Group 1 - The market is currently experiencing a trend of upward movement followed by narrow fluctuations, with volatility initially rising and then declining, indicating a need for digestion of previous gains [1] - The ETF outflows, particularly from the CSI 300, have put pressure on broad indices, with large-cap stocks underperforming compared to small-cap stocks [1] - There is an acceleration in thematic rotation, with some themes experiencing sharp rises and subsequent pullbacks, suggesting a short-term advantage for small-cap and growth stocks, but a need for rebalancing in the future [1] Group 2 - The gold stock recommendation logic for February 2026 includes companies benefiting from AI upgrades, solid growth in nickel powder business, and strong positions in the photovoltaic and alloy powder sectors [17] - Specific companies highlighted include BQX New Materials, which is expected to see rapid growth due to a significant expansion in production capacity and strong demand from major clients [17] - Industrial Fulian is noted for its deep integration with leading clients in the AI server market, with expectations of maintaining high growth rates due to its comprehensive supply chain capabilities [17] Group 3 - Financial data for the recommended stocks shows significant expected growth in earnings per share (EPS) for companies like BQX New Materials and Industrial Fulian, with projected EPS increasing from 0.33 to 2.09 and from 1.17 to 3.27 respectively from 2024 to 2026 [19] - The price-to-earnings (PE) ratios for these companies are also projected to decrease significantly, indicating potential for upward valuation adjustments [19] - Tencent Holdings is expected to see strong growth in advertising revenue and new game releases, contributing to its overall performance in 2026 [18]

格隆汇1月29日丨通达海(301378.SZ)公布，预计2025年归属于上市公司股东的净利润-13,500万元 ～-9,000万元，比上年同期下降168.25%～78.83%，扣除非经常性损益后的净利润-14,500万元～-10,000 万元。 报告期内，公司营业收入有所下降，主要系法院客户对信息化建设的投入出现下调，与原有项目推迟、 新增采购需求延后共同影响所致，尤其是应用软件开发类业务受影响较大。 ...

Group 1 - Zhejiang Wenchuang Internet focuses on digital marketing and cultural technology, integrating AI into smart marketing and digital content creation, enhancing brand marketing digital transformation across various industries [1][17] - Saiwu Technology collaborates with Suzhou University to establish the AI4S laboratory, creating a closed loop of "AI screening - process optimization - mass production," significantly increasing revenue in related businesses [1][18] - Huashi Technology strategically invests in Yuchuang Robotics, applying AI in various scenarios such as airport monitoring and risk warning, providing intelligent solutions for smart cities [1][19] Group 2 - Yidian Tianxia leverages AI for global smart marketing, developing a full-chain solution that includes multi-language digital content generation and intelligent ad optimization [2][18] - Tongda Hai builds a comprehensive legal knowledge graph using vast legal data, enhancing judicial efficiency through its self-developed AI platform [2][19] - Sanwei Communication's subsidiary, Juwang Technology, utilizes AI for advertising material generation and optimization, significantly improving marketing efficiency [2][19] Group 3 - BlueFocus is a leader in AI marketing, applying AI across the entire marketing chain, including creative generation and effect analysis, to drive digital transformation in the marketing industry [3][19] - Huashu Media actively promotes AI integration in broadcasting, enhancing user experience through smart content recommendations and network optimization [3][20] - Subot constructs a cross-disciplinary platform for material and intelligent mechanics, driving high-end material development and optimizing production processes [3][20] Group 4 - Shiji Tianhong integrates AI into education, enhancing digital transformation in educational support services through intelligent systems [4][20] - Hongbo Pharmaceutical's AI drug design platform focuses on cyclic peptide drug development, significantly improving drug design efficiency and accuracy [5][21] - Tianlong Group's self-developed platform empowers digital marketing across various industries, enhancing customer acquisition and conversion rates [5][21] Group 5 - Yanshan Technology integrates AI into internet services and supply chain management, optimizing marketing and operational efficiency [6][22] - ChaoTu Software merges AI with GIS, enabling intelligent spatial data processing and analysis for smart city applications [6][22] - Heren Technology focuses on smart healthcare, developing AI systems to assist medical personnel and improve operational efficiency [6][23] Group 6 - Youzu Network applies AI throughout game development and operation, enhancing player engagement and experience [6][23] - Jinka Intelligent integrates AI into gas metering, improving management efficiency and safety in gas supply [7][24] - Liard incorporates AI into display technology, optimizing visual experiences and expanding applications in smart displays [7][24] Group 7 - Guanshang Technology focuses on military equipment lifecycle management using AI for fault diagnosis and training simulation [7][25] - Zhidema applies AI in consumer decision-making and e-commerce marketing, enhancing product recommendations and marketing strategies [7][25] - Runda Medical enhances laboratory testing processes with AI, improving detection accuracy and efficiency [7][25] Group 8 - Tiandi Online specializes in digital marketing, utilizing AI for user profiling and intelligent ad targeting [8][26] - Qianfang Technology focuses on smart transportation, developing AI systems for traffic management and vehicle recognition [8][26] - Jiaxun Feihong integrates AI into communication and rail transit, enhancing operational efficiency and safety [8][26] Group 9 - Jiadu Technology applies AI in smart city and rail transit, enhancing safety monitoring and automation [8][27] - Jiuzhoutong empowers pharmaceutical supply chains with AI for demand forecasting and inventory management [8][27] - Weining Health focuses on comprehensive smart healthcare solutions, enhancing operational efficiency and cost control [8][27] Group 10 - Dianke Digital strengthens IT service capabilities with AI, focusing on data center operations and security [8][28] - Guangting Information specializes in intelligent connected vehicles, developing AI systems for driving assistance and data governance [8][28] - Rongxin Culture integrates AI into children's publishing, enhancing reading experiences and content creation [8][29] Group 11 - Zhaochi Co. introduces AI in consumer electronics and lighting, optimizing product performance and supply chain management [8][29] - Jinxiandai focuses on industrial software, enhancing digital transformation through AI-assisted development and operations [8][30] - Huatu Shanding integrates AI into architectural design, improving efficiency and precision in building projects [8][30] Group 12 - Lakala enhances payment services with AI, improving transaction security and merchant support [8][30] - Yingjianke focuses on building design software, utilizing AI for structural optimization and efficiency [8][30] - Borui Communication empowers media and digital culture with AI, enhancing content delivery and user engagement [8][31] Group 13 - Haoyun Technology enhances security IoT with AI, providing risk assessment and decision support [8][31] - Shenguang Group leverages AI for digital marketing, optimizing user targeting and ad performance [8][31] - Oriental Pearl actively promotes AI in broadcasting, enhancing content production and user experience [8][31] Group 14 - Zhizhen Technology focuses on IT operations in communication and government sectors, utilizing AI for efficient management [8][32]

1月23日，通达海涨5.17%，截至发稿，报41.31元/股，成交1.52亿元，换手率8.28%，总市值39.91亿 元。 资料显示，南京通达海科技股份有限公司位于江苏省南京市鼓楼区丽地路1号1号楼，成立日期1995年3 月23日，上市日期2023年3月20日，公司主营业务涉及法院等客户提供电子政务领域信息化建设。主营 业务收入构成为：应用软件服务55.95%，司法辅助服务28.55%，应用软件开发13.46%，系统集成 2.04%。 华泰柏瑞致远混合A（017991）成立日期2023年5月24日，最新规模1.23亿。今年以来收益21.23%，同 类排名86/8847；近一年收益70.14%，同类排名705/8099；成立以来收益73.06%。 华泰柏瑞致远混合A（017991）基金经理为叶丰。 截至发稿，叶丰累计任职时间2年227天，现任基金资产总规模14.01亿元，任职期间最佳基金回报 71.39%， 任职期间最差基金回报1.93%。 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，任何在本文出现的信息（包括但 不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 ...

Investment Rating - The report gives a "Positive" rating for the computer industry, expecting the industry index to outperform the market index by over 5% in the next six months [33]. Core Insights - The computer industry index rose by 3.82% from January 12 to January 16, outperforming the CSI 300 index by 4.39 percentage points, making it the top-performing sector among other industries [2][11]. - Key stocks that performed well include Tongda Hai with a 39.73% increase, Haohan Deep with a 30.57% increase, and Jiechuang Intelligent with a 28.95% increase. Conversely, *ST Lifang saw a decline of 33.66%, followed by Aerospace Information at -14.46% and Haixia Innovation at -13.40% [14][15]. - Significant developments include the announcement of the integration of Qianwen App into Alibaba's ecosystem, enabling AI-driven services for tasks like ordering food and booking flights [3][31]. Market Performance - The computer industry has a total of 335 listed companies, with 234 companies seeing a rise, accounting for 69.85% of the sector [14]. - The report highlights the performance of individual stocks, with notable gains and losses during the specified period [15]. Recent Developments - Elon Musk announced the open-sourcing of the latest recommendation algorithm for X, promising updates every four weeks [3]. - Apple and Google have entered a partnership where Google's Gemini will support Apple's AI initiatives, with Apple expected to pay around $1 billion annually for this technology [18][19]. - Meta's CEO Mark Zuckerberg announced the Meta Compute initiative, aiming to build a GW-level AI infrastructure over the next decade [21][22]. - The U.S. has relaxed export controls on NVIDIA's H200 chips to China, which is expected to restart shipments to Chinese customers [24].

证券日报网讯1月16日，通达海（301378）发布公告称，公司第二届董事会第二十四次会议审议通过 《关于补充确认因取得参股公司控制权被动形成财务资助及逾期情况的议案》《关于召开公司2026年第 一次临时股东会会议的议案》。 ...

证券日报网讯1月16日，通达海（301378）发布公告称，公司将于2026年2月2日15：00召开2026年第一 次临时股东会。 ...

情况的核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐机构"）作为南京 通达海科技股份有限公司（以下简称"通达海"或"公司"）首次公开发行股票并在 创业板上市的保荐机构，根据《证券发行上市保荐业务管理办法》《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》《深圳证券交易所上市公司自律监管指引第 13 号 ——保荐业务》等相关法律、法规和规范性文件的规定，对通达海补充确认因取 得参股公司控制权被动形成财务资助及逾期情况的事项进行了审慎核查，核查情 况及意见如下： 一、被动形成财务资助事项及逾期情况的概述 2025 年 12 月 2 日，公司为了进一步深化业务合作，加大公安执法领域业务 拓展力度，推进公司"人工智能+"战略，拓展未来发展空间，经公司第二届董 事会第二十三次会议审议通过，以自有资金 2,600.00 万元收购了上海润之信息科 技有限公司(以下简称"润之信息")26%的股权，本次交易完成后，公司持有润 之信息 51%的股权，润之信息成为公司控股子公司，并在当月纳入公司合并报表 范围。截至 2026 年 1 月 7 日，有关 ...

公司收购上海润之信息科技有限公司 26%股权并控股润之信息后，由于润之 信息的全资子公司上海亚研电子科技有限公司于 2025 年 8 月 8 日向政元信息提 供了人民币 100 万元的财务资助，导致公司被动形成 100 万元的财务资助，并已 逾期。董事会根据相关情况于 2026 年 1 月 15 日召开第二届董事会第二十四次会 议，对相关事项进行了补充确认，具体情况如下： 证券代码：301378 证券简称：通达海 公告编号：2026-005 南京通达海科技股份有限公司 关于补充确认因取得参股公司控制权被动形成财务资助 及逾期情况的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 重要提示： 1．本次提供财务资助事项因南京通达海科技股份有限公司（以下简称"公 司"）于 2025 年 12 月收购参股公司上海润之信息科技有限公司(以下简称"润 之信息")部分股权并取得控制权而被动形成，润之信息的全资子公司上海亚研 电子科技有限公司于 2025 年 8 月 8 日向深圳市政元信息技术有限公司(以下简称 "政元信息")提供 100 万元的财务资助(以下简称"财务资 ...

证券代码：301378 证券简称：通达海 公告编号：2026-006 南京通达海科技股份有限公司 关于召开 2026 年第一次临时股东会的通知 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 根据《公司法》和《公司章程》有关规定，经南京通达海科技股份有限公 司（以下简称"公司"）第二届董事会第二十四次会议审议通过，公司拟于 2026 年 02 月 02 日 15：00 召开 2026 年第一次临时股东会，现将有关情况公告 如下： 一、召开会议的基本情况 5．会议的召开方式：现场表决与网络投票相结合。 6．会议的股权登记日：2026 年 01 月 28 日 1 7．出席对象： （1）在股权登记日持有公司股份的股东或其代理人。 于股权登记日 2026 年 01 月 28 日下午收市时在中国证券登记结算有限责任 公司深圳分公司登记在册的公司股东均有权出席股东会，并可以以书面形式委 托代理人出席会议和参加表决，该代理人不必是本公司的股东。 1．股东会届次：2026 年第一次临时股东会 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 ...