Group 1 - The AIGC concept stocks in the A-share market experienced a significant decline today, with most stocks showing negative performance after a period of activity [1] - Notable declines include Huace Film & TV down over 10%, Banachain down over 9%, and Xinhua Net, Guangdong Media, and Ingravity Media down over 8% [1] - Other companies such as Wanxing Technology, Xuan Ya International, and Zhongwen Online also saw declines of over 6% [1] Group 2 - Specific stock performance includes Huace Film & TV with a decline of 10.33% and a total market value of 19 billion [2] - Banachain decreased by 9.29% with a market value of 8.458 billion, while Xinhua Net fell by 8.81% with a market value of 16.8 billion [2] - Guangdong Media and Ingravity Media reported declines of 8.77% and 8.24%, with market values of 14 billion and 7.742 billion respectively [2]

北京市东城区建国门内大街 26 号新闻大厦 7 层、8 层 电话：010-88004488/66090088 传真：010-66090016 邮编：100005 北京国枫律师事务所 关于广东天龙科技集团股份有限公司 2026 年第一次临时股东会的 法律意见书 国枫律股字[2026]A0052 号 一、本次会议的召集、召开程序 致：广东天龙科技集团股份有限公司（贵公司） 北京国枫律师事务所（以下简称"本所"）接受贵公司的委托，指派律师出席并见 证贵公司 2026 年第一次临时股东会（以下简称"本次会议"）。 本所律师根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共和 国证券法》（以下简称"《证券法》"）、《上市公司股东会规则》（以下简称"《股东会规则》"）、 《律师事务所从事证券法律业务管理办法》（以下简称"《证券法律业务管理办法》"）、《律 师事务所证券法律业务执业规则（试行）》（以下简称"《证券法律业务执业规则》"）等 相关法律、行政法规、规章、规范性文件及《广东天龙科技集团股份有限公司章程》（以 下简称"《公司章程》"）的规定，就本次会议的召集与召开程序、召集人资格、出席会 议人员资格 ...

证券代码：300063 证券简称：天龙集团 公告编号：2026-012 广东天龙科技集团股份有限公司 2026 年第一次临时股东会决议公告 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。 一、重要提示 1、本次股东会以现场投票和网络投票相结合的方式召开； 2、本次股东会无新增提案、无变更提案、无否决提案的情形； 3、为尊重中小投资者，提高中小投资者对公司股东会决议的重大事项的参 与度，本次股东会审议影响中小投资者利益的重大事项时，对中小投资者的表决 单独计票，中小投资者是指单独或者合计持有本公司5%以上股份的股东、公司 董事、高级管理人员以外的其他股东。 二、会议通知情况 三、会议召开情况 公司2026年第一次临时股东会股权登记日为2026年2月2日（星期一），现场 会议于2026年2月9日（星期一）下午14:30于广东省肇庆市金渡工业园天龙大厦 16楼广东天龙科技集团股份有限公司会议室召开；通过深圳证券交易所交易系统 进行网络投票的具体时间为：2026年2月9日上午9:15~9:25、9:30~11:30，下午 13:00~15:00；通过深圳证券交易所互联 ...

Summary of the Conference Call on AI Annual Report Analysis Industry Overview - The conference focused on the analysis and outlook of AI annual reports, particularly in the TMT (Technology, Media, and Telecommunications) sector, with a specific emphasis on domestic and international AI companies [1][2][4]. Key Points and Arguments General Market Sentiment - The period from October 31 to March is characterized as a performance vacuum, where the focus is on thematic investments rather than immediate earnings results [2][3]. - The spring market is expected to see a resurgence, with significant activity anticipated around March [3][4]. North American Companies - North American companies, particularly those involved in AI and cloud computing, have reported earnings that exceeded expectations, indicating strong capital expenditure in AI [4][6]. - Companies like Microsoft and Meta have shown robust spending on AI infrastructure, reflecting a positive outlook for the sector [4][6]. - Despite some domestic companies underperforming, their stock prices have rebounded, suggesting that market sentiment is more focused on thematic trends rather than immediate earnings [5][6]. Domestic AI Companies - Domestic AI companies are experiencing a supply-demand imbalance, with strong demand for AI-related products and services, despite some companies reporting earnings below expectations [6][7]. - The industry is characterized by a shortage of materials and components, which is driving prices up and creating a favorable environment for growth [6][7][10]. Future Growth Projections - There is a consensus that the growth trajectory for AI companies will continue to be strong, with expectations for significant growth in 2026 and beyond [8][9]. - Many companies are currently undervalued, trading at price-to-earnings (P/E) ratios between 15x to 20x, which presents a potential investment opportunity [8][9]. Specific Company Insights - Companies like Wan, Tianfu Communication, and others are highlighted for their potential despite recent earnings misses, as the overall industry outlook remains positive [4][6][7]. - The demand for GPUs and AI chips is expected to remain high, with domestic companies like Cambrian facing challenges but still showing potential for recovery [9][10]. Application and Innovation - The conference emphasized the importance of AI applications, particularly in gaming and media, with companies like Tencent and ByteDance leading the charge [14][15]. - The emergence of AI-driven applications is seen as a significant growth area, with expectations for increased investment and innovation in this space [14][15]. Regulatory and Market Concerns - There are concerns regarding potential regulatory impacts on the gaming industry, but these are largely viewed as unfounded and not likely to affect the overall market significantly [15][16]. - The market is currently experiencing volatility, but analysts suggest that this presents buying opportunities for fundamentally strong companies [21][22]. Additional Important Insights - The conference highlighted the importance of monitoring capital expenditure trends among major tech companies, as this will influence the demand for AI infrastructure and services [36][37]. - The potential for new technologies, such as diamond-based cooling materials for semiconductors, was discussed as a future growth area [24][25]. - Analysts recommend focusing on companies with strong fundamentals and growth potential, particularly in the AI and semiconductor sectors, as the market continues to evolve [22][23][39].

Market Overview - On February 2, the trading volume of the Shanghai and Shenzhen stock markets was 2.58 trillion yuan, a decrease of 250.8 billion yuan compared to the previous trading day [1] - The precious metals and non-ferrous metals sectors experienced a significant decline, while the electric grid equipment and liquor sectors saw notable gains [1] Stock Performance - Notable gainers included: - STR (+5.19% to 2.23 yuan) with a trading volume of 3.49% [2] - *ST Huqing (+5.03% to 8.14 yuan) due to performance expectations and termination of equity transfer [2] - Huangtai Liquor (+9.98% to 17.52 yuan) driven by regional brand strength and shareholder increase [2] - Horizontal Film (+10.00% to 28.05 yuan) benefiting from the Spring Festival box office [2] - Wanfu Co. (+9.99% to 28.30 yuan) due to rising dye prices [2] Stock Declines - High-profile stocks facing declines included: - ST Jinglan with 6 consecutive gains [3] - Deep Technology (-10.00% to 29.24 yuan) due to a downturn in the storage chip sector and significant prior gains [14] - Kaipu Cloud (-20.00% to 195.84 yuan) with a projected net loss for 2025 [17] Institutional Trading - The top three net purchases on the daily leaderboard were: - Zhongchao Holdings with a net purchase of 512 million yuan [5] - Baobian Electric with a net purchase of 436 million yuan [5] - Shuangjie Electric with a net purchase of 308 million yuan [5] - The top three net sales were: - Deep Technology with a net sale of 251 million yuan [6] - Kaipu Cloud with a net sale of 192 million yuan [6] - Tianlong Group with a net sale of 187 million yuan [6] Sector Insights - Zhongchao Holdings is involved in commercial aerospace and high-temperature alloys, with strong demand for transformers and data center orders extending to 2027 [9] - Deep Technology's recent performance has been impacted by stricter customer audits from major storage manufacturers [14] - Kaipu Cloud's projected losses indicate a significant decline in profitability, with expectations of a 139% to 158% decrease in net profit [17]

Core Insights - The article discusses the emerging market of Generative Engine Optimization (GEO), which aims to enhance brand visibility in AI-generated responses, drawing parallels to the SEO era [1][2][3] - There is a growing concern among marketers about the effectiveness and legitimacy of GEO services, with many providers delivering minimal results, often just screenshots of AI search results [1][2][8] - The GEO market is experiencing rapid growth, with a reported market size of 4.2 billion yuan and a compound annual growth rate of 38% [17] Group 1: Market Dynamics - GEO services are being marketed as essential for brand survival in the AI era, with fears of "cyber disappearance" driving demand [2][8] - The pricing for GEO services has skyrocketed, with monthly fees for a single keyword reaching between 2,000 to 30,000 yuan, significantly higher than traditional SEO costs [8][10] - Many GEO service providers lack standardized pricing and often use deceptive practices to inflate costs, creating a chaotic pricing environment [9][10] Group 2: Service Delivery and Quality - The delivery of GEO services is often rudimentary, with clients receiving only a few screenshots and basic reports as proof of effectiveness [21][22] - There are concerns about the quality of content produced by GEO providers, with many relying on outdated SEO tactics such as keyword stuffing and content duplication [10][12] - Some GEO companies are using simplistic methods to generate content, which raises questions about the long-term sustainability and credibility of their services [10][11] Group 3: Competitive Landscape - The GEO market is characterized by a mix of players, including traditional SEO agencies adapting to the new landscape and tech-driven companies seeking to establish standards [26][29] - Companies like PureblueAI are attempting to differentiate themselves by using advanced algorithms to optimize brand visibility in AI outputs, contrasting with the more traditional methods employed by many competitors [25][26] - The competition is intensifying as brands recognize the importance of being featured in AI-generated content, leading to a rush to secure their positions in this new marketing frontier [29][33] Group 4: Future Trends - The shift towards AI-driven search and decision-making is reshaping consumer behavior, with users spending significantly more time on AI applications compared to traditional platforms [31][33] - As AI becomes a primary decision-making tool, brands must adapt their strategies to focus on specific value propositions rather than broad marketing approaches [34][36] - The ongoing evolution of AI algorithms suggests that companies relying on outdated tactics may face challenges as the technology matures and becomes more discerning [36][37]

证券代码：300063 证券简称：天龙集团 公告编号：2026-011 广东天龙科技集团股份有限公司 关于为子公司提供担保的进展公告 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。 一、担保情况概述 为了保持子公司在媒体端的信用额度和付款账期，提升子公司的资金使用效 率，广东天龙科技集团股份有限公司（以下简称"公司""天龙集团"）与公司 全资子公司北京品众互动网络营销技术有限公司（以下简称"北京品众"）、北 京品众创新互动信息技术有限公司（以下简称"品众创新"）、杭州品众互动商 务服务有限公司（以下简称"杭州品众"）、海南品众互动网络营销技术有限公 司（以下简称"海南品众"）以及天津巨量引擎信息技术有限公司（以下简称"巨 量引擎"）、重庆懂车族科技有限公司（以下简称"懂车族"）、武汉星图新视 界科技有限公司（以下简称"星图新视界"）签署了《保证合同》，天龙集团就 北京品众、品众创新、杭州品众、海南品众与巨量引擎、懂车族、星图新视界所 签署的系列商务协议项下，北京品众、品众创新、杭州品众、海南品众应当履行 的义务（包括但不限于服务费用的支付等）向巨量引擎、懂车族 ...

Core Viewpoint - The A-share market has seen a collective surge in "AI marketing (core stocks)" concept stocks, becoming one of the most prominent market themes, with companies like InSai Group, Zhejiang Wenlian, Tianlong Group, BlueFocus, Guangyun Technology, and Yidian Tianxia leading the charge. Company Summaries - **InSai Group (300781.SZ)**: Latest stock price is 54.18 CNY with a daily increase of +20.00%. The company has formed a joint venture with XinSuo Technology to launch a generative engine for reputation marketing and GEO optimization, supported by its self-developed InsightGPT for content production and distribution [1]. - **Zhejiang Wenlian (600986.SH)**: Latest stock price is 13.78 CNY with a daily increase of +9.98%. The company has released the "HochiGEO" intelligent agent to monitor mainstream AI search platforms and provide intelligent advertising and content distribution strategies across sectors like automotive and fast-moving consumer goods [2]. - **Tianlong Group (300063.SZ)**: Latest stock price is 6.13 CNY with a daily increase of +19.99%. The company has developed its own "PinXue·JianYou" AIGC tool matrix and AI engine, compatible with mainstream large models, enabling multi-modal material generation and intelligent advertising optimization [3]. - **BlueFocus (300058.SZ)**: Latest stock price is 8.00 CNY with a daily increase of +14.93%. The company has invested in PureblueAI, which focuses on GEO technology, quickly entering the generative engine optimization sector through model-driven content generation and distribution [4]. - **Guangyun Technology (688365.SH)**: Latest stock price is 9.80 CNY with a daily increase of +12.07%. The company offers products like "KuaiMai XiaoZhi" and "ShenHui MeiGong Robot," integrating multi-modal large models to provide comprehensive solutions for e-commerce customer service, shopping guidance, material generation, and advertising optimization [5]. - **Yidian Tianxia (301171.SZ)**: Latest stock price is 20.20 CNY with a daily increase of +9.69%. As a leader in cross-border marketing, the company has developed a GEO optimization framework compatible with overseas AI search platforms to enhance brand visibility in generative search results [6]. - **Lio Co., Ltd. (002131.SZ)**: Latest stock price is 2.39 CNY with a daily increase of +9.12%. The company has developed the LEOAIAD platform and unified model, leading the standardization of AIGC advertising materials and implementing MCP protocol tools [7]. - **Fushi Holdings (300071.SZ)**: Latest stock price is 3.14 CNY with a daily increase of +8.66%. The company has launched the FlinkAI full-link intelligent marketing platform and the Disi AI smart chain platform, covering multi-modal content generation, intelligent advertising, and digital marketing [8]. - **Zhidao Mai (300785.SZ)**: Latest stock price is 72.19 CNY with a daily increase of +8.20%. The company is advancing its "comprehensive AI" strategy by launching the "ZhiShu" AI full-domain content insight platform and other B-end marketing tools to empower content creation and data analysis [9]. - **Kunlun Wanwei (300418.SZ)**: Latest stock price is 37.60 CNY with a daily increase of +6.05%. The company’s DramaWave utilizes self-developed AI tools for batch generation of multi-language short video materials and intelligent advertising, establishing an "AI + marketing" growth cycle for overseas short drama marketing [10]. - **Yi Wang Yi Chuang (300792.SZ)**: Latest stock price is 19.21 CNY with a daily increase of +5.88%. As one of Alibaba's first AI Agent ecosystem partners, the company’s AI agents have been implemented in scenarios such as AI-generated images, content generation, and advertising optimization, while promoting SaaS subscription services [11]. - **Shengguang Group (002400.SZ)**: Latest stock price is 5.85 CNY with a daily increase of +6.05%. The company has developed the Lingxi AI marketing platform, integrating top large models to create vertical models covering full-link marketing, collaborating deeply with TikTok and Meta, serving over 300 benchmark clients [12]. - **Tianxia Xiu (600556.SH)**: Latest stock price is 6.15 CNY with a daily increase of +7.75%. The company has launched the AI product "Inspiration Island," leveraging AIGC to empower social media and short video content operations, enabling batch content generation, review, and digital IP creation [14].

从资金流向上来看，当日广告营销板块主力资金净流入59.16亿元，游资资金净流出33.63亿元，散户资金 净流出25.52亿元。广告营销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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300058 | 蓝色光标 | 28.98 Z | 10.60% | -17.17 Z | -6.28% | -11.81亿 | -4.32% | | 600986 浙文互联 | | 10.51亿 | 18.41% | -5.23 Z | -9.17% | -5.28 Z | -9.24% | | 300063 | 天龙集团 | 5.69亿 | 11.93% | -2.85 Z- | -5.98% | -2.83 Z- | -5.94% | | 300781 | 因害隻闭 | 4.21 乙 | 23.15% | -2.79 Z- | -15.32% | -1.43 乙 | -7.83% | | 002400 | ...

Group 1 - Tianlong Group (300063) saw a 20% surge in stock price, while BlueFocus Communication Group (300058) rose by 14.93%, and other companies like Hengdian Film and Television (603103) and Zhejiang Wenlian (600986) reached their daily limit [1] - Tianlong Group's performance forecast indicates an expected net profit attributable to shareholders of 100 million to 130 million yuan for 2025, representing a year-on-year growth of 53.44% to 99.48% [1] - The growth in Tianlong Group's net profit is attributed to enhanced operational service capabilities in the internet marketing sector, increased service fee income, and improved management efficiency leading to cost reduction [1] Group 2 - Wanlian Securities highlights that the development trends in the media industry for 2026 will focus on IP and AI as dual main lines, with a shift in consumer perception from "functional" to "emotional value" [2] - The application of AI across various sub-industries in media is driving a new phase of market development [2] - 华夏 Fund recommends using thematic indices like Media ETF Huaxia (516190.SH) for diversified and low-threshold investment opportunities, emphasizing its transparent holdings and high investment efficiency [2]