Core Viewpoint - The announcement highlights the upcoming IPO of the company's associate, Woan Robotics, which is expected to significantly impact the company's net profit in 2025. Group 1: Company Announcement - On January 4, the company announced that its associate, Woan Robotics, will be listed on the Hong Kong Stock Exchange on December 30, 2025, with an expected impact of approximately 52 million yuan on the company's net profit for 2025 [1] - Woan Robotics, recognized as the largest AI embodied home robot system provider globally, will issue 22.22 million shares at a price of 73.8 HKD per share, resulting in a market capitalization exceeding 16 billion HKD on the listing day [3] Group 2: Financial Impact - The shares held by the company in Woan Robotics are classified as "financial assets measured at fair value with changes recognized in profit or loss," expected to contribute approximately 54.20% to the company's audited net profit for 2024 [3] - The shares held through other funds are classified as "other equity instrument investments," which are not expected to have a significant impact on the company's 2025 operating performance but may positively influence future performance [3] Group 3: Broader Market Context - In 2025, the company achieved multiple listings of its investee companies across various stock exchanges, demonstrating its strategic vision and resilience in capital management [4] - The company’s subsidiary, Dacheng Caizhi, was ranked seventh in the 2025 China Venture Capital Institution list by Qianhai Capital Group, managing nearly 66 billion yuan across over 800 companies [4]

[Table_Page] 跟踪分析|传媒 证券研究报告 [Table_Summary] [Table_Title] 传媒行业•AI 周度跟踪之四十九 火山引擎成为总台春晚独家 AI 云合作伙伴，"京东 AI 购"上线 [Table_Gr ade] 行业评级 买入 前次评级 买入 报告日期 2026-01-04 核心观点： 国内主要 AI 产品数据：根据 SimilarWeb，上周（2025/12/22- 2025/12/28）国内主要 AI 大模型产品网页端访问量分别为：Kimi 799.07 万次，环比下降 7.83%；文心一言 102.64 万次，环比上升 4.15%；豆包 2409.88 万次，环比上升 0.10%；智谱清言 66.42 万次， 环比上升 16.83%；讯飞星火 9.99 万次，环比上升 10.24%；DeepSeek 6632.63 万次，环比下降 5.06%；腾讯元宝 502.20 万次，环比上升 7.39%；天工 AI7.11 万次，环比上升 8.28%。 海外主要 AI 产品数据：根据 SimilarWeb，上周（2025/12/22- 2025/12/28）海外主要 AI 大模 ...

【市场动态】 ①美股三大股指期货小幅下跌，截至发稿，道指期货跌0.08%，标普500指数期货跌0.12%，纳指期货跌 0.18%； ②英国富时100指数收盘跌0.21%，该指数2025年累涨22%；法国CAC40指数收盘跌0.23%，2025年累计 上涨10%；欧洲斯托克50指数收盘涨0.77%，2025年累涨18%； ③热门中概股美股盘前多数走低，小鹏汽车美股盘前跌逾4%，理想汽车跌逾3%； 【公司新闻】 ①据CME"美联储观察"：美联储明年1月降息25个基点的概率为14.9%，维持利率不变的概率为85.1%。 到明年3月累计降息25个基点的概率为45.2%，维持利率不变的概率为48.3%，累计降息50个基点的概率 为6.5%； ②美国上周初请失业金人数为19.9万人，前值为21.4万人； 【时政新闻】 ①英伟达拟以最高30亿美元的价格收购以色列AI21 Labs； ②华纳兄弟探索公司计划再次拒绝派拉蒙天空之舞公司提出的收购要约； ③微博拟在未来一年内回购不超过2亿美元的股份（包括美国存托股份）。 (本文来自第一财经) ...

此外，腾讯控股以每月近7家券商推荐的超高人气，成为年度最热门金股。 战绩斐然 每市APP显示，截至12月29日收盘，共有10家券商推荐的金股组合收益率超50%（收益率计算规则：将券商推荐的月度金股等权编制成指数，每 月调仓）。 具体来看，2025年券商金股组合收益率最高的是国元证券，2025年收益率高达83.73%；东北证券、开源证券分别以67.47%、67%的收益率排名第 二、第三；东兴证券、华鑫证券、招商证券2025年金股组合的收益率超60%；此外，光大证券、东莞证券、国泰海通、长城证券的金股组合收益 率也在50%以上。 2025年已临近收官，券商金股也在波澜壮阔的行情中交出亮眼"成绩单"。 数据显示，今年有10家券商的金股组合在全年取得了超50%的亮眼收益率。较早地在低位挖掘大牛股，并持续推荐，是不少券商斩获超额战绩的 秘诀。例如，有券商自低位连续4个月推荐新易盛，完整吃到了该股超4倍的涨幅。 若单看A股，则每月最热门金股榜首各有不同，显示出券商一致观点的变化。一季度最热门的公司往往是大型科技企业，如中兴通讯、宁德时 代；二季度则消费企业受到关注，青岛啤酒、珀莱雅等公司成为最热；三季度则金融板块热度上升 ...

Market Overview - The three major indices opened higher, with the education sector leading the gains. As of the market opening, the Shanghai Composite Index was at 3968.73, up 0.09%; the Shenzhen Component Index was at 13627.26, up 0.17%; and the ChiNext Index was at 3247.74, up 0.15% [1]. Policy Announcements - The National Development and Reform Commission and the Ministry of Finance have allocated 625 billion yuan in special long-term bonds to support the consumption of old goods in the first batch for 2026 [1]. - The Ministry of Finance and the State Taxation Administration announced a new policy on the value-added tax for individuals selling homes, with a 3% tax rate for properties held for less than two years and exemption for those held for two years or more [1]. - The Ministry of Industry and Information Technology, along with three other departments, issued a plan for the digital transformation of the automotive industry, promoting the large-scale application of intelligent robots in various manufacturing processes [1]. - The Ministry of Commerce and eight other departments released the implementation details for the 2026 vehicle trade-in subsidy, offering up to 20,000 yuan for scrapping eligible old vehicles and purchasing new energy vehicles [1][2]. Industry Developments - The National Development and Reform Commission and the Ministry of Finance announced a large-scale equipment update and trade-in policy for consumer goods, providing a 15% subsidy for energy-efficient home appliances and a maximum of 1,500 yuan per item [2]. - The Ministry of Education plans to advance artificial intelligence in education, with policies expected to be released next year to enhance AI education and applications [2]. Corporate Announcements - Aoyuan Ceiling announced a change in its actual controller to Shi Qiming, and its stock has resumed trading. Dongjie Intelligent has terminated its major asset restructuring plan, and its stock has also resumed trading [4]. - Salt Lake Co. plans to acquire a 51% stake in Minmetals Salt Lake for 4.605 billion yuan to accelerate the development of a world-class salt lake industry base. Shengxin Lithium Energy intends to acquire a 30% stake in Qicheng Mining for 2.08 billion yuan [4]. - China National Airlines plans to purchase 60 Airbus A320NEO aircraft, with a total catalog price of approximately 9.53 billion USD [6]. - Guotou Zhonglu intends to issue shares at a premium of 147.4% to acquire 100% of China Electronics Engineering Design Institute for 6.026 billion yuan [6]. Market Sentiment - Citic Securities reported an increase in expectations for the appreciation of the RMB, which is favorable for the performance of RMB-denominated equity assets. The central bank is expected to adopt more flexible policy tools, focusing on domestic demand [10].

Group 1 - Old Buddha Department Store denies rumors of withdrawal from Shenzhen, stating that the reduction of some brand counters is part of normal brand updates [2][3] - Multiple brands of gold jewelry have seen significant price drops, with one store reporting a decrease of 42 yuan in a single day, which is described as unprecedented [3] - Tesla's global production reaches 9 million electric vehicles, with the latest unit rolling off the production line at the Shanghai Gigafactory [7][25] Group 2 - Dong Yuhui's live-streaming event achieved a record sales figure of 3.56 billion yuan, with a single sofa from Kuka Home exceeding 100 million yuan in sales [5][6] - Manus announces its acquisition by Meta, indicating that it will continue to operate independently while enhancing its product offerings [4] - SoftBank completes a total investment commitment of $40 billion in OpenAI, with the final tranche of $22-25 billion recently disbursed [6] Group 3 - Ningde Times enters the hydropower station business by partnering with State Power Investment Corporation and Sichuan Tieneng Electric Power to develop a hydropower project [8] - iMoutai is set to launch a new product priced at 1499 yuan per bottle starting January 2026, confirming the authenticity of the news [9] - Kuaishou's Vice President Zhou Guorui is reported to be leaving the company, with no official response from Kuaishou yet [11][12]

一、国际新闻 国际贵金属市场波动显著，纽约期银价格在日内经历剧烈震荡，先后突破77美元/盎司和78美元/盎司关 口，日内涨幅一度达到10.70%，随后回落并失守75美元/盎司，日内跌幅达4.07%[1][2][3]。 现货白银同步呈现宽幅震荡，日内涨幅最高达8.17%并突破78美元/盎司，最终失守75美元/盎司，日内 跌1.65%[4][5][6][7]。 美国金融市场方面，周二美股三大指数小幅收跌，道指跌0.20%，纳指跌0.24%，标普500指数跌 0.14%；大型科技股涨跌分化，Meta、英特尔涨超1%，特斯拉跌超1%[8]。 纳斯达克中国金龙指数收跌0.18%，成分股中金生游乐跌12.93%，1药网跌8.04%，而百度、蔚来等个股 在盘中曾推动指数涨超1%[9][10]。 来源：喜娜AI 地缘政治与贸易政策方面，美国政府已颁发许可证，批准三星和SK海力士2026年向中国出口芯片制造 设备，此前美国于8月撤销相关豁免政策，此次为暂时松绑[20]。 印度宣布对非合金钢和合金钢扁平材征收11%-12%的保障措施关税，有效期至2028年4月20日[21]。 二、国内新闻 中国企业融资与市场动态方面，MiniM ...

欲览更多环球财经资讯，请移步7×24小时实时财经新闻 市场 12月31日收盘：美股收低标普指数连跌三日 联储纪要凸显内部分歧 12月31日美股成交额前20：台积电2纳米芯片开始量产 12月31日热门中概股涨跌不一 百度涨4.39%，唯品会跌6.92% 周二油价小幅下滑 市场关注俄乌和平希望与也门紧张局势 现货黄金涨0.33%，报4346.98美元/盎司 欧洲股市上涨 矿业股在美联储会议纪要发布前走强 美国制裁涉武器贸易的伊朗、委内瑞拉相关组织 美国要求驻西半球的使馆报告大规模移民造成的犯罪 欧洲之星因供电故障被迫暂停伦敦列车服务 俄罗斯谈判立场趋于强硬 欧洲领导人磋商乌克兰局势 公司 美国司法部：迪士尼同意就侵犯儿童隐私支付1000万美元罚款 宏观 美联储会议纪要凸显央行分歧 大多数官员认为适宜进一步降息 美联储会议纪要公布后 交易员仍押注明年两次降息 马斯克证实xAI购入第三栋建筑 训练算力将接近2吉瓦 华纳兄弟计划下周拒绝派拉蒙的收购提议 载有液态硫磺的CSX列车在肯塔基州-田纳西州铁路附近脱轨 美国一货运列车脱轨 一节装载熔融硫黄车厢起火 Rivian股价未能守住20美元关口，进一步印证动能正在减弱 波 ...

公司直接持有张旅集团3000万股股份，快乐阳光持有9000万股股份，合计持有5000万股股份，均为限售 股，限售期为18个月。 来源：金综科技 特别声明：以上内容仅代表作者本人的观点或立场，不代表新浪财经头条的观点或立场。如因作品内 容、版权或其他问题需要与新浪财经头条联系的，请于上述内容发布后的30天内进行。 12月30日，芒果超媒公告，公司及旗下全资子公司快乐阳光以自有资金认购张旅集团转增股份1.2亿 股，认购金额约为4.75亿元。 其中，公司直接认购0.3亿股，锁定期18个月；快乐阳光认购0.9亿股，锁定期18个月。电广传媒及旗下 相关子公司合计认购0.8亿股，投资金额约3.17亿元。2025年12月30日，股份过户手续已办理完毕。 ...

芒果超媒公告，公司及旗下全资子公司湖南快乐阳光互动娱乐传媒有限公司以自有资金认购张家界旅游 集团股份有限公司转增股份1.2亿股，认购金额约为4.75亿元。其中，公司直接认购0.3亿股，锁定期18 个月；快乐阳光认购0.9亿股，锁定期18个月。电广传媒及旗下相关子公司合计认购0.8亿股，投资金额 约3.17亿元。2025年12月30日，股份过户手续已办理完毕。公司直接持有张旅集团3000万股股份，快乐 阳光持有9000万股股份，合计持有5000万股股份，均为限售股，限售期为18个月。 ...