长江商报消息 ●长江商报记者 江楚雅 君逸数码（301172.SZ）计划通过战略投资拓展新赛道。 近日，君逸数码宣布，拟以1.2亿元自有资金增资控股广东光宏精密科技有限公司（下称"光宏精 密"），正式切入增长潜力巨大的光学精密元组件领域。交易完成后，光宏精密成为君逸数码控股子公 司并纳入合并报表范围。 从战略价值来看，此次控股对君逸数码具有双重意义：一方面，公司得以切入上游核心光学部件领域， 形成技术协同效应，完善产业链布局；另一方面，可将光宏精密的光学制造能力与自身在智能物联、大 数据、AIGC应用的技术优势深度融合，有望在机器视觉、智能感知等前沿方向开发创新解决方案，进 一步强化整体竞争力。 多维度布局寻新增长点 事实上，在此之前，君逸数码已通过投资并购、战略合作、技术研发等多维度发力，持续完善业务布 局。 投资并购方面，2024年公司以自有资金收购成都海天数联科技有限公司60%股权，该公司专注企业级大 数据与数据智能产品，拥有自主知识产权的智能数字底座软件。同时，成立全资子公司四川君逸宜联数 字科技有限公司、控股子公司广东逸筑科技有限责任公司，进一步拓宽业务覆盖。 君逸数码近期业绩面临一定压力，2025 ...

本报讯 （记者舒娅疆）11月19日，四川君逸数码科技股份有限公司（以下简称"君逸数码"）披露公告 称，该公司与广东光宏精密科技有限公司（以下简称"光宏精密"）及其原股东签署增资协议，将以自有 资金1.2亿元对光宏精密进行增资。 光宏精密在近年来的业务发展迅速。经审计的财务数据显示，光宏精密2024年的营业收入为1665.53万 元，净利润257.24万元；2025年1月份至8月份，其营业收入已达2004.25万元，净利润389.6万元，增长 势头较为强劲。此次君逸数码投入的1.2亿元增资款，将主要用于扩大生产设备等固定资产投入，快速 达成光宏精密产能的跨越式增长，为其未来的业务扩张与业绩增长提供坚实保障。 君逸数码的相关负责人表示，本次战略控股光宏精密，是君逸数码基于对光学仪器领域发展的前瞻性判 断，以及对未来市场需求和公司多元化发展战略的深思熟虑后作出的重要决策。交易完成后，君逸数码 将向光宏精密输出先进的管理经验，并在治理结构、资金、市场资源等方面给予全力支持，充分发挥双 方的协同效应，共同把握光学精密元组件市场的巨大机遇，为全体股东创造长期、稳定的价值回报。 光宏精密的核心竞争力在于其掌握的模造玻璃非球 ...

目标公司专注于研发、生产和销售精密光学元组件等产品。目标公司主要产品为精密光学元件及组件， 是各类光纤器件、摄像模组和光模块的基础，通过光学元件的不同组合，可使光纤器件、摄像模组、光 模块实现不同的特定功能。目标公司的产品主要应用于消费电子、汽车电子、安防、光通讯等领域。 君逸数码（301172）(301172.SZ)公告，公司于2025年11月18日与广东光宏精密科技有限公司(简称"光宏 精密")签署《广东光宏精密科技有限公司增资协议书》，公司将以自有资金1.2亿元人民币对光宏精密 进行增资，其中3315.30万元计入注册资本，剩余部分计入资本公积。 公司称，本次对外投资是构建"智能物联+大数据+AIGC应用"协同生态战略的重要举措，是基于对光学 仪器领域发展的前瞻性共识、未来的市场需求以及公司多元化发展等多方面因素而作出的决定。 ...

目标公司专注于研发、生产和销售精密光学元组件等产品。目标公司主要产品为精密光学元件及组件， 是各类光纤器件、摄像模组和光模块的基础，通过光学元件的不同组合，可使光纤器件、摄像模组、光 模块实现不同的特定功能。目标公司的产品主要应用于消费电子、汽车电子、安防、光通讯等领域。 公司称，本次对外投资是构建"智能物联+大数据+AIGC应用"协同生态战略的重要举措，是基于对光学 仪器领域发展的前瞻性共识、未来的市场需求以及公司多元化发展等多方面因素而作出的决定。 智通财经APP讯，君逸数码(301172.SZ)公告，公司于2025年11月18日与广东光宏精密科技有限公司(简 称"光宏精密")签署《广东光宏精密科技有限公司增资协议书》，公司将以自有资金1.2亿元人民币对光 宏精密进行增资，其中3315.30万元计入注册资本，剩余部分计入资本公积。 ...

Core Insights - The "China Internet Development Report 2025" indicates that the user base for micro-short dramas in China has reached 662 million, with a market size exceeding 50 billion yuan, surpassing box office revenues for films, marking it as a new emerging sector in content consumption [1] - The micro-short drama market is undergoing a transformation, moving away from the previous "high-reversal + thrill" narrative model towards more refined and diverse themes, such as women's growth, workplace issues, family healing, and campus problems [1][2] - The industry consensus is shifting towards a focus on quality content to enhance user engagement and market expectations, as audiences are no longer satisfied with mere novelty and stimulation [2] Market Dynamics - The micro-short drama market is transitioning from a "fast entertainment" model to a more stable growth trajectory, necessitating a departure from reliance on "thrill points" and addressing content homogenization issues [2][9] - The audience structure shows that the "silver-haired" demographic has become a significant force in paid subscriptions, accounting for over 40%, while female users dominate the consumption market with higher interaction and payment activity compared to male users [1][2] Production and Technology - The industry is enhancing production quality and exploring new technologies such as AI and VR to find new growth curves, with traditional film companies entering the micro-short drama space [7][9] - The application of AI in production processes is estimated to improve planning efficiency by over 50% and reduce post-production costs by 30% [9] Cultural Integration and Global Expansion - The global micro-short drama market is projected to exceed $15 billion by 2024, with China accounting for over 80% of this market [10] - Micro-short dramas are evolving from mere entertainment products to cultural carriers, with significant growth in overseas markets, particularly in North America and Europe [10][12] - Companies like Fengye Interactive and Jiuzhou Culture are leading the charge in overseas distribution, with platforms like Reelshort covering over 100 countries and achieving over 250 million downloads globally [10][11][12] Industry Challenges and Future Directions - The micro-short drama industry is at a critical juncture, transitioning from "quantity" to "quality," necessitating regulatory clarity and a focus on key development areas [12] - Establishing a scientific evaluation system and optimizing recommendation algorithms are essential for guiding the industry towards a quality-centric approach, moving from a traffic-driven model to one focused on content excellence [12]

Core Insights - The Guangdong-Hong Kong-Macao Greater Bay Area Cultural Investment Conference serves as a platform for connecting leading enterprises, innovative projects, and industry peers, facilitating accelerated growth in IP development, technology integration, and commercialization [1][2] - The conference is recognized for its value in trend insights, resource matching, and ecosystem collaboration, particularly in the vibrant cultural industry of the Greater Bay Area [2][3] Investment Focus - The company emphasizes three core elements in cultural investments: sustainable business models, content creativity, and technology integration [1][6] - A clear commercialization path is essential for cultural enterprises, with a focus on the operational acumen of entrepreneurs to create a closed-loop between culture and business [1][6] Investment Strategy - The investment strategy is described as a "pyramid-style combination," allocating 60% to stable cash flow mature companies, 30% to growth-oriented technology or content platforms, and 10% to early-stage disruptive projects [11] - The company has invested in various sectors, including the largest book publishing institution in China and leading digital marketing firms, showcasing a diverse portfolio [7][8] Ecosystem Development - The company aims to leverage capital to enhance the cultural industry ecosystem in the Greater Bay Area, focusing on efficient resource allocation and the integration of innovative elements [12] - Collaboration with other funds and institutions is encouraged to support high-growth cultural innovation enterprises, promoting the deep integration of technology and cultural IP [12]

Content Strategy - iQIYI has released over 400 new titles, focusing on top IPs and five major genres [1] - The company is implementing a theater-style operation to refine its content strategy, with various themed theaters launching new productions [1] - Upcoming series include "Tang Gui Qi Tan," "Fox Demon Little Red Daughter - Royal Power Edition," and "Punishment Hero's Brief History" [1] Variety Show Development - iQIYI plans to establish a variety show matrix by 2026, consisting of four main categories: game entertainment, talent competitions, lifestyle experiences, and language viewpoints, along with two auxiliary categories focusing on emotional and lifestyle segments [1] Film Production Initiatives - iQIYI's "Three-Level Rocket Plan" for self-produced films includes the "Blockbuster Plan" for high-quality films, the "Explosion Plan" for content innovation, and the "Prairie Fire Plan" for nurturing new talent [2] - The company is launching a new category for "network story films," with episodes exceeding 60 minutes and limited to three parts [2] Content Diversification - iQIYI continues to expand in various entertainment sectors, including animation, children's content, documentaries, and sports, enhancing its content IP ecosystem [2] - The documentary segment will feature works like "Decoding the Three Kingdoms" [2] Technological Innovation - iQIYI is actively integrating AI into its operations, with applications in both B2B and B2C sectors, enhancing user experience through products like the AI-powered "Peach Bean" and "Jump View" [2] - The company is exploring more AIGC application scenarios [2] Offline Experience Business - iQIYI is focusing on offline experience businesses, which include IP derivatives and theme parks, as a core part of its future strategy [3] - The iQIYI theme parks are designed to be small-scale, highly interactive, and rapidly evolving, with projects underway in cities like Yangzhou, Kaifeng, and Beijing [3] Micro-drama Growth - iQIYI has successfully established micro-dramas as a significant and rapidly growing category after a year of development [3]

Core Insights - The current training model for bank relationship managers is misaligned with actual business needs, focusing on memorization of product knowledge rather than real-world customer interaction and personalized marketing skills [1] - There is a pressing need for tools that can simulate real business scenarios to enhance the comprehensive financial marketing capabilities of relationship managers [1] Solution Overview - The proposed solution is an AIGC application product based on Deepseek, designed specifically for bank relationship managers, utilizing the "Zhihai - Jinpan" vertical financial model to simulate various retail financial scenarios [2] - This system emphasizes role-playing and immersive practice, assisting managers in analyzing customer needs, refining product selling points, and optimizing marketing language [2] Core Functions - The system supports dual-mode interaction where AI can play either the customer or the relationship manager, covering over 30 segmented customer interaction scenarios and more than 50 business scenarios [7] Technical Support - The "Zhihai - Jinpan" model has been trained on a knowledge base of over 100,000 general retail financial knowledge, covering more than 100 retail product analyses and 50 scenario scripts, with capabilities in financial Q&A, text generation, and reasoning analysis [4] Implementation Process - The implementation process includes logging in, selecting business scenarios, choosing practice modes, real-time practice, and receiving AI feedback, creating a closed loop of training, practice, and feedback [5] Effectiveness - Efficiency improvements include saving relationship managers over 1.5 hours daily in customer analysis and marketing preparation, enhancing overall marketing and customer retention efficiency [6] - Cost reductions are achieved by simplifying training processes and establishing a professional, ongoing learning system [6] - Capability upgrades are noted in customer need analysis, product marketing skills, and asset allocation suggestions, indirectly increasing customer satisfaction and business conversion rates [6] - The innovation in training models shifts from traditional knowledge transfer to practical capability transformation, enhancing the professionalism of retail financial services [6]

Core Insights - The 8th World Artificial Intelligence Conference (WAIC) was held in Shanghai, showcasing the largest scale ever with over 800 participating companies, more than 50% of which are international or from other regions, including tech giants like Google, Siemens, Tencent, and Huawei [1] - The conference highlighted the rapid growth of large models in AI, with a total of 3,755 large models released globally, of which Chinese companies contributed 1,509, leading the world [1] Group 1: Exhibition Overview - The conference featured four main exhibition halls: Core Technology Hall, Industry Application Hall, Terminal Experience Hall, and All-Domain Linkage Hall, each focusing on different aspects of AI technology and applications [2][3] - Key highlights included advancements in humanoid robots, with several companies moving towards mass production, and the emergence of diverse AI hardware forms, such as emotional electronic pets developed by Mochi [3] Group 2: Industry Trends - The AI industry is expected to see significant growth across multiple segments, driven by factors such as increased capital expenditure from internet companies and the easing of restrictions on H20 chips, which will boost related sectors like optical modules and switches [5] - The application of large models is accelerating, with new models like Kimi K2 being released, indicating a rapid iteration in domestic large models, and upcoming events like the 2025 WAIC potentially catalyzing further industry breakthroughs [6] Group 3: Investment Opportunities - Relevant ETFs include the ChiNext AI ETF (159381), which tracks AI companies listed on the ChiNext board, and the AI ETF (515070), which focuses on a broader range of AI-related stocks, providing diversified exposure to the AI sector [7][8] - The ChiNext AI ETF has a significant weight in optical modules and AI computing concept stocks, while the AI ETF includes a substantial portion of self-controlled and humanoid robot-related stocks, offering investors a way to mitigate individual stock volatility [8]

Group 1: Company Overview - The company operates the "Shanghu AI Manufacturing" platform, which is a one-stop AI customization and flexible production platform, leveraging self-developed portable digital direct printing machines and generative AI design systems to promote AI empowerment in physical manufacturing and achieve industrial upgrades [2]. - The Catimind platform, based on the cloud ComfyUI architecture, simplifies professional processes such as image generation, video editing, and 3D modeling into "one-click start" templates, requiring no coding background, and offers private deployment and API interfaces to assist industries like education, film, gaming, and advertising in reducing costs and increasing efficiency [2]. Group 2: Business Operations - The computing power leasing business primarily adopts a platform-based and market-oriented operational model, with the Zhixing Cloud platform having operated stably for 5 years, establishing a certain brand effect; the main downstream customers are research institutions, technology companies, and universities, with future marketing efforts aimed at increasing the customer base [3]. - The company's overseas business currently accounts for a small proportion, with plans to expand internationally based on market conditions in the future [3]. - Ongoing projects in the dye business are progressing as planned, particularly in dye intermediates, which will enhance cost control and improve market competitiveness upon completion [3]. Group 3: Future Strategy - The company aims to strengthen its industrial foundation by continuously developing mid-to-high-end dye and chemical products to consolidate its market leadership; it will deepen computing power empowerment and increase investment in computing power [3]. - The company plans to expand AIGC application scenarios centered around platforms like "Zhixing Cloud," "Catimind," and "Shanghu AI Manufacturing," while continuously achieving breakthroughs and developments in AIGC applications [3]. Group 4: Disclosure Information - The investor relations activity did not involve any undisclosed significant information [3].