证券代码：300781 证券简称：因赛集团 公告编号：2025-045 广东因赛品牌营销集团股份有限公司 第三届监事会第二十九次会议决议 本公司及监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。 一、监事会会议召开情况 广东因赛品牌营销集团股份有限公司（以下简称"公司"或"上市公司"） 第三届监事会第二十九次会议于2025年8月1日通讯方式召开。会议通知于2025 年 7 月 29 日以通讯方式发出，应出席会议监事 3 名，实际出席会议监事 3 名。 监事会主席吴宏山先生主持本次会议，会议的召开和表决程序符合《公司法》 《公司章程》的有关规定，会议合法有效。 二、监事会会议审议情况 （一）审议通过《关于废止<广东因赛品牌营销集团股份有限公司监事会议 事规则>的议案》 根据公司法、中国证券监督管理委员会发布的《关于新<公司法>配套制度规 则实施相关过渡期安排》《上市公司章程指引》等相关法律法规的规定，结合公 司实际情况，公司拟废止公司监事会议事规则。 表决结果：3 票同意、0 票弃权、0 票反对。 具体内容详见公司同日刊载于巨潮资讯网（www.cninfo.com.cn） ...

证券代码：300781 证券简称：因赛集团 公告编号：2025-044 广东因赛品牌营销集团股份有限公司 第三届董事会第三十四次会议决议公告 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。 一、董事会会议召开情况 广东因赛品牌营销集团股份有限公司（以下简称"公司"）第三届董事会第三 十四次会议于 2025 年 8 月 1 日以通讯方式召开。会议通知于 2025 年 7 月 29 日 以电子邮件发出，会议应出席董事 10 名，实际出席会议董事 10 名。 董事长王建朝先生主持本次会议，公司监事及高级管理人员列席了本次会议。 本次会议的召开和表决程序符合《公司法》《公司章程》等有关规定，会议合法 有效。 二、董事会会议审议情况 （一）审议通过《关于变更注册资本及修订<公司章程>的议案》 根据公司法、中国证券监督管理委员会发布的《关于新<公司法>配套制度规 则实施相关过渡期安排》《上市公司章程指引》等相关法律法规的规定，结合公 司实际情况，对《公司章程》进行修订。 公司董事会提请股东大会授权公司董事会及其授权人办理工商变更及《公司 章程》备案等相关事宜，具体内容以最 ...

证券之星消息，7月31日广告营销板块较上一交易日上涨0.6%，易点天下领涨。当日上证指数报收于 3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。广告营销板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301171 | 易点天下 | 33.54 | 20.00% | 116.13万 | | 36.93亿 | | 300058 | 蓝色光标 | 6.95 | 4.20% | 492.59万 | | 34.42亿 | | 002264 | 新华都 | 6.85 | 3.95% | 68.62万 | | 4.65亿 | | 300781 | 因赛集团 | 47.49 | 3.69% | 1 29.45万 | | 13.85 Z | | 300612 | 宣亚国际 | 15.76 | 2.34% | 19.43万 | | 3.10亿 | | 002291 | 遥望科技 | 6.83 | 2.25% | 133.38万 | | 9.21亿 ...

市场表现上，基金调研股中，近5日上涨的有11只，涨幅居前的有因赛集团、国机精工、爱乐达等，涨 幅为23.38%、9.95%、7.02%；下跌的有4只，跌幅居前的有西子洁能、洁雅股份、京能热力等，跌幅为 11.53%、2.44%、1.27%。 数据宝统计，基金参与调研股中，近5日资金净流入的有5只，国机精工近5日净流入资金1.50亿元，主 力资金净流入最多；净流入资金较多的还有因赛集团、天龙股份等，净流入资金分别为1.08亿元、 2950.14万元。 业绩方面，基金调研公司中，1家公司已经公布了半年报，净利润同比增幅最高的是飞龙股份，净利润 增长幅度为14.49%。公布上半年业绩预告的共有3家，业绩预告类型来看，预盈有1只。以净利润增幅 中值来看，净利润增幅最高的是美芯晟，预计净利润中值为500.00万元，同比增幅为131.00%。（数据 宝） 昨日基金共对15家公司进行调研，扎堆调研美芯晟、天龙股份、因赛集团等。 证券时报·数据宝统计，7月30日共19家公司被机构调研，按调研机构类型看，基金参与15家公司的调研 活动，其中，10家以上基金扎堆调研公司共4家。美芯晟最受关注，参与调研的基金达21家；天龙股 份、 ...

Group 1 - The core viewpoint of the article highlights that InnoVision Group is actively pursuing the acquisition of the ZhiZhe brand and seeking partnerships with outstanding companies in the marketing field to become a strategic partner of leading tech giants [1] - InnoVision Group plans to launch a blockbuster AI product by the end of 2026, with paid users for ZhiMou I exceeding 2,000 and paid users for I search engine surpassing 30 [1] - The company aims to learn from overseas benchmark companies such as WPP, Omnicom, and Dentsu regarding industry mergers and post-investment integration experiences [1] Group 2 - In terms of overseas expansion, InnoVision Group intends to gradually reduce low-margin overseas investment flow businesses while increasing services for top clients, with a goal of achieving 40% of overseas service revenue by 2030 through mergers, joint ventures, and investments [1] - Debon Fund, established in 2012, currently manages a total asset scale of 54.506 billion yuan, ranking 83rd out of 210 in public fund management [1] - The best-performing public fund product in the past year for Debon Fund is the Debon Xinxing Value Flexible Allocation Mixed A, with a latest unit net value of 2.25 and a growth of 108.71% over the past year [1]

Group 1: InSai Group - InSai Group is advancing the acquisition of the ZhiZhe brand and seeking partnerships with excellent companies in the marketing field to become a strategic partner of leading technology companies [1] - The company plans to launch a blockbuster AI product by the end of 2026, with paid users for ZhiMou exceeding 2,000 and paid users for the search engine exceeding 30 [1] - InSai Group aims to learn from overseas benchmark companies such as WPP, Omnicom, and Dentsu regarding industry mergers and acquisitions and post-investment integration [1] - The company plans to gradually reduce low-margin overseas investment flow businesses and increase services for top clients, targeting 40% of overseas service revenue by 2030 through mergers, joint ventures, and investments [1] Group 2: ZengXian Electric - ZengXian Electric has completed the relocation of its headquarters and R&D center, with manufacturing located in the Wuhan industrial park [2] - The company specializes in frequency converters, integrated special machines, and servo systems, focusing on technological innovation, industry deepening, and market expansion [2] - After acquiring TengHe Electric, ZengXian Electric is promoting business synergy, enhancing supply chain efficiency, and strengthening overall competitiveness, with a focus on automotive electronics and robotics [2] - The company adopts a differentiated layout strategy in overseas markets, covering Europe and Southeast Asia, optimizing product localization and service systems [2] - The new energy business focuses on user-side energy storage solutions, integrating energy storage, frequency conversion, and power conversion technologies [2] - ZengXian Electric is implementing a talent strategy that combines introduction and training, promoting a mentorship program to attract industry solution experts [2]

今日焦点 宁德时代：上半年实现净利润305亿元同比增长33.02% 宁德时代公告，上半年实现收入1789亿元，同比增加7.27%；净利润305亿元，同比增长33.02%。报告 期内，本集团实现毛利448亿元，相比2024年同期增加14.45%；综合毛利率为25.02%，相比2024年同期 的23.45%上升1.57个百分点。 上纬新材：多次触及股票交易异常波动和严重异常波动情形明起停牌核查 上纬新材公告称，公司股票自2025年7月9日至7月30日期间多次触及股票交易异常波动及严重异常波动 情形。公司将于7月31日开市起停牌，预计停牌时间不超过3个交易日。公司基本面未发生重大变化，但 股票交易价格已严重脱离基本面，投资者参与交易可能面临较大市场风险。此外，公司股票价格涨幅显 著高于同期相关指数涨幅，换手率显著高于前期水平，市盈率显著高于行业平均水平。公司主营业务和 生产经营未发生重大变化，收购方未来十二个月内不存在资产重组计划，但控制权变更事项仍存在重大 不确定性风险。 金橙子：筹划购买萨米特光电55%股权，股票停牌 金橙子公告称，公司正在筹划以发行股份及支付现金的方式购买长春萨米特光电科技有限公司55%的股 ...

因赛集团(300781.SZ)发布投资者关系活动记录表公告称，公司正在争取成为某国内头部科技大厂在营 销传播领域的战略合作伙伴并陪伴其全球化布局，通过因赛集团及各营销细分领域的优秀子公司为其提 供全链路营销服务。公司制定了新的研发计划，拟在Q3研发完成多智能体系统（MAS）基座并上线， 整合文案、图片、视频、语音、数字人等多样化AI智能体，研发完成支撑AI智能体高效协作的交互机 制与动态工作流中台等。 ...

Group 1: Company Overview - The company is currently advancing a project to acquire 80% of the Zhizhe brand through a combination of shares and cash, with the project accepted by the Shenzhen Stock Exchange on June 30, 2025 [2] - The company is actively seeking partnerships in various marketing fields, including performance marketing, e-commerce marketing, AI marketing, and overseas marketing [2] Group 2: Strategic Partnerships - The company aims to become a strategic partner for a leading domestic tech giant in the marketing communication sector, providing comprehensive marketing services for its global expansion [3] Group 3: AI Development Plans - The company plans to complete the development of a multi-agent system (MAS) by Q3 2025, integrating various AI capabilities such as text, image, video, and voice [3] - The company’s subsidiary, Yingxing Tianxia, is developing the first cross-platform influencer management application tailored for group enterprises, with a target of launching by Q3 2025 [3] - The company is collaborating with a partner to launch an AI search engine that will enhance brand content visibility on relevant platforms [3] Group 4: Revenue Goals - By the end of 2026, the company aims for the following revenue targets: - InSai AI: Over 50 million yuan in annual commercial revenue [3] - ZhiMou AI: Over 500 million yuan in annual platform turnover with more than 2,000 paying users [3] - AI Search Engine: Over 30 million yuan in annual commercial revenue with a target of 1,000 paying users [3] Group 5: International Expansion Strategy - Starting in 2023, the company plans to provide overseas marketing services for small and medium enterprises, targeting over 1 billion yuan in revenue by 2024 [4] - From 2025, the company will reduce low-margin overseas marketing services while increasing focus on leading industry clients to improve profit margins [4] - By 2030, the company aims for overseas service revenue to account for over 40% of total revenue [4] Group 6: AI Internationalization - By the end of 2025, the company plans to launch multi-language versions of its AI products and systems tailored for overseas markets [4] - The company aims to integrate its applications with international platforms like TikTok, YouTube, and Instagram to cover a broader range of influencers [4]

Summary of Insights from the Conference Call of InSai Group Company Overview - **Company**: InSai Group - **Industry**: Brand Marketing and Public Relations Key Points and Arguments 1. **Acquisition of ZhiZhe Brand**: InSai Group plans to acquire ZhiZhe Brand, expecting net profit (excluding non-recurring items) of 63 million, 72 million, and 81 million yuan over the next three years, aiming to strengthen its position in brand marketing and public relations [2][4] 2. **Global Strategic Partnerships**: The company is actively pursuing partnerships with top domestic tech companies, leveraging its subsidiaries to achieve full coverage in brand marketing, consulting, and performance marketing, with plans to accelerate globalization in the next two years [2][6] 3. **Embracing AI Technology**: InSai Group is fully embracing AI technology through its multi-intelligent system (Max), enhancing capabilities in text, image, video generation, and e-commerce marketing, with plans to promote AI technology internationally [2][7] 4. **Product Development Timeline**: The company aims to launch its sales and multi-agent systems by Q3 2025, utilizing its self-developed inside GPT model to deepen its brand focus and introduce products like digital humans and script videos by Q4 2025 [2][8] 5. **AI Model Specifications**: The InSai GPT model has completed dual filing for algorithms and models, with a parameter scale of approximately 700 billion, and training data sourced from the company's extensive media library [2][9][10] 6. **Capital Expenditure and R&D Plans**: InSai Group plans to maintain a research team of 42 people in 2025, with AI-related revenue targets of 15 million yuan, and aims to expand to 60 people and 30 million yuan in R&D spending by 2026 [4][11] 7. **Strategic Client Base**: The acquisition of ZhiZhe Brand will enhance InSai's client base, which includes major companies like Huawei, BMW, and BYD, and is expected to increase revenue through shared strategic resources [4][16] 8. **Revenue Growth Projections**: The company aims to achieve 100 million yuan in revenue by 2026, with a target of 500 million yuan in the third year, alongside significant personnel expansion and R&D investment [4][15] 9. **Differentiation in Marketing Approaches**: InSai differentiates between brand marketing, which focuses on long-term image building, and performance marketing, which emphasizes short-term visual impact [4][13] 10. **Competitive Positioning**: While InSai does not have a significant advantage in computing power and algorithms compared to competitors, it benefits from unique data accumulated over the years, which is expected to enhance its brand model's performance [4][14] 11. **International Expansion Plans**: InSai has existing overseas operations and plans to establish localized offices in key regions to support international clients, with a focus on AI-driven marketing solutions [4][20] 12. **Financial Strategy for Overseas Operations**: The company anticipates a significant increase in overseas revenue by 2026, while adjusting its resource allocation towards AI and brand marketing in 2025 [4][21] 13. **Operational Model Comparison**: InSai's operational model focuses on creative project delivery with higher profit margins, contrasting with competitors like BlueFocus, which primarily rely on media placement with lower margins [4][22] Additional Important Insights - **AI-Driven Marketing Innovations**: The introduction of products like "Smart Model AI" for influencer marketing demonstrates InSai's commitment to leveraging AI for efficiency in marketing processes [7] - **Cautious Approach to Investment**: InSai plans to adopt a cautious approach in performance and e-commerce marketing due to the need for upfront capital [4][17] - **Future Development Goals**: The company aims to become the first AI-driven marketing service group in China, with aspirations for international growth through continuous acquisitions and collaborative management [4][19]