证券之星消息，1月6日广告营销板块较上一交易日上涨0.86%，引力传媒领涨。当日上证指数报收于 4083.67，上涨1.5%。深证成指报收于14022.55，上涨1.4%。广告营销板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603598 | 引力传媒 | 9911.65万 | 9.71% | -8565.41万 | -8.39% | -1346.24万 | -1.32% | | 002027 | 分众传媒 | 6478.81万 | 4.88% | 2214.55万 | 1.67% | -8693.37万 | -6.54% | | 605168 | 三人行 | 2288.47万 | 4.76% | -2130.34万 | -4.43% | -158.13万 | -0.33% | | 301102 | 兆讯传媒 | 352.92万 | 9.66% | 75.81万 | 2.08% | -428 ...

引力传媒 20260105 摘要 大模型作为新型媒体，初期广告利润率较高，品牌方通过大模型影响消 费者心智的趋势在 2025 年逐步显现，传统流量竞争激烈，大模型营销 相对便宜。 大模型时代，广告代理公司从集采流量转向按结果收费，决策权转移到 代理公司手中，显著提高毛利率，与客户合作更紧密，提供更具针对性 的服务。 GO（生成式引擎优化）服务通过内容投放影响大模型输出，适应大模型 偏好，提升品牌曝光度和认知度，客户无法集采具体投放，决策权回归 代理公司，提高利润水平。 大模型可精准影响用户决策，突破传统媒体平台限制，满足特定商业需 求，随着大模型与终端设备结合，影响力将远超以往，提升社会对广告 营销的需求。 引力传媒通过 GEO 系统识别和跟踪大模型内容偏好，优化客户内容，通 过智能体或小程序实现直接下单，整合多平台大数据，提供统一数据管 理服务。 Q&A 在大模型时代，广告行业将发生哪些核心变化？ 大模型时代的到来将导致广告行业发生几个核心变化。首先，广告的主要受众 将从人类转向大模型。未来的广告将主要是为了影响大模型，从而间接影响人 类的决策。这意味着广告主需要在新的媒体上投放广告，而这些新媒体通常具 有 ...

天下秀（600556）(600556.SH)发布公告，公司已于2026年1月5日向香港联交所递交了发行H股股票并在 香港联交所主板挂牌上市的申请，并于同日在香港联交所网站刊登了本次发行上市的申请资料。该申请 资料为公司按照香港证监会及香港联交所的要求编制和刊发，为草拟版本，其所载资料可能会适时作出 更新及修订，投资者不应根据其中的资料作出任何投资决定。 ...

Market Overview - On December 31, 2025, the Shanghai and Shenzhen indices experienced mixed performance, with a total trading volume of CNY 2.07 trillion, a decrease of approximately CNY 90 billion from the previous trading day[1] - The market showed stability despite more stocks declining than rising, with notable gains in the aerospace, media, real estate, and non-ferrous metals sectors, while telecommunications, agriculture, and electronics faced declines[1] - The total trading volume for the year exceeded CNY 400 trillion, marking a year-on-year growth of over 60%, achieving a historical high[3] Sector Performance - The aerospace sector is rapidly regaining strength, with leading stocks reaching new highs and increasing trading volumes, indicating a sustained upward trend[1] - The non-ferrous metals sector is also performing steadily, supported by historical price increases in precious metals and a weak US dollar, suggesting a potential for long-term growth[1] - The top three sectors for net capital inflow on December 31 were aerospace equipment, military electronics, and advertising marketing, while the semiconductor, components, and photovoltaic equipment sectors saw the largest outflows[4] Regulatory Developments - The Ministry of Transport has initiated measures to promote the integration of public transportation data with enterprise data, aiming to enhance efficiency across various sectors, including logistics and green technology[5] - New regulations for green product certification have been introduced, covering 122 product categories and involving over 8,000 certified enterprises, marking a significant shift towards comprehensive regulatory oversight[7] Economic Indicators - The price of live pigs increased by 1.7% month-on-month in late December 2025, reflecting ongoing trends in agricultural pricing[8] - Natural gas consumption in November 2025 was reported at 36.28 billion cubic meters, a year-on-year increase of 5.1%, although total consumption for the first eleven months showed a slight decline of 0.1%[8] Investment Insights - The recent regulatory changes in fund sales fees aim to enhance investor returns by capping service fees for equity funds at 0.4% and for index and bond funds at 0.2%, promoting a shift towards long-term holding[12][14]

| 买卖 | 会员营业部名称 | 买入金额 | 卖出会额 | | --- | --- | --- | --- | | | | (元) | (元) | | 买1 | 深股通专用 | 670.971.680 | 515,170,547 | | 买2 | 机构专用 | 441.502.163 | 229.908.040 | | 买3 | 开源证券股份有限公司西安西大街证券 营业部 | 203,376,839 | 138,967,090 | | 24 | 华泰证券股份有限公司北京西三环国际 财经中心证券营业部 | 202,212,075 | 281,086,915 | | જુને | 机构专用 | 167.107.803 | 192,410,067 | | 卖1 | 深股通专用 | 670,971,680 | 515,170,547 | | 卖2 | # 营业部 | 20,786,019 | 310,688,988 | | 卖3 | 华泰证券股份有限公司北京西三环国际 财经中心证券营业部 | 202,212,075 | 281,086,915 | | 卖4 | 华泰证券股份有限公司北京学院南路证 券营业部 | 3, ...

WPP Media（群邑）助力品牌解锁中线市场增长新空间 中线市场人口基数庞大、消费能力提升、市场空间还未饱和，正成为品牌增长的关键引擎。但该市场消费需求分散、媒介生态复杂、区域差异大，传统营销 模式难精准触达。WPP Media（群邑）基于长期研究，在报告中提出"五大核心行动"破解痛点。 一是聚焦最有影响力的媒介触点。不同城市居民生活习惯不同，媒介触点效果有差异。如高线城市户外广告基础设施完善，但因生活节奏快，效果不如中线 城市。且媒介触点效果也要结合品类特点来分析，例如，快消品决策周期短，品牌应专注于小红书、短视频等高频媒介平台。 二是侧重优质广告位，提升品牌高端感。品牌进入中低线城市，争取优质广告位能留下"强大品牌"的第一印象，迅速建立高端化形象。同时，品牌与当地企 业或品牌联手，能进一步加强在本地消费者心目中的地位。此外，使用创新营销手段可凸显自身竞争优势。 三是根据市场成熟度定制媒介投放目标。品牌应根据自身在各市场的具体情况制定策略，基于品牌、广告、品类与市场三大类因素完成有效触达。WPP Media（群邑）将相关数据输入AI广告策略工具WPP Open，能为每个项目推荐有效策略目标。 作为WPP ...

2025年12月31日，因赛集团（300781）董事长王建朝发表了新年致辞，他梳理了公司2025年的主要工作 成果，即便全球地缘政治持续动荡、各行业客户内卷加剧、营销服务行业经历持续变革等外部因素对公 司经营发展构成严峻考验，但全体因赛人没有退缩，持续坚守"巩固专业地位""深化行业深耕服务""加 速技术驱动转型"等战略举措，交出了一份来之不易的答卷。 展望2026年，王建朝表示，公司决策层已经制定了清晰的发展战略，决心在新的一年里实现关键突破， 包括"深化AI技术赋能""构建'智慧X智能'新范式""升级品效协同体系""强化布局品牌出海营销服务能力 和体系""构建更加合规、高效的经营管理和内部控制体系"。"只要我们继续秉持'因专业而卓越，因创 新而领先'的精神，紧密围绕公司战略，团结一心，锐意进取，就一定能够将挑战转化为机遇，将蓝图 转化为现实。"王建朝称。 同日，因赛集团CTO刘震也发表了新年致辞，他总结了2025年公司在AI大模型方面取得的成果，如完 成了"营销大模型"和"算法"双备案相关工作，系广告营销领域率先实现"双备案"的上市公司；基于真实 业务需求，建立了"1+3"技术落地模型：以一个AI技术底座， ...

Core Viewpoint - BlueFocus (300058) is experiencing a significant stock price increase driven by its strong positioning in AI and overseas marketing, alongside its upcoming listing on the Hong Kong Stock Exchange. Group 1: Company Overview - BlueFocus (300058) specializes in comprehensive promotional services, advertising agency services, and metaverse-related businesses [1] - The company is a leading player in overseas advertising marketing and ranks among the top media buyers domestically, recognized in WARC's creative and media top 100 lists [2] Group 2: Recent Stock Performance - The stock price of BlueFocus has surged by 28.43% over two trading days, supported by a bullish technical outlook with short-term moving averages in a positive alignment and MACD indicating further upward momentum [3] - The net inflow of main funds reached 2.762 billion, with a net buying amount of 1.066 billion from the top trading list [3] Group 3: Growth Drivers - The company has been awarded "2025 Growth Enterprise" and "2025 AI Enterprise," reflecting its recognition in the AI sector, which has contributed to the stock's upward trend [2] - In the first half of 2025, BlueFocus reported revenue of 32.36 billion, with overseas business accounting for 27 billion, representing over 80% of total revenue, positioning it as a leader in overseas marketing [2] - The company has submitted its listing application to the Hong Kong Stock Exchange and plans to introduce strategic and cornerstone investors, further stimulating stock price growth [2]

截至12月31日收盘，小红书概念上涨2.88%，位居概念板块涨幅第1，板块内，42股上涨，挖金客、蓝 色光标等20%涨停，利欧股份涨停，福石控股、易点天下、宣亚国际等涨幅居前，分别上涨10.68%、 10.23%、8.20%。跌幅居前的有线上线下、联建光电、慧博云通等，分别下跌5.73%、2.81%、2.45%。 今日涨跌幅居前的概念板块 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 300058 | 蓝色光 标 | 20.00 | 29.54 | 276199.31 | 24.74 | | 002131 | 利欧股 份 | 9.94 | 17.00 | 259887.05 | 47.49 | | 301171 | 易点天 下 | 10.23 | 27.92 | 20400.53 | 4.85 | | 300846 | 首都在 线 | 5.35 | 15.51 | 15435.42 | 11.22 | | 301380 ...

从资金流向上来看，当日广告营销板块主力资金净流入35.48亿元，游资资金净流出16.92亿元，散户资金 净流出18.56亿元。广告营销板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002264 | 新华都 | 8.83 | -2.43% | 60.12万 | 5.34 Z | | 603825 | ST华扬 | 9.06 | -0.88% | 2.20万 | 1994.79万 | | 301102 | 兆讯传媒 | 10.49 | 0.87% | 3.47万 | 3645.33万 | | 000676 | 智度股份 | 8.63 | 0.94% | 40.82万 | 3.51亿 | | 002027 | 分众传媒 | 7.37 | 1.10% | 139.95万 | 10.35 Z | | 000607 | 保障控股 | 4.15 | 1.22% | 13.76万 | 5694.99万 | | 300061 | 旗大科技 | 10.52 | 1.54% | 12.47 ...