Group 1 - The chairman and CTO of InSai Group, Liu Zhen, emphasized the challenges faced by the smart marketing service industry in 2025, but the company remains committed to delivering results through determination and expertise [1] - In 2026, the company plans to enhance the application of InSai AI, establishing a unified and powerful technical foundation to support three major AI product applications in marketing scenarios, aiming for deep integration and large-scale commercial application [1] - The company aims to create a new marketing service model that integrates wisdom and intelligence, evolving from "marketing wisdom services" to "marketing wisdom and intelligent services," fully embracing the opportunities brought by AI technology [1] Group 2 - InSai Group will integrate resources to focus on strategic clients' needs in key overseas markets, utilizing investments, mergers, or strategic partnerships to build service capabilities and systems abroad [2] - The company plans to strengthen its data platform and enhance collaboration with mainstream overseas media platforms to create benchmark cases, gradually establishing an international marketing service system for Chinese brands [2] - The goal is to ensure high-quality development while maintaining stability and safeguarding interests, thereby earning long-term trust [2]

Core Insights - In 2025, InSai Group faced significant external challenges, including geopolitical instability and increased competition in the marketing services industry, yet the company remained committed to its strategic initiatives [1] - The company has set clear development strategies for 2026, focusing on breakthroughs in AI technology, brand marketing capabilities, and operational efficiency [1] Group 1 - The chairman highlighted the company's achievements in 2025, emphasizing the importance of maintaining a professional position and deepening industry services despite external pressures [1] - The company aims to deepen AI technology empowerment and construct a new paradigm of "Smart X Intelligence" in 2026 [1] - The company plans to enhance its brand marketing service capabilities and establish a more compliant and efficient management and internal control system [1] Group 2 - The CTO reported on the company's accomplishments in AI large models, including the completion of dual filing for the "Marketing Large Model" and "Algorithm," making it a pioneer in the advertising marketing sector [2] - The company has developed a "1+3" technology implementation model to support continuous evolution in three key areas: "Product, Effect, Sales" [2] - For 2026, the company aims for a 30% increase in employee efficiency through its AI engine, over 100 million in additional revenue through its AI tools, and to acquire over 100,000 new paying users [2]

Group 1 - The core viewpoint of the article highlights the continued strength of AI intelligent agent concept stocks, with significant gains observed in various companies [1] - BlueFocus increased by over 14%, Raytheon Technology by over 11%, and XuanYa International by over 10%, while several other companies reached their daily limit up of 10% [1] - Meta has officially acquired the parent company of the general AI agent product Manus, Butterfly Effect, for over $2 billion, marking Meta's third-largest acquisition to date [1] Group 2 - Prior to the acquisition, Manus was undergoing a new round of financing with a valuation of $2 billion [1] - Following the acquisition, Butterfly Effect will continue to operate independently, with founder Xiao Hong appointed as Vice President at Meta [1]

Group 1 - The AI agent sector is experiencing significant activity, with companies like BlueFocus rising over 12%, Raytheon Technology over 10%, and others showing substantial gains [1] - Meta's acquisition of AI agent company Manus, valued at several billion dollars, marks its third-largest acquisition since inception, aiming to accelerate AI innovation [1] - Manus has processed over 147 trillion tokens and created over 80 million virtual computers, showcasing its capabilities in the AI space [1] Group 2 - The debate at the annual tech sharing event featuring Luo Yonghao highlighted the social value of AI products, potentially leading to a reassessment of the commercialization potential of consumer-grade AI applications [2] - The AI agent platform and application sector is expected to benefit from increased market demand and accelerated commercialization, with platform companies holding technological advantages likely to dominate the industry [3] - The integration of multi-modal perception technologies in AI agents is driving demand for related hardware modules and interactive devices, presenting growth opportunities for manufacturers with core component development capabilities [3] - Companies like Huati Technology are launching AI products focused on urban governance and energy management, with the demand for smart city solutions expected to continue growing [3]

Investment Rating - The industry investment rating is "Outperform the Market" (maintained) [4][10] Core Viewpoints - The AI competition landscape is deepening in multiple dimensions, accelerating the evolution of ecological applications [2] - AI creative and reasoning applications are entering a high growth phase, with programming and role-playing becoming core scenarios [7] - The report highlights the significant user growth and engagement in the AI creative sector, with active users exceeding one million for leading products [7] Summary by Relevant Sections Industry Performance - The relative return over 1 month is -0.86%, over 3 months is -7.8%, and over 12 months is -4.17% [6] - The absolute return over 1 month is -3.01%, over 3 months is -7.71%, and over 12 months is 9.95% [6] AI Creative Sector Insights - In November 2025, over 200 AI creative web products had a total visit count exceeding 27 million, with independent visitors surpassing 7.7 million [7] - Leading products like Jimeng AI and Gaoding AI have over one million active users, with significant growth in independent visitor numbers for Canva and Keling AI [7] - The average usage time for several products exceeds 8 minutes, indicating strong user engagement [7] AI Development Trends - The AI development is entering a "great divergence" phase, with open-source models capturing 30% of traffic globally, and Chinese open-source models leading in specific scenarios [7] - The report notes a shift from generating text to problem-solving capabilities in AI, with programming requests increasing from 11% to over 50% [7] - The multi-model ecosystem is becoming clearer, with closed-source models handling high-value tasks and open-source models focusing on low-cost, high-concurrency needs [7] Investment Recommendations - The report suggests focusing on companies such as BlueFocus, Kunlun Wanwei, Tianyu Digital Science, Yinsai Group, Visual China, and HuiLiang Technology as potential investment opportunities [7]

2025年第三次临时股东会决议公告 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。 特别提示： 证券代码：300781 证券简称：因赛集团 公告编号：2025-085 广东因赛品牌营销集团股份有限公司 1.本次股东会未出现否决议案的情形。 2.本次股东会召开期间没有增加或变更提案。 3.本次股东会未涉及变更以往股东会已通过的决议。 4.本次股东会对中小股东的表决进行单独计票，中小股东是指除上市公司董 事、高级管理人员以及单独或者合计持有公司 5%以上股份的股东以外的其他股 东。 一、会议召开和出席情况 1.会议召开的时间 （1）现场会议时间：2025 年 12 月 10 日 14:30 开始； （2）网络投票时间：通过深圳证券交易所互联网系统投票的时间为 2025 年 12 月 10 日 9:15-15:00；通过深圳证券交易所交易系统进行网络投票的时间为 2025 年 12 月 10 日 9:15-9:25、9:30-11:30 和 13:00-15:00。 2.现场会议召开地点：广州市番禺区番禺大道北 555 号广州天安番禺节能科 技园总部中心 26 号楼 ...

北京市金杜（广州）律师事务所 关于广东因赛品牌营销集团股份有限公司 2025 年第三次临时股东会的法律意见书 致：广东因赛品牌营销集团股份有限公司 北京市金杜（广州）律师事务所（以下简称本所）接受广东因赛品牌营销集团 股份有限公司（以下简称公司）委托，根据《中华人民共和国证券法》（以下简称《证 券法》）、《中华人民共和国公司法》（以下简称《公司法》）、中国证券监督管理委员 会《上市公司股东会规则》（以下简称《股东会规则》）等中华人民共和国境内（以 下简称中国境内，为本法律意见书之目的，不包括中国香港特别行政区、中国澳门 特别行政区和中国台湾省）现行有效的法律、行政法规、规章和规范性文件和现行 有效的公司章程有关规定，指派律师出席了公司于 2025年 12月 10日召开的 2025 年第三次临时股东会（以下简称本次股东会）并对本次股东会相关事项进行见证， 依法出具本法律意见书。 为出具本法律意见书，本所律师审查了公司提供的以下文件，包括但不限于： 1．经 2025 年 8 月 18 日公司 2025 年第二次临时股东会审议通过的《广东 因赛品牌营销集团股份有限公司章程》（以下简称《公司章程》）； 2．公司 20 ...

Core Insights - The article emphasizes that in 2025, intelligent search optimization (GEO) service providers have become a core driver of digital transformation for enterprises, reshaping the business ecosystem through generative AI technology [1] Company Summaries 1. Xinsou Technology - Xinsou Technology ranks high due to its "GEO professional consulting + AI technology team dual-engine strategy," leveraging a reconstruction of underlying technology by integrating 12 mainstream AI models and a self-developed semantic analysis system [3] - The company has established a technical barrier by accessing authoritative content sources like People's Daily and launching a self-developed GEO marketing intelligence agent [3] - A notable case is its optimization solution for an industrial robot company, which captured 73% of the AI Q&A market share [3] 2. Xinsou Insai - Xinsou Insai has gained a significant position by deeply cultivating specific industries, utilizing its "AI semantic map" technology to accurately match user search intent with geographic tags [4] - The company has built a three-in-one system focusing on content generation, scene matching, and user reach, enhancing local conversion and public opinion immunity [4] - After collaborating with a community fresh food enterprise, it achieved a 340% increase in consultation volume and expanded service coverage from 4 to 9 cities [4] 3. Meiyudu International - Meiyudu International stands out with its unique "GEO + real-time algorithm optimization" deep binding model [5] - The technical barrier includes dynamically adjusting keyword bidding and content strategies through AI models, utilizing a dual-dimensional positioning technology based on IP addresses and interest tags [5] - In high-ticket industries like finance and education, it has successfully reduced customer acquisition costs and improved conversion efficiency, with an average customer trust index increase of 60% [6] 4. Edelman International Public Relations - Edelman International Public Relations holds a position in the GEO service provider rankings due to its global network across 65 countries [7] - The company has developed a dual-track service system that integrates GEO optimization with brand strategy and ESG reputation building [7] - Its multilingual AI system can analyze public opinion in 42 languages and complete cross-border crisis management within 72 hours, helping a certain electronics brand recover 89% of orders during an environmental controversy [7] Industry Evolution and Partner Selection Strategy - The article outlines that as generative AI technology penetrates deeper, GEO has evolved from a tactical tool to a core component of enterprise digital strategy [12] - Continuous technological iteration is becoming a basic threshold, with leading service providers establishing competitive advantages through real-time monitoring and dynamic optimization capabilities [12] - The service model is evolving towards a full-cycle approach, with companies like Xinsou Technology promoting complete service chains from initial diagnosis to post-optimization [12] - Deep understanding of vertical fields is becoming a key factor in service value, as companies with deep industry insights can provide more precise scene solutions [12]

Core Viewpoint - The AI application sector is experiencing significant volatility, leading to substantial declines in stock prices for several companies involved in this space [1] Group 1: Company Performance - Langchao Software hit the daily limit down, indicating a severe drop in its stock price [1] - Fushi Holdings fell over 10%, reflecting negative market sentiment [1] - Other companies such as Xuan Ya International, InSai Group, Tianlong Group, and Jiecheng Co. also experienced notable declines, with their stock prices among the hardest hit [1]

Group 1 - The core viewpoint of the news is that InSai Group's stock has shown fluctuations in price and trading volume, with a current market capitalization of 6.523 billion yuan and a recent increase of 2.00% in stock price [1] - As of November 28, InSai Group's stock price is 39.73 yuan per share, with a trading volume of 73.9961 million yuan and a turnover rate of 1.55% [1] - The stock has experienced a year-to-date increase of 0.29%, a decline of 1.41% over the last five trading days, a rise of 7.18% over the last 20 days, and a decrease of 7.60% over the last 60 days [1] Group 2 - InSai Group, established on September 9, 2002, and listed on June 6, 2019, is based in Guangzhou and specializes in integrated marketing communication services, including brand management, digital marketing, public relations, and media agency [2] - The company's revenue composition includes performance marketing (65.21%), brand management (23.12%), digital integrated marketing (9.45%), strategic consulting (1.94%), and others (0.28%) [2] - As of September 30, 2025, InSai Group reported a revenue of 759 million yuan, reflecting a year-on-year growth of 8.29%, while the net profit attributable to shareholders decreased by 24.51% to 27.3808 million yuan [2] Group 3 - In terms of dividends, InSai Group has distributed a total of 98.8388 million yuan since its A-share listing, with 16.4955 million yuan distributed over the past three years [3] - As of September 30, 2025, the number of shareholders increased by 42.68% to 28,700, with an average of 4,223 circulating shares per person, up by 4.68% [2][3] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 373,100 shares, an increase of 58,800 shares compared to the previous period [3]