投资者关系活动记录表 编号：2025-002 证券代码：300556 证券简称：丝路视觉 债券代码：123138 债券简称：丝路转债 丝路视觉科技股份有限公司 2 投资者关系活动 类别 □ 特定对象调研 □ 分析师会议 □ 媒体采访 √ 业绩说明会 □ 新闻发布会 □ 路演活动 □ 现场参观 □ 其他 参与单位名称及 人员姓名 投资者网上提问 时间 2025 年 11 月 20 日 (周四) 下午 14:30-17:00 地点 通过全景网"投资者关系互动平台"（https://ir.p5w.net） 采用网络远程的方式召开业绩说明会 上市公司接待人 员姓名 董事长、总裁：李萌迪 独立董事：董明志 独立董事：李丽杰 董事、高级副总裁、财务总监：岳峰 董事会秘书：王瑜 投资者关系活动 主要内容介绍 1、在行业政策红利下，公司核心业务的发展基础是否稳 固？ 答：公司业务以数字创意能力和创新设计为基础支撑，以 文化创意、内容生产为核心，通过与 5G、大数据、VR、AR、 人工智能、云计算等新兴科技的结合、融合和渗透，坚持"文 化+科技"，是未来数字创意产业的新经济形态。 2、请问董事长如何看待公司所在行业前景？ 答： ...

大成中证360互联网+指数A（002236）成立日期2016年2月3日，最新规模7.88亿。今年以来收益 41.54%，同类排名792/4208；近一年收益50.04%，同类排名442/3956；成立以来收益233.83%。 大成中证360互联网+指数A（002236）基金经理为夏高。 11月19日，凡拓数创跌5.2%，截至发稿，报30.45元/股，成交1.83亿元，换手率7.50%，总市值31.50亿 元。 资料显示，广州凡拓数字创意科技股份有限公司位于广东省广州市天河区沐陂西路13号凡拓总部办公大 楼(近裕晖创意园)，成立日期2002年9月24日，上市日期2022年9月30日，公司主营业务涉及公司是数字 创意产品及数字一体化解决方案的综合提供商。主营业务收入构成为：数字一体化综合服务74.33%， 数字孪生及信息化软件14.33%，3D可视化产品及服务11.28%，其他(补充)0.07%。 从凡拓数创十大流通股东角度 数据显示，大成基金旗下1只基金位居凡拓数创十大流通股东。大成中证360互联网+指数A（002236） 三季度增持6.36万股，持有股数64.85万股，占流通股的比例为0.83%。根据测算，今 ...

Core Insights - The GDP of Futian District in Shenzhen is expected to exceed 600 billion yuan this year, with a reported GDP of 471.17 billion yuan for the first three quarters, reflecting a year-on-year growth of 9.3% [1][4] - Futian District is the second-largest contributor to Shenzhen's GDP, with a projected GDP of 594.88 billion yuan for 2024, representing a growth of 5.1% compared to the previous year [3] Economic Performance - The rapid growth in Futian's GDP is attributed to the strong performance of its pillar industries, particularly the financial sector, which accounts for over 30% of the district's GDP [4] - The financial industry in Futian is projected to achieve an added value of 220.89 billion yuan in 2024, growing by 6.8%, and has seen a year-on-year increase of 21.4% in the first three quarters of this year [4] - Key indicators in the financial sector, such as securities trading volume and insurance premium income, have increased by 122.6% and 9.7%, respectively [4] Service and Industrial Growth - Futian is also a major hub for the service industry, with the profit-making service sector expected to contribute 116.78 billion yuan in added value in 2024, making up 19.6% of the GDP [4] - The industrial sector has shown positive trends, with a year-on-year increase of 4.6% in industrial added value for the first three quarters, and manufacturing increased by 6.7% [5] - The district's foreign trade has improved, with total import and export volume reaching 696.71 billion yuan, a year-on-year growth of 2.6% [5] Consumer Market - As the leading consumption district in Guangdong, Futian has maintained stable market sales, with retail sales of household appliances and audio-visual equipment increasing by 17.3% and 73.9%, respectively [6] Future Development Plans - Futian District plans to develop "6 innovation valleys, 4 centers, and 4 highlands" as part of its strategic initiatives [8][9] - The district aims to create two trillion-yuan industry clusters in finance and wholesale, along with eight hundred-billion-yuan clusters in various sectors including AI, new energy, and biotechnology [9] - The district's three new engines of growth include the Hong Kong-Shenzhen Innovation Cooperation Zone, the Xiangmi Lake New Financial Center, and the Central Park Vitality Circle [9][10]

Group 1 - The core viewpoint of the news is that Guangzhou Fantuo Digital Creative Technology Co., Ltd. has experienced a significant stock price increase, with a 5.03% rise on October 24, reaching 27.13 yuan per share, and a cumulative increase of 9.17% over four consecutive days [1] - The company specializes in digital creative products and integrated digital solutions, with its main revenue sources being 74.33% from integrated digital services, 14.33% from digital twin and information software, and 11.28% from 3D visualization products and services [1] - As of the report, the total market capitalization of Fantuo Digital is 2.807 billion yuan, with a trading volume of 91.8063 million yuan and a turnover rate of 4.54% [1] Group 2 - Among the top ten circulating shareholders of Fantuo Digital, a fund under Dacheng Fund, specifically Dacheng CSI 360 Internet + Index A (002236), has entered the list, holding 584,900 shares, which accounts for 0.88% of the circulating shares [2] - The fund has generated a floating profit of approximately 760,400 yuan today and a total of 1,269,200 yuan during the four-day price increase [2] - Dacheng CSI 360 Internet + Index A has a total asset size of 698 million yuan and has achieved a year-to-date return of 36.51%, ranking 1126 out of 4218 in its category [2]

Core Insights - AIGC software company Wanxing Technology (300624.SZ) has launched the "Sweeping Leg Dance" AI video effect on its AI video creation platform, Wanxing Tianmu Creation Square, and the mobile app, enabling users to create engaging dance videos from static images [1][3] - The global AI market in social media is projected to grow at a compound annual growth rate of 33.28% from 2024 to 2030, indicating a rising demand for AI-driven content creation and interaction [3] - Wanxing Technology aims to enhance product innovation and provide a rich set of AI creative tools to empower new-generation creators, facilitating a more accessible and efficient creative experience [4][5] Company Overview - Wanxing Technology is a leading A-share listed company in China's digital creative software sector, with a broad product range and significant revenue scale, operating in over 200 countries and regions, and boasting over 2 billion active users [3][4] - The company has introduced various fun video effects on its platform, such as "Magic Guardian" and "Embrace Your Childhood Self," which have sparked a wave of user-generated content on social media [3][4] - In the first half of 2025, Wanxing Technology reported a revenue of 760 million yuan, a year-on-year increase of 7.77%, with AI server calls exceeding 500 million, reflecting a growth of over 200% [4] Talent Acquisition - To strengthen its long-term competitive edge in AI products, Wanxing Technology has initiated a global campus recruitment drive for the 2026 class, offering competitive salaries and targeting young talent in various fields [5] - The average annual salary for new graduates is set at 500,000 yuan, with top R&D talent potentially earning up to 1 million yuan in their first year [5]

Group 1 - The core viewpoint of the news highlights the financial performance and market activity of Guangzhou Fantuo Digital Creative Technology Co., Ltd. on October 10, including a decline in stock price and changes in financing and margin trading [1] - On October 10, Fantuo Digital Creative experienced a stock price drop of 0.84%, with a trading volume of 44.3964 million yuan. The financing buy-in amount was 2.1113 million yuan, while the financing repayment was 3.2502 million yuan, resulting in a net financing buy-in of -1.1389 million yuan [1] - As of October 10, the total margin trading balance for Fantuo Digital Creative was 138 million yuan, with the financing balance accounting for 5.47% of the circulating market value, indicating a low level compared to the past year [1] Group 2 - As of June 30, the number of shareholders for Fantuo Digital Creative reached 15,100, an increase of 10.84% from the previous period, while the average circulating shares per person decreased by 9.78% to 4,413 shares [2] - For the first half of 2025, Fantuo Digital Creative reported operating revenue of 320 million yuan, representing a year-on-year growth of 53.79%. However, the net profit attributable to the parent company was -46.8602 million yuan, showing a year-on-year increase of 33.07% in losses [2] - Since its A-share listing, Fantuo Digital Creative has distributed a total of 30.9814 million yuan in dividends [3]

Core Viewpoint - The article discusses the globalization strategy of Wankong Technology, highlighting its evolution from product export to localized operations and AI-driven innovation, positioning the company for future growth in the global market [2][4][9]. Group 1: Company Background and Strategy - Wankong Technology was established in 2003 with a focus on overseas markets, driven by insights into the global software landscape and the advantages of mature intellectual property protection and online payment infrastructure [2][4]. - The company has undergone three strategic phases: product export (2003-2010), localization (2011-2018), and AI innovation (2019-present), achieving significant revenue growth from millions to over a billion [4][9]. - The initial product, Photo2VCD, generated over one million in revenue in its first year, validating the feasibility of Chinese software serving global markets [3][4]. Group 2: Market Positioning and Product Strategy - Wankong Technology prioritizes industries with low marginal costs and high replicability for investment, focusing on user needs and cultural differences to create differentiated products [5]. - The company employs a "global operation" philosophy, utilizing diverse and localized marketing strategies to enhance brand recognition and user trust across over 200 countries [7]. Group 3: Challenges and Solutions - The company faces challenges in localization, which it addresses by building local teams, enhancing compliance, and leveraging technology for innovation [8]. - Wankong Technology collaborates with leading firms like Microsoft and Huawei to boost its technological innovation and AI capabilities [8]. Group 4: Future Outlook and Market Trends - The company aims to capitalize on the projected $2.71 trillion creator economy by 2037, focusing on both mature and emerging markets to enhance user engagement [9][10]. - The industry is expected to see a surge in cross-border creative software companies, with over 10,000 new entrants anticipated by 2025, indicating a robust growth trajectory for overseas business [10].

Core Insights - Shenzhen Mowan Creative Technology Co., Ltd. has been established with a registered capital of 1 million RMB, indicating a new player in the creative technology sector [1] Company Overview - The legal representative of the company is Cheng Zhenhua, suggesting a centralized leadership structure [1] - The company’s business scope includes a wide range of activities such as toy sales, manufacturing, and various retail operations, indicating a diversified business model [1] Business Activities - The company is involved in the sale and manufacturing of toys, as well as the retail of stationery, sports equipment, jewelry, personal hygiene products, and various consumer goods [1] - Additional activities include the sale of plastic and rubber products, furniture, textiles, clothing, cosmetics, and electronic products, showcasing a broad market reach [1] - The company also engages in internet sales, software development, and artificial intelligence applications, reflecting a focus on technology integration [1] Licensing and Regulatory Compliance - The company operates under a general business license without any specific licensed activities, allowing for flexibility in its operations [1]

Group 1: Airport Development - The Jiangxi Ruijin Civil Airport has received preliminary approval for industry acceptance, aiming for an annual passenger throughput of 550,000 and a cargo throughput of 2,000 tons [1] - The airport will end the lack of civil aviation services in eastern Gannan and significantly improve the transportation system in Ruijin and surrounding areas [1] - Ruijin Airport is part of the national civil aviation development plan and is the only new 4C-level regional airport built in Jiangxi during the 13th Five-Year Plan [1] Group 2: Regional Economic Impact - After the opening of Ruijin Airport, Ganzhou will become the only city in Jiangxi and Central China with two civil airports [2] - Ganzhou, as a sub-central city in Jiangxi, has a population of 9.74 million and an area of 39,400 square kilometers, representing 25% and 20% of the province's total, respectively [5] - The "14th Five-Year" plan for Ganzhou includes the construction of Ruijin Airport and the expansion of the existing Ganzhou Huangjin Airport to enhance regional aviation capabilities [5] Group 3: Infrastructure and Transportation - The construction of Ruijin Airport is deemed necessary due to the challenging terrain in the Gannan mountainous area, which has hindered the development of road and rail transport [1] - The airport is expected to significantly enhance travel efficiency for over 6.8 million residents in the old revolutionary areas [1]

Group 1 - The core point of the news is that Wanjing Technology plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global strategy and brand image [1][2] - The company will hold a temporary shareholders' meeting on August 25 to vote on the relevant proposals [1] - The issuance will be conducted through public offering and international placement, with a maximum of 15% of the total share capital post-issuance [2] Group 2 - The funds raised from the H-share issuance will be used for R&D, strategic investments, acquisitions, repaying bank loans, and supplementing working capital [2] - Wanjing Technology is recognized as a leading player in the digital creative software sector, with a user base exceeding 1.5 billion across over 200 countries [2] - The company has made significant advancements in AI technology for audio and video, launching new products and enhancing existing ones [3] Group 3 - The company recently launched the Wanjing Tianmu AI App and the Wanjing Tianmu Creation Square, providing a comprehensive platform for AI video, image, and audio creation [4] - The AI video generation cost is as low as 0.25 yuan per video, promoting accessibility in creative production [3] - By the end of 2024, there are expected to be 1.62 billion short video creator accounts in China, indicating a shift towards collaborative content creation [4]