（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 ...

除此之外，榜单尾部上榜厂商收入数据变化情况则呈现完全相反的趋势，包括Appxy、大华科技(SZ:002236) 、Easyroid以及哔哩哔哩(NASDAQ:BILI) 在 内的多个厂商上月海外收入皆有小幅增长。与此同时，旗下运营有《 Fachat 》、《 Lumi 》等视频交友应用的VeePro凭借连续以来的在海外收入端的稳定 表现也于近一年以来首度上榜。此外，上月排名有所上升的厂商还有畅读科技以及WEO Technology Limited。 依托互联网移动应用大数据平台"点点数据"（https://app.diandian.com/），点点出海基于App Store和Google Play两大应用市场，整理中国应用&游戏出海 厂商Top30收入榜，希望帮助从业者更好地了解移动应用出海领域的趋势和变化。 本文统计周期为2026年1月1日到2026年1月31日。 | | 1月中国非游戏厂商出海收入榜 | | | | | | --- | --- | --- | --- | --- | --- | | | 2026年1月1日-1月31日 | | | | app.diandian.com | | 排名 | 公司 ...

本报讯 （记者舒娅疆）近日，漫剧爆款"制造机"杭州灵漫快创科技有限公司（以下简称"灵漫快创"） 再推新作，在行业榜单上形成"一超多强"的爆发局面。该公司的爆款作品《气运三角洲》热度不减，持 续稳居漫剧、短剧多平台的日榜榜首，大幅领先其他剧目；另外两部漫剧作品在播放量以及漫剧、短剧 平台榜单排名方面的成绩也颇为亮眼。上述三部作品题材丰富，涵盖玄幻竞技、奇幻经营、科幻进化等 不同方向，彰显强劲市场竞争力。 业内人士认为，灵漫快创多个作品同步冲榜，打破传统漫剧"单部爆款带动"模式，展现出AI驱动下漫剧 工业化生产的显著优势。灵漫快创正携手万兴剧厂，在漫剧爆款打造上稳步迈向系统化、规模化"工业 化生产"，为漫剧发展带来新可能。 公开资料显示，灵漫快创聚焦于高品质漫剧内容创作，已构建起"AI技术+产教融合+爆款打造能力+商 务资源+发行能力"的差异化优势。其创始团队曾联合打造出近百部短剧爆款。2026年年初，灵漫快创 获万兴科技千万元级战略投资，双方形成"技术赋能内容创作，真实场景反哺技术迭代"的深度协同，共 拓AI漫剧新蓝海。 以《气运三角洲》为例，其3人专项团队借助万兴剧厂的工业化生产体系，仅用5天便完成从剧本的资 ...

此外，一批处于IPO关键阶段的企业掌舵者同台获誉，进一步凸显湖南民营经济梯队培育的良好成效。 其中，英氏控股董事长马文斌上榜，该公司北交所IPO已顺利过会；美程新材料董事长方豪杰获评，企 业已于2025年启动上市辅导，IPO进程稳步推进。 此次表彰的百名优秀民营企业家，覆盖湖南工程机械、绿色农产品及食品加工、生物医药、新能源、先 进材料等重点产业链，既是湖南传统产业转型升级、优势产业延链强链的引领者，也是新兴产业培育、 新质生产力打造的开拓者，成为该省建设"4×4"现代化产业体系、实现"三高四新"发展目标的重要支 撑。 从获评名单来看，三一重工（600031）、蓝思科技（300433）、爱尔眼科（300015）、盐津铺子 （002847）、金杯电工（002533）、楚天科技（300358）、达嘉维康（301126）、军信股份 （301109）、圣湘生物、万兴科技（300624）等多家湘股的董事长/核心掌舵人悉数上榜，覆盖工程机 械、消费制造、医药生物、新能源科技等多个优势产业领域，成为湖南实体经济与资本市场融合发展的 中坚力量。 多个上市湘企关联企业负责人也获此殊荣。克明食品（002661）全资子公司克明五谷 ...

嘉实新思路混合A（001755）基金经理为李宇昂、李卓锴。 2月26日，万兴科技跌1.03%，截至发稿，报83.93元/股，成交9.47亿元，换手率6.57%，总市值162.27亿 元。万兴科技股价已经连续4天下跌，区间累计跌幅15.48%。 资料显示，万兴科技集团股份有限公司位于广东省深圳市南山区粤海街道海天二路软件产业基地5栋D 座10楼,香港湾仔皇后大道东248号大新金融中心40楼，成立日期2003年9月28日，上市日期2018年1月18 日，公司主营业务涉及视频创意、绘图创意、文档创意、实用工具类软件产品与服务的设计、研发、销 售和运营。主营业务收入构成为：视频创意类67.43%，实用工具类19.03%，文档创意类7.34%，绘图创 意类5.82%，其他0.38%。 从基金十大重仓股角度 数据显示，嘉实基金旗下1只基金重仓万兴科技。嘉实新思路混合A（001755）四季度持有股数1.7万 股，占基金净值比例为0.41%，位居第七大重仓股。根据测算，今日浮亏损失约1.48万元。连续4天下跌 期间浮亏损失26.13万元。 嘉实新思路混合A（001755）成立日期2016年4月12日，最新规模8070.93万 ...

掌阅科技跌停，当虹科技、中文在线跌超10%，视觉中国、万兴科技、拓尔思等跌幅居前。 (本文来自第一财经) ...

本报讯 2月23日，记者从万兴科技集团股份有限公司（以下简称"万兴科技"）获悉，该公司在AI漫剧领 域的布局成效初显，其千万级战略投资的杭州灵漫快创科技有限公司（以下简称"灵漫快创"）在春节档 推出的《气运三角洲，我凭操作吊打全球》上线后16小时播放量破亿，24小时达1.5亿次，29小时飙涨 至2亿次，同步斩获漫剧、短剧领域多平台的漫剧日榜榜首，成为2026年开年漫剧黑马。 目前，AI漫剧已成为头部科技企业抢占全球数字文创制高点的战略性赛道，据行业相关预测，未来三 年全球AI漫剧市场规模有望突破1000亿元，展现出极为广阔的市场前景。 万兴科技正通过投资AI漫剧上下游市场，深化与行业各方深度合作，加速构建AI漫剧生态。今年1月 份，万兴科技推出专为2D漫剧、AI真人剧、3D漫剧、影视剧等打造的漫剧创作平台万兴剧厂，并战略 投资灵漫快创，正式布局AI漫剧赛道；在万兴剧厂赋能下，AI漫剧的单集创作平均周期大幅缩减，整 剧人力成本、算力成本以及项目整剧AI创作成本大幅降低。2月份，万兴科技宣布与多模态大模型企业 北京生数科技有限公司（以下简称"生数科技"）达成战略合作，双方基于生数科技Vidu AI漫剧大模 型，结 ...

Core Insights - The AI animation series market is experiencing explosive growth at the beginning of 2026, with a total of 68,157 series available for streaming in January, indicating a robust supply [1] - The market saw a significant increase in total views, with a monthly increment of 25.157 billion views and 14.17 billion views from newly launched series [1] - Major platforms are integrating animation series into their core strategies, with Tencent and Kuaishou leading the charge in new releases and innovative content [1][3] Industry Developments - The launch of AI video models, such as Vidu Q3 and Seedance 2.0, is providing strong technical support for the content explosion in AI animation series [3][4] - The production efficiency of AI animation is improving, with costs dropping to below 800-1000 yuan per minute and production cycles typically ranging from 7 to 14 days [4] - The successful release of "The Luck Triangle: I Beat the World with My Skills" demonstrates the high efficiency of AI animation production, achieving over 200 million views within 29 hours [4] Market Dynamics - The AI animation series industry is undergoing industrialization, with platforms like Wanjing Film Factory enhancing production capabilities and reducing barriers for high-quality IP adaptations [6] - Approximately 60% of popular animation series in the past six months have been adapted from successful novel IPs, indicating a shift in the value assessment of intellectual property [6] - The market is entering a competitive phase, with 13 series achieving over 100 million views in a single month, signaling the start of a race in the billion-dollar content market [6]

Core Viewpoint - The AI fantasy competition series "The Luck Triangle Delta" produced by Hangzhou Lingman Kuaichuang Technology Co., Ltd. has achieved remarkable success, breaking 1 billion views in 16 hours and reaching 2 billion views in 29 hours, becoming a breakout hit in the 2026 New Year season [1][3]. Group 1 - The series follows the male protagonist's journey in the "Triangle Delta National Luck Battlefield," where he turns the tide against various countries, resonating strongly with the Gen Z audience and fans of the subculture [3]. - The rapid success of "The Luck Triangle Delta" is attributed to Lingman Kuaichuang's extreme application of AI technology, utilizing a specialized team and AI-driven creative platform from Wanxing Technology to complete the entire production process in just 5 days [3][4]. - Lingman Kuaichuang has previously collaborated with leading distribution and web novel IP platforms to create several hit series, establishing a differentiated advantage through a combination of AI technology, educational integration, and strong distribution capabilities [4]. Group 2 - The company received a strategic investment in the millions from Wanxing Technology in January, fostering a deep collaboration where technology empowers content creation and real-world feedback drives technological iteration [4]. - Wanxing Technology's creative platform provides full-process support for Lingman Kuaichuang, while the latter continuously advances the platform's iterations through extensive user data and feedback, evolving AI animation from "intelligent creation" to "industrial production" [4].

Core Viewpoint - The company Wanjing Technology (300624.SZ) is launching a "Spring Festival Recruitment" initiative during the 2026 Spring Festival, aiming to attract global AI talent with competitive salaries and a clear growth path, while integrating AI capabilities into the recruitment process [1][4]. Group 1: Recruitment Strategy - Wanjing Technology is offering over a hundred high-paying positions across various fields, with 80% of the roles based in Changsha [4]. - The company provides competitive salaries, with algorithm engineers earning up to 1.2 million yuan and product managers earning between 400,000 to 900,000 yuan [4]. - The recruitment initiative is designed to help global AI talent integrate into the AI innovation wave and create a new future for digital creative software [1][4]. Group 2: Employee Development - Wanjing Technology has established a comprehensive training system that supports employee growth throughout their career, offering resources such as mentorship, AI toolkits, and specialized training [4]. - Outstanding employees have opportunities to participate in a unique organizational model that combines platform and entrepreneurial elements, as well as share in the company's long-term success through an employee stock ownership plan [4]. Group 3: Business Growth and Investment - The recruitment drive is driven by the company's rapid business growth, particularly in AI-related sectors, including the launch of the AI-driven "Wanjing Drama Factory" and significant investments in AI companies [4][6]. - Wanjing Technology plans to invest nearly 1 billion yuan in the construction of the Wanjing Technology (Changsha) Creative Science Park, which aims to become a global creative hub [6]. Group 4: Company Recognition - Recently, Wanjing Technology has received multiple awards in the employer category, including "AI Recruitment Pioneer Employer" and "Most Influential Youth-Friendly Employer Brand" [6]. - The company is recognized as a leading player in the digital creative software sector in China, with a wide product range and a global presence in over 200 countries, boasting over 2 billion active users [6].