定档 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 陈筱(分析师) | 021-38675863 | chenxiao@gtht.com | S0880515040003 | | 李瑶(分析师) | 021-23185669 | liyao6@gtht.com | S0880525120001 | | 陈俊希(分析师) | 021-38032025 | chenjunxi@gtht.com | S0880520120009 | | 杨昊(分析师) | 021-38032025 | yanghao4@gtht.com | S0880524020001 | | 陈星光(分析师) | 021-23219104 | chenxingguang@gtht.com | S0880525040043 | | 孙小雯(分析师) | 021-23154120 | sunxiaowen@gtht.com | S0880525040021 | 本报告导读： DeepSeek 发布新模型，图像识别能力大幅提升；春节档电影持续定档。 投资要点： [ ...

证券代码：300002 证券简称：神州泰岳 公告编号：2026-002 北京神州泰岳软件股份有限公司 关于全资子公司与大唐半导体有关诉讼再审的进展公告 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。 特别提示： 二、案件进展情况 大唐半导体目前已被吸收合并注销，诉讼主体资格已由大唐投资控股发展 （上海）有限公司（以下简称"大唐发展"）承继，其向北京市高级人民法院重新 提交再审申请书，并变更了再审请求。近日，公司陆续收到北京市高级人民法院 送达的《再审申请书》，主要内容如下： 1.案件所处的诉讼（仲裁）阶段：再审立案审查阶段。 2.上市公司所处的当事人地位：被申请人（一审原告、二审被上诉人）。 3.涉案的金额：不适用。 4.对上市公司损益产生的影响：本次案件尚处于再审立案审查阶段，是否符 合再审立案条件尚需北京市高级人民法院审查后裁定，目前暂无法预计对公司本 期或期后利润的影响。公司将密切关注案件的进展情况并及时履行信息披露义务， 敬请广大投资者注意投资风险。 一、本次诉讼事项的基本情况 2025年12月，北京神州泰岳软件股份有限公司（以下简称"公司"）陆续收到 ...

证券代码：300002 证券简称：神州泰岳 公告编号：2026-001 北京神州泰岳软件股份有限公司 关于 2023 年员工持股计划股份出售完毕的公告 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。 北京神州泰岳软件股份有限公司（以下简称"公司"）2023 年员工持股计划 （以下简称"本次员工持股计划"）所持有的公司股份已全部出售完毕。根据《关 于上市公司实施员工持股计划试点的指导意见》《深圳证券交易所上市公司自律 监管指引第 2 号－创业板上市公司规范运作》等相关规定，现将相关情况公告如 下： 1.截至 2026 年 1 月 29 日，本次员工持股计划所持有的 9,407,825 股公司股 份已全部出售完毕。公司实施本次员工持股计划期间，严格遵守市场交易规则， 遵守中国证监会、深圳证券交易所关于信息敏感期不得买卖公司股票的规定，不 存在利用内幕信息进行交易的情形。 2.根据《北京神州泰岳软件股份有限公司 2023 年员工持股计划（草案）》 的相关规定，后续将进行相关资产的清算，并按持有人持有的份额进行分配，完 成分配后本次员工持股计划将终止，届时公司将按照相 ...

资料显示，北京神州泰岳软件股份有限公司位于北京市朝阳区北苑路甲13号院1号楼22层，成立日期 2001年5月18日，上市日期2009年10月30日，公司主营业务涉及运营商业务、物联网与通信、人工智能 与大数据、手机游戏及创新业务等。主营业务收入构成为：游戏75.53%，AI/ICT运营管理19.89%，物 联网/通讯2.04%，创新服务1.99%，其他(补充)0.55%。 从基金十大重仓股角度 数据显示，招商基金旗下1只基金重仓神州泰岳。招商体育文化休闲股票A（001628）四季度增持13.4万 股，持有股数88.36万股，占基金净值比例为3.85%，位居第六大重仓股。根据测算，今日浮盈赚取约 54.78万元。 招商体育文化休闲股票A（001628）成立日期2015年8月18日，最新规模1.83亿。今年以来收益 18.98%，同类排名213/5549；近一年收益48.27%，同类排名1600/4285；成立以来收益127.6%。 招商体育文化休闲股票A（001628）基金经理为文仲阳。 截至发稿，文仲阳累计任职时间5年255天，现任基金资产总规模11.8亿元，任职期间最佳基金回报 72.69%， 任职期间最差 ...

Investment Rating - The report maintains a "Buy" rating for the industry, indicating a positive outlook for the sector's performance [5][29]. Core Insights - The report highlights the significant growth in AI applications, with OpenAI's annual recurring revenue (ARR) expected to exceed $20 billion by 2025, driven by advancements in computing power and product commercialization [3][26]. - The gaming sector shows strong performance, with top mobile games achieving high download numbers and revenue rankings, indicating robust consumer engagement [2][17]. - The film industry is experiencing a resurgence, with a total box office of 304 million yuan in the last week, and several films scheduled for release during the upcoming Spring Festival [22][24]. Market Performance - From January 19 to January 25, 2026, the media industry (Shenwan) increased by 1.98%, outperforming the Shanghai Composite Index, which rose by 0.84% [12]. - Within the media sector, advertising and marketing led the gains with a 6.05% increase, while digital media saw a decline of 3.96% [12][16]. Industry Key Data AI Applications - For the week of January 12 to January 18, 2026, the estimated iOS downloads for major AI applications were as follows: Deepseek at 238,700, Doubao at 2,100,900, Tencent Yuanbao at 807,000, and Qianwen Qimai at 1,233,700, with respective week-over-week changes of -14.52%, +0.87%, +2.27%, and +15.66% [2][17]. - The weekly token usage on the OpenRouter platform was 7.50 trillion, showing a slight decrease of 1.96% [2][17]. Gaming Data - The top five mobile games on iOS as of January 24, 2026, were "Honor of Kings," "Peacekeeper Elite," "Crossfire: Gunfight King," "Endless Winter," and "Arknights: End of the World," with "Arknights" achieving over 30 million downloads globally [2][19]. - Upcoming game releases include "Survival 33 Days" by 37 Interactive Entertainment, scheduled for February 15, and "EVE," an AI companion product by a company invested in by Kying Network, expected to launch on March 14 [21][26]. Film Data - The total box office for domestic films reached 304 million yuan, with "Return to Silent Hill" leading the weekly box office at 66.06 million yuan, accounting for 21.7% of the total [22][23]. - Four films have been scheduled for the Spring Festival, including "Fast Life 3" and "Silent Awakening" [24]. Investment Recommendations - The report recommends focusing on themes such as AI applications and cultural exports, with particular attention to sub-sectors like gaming, IP, short dramas, marketing, and publishing. Specific companies highlighted for investment include Giant Network, Kying Network, Perfect World, 37 Interactive Entertainment, Century Huatong, and others [3][27].

Investment Rating - The report maintains a "Buy" rating for the industry, indicating a positive outlook for the sector's performance [5][29]. Core Insights - The report highlights the significant growth in AI applications, with OpenAI's annual recurring revenue (ARR) expected to exceed $20 billion by 2025, driven by advancements in computing power and product commercialization [3][26]. - The gaming sector shows strong performance, with top mobile games achieving high download numbers and revenue rankings, indicating robust consumer engagement [2][17]. - The film industry is experiencing a resurgence, with a total box office of 304 million yuan in the week of January 19-25, 2026, and several films scheduled for release during the upcoming Spring Festival [22][23]. Summary by Sections Market Performance - From January 19 to January 25, 2026, the media industry (Shenwan) increased by 1.98%, outperforming the Shanghai Composite Index, which rose by 0.84% [12]. - The advertising and marketing sector led the gains with a 6.05% increase, while digital media saw a decline of 3.96% [12][16]. Key Industry Data AI Application Data - For the week of January 12-18, 2026, the estimated iOS downloads for major AI applications showed varied performance, with Deepseek down by 14.52% and Tencent's Yuanbao up by 2.27% [2][17]. - The weekly token usage on the OpenRouter platform was 7.50 trillion, reflecting a slight decrease of 1.96% [2][17]. Gaming Data - The top five mobile games on iOS as of January 24, 2026, included "Honor of Kings" and "Peacekeeper Elite," with "Tomorrow's Ark: The End of Days" entering the top five shortly after its release [2][19]. - Upcoming game releases include "Survival 33 Days" set for February 15 and "EVE," an AI companion app, expected to launch on March 14 [21][26]. Film Data - The total box office for domestic films reached 304 million yuan, with "Return to Silent Hill" leading the week with a box office of 66.06 million yuan [22][23]. - Four films have been scheduled for the Spring Festival, indicating a strong pipeline for theatrical releases [22][23]. Investment Recommendations - The report recommends focusing on themes such as AI applications and cultural exports, with specific attention to sub-sectors like gaming, IP, short dramas, marketing, and publishing [3][27]. - Notable companies to watch include Giant Network, Perfect World, and Kuaishou, among others [3][27].

Investment Rating - The report assigns an "Accumulate" rating for the cultural communication industry [1]. Core Insights - The upcoming launch of ChatGPT advertisements and the significant growth of Kuaishou's Keling AI, which has surpassed 12 million monthly active users, indicate a rapid commercialization of AI applications [3][6]. - The report highlights the continuous iteration of Keling AI's products, which has contributed to its user growth and revenue increase, with a monthly revenue exceeding 20 million USD in December 2025 [12][15]. - The report emphasizes the potential for innovative advertising models and content creation in the AI sector, suggesting a favorable outlook for both consumer and business applications [15]. Summary by Sections Industry Overview - The media index increased by 1.9756% from January 16 to January 23, 2026, outperforming the Shanghai and Shenzhen 300 index, which decreased by 0.62% [16]. - The report recommends focusing on vertical segments with high growth potential, listing companies such as Kailing Network, 37 Interactive Entertainment, and Perfect World as key investment targets [16]. AI Developments - OpenAI's advertisement testing is limited to adult users in the U.S. using the free version or the new "ChatGPT Go" subscription, ensuring that paid users and minors do not see ads [6][9]. - The advertisement model will charge based on impressions (CPM), differentiating it from traditional click-based models [7]. Keling AI Performance - Keling AI's monthly active users reached over 12 million as of January 2026, driven by product updates and features like motion control [12][15]. - The app ranked first in download charts in multiple countries and saw a 350% increase in paid users month-over-month [15]. Market Trends - The report notes a strong demand for AI applications in both consumer and business sectors, with expectations for innovative advertising and content creation models [15]. - The report suggests that the gaming and entertainment sectors are likely to benefit from advancements in AI technology, with a focus on new content formats and user engagement strategies [15].

1月23日，神州泰岳盘中上涨2.27%，截至11:24，报12.62元/股，成交4.86亿元，换手率2.11%，总市值 248.26亿元。 责任编辑：小浪快报 神州泰岳所属申万行业为：传媒-游戏Ⅱ-游戏Ⅲ。所属概念板块包括：在线教育、教育信息化、AI应用 （智能体）、智慧政务、ChatGPT概念等。 截至1月20日，神州泰岳股东户数10.62万，较上期减少5.08%；人均流通股17359股，较上期增加 5.35%。2025年1月-9月，神州泰岳实现营业收入40.68亿元，同比减少9.86%；归母净利润7.24亿元，同 比减少33.77%。 分红方面，神州泰岳A股上市后累计派现12.97亿元。近三年，累计派现3.72亿元。 机构持仓方面，截止2025年9月30日，神州泰岳十大流通股东中，华夏中证动漫游戏ETF（159869）位 居第一大流通股东，持股5645.99万股，相比上期增加965.14万股。易方达创业板ETF（159915）位居第 三大流通股东，持股4023.93万股，相比上期减少665.10万股。南方中证500ETF（510500）位居第七大 流通股东，持股2857.41万股，相比上期减少58.81万 ...

证券日报网讯 1月22日，神州泰岳在互动平台回答投资者提问时表示，截至2026年1月20日，神州泰岳 股东人数为106239户。 （文章来源：证券日报） ...

证券之星消息，1月22日游戏板块较上一交易日上涨0.0%，名臣健康领涨。当日上证指数报收于4122.58，上涨0.14%。深证成指报收于14327.05， 上涨0.5%。游戏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) | | | --- | --- | --- | --- | --- | --- | --- | | 002919 | 名臣健康 | 26.91 | 6.41% | 15.04万 | | 3.98亿 | | 300113 | 顺网科技 | 22.20 | 2.35% | 25.57万 | | 5.63亿 | | 603258 | 电魂网络 | 19.32 | 1.95% | 3.42万 | | 6562.03万 | | 600715 | 文投控股 | 2.27 | 1.79% | 43.37万 | | 9778.37万 | | 300459 | 汤姆猫 | 5.28 | 1.73% | 194.19万 | | 10.24亿 | | 300418 | 昆仑万维 | 53.45 | 1.64% | 67.89万 | | 36.32亿 | | 3 ...