Company Announcements - Fenglong Co., Ltd. received a commitment from UBTECH not to inject assets into the company within 36 months after the acquisition, and the stock will resume trading on February 2 after the completion of a trading suspension investigation [2] - Jerry Holdings signed a sales contract for gas turbine generator sets with a total amount of 1.82 billion USD (approximately 12.65 billion RMB) for a data center application, marking the fourth such contract with a U.S. client since November 2025 [3] - Aoxin plans to invest 1.82 billion RMB in a high-end printed circuit board project, which aims to enhance product competitiveness and meet the growing demand in various sectors [3] Shareholder Changes - Yanzhou Coal Mining Company intends to transfer 100% equity of its wholly-owned subsidiary Xintai Coal [4] - GoerTek increased its share repurchase fund from a minimum of 5 billion RMB to a minimum of 10 billion RMB, with a maximum of 15 billion RMB [4][5] Business Performance - China Mobile and China Telecom will be affected by the adjustment of the VAT tax category for telecom services, which will impact their revenue and profits [3][5] - Leshan Electric Power reported a year-on-year net profit growth of 3.68% for 2025 [5] Stock Price Movements - Jiamei Packaging's stock price surged by 408.11% from December 17, 2025, to January 23, 2026, leading to a trading suspension for investigation, with the stock resuming trading on February 2 [5] - Hunan Gold's stock experienced significant trading fluctuations, with uncertainty regarding the future market price of its gold products [7] - Hongbaoli's epoxy propylene comprehensive technology transformation project has entered the pre-production preparation stage, although there is uncertainty regarding the timeline for producing qualified products [8] Other News - Fushi Holdings' actual controller and chairman Chen Yongliang has been detained [9] - ST United received a notice from the Shanghai Stock Exchange to suspend the review of its application due to the need to update financial documents [9]

Company Announcements - Fenglong Co., Ltd. received a commitment from UBTECH not to inject assets into the company within 36 months after the acquisition, and the stock will resume trading on February 2 after the completion of the suspension investigation [2] - Jereh Group signed a sales contract for gas turbine generator sets worth 1.82 billion USD (approximately 12.65 billion RMB) with a U.S. client, marking the fourth such contract since November 2025 [4] - China Mobile announced that the adjustment of the VAT tax category for telecom services from 6% to 9% will impact the company's revenue and profits starting January 1, 2026 [5] - Aoshikan plans to invest 1.82 billion RMB in a high-end printed circuit board project, aiming to enhance product competitiveness and meet the growing demand in various markets [6] - Yanzhou Coal Mining Company intends to publicly transfer 100% equity of its wholly-owned subsidiary, Xin Tai Coal, with a base price of 670 million RMB [7] Share Buybacks and Changes - GoerTek increased its share buyback fund from a minimum of 500 million RMB to a minimum of 1 billion RMB, with a maximum of 1.5 billion RMB [8] - Quzhou Dongfeng's controlling shareholder proposed a share buyback plan of 50 million to 100 million RMB for employee stock ownership plans [9] - Chipone Technology's major shareholder plans to reduce its stake by up to 1.95% through block trades [11] Operational and Performance Updates - China Telecom and China Unicom both reported that the VAT adjustment will affect their revenues and profits starting January 1, 2026 [12][13] - Leshan Electric Power announced a net profit increase of 3.68% for the fiscal year 2025, with total revenue of 3.395 billion RMB, reflecting a 6.24% year-on-year growth [14] Stock Price Movements - Jiamei Packaging's stock price surged by 408.11% from December 17, 2025, to January 23, 2026, leading to a suspension for investigation, with the stock resuming trading on February 2 [15] - Tiandi Online confirmed that its operations are normal and there are no undisclosed significant matters after experiencing abnormal stock price fluctuations [16] - Hunan Gold expressed uncertainty regarding the future market prices of its gold products, which have recently seen significant increases [17] - Hongbaoli's epoxy propylene comprehensive technology renovation project has entered the pre-production preparation stage, although there is uncertainty regarding the timeline for producing qualified products [19] Other Notable Events - Fushi Holdings' actual controller and chairman, Chen Yongliang, has been detained, but the company's operations remain normal [20] - ST United received a notice from the Shanghai Stock Exchange to suspend the review of its application due to outdated financial documents [21]

每经记者｜蔡鼎 每经编辑｜董兴生 福石控股（SZ300071，股价7.23元，市值69.69亿元）2月1日晚间公告称，公司近日收到国家某监察委 员会签发的留置通知书，公司实控人、董事长兼总经理陈永亮被实施留置。截至本公告披露日，公司未 被要求协助调查。公司其他董事和高级管理人员均正常履职，公司控制权未发生变化，董事会运作正 常，生产经营管理情况正常，上述事项未对公司正常生产经营产生重大影响。 福石控股公告还称，截至本公告披露日，公司尚未知悉上述事项的进展及结论，其将持续关注上述事项 的进展情况，并严格按照有关法律、法规和规范性文件的规定及时履行信披义务。《每日经济新闻》记 者注意到，就在1月19日，陈永亮作为主持人召开了福石控股2026年第一次临时股东会。 2020年9月便成为公司实控人 陈永亮与福石控股的渊源还要从数年前说起。 据福石控股2024年年报，陈永亮当年在公司领取的薪酬为132.95万元，相比2023年增加3.78万元。此 外，截至2025年上半年末，陈永亮持有福石控股855.26万股。 福石控股2025年业绩持续预亏 据福石控股2023年11月发布的董事会换届选举公告，陈永亮，1976年2月出生 ...

公告突发。 福石控股（300071）2月1日晚间公告，公司近日收到国家某监察委员会签发的留置通知书，公司实际控制人、董事长兼总经理陈 永亮被实施留置。 公开资料显示，陈永亮在1996年9月至2012年1月间任职于浙江海贸律师事务所，历任法律工作者，律师，团支部书记等，其间曾 担任中国工商银行台州分行，中国移动有限公司台州分公司，兴业银行台州分行等法律顾问，并曾任中国华融资产管理公司杭州 办事处，中国信达资产管理公司杭州办事处代理律师。2012年2月开始，陈永亮任职于台州市福特投资顾问有限公司，现任浙江福 特资产管理股份有限公司董事长兼总经理，系上市公司实际控制人。 公告称，截至本公告披露日，公司未被要求协助调查。公司拥有完善的组织架构和规范的治理体系，将按照《公司法》《上市公 司治理准则》《深圳证券交易所创业板股票上市规则》及《公司章程》等法律法规和相关制度规范运作。公司其他董事和高级管 理人员均正常履职，公司控制权未发生变化，董事会运作正常，生产经营管理情况正常，上述事项未对公司正常生产经营产生重 大影响。 公告还称，截至本公告披露日，公司尚未知悉上述事项的进展及结论，公司将持续关注上述事项的进展情况，并严 ...

智通财经APP讯，福石控股(300071.SZ)发布公告，公司近日收到国家某监察委员会签发的留置通知书， 公司实际控制人、董事长兼总经理陈永亮先生被实施留置。 截至公告披露日，公司未被要求协助调查。公司其他董事和高级管理人员均正常履职，公司控制权未发 生变化，董事会运作正常，生产经营管理情况正常，上述事项未对公司正常生产经营产生重大影响。 ...

福石控股（300071）(300071.SZ)发布公告，公司近日收到国家某监察委员会签发的留置通知书，公司 实际控制人、董事长兼总经理陈永亮先生被实施留置。 截至公告披露日，公司未被要求协助调查。公司其他董事和高级管理人员均正常履职，公司控制权未发 生变化，董事会运作正常，生产经营管理情况正常，上述事项未对公司正常生产经营产生重大影响。 ...

截至本公告披露日，公司未被要求协助调查。公司拥有完善的组织架构和规 范的治理体系，将按照《公司法》《上市公司治理准则》《深圳证券交易所创业 板股票上市规则》及《公司章程》等法律法规和相关制度规范运作。公司其他董 事和高级管理人员均正常履职，公司控制权未发生变化，董事会运作正常，生产 经营管理情况正常，上述事项未对公司正常生产经营产生重大影响。 截至本公告披露日，公司尚未知悉上述事项的进展及结论，公司将持续关注 上述事项的进展情况，并严格按照有关法律、法规和规范性文件的规定及时履行 信息披露义务。 公 司 指 定 的 信 息 披 露 媒 体 为 《 上 海 证 券 报 》 和 巨 潮 资 讯 网 （http://www.cninfo.com.cn），公司发布的信息均以在上述指定媒体刊登的信息 为准。敬请广大投资者理性投资，注意投资风险。 特此公告。 证券代码：300071 证券简称：福石控股 公告编号：2026-006 北京福石控股发展股份有限公司 关于公司实际控制人、董事长兼总经理被留置的公告 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。 北京福石控股发展股 ...

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 | ...

Core Insights - The advertising and marketing sector experienced a significant increase of 3.95% on January 23, with Zhejiang Wenlian 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] Stock Performance - Zhejiang Wenlian (600986) closed at 12.05, up 10.05%, with a trading volume of 3.44 million shares and a transaction value of 4.044 billion [1] - Huamei Holdings (000607) closed at 5.04, up 10.04%, with a trading volume of 1.22 million shares and a transaction value of 607 million [1] - Yidian Tianxia (301171) closed at 66.00, up 9.05%, with a trading volume of 986,200 shares [1] - BlueFocus Communication Group (300058) closed at 20.55, up 7.70%, with a trading volume of 8.80 million shares and a transaction value of 17.413 billion [1] - Other notable stocks include Jiayun Technology (300242) at 6.46, up 7.31%, and Tianlong Group (300063) at 14.90, up 6.66% [1] Capital Flow - The advertising and marketing sector saw a net inflow of 1.353 billion from institutional investors, while retail investors experienced a net outflow of 1.082 billion [1] - The table indicates that BlueFocus Communication Group had a net inflow of 479 million from institutional investors, while retail investors had a net outflow of 458 million [2] - Huamei Holdings had a significant net inflow of 178 million from institutional investors, but a net outflow of 1.12 billion from retail investors [2]