（记者 曾健辉） 每经AI快讯，青木科技1月14日晚间发布公告称，持股5%以上股东孙建龙先生持有青木科技股份有限公 司股份约497万股（占公司总股本比例为5.37%），其计划在本减持计划公告发布之日起15个交易日后 的3个月内以集中竞价减持持有的公司股份不超过约93万股（占公司总股本比例为1%）。董事刘旭晖先 生直接持有公司股份252万股（占公司总股本比例为2.72%），其计划在本减持计划公告发布之日起15 个交易日后的3个月内以集中竞价减持持有的公司股份不超过63万股（占公司总股本比例为0.68%）。 每经头条（nbdtoutiao）——海利生物增值9倍并购的企业，估值8个月"腰斩"，其第一大客户竟是尚未 成立的公司，离奇的事还不少…… ...

青木科技公告，持股5%以上股东孙建龙持有496.83万股，占5.37%，计划于2026年2月5日至2026年4月 30日通过集中竞价减持不超过92.54万股，占1.00%；董事刘旭晖持有252万股，占2.72%，同期拟通过集 中竞价减持不超过63万股，占0.68%。所减持股份均为公司首次公开发行前已发行或因权益分派转增股 份。 ...

证券代码：301110 证券简称：青木科技 公告编号：2026-003 持股5%以上的股东孙建龙先生、董事刘旭晖先生保证向本公司提供的信息内容真 实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载 、误导性陈述或重大遗漏。 特别提示： 1. 持股 5%以上股东孙建龙先生持有青木科技股份有限公司（以下简称"青 木科技"或"公司"）股份 4,968,321 股（占本公司总股本比例 5.37%），其计 划在本减持计划公告发布之日起 15 个交易日后的 3 个月内以集中竞价减持持有 的公司股份不超过 925,353 股（占公司总股本比例 1.00%）。 截至本公告之日，上述股东持股情况如下： | 股东名称 | | 身份 | 持有股份的总数量 | 占公司总股本的比 | | --- | --- | --- | --- | --- | | | | | （股） | 例（%） | | 孙建龙 | 持股 | 5%以上股东 | 4,968,321 | 5.37 | | 刘旭晖 | | 董事 | 2,520,000 | 2.72 | 注：孙建龙先生原为公司非独 ...

Investment Rating - The report maintains an "Outperform" rating for the industry [2][3]. Core Insights - AI-assisted shopping is experiencing breakthroughs, with Generative Engine Optimization (GEO) expected to reshape customer acquisition models. The shift from traditional search to generative AI dialogue is becoming a core method for users to obtain information, creating new growth opportunities in the e-commerce sector [4][30]. - The GEO model enhances brand marketing strategies by improving customer acquisition logic and flow operation models, particularly benefiting e-commerce service providers and cross-border e-commerce companies with strong technical integration capabilities [4][30]. Summary by Sections Industry Overview - The report highlights that the application of AI technology is becoming a central focus across various industries, with e-commerce being a significant application area due to its complex scenarios and large data volumes. The transition from traditional search to generative AI dialogue is expected to drive profound changes in brand marketing [4][30]. Market Trends - The GEO market in China is rapidly growing, with a projected year-on-year increase of 215% by Q2 2025. Over 78% of enterprise decision-makers prioritize AI search optimization in their digital transformation strategies. Gartner predicts a 25% decline in traffic from traditional search engines by 2026, as AI chatbots and other virtual AI optimization methods capture more market share [7][30]. Recommendations - The report recommends focusing on platform ecosystems and leading AI tool operators, such as 壹网壹创, 青木科技, and 若羽臣, which can effectively adapt to the GEO model and enhance answer weight logic [5][30]. - It also suggests investing in cross-border e-commerce companies like 焦点科技, 小商品城, and 安克创新, which are expected to benefit from AI empowerment and the GEO model to optimize their profit structures [5][30]. Company Insights - 壹网壹创 is transitioning towards an AI e-commerce service model, leveraging its partnership with Alibaba to enhance its AI applications and drive revenue growth [15][30]. - 青木科技 has integrated AI technology into its operations, achieving over 30% year-on-year growth in AI business revenue, and is focusing on developing GEO capabilities [16][30]. - 若羽臣 is enhancing its marketing tools with AI, improving user engagement and conversion rates through innovative online experiences [17][30]. Cross-Border E-commerce - The GEO model is also transforming the overseas e-commerce sector, where companies are leveraging AI to optimize operations and reduce costs. Successful implementation of GEO strategies can enhance brand exposure and customer acquisition efficiency [18][30].

Market Overview - The internet e-commerce sector experienced a decline of 1.46% on January 13, with Qingmu Technology leading the drop [1] - The Shanghai Composite Index closed at 4138.76, down 0.64%, while the Shenzhen Component Index closed at 14169.4, down 1.37% [1] Stock Performance - Notable stock performances included: - Saiwei Times (301381) closed at 22.94, up 0.88% with a trading volume of 114,200 shares and a transaction value of 265 million [1] - ST Yigou (002024) closed at 1.66, up 0.61% with a trading volume of 350,700 shares and a transaction value of 57.89 million [1] - Qingmu Technology (301110) closed at 93.10, down 5.97% with a trading volume of 126,800 shares and a transaction value of 1.239 billion [2] Capital Flow - The internet e-commerce sector saw a net outflow of 506 million from main funds, while retail investors contributed a net inflow of 508 million [2] - Detailed capital flow for selected stocks showed: - Liren Lizhuang (605136) had a main fund net inflow of 14.37 million, while retail investors had a net inflow of 1.06 million [3] - ST Yigou (002024) had a main fund net inflow of 7.48 million, but a significant retail outflow of 1.40 million [3]

Core Viewpoint - The rise of Generative Engine Optimization (GEO) is reshaping digital marketing strategies as user information acquisition methods evolve, with nearly 500 million monthly active users in China and over 1.27 billion globally [1][2] Group 1: GEO Overview - GEO focuses on whether brand content can be understood and recommended by AI models, contrasting with traditional SEO which optimizes keywords and rankings [1][2] - The implementation of GEO is expected to significantly enhance customer acquisition conversion rates, with a reported increase of 2.8 times compared to traditional search methods, and a 40% reduction in user decision-making cycles [3] Group 2: Market Trends - The Chinese GEO market is experiencing rapid growth, with a year-on-year increase of 215% projected for Q2 2025, and over 78% of enterprise decision-makers prioritizing AI search optimization in their digital transformation strategies [3] - Gartner predicts a 25% decline in traffic from traditional search engines by 2026, as AI chatbots and other virtual AI optimization methods capture more market share [3] Group 3: Impact on Marketing Strategies - The transformation in marketing models is compelling brands to adjust their advertising strategies, particularly affecting small and medium-sized brands that may lack the necessary technology and content production capabilities for GEO [4] - E-commerce operators that prioritize GEO are expected to benefit, as they can quickly establish GEO content generation capabilities and provide comprehensive services from semantic analysis to performance tracking [4] Group 4: Investment Recommendations - E-commerce operators are positioned to capitalize on the shift from SEO to GEO, with specific recommendations including RuYueChen (003010.SZ), YiWanYiChuang (300792.SZ), and ShuiYang Co. (300740.SZ) [5] - Related companies include QingMu Technology (301110.SZ), LiRenLiZhuang (605136.SH), BaoZun E-commerce (BZUN.US), and KaiChun Co. (301001.SZ) [5]

中国经济网北京1月13日讯 青木科技(301110.SZ)昨日晚间发布关于控股股东、实际控制人及一致行 动人股份权益变动触及1%整数倍的公告。 公司收到公司控股股东、实际控制人吕斌、卢彬及其一致行动人宁波允宜投资合伙企业（有限合 伙）（以下简称"允宜合伙"）联合出具的《关于权益变动持股比例触及1%整数倍的告知函》。 2026年1月7日至2026年1月12日期间，吕斌、允宜合伙通过集中竞价及大宗交易方式累计减持公司 股份1,937,356股，占公司总股本的2.09%。本次权益变动后，信息披露义务人及其一致行动人合计持有 公司股份39,703,544股，占公司总股本42.91%，权益变动触及1%整数倍。本次权益变动不会导致公司控 股股东及实际控制人发生变化，不会影响公司的治理结构和持续经营。 2026年1月7日至2026年1月12日，青木科技的加权均价为61.469元。经计算，吕斌、允宜合伙减持 金额约为1.19亿元。 青木科技于2022年3月11日在深交所创业板上市，本次公开发行股票1666.67万股，发行价格为63.10 元/股，保荐机构为兴业证券股份有限公司，保荐代表人为林悦、王贤。 青木科技首次公开发行募 ...

国泰海通晨报 2026 年 01 月 13 日 国泰海通证券股份有限公司 研究所 [Table_Summary] 1、【纺织服装研究】纺织服装业：Nike 与 Adidas 作为全球运动服饰领域的两大龙头，其战略方 向与业绩波动是 A+H 纺服板块投资最重要的风向标之一，二者不仅定义了行业景气度，更通过 深度的产业链绑定，直接决定了核心标的的估值逻辑与业绩弹性：1. 制造端（Alpha 来源）： 头 部代工龙头品牌集中度较高，Nike 与 Adidas 多合计贡献超过 30%，巨头的订单分配策略直接决 定了供应商的产能利用率与业绩波动。 2. 零售端（格局重塑）： 二者在大中华区的品牌势能起 伏，直接重塑了国内运动品牌的竞争格局与市占率空间，是判断运动行业发展驱动力的重要基础。 3. 渠道端（深度绑定）： 核心大中华区零售商（如滔搏、宝胜）与双雄利益深度捆绑，品牌方的 库存周期与折扣策略直接主导了渠道商的盈利水平。本报告旨在深度复盘近 5 年两大巨头在经历 疫情冲击、新疆棉事件、管理层更迭及关税博弈后的基本面修复路径，通过对比二者的战略得失， 预判未来行业格局的演变趋势及其对核心供应链、渠道商的传导影响。 [ ...

Core Viewpoint - Several popular AI application companies have issued risk warnings regarding their AI-related revenues and business involvement [1] Group 1: Company-Specific Insights - BlueFocus: The revenue driven by AI remains a small proportion of overall operating income [1] - Qiming Technology: The controlling shareholder, Lv Bin, and associated parties sold company shares during stock fluctuations [1] - Hengwei Technology: The company does not engage in AI-related business [1] - Hand Information: The AI products and services business is still in its early stages [1] - Guangyun Technology: AI-related product revenue constitutes a small percentage of total income [1] - Zhuoyi Information: AI programming products are currently in the market introduction phase [1]

Group 1 - The State Council will hold a press conference on January 13 to discuss the "Solid Waste Comprehensive Management Action Plan" [1] - The Long March 8 carrier rocket is scheduled for launch on January 13, having been transported to the launch site on January 8 [1] - Several commercial aerospace companies have issued risk warnings regarding their business operations and stock performance [1] Group 2 - Multiple AI application companies have also issued risk warnings, indicating that AI-related revenue constitutes a small portion of their overall income [2] - The Ministry of Industry and Information Technology emphasized focusing on quantum technology, humanoid robots, brain-computer interfaces, deep-sea polar exploration, and 6G during the 14th Five-Year Plan [4] - The National Development and Reform Commission has introduced policies to guide government investment funds towards strategic sectors and innovation [4] Group 3 - The A-share market saw a total trading volume of 36,445 billion yuan on January 12, with significant gains in commercial aerospace and AI application sectors [6] - Fund managers are increasingly optimistic about emerging growth industries, particularly in artificial intelligence and robotics, with high equity investment ratios reported [6] - The domestic chip manufacturing sector has made significant breakthroughs, with major storage companies expected to go public soon [7] Group 4 - The upcoming nuclear fusion conference on January 16 aims to discuss opportunities in the nuclear fusion industry, with significant interest from various stakeholders [9] - Zhejiang province plans to advance the construction of the fourth-generation Beidou system, enhancing satellite communication and positioning services [10] - WuXi AppTec forecasts a net profit of 19.151 billion yuan for 2025, marking a year-on-year increase of approximately 103% [12] Group 5 - Jinlongyu's subsidiary plans to invest approximately 1.2 billion yuan in a solid-state battery production line project in Shenzhen [13] - Cangge Mining expects a net profit of 3.7 to 3.95 billion yuan for 2025, driven by increased sales and improved pricing in its potassium chloride and lithium carbonate businesses [13] - Institutional investors have shown significant interest in Huayin Technology, with a net purchase of 340 million yuan on January 12 [15]