1月23日，神州泰岳盘中上涨2.27%，截至11:24，报12.62元/股，成交4.86亿元，换手率2.11%，总市值 248.26亿元。 责任编辑：小浪快报 神州泰岳所属申万行业为：传媒-游戏Ⅱ-游戏Ⅲ。所属概念板块包括：在线教育、教育信息化、AI应用 （智能体）、智慧政务、ChatGPT概念等。 截至1月20日，神州泰岳股东户数10.62万，较上期减少5.08%；人均流通股17359股，较上期增加 5.35%。2025年1月-9月，神州泰岳实现营业收入40.68亿元，同比减少9.86%；归母净利润7.24亿元，同 比减少33.77%。 分红方面，神州泰岳A股上市后累计派现12.97亿元。近三年，累计派现3.72亿元。 机构持仓方面，截止2025年9月30日，神州泰岳十大流通股东中，华夏中证动漫游戏ETF（159869）位 居第一大流通股东，持股5645.99万股，相比上期增加965.14万股。易方达创业板ETF（159915）位居第 三大流通股东，持股4023.93万股，相比上期减少665.10万股。南方中证500ETF（510500）位居第七大 流通股东，持股2857.41万股，相比上期减少58.81万 ...

Core Viewpoint - Guolian Co., Ltd. has experienced a decline in stock price and a decrease in revenue and net profit for the year, indicating potential challenges in its business performance [1][2]. Group 1: Stock Performance - On January 20, Guolian's stock price fell by 2.02%, reaching 29.05 CNY per share, with a trading volume of 162 million CNY and a turnover rate of 0.76%, resulting in a total market capitalization of 20.932 billion CNY [1]. - Year-to-date, Guolian's stock price has increased by 3.75%, but it has seen a decline of 1.36% over the last five trading days, with a 4.57% increase over the last 20 days and a 5.25% increase over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Guolian reported operating revenue of 38.78 billion CNY, a year-on-year decrease of 3.63%, and a net profit attributable to shareholders of 1.101 billion CNY, down 1.73% year-on-year [2]. - Since its A-share listing, Guolian has distributed a total of 419 million CNY in dividends, with 313 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, Guolian had 42,100 shareholders, a decrease of 6.47% from the previous period, with an average of 17,121 circulating shares per shareholder, an increase of 6.92% [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 11.4748 million shares, an increase of 3.2343 million shares from the previous period [3].

Group 1 - The stock price of Wuchan Jinlun increased by 2.07% on January 19, reaching 16.24 CNY per share, with a total market capitalization of 3.611 billion CNY [1] - The company experienced a net inflow of main funds amounting to 690,100 CNY, with significant buying and selling activities recorded [1] - Year-to-date, Wuchan Jinlun's stock price has risen by 8.19%, with a 0.68% increase over the last five trading days and a 9.14% increase over the last 20 days [1] Group 2 - As of September 30, the number of shareholders for Wuchan Jinlun increased by 11.84% to 28,400, while the average circulating shares per person decreased by 6.39% to 6,479 shares [2] - For the period from January to September 2025, Wuchan Jinlun reported a revenue of 1.811 billion CNY, a year-on-year decrease of 7.30%, and a net profit attributable to shareholders of 97.6648 million CNY, down 13.85% year-on-year [2] Group 3 - Wuchan Jinlun has distributed a total of 298 million CNY in dividends since its A-share listing, with 109 million CNY distributed over the past three years [3] - As of September 30, 2025, the fourth largest circulating shareholder is the Guotai Zhongzheng Steel ETF, holding 1.2181 million shares, an increase of 701,800 shares compared to the previous period [3]

Group 1 - The core viewpoint of the news is that Tianyi Ma's stock has shown a mixed performance with a year-to-date increase of 13.96% and a recent decline over the past 60 days of 12.21% [1] - As of January 19, Tianyi Ma's stock price is 55.93 CNY per share, with a market capitalization of 3.739 billion CNY [1] - The company has experienced a net outflow of 119.14 thousand CNY in principal funds, with significant buying and selling activity in large orders [1] Group 2 - Tianyi Ma's main business segments include information equipment sales (33.17%), software development and technical services (27.51%), computing power services (20.65%), and others [1] - The company operates in the IT services sector and is associated with concepts such as digital twin, spatial computing, digital economy, ChatGPT, and smart governance [2] - For the period from January to September 2025, Tianyi Ma reported a revenue of 228 million CNY, representing a year-on-year growth of 46.62%, and a net profit of 4.19 million CNY, up 119.80% [2] Group 3 - Since its A-share listing, Tianyi Ma has distributed a total of 30.744 million CNY in dividends, with 11.89996 million CNY distributed over the past three years [3]

Group 1 - The core viewpoint of the news is that Gao Weida's stock has experienced fluctuations in price and trading volume, with a recent decline of 2.01% on January 16, 2023, and a total market capitalization of 9.292 billion yuan [1] - As of December 19, 2023, the number of shareholders for Gao Weida decreased to 49,500, while the average circulating shares per person increased by 1.24% to 8,965 shares [2] - Gao Weida's main business involves providing IT solutions, IT operation services, and system integration services primarily to financial enterprises, with software development and services accounting for 91.95% of its revenue [1] Group 2 - For the period from January to September 2025, Gao Weida reported a revenue of 730 million yuan, reflecting a year-on-year decrease of 4.36%, and a net profit attributable to shareholders of 21.3477 million yuan, down 11.21% year-on-year [2] - The company has cumulatively distributed dividends of 45.999 million yuan since its A-share listing, with no dividends distributed in the last three years [3] - As of September 30, 2025, Hong Kong Central Clearing Limited was the fourth largest circulating shareholder, increasing its holdings by 735,240 shares to 8.0794 million shares [3]

Group 1 - The core viewpoint of the news is that Hanwang Technology's stock has experienced fluctuations, with a recent decline of 2.00% and a current price of 23.98 CNY per share, while the company has seen a year-to-date increase of 10.81% [1] - As of January 15, the total market capitalization of Hanwang Technology is 5.862 billion CNY, with a trading volume of 102 million CNY and a turnover rate of 2.02% [1] - The company’s main business segments include intelligent interaction products (58.89%), AI terminals (28.70%), multimodal big data services (10.89%), and other services (1.53%) [1] Group 2 - As of September 30, the number of shareholders for Hanwang Technology has increased to 60,100, reflecting a growth of 7.17%, while the average circulating shares per person decreased by 6.69% to 3,452 shares [2] - For the period from January to September 2025, Hanwang Technology reported a revenue of 1.26 billion CNY, representing a year-on-year growth of 9.85%, but the net profit attributable to shareholders was a loss of 91.18 million CNY, down 21.55% year-on-year [2] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 14.0361 million shares, which is a decrease of 7.717 million shares compared to the previous period [2]

Core Viewpoint - The stock of Jihong Co., Ltd. has experienced fluctuations, with a recent decline of 2.03% and a year-to-date increase of 17.97% as of January 15, 2023 [1] Company Overview - Jihong Co., Ltd. is based in Xiamen, Fujian Province, and was established on December 24, 2003, with its IPO on July 12, 2016 [2] - The company primarily engages in cross-border social e-commerce and paper packaging for fast-moving consumer goods (FMCG), with revenue contributions of 65.45% from e-commerce and 34.49% from packaging [2] - The business operates through three segments: cross-border social e-commerce, paper packaging services, and other marketing and advertising services [2] Financial Performance - As of September 30, 2025, Jihong Co., Ltd. reported a revenue of 5.039 billion yuan, reflecting a year-on-year growth of 29.29%, and a net profit of 216 million yuan, up 60.11% [3] - The company has distributed a total of 706 million yuan in dividends since its A-share listing, with 519 million yuan in the last three years [4] Shareholder Information - The number of shareholders increased to 40,800, a rise of 10.93%, while the average circulating shares per person decreased by 9.85% to 7,084 shares [3] - As of September 30, 2025, Hong Kong Central Clearing Limited is the second-largest shareholder, holding 39.41 million shares, a decrease of 87,900 shares from the previous period [4]

Market Overview - A-shares showed mixed performance with the Shanghai Composite Index slightly up by 0.04%, while the Shenzhen Component and ChiNext Index rose by 0.4% and 0.45% respectively [1] - The total trading volume in both markets reached 0.65 trillion yuan, a decrease of approximately 28.46 billion yuan compared to the previous trading day [1] - Net outflow of main funds amounted to 17.131 billion yuan, with inflows seen in battery and energy metal sectors, while internet services and software development sectors experienced the most outflows [1] Hot Stocks - The top ten popular stocks included Huasheng Tiancai, Liou Co., Yanshan Technology, Haige Communication, Shanzi Gaoke, Meinian Health, BlueFocus, Shenggu Group, Sanwei Communication, and Goldwind Technology [1][2] Key Factors Influencing Stock Prices - Huasheng Tiancai gained attention due to its comprehensive "AI + computing power" strategy, establishing deep partnerships with leading tech companies like Huawei and Alibaba, and achieving commercialization in various industries [3] - Liou Co. remains in focus for its alignment with AI trends, particularly in ChatGPT and multi-modal AI, with its subsidiary Liou Digital enhancing AI capabilities in marketing [3] - Yanshan Technology attracted market interest for its involvement in cutting-edge tech fields such as AI PCs and brain-computer interfaces, with strategic adjustments towards AI and hard technology [3] - Haige Communication's spotlight stems from its engagement in satellite communication and low-orbit satellite internet, despite announcing expected annual net losses [4] - Shanzi Gaoke's market attention is driven by its participation in the restructuring of Nezha Automobile and its alignment with the booming electric vehicle sector [4] - Meinian Health's focus on AI in health management and the release of pent-up demand for health check-ups post-pandemic contributed to its strong performance [4] - BlueFocus is highlighted for its advancements in AI marketing and the positive impact of government policies supporting AI applications [5][6] - Shenggu Group's relevance is linked to its strategic positioning in digital marketing and AI technology, enhancing its appeal in the market [6]

Market Overview - On January 13, A-shares experienced a collective decline, with the ChiNext Index and the STAR Market Index dropping significantly by 1.96% and 2.8% respectively [1] - A total of 3,547 stocks fell while 1,520 stocks rose, indicating a bearish market sentiment [1] - The trading volume in the Shanghai and Shenzhen markets reached 3.65 trillion yuan, an increase of approximately 49.6 billion yuan compared to the previous day [1] - Net outflow of main funds exceeded 180.5 billion yuan, with the telecommunications equipment sector seeing the largest outflow, while a few sectors like power grid equipment experienced inflows [1] Popular Stocks - The top ten popular stocks included Haige Communication, Liou Co., Tebian Electric Apparatus, Yanshan Technology, Sanwei Communication, Goldwind Technology, BlueFocus Communication, Meinian Health, China Satellite, and Julite [1][2] Company Highlights - Haige Communication's market attention is driven by its involvement in cutting-edge technologies such as brain-computer interfaces and satellite internet, supported by favorable policies for commercial aerospace in Guangzhou [3] - Liou Co.'s stock price fluctuations are closely linked to its deep engagement in artificial intelligence, particularly in ChatGPT concepts and multimodal AI applications that have been implemented in marketing scenarios [3] - Tebian Electric Apparatus, a leader in the energy equipment sector, benefits from its positioning in high-demand areas such as ultra-high voltage, renewable energy, and energy storage [3] - Yanshan Technology's comprehensive layout in frontier technology, including AI PCs and brain-computer interfaces, aligns well with national policy directions, enhancing its market visibility [3] - Sanwei Communication's advantages in commercial aerospace and satellite communication sectors underpin its stock performance, with its leading position in maritime satellite communication operations recognized by the market [3] - Goldwind Technology's attention stems from its stake in Blue Arrow Aerospace, which has received acceptance for an IPO on the STAR Market, boosting interest in the commercial aerospace concept [3] - BlueFocus Communication's stock price movements are influenced by the overall rise in AI applications, with its strategic focus on AI marketing and the "AI + Globalization 2.0" strategy contributing to its performance [4] - Meinian Health benefits from the active AI healthcare sector, with its strategic positioning in AI + health management gaining market recognition [4]

Group 1 - The market has shown a strong upward trend, achieving a seventeen-day consecutive rise, which is more robust than the historical eighteen-day rise, and is currently approaching a dense trend line zone between 4156 and 4193 [1][2] - After stabilizing above 4018, the market experienced rapid growth in a "vacuum zone" until reaching 4156, where the upward momentum is expected to slow down as it enters a trend line dense area [2] - The current market structure indicates a transition from a focus on technology hardware and non-ferrous metals to a stronger emphasis on software and application sectors, with significant gains in AI marketing, software services, and related concepts [4] Group 2 - The use of moving averages is crucial in managing volatility during strong market conditions, with specific focus on the 5-day and 8-day moving averages as key support levels [3] - The strategy emphasizes maintaining discipline in trading, suggesting that investors should hold positions until a significant trend reversal occurs, while being cautious of making emotional decisions [5] - The entrepreneurial board signals indicate a pattern of "air refueling" after breaking previous highs, suggesting a need for confirmation through oscillation and pullbacks to align moving averages and positions [4]