Group 1 - The 2025 Global Digital Trade Expo will be held in Hangzhou from September 25 to 29, co-hosted by the Zhejiang Provincial Government and the Ministry of Commerce [1] - Daily Interactive, a data intelligence listed company, will participate in over 10 forum activities and has been invited to exhibit at the expo [1] - Data is referred to as the "new oil" of digital trade, serving as a production factor to extract value and drive the development of the trade ecosystem [1] Group 2 - The GAI Station is a one-stop AI application solution for enterprises and government departments, designed to utilize private data effectively [1] - The "Data Release Station," built on a "trusted data space + controllable large model," facilitates the efficient circulation of data value across various sectors such as healthcare, transportation, and marketing [1] - Daily Interactive will host various interactive activities during the expo, including live demonstrations of GAI Station's capabilities and online sharing sessions [1]

Group 1 - Daily Interactive's stock price decreased by 5.04% to 40.55 CNY per share, with a trading volume of 9.54 billion CNY and a turnover rate of 6.42%, resulting in a total market capitalization of 16.007 billion CNY [1] - Daily Interactive, established on December 7, 2010, and listed on March 25, 2019, operates as a mobile internet service provider leveraging big data, with revenue composition: data services 86.32%, developer services 11.06%, and others 2.62% [1] Group 2 - Southern Fund's Southern CSI 2000 ETF (159531) holds Daily Interactive as its second-largest position, having increased its holdings by 2,100 shares in Q2, totaling 34,300 shares, which represents 0.22% of the fund's net value [2] - The Southern CSI 2000 ETF has a current scale of 539 million CNY, with a year-to-date return of 34.55% and a one-year return of 84.19%, ranking 1415 out of 4220 and 902 out of 3814 respectively [2] Group 3 - The fund manager of Southern CSI 2000 ETF is Li Jialiang, who has been in the position for 9 years and 52 days, managing assets totaling 5.328 billion CNY, with the best fund return during his tenure being 153.34% and the worst being -29.58% [3]

Company Overview - Daily Interactive Co., Ltd. is located in Hangzhou, Zhejiang Province, established on December 7, 2010, and listed on March 25, 2019. The company specializes in big data-based mobile internet comprehensive services, providing technical services for mobile application developers, mobile internet marketing services for advertisers, and data services for other vertical clients [2]. Business Performance - As of June 30, 2025, Daily Interactive reported a revenue of 218 million yuan, a year-on-year increase of 0.67%. However, the net profit attributable to shareholders was -31.89 million yuan, a decrease of 869.01% compared to the previous year [2]. - The company's main business revenue composition is as follows: data services account for 86.32%, developer services 11.06%, and others 2.62% [2]. Stock Performance - On September 22, Daily Interactive's stock price increased by 2.18%, reaching 41.79 yuan per share, with a trading volume of 287 million yuan and a turnover rate of 1.93%, resulting in a total market capitalization of 16.497 billion yuan [1]. - Year-to-date, the stock price has risen by 186.04%, but it has seen a decline of 1.44% over the last five trading days and a 12.24% drop over the last 20 days [1]. Shareholder Information - As of June 30, 2025, the number of shareholders for Daily Interactive was 103,100, a decrease of 17.18% from the previous period. The average circulating shares per person increased by 20.74% to 3,449 shares [2]. - The company has distributed a total of 78.81 million yuan in dividends since its A-share listing, with 19.61 million yuan distributed over the last three years [3]. Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the fifth-largest circulating shareholder, holding 3.51 million shares, a decrease of 1.5496 million shares from the previous period [3].

Core Viewpoint - The performance of the Zhongzheng 2000 ETF managed by Jiashi Fund has shown a decline in its share price and mixed results among its major holdings since its inception on September 14, 2023 [1] Group 1: ETF Performance - As of the midday close on September 19, the Zhongzheng 2000 ETF Jiashi (159535) decreased by 0.92%, trading at 1.395 yuan with a transaction volume of 453,100 yuan [1] - Since its establishment, the fund has achieved a return of 40.87%, with a monthly return of 1.85% [1] Group 2: Major Holdings Performance - Major stocks within the ETF include: - Meiri Hudong down 0.31% - Hanwei Technology down 7.97% - Hongchuang Holdings up 5.27% - Dongtu Technology down 1.34% - Hengbao Shares down 5.53% - Taiji Shares down 0.72% - Rejing Biology down 4.53% - Shijia Photon up 0.67% - Huasheng Tiancai down 4.24% - Tainkang up 1.49% [1]

Company Overview - Daily Interactive Co., Ltd. is located in Hangzhou, Zhejiang Province, and was established on December 7, 2010. It was listed on March 25, 2019. The company primarily provides comprehensive mobile internet services based on big data, offering technical services to mobile application developers, marketing services to advertisers, and data services to clients in various verticals [2]. Business Performance - As of June 30, 2025, Daily Interactive reported a revenue of 218 million yuan, representing a year-on-year growth of 0.67%. However, the net profit attributable to the parent company was -31.89 million yuan, a decrease of 869.01% compared to the previous period [2]. - The company's main business revenue composition is as follows: data services account for 86.32%, developer services for 11.06%, and other services for 2.62% [2]. Stock Market Activity - On September 17, Daily Interactive's stock price decreased by 2.02%, trading at 41.65 yuan per share with a total transaction volume of 512 million yuan and a turnover rate of 3.39%. The total market capitalization is 16.441 billion yuan [1]. - Year-to-date, Daily Interactive's stock price has increased by 185.08%. Over the last five trading days, the stock has declined by 2.71%, and over the last 20 days, it has decreased by 1.37%. However, over the last 60 days, the stock has risen by 18.73% [1]. Shareholder Information - As of June 30, 2025, Daily Interactive had 103,100 shareholders, a decrease of 17.18% from the previous period. The average number of circulating shares per shareholder is 3,449, which is an increase of 20.74% [2]. - The company has distributed a total of 78.8122 million yuan in dividends since its A-share listing, with 19.6086 million yuan distributed over the past three years [3]. Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited is the fifth-largest circulating shareholder, holding 3.51 million shares, which is a decrease of 1.5496 million shares from the previous period [3].

Group 1 - The company is actively exploring the innovative applications of artificial intelligence (AI) in vertical scenarios to empower various industries [2] - The company has developed and is promoting its own AI products, including GAI OS, GAI Office, and GAI Store, aimed at enhancing AI integration in the enterprise market [2] - The introduction of the "GAI Station," a high-end model device priced at 100,000 yuan, provides a comprehensive solution that includes an operating system, scenario tools, application ecosystem, and hardware support [2]

Group 1 - The 2025 China International Big Data Industry Expo was held in Guiyang, showcasing the importance of data intelligence in driving industry development [1] - Daily Interactive, a leading data intelligence company, presented its AI application solution, GAI Station, which integrates advanced AI technology with 20 years of expertise [1][2] - GAI Station is priced at 98,000 yuan per unit and includes three years of model and knowledge base services, featuring AI office tools for mainstream business scenarios [1][2] Group 2 - The core mission of GAI Station is to efficiently utilize data, with the company's chairman emphasizing the need for trust and practical applications in AI [2] - Daily Interactive's revenue composition shows that 88% comes from data elements, highlighting its comprehensive capabilities in data accumulation, governance, and application [2] - Another product, "Fa Shu Zhan," aims to unlock the value of industrial and public data, enhancing data flow and connectivity across various sectors [3] Group 3 - "Fa Shu Zhan" is designed as a data "power station" to facilitate the secure circulation of data elements, linking various industries such as healthcare and transportation [3] - The implementation of "Smart Green Wave" in over 30 provinces has improved traffic efficiency by over 20%, reducing hardware costs and enhancing urban traffic management [3] - Daily Interactive has established partnerships with various organizations to promote the "Hundred Cities, Hundred Scenarios" initiative, aiming to benefit more cities and industries with data value [3] Group 4 - The concept of "Smart Components" was introduced, which integrates software, hardware, and human-machine collaboration to enhance AI's potential from functional assistance to value creation [3]

Group 1 - The 2025 China International Big Data Industry Expo (2025 Data Expo) was inaugurated on August 27, hosted by the National Data Bureau and the Guizhou Provincial Government, marking a significant event in the global big data sector [1] - GAI Station, a new generation intelligent terminal developed by Meiri Interactive, integrates 20 years of "DI Know-How" with cutting-edge AI technology, and is a highlight of the expo [2] - GAI Station is priced at 98,000 yuan per unit, including three years of large model and knowledge base services, and comes pre-installed with AI office tools such as writing assistants and meeting minutes [2] Group 2 - "Fashu Station," another product from Meiri Interactive, focuses on maximizing the value of industrial and public data through a secure link for efficient data flow [3] - The company has established partnerships with various organizations, including Hainan International Economic Development Bureau and China Telecom Zhejiang, to promote the "Hundred Cities, Hundred Scenarios" co-creation initiative [3] - The presence of AI robotic dogs at the expo, developed in collaboration with a local tech company, showcases the practical applications of AI technology in real-world scenarios [3]

Core Insights - The application of AI in the app industry presents new opportunities while imposing new demands for operational growth, making efficient and intelligent data analysis a necessity [1] Group 1: AI Integration and User Interaction - Daily Interaction (个推) leverages its extensive data intelligence to deeply integrate big data with AI models, enhancing user interaction and business insights [1] - The upgraded user operation platform allows users to activate the intelligent inquiry assistant via a floating window or function button, enabling direct input of business questions [1] Group 2: Intent Recognition and Query Accuracy - To improve the accuracy of AI responses in real business environments, the intelligent inquiry assistant incorporates years of industry know-how into its intent recognition [1] - The assistant utilizes an industry knowledge base and enterprise knowledge base for intent disambiguation and semantic standardization, offering multiple intent options to refine data queries [1] Group 3: Empowering Operations and Analysis - The intelligent inquiry assistant adapts to different user roles by providing real-time access to key metrics and interpretations, thereby enhancing decision-making efficiency [1] - Users can save key indicators, quality responses, and specific analysis conclusions to visual dashboards, periodic reports, or monitoring templates within the platform [1] Group 4: Application and Future Developments - The intelligent inquiry assistant, Data Agent, is being gradually implemented in a content-based app with millions of users, helping teams identify high-potential topics and user churn risks [1] - The company plans to continue upgrading its user operation capabilities, embracing more apps for AI application co-creation and capability iteration, supporting dual growth in users and business [1]

Volatility - Today, 10 stocks in the A-share market experienced a volatility exceeding 20% [1] - N Energy Light, Kechuang Information, and Tonghui Electronics had the highest volatility [1] Turnover Rate - A total of 22 stocks in the A-share market had a turnover rate exceeding 30% today [1] - N Energy Light, Southern Precision, and Kechuang Information led in turnover rate [1] Main Capital Flow - Main capital today saw a net inflow into the computer, electronics, and media sectors, while experiencing a net outflow from the pharmaceutical, basic chemical, and non-ferrous metal sectors [1] - The stocks with the highest net inflow of main capital included Dongfang Caifu (1.987 billion), ZTE Communications (1.697 billion), Kunlun Wanwei (1.292 billion), Chuanrun Shares (889 million), and Tonghuashun (700 million) [1] - The stocks with the highest net outflow of main capital included Meiri Interactive (623 million), GoerTek (545 million), Beixin Source (509 million), Cross-Border Communication (439 million), and WuXi AppTec (411 million) [1]