11月27日，新华都盘中涨停，收报10.59元/股，最新市值为76.23亿元，公司收获五天四板。 据悉，新华都原为福建省老牌零售企业，实控人是被称为"中国巴菲特"的陈发树，近年来完成转型，剥 离传统零售业务，聚焦互联网营销业务。此次公司股价大涨，是因为恰好踏中了跨境电商、AI商业等 多个热门概念。 连日大涨，让新华都站到了资本市场的"聚光灯"下。 值得注意的是，伴随着新华都股价大涨，公司一众股东可谓是享受了资本盛宴，但阿里却"卖飞"了新华 都。 据悉，2017年9月，阿里成都、杭州瀚云以8元/股的价格合计受让新华都6845.64万股股份，总花费约 5.48亿元。但此前新华都股价已在6元左右徘徊许久。自2024年11月开始，阿里成都及杭州瀚云开始减 持，到今年三季度，均已退出新华都前十大流通股东行列，恰好错过了这波"回本"的机会。 新华都五天四板 沉寂许久的新华都在二级市场上"争了一口气"。 11月27日，新华都开盘涨停，后涨幅回落，截至收盘微跌1.85%，报10.59元/股，最新市值76.23亿元， 而此前公司已经四个交易日涨停，收获五天四板。 股价大涨期间，新华都曾披露股票交易异动公告，表示公司近期经营情况 ...

责任编辑：小浪快报 数据显示，财通基金旗下1只基金重仓遥望科技。财通均衡一年持有期混合A（013238）三季度持有股 数43.19万股，占基金净值比例为3.35%，位居第九大重仓股。根据测算，今日浮盈赚取约16.84万元。 财通均衡一年持有期混合A（013238）成立日期2021年11月24日，最新规模6911.15万。今年以来收益 55.85%，同类排名420/8134；近一年收益71.61%，同类排名227/8056；成立以来收益30.18%。 财通均衡一年持有期混合A（013238）基金经理为贾雅楠。 截至发稿，贾雅楠累计任职时间1年37天，现任基金资产总规模5.44亿元，任职期间最佳基金回报 65.69%， 任职期间最差基金回报30.95%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 11月26日，遥望科技涨5.08%，截至发稿，报8.06元/股，成交8.88亿元，换手率13.34%，总市值75.40亿 元。 资料显示，广东遥望科技集团股份有限公司位于广东省 ...

Group 1 - The stock of Yidian Tianxia (301171.SZ) reached a 20% limit up today, with a turnover rate of 38.27% and a transaction volume of 5.54 billion yuan [1] - Institutional investors net bought 86.43 million yuan, while retail investors from "Zhongshan East Road" ranked first in buying with a net purchase of 160.67 million yuan [1] - The total net buying from the top trading seats amounted to 122 million yuan, with total buying of 576 million yuan and selling of 454 million yuan [1] Group 2 - The top five trading seats accounted for a total buying amount of 575.61 million yuan, representing 10.39% of the total transaction volume [2] - The trading seat "BASIMONEY.COM" had a significant presence with 1629 transactions, contributing 128.11 million yuan to the buying total [2] - The trading seat "China Galaxy Securities" from Guangzhou had a notable buying amount of 80.06 million yuan, indicating strong interest from institutional investors [2]

Core Insights - In 2025, businesses are increasingly focused on finding incremental growth opportunities as customer acquisition costs rise and profit margins remain constrained in a saturated market [1] - Local marketing strategies, particularly through "Juliang Local Push," are emerging as effective solutions for businesses to capture precise traffic and enhance operational opportunities [1][6] - The migration of key capabilities to Juliang Local Push aims to create a new marketplace for lead generation, enhancing service experiences for businesses [2][20] Group 1: Business Strategy and Market Trends - The shift from quantity to quality in traffic acquisition is crucial for businesses to achieve sustainable profitability [2][21] - Juliang Local Push is set to enhance its product ecosystem to meet diverse marketing needs, focusing on private messaging, marketing pages, and lead generation live streams [2][6] - The competitive landscape for lead generation is intensifying, necessitating more targeted marketing approaches rather than broad-based strategies [6][43] Group 2: Migration and Optimization Features - The migration of three key capabilities to Juliang Local Push will improve integration across business operations, allowing for better analysis of marketing actions and outcomes [6][20] - New features include a dedicated onboarding process for non-store businesses, streamlined multi-store management, and the introduction of 13 new categories that do not require prior approval for entry [7][9][10] - A "quick onboarding tool" has been launched to assist new businesses in efficiently navigating the entry process [10] Group 3: Incentives and Growth Opportunities - Juliang Local Push has introduced various incentive policies, including cash rebates and traffic rewards, to encourage businesses to adopt local marketing strategies at lower costs [29][39] - The platform's capabilities, such as private messaging and marketing pages, are designed to enhance lead capture efficiency and reduce customer acquisition costs significantly [26][28] - The overall goal is to empower businesses to transition from mere traffic acquisition to effective conversion and sustainable growth [39][43]

Group 1: Overseas Communication Business - In the first half of 2025, the overseas communication business generated revenue of CNY 238.13 million, maintaining steady growth [1] - The company established localized sales offices in over 30 countries and built regional spare parts centers in key markets to enhance customer satisfaction [1] - The company is expanding its channel construction efforts, targeting different needs of regional operators and industry clients, while combining its own brand with ODM [1] Group 2: Internet Marketing Business - In the first half of 2025, the internet marketing business revenue was CNY 3,980.75 million, a year-on-year decline of 25.33% [2] - Measures to address this decline include enhancing operational service capabilities and increasing the proportion of revenue from agency operations [2] - The company developed the AIGC application platform DeepMarket, integrating intelligent dialogue, copy generation, and image/video processing capabilities [2] Group 3: Satellite Communication Operations - The satellite communication operations generated revenue of CNY 93.46 million in the first half of 2025, reflecting a year-on-year growth of 12.5% [2] - The company is enhancing satellite frequency resources and developing a comprehensive satellite network to meet increasing customer connectivity demands [2] - Investment in the SeaCube platform aims to innovate and integrate smart marine applications and data [2] Group 4: Communication Facility Operations - The communication facility operations achieved revenue of CNY 86.65 million in the first half of 2025, with a year-on-year increase of 12.59% [2] - The company manages over 10,000 existing sites, focusing on asset management and improving operational efficiency [2] - This business model provides stable cash flow and is less affected by macroeconomic fluctuations, supporting long-term revenue stability [2]

格隆汇11月19日丨新华都(002264.SZ)在投资者互动平台表示，公司主营互联网营销业务，是一家以数 据研究为基础的效果营销及产品开发运营公司。公司未涉及包括芯片、服务器、存储设备等硬件设施的 算力业务，目前部署算力主要服务于公司内部业务支撑和研发需求，预计伴随公司后续研发及运营，算 力需求将持续提升。近期国产大模型加速迭代，通过线性注意力机制等技术不断降低算力成本。公司密 切关注算力产业发展，积极寻求与算力厂商在AI Infra等领域的合作机遇，加速模型在B端、C端的应 用。 （原标题：新华都(002264.SZ)：积极寻求与算力厂商在AI Infra等领域的合作机遇） ...

Core Viewpoint - Yaoji Technology (SZ 002605) announced the appointment of Ms. Ji Wenjun as a non-independent director in its sixth board meeting, reflecting ongoing governance changes within the company [1] Company Summary - Yaoji Technology's revenue composition for the first half of 2025 is as follows: Internet marketing accounts for 36.19%, entertainment for 33.44%, cultural and sports entertainment for 29.8%, and other businesses for 0.58% [1] - As of the report, Yaoji Technology has a market capitalization of 10.6 billion yuan [1]

每经AI快讯，小红书概念板块领涨，上涨2.91%，其中福石控股上涨20.07%，宣亚国际上涨20.01%，光 云科技上涨19.99%，值得买、蓝色光标、元隆雅图涨超10%。 （文章来源：每日经济新闻） ...

在内容营销领域，"优推信息"主营的业务是百家号、搜狐号代发代运营，其次为小红书等多媒体品牌代运营。这些平台作为信息传播的重要渠道，能够有效 补充传统SEO的不足，通过高质量内容的持续输出，增强品牌在用户心中的信任度。例如，百家号作为百度生态的核心组成部分，其内容往往能获得优先展 示，结合"优推信息"的优化技巧，可以快速提升企业在百度搜索结果中的可见性。同时，搜狐号的权威性和高权重，能够为品牌背书，而小红书的年轻化社 区则有助于拓展新用户群体。通过多平台联动，"优推信息"帮助企业构建一个立体的内容矩阵，不仅优化了搜索引擎排名，还强化了品牌故事的传播，让每 一次点击都成为品牌与用户之间的深度互动。 具体到操作层面，"优推信息"的团队会先进行全面的市场调研和竞争对手分析，确定最适合的关键词策略。他们深知，百度SEO不仅仅是技术活，更是一门 艺术，需要结合用户搜索意图和行业趋势来制定个性化方案。例如，在百家号代运营中，"优推信息"会创作原创性强、相关性高的文章，融入自然的关键词 布局，避免生硬堆砌，从而提升内容质量和用户体验。同时，他们会监控数据变化，及时调整策略，确保内容在百度算法更新中保持优势。对于搜狐号和小 红 ...

诺安多策略混合A（320016）成立日期2011年8月9日，最新规模18.55亿。今年以来收益77.77%，同类 排名177/8213；近一年收益76.76%，同类排名126/8130；成立以来收益243.1%。 诺安多策略混合A（320016）基金经理为孔宪政。 从恒大高新十大流通股东角度 数据显示，诺安基金旗下1只基金位居恒大高新十大流通股东。诺安多策略混合A（320016）三季度增 持91.46万股，持有股数266.06万股，占流通股的比例为1.19%。根据测算，今日浮盈赚取约98.44万元。 截至发稿，孔宪政累计任职时间4年357天，现任基金资产总规模56.08亿元，任职期间最佳基金回报 93.84%， 任职期间最差基金回报-16.74%。 11月17日，恒大高新涨5.1%，截至发稿，报7.63元/股，成交2.22亿元，换手率13.46%，总市值22.91亿 元。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 资料显示，江西恒大高新技术股份有限公司位于江西省南昌 ...