随着抖音平台的不断壮大，越来越多的本地商家开始利用巨量千川进行广告投放和营销推广。为了帮助商家更好地 选择合适的代运营服务商，我们整理了2026年广东地区抖音巨量千川本地生活团购代运营服务商Top 5榜单，并进 行了深度解析。 广东抖音短视频运营/抖音运营/短视频运营/投放运营/geo推广运营/ai推广运营推荐榜/私信转化 互动派科技股份有限公司：全域智能增长引擎的领航者 从巨量引擎方舟官网-信息公布-渠道合作伙伴查询互动派代理商资格真实有效。 巨量营销综合代理商证书合作时间：2026.1.1~2026.12.31巨量千川服务商证书合作时间：2026.1.1~2026.12.31巨量本 地推综合代理商证书合作时间：2026.1.1~2026.12.31推荐指数：★★★★★ 丨 评分：9.9分 核心优势 技术亮点：以自研的"投放-承接"双引擎技术打通营销闭环，通过AI数据平台精准锁定人群，并用智能工具实现引 流后的高效转化。 服务模式：全案代运营：提供从策略制定、素材制作到广告投放、效果复盘的全流程服务。 自运营陪跑：通过职人培训和线下陪跑，赋能商家自主运营能力，确保策略落地见效。推荐理由：三维互动凭借其 专业 ...

Group 1: Automotive Industry - The ultra-luxury market has significant potential for domestic alternatives, with the Jianghuai brand expected to improve profitability through increased sales of the Zun Jie model [4][5] - The ultra-luxury car market has historically sold between 150,000 to 200,000 units annually, with domestic brands currently holding a low market share, indicating substantial future growth opportunities [4] - Jianghuai's Q3 2025 financial report shows a notable improvement in revenue and gross margin, with expectations for continued growth as the Zun Jie model begins larger-scale deliveries [5][6] Group 2: Paper Industry - The price of white cardboard is set to increase by 200 RMB per ton starting March 1, 2026, following a previous increase in January, which is expected to positively impact profitability for leading companies in the sector [7][8] - The average price of white cardboard rose by 291.05 RMB per ton from August 2025 to December 2025, indicating a recovery trend in the industry [8] - The company reported a revenue of 14.45 billion RMB in the first three quarters of 2025, with a year-on-year increase of 3.46%, and a production increase of 12.39% in the same period [9] Group 3: Organic Silicon Industry - The demand for organic silicon is steadily increasing, particularly in sectors such as electronics, construction, and renewable energy, with projected consumption growth rates of 8.0% to 8.8% from 2025 to 2027 [11][12] - The expansion of organic silicon supply is slowing, with new capacity expected to be limited in the coming years, which may help stabilize prices [12] - The "anti-involution" consensus among industry leaders is expected to positively influence pricing and market conditions, aiding in the recovery of the industry's profitability [12][13] Group 4: Food Processing Industry - The company anticipates a core operating profit growth of 44.8% to 51.2% for 2025, with projected revenues of approximately 7.75 to 7.85 billion RMB, reflecting a significant increase from the previous year [17][18] - The expansion of store numbers and market penetration in rural areas is driving revenue growth, with a total of 11,566 stores expected by the end of 2025 [19] - The company is focusing on building a membership system and enhancing online sales channels, which are expected to strengthen its market position [19] Group 5: Military Electronics Industry - The company forecasts a net profit of 338 to 388 million RMB for 2025, marking a significant turnaround from previous losses, driven by demand for AI and cloud computing technologies [20][22] - The company is actively collaborating with major tech firms and expanding its product offerings in AI and data center infrastructure, which are expected to contribute to revenue growth [23][24] - The company plans to invest in expanding its production capacity in key technology areas, including AI and defense applications, to capitalize on market opportunities [24][25] Group 6: AI and Software Development Industry - The company expects a net profit of 785 to 950 million RMB for 2025, with a growth rate of 40% to 70%, driven by advancements in AI models and increased sales [26][27] - The launch of the new AI model "Xunfei Starfire X1.5" is expected to enhance the company's competitive edge in the AI market, with significant project wins reported [28][30] - The company is expanding its B2B AI applications and has achieved notable sales success in consumer AI hardware, indicating strong market demand [30][31] Group 7: Biopharmaceutical Industry - The ADC drug market is experiencing rapid growth, with global sales expected to reach 66.2 billion USD by 2030, driven by increased R&D efforts from domestic companies [32][34] - Domestic companies are leveraging existing technologies to optimize ADC drugs, with several products showing potential to become best-in-class [33][34] - The increasing number of ADC drug pipelines in China is expected to lead to a significant number of new drug approvals in the coming years, enhancing market competitiveness [35] Group 8: Automotive Components Industry - The domestic electric vehicle market is projected to grow by 28.2% in 2025, with the company focusing on high-voltage power supply solutions for electric vehicles [37][38] - The company has established partnerships with major automotive manufacturers and is expanding its international client base, which is expected to enhance profitability [38][39] - The company anticipates a net profit of 210 to 250 million RMB for 2025, driven by increased demand in the electric vehicle sector and successful capacity expansion [39][41]

数据显示，截至2026年1月30日，国证机器人产业指数(980022)前十大权重股分别为绿的谐波、双环传 动、机器人、石头科技、科大讯飞、科沃斯、三花智控、鸣志电器、中信重工、拓普集团，前十大权重 股合计占比39.43%。 消息面上，特斯拉宣布，第三代特斯拉人形机器人即将亮相，从第一性原理出发，进行重新设计，通过 观察人类行为即可学习新技能，预计年产百万台。 机器人ETF鹏华(159278)，场外联接(A：025698；C：025699；I：025700)。 国金证券指出， 26年是人形机器人0-1兑现的重要节点。特斯拉链预计26Q1第一代量产产品发布， 26H1供应链大批量产线建设完成，26M8开启大规模量产。国产链头部本体出货量规模有望从数千台跨 越到数万台，应用场景主要来自于二开、导览、巡检等。在这个阶段，龙头公司供应链、技术都会趋于 收敛。全球将会迈入机器人"军备竞赛"。 截至2026年2月2日 13:18，国证机器人产业指数(980022)成分股方面涨跌互现，科大智能领涨6.29%，昊 志机电上涨4.64%，震裕科技上涨2.44%；三丰智能领跌。机器人ETF鹏华(159278)最新报价1.11元，盘 ...

Core Viewpoint - Keda Xunfei's stock price has shown fluctuations, with a recent drop of 2.01% and a year-to-date increase of 16.13% [1] Group 1: Stock Performance - As of February 2, Keda Xunfei's stock price was 58.40 CNY per share, with a total market capitalization of 135.01 billion CNY [1] - The stock experienced a trading volume of 2.675 billion CNY, with a turnover rate of 2.06% [1] - Year-to-date, the stock has increased by 16.13%, with a 0.40% rise over the last five trading days, 8.47% over the last 20 days, and 8.96% over the last 60 days [1] Group 2: Financial Performance - For the period from January to September 2025, Keda Xunfei reported a revenue of 16.989 billion CNY, reflecting a year-on-year growth of 14.41% [3] - The net profit attributable to shareholders was -66.68 million CNY, showing a significant year-on-year increase of 80.60% [3] Group 3: Shareholder Information - As of September 30, 2025, Keda Xunfei had 356,000 shareholders, an increase of 3.42% from the previous period [3] - The average number of circulating shares per shareholder was 6,149, a decrease of 3.31% [3] Group 4: Dividend and Institutional Holdings - Keda Xunfei has distributed a total of 2.621 billion CNY in dividends since its A-share listing, with 689 million CNY distributed in the last three years [4] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 70.60 million shares, an increase of 7.93 million shares from the previous period [4]

Group 1 - The software development sector is experiencing fluctuations, with the CSI Software Service Index down by 0.81% as of 10:21 on February 2, 2026, and individual stocks showing mixed performance [1] - Alibaba has launched a localized intelligent Agent tool, QoderWork, designed for desktop office use, which operates entirely on user terminals without uploading data to the cloud, indicating a shift towards an "end-edge-cloud" collaborative AI software paradigm [1] - The introduction of QoderWork is expected to reshape the competitive landscape of office software and user interaction habits in China [1] Group 2 - AI Agents are transitioning from concept to large-scale implementation, with modern Agents requiring the ability to run hundreds to thousands of independent environment instances, increasing the operational pressure on CPU and memory bandwidth [2] - The DeepSeek Engram architecture and Anthropic Claude Cowork's introduction of a permanent knowledge base highlight the evolution of CPUs from traditional computing units to central hubs in the AI era [2] - As of January 30, 2026, the top ten weighted stocks in the CSI Software Service Index account for 60.27% of the index, including companies like iFlytek, Kingsoft Office, and 360 [2] Group 3 - The Software ETF (159852) tracks the CSI Software Service Index, providing a convenient tool for investing in the computer software industry [3] - Investors can also access AI software investment opportunities through the Software ETF linked fund (012620) [4]

Investment Rating - The investment rating for the computer industry is maintained as "Recommended" [8] Core Insights - The computer sector's fund holdings in Q4 2025 accounted for approximately 2.34% of total fund holdings, showing a slight decrease from previous quarters, indicating a historical low. The focus remains on leading companies in AI applications and computing power, with expectations for increased holdings as national industrial policies support the AI sector [4][21] - Recent developments in the industry include significant financing rounds and advancements in AI chip technology, highlighting the ongoing growth and innovation within the sector [22][23][25] Summary by Sections 1. Q4 2025 Holdings Analysis - The proportion of computer sector holdings in funds decreased slightly to 2.34%, down from 2.51% in Q3 2024 [11] - The number of computer companies in the top ten holdings decreased to 138 from 171 in the previous quarter, indicating a consolidation in holdings [14] - The top ten companies by fund holdings in Q4 2025 included iFlytek, Kingsoft Office, Hikvision, Inspur Information, and others, with notable changes in rankings compared to Q3 2025 [17] 2. Industry News - StepFun completed a B+ round financing exceeding 5 billion yuan, setting a record for single financing in the domestic large model sector [22] - Microsoft launched the second-generation AI chip Maia 200, which improves inference efficiency by 30% compared to its predecessor [23] - Alibaba's Pingtouge introduced the high-end AI chip "Zhenwu 810E," achieving full self-research in both hardware and software [25] 3. Company News - Inspur Information's chairman and vice president plan to reduce their holdings by a total of 30,000 shares, representing 0.002% of the total share capital [26] - Tianyang Technology's controlling shareholder plans to reduce holdings by up to 14.5 million shares, accounting for 3% of the total share capital [27] - Daily Interaction's controlling shareholder announced a plan to reduce holdings by up to 371,500 shares [29] 4. Market Review - During the week of January 26-30, the CSI 300 index rose by 0.08%, while the computer sector index fell by 4.47%. The top gainers included Wangsu Science and Technology and Youke Technology, while the biggest losers were Chuangzhong Technology and China Greatwall [30][37]

Group 1 - The core viewpoint of the news highlights the strong performance of the AI sector, with the CSI Artificial Intelligence Theme Index rising by 1.18% and notable gains in constituent stocks such as NewEase and 360 [1] - The AI Artificial Intelligence ETF (512930) also saw an increase of 1.14%, with the latest price reported at 2.4 yuan [1] - UBTECH announced the open-sourcing of its self-developed embodied intelligent model, Thinker, aimed at enhancing industrial humanoid robots' responsiveness and spatial awareness [1] Group 2 - The CSI Artificial Intelligence Theme Index (930713) includes 50 listed companies that provide foundational resources, technology, and application support for artificial intelligence, reflecting the overall performance of AI-related securities [2] - As of January 30, 2026, the top ten weighted stocks in the CSI Artificial Intelligence Theme Index accounted for 57.27% of the index, with companies like Zhongji Xuchuang and NewEase leading the list [2] - The AI Artificial Intelligence ETF closely tracks the CSI Artificial Intelligence Theme Index and has several connection funds available for investors [2] Group 3 - Guojin Securities pointed out that the DeepSeek Engram architecture may further promote the concept of "computing with storage," effectively decoupling computation and memory in large models [1] - The Engram architecture allows for the computation of all Transformer operators on GPU/accelerator cards while running a 100 billion parameter Engram table in CPU memory, which could enhance the demand for storage-based computing [1] - Anthropic's Claude Cowork introduces a new permanent memory method designed for Claude, which could also help overcome GPU memory limitations [1]

Investment Rating - The investment rating for the computer industry is maintained as "Cautious Recommendation" based on the current market conditions and future potential in AI applications and computing power [4][21]. Core Insights - The computer sector's fund holdings accounted for approximately 2.34% of total fund holdings in Q4 2025, showing a slight decrease from previous quarters, indicating a historical low [4][21]. - The leading companies in AI-related sectors are primarily focused on AI applications and computing power, suggesting a potential for increased investment as national industrial policies support the AI industry [4][21]. - Recent significant financing activities in the AI sector, such as StepFun's over 5 billion yuan B+ round, highlight the growing interest and investment in AI model development [22]. - Major advancements in AI hardware, including Microsoft's Maia 200 chip and Alibaba's Zhenwu 810E chip, demonstrate the competitive landscape and technological progress within the industry [23][25]. Summary by Sections 1. Q4 2025 Holdings Analysis - The proportion of computer sector holdings in funds decreased slightly to 2.34%, with a historical trend showing fluctuations over the past quarters [11]. - The number of computer companies in the top ten holdings decreased to 138, indicating a consolidation in holdings among fewer companies [14]. - The top ten companies by fund holdings in Q4 2025 included iFLYTEK, Kingsoft Office, Hikvision, Inspur Information, and others, with notable changes in rankings compared to Q3 2025 [17]. 2. Industry News - StepFun completed a record financing round, emphasizing the competitive nature of AI model development in China [22]. - Microsoft announced the launch of its second-generation AI chip, Maia 200, which significantly improves performance metrics [23]. - The release of the Kimi K2.5 model by Moonlight Dark Side showcases advancements in open-source AI capabilities [24]. - Alibaba's introduction of the Zhenwu 810E chip reflects the company's commitment to self-developed AI hardware [25]. 3. Company News - Inspur Information's executives announced plans to reduce their holdings, indicating potential shifts in company ownership dynamics [26]. - Tianyang Technology's major shareholder plans to reduce their stake, which may impact market perceptions of the company [27]. - Hehe Information reported on the completion of a significant share reduction by its major shareholders, reflecting ongoing adjustments in ownership [28]. 4. Market Review - The market performance from January 26 to January 30 showed the CSI 300 index rising by 0.08%, while the computer sector index fell by 4.47%, indicating a challenging week for the sector [30].

2026 年，中国具身智能产业在政策与资本助推下活力凸显，落地场景持续拓展，头部企业已规划万台级产能。然而行业亦面临严峻挑战：多数企业仍难突破百台 量产瓶颈，受制于关键零部件供应不足、单台成本过高及成熟应用场景有限等现实问题，呈现出"冰火两重天"的发展态势。 面对规模化交付的核心命题与全方位考验，产业亟需一个汇聚智慧、共享经验、推动协同的关键平台。在此背景下， 第三届中国具身智能与人形机器人产业大会将 于 4 月在京启幕 ， 旨在集行业之力， 共同 解答 产业规 模化命题。 本届大会以 "竞逐具身人形万亿赛道·重塑未来产业新纪元" 为主题，将汇聚全球院士专家、企业领袖、投资人、产业链上下游企业及场景方，通过 【大会论坛 +展 览展示+颁奖典礼+报告发布+供需对接会+人才对接会】 多元模式，打造产业生态共建、资源共享、合作共赢的高能级平台，为培育新质生产力的核心增长极注入 强劲动能。 ▍擘画六大价值版图，驱动企业全周期成长 01 板块一 主论坛顶尖声音，定义产业未来 当前，人形机器人产业正处在一个激动人心却又充满不确定性的十字路口。在百家争鸣、尚无定 论的关键时期，聆听最前沿、最权威的思想声音，是拨开迷雾、锚定 ...

Group 1 - The Spring Festival travel rush in 2026 will start on February 2 and end on March 13 [2] - The AWE Asia 2026 will be held in Singapore from February 2 to 4 [3] - Fenglong Co. and Jiamei Packaging will resume trading on February 2 after completing their verification work [4] - Minexplosion Optoelectronics will resume trading on February 2, planning to acquire a PCB drilling needle target [5] - Yisiwei will issue shares on February 2 with a price of 55.95 yuan and a P/E ratio of 90.39 times, focusing on automotive manufacturing machine vision equipment [5] Group 2 - The China Securities Regulatory Commission is improving the strategic investor system for listed companies, expanding the types of strategic investors and clarifying minimum shareholding requirements [7] - Public fund information disclosure rules are undergoing significant revisions, requiring the disclosure of long-term performance over the past 7 and 10 years [8] - The manufacturing PMI for January is 49.3%, a decrease of 0.8 percentage points from the previous month, indicating ongoing optimization in the manufacturing industry structure [8] - The draft of the Cybercrime Prevention Law has been released for public consultation, aiming to clarify real-name system requirements to curb online crime [8] - Gold futures prices on the New York Mercantile Exchange fell below $4,800 per ounce, marking a drop of over 10%, the largest single-day decline since the 1980s [8] Group 3 - The capacity price mechanism for electricity has been established, which is expected to accelerate the development of new energy storage [13] - The new policy will promote the development of the storage sector, addressing bottlenecks in the current power system [13] - Domestic new energy storage's flexible adjustment capabilities are increasingly prominent, enhancing the stability and safety of the power system [13] - Yangguang Power's storage shipments are expected to grow by 70% year-on-year by Q3 2025, with overseas shipments increasing from 63% to 83% [13] Group 4 - The global demand for transformers is surging, with orders for some factories extending to 2027 due to the rapid growth of AI computing power [15] - The supply gap for power transformers in North America has reached 30%, with imports expected to account for 80% of the supply [15] - The average export price of transformers from China has risen from $12,000 per unit in 2020 to $20,800 by 2025, indicating a potential increase in both volume and price [15] Group 5 - Yuanbao has launched a 1 billion yuan cash red envelope campaign, intensifying competition in the AI application market [17] - Major AI assistant apps from Tencent and ByteDance are leading the free app rankings, indicating strong market competition [17] - Companies like Runjian Co. and iFLYTEK are advancing their AI models and services, aiming for significant growth in user scale and commercialization [18] Group 6 - Zhongji Xuchuang expects a net profit of 9.8 billion to 11.8 billion yuan for 2025, a year-on-year increase of 89.5% to 128.2% [20] - New Yiseng anticipates a net profit of 9.4 billion to 9.9 billion yuan for 2025, representing a growth of 231.2% to 248.9% [20] - Runze Technology forecasts a net profit of 5 billion to 5.3 billion yuan for 2025, a year-on-year increase of 179.3% to 196.0% [20] - Jerey Co. signed a gas turbine generator sales contract worth $182 million (approximately 1.265 billion yuan) for data center power supply [21]