（文章来源：证券日报） 证券日报网讯 2月24日，彩讯股份在互动平台回答投资者提问时表示，截至2026年2月13日公司登记在 册的股东总数为45057户。 ...

Investment Rating - The report maintains a "Recommended" rating for the industry, indicating an expected relative performance exceeding 15% compared to the benchmark index over the next 12 months [8]. Core Insights - The launch of Seedance 2.0 by ByteDance marks a significant advancement in AI video generation, enabling users to create videos with simple text prompts, which is expected to enhance user engagement and frequency of use over the long term [3][5]. - The model's capabilities include multi-modal input acceptance, narrative coherence, and audio-visual synchronization, addressing key industry challenges such as character consistency and audio-visual mismatch [4][5]. - The demand for computational power is projected to increase exponentially due to the anticipated high concurrency from both consumer (C-end) content creation and business (B-end) API calls [6]. Summary by Sections Seedance 2.0 Launch and Features - Seedance 2.0 is integrated into various platforms, allowing users to generate short videos easily, which is expected to drive higher usage rates [3]. - The model supports multiple input types and can generate videos with synchronized audio, enhancing the creative process for users [4]. Computational Demand Projections - The report estimates that by October 2025, the monthly usage of AI-generated content on the platform will reach 63,900 times, with a total usage time of 1,668.2 hours [6]. - The complexity of video generation is significantly higher than that of text and images, leading to a substantial increase in computational requirements [6]. - Projections indicate that the number of required H100 GPUs for video generation could range from 2.4 million to 4.284 million under different scenarios, with a market space for H100 GPUs estimated between $4.8 billion and $8.568 billion [14][12]. Long-term Market Opportunities - The report highlights the potential for domestic computational power providers to benefit from the growth of AI video generation, with specific companies recommended for investment, including chip designers and AI server manufacturers [13]. - The user base for short videos in China is expected to exceed 1 billion by the end of 2024, with increasing daily usage times projected [7][11].

Core Viewpoint - The integration of AI technology with office scenarios presents a significant opportunity for the industry, aligning with the company's strategic focus on intelligent agent technology, which has been in development for three years [1] Group 1: Company Strategy and Development - The company has established the Rich AIBox integrated platform, which is entering a critical phase of large-scale implementation, aligning with industry trends of "agent collaboration, safety and control, and human-machine collaboration" as reported by Anthropic [1] - The company's methodology outlined in the "Enterprise Service AI White Paper" emphasizes that the value of enterprise AI equals safety compliance multiplied by (scenarios + data + models + services), showcasing its forward-looking approach [1] - The company is committed to "continuous investment and pragmatic implementation" in the intelligent office sector, with a projected 20.13% year-on-year increase in R&D investment for 2024, focusing on optimizing the "Rich AI full-stack service system" [1] Group 2: Product Development and Market Application - The company has developed core office products like RichMail, which have been adapted for HarmonyOS, providing technical support for products with hundreds of millions of users, such as those from China Mobile [1] - Future plans include expanding into multi-terminal scenarios and customized industry solutions, following the white paper's guidance to target high-frequency essential scenarios, integrating intelligent agent technology into collaborative office and knowledge management core areas [1] - The company will maintain compliance in operations, focusing on technological R&D and product innovation, with the Rich AIBox platform at its core, continuously transforming intelligent agent capabilities into perceivable business value for clients [1]

Core Viewpoint - The integration of AI technology with office scenarios presents a significant opportunity for the industry, aligning with the company's strategic focus on intelligent agent technology, which has been in development for three years [1] Group 1: Company Strategy and Development - The company has established the Rich AIBox integrated platform, which is entering a critical phase of large-scale implementation, aligning with industry trends of "agent collaboration, safety and control, and human-machine collaboration" as reported by Anthropic [1] - The company's methodology outlined in the "Enterprise Service AI White Paper" emphasizes that "the value of enterprise AI = safety compliance × (scenarios + data + models + services)" [1] - The company is committed to "continuous investment and pragmatic implementation" in the field of intelligent office solutions, with a projected 20.13% year-on-year increase in R&D investment for 2024 [1] Group 2: Technological Focus and Product Development - The core focus is on optimizing the "Rich AI full-stack service system," which has developed a technical path of "mainstream large model integration + self-developed AI module deepening" [1] - Key capabilities built on the Rich AIBox platform include low-code control for intelligent agents, multi-agent collaboration, structured supervision, data feedback loops, and a safety compliance foundation [1] - The company has completed the HarmonyOS native adaptation of core office products like RichMail, providing technical support for products with hundreds of millions of users, such as those for China Mobile [1] Group 3: Future Plans and Market Approach - The company plans to continue following the white paper's approach of "entering from high-frequency essential scenarios" to expand multi-terminal scenarios and industry-specific solutions [1] - The goal is to integrate intelligent agent technology into core scenarios such as collaborative office and knowledge management [1] - The company will maintain compliance in operations, focusing on technological R&D and product innovation, with the Rich AIBox platform at the core to continuously convert intelligent agent capabilities into perceivable business value for clients [1]

Group 1 - The company CaiXun Co., Ltd. has completed the registration of changes in its business scope and obtained the registration notice from the Shenzhen Market Supervision Administration on February 11, 2026 [1] - The number of shareholders decreased by 1,882 compared to the previous period (January 30, 2026), reflecting a short-term adjustment in the shareholding structure with a change rate of -4.14% [1] Group 2 - Over the past 7 trading days (February 6 to February 11, 2026), CaiXun's stock price fluctuated within a range of 3.41%, with a maximum price of 31.18 yuan and a minimum of 28.18 yuan [2] - On February 11, 2026, the stock price fell by 1.24% to 30.29 yuan, with a trading volume of 540 million yuan and a turnover rate of 4.06% [2] - There was a net outflow of 63.1652 million yuan from main funds, indicating short-term pressure on the capital [2] - The stock price volatility was influenced by the overall market and industry sector, with the IT service sector showing a slight increase of 0.15% over the past 5 days [2]

本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有 虚假记载、误导性陈述或者重大遗漏。 彩讯科技股份有限公司（以下简称"公司"）第四届董事会第八次会议及 2026 年第一次临时股东会审议通过了《关于变更经营范围并修订<公司章程>的 议案》，同意公司因业务发展需要变更经营范围并修订《公司章程》中的部分 条款。具体内容详见公司 2026 年 1 月 15 日披露在中国证监会指定信息披露网 站巨潮资讯网（www.cninfo.com.cn）的《关于变更经营范围并修订<公司章程> 的公告》（2026-011）。 证券代码：300634 证券简称：彩讯股份 公告编号：2026-018 彩讯科技股份有限公司 关于完成工商变更登记的公告 近日，公司已完成上述事项的工商变更登记及《公司章程》的备案，并取 得了深圳市市场监督管理局下发的《登记通知书》。 特此公告。 彩讯科技股份有限公司 2026 年 2 月 11 日 董事会 ...

Group 1 - The core point of the article is that CaiXun Co., Ltd. (stock code: 300634) reported a total of 43,588 registered shareholders as of February 10, 2026 [1]

Group 1 - The core viewpoint of the news is that CaiXun Technology Co., Ltd. has seen a significant increase in its stock price, with a rise of 5.06% to 29.90 yuan per share, and a total market capitalization of 13.491 billion yuan [1] - CaiXun's main business involves providing industrial internet technology and services, with revenue composition as follows: technical services 61.25%, software product development and sales 17.77%, system integration 16.86%, and other businesses 5.12% [1] Group 2 - From the perspective of fund holdings, Guolian Fund has a significant position in CaiXun, with its Guolian Smart Selection Pioneer Stock A fund increasing its holdings by 26,100 shares in the fourth quarter, bringing the total to 70,400 shares, which represents 0.47% of the fund's net value [2] - The Guolian Smart Selection Pioneer Stock A fund has achieved a year-to-date return of 6.01% and a one-year return of 45.73%, ranking 1,046 out of 4,290 in its category [2] Group 3 - The fund managers of Guolian Smart Selection Pioneer Stock A are Wang Zhe and Chen Xinyu, with Wang having a tenure of 7 years and 88 days and a best fund return of 106.32% during his tenure [3] - Chen Xinyu has a tenure of 6 years and 195 days, with a best fund return of 87.39% during his management [3]

证券日报网讯 2月3日，彩讯股份（300634）在互动平台回答投资者提问时表示，公司高度重视AIGC视 频生成技术的创新与应用，已在文生视频领域完成前瞻性布局并实现关键技术落地。依托全栈AI服务 体系及深厚的多模态大模型技术积累，公司已推出3D超拟人智能视频生成平台、AI智舞等系列产品， 支持通过文字或图片输入自动生成舞蹈视频、3D数字人动画等内容。目前，相关技术能力已在5G新通 话、视频彩铃等场景实现落地应用，持续推动业务体验升级与产品创新。 ...

Core Viewpoint - CaiXun Co., Ltd. emphasizes the importance of neural networks as the core foundation of AI technology and is committed to following technological trends in this field [1] Group 1: Company Developments - The company is actively tracking, adapting, and applying relevant technologies in various scenarios [1] - Current technologies have been integrated into the company's products and solutions [1] - The integration of these technologies aids clients across various industries in achieving intelligent transformation [1]