机构对凡拓数创关注度一般，最新舆情偏中性。盈利预测显示，机构预计2025年净利润约6600万元，同 比增长20%；2026年净利润预计7600万元，同比增长15.15%。基金持股比例较低，为0.02%，评级以中 性为主。行业方面，传媒板块近期受AIGC技术进展影响，但公司直接关联有限。 以上内容基于公开资料整理，不构成投资建议。 经济观察网近7天，凡拓数创（301313）股价表现活跃，资金流向引发市场关注。2026年2月10日，公司 股价收盘报32.7元，单日涨幅2.96%，主力资金净流入1162.18万元，占总成交额5.05%，但游资净流出 1350.65万元，显示资金分化。此前，2月9日股价收于31.76元，上涨5.41%，主力资金净流入709.78万 元。2月6日股价小幅下跌至30.13元，主力资金净流出77.64万元，同时控股股东伍穗颖新增质押26.1万 股。截至2026年2月13日最新数据，股价报收34.48元，5日累计上涨14.44%，换手率6.62%，短期资金关 注度较高。 机构观点 ...

北京市中伦（广州）律师事务所 关于广州凡拓数字创意科技股份有限公司 2026 年第一次临时股东会的 法律意见书 二〇二六年二月 北京市中伦（广州）律师事务所 关于广州凡拓数字创意科技股份有限公司 2026 年第一次临时股东会的 法律意见书 致：广州凡拓数字创意科技股份有限公司 北京市中伦（广州）律师事务所（以下简称"本所"）受广州凡拓数字创意 科技股份有限公司（以下简称"公司"）委托，指派本所律师金涛、叶可安（以 下简称"本所律师"）出席公司 2026 年第一次临时股东会（以下简称"本次股 东会"）。本所律师根据《中华人民共和国公司法》（以下简称"《公司法》"）、 《上市公司股东会规则》等有关法律、法规、规范性文件及《广州凡拓数字创意 科技股份有限公司章程》（以下简称"《公司章程》"）的规定，对公司本次股 东会进行见证并出具法律意见。 本所及本所律师依据《中华人民共和国证券法》（以下简称"《证券法》"）、 《律师事务所从事证券法律业务管理办法》和《律师事务所证券法律业务执业规则 （试行）》等规定及本法律意见书出具日以前已经发生或者存在的事实，严格履行 了法定职责，遵循了勤勉尽责和诚实信用原则，进行了充分的核查 ...

证券代码：301313 证券简称：凡拓数创 公告编号：2026-010 广州凡拓数字创意科技股份有限公司 2026 年第一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。 1、本次股东会无增加、变更、否决提案的情况； 2、本次股东会不涉及变更以往股东会决议的情形。 一、会议召开和出席情况 3、召开方式：现场投票及网络投票相结合的方式； 4、会议召集人：公司第四届董事会； 5、会议主持人：董事长伍穗颖先生 6、本次会议的召集、召开符合《中华人民共和国公司法》《上市公司股东 会规则》《深圳证券交易所创业板股票上市规则》等有关法律、行政法规、部 门规章、规范性文件和《公司章程》的有关规定。 特别提示： 1、会议召开时间： 现场会议时间：2026 年 2 月 9 日（星期一）14:30； 网络投票的时间：通过深圳证券交易所交易系统进行网络投票的具体时间 为 2026 年 2 月 9 日的交易时间，即 9:15-9：25,9:30-11:30 和 13:00-15:00; 通过深圳证券交易所互联网系统投票的具体时间为 2026 年 2 月 9 日 9 ...

广州凡拓数字创意科技股份有限公司 关于控股股东、实际控制人部分股份质押的公告 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。 广州凡拓数字创意科技股份有限公司（以下简称"公司"）近日接到控股 股东、实际控制人伍穗颖先生通知，获悉其所持有的公司部分股份办理了股份 质押业务，具体事项如下： 一、股东股份质押基本情况 证券代码：301313 证券简称：凡拓数创 公告编号:2026-009 注 1：截至本公告披露日，伍穗颖先生直接持有公司股份 27,938,760 股，占公司当前总股 本的 27.01%，通过盐城津土投资咨询有限公司间接持有公司 3,698,000 股，占公司当前总股本 的 3.57%。 二、股东股份累计质押情况 截至本公告披露日，公司控股股东、实际控制人及其一致行动人所持股份 被质押情况如下： 1 | | 是否为控 | 本次质押 | 是否 | 是否 | | | | 占其所 | 占公司 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名 | 股股东或 ...

Market Overview - The digital media sector experienced a decline of 3.85% on February 4, with ZhiDeMai leading the drop [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] Individual Stock Performance - *ST Fanli (600228) closed at 6.04, up 5.04% with a trading volume of 161,100 shares and a transaction value of 95.06 million [1] - Sanliu Wu Wang (300295) closed at 11.78, up 2.52% with a trading volume of 96,200 shares and a transaction value of 112 million [1] - Other notable declines include ZhiDeMai (300785) down 11.55% to 67.65, and XinHua Net (603888) down 6.29% to 24.29 [2] Capital Flow Analysis - The digital media sector saw a net outflow of 1.039 billion from institutional investors, while retail investors contributed a net inflow of 919 million [2] - The table of capital flow indicates that major stocks like *ST Fanli and Shengyi Bao experienced mixed capital movements, with significant outflows from institutional investors [3] Detailed Stock Capital Flow - *ST Fanli had a net inflow of 15.74 million from major investors, but a net outflow of 9.61 million from speculative investors [3] - Shengyi Bao saw a net inflow of 3.15 million from major investors, but also faced outflows from both speculative and retail investors [3] - The largest net outflow was observed in Mango Super Media (300413) with 40.88 million from major investors, while retail investors contributed a net inflow of 10.68 million [3]

Market Performance - The digital media sector increased by 3.73% on February 3, with Vision China leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] Individual Stock Performance - Vision China (000681) closed at 27.77, up 5.47%, with a trading volume of 772,900 shares and a transaction value of 2.108 billion [1] - Mango Super Media (300413) closed at 26.84, up 5.42%, with a trading volume of 466,100 shares and a transaction value of 1.232 billion [1] - People's Daily Online (603000) closed at 25.19, up 5.09%, with a trading volume of 775,400 shares and a transaction value of 1.931 billion [1] - Xinhua Net (603888) closed at 25.92, up 5.07%, with a trading volume of 429,200 shares and a transaction value of 1.104 billion [1] Capital Flow Analysis - The digital media sector saw a net inflow of 383 million from institutional investors, while retail investors experienced a net outflow of 296 million [2][3] - Major stocks like Mango Super Media had a net inflow of 237 million from institutional investors, but a net outflow of 152 million from retail investors [3] - Vision China experienced a net inflow of 114 million from institutional investors, with a net outflow of 84 million from retail investors [3]

Market Overview - The digital media sector experienced a decline of 1.16% on February 2, with Sanliu Wu leading the drop [1] - The Shanghai Composite Index closed at 4015.75, down 2.48%, while the Shenzhen Component Index closed at 13824.35, down 2.69% [1] Stock Performance - Notable stock performances include: - *ST Fanli (600228)*: Closed at 6.04, up 5.04% with a trading volume of 46,000 shares [1] - Zhidema (300785): Closed at 75.05, up 0.74% with a trading volume of 293,800 shares [1] - Mango Super Media (300413): Closed at 25.46, down 0.04% with a trading volume of 272,900 shares [1] - Visual China (000681): Closed at 26.33, down 0.08% with a trading volume of 681,200 shares [1] - Sanliu Wu (300295): Closed at 11.31, down 10.02% with a trading volume of 321,700 shares [2] Capital Flow - The digital media sector saw a net inflow of 11.99 million yuan from institutional investors and a net inflow of 92.81 million yuan from retail investors, while individual investors had a net outflow of 105 million yuan [2][3] - Key stocks with significant capital flow include: - Xinhua Net (603888): Net inflow of 38.73 million yuan from institutional investors [3] - Mango Super Media (300413): Net inflow of 37.08 million yuan from institutional investors [3] - Sanliu Wu (300295): Net inflow of 16.55 million yuan from institutional investors [3]

Genie3真的利空游戏吗？ ①Genie3定义了一种新的可交互内容，但是很难称之为游戏。 由于技术限制，过往游戏基本是唯一的可交互式内容；而Genie3能做到的事情是让用户"走进图片（step into a picture)"，创造了一种可交互式内容的新形式，而非做游戏。 游戏核心要素是可玩性，通过一系列玩法机制，让用户产生多巴胺；一个成功的商业游戏，还要搭配社区运营、 活动运营、商业化体系搭建等多个环节，是一个系统化的工程。 30日晚谷歌公测世界模型Genie3，用户可以通过图片上传（可选）+提示词输入，创造环境并控制角色自由活 动。 周五晚美股游戏产业链大跌，Unity（引擎+广告）-24%，Roblox（UGC平台）-13%，Take-Two（研发商）-8%，市 场交易AI颠覆游戏产业链的叙事。 观点：开拓了一种新的可交互内容范式，但无法颠 Genie3真的利空游戏吗？ 30日晚谷歌公测世界模型Genie3，用户可以通过图片上传（可选）+提示词输入，创造环境并控制角色自由活 动。 周五晚美股游戏产业链大跌，Unity（引擎+广告）-24%，Roblox（UGC平台）-13%，Take-Two（研发商） ...

Market Overview - On January 30, the digital media sector experienced a slight decline of 0.05% compared to the previous trading day, with Fantawild leading the drop [1] - The Shanghai Composite Index closed at 4117.95, down 0.96%, while the Shenzhen Component Index closed at 14205.89, down 0.66% [1] Stock Performance - Notable gainers in the digital media sector included: - *ST Fanli: Closed at 5.75, up 4.17% with a trading volume of 196,400 shares and a turnover of 112 million yuan [1] - Zhidema: Closed at 74.50, up 3.20% with a trading volume of 299,800 shares and a turnover of 2.193 billion yuan [1] - Guomai Culture: Closed at 14.64, up 2.23% with a trading volume of 326,300 shares and a turnover of 474 million yuan [1] - Conversely, Fantawild Digital saw a significant decline, closing at 31.67, down 4.03% with a trading volume of 91,600 shares and a turnover of 293 million yuan [2] Capital Flow - The digital media sector experienced a net outflow of 96.72 million yuan from institutional investors, while retail investors saw a net inflow of 47.29 million yuan [2] - The capital flow for specific stocks showed: - Xinhua Net had a net inflow of 98.45 million yuan from institutional investors, but a net outflow of 92.79 million yuan from retail investors [3] - Guomai Culture had a net inflow of 38.31 million yuan from institutional investors, with a net outflow of 52.48 million yuan from retail investors [3] - Fantawild Digital had a net outflow of 6.79 million yuan from institutional investors, while retail investors contributed a net inflow of 6.83 million yuan [3]

Core Viewpoint - Company Fantuo Shuchuang (301313.SZ) plans to invest RMB 30 million to acquire a 10% stake in Guangdong Embodied Intelligence Technology Co., Ltd, which will become an associate company after the capital increase [1] Group 1: Investment Details - The investment will be made using the company's own funds amounting to RMB 30 million [1] - The final equity stake will be determined after the completion of the current financing round [1] Group 2: Company Overview - Guangdong Embodied Intelligence Technology Co., Ltd is established as a provincial-level industrial infrastructure platform led by a state-owned enterprise [1] - The company aims to provide public services for the development of the embodied intelligence industry in Guangdong and nationwide [1] Group 3: Strategic Significance - The company operates the "Guangdong Embodied Intelligence Training Ground," which seeks to create a unified management and resource-sharing model to avoid redundant construction and resource waste [1] - Its goal is to become a core hub connecting technology research and development, application scenarios, and industrial ecosystems, offering one-stop services such as data, training, standards, and testing [1] - The establishment and positioning of Guangdong Embodied Intelligence Technology Co., Ltd hold significant strategic importance in accelerating the application of embodied intelligence products across various industries and supporting Guangdong's ambition to become a global innovation hub for embodied intelligence [1]