（来源：淘金ETF） 教育ETF 1. 金现代 300830 公司专注行业数字化与低代码开发，主营电力、化工等领域信息化解决方案，拥有垂直领域专用大模型 与AI智能取数、AI配料智能体等核心产品，深度服务央企与工业企业数智化转型。在AI应用全面爆发 背景下，公司依托低代码+AI开发优势，可快速对接阿里云、华为云开放工具与大模型能力，大幅缩短 项目交付周期、降低研发成本，AI赋能工业生产、设备管理、质量管控等场景落地加速，订单与交付 效率同步提升，充分受益于全行业AI应用普及与企业数字化需求扩张，成长空间持续打开。公司在电 力信息化领域具备深厚积累，AI技术与行业Know-How深度融合，可快速响应客户智能化升级需求，随 着AI开发成本下降与落地效率提升，其在能源、化工等行业的AI解决方案有望加速复制，进一步巩固 市场地位，打开业绩增长新空间。 2. 赛意信息 300687 公司是国内领先的企业数智化服务商，聚焦智能制造、工业软件与ERP实施，为电子、光伏等行业提供 MES与工业互联网解决方案，自研谷神工业大模型与PCB行业垂直模型，AI解决方案已实现规模化订单 落地。作为华为MetaERP核心合作伙伴，公司深 ...

证券日报网讯2月26日，新开普（300248）在互动平台回答投资者提问时表示，公司生产经营一切正 常，各项业务按计划有序推进，具体信息请关注公司后续发布的2025年年报。公司将持续聚焦主业发 展，增强核心竞争力，并通过优化经营管理不断提升企业价值，努力以良好的业绩回报股东与投资者， 同时也会进一步加强与资本市场的有效沟通，积极传递公司价值。 ...

Group 1 - Huang Yanming, the director of Dongfang Securities Research Institute, stated that the next investment focus in A-shares will be on mid-cap blue chips, moving away from the previous high-growth tech and high-dividend strategies [1] - The investment focus will be on three main areas: globally priced cyclical goods such as chemicals, non-ferrous metals, agricultural products, and global shipping; manufacturing sectors related to technology and national strength enhancement, including military industry, robotics, and new energy; and technology sectors related to large model performance realization [1] Group 2 - The International Institute of Finance reported that global debt has surged to a record $348 trillion, increasing by nearly $29 trillion, marking the fastest growth since the onset of the COVID-19 pandemic [2] - Government debt in countries like the United States and the Eurozone exceeds $10 trillion [2] Group 3 - Several lithium mining companies expect Zimbabwe's lithium ore exports to resume within one month after a temporary suspension [3] - Companies like Zhongmin Resources and Yahua Group are preparing to submit supplementary materials for export applications, indicating that the ban is expected to be lifted soon [3] Group 4 - Overseas tech companies are increasingly turning to loans backed by chips, particularly GPUs, to fund their substantial AI investments, with Moody's beginning to rate GPU-backed debt [4] - NAND flash memory prices are rising due to ongoing shortages, prompting major manufacturers like Phison to require advance payments from customers [4] Group 5 - The Chinese smartphone industry is set to experience a comprehensive price increase starting in March 2026, with new models expected to rise by at least 1,000 yuan [5] - Major brands such as OPPO, OnePlus, Vivo, iQOO, Xiaomi, and Honor are likely to raise prices for older models as well, marking a historic trend of simultaneous price hikes across all categories and brands [5] Group 6 - CCD cameras, once common, have seen a resurgence in popularity, with prices for certain models skyrocketing in the second-hand market [6] - Young consumers are driving this trend, primarily for the aesthetic quality of the images produced by these cameras [6] Group 7 - Baidu Group reported a total revenue of 32.7 billion yuan for Q4 2025, reflecting a year-on-year growth of 5% [7] - The net profit attributable to Baidu was 1.8 billion yuan, with a net profit margin of 5% [7] Group 8 - ByteDance's valuation is reportedly around $550 billion, as investment firm General Atlantic is selling part of its stake [8] - This valuation places ByteDance between Tencent and Alibaba in terms of market capitalization [8] Group 9 - New Hope Liuhe announced a cash investment of 74.87 million yuan to acquire a 70% stake in Luochuan Lingxian Company [9] - The investment will be used for both purchasing shares and increasing capital for the company [9] Group 10 - Aokema plans to acquire a 45% stake in its subsidiary Qingdao Aokema Smart Industry Co., Ltd. for 253 million yuan, aiming for full ownership [10] - The transaction is part of a strategy to consolidate control over its subsidiary [10]

（文章来源：证券日报） 证券日报网讯 2月26日，新开普在互动平台回答投资者提问时表示，截至2026年2月13日，公司合并普 通账户和融资融券信用账户后的股东总数为41279户。 ...

（文章来源：证券日报） 证券日报网讯 2月4日，新开普在互动平台回答投资者提问时表示，截至2026年1月30日，公司合并普通 账户和融资融券信用账户后的股东总数为40981户。 ...

Group 1 - The core viewpoint of the article highlights that the company, Xin Kaipu, is experiencing steady progress in the market expansion and project implementation of its AI-related business, with a systematic advancement in commercialization [2] Group 2 - The company indicated that specific performance details should be referenced in its periodic reports, suggesting a structured approach to financial disclosures [2]

Core Viewpoint - Newcap (300248) has announced that its AI integrated platform fully supports various mainstream general large models, including the Volcano Engine Doubao series models, providing intelligent Q&A, data inquiries, and administrative services for teachers and students [1] Group 1 - The company is leveraging the Volcano Engine's HiAgent intelligent platform to develop specialized AI applications for smart campuses, exemplified by a series of unique AI tools implemented at Xi'an Jiaotong University [1]

Group 1 - The company has confirmed that its AI-related business is experiencing steady market expansion and project implementation [2] - The commercialization process of the company's AI applications is progressing in an orderly manner [2] - Specific performance details will be disclosed in the company's regular reports [2]

格隆汇1月27日丨新开普(300248.SZ)在投资者互动平台表示，公司AI相关业务的市场拓展与项目落地节 奏正稳步加快，商业化进程有序推进，具体业绩情况请以公司披露的定期报告为准。 ...

Group 1 - The company XinKaipu (300248) reported that as of January 20, 2026, the total number of shareholders, combining both ordinary accounts and margin trading accounts, is 42,017 [1]