一、本期业绩预计情况 证券代码：300242 证券简称：佳云科技 公告编号：2026-007 广东佳云科技股份有限公司 2025年度业绩预告 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。 本次业绩预告相关数据是公司财务部门初步测算的结果，未经会计师事务所审计，但 公司已就业绩预告有关事项与年报审计会计师事务所进行了预沟通，公司与会计师事务所 在本报告期的业绩预告方面不存在分歧。 三、业绩变动原因说明 本报告期内，公司整体业绩呈现损益较大幅度减亏、收入保持增长趋势，变化原因主 要是公司主动实施业务结构优化与核心业务板块稳健发展。本报告期业绩变动概要分析如 下： 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 2、业绩预告情况：预计净利润为负值 （1）以区间数进行业绩预告的 单位：万元 | 项 目 | | 本报告期 | | 上年同期 | | --- | --- | --- | --- | --- | | 归属于上市公司股东的净利润 | -5,000 | ～ | -2,500 | -10,598.72 | | 扣除非经常性损益 ...

证券代码：300242 证券简称：佳云科技 公告编号：2026-008 广东佳云科技股份有限公司 关于为全资子公司向银行申请授信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内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 三、被担保方基本情况 1、公司名称：深圳市佳云万合科技有限公司 2、成立日期：2019 年 10 月 25 日 3、注册地点：深圳市福田区华富街道莲花一村社区皇岗路 5001 号深业上城 （南区）T2 栋 2101 广东佳云科技股份有限公司（以下简称"公司"）分别于 2026 年 1 月 9 日召 开第六届董事会第二十三次会议，2026 年 1 月 26 日召开 2026 年第一次临时股 东会，审议通过了《关于为全资子公司向银行申请授信提供担保及反担保的议案》。 公司全资子公司深圳市佳云万合科技有限公司（以下简称"深圳万合"）因经营 业务发展需要，拟向华夏银行股份有限公司深圳分行（以下简称"华夏银行"） 申请总额不超过人民币 2,000 万元的综合授信，为期一年。公司及全资孙公司北 京佳云万合科技有限公司（以下简称"北京万合"）分别拟在上述授信额度内为 其提供连带责任 ...

证券代码：300242 证券简称：佳云科技 公告编号：2026-006 广东佳云科技股份有限公司 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内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1、本次股东会未发生否决议案。 2、本次股东会不涉及变更前次股东会决议。 一、会议召开情况 1、现场会议召开时间：2026 年 1 月 26 日（星期一）15:30； 2、现场会议召开地点：深圳市福田区华富街道莲花一村社区皇岗路 5001 号深业上城（南区）T2 栋 2101 大会议室； 3、网络投票时间：通过深圳证券交易所交易系统进行网络投票的时间为 2026 年 1 月 26 日 9:15-9:25，9:30-11:30 和 13:00-15:00；通过深圳证券交易所互 联网系统投票的具体时间为 2026 年 1 月 26 日 9:15-15:00； 4、召集人：公司第六届董事会； 4、公司董事出席了本次会议，高级管理人员列席了本次会议； 5、北京市金杜（深圳）律师事务所见证律师出席了本次股东会并出具了法 律意见书。 三、议案审议表决情况 5、会议主持人：董事长王和 ...

北京市金杜（深圳）律师事务所 关于广东佳云科技股份有限公司 2026 年第一次临时股东会之法律意见书 致：广东佳云科技股份有限公司 北京市金杜（深圳）律师事务所（以下简称本所）接受广东佳云科技股份 有限公司（以下简称公司）的委托，根据《中华人民共和国证券法》（以下简 称《证券法》）、《中华人民共和国公司法》（以下简称《公司法》）、中国 证券监督管理委员会（以下简称中国证监会）《上市公司股东会规则》（以下 简称《股东会规则》）等中华人民共和国境内（以下简称中国境内，为本法律 意见书之目的，不包括中国香港特别行政区、中国澳门特别行政区和中国台湾 省）现行有效的法律、行政法规、规章、规范性文件和公司章程的有关规定， 指派律师出席了公司于 2026 年 1 月 26 日召开的 2026 年第一次临时股东会（以 下简称本次股东会），并就本次股东会相关事项出具本法律意见书。 为出具本法律意见书，本所律师审查了公司提供的以下文件，包括但不限 于： 1. 经公司 2025 年第三次临时股东会审议通过的《广东佳云科技股份有限 公司章程》（以下简称《公司章程》） 2. 公司于 2026 年 1 月 10 日刊登于巨潮资讯网（网址 ...

证券之星消息，1月26日广告营销板块较上一交易日下跌0.46%，天龙集团领跌。当日上证指数报收于 4132.61，下跌0.09%。深证成指报收于14316.64，下跌0.85%。广告营销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) | | | --- | --- | --- | --- | --- | --- | --- | | 600986 | 浙文互联 | 13.26 | 10.04% | 492.69万 | | 63.67亿 | | 002995 | 天地在线 | 25.10 | 9.99% | 38.08万 | | 9.46 Z | | 300242 | 佳云科技 | 6.68 | 3.41% | 100.61万 | | 6.57亿 | | 300781 | 因赛集团 | 44.16 | 3.23% | 18.48万 | | 7.81亿 | | 600358 | ST联合 | 6.29 | 2.61% | 12.16万 | | 7566.47万 | | 002878 | 元隆雅图 | 20.30 | 0.94% | 20.02万 | | 4.04 ...

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]

Market Overview - The Shanghai Composite Index fell by 0.01% to close at 4113.65 points, with a daily high of 4128.93 points [1] - The Shenzhen Component Index decreased by 0.97% to 14155.63 points, reaching a high of 14337.12 points [1] - The ChiNext Index dropped by 1.79% to 3277.98 points, with a peak of 3347.94 points [1] Margin Trading and Securities Lending - The total margin trading and securities lending balance in the Shanghai and Shenzhen markets was 27003.83 billion yuan, with a financing balance of 26830.44 billion yuan and a securities lending balance of 173.39 billion yuan [2] - The margin trading and securities lending balance decreased by 136.8 billion yuan compared to the previous trading day [2] - The Shanghai market's margin trading balance was 13644.95 billion yuan, down by 76.94 billion yuan from the previous day, while the Shenzhen market's balance was 13358.87 billion yuan, a decrease of 59.87 billion yuan [2] Top Margin Buying Stocks - The top three stocks by margin buying amount were: - TBEA Co., Ltd. (特变电工) with 29.12 billion yuan [3] - Zhongji Xuchuang (中际旭创) with 23.59 billion yuan [3] - Xinyisheng (新易盛) with 20.75 billion yuan [3] Fund Issuance - Two new funds were issued yesterday: Wanjiayuanli Bond C (万家元利债券C) and Wanjiayuanli Bond A (万家元利债券A) [4][5] Top Net Buying on Dragon and Tiger List - The top ten net buying amounts on the Dragon and Tiger list were: - Hunan Silver (湖南白银) with 12554.74 million yuan [6] - Jiayun Technology (佳云科技) with 12306.17 million yuan [6] - Jiangtian Chemical (江天化学) with 12254.26 million yuan [6]

Market Overview - On January 20, all three major indices closed lower, with the ChiNext Index dropping over 2% at one point. The total trading volume in the Shanghai and Shenzhen markets reached 2.78 trillion yuan, an increase of 69.4 billion yuan compared to the previous trading day [1] - The Shanghai Composite Index fell by 0.01%, the Shenzhen Component Index decreased by 0.97%, and the ChiNext Index declined by 1.79% [1] Sector Performance - The chemical sector showed strong performance, with over ten stocks hitting the daily limit, including Hongbaoli, Shandong Heda, Weiyuan Co., and Hongqiang Co. [1] - Precious metals continued to perform well, with Hunan Silver hitting the daily limit [1] - The real estate sector was active, with stocks like Dayuecheng and City Investment Holdings also hitting the daily limit [1] - AI application stocks saw localized gains, with stocks such as Jiayun Technology, Yue Media, and Zhejiang Wenhu gaining the daily limit [1] - Conversely, sectors like computing hardware and commercial aerospace experienced significant declines, with commercial aerospace stocks collectively dropping, including Shenjian Co. facing four consecutive daily limits [1] Limit-Up and Limit-Down Analysis - A total of 53 stocks hit the daily limit across the market (excluding ST and delisted stocks), with 13 stocks achieving consecutive limit-ups [1] - Focus stocks included Jiamei Packaging, which saw a change in actual controller and achieved 16 consecutive limit-ups, and Fenglong Co., which had 15 consecutive limit-ups [1] Sector Highlights - **Chemical Sector**: Major stocks like Cangzhou Dahua and Xinxiang Chemical Fiber saw limit-ups due to factors such as TDI and caustic soda prices [10] - **Real Estate Sector**: Stocks like City Investment Holdings and Dayuecheng gained due to their involvement in real estate and affordable housing [10] - **Smart Grid Sector**: Stocks such as Senyuan Electric and Hancable achieved consecutive limit-ups driven by developments in grid equipment and data centers [10] - **AI Application Sector**: Companies like Zhejiang Wenhu and Yue Media gained due to their involvement in AI marketing and collaborations with major tech firms [10] - **Commercial Aerospace Sector**: Stocks like Hangfa Technology and Jiuding New Materials saw activity due to expectations surrounding aerospace developments [11] Related Hotspots - **Chemical Industry**: Huatai Securities indicated that the profitability of bulk chemicals is at a ten-year low, suggesting a potential upward trend as the industry approaches a dual turning point in capacity and inventory [12] - **Electric Grid**: The State Grid Corporation's fixed asset investment is projected to reach 4 trillion yuan during the 14th Five-Year Plan, a 40% increase compared to the previous plan [12] - **AI Applications**: The integration of Qianwen into Alibaba's core ecosystem marks a significant upgrade of large models from dialogue tools to task executors [12] - **Real Estate**: The Ministry of Finance and other departments announced the extension of personal income tax incentives for residents purchasing new homes until the end of 2027 [12]

Group 1 - The advertising and marketing sector saw a slight increase of 0.26% on January 20, with Jiyun Technology leading the gains [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] - Jiyun Technology's stock price rose by 19.92% to 6.38, with a trading volume of 1.23 million shares and a transaction value of 750 million [1] Group 2 - The advertising and marketing sector experienced a net inflow of 589 million in main funds, while retail investors saw a net outflow of 748 million [2] - The top gainers in the sector included Zhejiang Wenlian, which increased by 10.04% to 9.97, and Yaowang Technology, which rose by 10.01% to 7.47 [1][2] - The stock of Yidian Tianxia fell by 20.00% to 65.06, with a trading volume of 65,100 shares and a transaction value of 424 million [2] Group 3 - Main funds showed significant inflow into Zhejiang Wenlian, with a net inflow of 3.30 billion, while retail investors had a net outflow of 1.36 billion [3] - Jiyun Technology had a net inflow of 1.82 billion from main funds, but retail investors experienced a net outflow of 1.17 billion [3] - The overall trend indicates a divergence in fund flows, with main funds favoring certain stocks while retail investors are pulling back [3]

Core Viewpoint - The A-share market shows a slight decline with the Shanghai Composite Index closing at 4113.65 points, below the five-day moving average, with a change of -0.01% [1] Group 1: Market Overview - The total trading volume of A-shares today reached 28,042.35 billion yuan [1] - A total of 412 A-shares have prices that surpassed the five-day moving average [1] Group 2: Stocks with Significant Deviation - The stocks with the largest deviation from the five-day moving average include: - Meibang Technology (证券代: 920471) with a deviation rate of 21.58%, closing at 17.49 yuan, up 29.94% today [2] - Jiayun Technology (证券代: 300242) with a deviation rate of 10.57%, closing at 6.38 yuan, up 19.92% today [2] - Hongmian Co., Ltd. (证券代: 000523) with a deviation rate of 8.16%, closing at 4.24 yuan, up 10.13% today [2] Group 3: Additional Stocks with Positive Performance - Other notable stocks with positive performance and deviation from the five-day moving average include: - Shanghai Jiubai (证券代: 600838) with a deviation rate of 8.11%, closing at 14.07 yuan, up 10.01% today [2] - Zhonghua Enterprise (证券代: 600675) with a deviation rate of 7.73%, closing at 3.04 yuan, up 10.14% today [2] - Guozhong Water Affairs (证券代: 600187) with a deviation rate of 7.48%, closing at 2.76 yuan, up 9.96% today [2]