（来源：淘金ETF） 1. 中文在线（300364） 总部位于北京，主营业务为数字阅读、IP运营及影视制作，是国内数字内容龙头企业。在文生视频领 域，公司依托海量IP储备与AI技术，打造"AI+内容"生态。旗下"万卷AI"可将文字、剧本快速转化为视 频素材，覆盖短剧、动漫等场景，降低内容制作门槛。随着Sora等技术落地，公司IP变现效率有望提 升，同时布局海外市场，与OpenAI等合作探索多模态内容生成，在文生视频商业化中具备先发优势。 业绩方面，公司持续推进AI技术落地，数字内容业务保持稳定增长，AI相关产品已逐步贡献收入，未 来随着文生视频需求爆发，业绩弹性值得期待。 2. 捷成股份（300182） 总部位于北京，主营业务为影视版权运营、音视频技术服务及数字内容制作，是国内影视版权运营龙 头。文生视频技术为其版权二次开发提供新路径，公司可利用AI将影视片段、剧本转化为短视频、AI 漫剧等内容，提升版权复用价值。同时，公司布局AI视频生成工具，为影视制作、广告营销等行业提 供技术支持，在文生视频赋能传统影视产业方面具备独特优势。业绩方面，公司版权运营业务保持稳 定，AI相关布局逐步落地，未来随着文生视频商业 ...

证券之星消息，2月4日教育板块较上一交易日下跌0.26%，创业黑马领跌。当日上证指数报收于4102.2， 上涨0.85%。深证成指报收于14156.27，上涨0.21%。教育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) | | --- | --- | --- | --- | --- | --- | | 300338 | ST开元 | 3.85 | 5.48% | 19.70万 | 7493.25万 | | 600636 | *ST国化 | 8.78 | 1.27% | 4.07万 | 3574.64万 | | 003032 | *ST传智 | 6.43 | 1.26% | 3.02万 | 1932.32万 | | 300010 | 豆神教育 | 7.15 | 0.99% | 77.39万 | 5.50亿 | | 605098 | 行动教育 | 45.74 | 0.75% | 6609.0 | 3016.19万 | | 300359 | 全通教育 | 5.70 | 0.35% | 11.25万 | 6358.48万 | | 002093 | 国脉科技 | ...

Investment Rating - The report assigns an "Accumulate" rating for the industry [4]. Core Insights - The upcoming Spring Festival is expected to see record-high passenger transport volumes in civil aviation [2]. - The report highlights optimism for travel-related sectors, including hotels, duty-free shops, and scenic spots, due to improved vacation policies and anti-monopoly measures in online travel agencies (OTAs) [4]. - The report suggests selecting short-term outperformers in the gold market, as the recent surge in gold prices may be ending [4]. - AI applications and undervalued new consumption sectors are also recommended for investment [4]. Industry Updates - The State Council issued a plan to accelerate the cultivation of new growth points in service consumption, urging local governments to enhance policy design and support measures [4]. - As of January 29, 2026, domestic flight ticket bookings for the Spring Festival exceeded 7.16 million, with a daily average increase of approximately 16% year-on-year [4]. - Retail sector insights indicate a 3% to 5% contraction in China's personal luxury goods market in 2025, showing signs of recovery compared to a significant decline in 2024 [4]. Company Performance Forecasts - Cai Bai Co. expects a net profit of 1.06 billion to 1.23 billion RMB for 2025, representing a year-on-year increase of 47.43% to 71.07% [4]. - Lai Shen Tong Ling anticipates a turnaround with a projected net profit of 58 million RMB for 2025, compared to a loss of 184 million RMB in the previous year [4]. - Yu Garden Co. forecasts a net loss of approximately 4.8 billion RMB for 2025, a significant decline from a profit of 125 million RMB in the previous year [4]. - The report includes various companies with "Accumulate" ratings, such as Zhou Dafu, Cai Bai Co., and others, with detailed profit forecasts and valuation metrics [5].

证券代码：300010 证券简称：豆神教育 公告编号：2026-001 豆神教育科技（北京）股份有限公司 关于公司诉讼的进展公告 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、误导性陈述或者重大遗漏。 二、本次诉讼事项进展情况 公司于近日收到河北省张家口市中级人民法院送达的《民事判决书》（2025） 冀07民初6号，判决如下： 驳回原告豆神教育科技（北京）股份有限公司的全部诉讼请求。 案件受理费590,368.16元、保全费5,000元，由原告豆神教育科技（北京）股 份有限公司负担。 重要内容提示： 1、公司所处的当事人地位：原告； 2、涉及金额：人民币109,713,632.93元； 3、对公司损益产生的影响：基于判决结果，公司将根据有关会计准则的要 求进行相应的会计处理，具体影响以公司后续财务核算结果为准。 一、本次诉讼的基本情况 豆神教育科技（北京）股份有限公司（以下简称"公司"）因债权债务概括 转移合同纠纷向张家口智云教育云科技平台运营有限公司、智云信息产业发展有 限公司、慧云新科技股份有限公司提起诉讼。审理期间，张家口丰泰股权投资基 金有限公司及张家口思学教育科技合伙企业 ...

| 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300010 | 豆神教育 | 5021.06万 | 5.23% | -1642.66万 | -1.71% | -3378.40万 | -3.52% | | 600730 | 中国高科 | 2569.64万 | 9.58% | -241.40万 | -0.90% | -2328.24万 | -8.68% | | 300359 | 全通教育 | 526.57万 | 4.72% | -339.85万 | -3.04% | -186.72万 | -1.67% | | 002607 | 中公教育 | 523.90万 | 0.61% | -2598.82万 | -3.01% | 2074.92万 | 2.40% | | 600661 | 昂立教育 | 167.71万 | 1.57% | 770.45万 | 7.22% | -938.16万 | -8.79% | | 605098 ...

| 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600661 | 昂立教育 | 1731.05万 | 20.71% | -366.37万 | -4.38% | -1364.68万 | -16.32% | | 600880 博瑞传播 | | 1408.57万 | 3.16% | 368.21万 | 0.83% | -1776.78万 | -3.98% | | 600730 中国高科 | | 1175.69万 | 4.37% | 575.88万 | 2.14% | -- - 1751.58万 | -6.51% | | 003032 | *ST传智 | -111.11万 | -2.67% | -69.85万 | -1.68% | 180.96万 | 4.35% | | 605098 行动教育 | | -165.45万 | -4.46% | 135.95万 | 3.67% | 29.50万 | 0.80% | | 603377 ...

Market Overview - The education sector increased by 0.38% on January 27, with Kevin Education 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] Individual Stock Performance - Kevin Education (002659) closed at 6.80, up 4.62%, with a trading volume of 898,000 shares and a transaction value of 614 million yuan [1] - Zhonggong Education (002607) closed at 2.98, up 2.41%, with a trading volume of 2.93 million shares and a transaction value of 867 million yuan [1] - ST Kaiyuan (300338) closed at 3.60, up 2.27%, with a trading volume of 136,600 shares and a transaction value of 49.43 million yuan [1] - Other notable performances include BoRui Communication (600880) at 6.09, up 1.16%, and DouShen Education (300010) at 7.53, up 0.94% [1] Capital Flow Analysis - The education sector saw a net inflow of 25.29 million yuan from institutional investors, while retail investors experienced a net outflow of 72.54 million yuan [2] - The overall net inflow from speculative funds was 47.25 million yuan [2] Detailed Capital Flow for Selected Stocks - Zhonggong Education had a net inflow of 85.63 million yuan from institutional investors, while retail investors had a net outflow of 61.83 million yuan [3] - Kevin Education experienced a net inflow of 63.58 million yuan from institutional investors, with a significant retail outflow of 93.13 million yuan [3] - ST Kaiyuan had a minor net inflow of 2.81 million yuan from institutional investors, with retail investors also experiencing a net outflow [3]

Market Overview - The education sector experienced a decline of 2.45% on January 26, with China High-Tech 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] Individual Stock Performance - Notable performers included: - Chuangye Heima (300688) with a closing price of 32.56, up 2.88% and a trading volume of 201,700 shares, totaling 662 million yuan [1] - ST Guohua (600636) closed at 9.51, up 0.53% with a trading volume of 50,600 shares, totaling 47.77 million yuan [1] - Conversely, China High-Tech (600730) saw a significant drop of 6.00%, closing at 10.50 with a trading volume of 420,400 shares, totaling 452 million yuan [2] - Other notable declines included: - Kede Education (300192) down 4.52% to 21.75 [2] - Dongshi ST (603377) down 0.51% to 3.91 [1] Capital Flow Analysis - The education sector experienced a net outflow of 441 million yuan from institutional investors, while retail investors saw a net inflow of 377 million yuan [2] - The capital flow for individual stocks showed: - Chuangye Heima had a net outflow of 51.57 million yuan from institutional investors [3] - ST Guohua experienced a net outflow of 4.60 million yuan from institutional investors [3] - Kede Education had a net inflow of 4.29 billion yuan from retail investors [2]

沪指1月26日下跌0.09%，申万所属行业中，今日上涨的有10个，涨幅居前的行业为有色金属、石油石 化，涨幅分别为4.57%、3.18%。跌幅居前的行业为国防军工、汽车，跌幅分别为4.47%、2.31%。社会 服务行业位居今日跌幅榜第三。 社会服务行业资金流向排名 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002607 | 中公教育 | -3.64 | 5.61 | -15404.88 | | 002707 | 众信旅游 | -5.49 | 8.18 | -11264.17 | | 300010 | 豆神教育 | -4.36 | 8.33 | -10522.70 | | 600730 | 中国高科 | -6.00 | 7.17 | -8013.34 | | 000796 | 凯撒旅业 | -3.03 | 5.15 | -7669.68 | | 300012 | 华测检测 | -2.17 | 3.51 | -6328.20 | | 300144 | 宋城演艺 | -1.30 | 2.04 | ...

Market Overview - The education sector increased by 1.03% on January 23, with BoRui Communication leading the gains [1] - The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1] Individual Stock Performance - BoRui Communication (600880) closed at 6.15, up 4.59% with a trading volume of 814,600 shares [1] - Chuangye Yaoma (300688) closed at 31.65, up 2.26% with a trading volume of 144,100 shares [1] - Kevin Education (002659) closed at 6.56, up 1.86% with a trading volume of 287,200 shares [1] - DouShen Education (300010) closed at 7.80, up 1.69% with a trading volume of 1,067,700 shares [1] - ZhongGong Education (002607) closed at 3.02, up 1.34% with a trading volume of 2,164,700 shares [1] - All other stocks in the education sector showed varying degrees of increase, with some experiencing minor gains [1] Capital Flow Analysis - The education sector saw a net outflow of 92.64 million yuan from institutional investors and 38.61 million yuan from retail investors, while individual investors had a net inflow of 131 million yuan [2] - The detailed capital flow for individual stocks indicates varying levels of net inflow and outflow among different companies [3] Detailed Capital Flow for Selected Stocks - Chuangye Heima (300688) had a net outflow of 23.01 million yuan from institutional investors, while individual investors contributed a net inflow of 775,330 yuan [3] - Kevin Education (002659) experienced a net inflow of 5.38 million yuan from institutional investors [3] - ZhongGong Education (002607) had a slight net outflow from institutional investors but a net inflow from individual investors [3] - Other stocks like ST Kaiyuan (300338) and ST Dongshi (603377) showed significant net outflows from institutional investors but had some net inflows from individual investors [3]