Core Viewpoint - The company "Zhideshi" announced that its stock price has experienced an abnormal fluctuation, with a cumulative increase of over 30% in closing prices over three consecutive trading days, indicating unusual trading activity [2]. Group 1: Stock Performance - The stock price of Zhideshi has deviated significantly, with a cumulative increase exceeding 30% over three trading days, which is classified as abnormal stock trading behavior [2]. Group 2: Partnership Announcement - Zhideshi has entered into an official partnership with MiniMax, a large model company, as announced on July 29, 2024, via its official WeChat account [2]. - MiniMax's product, Hai Luo AI, has been integrated into Zhideshi's "Consumer Large Model Enhancement Tool Set," allowing users to utilize the "floating ball" feature for quick price comparisons and purchasing [2]. Group 3: Business Impact - The partnership with MiniMax is not expected to have a substantial impact on Zhideshi's current main business operations [2].

Core Viewpoint - The company, ZhiDeMai, has announced a partnership with MiniMax, a large model company, which has attracted significant market attention regarding MiniMax-related concepts [1] Group 1: Partnership Announcement - On July 29, 2024, the company officially announced its partnership with MiniMax through its official WeChat account [1] - MiniMax's product, HaiLuo AI, has been integrated into ZhiDeMai's "Consumer Model Enhancement Toolset," allowing users to utilize the "floating ball" feature for quick price comparisons and purchasing [1] - The partnership currently does not have a substantial impact on the company's main business operations [1]

Core Viewpoint - The stock of ZhiDeMai (300785.SZ) has experienced significant trading volatility, with a cumulative closing price deviation exceeding 30% over three consecutive trading days, prompting regulatory scrutiny [1] Group 1: Stock Performance - The stock price deviation occurred on January 8, 9, and 12, 2026, indicating unusual trading activity [1] - The company acknowledges heightened market interest in the MiniMax concept, leading to its classification as a MiniMax concept stock by some platforms [1] Group 2: Partnership Announcement - On July 29, 2024, the company announced an official partnership with MiniMax, a large model company [1] - MiniMax's product, HaiLuo AI, has been integrated into ZhiDeMai's "Consumer Model Enhancement Toolset," allowing users to utilize the "floating ball" feature for quick price comparisons and purchasing [1] - The partnership is not expected to have a substantial impact on the company's current main business operations [1]

21智讯01月12日电，值得买公告，公司股票交易连续三个交易日内（2026年1月8日、2026年01月09日、 2026年01月12日）日收盘价格涨幅偏离值累计超过30%，属于股票交易异常波动的情形。经核查，公司 前期披露的信息不存在需要更正、补充之处；近期市场对MiniMax相关概念关注度较高，部分平台将公 司股票纳入MiniMax概念股，公司已于2024年7月29日通过官方微信公众号宣布与大模型公司MiniMax 达成官方合作伙伴关系，海螺AI已接入公司"消费大模型增强工具集"，但该合作目前对公司主营业务未 构成实质性影响。此外，公司经营情况及内外部环境未发生重大变化，公司、控股股东和实际控制人不 存在应披露而未披露的重大事项，且在股票交易异常波动期间，控股股东、实际控制人及一致行动人未 买卖公司股票。 ...

值得买1月12日发布公告，股票交易连续三个交易日内（2026年01月08日、2026年01月09日、2026年01 月12日）日收盘价格涨幅偏离值累计超过30%，根据《深圳证券交易所创业板交易特别规定》的有关规 定，属于股票交易异常波动情形。经核实，近期公司经营情况及内外部经营环境未发生重大变化；2024 年7月29日，公司已通过官方微信公众号发布消息，公司与大模型公司MiniMax宣布达成官方合作伙伴 关系。MiniMax旗下大模型产品海螺AI现已接入"消费大模型增强工具集"，基于海螺AI比价策略，用户 可通过海螺AI"悬浮球"功能实现快速比价及跳转购买。目前，该合作事项对公司当前主营业务未构成实 质性影响。 ...

Core Viewpoint - The company has experienced significant stock price fluctuations, with a cumulative deviation of over 30% in closing prices over three consecutive trading days, indicating abnormal trading activity [1] Group 1: Stock Performance - The company's stock has shown a cumulative price deviation exceeding 30% over three consecutive trading days, which is classified as abnormal trading behavior [1] - The market has recently shown heightened interest in the MiniMax-related concepts, leading to the inclusion of the company's stock in MiniMax concept stocks by some platforms [1] Group 2: Partnership Announcement - On July 29, 2024, the company announced an official partnership with MiniMax, a large model company [1] - MiniMax's product, Hai Luo AI, has been integrated into the company's "Consumer Large Model Enhancement Tool Set," allowing users to utilize the "floating ball" feature for quick price comparisons and purchasing [1] - The partnership does not currently have a substantial impact on the company's main business operations [1]

证券代码：300785 证券简称：值得买 公告编号：2026-001 北京值得买科技股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、股票交易异常波动 北京值得买科技股份有限公司（以下简称"公司"）股票交易连续三个交易 日内（2026 年 01 月 08 日、2026 年 01 月 09 日、2026 年 01 月 12 日）日收盘价 格涨幅偏离值累计超过 30%，根据《深圳证券交易所创业板交易特别规定》的有 关规定，属于股票交易异常波动的情形。 二、对重要问题的关注、核实情况说明 针对公司股票交易异常波动，公司董事会对公司、控股股东及实际控制人就 有关事项进行了核查，相关情况说明如下： 2024 年 7 月 29 日，公司已通过官方微信公众号发布消息，公司与大模型公 司 MiniMax 宣布达成官方合作伙伴关系。MiniMax 旗下大模型产品海螺 AI 现已 接入值得买"消费大模型增强工具集"，基于海螺 AI 比价策略，用户可通过海 螺 AI"悬浮球"功能实现快速比价及跳转购买。目前，该合作事项对公司当前 主营业务未构成 ...

Core Viewpoint - The AI application sector in the A-share market has seen a significant surge, driven by the concept of AI marketing GEO (Generative Engine Optimization), which aims to enhance brand visibility in AI-generated content [2][4]. Group 1: Market Performance - After the A-share market opened on January 12, stocks in the AI application sector, including 易点天下 (301171.SZ), 中文在线 (300364.SZ), and 天龙集团 (300063.SZ), surged by 20%, with several stocks hitting the daily limit [2]. - The Media ETF 华夏 (516190.SH) rose over 8%, while 恒生互联网ETF (513330.SH) increased by nearly 3% [2]. Group 2: Future Projections - Institutions predict that the digital marketing GEO will capitalize on AI dividends, with 2026 expected to be a pivotal year for AI application commercialization [4]. - According to 华鑫证券, the dual drivers of AI applications and domestic demand remain promising, with various sectors like digital marketing and e-commerce being favorable for AI commercialization [4]. Group 3: Consumer Behavior and Trends - As consumers increasingly turn to AI assistants like 豆包, DeepSeek, and 元宝 for inquiries, brand visibility in AI search results is becoming crucial for influencing consumer decisions [4]. - QuestMobile's statistics show that 豆包 leads the native AI market with 155 million weekly active users, followed by DeepSeek with over 80 million and 元宝 with over 20 million [4]. Group 4: Industry Insights - The investment logic in the AI industry is shifting from a "computing power competition" to focusing on "application value" [5]. - The head of a consulting firm warns that while GEO presents commercial opportunities, it also faces challenges, including the risk of misuse leading to the generation of false information [5]. - A rational understanding and application of GEO is essential, as the greatest monetization opportunities will belong to brands that effectively convey real value to consumers using AI technology [5].

本文字数：1046，阅读时长大约2分钟 作者 | 第一财经 钱童心 1月12日A股开盘后，AI应用板块集体爆发，有新"易中天"组合之称的易点天下（301171.SZ）、中文 在线(300364.SZ)、天龙集团(300063.SZ)上涨20%，值得买(300785.SZ)、卓易信息(688258.SH) 等多股也都封在涨停板。ETF方面，传媒ETF华夏（516190.SH）二级市场价格上涨超8%，恒生互联 网ETF（513330.SH）上涨近3%。 此轮上涨背后由AI营销GEO（生成式引擎优化）概念推动。GEO是一套专门针对生成式AI内容分发和 推荐机制，进行内容优化的营销策略体系，核心目标，是让品牌、产品或服务在AI生成内容中被优先提 及、引用或推荐，提升在AI搜索结果中的可见度。 2026.01. 12 在这一背景下，AI产业链投资逻辑正由"算力竞赛"向"应用价值"迁移。咨询机构沙利文中国主管合伙人 兼总裁王晨晖对第一财经记者表示："根据我们的调研，用户信息获取入口已被AI重塑，过去的流量争 夺战场，如今已转移到AI这个信息制高点。" 机构认为，传媒应用端看数字营销GEO承接AI红利，2026年将有望成为 ...

Group 1 - Kuaishou concept stocks rose by 8.65%, ranking 6th in concept sector gains, with 46 stocks increasing in value [1] - Notable gainers in the Kuaishou concept include Zhongwen Online and Meiri Interactive, both reaching a 20% limit up, while Liou Co., Zhejiang Wenlian, and Shengguang Group also hit the limit up [1] - The Kuaishou concept sector saw a net inflow of 2.847 billion yuan, with 36 stocks receiving net inflows, and 9 stocks exceeding 100 million yuan in net inflow [1] Group 2 - The top net inflow stocks in the Kuaishou concept include Zhongwen Online with 632 million yuan, followed by Meiri Interactive with 368 million yuan, and Zhidema with 238 million yuan [2] - The net inflow ratios for leading stocks are as follows: Yilv Media at 70.24%, Liou Co. at 65.15%, and Vision China at 48.00% [2] - Other notable stocks with significant net inflows include Sanwei Communication and Shengguang Network, with net inflows of 224 million yuan and 102 million yuan respectively [3]