Group 1 - The core viewpoint of the news highlights the significant surge in the A-share software sector, with the Software 50 ETF (159590) experiencing a rise of over 5% and attracting more than 270 million yuan in investments over two days [1][4] - On January 13, a government action plan was released to promote the high-quality development of industrial internet platforms, aiming to cultivate over 450 influential platforms and achieve over 120 million industrial device connections by 2028, with a platform penetration rate exceeding 55% [3] - Major components of the Software 50 ETF saw substantial gains, including a rise of over 8% for Yonyou Network, over 7% for Tonghuashun and Zhongke Xingtu, and over 6% for 360 [4][5] Group 2 - The AI industry is experiencing a continuous increase in popularity, with significant advancements in capital, application, and technology. Notably, two leading general model companies, Zhipu and MiniMax, successfully listed on the Hong Kong Stock Exchange, reflecting strong market recognition for the AI sector [6] - The integration of AI into various fields is accelerating, with AI for Science emerging as a new research paradigm and the rise of Generative Engine Optimization (GEO) emphasizing high-quality content in model outputs [6] - Securities firms predict that 2026 will be a pivotal year for AI applications, driven by continuous improvements in model capabilities, decreasing computing costs, and accelerated monetization processes [7]

Core Viewpoint - The AI application sector is experiencing significant growth, with a 6.6% increase in early trading, driven by advancements in AI technology and its commercial applications across various industries [1][2]. Group 1: Market Performance - The AI application sector saw a total trading volume exceeding 7.917 billion yuan, with 74 stocks participating in the trading [1]. - Notable stocks such as Zhuoyi Information, Zhide Mai, and Guangyun Technology reached the daily limit increase of 20%, while several others saw increases exceeding 8% [1]. Group 2: Industry Trends - The market is currently focused on the accelerated commercialization of AI applications, particularly in marketing, e-commerce, healthcare, and media, as the cost of inference decreases and model capabilities improve [2][3]. - Institutions predict that 2026 will be a pivotal year for AI applications, marking a transition from technology validation to commercial promotion [2][3]. Group 3: Growth Projections - According to a report by the China Business Advertising Association, the global GEO market is expected to reach $11.2 billion by 2025, with the Chinese market projected at 2.9 billion yuan [3]. - By 2030, the global GEO market is anticipated to grow to $100.7 billion, with a 5-year CAGR of 55%, while the Chinese market is expected to reach 24 billion yuan, with a 5-year CAGR of 53% [3]. Group 4: Sector-Specific Insights - AI marketing is evolving with the rise of generative search (GEO), transforming traditional search engine optimization into a necessity for marketing [5]. - AI applications in e-commerce, healthcare, office automation, and media are becoming increasingly prevalent, providing significant growth opportunities for companies in these sectors [6].

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 14日早盘，AI应用继续大爆发，易点天下领涨超11%，东方国信（维权）、蓝色光标、万兴科技等多股 涨超5%。热门ETF方面，双线布局"AI应用+算力"的创业板人工智能ETF（159363）场内大涨3%，实时 成交额超2.5亿元，资金继续大举净申购超9000万份，此前两日暴力吸金7亿元。 | | | · 800 · 6 19 56 159 306 · | | | | | F9 盘新盘后 露加 九砖 图纸 工具 @ (1) 20 | | | | | | 创业板人工智能ETF华安 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1,122 | | | | | 159363JRNMEX工程和ETF4999 0947 � 1.116 器跌 0.030(2.76%) 均价 1.111 成交。 | | | | | 7.116 +0.030 +2.76% | | | | 100000 A | ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：300624证券简称：万兴科技 公告编号：2026-002 万兴科技集团股份有限公司 关于股票交易异常波动的公告 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。 一、股票交易异常波动情况 2、经自查，公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较大影响的未公开重 大信息； 3、近期公司生产经营情况正常，内外部经营环境未发生重大变化； 4、公司、控股股东和实际控制人不存在关于本公司的应披露而未披露的重大事项，或处于筹划阶段的 重大事项； 5、公司控股股东、实际控制人在本公司股票交易异常波动期间不存在买卖本公司股票的情况； 6、公司股票交易异常波动期间，公司不存在违反公平信息披露规定的其他情形。 根据《深圳证券交易所交易规则》的有关规定，万兴科技集团股份有限公司（以下简称"公司"）股票交 易连续三个交易日（2026年1月9日、2026年1月12日、2026年1月13日）收盘价格涨幅偏离值累计超过 30%，属于股票交易异常波动的情形。 二、公司关注并核实情况说明 公司董事会通过通讯及现场问询 ...

Group 1 - Hangxiao Steel Structure announced that it does not have a "commercial aerospace" business, with its main operations focused on steel structure contracting and related services, and a recent project contributing less than 1% to its 2024 audited revenue [1] - Tianlong Group stated that it has not generated additional revenue from AI tools, which are currently used internally for advertising content creation, and that the overall business operations remain unaffected [1] - Wanxing Technology confirmed that there are no undisclosed significant matters affecting its operations, and its business environment remains stable [2] Group 2 - Yaxing Chemical announced the termination of a share issuance and cash purchase of assets due to market changes and disagreements on asset valuation [2] - Zhejiang Shuculture clarified that its subsidiaries do not engage in GEO business, which has been misreported by media [2] - Luxshare Precision terminated the acquisition of assets from Wintime Technology due to delivery restrictions, with a request for the return of 1.53 billion RMB [3] Group 3 - Jinyu Group reported that its subsidiaries' revenues from specific projects are minimal compared to its overall revenue, with a small contribution from recent contracts [4] - Tongyu Communication highlighted that its stock price has significantly outpaced its fundamentals, indicating potential risks of a price correction [4] - Dongfang Mingzhu noted that the listing process for its investment in Chaoguhuan has uncertainties but currently does not impact its performance [5] Group 4 - Luyin Investment warned of risks associated with its stock price surge, which has increased by 86.92% over the last ten trading days [5] - Puyuan Information stated that its AI software platform is in the early commercialization stage, with limited revenue impact expected [6] - Zhejiang Wenhu Intermediary reported that its GEO business has not yet generated revenue, reflecting uncertainties in market acceptance [6] Group 5 - Xinhua News confirmed that its GEO business lacks a mature profit model and has not generated income [7] - People's Daily stated that it does not engage in GEO business and has not been affected by market rumors [7] - China First Heavy Industries reported minimal involvement in controllable nuclear fusion projects, with no significant revenue generated [8] Group 6 - Xibu Mining announced an increase in copper resources at the Yulong Copper Mine, adding 131.42 million tons of copper metal resources [8] - Jiurui New Materials commenced trial production of a new photoinitiator project, expected to cater to mainstream markets [9] - Tongda Sea indicated that AI-related revenue is low and does not significantly impact overall business performance [10] Group 7 - Zhenai Meijia's stock price has deviated significantly from market indices, prompting caution for investors [11] - Guizhou Moutai approved a new marketing strategy to enhance its sales channels and adapt to consumer demands [12] - Shunhao Co. plans to increase its stake in a subsidiary, reflecting confidence in future business prospects [14] Group 8 - A number of companies, including TCL Technology and Dazhu CNC, forecast significant profit increases for 2025, driven by operational improvements and market demand [19][22] - Long Cable Technology expects a profit increase due to changes in its employee stock plan and market conditions [22] - Jiangsu Electric Power reported a profit increase attributed to higher sales and reduced financial costs [29]

证券代码：300624 证券简称：万兴科技 公告编号：2026-002 万兴科技集团股份有限公司 关于股票交易异常波动的公告 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。 一、股票交易异常波动情况 公司董事会通过通讯及现场问询方式，对公司实际控制人、控股股东、全体 董事及高级管理人员就相关问题进行了核实，现将有关情况说明如下： 1、经自查，公司前期披露的信息不存在需要更正、补充之处； 2、经自查，公司未发现近期公共传媒报道了可能或已经对公司股票交易价 格产生较大影响的未公开重大信息； 3、近期公司生产经营情况正常，内外部经营环境未发生重大变化； 4、公司、控股股东和实际控制人不存在关于本公司的应披露而未披露的重 大事项，或处于筹划阶段的重大事项； 5、公司控股股东、实际控制人在本公司股票交易异常波动期间不存在买卖 本公司股票的情况； 6、公司股票交易异常波动期间，公司不存在违反公平信息披露规定的其他 情形。 三、不存在应披露而未披露信息的说明 根据《深圳证券交易所交易规则》的有关规定，万兴科技集团股份有限公司 （以下简称"公司"）股票交易连续三个交易日（20 ...

Group 1 - Tongdahai, located in Chongqing, is a core service provider in the court informationization sector, focusing on judicial AI applications with over 2,000 courts using its products nationwide [1] - The company's intelligent document generation system improves judges' work efficiency by over 50%, while its intelligent case allocation system meets the smart management needs of courts [1] - As demand for judicial AI continues to grow, the company is expected to enhance its market coverage and commercialization capabilities, becoming a key beneficiary in the judicial AI sector [1] Group 2 - Tianlong Group, based in Shantou, Guangdong, operates in digital marketing and ink chemicals, with a strong focus on AI applications in digital marketing [2] - The company’s advertising optimization through AI technology has increased conversion rates by over 30% compared to traditional methods [2] - AI applications are driving the company's performance growth, leveraging its technical expertise and channel resources to meet advertisers' needs [2] Group 3 - Guangyun Technology, a leading player in the e-commerce SaaS sector based in Hangzhou, focuses on AI application development for e-commerce scenarios [3] - Its AI selection system provides precise product recommendations based on comprehensive e-commerce data analysis [3] - The company is expected to maintain its leading position in the e-commerce AI sector as demand for intelligent solutions increases [3] Group 4 - Zhangqu Technology, located in Beijing, is an established player in the mobile gaming industry, innovating AI applications in game development [4] - AI-generated content tools reduce development cycles by 20%-30% and costs by over 15% [4] - The company is positioned to leverage AI applications for intelligent transformation in the gaming business [4] Group 5 - Zhuoyi Information, based in Wuxi, Jiangsu, specializes in cloud computing infrastructure and AI computing power services [5] - The company optimizes AI computing power scheduling efficiency, supporting large model training and inference [5] - As demand for AI computing power continues to grow, the company is set to benefit significantly from its foundational role in AI application deployment [5] Group 6 - Dian Diagnostics, a leading third-party medical diagnostics company in Hangzhou, focuses on AI applications in the medical field [6] - Its AI diagnostic systems achieve over 95% accuracy in identifying cancer cells and enhance diagnostic efficiency [6] - The company is expected to expand its AI application scenarios in the medical sector, driving intelligent transformation in diagnostics [6] Group 7 - Zhidema, based in Beijing, operates a consumer content and shopping guide platform, integrating AI technology for consumer decision-making [7] - The platform's conversion rate is 40% higher than the industry average due to its AI recommendation system [7] - AI applications are crucial for enhancing user experience and monetization in the consumer sector [7] Group 8 - Yidian Tianxia, located in Xi'an, focuses on AI marketing applications for cross-border e-commerce and overseas enterprises [8] - The company’s AI creative platform generates multilingual advertising materials, adapting to various cultural contexts [8] - As demand for cross-border AI marketing grows, the company is positioned as a key bridge for enterprises entering AI applications [8] Group 9 - Weishidun, a digital transformation service provider, specializes in AI applications for the financial and government sectors [9] - Its intelligent risk control system effectively identifies financial risks, reducing bad debt rates [9] - The company is expected to expand its market share in financial and government AI solutions as demand increases [9] Group 10 - Xinlicheng, based in Zhengzhou, focuses on AI applications in grassroots medical services and health management [10] - The company’s AI-assisted diagnostic systems enhance the capabilities of grassroots doctors [10] - As the government promotes improvements in grassroots medical capabilities, the company is set to enhance service accessibility and quality through AI [10] Group 11 - Waifu Holdings, located in Shanghai, is a leader in human resources services, integrating AI technology into its applications [11] - The AI recruitment system improves hiring efficiency by over 60% [11] - The company is positioned to expand its AI applications in human resources, driving the sector's digital transformation [11] Group 12 - Zhonggong Education, based in Wuhu, is a leading vocational education company focusing on AI applications [12] - Its AI learning platform generates personalized study plans, enhancing learning efficiency [12] - The company is expected to solidify its leading position in vocational education through innovative AI applications [12] Group 13 - Zhizhen Technology, located in Beijing, focuses on AI applications in the telecommunications sector [13] - Its AI network operation system enhances network stability and reduces operational costs [13] - The company is set to expand its market share in telecommunications AI solutions as demand grows [13] Group 14 - Visual China, based in Chongqing, is a leader in visual content services, leveraging AI to transform content production and transaction [14] - The company’s AI content generation platform supports efficient visual content creation [14] - As demand for AI-generated visual content increases, the company is positioned to benefit significantly in this sector [14] Group 15 - Yiyuan Media, located in Beijing, is an integrated marketing service provider focusing on AI marketing applications [15] - The company’s AI marketing creative platform generates advertising materials quickly, adapting to short video marketing needs [15] - AI is a core technology driving innovation in the marketing sector, positioning the company as a leader in AI marketing [15] Group 16 - Shenguang Group, based in Guangzhou, is a leading advertising marketing company that integrates AI technology into its global marketing applications [16] - The company’s AI creative center generates multilingual advertising content, catering to overseas market needs [16] - As cross-border AI marketing demand grows, the company is expected to strengthen its position in the marketing industry [16]

今日A股股指盘中集体下跌，盘面上，医疗服务、CRO概念、医药商业等板块领涨，商业航天、大 飞机等板块领跌，创业板软件ETF华夏（159256）盘中跌1.85%，持仓股卫宁健康大涨超16%，万兴科 技涨超10%，创业慧康、鼎捷数智、拓尔思等股涨幅居前，航天智装、慧博云通、银之杰等股跌幅居 前。 相关产品：创业板软件ETF华夏（159256）、创业板200ETF华夏（159573）、人工智能AIETF （515070）。 每日经济新闻 消息方面，1月12日，美国顶尖大模型独角兽Anthropic面向医疗保健领域，正式推出新一代模型 Claude Opus 4.5，并同步扩展其在生命科学方向的能力。Anthropic官方提到，该版本重点覆盖事前授 权、理赔申诉、护理协调以及患者消息分类等高频流程，目标是降低人工成本并提升处理效率。同时， 据Anthropic官方公布，Claude目前已接入多项核心医疗行业数据库，进一步强化其在合规与业务流程中 的应用能力。 在AI产业链中，软件行业主要处于中游技术层和下游应用层，扮演着核心技术支撑和应用落地的 关键角色。具体来看，软件行业在中游技术层主要提供AI框架、开发平台和算法 ...

国泰君安证券指出，大模型产业正从"技术探索"迈入"商业化验证"新阶段。其核心观点认为，行业竞争 焦点已从参数规模转向真实场景的任务执行效率和商业闭环能力。模型能力的持续提升与推理成本的显 著下降，正推动AI应用从"工具可用"加速迈向"价值可兑付"，2026年有望成为智能体（Agent）在金 融、工业等高价值领域规模化落地的关键拐点。 相关产品：创业板软件ETF华夏（159256）、创业板200ETF华夏（159573）、人工智能AIETF （515070）。 （文章来源：每日经济新闻） 消息方面，1月12日，苹果与谷歌联合宣布，双方已达成一项多年合作协议。根据协议，下一代苹果基 础模型将基于谷歌的Gemini模型及其云技术构建。这些模型将助力驱动未来的"苹果智能"功能，其中便 包括将于今年晚些时候推出的、更具个性化的Siri。这一合作标志着苹果在AI领域的重大战略调整。 在AI产业链中，软件行业主要处于中游技术层和下游应用层，扮演着核心技术支撑和应用落地的关键 角色。具体来看，软件行业在中游技术层主要提供AI框架、开发平台和算法模型，这些技术是AI应用 开发的基础。在下游应用层，软件行业通过将AI技术与各行业 ...

Group 1 - The 2026 International Consumer Electronics Show (CES 2026) has opened in Las Vegas, featuring over 4,100 exhibitors and an expected attendance of over 150,000, highlighting the latest innovations and trends in technology [2] - The event showcases a significant shift from "digital intelligence" to "embodied intelligence," with a rapid integration of artificial intelligence (AI) into physical hardware, drawing global attention [2] - Major chip companies like NVIDIA and AMD are presenting advanced AI computing infrastructure, with NVIDIA unveiling its next-generation AI chip platform "Rubin," which boasts a 3.5 times improvement in training performance and a 5 times improvement in inference performance compared to previous generations [4] Group 2 - AI applications are rapidly integrating into various sectors, with active users of AI increasing from 1 million to 1 billion since the launch of ChatGPT, and projections suggest that this number could reach 5 billion by 2030 [4] - Wondershare Technology (万兴科技) has released its multimedia large model 2.0, which shows a 90% performance improvement over version 1.0, excelling in professional camera movement and audio generation [5] - The company is enhancing its suite of creative software products, including the launch of Wondershare Filmora 2026, which offers a one-stop experience for video creation, significantly lowering the barriers for professional video production [5][7] Group 3 - In the document and drawing software sectors, Wondershare has introduced new AI features in its PDF and mind mapping software, significantly improving document processing efficiency and knowledge management [7] - The company is actively recruiting AI talent, with a "million salary plan" for campus recruits, offering competitive salaries that can reach up to 1 million for exceptional candidates, reflecting its commitment to building a strong AI workforce [7] - Wondershare is recognized as a leading player in the digital creative software market in China, with a global presence in over 200 countries and regions, and a cumulative active user base exceeding 2 billion, earning it the title of "China's version of Adobe" [7]