来源：新浪证券-红岸工作室 9月1日，三态股份涨0.85%，成交额1.14亿元，换手率5.53%，总市值74.55亿元。 异动分析 跨境电商+知识产权保护+AIGC概念+人民币贬值受益+多模态AI 1、深圳市三态电子商务股份有限公司的主营业务为出口跨境电商零售和第三方出口跨境电商物流。公 司的主要产品及服务为出口跨境电商零售业务、出口跨境电商物流业务。 2、根据2023年10月11日互动易，公司自主开发的知识产权风险检测工具"睿观·ERiC"产品已于9月28日 对外开放试用，该产品致力于借助AI大数据模型，为企业提供灵活、低成本、准确的风险监测解决方 案 3、公司上市保荐书：公司研发项目：A+智能图片生成项目：AIGC项目之一，通过Stable Diffusion生成 高质量图片，利用mask机制控制生成过程中每个像素点的生成概率。通过调整掩膜值，经过训练的模 型可以实现图像生成过程的精细调控，从而可以根据目标生成高质量、多样化的图像。通过文本输入描 述应用场景并添加自有元素，模板化订制自身产品形象，塑造品牌IP，大幅提升运营效率和节约制作成 本。同时，在图片处理环节也引入AI工具，自动生成各种场景图、尺寸图 ...

9月1日，吉宏股份盘中下跌2.01%，截至14:12，报17.57元/股，成交1.96亿元，换手率3.83%，总市值 79.54亿元。 资金流向方面，主力资金净流出2500.59万元，特大单买入289.12万元，占比1.47%，卖出445.10万元， 占比2.27%；大单买入2418.50万元，占比12.33%，卖出4763.10万元，占比24.28%。 吉宏股份今年以来股价涨40.28%，近5个交易日跌2.61%，近20日涨5.21%，近60日涨28.34%。 资料显示，厦门吉宏科技股份有限公司位于福建省厦门市海沧区东孚工业区二期浦头路9号,香港特别行 政区告士打道56号东亚银行港湾中心15楼5号办公室，成立日期2003年12月24日，上市日期2016年7月12 日，公司主营业务涉及厦门吉宏科技股份有限公司是一家主要从事跨境社交电商业务及纸制快消品 （FMCG）包装业务的中国公司。该公司主要通过三个分部开展业务。跨境社交电商业务分部主要在社 交媒体平台上投放广告以吸引客户，提供家居用品、服饰产品、电子产品、鞋类产品、箱包制品、美妆 个护用品、保健品、母婴用品、钟表配饰等产品。纸制包装业务分部致力于为快消品企 ...

Company Overview - Gravity Media Co., Ltd. is located at 12th Floor, Shimao Building, No. 92, Jianguo Road, Chaoyang District, Beijing, established on August 10, 2005, and listed on May 27, 2015 [2] - The company primarily provides media agency services, data strategy and consulting, product placement advertising, internet public relations, and brand management, with digital marketing accounting for 98.45% of its revenue [2] - As of June 30, the number of shareholders is 55,900, an increase of 0.81% from the previous period, with an average of 4,792 circulating shares per person, a decrease of 0.81% [2] Financial Performance - For the first half of 2025, Gravity Media achieved operating revenue of 4.542 billion yuan, a year-on-year increase of 53.84%, while net profit attributable to shareholders decreased by 10.76% to 15.9317 million yuan [2] - The company has distributed a total of 23.5868 million yuan in dividends since its A-share listing, with no dividends distributed in the last three years [3] Stock Performance - On August 29, Gravity Media's stock price fell by 2.02% to 17.42 yuan per share, with a trading volume of 110 million yuan and a turnover rate of 2.35%, resulting in a total market capitalization of 4.677 billion yuan [1] - Year-to-date, the stock price has increased by 3.14%, but it has decreased by 4.50% over the last five trading days and 6.84% over the last 20 days, while increasing by 5.26% over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on January 27, where it recorded a net buy of -6.9856 million yuan [1]

8月29日，彩讯股份盘中下跌2.06%，截至11:15，报29.45元/股，成交4.52亿元，换手率3.50%，总市值 132.88亿元。 资金流向方面，主力资金净流入2568.58万元，特大单买入1170.90万元，占比2.59%，卖出2178.57万 元，占比4.82%；大单买入1.16亿元，占比25.68%，卖出8043.54万元，占比17.78%。 彩讯股份今年以来股价涨35.86%，近5个交易日跌0.88%，近20日涨1.76%，近60日涨7.84%。 机构持仓方面，截止2025年6月30日，彩讯股份十大流通股东中，中欧科创主题混合(LOF)A（501081） 位居第六大流通股东，持股279.59万股，为新进股东。南方中证1000ETF（512100）位居第八大流通股 东，持股249.95万股，相比上期增加47.07万股。华夏中证1000ETF（159845）位居第十大流通股东，持 股147.45万股，为新进股东。香港中央结算有限公司退出十大流通股东之列。 责任编辑：小浪快报 今年以来彩讯股份已经1次登上龙虎榜，最近一次登上龙虎榜为1月27日。 资料显示，彩讯科技股份有限公司位于广东省深圳市南山区高 ...

Core Viewpoint - The company "值得买" has shown a mixed performance in stock price and financial results, with a notable increase in net profit despite a decline in revenue [2][3]. Group 1: Stock Performance - On August 29, "值得买" stock rose by 2.01%, reaching 36.10 CNY per share, with a trading volume of 1.10 billion CNY and a turnover rate of 2.52%, resulting in a total market capitalization of 71.79 billion CNY [1]. - Year-to-date, the stock price has increased by 8.25%, with a 3.94% rise over the last five trading days, a 0.82% decline over the last 20 days, and a 13.20% increase over the last 60 days [1]. Group 2: Financial Performance - For the first half of 2025, "值得买" reported a revenue of 5.82 billion CNY, a year-on-year decrease of 18.70%, while the net profit attributable to shareholders was 12.69 million CNY, reflecting a year-on-year increase of 65.75% [2]. - Since its A-share listing, "值得买" has distributed a total of 2.16 billion CNY in dividends, with 84.18 million CNY distributed over the past three years [3]. Group 3: Shareholder Structure - As of August 20, the number of shareholders for "值得买" was 27,800, a decrease of 1.35% from the previous period, with an average of 4,394 circulating shares per person, an increase of 1.37% [2]. - As of June 30, 2025, notable shareholders included 易方达供给改革混合, holding 5.45 million shares (an increase of 1.33 million shares), and 香港中央结算有限公司, holding 1.71 million shares (an increase of 0.84 million shares) [3].

8月29日，粤传媒盘中上涨2.08%，截至10:11，报7.35元/股，成交1.46亿元，换手率1.77%，总市值85.34 亿元。 资金流向方面，主力资金净流入560.11万元，特大单买入903.85万元，占比6.20%，卖出784.79万元，占 比5.39%；大单买入3239.56万元，占比22.23%，卖出2798.51万元，占比19.20%。 粤传媒今年以来股价涨32.62%，近5个交易日涨3.35%，近20日涨4.52%，近60日涨22.66%。 机构持仓方面，截止2025年3月31日，粤传媒十大流通股东中，香港中央结算有限公司位居第四大流通 股东，持股464.92万股，相比上期增加31.81万股。大成中证360互联网+指数A（002236）位居第八大流 通股东，持股260.81万股，为新进股东。 今年以来粤传媒已经5次登上龙虎榜，最近一次登上龙虎榜为6月17日。 责任编辑：小浪快报 资料显示，广东广州日报传媒股份有限公司位于广东省广州市海珠区芳园路138号粤传媒大厦30层，成 立日期1992年12月28日，上市日期2007年11月16日，公司主营业务涉及广告营销业务、销售电商业务、 印刷业务、系列 ...

8月29日，东软集团盘中下跌2.01%，截至10:59，报10.71元/股，成交2.74亿元，换手率2.13%，总市值 127.47亿元。 资金流向方面，主力资金净流出1932.37万元，特大单买入1054.94万元，占比3.84%，卖出2469.08万 元，占比9.00%；大单买入5387.51万元，占比19.63%，卖出5905.74万元，占比21.52%。 东软集团今年以来股价涨0.85%，近5个交易日涨0.47%，近20日涨7.42%，近60日涨9.85%。 今年以来东软集团已经2次登上龙虎榜，最近一次登上龙虎榜为3月6日，当日龙虎榜净买入6164.73万 元；买入总计2.67亿元 ，占总成交额比26.19%；卖出总计2.05亿元 ，占总成交额比20.13%。 资料显示，东软集团股份有限公司位于辽宁省沈阳市浑南新区新秀街2号东软软件园，成立日期1991年6 月17日，上市日期1996年6月18日，公司主营业务涉及公司以软件技术为核心,提供行业解决方案、软件 产品、平台及服务、医疗设备等。主营业务收入构成为：自主软件、产品及服务85.92%，系统集成 12.34%，物业广告1.74%。 东软集团所属申万 ...

Core Viewpoint - The company, Shenzhen SanTai E-commerce Co., Ltd., is focusing on cross-border e-commerce retail and logistics, leveraging AI technology for operational efficiency and cost reduction [2][8]. Group 1: Company Overview - Shenzhen SanTai E-commerce Co., Ltd. was established on January 7, 2008, and listed on September 28, 2023 [8]. - The company's main business includes cross-border e-commerce retail (99.98% of revenue) and logistics services [3][9]. - The revenue composition includes interests and hobbies (28.88%), international dedicated lines (24.71%), home living (23.64%), tool accessories (10.62%), trendy fashion (8.66%), digital technology (2.99%), international postal (0.33%), commercial express (0.16%), and other income (0.02%) [8]. Group 2: Financial Performance - For the period from January to March 2025, the company achieved a revenue of 403 million yuan, representing a year-on-year growth of 3.48%, while the net profit attributable to shareholders decreased by 53.47% to 14.0044 million yuan [9]. - The company has distributed a total of 110 million yuan in dividends since its A-share listing [10]. Group 3: Market Position and Trends - The company is positioned within the small-cap segment and is associated with concepts such as AIGC, intellectual property, smart logistics, and e-commerce [8]. - The company is benefiting from the depreciation of the RMB, which enhances its overseas revenue [3].

Group 1 - The stock price of Beishidake closed at 19.71 yuan on August 27, 2025, down by 0.49 yuan, representing a decline of 2.43% from the previous trading day [1] - The trading volume for the day was 71,287 hands, with a transaction amount of 144 million yuan, and the stock experienced a fluctuation of 4.75% [1] - Beishidake's main business involves the research, development, production, and sales of smart controllers and smart products, primarily applied in consumer electronics and smart home sectors [1] Group 2 - The company belongs to several concept sectors, including consumer electronics, cross-border e-commerce, and AIGC concepts [1] - In response to investor inquiries, the company stated that it currently does not engage in the pet smart phone business but plans to explore applications related to the pet economy leveraging its existing technological advantages [1] - On the same day, the net outflow of main funds was 3.7666 million yuan, with a cumulative net outflow of 41.8846 million yuan over the past five days [1]

来源：新浪证券-红岸工作室 8月27日，中胤时尚跌6.11%，成交额1.23亿元，换手率2.91%，总市值40.94亿元。 异动分析 AIGC概念+虚拟数字人+多模态AI+三胎概念+人民币贬值受益 1、2023年6月16日公司互动：元起点和新畅元科技在虚拟数字人技术储备了多项技术，在3D数字人生 成重建、AIGC+3D数字人AI跨模态实时交互等多项国际领先。 2、2023年6月16日公司互动：元起点和新畅元科技在虚拟人技术上储备了多项技术，在3D数字人生成 重建、AIGC+3D数字人、3D数字人AI跨模态实时交互等多项国际领先。 3、据2023年半年报显示：新畅元科技为公司参股孙公司。NNKOSMOS新畅元2023年7月13日官微：新 畅元第一代数字人产品"创视元"支持AIGC多模态内容生成，无论文本(ppt\pdf\word)、语音均可快速识 别，一键智能生成视频，操作简单，便于修改。 4、根据2021年4月15日互动易：公司童鞋设计和供应链整合业务收入占在10%-15%之间，作为一家创意 设计企业，公司鞋履设计覆盖全品类，包括女鞋、童鞋及男鞋，可为客户提供不同款式不同类别的鞋履 设计。 5、根据2024年 ...