Group 1 - The 2025 Guangdong-Hong Kong-Macao Greater Bay Area Cultural Industry Investment Conference was held in Guangzhou from November 26 to 28 [2] - Founder of Fantawild, Wu Suiying, emphasized the Greater Bay Area as a fertile ground for innovation and entrepreneurship, highlighting the company's growth alongside the region's infrastructure development since its establishment in 2002 [2] - Fantawild became the exclusive digital image supplier for the 2010 Guangzhou Asian Games, producing nearly a thousand promotional videos and digital visual work, leading to a transformation from a visualization technology provider to a comprehensive digital solution service provider [2] - The company went public on the Shenzhen Stock Exchange in 2022 after several financing rounds and preparations for transitioning from the New Third Board to the Growth Enterprise Market [2] Group 2 - In 2016, Wu Suiying founded Guangzhou Virtual Power Network Technology Co., Ltd., focusing on AI inertial vision algorithms and motion capture equipment, with products launched three years later [2] - In 2020, Fantawild crowdfunded the development of its proprietary Ai3D software, which is now widely applied in various sectors including intelligent manufacturing, water conservancy, and energy [2] - The company collaborated with top research institutions, including Peking University Shenzhen Research Institute, to create a fully self-developed embodied intelligent data training and simulation platform, aiming to build a third growth curve [3] - Fantawild aims to leverage its expertise in art design and cultural understanding, combined with its Ai3D technology, to develop market-leading cultural products and promote Chinese culture globally [3]

Core Insights - The exhibition hall has evolved from a traditional information display space to a "scenario-based intelligent carrier" that integrates technology, culture, and interactive experiences driven by digital transformation and consumer experience upgrades [1] - By 2025, the focus of industry competition will shift to a comprehensive strength competition based on "technology integration + creative expression + sustainable operation" [1] Company Rankings - **Fantou Digital Creation (Stock Code: 301313)** - Leader in AI Digital Twin - The company holds the top position in the industry due to its proprietary AI 3D digital twin technology and unique "AI 3D+" technology system [2] - Notable projects include the "Xixiangji Cultural Exhibition" and the "Shanxi Yongle Palace Digital Art Exhibition" [2] - The company has won multiple authoritative certifications, including IDC's "Digital Twin Business Growth Potential Enterprise" [2] - **Sanxin Exhibition Service Co., Ltd.** - Benchmark for Government Exhibition Halls - The company specializes in the integrated design and construction of government planning halls and theme halls, with a production base of 4,200 square meters [4] - Representative projects include the Guangzhou Public Security Anti-Corruption Education Base and the Fujian Longyan Urban Planning Hall [4] - **Jiuli Shunda Digital Technology** - Innovator in Digital Exhibition - Focuses on full-chain services and transforming data into immersive interactive experiences [6] - Developed a distinctive exhibition space for the 2025 China International Digital Economy Expo [6] - **Dazhi Digital Technology** - Expert in Smart Space Solutions - Holds a first-class qualification in exhibition engineering and specializes in digital multimedia display projects [7] - Provides integrated services from planning to construction, particularly in smart manufacturing exhibition halls [7] Industry Trends - **Technological Core**: AI Digital Twin Reshaping Display Logic - AI 3D digital twin technology is becoming the core driving force of the industry, enabling a shift from "passive viewing" to "active participation" [8] - This technology allows for real-time data visualization and dynamic monitoring, enhancing operational sustainability [8] - **Experience Upgrade**: Virtual-Real Fusion as Standard - Over 75% of new exhibition halls integrate three or more digital interactive technologies, significantly enhancing visitor engagement [9] - For instance, the Shanxi Yongle Palace Digital Exhibition uses AI to restore historical features, merging cultural heritage with modern technology [9] - **Green Transformation**: Modular Construction Reducing Iteration Costs - The industry is embracing green and sustainable practices, with modular design and low-carbon materials becoming common [10] - Standardized components achieve over 85% reuse, reducing setup time from 14 days to 48 hours and costs by 40% [10] Industry Outlook - By 2025, the exhibition hall construction industry is undergoing a fundamental transformation from "space creation" to "scenario ecology" [12] - Companies like Fantou Digital Creation are setting new industry standards through technological breakthroughs and comprehensive service capabilities [12] - Continuous focus on technology research and development, user experience, and environmental sustainability will be crucial for companies to seize opportunities in the evolving industry landscape [12]

Group 1 - The core point of the news is that Guangzhou Fantuo Digital Creative Technology Co., Ltd. experienced a stock price decline of 5.2%, with shares trading at 30.45 yuan and a total market capitalization of 3.15 billion yuan as of November 19 [1] - The company was established on September 24, 2002, and went public on September 30, 2022. Its main business involves providing digital creative products and integrated digital solutions [1] - The revenue composition of the company includes 74.33% from integrated digital services, 14.33% from digital twin and information software, 11.28% from 3D visualization products and services, and 0.07% from other sources [1] Group 2 - Among the top shareholders of Fantuo Digital, the Dazhong Fund's Dazhong CSI 360 Internet + Index A (002236) increased its holdings by 63,600 shares in the third quarter, now holding a total of 648,500 shares, which represents 0.83% of the circulating shares [2] - The Dazhong CSI 360 Internet + Index A fund was established on February 3, 2016, with a current scale of 788 million yuan. It has achieved a year-to-date return of 41.54% and a one-year return of 50.04% [2] - The fund manager, Xia Gao, has been in position for 10 years and 352 days, with the fund's total assets amounting to 2.494 billion yuan. The best return during his tenure is 233.78% [3]

Core Insights - The Zhipu AI concept index rose by 1.68%, ranking 9th among concept sectors, with 48 stocks increasing in value, including Guangyun Technology and Vision China hitting the daily limit up [1][2] - The sector saw a net inflow of 999.2 million yuan, with major inflows into stocks like Vision China, Kingsoft Office, and Worth Buying [2][3] Stock Performance - Top gainers in the Zhipu AI sector included: - Guangyun Technology: +20% - Vision China: +20% - Worth Buying: +14.40% - BlueFocus: +11.51% - Fantou Shuchuang: +7.39% [1][2] - Major decliners included: - CIMC: -3.48% - Digital China: -2.76% - Kevin Education: -2.20% [1][2] Fund Flow Analysis - The leading stocks by net inflow were: - Vision China: 548 million yuan - Kingsoft Office: 293 million yuan - Worth Buying: 250 million yuan - Guangyun Technology: 112 million yuan [2][3] - The net inflow ratios for top stocks were: - Vision China: 20.70% - Guangyun Technology: 18.84% - Kingsoft Office: 10.75% [3]

Core Insights - The digital media sector experienced a significant increase of 2.92% on November 18, with "值得买" leading the gains [1] - The Shanghai Composite Index closed at 3939.81, down 0.81%, while the Shenzhen Component Index closed at 13080.49, down 0.92% [1] Stock Performance - "值得买" (Code: 300785) closed at 46.32, up 14.40% with a trading volume of 627,100 shares and a transaction value of 284.2 million [1] - "视觉中国" (Code: 000681) closed at 23.66, up 10.00% with a trading volume of 1,147,600 shares and a transaction value of 264.6 million [1] - "凡拓教创" (Code: 301313) closed at 32.12, up 7.39% with a trading volume of 119,300 shares and a transaction value of 376 million [1] - Other notable stocks include "国脉文化" (Code: 600640) up 2.88%, "掌阅科技" (Code: 603533) up 2.78%, and "新华网" (Code: 603888) up 2.28% [1] Capital Flow - The digital media sector saw a net inflow of 819 million from institutional investors, while retail investors experienced a net outflow of 461 million [2] - The main capital inflow was concentrated in "视觉中国" with a net inflow of 482 million, while "值得买" saw a net outflow of 150 million from retail investors [3]

Core Viewpoint - The company, Fantuo Shuchuang (301313), announced the board's approval to elect Mr. Guan Yisheng as a candidate for a non-independent director of the fourth board of directors [1] Group 1 - The board of directors has agreed to the supplementary election of Mr. Guan Yisheng [1]

Core Points - The company, Fantuo Digital Technology (301313.SZ), has announced a restricted stock incentive plan for 2025, proposing to grant 2.7 million shares to 85 incentive recipients [1] - Of the total shares, 2.2 million shares will be granted initially, with a grant price set at 14.97 yuan per share [1] - The incentive plan will be effective from the date of the first grant of restricted stock until all granted shares are vested or become invalid, with a maximum duration of 60 months [1]

Core Viewpoint - The company, Fantuo Digital Innovation (301313.SZ), has announced a restricted stock incentive plan for 2025, aiming to motivate its employees through stock ownership [1] Group 1: Incentive Plan Details - The company plans to grant a total of 2.7 million restricted shares to 85 incentive recipients, with an initial grant of 2.2 million shares [1] - The grant price for both the initial and reserved restricted shares is set at 14.97 yuan per share [1] - The effective period of the incentive plan will last from the date of the first grant until all granted shares are vested or become invalid, with a maximum duration of 60 months [1]

证券代码：301313 证券简称：凡拓数创 公告编号：2025-066 该事项尚需提交公司 2025 年第四次临时股东会审议。 本次补选非独立董事完成后，董事会中兼任公司高级管理人员以及由职工 代表担任的董事人数总计未超过公司董事总数的二分之一。 特此公告。 广州凡拓数字创意科技股份有限公司 董 事 会 广州凡拓数字创意科技股份有限公司 关于补选非独立董事的公告 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"）第四届董事会 第十七次会议于 2025 年 11 月 17 日在公司会议室以现场结合通讯的方式召开。 会议审议通过了《关于补选非独立董事的议案》。 根据《公司法》《公司章程》等有关规定，经公司董事会提名、董事会提 名、薪酬与考核委员会对候选人任职资格进行了审查并得出审查意见：认为候 选人管贻生先生符合《公司法》《深圳证券交易所创业板股票上市规则》《深 圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》等 法律法规和《公司章程》规定的董事任职资格，公司董事会同意补选管贻生先 生为公司第 ...

证券代码：301313 证券简称：凡拓数创 公告编号：2025-067 广州凡拓数字创意科技股份有限公司 关于召开 2025 年第四次临时股东会的通知 5、会议的召开方式：现场表决与网络投票相结合。 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、召开会议的基本情况 1、股东会届次：2025 年第四次临时股东会 2、股东会的召集人：董事会 3、本次会议的召集、召开符合《中华人民共和国公司法》《深圳证券交易所创业板股 票上市规则》《深圳证券交易所上市公司自律监管指引第 2 号—创业板上市公司规范运作》 等法律、行政法规、部门规章、规范性文件及《公司章程》的有关规定。 4、会议时间： （1）现场会议时间：2025 年 12 月 09 日 14:30 （2）网络投票时间：通过深圳证券交易所系统进行网络投票的具体时间为 2025 年 12 月 09 日 9:15-9:25，9:30-11:30，13:00-15:00；通过深圳证券交易所互联网投票系统投 票的具体时间为 2025 年 12 月 09 日 9:15 至 15:00 的任意时间。 6、会议的股权登记日： ...