Summary of Key Points Core Viewpoint - The company Guotou Intelligent (300188.SZ) announced that two executives, Li Guolin and Guo Yongfang, plan to reduce their shareholdings within a specified period through centralized bidding or block trading methods [1]. Group 1: Shareholding Reduction Plans - Li Guolin plans to reduce his shareholding by up to 5 million shares within three months from March 12, 2026, to June 11, 2026, excluding any periods where reduction is prohibited by laws and regulations [1]. - Guo Yongfang intends to reduce her shareholding by up to 8.5947 million shares during the same three-month period, also excluding any legally restricted periods [1].

Group 1 - The core point of the announcement is that shareholder Mr. Li Guolin plans to reduce his holdings in Guotou Intelligent Information Technology Co., Ltd. by up to 5 million shares, which represents approximately 0.5817% of the total shares outstanding [1] - The reduction will occur within three months starting from 15 trading days after the announcement date, utilizing either centralized bidding or block trading methods [1] - The total share capital, excluding the repurchase special account, is approximately 856 million shares, indicating that the reduction could be up to 0.5843% of this adjusted share capital [1]

Core Viewpoint - The announcement from Guotou Intelligent indicates that two major shareholders, Li Guolin and Guo Yongfang, plan to reduce their holdings in the company through centralized bidding or block trading between March 12 and June 11, 2026 [1] Summary by Relevant Categories Shareholder Actions - Li Guolin, holding 7.1840% of the shares, intends to reduce his stake by no more than 5 million shares, which represents 0.5817% of the total shares [1] - Guo Yongfang, with a 12.7477% shareholding, plans to reduce his holdings by up to 859.47 million shares, accounting for 1.0000% of the total shares [1] - The combined reduction from both shareholders will not exceed 13.5947 million shares, sourced from shares issued prior to the company's initial public offering and those arising from equity distribution [1]

证券代码：300188 证券简称： 国投智能 公告编号：2026-06 国投智能信息科技股份有限公司 关于持股 5%以上股东减持股份的预披露公告 股东李国林先生、郭永芳女士保证向本公司提供的信息内容真实、 准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的 信息一致。 特别提示： 持有国投智能信息科技股份有限公司（以下简称国投智能或公司）股 份 61,744,567 股的股东李国林先生，相关持股占比说明如下：以截至 2026 年 2 月 9 日公司总股本 859,477,310 股计算，占比 7.1840%；以该总股本剔 除回购专用账户 3,791,100 股后的股本 855,686,210 股计算，占比 7.2158% （下同）。李国林先生计划在本公告披露之日起 15 个交易日后的三个月内 （即 2026 年 3 月 12 日-2026 年 6 月 11 日，法律法规、规范性文件规定不 得减持的期间除外），通过集中竞价或大宗交易方式合计减持公司股份不 超过 500 万股，相关减持占比说明如下：以截至 2026 年 2 月 9 日公司总股 本 859,4 ...

Core Viewpoint - The digital RMB sector experienced a 1.2% increase on February 10, with Chip Origin Technology leading the gains, reflecting positive market sentiment towards digital currency initiatives [1]. Market Performance - The Shanghai Composite Index closed at 4128.37, up 0.13% - The Shenzhen Component Index closed at 14210.63, up 0.02% [1]. Digital RMB Sector Stocks - Chip Origin Technology (688521) closed at 239.00, up 8.54%, with a trading volume of 218,100 shares and a transaction value of 5.184 billion yuan - Digital Vision (300079) closed at 6.76, up 8.16%, with a trading volume of 2,398,300 shares and a transaction value of 1.635 billion yuan - ST Tianxiang (300205) closed at 4.78, up 7.90%, with a trading volume of 84,400 shares and a transaction value of 39.502 million yuan - Other notable stocks include Guotou Intelligent (300188) up 7.57% and Dongfang Guoxin (300166) up 6.30% [1]. Capital Flow Analysis - The digital RMB sector saw a net outflow of 357 million yuan from institutional investors, while retail investors contributed a net inflow of 288 million yuan [2]. - Notable stocks with significant capital inflows include Guotou Intelligent with a net inflow of 1.29 billion yuan from institutional investors [3]. ETF Information - The Entrepreneurial Board Artificial Intelligence ETF (product code: 159381) tracks the performance of the Entrepreneurial Board AI Index, with a recent five-day change of 1.28% and a net redemption of 672.5 million yuan [6]. - The Science and Technology Innovation Artificial Intelligence ETF (product code: 589010) tracks the Shanghai Stock Exchange Science and Technology Innovation Board AI Index, with a recent five-day change of -0.43% and a net subscription of 276.27 million yuan [6].

Group 1 - The core focus of the news is the significant rise in the Seedance concept, particularly in the domestic computing and AI application sectors, with the Huabao Big Data ETF (516700) experiencing a price increase of over 1.8% at one point, currently up by 1.09% [1] - The Seedance 2.0 AI video generation model from ByteDance has gained attention for its ability to create high-quality videos from text and images, supporting video segments of 5 to 15 seconds with advanced features like multi-angle shooting and subtitles [2] - The domestic video generation field is becoming increasingly competitive, similar to the state of large language models in 2025, with companies expected to differentiate based on specific application scenarios [3] Group 2 - The Huabao Big Data ETF's index composition shows that the computing concept accounts for 40.91% and AI application concept for 37.43% as of the end of 2025 [4] - The ETF focuses on domestic computing (IDC, servers) and AI applications, tracking the CSI Big Data Industry Index, with major holdings in leading companies such as Inspur, iFlytek, and China Software [5] - The current market environment is favorable for technology self-reliance, with government initiatives aimed at enhancing digital productivity and accelerating the domestic substitution process [6][7]

Group 1 - The core focus of the news is the significant rise of the Seedance concept, particularly in the domestic computing and AI application sectors, with the big data ETF Huabao (516700) experiencing a price increase of over 1.8% at one point and currently up by 1.09% [1] - The AI video generation model Seedance 2.0 from ByteDance has gained attention for its ability to generate high-quality videos from text and images, supporting video segments of 5 to 15 seconds with multi-angle shots and dialogue [1][3] - The domestic video generation field is becoming increasingly competitive, similar to the state of large language models in 2025, with companies focusing on differentiated development in specific application scenarios [3] Group 2 - The data center is identified as a core infrastructure for AI, with a high demand in the computing market driving steady growth in the IDC industry [3] - The Huabao big data ETF (516700) tracks the CSI big data industry index, with a significant weight of 40.91% in computing concepts and 37.43% in AI application concepts as of the end of 2025 [3][5] - Key stocks in the ETF include industry leaders such as Zhongke Shuguang, Keda Xunfei, and Inspur Information, with a focus on technology self-reliance and the acceleration of domestic substitution processes [5]

Core Viewpoint - The AI sector, particularly in the context of the ChiNext board, is experiencing significant activity with notable gains in AI application stocks and related ETFs, indicating a bullish sentiment in the market [1][3]. Group 1: AI Application Stocks - The ChiNext AI application stocks are showing strong performance, with Chinese Online leading with a rise of over 14% and Guotou Intelligent increasing by over 10% [1]. - Other notable stocks in the IDC computing leasing sector, such as Guanghuan Xinnet and Aofei Data, have also seen increases of over 3% [1]. Group 2: ETF Performance - The ChiNext AI application ETF (159363) experienced a volatile trading session after a surge of over 6%, with active trading and a real-time transaction volume exceeding 350 million yuan, indicating strong investor interest [1]. - The ETF's current price is 1.129, reflecting a slight increase of 0.36% [2]. Group 3: Market Insights - ByteDance's launch of the Seedance 2.0 video generation model has sparked widespread evaluation and discussion within the AI industry, with expectations that it will significantly impact AI applications in short content formats [3]. - Analysts from Kaiyuan Securities suggest that Seedance 2.0 could mark a pivotal moment for AI in film and media, recommending continued investment in multi-modal AI applications [3]. Group 4: Investment Recommendations - Zhongyin Securities believes that Seedance 2.0 will catalyze a rebound in AI applications, with a strong demand for computing power, benefiting upstream hardware infrastructure [3]. - The ChiNext AI application ETF is positioned to benefit directly from the commercialization of AI technology, with approximately 60% of its portfolio allocated to computing power and 40% to AI applications [3].

Core Viewpoint - The AI application concept has experienced significant fluctuations, with notable stock price increases among several companies in the sector [1] Group 1: Company Performance - Jiecheng Co., Ltd. (300182) and Rongxin Culture (301231) both reached a 20% limit up [1] - Guotou Intelligent (300188), Zhongwen Online (300364), and Sanlian Hongpu (300384) saw stock price increases of over 10% [1]

证券日报网讯2月9日，国投智能（300188）在互动平台回答投资者提问时表示，《福建省加强数字经济 创新型企业培育十条措施》聚焦数据要素赋能、算力资源供给、创新能力培育、场景开放应用等核心方 向，为区域数字经济企业发展营造了良好政策环境与发展机遇。公司深耕数据安全、人工智能等领域， 业务布局与政策支持方向契合，将积极把握政策机遇，依托技术积淀与实践经验，合规推进相关业务拓 展与场景落地。具体进展，敬请以官方发布的信息为准。 ...