Core Viewpoint - The company Han Yi Co., Ltd. (301270) has announced a profit forecast for 2025, expecting a net profit increase of 36.23% to 70.29%, while also completing a share reduction plan by its controlling shareholder, accelerating its transformation towards cultural consumption and AI sectors [1][2][3][4]. Financial Performance - The company forecasts a net profit attributable to shareholders of 12 million to 15 million yuan for 2025, representing a year-on-year growth of 36.23% to 70.29%. The net profit after deducting non-recurring gains and losses is expected to be 7.5 million to 10 million yuan, with a significant year-on-year increase of 159.60% to 246.13% [2]. - The performance improvement is primarily attributed to enhanced business efficiency, savings on leasing costs, and a reduction in share-based payment expenses [2]. Shareholder Activity - The share reduction plan by the controlling shareholder and concerted parties was completed on January 9, 2026, with a total of 2.94% of the total share capital (2.94 million shares) being sold through centralized bidding and block trading at prices ranging from 34.20 yuan to 39.24 yuan per share [3]. Strategic Development - The company is accelerating its transformation into the cultural consumption sector, having acquired a 39% stake in Shanghai Pi Dong Cultural Media Co., Ltd. for 102 million yuan in 2025, and is strategically investing in multiple AI projects (such as WorkMagic and ARKIE) to expand its IP business and AI technology applications [4]. Institutional Holdings Analysis - As of September 30, 2025, Huaxia Industry Prosperity Mixed A has entered the top ten circulating shareholders, holding 2.1103 million shares, which accounts for 2.23% of the circulating shares. The stock has shown active performance, closing at 42.07 yuan per share on February 12, 2026, with a net inflow of 2.3505 million yuan from main funds [5]. Recent Stock Performance - Since February 2026, the stock price has shown an upward trend, with a cumulative increase of 12.55% year-to-date as of February 12, 2026. However, it has experienced a 5.03% decline over the past 20 days, indicating fluctuations in market sentiment [6].

【华泰计算机】字节Seedance2.0 AI视频奇点时刻，AI漫剧遗珠 #Seedance奇点时刻、AI漫剧流量爆发。 2月7日，字节旗下即梦AI上线新一代视频生成模型Seedance 2.0，主要的质变包括：多镜头叙事与导演级控制、音 画同步与口型匹配、角色与场景一致性显著增强，使AI视频具备了长篇叙事的能力，向影视工业级别迈进。 根据巨量数据，抖音平台漫剧单日消耗突破2000 【华泰计算机】字节Seedance2.0 AI视频奇点时刻，AI漫剧遗珠 #Seedance奇点时刻、AI漫剧流量爆发。 #具有核心IP资源矩阵的公司将率先受益于Seedance带来的内容生产效率的指数级提升。 两个逻辑：1.上游IP将成为AI漫剧行业爆发的核心的数字矿产资源，具备稀缺性；2.IP在AI漫剧中具备强大杠杆效 应，可凭借热门IP撬动AI漫剧广阔市场。 #建议关注AI漫剧遗珠【汉仪股份】。 #核心资源加持+漫剧积极布局。 汉仪股份旗下上海皮东拥有游戏领域顶级IP矩阵。 25年7月，汉仪股份收购上海皮东39%股份。 上海皮东旗下"不凡玩品"拥有多项顶级IP授权，拥有王者荣耀（KPL）、和平精英（PEL）、英雄联盟（LPL ...

Market Overview - The A-share market experienced a volatile session with the Shanghai Composite Index closing at 4128.37 points, up 0.13%, and a total trading volume of 882.2 billion yuan [1] - The Shenzhen Component Index closed at 14210.63 points, up 0.02%, with a trading volume of 1223.3 billion yuan [1] - The ChiNext Index fell by 0.37% to 3320.54 points, with a trading volume of 597.1 billion yuan [1] - Total trading volume in both markets was 2.11 trillion yuan, a decrease of 143.9 billion yuan compared to the previous trading day [1] Sector Performance - The cultural media, gaming, shipbuilding, education, and communication service sectors saw significant gains, while precious metals, photovoltaic equipment, jewelry, energy metals, and commercial retail sectors experienced declines [1] - The cultural media sector was notably boosted by the AI video generation model Seedance 2.0 from ByteDance, which gained attention both domestically and internationally [1] Company Movements - Companies such as Reading Culture, Jiecheng Shares, Chinese Online, Rongxin Culture, Happiness Blue Sea, and Light Media all hit the 20% daily limit up due to the surge in the cultural media sector [1] - There are indications of profit-taking by major funds in previously strong stocks, leading to a cautious outlook for the last trading days before the holiday [2]

2月10日，汉仪股份涨5.18%，截至发稿，报42.03元/股，成交2.70亿元，换手率6.97%，总市值42.03亿 元。 资料显示，北京汉仪创新科技股份有限公司位于北京市海淀区翠微路2号院五区2号楼二层201，成立日 期1993年9月4日，上市日期2022年8月31日，公司主营业务涉及字体设计、字库软件开发和授权、提供 字库类技术服务和视觉设计服务,以及以IP赋能方式开展的IP产品化业务。主营业务收入构成为：字库 软件授权业务68.01%，互联网平台授权业务23.20%，字库类技术服务业务6.15%，IP产品及授权等业务 1.75%，其他技术服务业务0.87%，租赁收入0.02%。 从汉仪股份十大流通股东角度 华夏行业景气混合A（003567）基金经理为钟帅。 截至发稿，钟帅累计任职时间5年199天，现任基金资产总规模119.14亿元，任职期间最佳基金回报 222.39%， 任职期间最差基金回报13.25%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staf ...

2月4日，汉仪股份跌5.01%，截至发稿，报37.51元/股，成交2.14亿元，换手率5.91%，总市值37.51亿 元。 资料显示，北京汉仪创新科技股份有限公司位于北京市海淀区翠微路2号院五区2号楼二层201，成立日 期1993年9月4日，上市日期2022年8月31日，公司主营业务涉及字体设计、字库软件开发和授权、提供 字库类技术服务和视觉设计服务,以及以IP赋能方式开展的IP产品化业务。主营业务收入构成为：字库 软件授权业务68.01%，互联网平台授权业务23.20%，字库类技术服务业务6.15%，IP产品及授权等业务 1.75%，其他技术服务业务0.87%，租赁收入0.02%。 从汉仪股份十大流通股东角度 数据显示，华夏基金旗下1只基金位居汉仪股份十大流通股东。华夏行业景气混合A（003567）三季度 新进十大流通股东，持有股数211.03万股，占流通股的比例为2.23%。根据测算，今日浮亏损失约 417.84万元。 华夏行业景气混合A（003567）成立日期2017年2月4日，最新规模69.58亿。今年以来收益12.67%，同 类排名689/8873；近一年收益78.91%，同类排名477/8119； ...

Core Viewpoint - Han Yi Co., Ltd. (301270.SZ) has introduced UPDF, a comprehensive PDF document application that integrates AI technology to enhance document processing efficiency [1] Group 1: Product Features - UPDF offers a wide range of PDF solutions including reading, annotation, editing, format conversion, and page management [1] - The application includes an AI assistant designed to help users efficiently handle large volumes of PDF files and lengthy reports [1] Group 2: Future Developments - The release of UPDF 2.0 in 2025 will focus on enhancing AI PDF capabilities, which is expected to increase the number of registered and paying users, as well as revenue [1] - The company emphasizes research and development innovation and is committed to exploring and accumulating AI technology applications in the future [1]

Core Viewpoint - Han Yi Co., Ltd. (301270.SZ) emphasizes the development of UPDF, a comprehensive PDF document application that integrates AI technology to enhance document processing efficiency [1] Group 1: Product Features - UPDF offers a wide range of PDF solutions, including reading, annotation, editing, format conversion, and page management [1] - The application includes an AI assistant and tools for invoice processing and batch operations to help users manage large volumes of PDF files and lengthy reports [1] Group 2: Future Developments - The release of UPDF version 2.0 in 2025 will focus on enhancing AI PDF capabilities, which is expected to increase the number of registered and paying users, as well as revenue [1] - The company is committed to research and innovation, actively embracing cutting-edge AI technologies, and will continue to explore AI technology accumulation and application in the future [1]

格隆汇2月2日丨汉仪股份(301270.SZ)在投资者互动平台表示，WorkMagic是一款基于生成式AI智能驱动 的营销SaaS平台。WorkMagic现阶段主要面向Shopify等电商平台上的商家提供以"真实营销效果"为核心 的跨平台营销分析、营销管理及营销优化解决方案。阿几网络其主要产品是企业级智能营销内容平台 ARKIE。ARKIE是一个强大的智能批量作图与营销内容管理系统。它通过模板化、规则引擎和AI能 力，实现设计图、海报、社交媒体素材等内容的自动化、批量化生成与在线编辑。 ...

格隆汇1月29日丨汉仪股份(301270.SZ)公布，预计2025年归属于上市公司股东的净利润1,200万元～ 1,500万元，比上年同期增长36.23%～70.29%，扣除非经常性损益后的净利润750万元～1,000万元，比 上年同期增长159.60%～246.13%。 报告期内，业绩变动的主要原因如下：1.经业务提质增效，本年度相比去年资产减值损失减少约450- 500万元；2.本年度公司经营办公场所搬迁，导致租赁费用下降，预计节约租赁费用约为300-350万元； 3.本年度因计提股份支付的金额减少，导致股份支付费用减少约200-260万元。 ...

Financial Projections - The estimated net profit for 2025 is projected to be between 12 million and 15 million CNY, representing a year-on-year increase of 36.23% to 70.29%[4] - The estimated net profit after deducting non-recurring gains and losses is projected to be between 7.5 million and 10 million CNY, indicating a year-on-year growth of 159.60% to 246.13%[4] Cost Reductions - The reduction in asset impairment losses is expected to be approximately 4.5 million to 5 million CNY compared to last year[6] - The relocation of the company's office is anticipated to save rental costs by about 3 million to 3.5 million CNY[7] - The decrease in share-based payment expenses is expected to be around 2 million to 2.6 million CNY due to reduced provisions[7] Non-Recurring Gains and Losses - The impact of non-recurring gains and losses on net profit is estimated to be around 4.5 million to 5 million CNY, primarily from investment product returns and fair value changes[7] Financial Reporting - The financial data presented is preliminary and has not been audited by the registered accountant[8] - The company emphasizes the importance of cautious decision-making and awareness of investment risks[8]