generation model, capable of generating voice, environmental sounds, and music simultaneously [1] - ByteDance's Seedance 2.0 video model has improved multi-modal capabilities, potentially revolutionizing the film and television industry [1] - Shanxi Securities notes that the continuous iteration of large models is expected to accelerate AI application deployment, expanding the technology's use cases across text, images, audio, and video [1] - According to Grandview Research, the global AI market is projected to exceed $1.8 trillion by 2030, with a CAGR of 37.3% [1] - The Global GEO market is expected to surpass $100 billion by 2030, with China's market projected to reach 24 billion yuan [1] Group 2 - As of February 11, 2026, the CSI Media Index (399971) shows mixed performance among constituent stocks, with Kaiying Network leading at a 6.02% increase [2] - The Media ETF (159805) is closely tracking the CSI Media Index, which includes 50 large-cap listed companies from marketing, advertising, cultural entertainment, and digital media sectors [2] - As of January 30, 2026, the top ten weighted stocks in the CSI Media Index account for 53.71% of the index, including BlueFocus, Focus Media, and iQIYI [2]

玩心不止未来有望进一步赋能公司的游戏发行。 3，公司参投的AI陪伴情感产品《EVE》初步定档3月14日，这是上市公司层面第一个原生AI陪伴产品，卡位稀 缺。 昨日公司公告，拟回购不超过2亿元、不低于1亿元人民币的股份，回购股份将用于后续实施股权激励计划或员工 持股计划。 1，传奇盒子增长确定性强，我们预估截至25年底平台DAU~50w，随着品牌专区游戏逐步上线、拓展热江和红月 等新情怀类IP，预计26年DAU增速有望在30%以上，叠加广告单价提升，盒子未来3年的CAGR有望在30%左右的 水平，且平台利润率高，利润端增量更明显。 2，公司的优质合作方玩心不止，近年体现出较强的存量传奇之上融合探索新品类的能力，以及传奇游戏的发行能 力。 《烈焰觉醒》正逐步成为传奇+X的标杆案例。 恺英网络｜持续重点推荐 昨日公司公告，拟回购不超过2亿元、不低于1亿元人民币的股份，回购股份将用于后续实施股权激励计划或员工 持股计划。 1，传奇盒子增长确定性强，我们预估截至25年底平台DAU~50w，随着品牌专区游戏逐步上线、拓展热江和红月 等新情怀类IP，预计26年DAU增速有望在30%以上，叠加广告单价提升，盒子未来3年的CA ...

[庆祝]恺英网络｜持续重点推荐 # 业绩确定性高+稀缺AI陪伴卡位 [礼物]昨日公司公告，拟回购不超过2亿元、不低于1亿元人民币的股份，回购股份将用于后续实施股权激励计划或 员工持股计划。 1，传奇盒子增长确定性强，我们预估截至25年底平台DAU~50w，随着品牌专区游戏逐步上线、拓展热江和红月 等新情怀类IP，预计26年DAU增速有望在30%以上，叠加广告单价提升，盒子未来3年的CAGR有望在30%左右的 水平，且平台利润率高，利润端增量更明显。 2，公司的优质合作方玩心不止，近年体现出较强的存量传奇之上融合探索新品类的能力，以及传奇游戏的发行能 力。《 查找图书 》正逐步成为传奇+X的标杆案例。玩心不止未来有望进一步赋能公司的游戏发行。 3，公司参投的AI陪伴情感产品《 查找图书 》初步定档3月14日，这是上市公司层面第一个原生AI陪伴产品，卡位 稀缺。目前产品已经经过两轮iOS测试，近期将开启安卓测试，测试期间单用户时长亮眼，强上下文记忆亮眼。我 们展望，如果未来内嵌模拟经营、互动社交、生活服务模块，该产品有望成为用户的A情感陪伴+生活agent双入 口，产品潜力较大。 wind一致预期25~27年利润 ...

与此同时，长江商报记者注意到，公司坚持高强度研发投入，2021年—2025年前三季度研发费用累计已 超24亿元，在产品创新、海外拓展、IP打造等方面持续突破，业绩增长动能充沛。 回购溢价65.81%彰显信心 A股头部游戏公司恺英网络（002517）(002517.SZ)再抛股份回购计划。 2月9日，恺英网络发布公告，计划以集中竞价交易方式回购公司股份，回购总金额不低于1亿元且不超 过2亿元，回购价格上限为36.91元/股。回购股份将全部用于员工持股计划及股权激励计划。 作为国内游戏行业研运一体化龙头企业，恺英网络近年来业绩持续稳健增长，财务基本面扎实，现金流 充裕。截至2025年三季度末，公司总资产达131.7亿元，货币资金规模36.2亿元，为本次股份回购提供了 充足的资金保障。 2月9日，恺英网络发布回购公司股份方案公告。根据公告内容，公司将以集中竞价交易方式回购公司股 份，回购总金额不低于1亿元且不超过2亿元。具体来看，本次回购股份的种类为公司发行的A股股份， 回购股份价格不超过(含)36.91元/股。 按此次回购资金最高2亿元测算，预计可回购股份数量为541.8585万股，约占公司目前总股本的0.25% ...

Group 1: Company Announcements - Changfei Fiber currently does not engage in CPO-related business [1] - GCL-Poly Energy lacks production capacity for "space photovoltaic" products [1] - Zhongke High-tech plans to invest 145 million yuan in a new PCB drill pin project with an annual capacity of 30 million units [1] - Samsung Medical's wholly-owned subsidiary is expected to win a bid for a 321 million yuan project from Southern Power Grid [1] - Solar Energy's subsidiary intends to acquire 100% equity of Jinhua Windling [1] - SMIC expects a net profit of 1.223 billion yuan for Q4 2025, a year-on-year increase of 23.2% [2] - Kying Network has conducted its first buyback of 2.061 million shares [1] - Runbei Aerospace's controlling shareholder plans to reduce its stake by up to 3% [1] - Zhen'an Technology plans to raise no more than 740 million yuan through a private placement [1] - Jiangsu New Energy intends to issue convertible bonds to raise no more than 1.24 billion yuan [1] Group 2: Investment Projects - Kangda New Materials' subsidiary plans to invest in a project with an annual output of 30,000 tons of polyarylether [1] - China Shipbuilding Industry Corporation plans to build a comprehensive materials park [1] - Dong'a Ejiao intends to invest 1.485 billion yuan in a health consumer goods industrial park [1] - Hongda Co., Ltd. plans to invest approximately 71.43 million yuan in a 110kV power transmission and transformation project [1] Group 3: Share Buybacks and Reductions - Kying Network has executed its first buyback of 2.061 million shares [3] - Huasen Pharmaceutical's Liu Xiaoying plans to reduce her stake by up to 3% [3] - Wushang Group's Dazi Yintai plans to reduce its stake by up to 3% [3] - Runbei Aerospace's controlling shareholder plans to reduce its stake by up to 3% [3]

Group 1 - Changfei Fiber is currently not engaged in CPO-related business [1] - GCL-Poly Energy does not have the production capacity for "space photovoltaic" products [1] - Zhongke High-tech plans to invest 145 million yuan to implement a new PCB drill needle project with an annual capacity of 30 million units [1] - Samsung Medical's wholly-owned subsidiary is expected to win a bid for a 321 million yuan project from Southern Power Grid [1] - Solar Energy's subsidiary plans to acquire 100% equity of Jinhua Windling [1] - SMIC expects a net profit of 1.223 billion yuan for Q4 2025, a year-on-year increase of 23.2% [1] - Xiying Network has repurchased 2.061 million shares for the first time [1] - Runbei Aerospace's controlling shareholder plans to reduce holdings by no more than 3% [1] - Zhen'an Technology plans to raise no more than 740 million yuan through a private placement [1] - Jiangsu New Energy plans to issue convertible bonds to raise no more than 1.24 billion yuan [1] Group 2 - Hengdian Film and Television may apply for a trading suspension if its stock price continues to rise abnormally [1] - Kangda New Materials' subsidiary plans to invest in a project with an annual output of 30,000 tons of polyarylether [1] - Zhongchuan Hanguang plans to build a comprehensive materials park [1] - Huichuan Technology expects a net profit growth of 16%-26% for 2025 [1] - Yutong Technology plans to acquire 51% of Huayan Technology [1] - Weilan Bio's subsidiary plans to acquire 50% equity of Aidi Meng Weilan for 47 million yuan [1] - Kaiying Network has repurchased 2.061 million shares for the first time [2] - Wushang Group's Dazhi Yintai plans to reduce holdings by no more than 3% [2] - Newhan New Materials plans to raise no more than 1 billion yuan for an annual production of 8,100 tons of high-performance resin [2]

（记者 曾健辉） 每经AI快讯，恺英网络2月10日晚间发布公告称，2026年2月10日，公司以集中竞价交易方式首次回购 股份，回购股份数量约206万股，占公司总股本的0.1%，其中，最高成交价为24.58元/股，最低成交价 为23.78元/股，成交总金额约为4998万元，本次回购符合相关法律法规的要求，符合既定的回购方案。 每经头条（nbdtoutiao）——10倍价差刷屏！"外国人来华就医"火了，三位亲历者这样说⋯⋯ ...

格隆汇2月10日丨恺英网络(002517.SZ)公布，2026年2月10日，公司以集中竞价交易方式首次回购股 份，回购股份数量206.1万股，占公司总股本的0.10%，其中，最高成交价为24.58元/股，最低成交价为 23.78元/股，成交总金额为4997.97万元（不含交易费用），本次回购符合相关法律法规的要求，符合既 定的回购方案。 ...

恺英网络公告，2026年2月10日，公司以集中竞价交易方式首次回购股份，回购股份数量206.1万股，占 公司总股本的0.10%，其中，最高成交价为24.58元/股，最低成交价为23.78元/股，成交总金额为4997.97 万元（不含交易费用）。 ...

格隆汇2月10日丨恺英网络(002517.SZ)公布，2026年2月10日，公司以集中竞价交易方式首次回购股 份，回购股份数量206.1万股，占公司总股本的0.10%，其中，最高成交价为24.58元/股，最低成交价为 23.78元/股，成交总金额为4997.97万元（不含交易费用），本次回购符合相关法律法规的要求，符合既 定的回购方案。 ...