A股市场AIGC概念股集体下跌，其中， 浙文互联跌9%， 昆仑万维、粵 传媒跌超7%， 宣亚国际、 天 下秀跌超5%， 中控技术、 值得买跌超4%， 因赛集团、 省广集团、 华策影视、 利欧股份、 中文在 线、 岩山科技跌超3%。 ...

责任编辑：栎树 | 代码 | 名称 | | 涨幅% ↑ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 600986 | 浙文互联 | 1 | -9.09 | 210亿 | 80.43 | | 300418 | 昆仑万维 | 1 | -7.56 | 688亿 | 31.37 | | 002181 | 粵 传媒 | | -7.45 | 131亿 | 31.21 | | 300612 | 宣亚国际 | → | -5.95 | 35.64亿 | 10.89 | | 600556 | 天下秀 | | -5.75 | 133亿 | 21.58 | | 688777 | 中控技术 | 1 | -4.32 | 688亿 | 76.23 | | 300785 | 值得买 | | -4.19 | 129亿 | 48.17 | | 300781 | 因塞集团 | | -3.92 | 75.72亿 | 32.60 | | 002400 | 省广集团 | | -3.81 | 194亿 | 25.37 | | 300133 | 华策影视 | | -3.64 | 165 ...

2月6日早盘，AI应用端震荡下挫，截至9时37分，粤传媒、浙文互联跌停，石基信息、三维天地、新华 都跌超8%，值得买、光云科技等跟跌。 上证报中国证券网讯 2月6日早盘，AI应用端震荡下挫，截至9时37分，粤传媒、浙文互联跌停，石基信 息、三维天地、新华都跌超8%，值得买、光云科技等跟跌。 | 序号 | (435) | 名称 | 1 新 | 涨幅% ↑ | 涨跌 | | --- | --- | --- | --- | --- | --- | | 1 | 600986 | 浙文互联 | 13.97 | -9.99 | -1.55 | | 2 | 002181 | 粤传媒 | 11.00 | -9.98 | -1.22 | | 3 | 002153 | 石基信息 | 12.24 | -8.86 | -1.19 | | র্ব | 301159 | 三维大地 | 47.53 | -8.54 | -4.44 | | 5 | 002264 | 新华都 | 11.55 | -8.19 | -1.03 | | 6 | 920021 | 流全科技 | 12.47 | -6.45 | -0.86 | | 7 | 300612 ...

经济观察网A股、港股AI应用股集体下挫。A股方面，引力传媒（603598）触及跌停，天地在线 （002995）、值得买（300785）、因赛集团（300781）、易点天下（301171）、省广集团（002400）跌 幅居前。港股方面，美图公司跌超10%，智谱、MINIMAX-WP跌超5%，金山云、腾讯控股、阿里巴巴- W跟跌。 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [3] Core Insights - The semiconductor industry is leading growth, with smart devices supporting "new quality productivity" as a clear example of China's economic transition towards high-quality development. The growth in these sectors is driven by technological innovation and improvements in total factor productivity [27][30]. - The report highlights the strong demand for high-performance memory driven by AI servers and new generation PCs, indicating that the storage chip industry is entering a new upcycle [24][29]. Summary by Sections Market Overview - The Shanghai Composite Index fell by 0.44% to 4117.95 points, while the Shenzhen Component Index decreased by 1.62% to 14205.89 points during the week of January 26 to February 1, 2026. The three major indices showed slight fluctuations but remained above the 10-day moving average, indicating strong short-term support [1][7]. Industry Data Tracking - Global smartphone shipments reached 336 million units in Q4 2025, marking a year-on-year growth of 2.28%. However, China's smartphone shipments saw a significant decline of 29.4% year-on-year in December 2025 [18]. - Global semiconductor sales reached $75.3 billion in November 2025, reflecting a year-on-year growth of 29.8% [21][22]. - The storage chip industry is experiencing a strong upward trend in DRAM prices since June 2025, driven by robust demand from AI servers and data centers [24]. Investment Recommendations - The report suggests focusing on technology-intensive sectors like smart consumer devices and semiconductors, which are becoming core drivers of economic growth. It emphasizes the importance of domestic semiconductor companies that have made breakthroughs in design, manufacturing, and equipment [27][30]. - The report recommends paying attention to domestic equipment and materials companies that have entered the mainstream chip manufacturing supply chain, as they are crucial to China's self-sufficiency strategy in the semiconductor industry [30][29]. Industry News - Alibaba's Tsinghua Unigroup launched its high-end AI chip "Zhenwu 810E," which has been deployed in various applications, showcasing advancements in domestic chip technology [30][31]. - Two semiconductor companies announced price increases for their chips due to supply constraints and rising costs, indicating a tightening market [32][33]. - The semiconductor industry chain achieved significant profit growth, with integrated circuit manufacturing profits increasing by 172.6% in 2025 [34].

截至9月30日，因赛集团股东户数2.87万，较上期增加42.68%；人均流通股4223股，较上期增加4.68%。 2025年1月-9月，因赛集团实现营业收入7.59亿元，同比增长8.29%；归母净利润2738.08万元，同比减少 24.51%。 分红方面，因赛集团A股上市后累计派现9883.88万元。近三年，累计派现1649.55万元。 机构持仓方面，截止2025年9月30日，因赛集团十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股37.31万股，相比上期增加5.88万股。 2月2日，因赛集团跌4.85%，成交额16.68亿元。两融数据显示，当日因赛集团获融资买入额1.63亿元， 融资偿还1.51亿元，融资净买入1120.86万元。截至2月2日，因赛集团融资融券余额合计3.87亿元。 融资方面，因赛集团当日融资买入1.63亿元。当前融资余额3.86亿元，占流通市值的4.52%，融资余额 超过近一年90%分位水平，处于高位。 融券方面，因赛集团2月2日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量8800.00股，融券余额45.78万元，超过近一年90%分 ...

（记者 张明双） 每经头条（nbdtoutiao）——中国无人驾驶"军团"，"武装"阿布扎比 每经AI快讯，因赛集团1月30日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润亏损5000 万元~9500万元。上年同期归属于上市公司股东的净利润亏损4504.29万元。 ...

证券代码：300781 证券简称：因赛集团 公告编号：2026-001 广东因赛品牌营销集团股份有限公司 2025 年度业绩预告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 二、与会计师事务所沟通情况 本次业绩预告相关数据是公司财务部门初步测算的结果，未经会计师事务所 审计。 公司已就本次业绩预告有关事项与年报审计会计师事务所进行了预沟通，截 至目前，双方在业绩预告相关事项的判断上未发现重大差异，具体数据仍将以会 计师事务所年度审计确认的结果为准。 三、业绩变动原因说明 报告期内，受行业竞争加剧、部分客户营销预算收紧等因素影响，公司部分 子公司未来经营预期发生变化。基于谨慎性原则，并结合相关子公司经营情况、 1 一、本期业绩预计情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 （二）业绩预告情况 | 项目 | 本报告期 | 上年同期 | | --- | --- | --- | | 归属于上市公司 股东的净利润 | 亏损：9,500万元—5,000万元 比上年同期下降11.01%—110.91% | 亏损：4,50 ...

Core Viewpoint - The A-share market has seen a collective surge in "AI marketing (core stocks)" concept stocks, becoming one of the most prominent market themes, with companies like InSai Group, Zhejiang Wenlian, Tianlong Group, BlueFocus, Guangyun Technology, and Yidian Tianxia leading the charge. Company Summaries - **InSai Group (300781.SZ)**: Latest stock price is 54.18 CNY with a daily increase of +20.00%. The company has formed a joint venture with XinSuo Technology to launch a generative engine for reputation marketing and GEO optimization, supported by its self-developed InsightGPT for content production and distribution [1]. - **Zhejiang Wenlian (600986.SH)**: Latest stock price is 13.78 CNY with a daily increase of +9.98%. The company has released the "HochiGEO" intelligent agent to monitor mainstream AI search platforms and provide intelligent advertising and content distribution strategies across sectors like automotive and fast-moving consumer goods [2]. - **Tianlong Group (300063.SZ)**: Latest stock price is 6.13 CNY with a daily increase of +19.99%. The company has developed its own "PinXue·JianYou" AIGC tool matrix and AI engine, compatible with mainstream large models, enabling multi-modal material generation and intelligent advertising optimization [3]. - **BlueFocus (300058.SZ)**: Latest stock price is 8.00 CNY with a daily increase of +14.93%. The company has invested in PureblueAI, which focuses on GEO technology, quickly entering the generative engine optimization sector through model-driven content generation and distribution [4]. - **Guangyun Technology (688365.SH)**: Latest stock price is 9.80 CNY with a daily increase of +12.07%. The company offers products like "KuaiMai XiaoZhi" and "ShenHui MeiGong Robot," integrating multi-modal large models to provide comprehensive solutions for e-commerce customer service, shopping guidance, material generation, and advertising optimization [5]. - **Yidian Tianxia (301171.SZ)**: Latest stock price is 20.20 CNY with a daily increase of +9.69%. As a leader in cross-border marketing, the company has developed a GEO optimization framework compatible with overseas AI search platforms to enhance brand visibility in generative search results [6]. - **Lio Co., Ltd. (002131.SZ)**: Latest stock price is 2.39 CNY with a daily increase of +9.12%. The company has developed the LEOAIAD platform and unified model, leading the standardization of AIGC advertising materials and implementing MCP protocol tools [7]. - **Fushi Holdings (300071.SZ)**: Latest stock price is 3.14 CNY with a daily increase of +8.66%. The company has launched the FlinkAI full-link intelligent marketing platform and the Disi AI smart chain platform, covering multi-modal content generation, intelligent advertising, and digital marketing [8]. - **Zhidao Mai (300785.SZ)**: Latest stock price is 72.19 CNY with a daily increase of +8.20%. The company is advancing its "comprehensive AI" strategy by launching the "ZhiShu" AI full-domain content insight platform and other B-end marketing tools to empower content creation and data analysis [9]. - **Kunlun Wanwei (300418.SZ)**: Latest stock price is 37.60 CNY with a daily increase of +6.05%. The company’s DramaWave utilizes self-developed AI tools for batch generation of multi-language short video materials and intelligent advertising, establishing an "AI + marketing" growth cycle for overseas short drama marketing [10]. - **Yi Wang Yi Chuang (300792.SZ)**: Latest stock price is 19.21 CNY with a daily increase of +5.88%. As one of Alibaba's first AI Agent ecosystem partners, the company’s AI agents have been implemented in scenarios such as AI-generated images, content generation, and advertising optimization, while promoting SaaS subscription services [11]. - **Shengguang Group (002400.SZ)**: Latest stock price is 5.85 CNY with a daily increase of +6.05%. The company has developed the Lingxi AI marketing platform, integrating top large models to create vertical models covering full-link marketing, collaborating deeply with TikTok and Meta, serving over 300 benchmark clients [12]. - **Tianxia Xiu (600556.SH)**: Latest stock price is 6.15 CNY with a daily increase of +7.75%. The company has launched the AI product "Inspiration Island," leveraging AIGC to empower social media and short video content operations, enabling batch content generation, review, and digital IP creation [14].

证券之星消息，1月29日首发经济板块较上一交易日上涨1.69%，因赛集团领涨。当日上证指数报收于 4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。首发经济板块个股涨跌见下表： 从资金流向上来看，当日首发经济板块主力资金净流入4.89亿元，游资资金净流出4.62亿元，散户资金 净流出2646.07万元。首发经济板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...