浙文互联集团股份有限公司 股票交易风险提示性公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性 陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要风险提示： 浙文互联集团股份有限公司（以下简称"公司"）股票于 2026 年 1 月 20 日、1 月 21 日、1 月 22 日连续三个交易日内日收盘价格涨幅偏离值累计超过 20%。根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动情 形。2026 年 1 月 23 日，公司股票再次涨停。敬请广大投资者注意二级市场交易 风险，理性决策，审慎投资。 业绩波动风险：2025 年前三季度，公司实现营业收入 560,470.29 万元， 实现归属于上市公司股东的净利润 12,662.28 万元，同比下降 19.68%，实现归 属于上市公司股东的扣除非经常性损益的净利润 1,869.48 万元，同比下降 78.62%。 换手率较高的风险：2026 年 1 月 20 日、1 月 21 日、1 月 22 日、1 月 23 日公司股票的换手率分别为 11.52%、29.29%、32.06%、23.15%，高于日常换手 率。敬请广 ...

Core Insights - The advertising and marketing sector experienced a significant increase of 3.95% on January 23, with Zhejiang Wenlian leading the gains [1] - The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1] Stock Performance - Zhejiang Wenlian (600986) closed at 12.05, up 10.05%, with a trading volume of 3.44 million shares and a transaction value of 4.044 billion [1] - Huamei Holdings (000607) closed at 5.04, up 10.04%, with a trading volume of 1.22 million shares and a transaction value of 607 million [1] - Yidian Tianxia (301171) closed at 66.00, up 9.05%, with a trading volume of 986,200 shares [1] - BlueFocus Communication Group (300058) closed at 20.55, up 7.70%, with a trading volume of 8.80 million shares and a transaction value of 17.413 billion [1] - Other notable stocks include Jiayun Technology (300242) at 6.46, up 7.31%, and Tianlong Group (300063) at 14.90, up 6.66% [1] Capital Flow - The advertising and marketing sector saw a net inflow of 1.353 billion from institutional investors, while retail investors experienced a net outflow of 1.082 billion [1] - The table indicates that BlueFocus Communication Group had a net inflow of 479 million from institutional investors, while retail investors had a net outflow of 458 million [2] - Huamei Holdings had a significant net inflow of 178 million from institutional investors, but a net outflow of 1.12 billion from retail investors [2]

Group 1 - The AI application ecosystem is deepening, with policies enabling computing power upgrades, as Alibaba's Qianwen App integrates with various services, marking a shift from technical capabilities to user-perceived commercial applications [1] - Walmart announced the integration of Google's generative AI chatbot Gemini into its shopping process, enhancing consumer experience in product discovery and purchasing [1] - OpenAI plans to test ChatGPT advertisements in the U.S. for free and entry-level subscription users, indicating a move towards monetizing AI capabilities [1] Group 2 - Guosen Securities is optimistic about GEO (AI-generated engine optimization) reshaping the traffic and content service ecosystem, suggesting investment opportunities in the media sector driven by AI applications [2] - Douyin's giant engine reported a peak daily consumption of 30 million in the comic drama sector, with a projected market size of 22 billion yuan by 2026, reflecting high industry vitality [2] - AI technology is deeply integrated into the comic drama pipeline, significantly reducing costs and increasing efficiency, while top AI dramas enhance commercial value through copyright distribution [2] Group 3 - As of January 23, 2026, the CSI Media Index rose by 2.71%, with the Media ETF (512980) increasing by 3.39%, indicating strong market performance [3] - The Media ETF saw a significant scale increase of 60.78 million yuan in the past week, with a notable share growth of 24.6 million shares [3] - The Media ETF closely tracks the CSI Media Index, which includes major GEO concept stocks, with GEO weight exceeding 32% [3]

Group 1 - The core viewpoint of the article highlights a rebound in AI application concept stocks, particularly in the software and media sectors, with the Media ETF Huaxia (516190.SH) rising over 1% after a maximum drawdown of 11% from its peak [1] - Popular stocks include Liao Co., which saw its first trading day after two consecutive limit-downs, dropping 2% by 10:00, while Yidian Tianxia rose over 1% and Yingli Media increased by over 5% [1] - The Media ETF Huaxia (516190.SH) holdings show Zhejiang Wenlian hitting the daily limit, with a year-to-date increase of over 50%, alongside other stocks like Xinhua Net, Shenguang Group, Visual China, Oriental Pearl, and Tianxia Show also rising [1] Group 2 - Guosen Securities expresses optimism about GEO (AI-generated engine optimization) reshaping the traffic and content service ecosystem, accelerating the commercialization of AI applications, and suggests seizing investment opportunities in the media sector driven by AI, which is expected to enhance the overall valuation of the sector [1] - Key leaders in AI application-related subfields to watch include: 1) AI marketing: Zhejiang Wenlian, Huimai Technology [1] 2) AI corpus: Zhejiang Shuju Culture, Chinese Online [1] 3) AI comic drama: Chinese Online, Kunlun Wanwei, Bilibili [1] 4) Gaming and publishing sectors with strong performance and valuation: gaming stocks to focus on include Giant Network, Gibit, Kaiying Network, Xindong Company, 37 Interactive, Shunwang Technology, and Shengtian Network; publishing stocks include People’s Daily Online, Xinhua Net, and Southern Media [1]

Group 1 - The A-share market has seen a continued rise in certain AIGC concept stocks, indicating positive market sentiment towards this sector [1] - Zhejiang Wenhu Internet has reached its daily limit increase, showcasing strong investor interest [1] - Century Tianhong has increased by over 7%, reflecting robust performance among AIGC-related companies [1] Group 2 - Other notable gainers include Guangyun Technology, Chaotu Software, Dian Diagnostics, and Qianfang Technology, all rising by more than 5% [1] - Companies such as Jiuzhoutong, Danghong Technology, Leizhi Group, Fushi Holdings, Keda Guochuang, Yanshan Technology, and Zhongkong Technology have all seen increases of over 4% [1]

Group 1 - A-share market sees a rise in AIGC concept stocks, with notable increases in several companies [1] - Zhejiang Wenhu Internet (浙文互联) hits the daily limit with a 10.05% increase, while Century Tianhong (世纪天鸿) rises by 7.63% [2] - Other companies such as Guangyun Technology (光云科技), SuperMap Software (超图软件), and Di'an Diagnostics (迪安诊断) also experience significant gains, exceeding 5% [1][2] Group 2 - The total market capitalization of Zhejiang Wenhu Internet is 17.9 billion, with a year-to-date increase of 54.09% [2] - Century Tianhong has a market cap of 4.236 billion and a year-to-date increase of 16.75% [2] - Guangyun Technology's market cap stands at 11.3 billion, with a year-to-date increase of 57.32% [2]

【AI应用概念快速走高 浙文互联4天2板】智通财经1月23日电，AI应用概念快速走高，浙文互联4天2 板，引力传媒、光云科技、每日互动、流金科技、值得买、易点天下跟涨。消息面上，据浙文互联官微 1月20日消息，公司AI程序化广告工具"派智"数字人2025年累计消耗量已突破2.5亿元，同比实现5倍增 长。 转自：智通财经 ...

AI应用概念股盘初上扬，浙文互联涨停，世纪天鸿涨超10%，九州通、引力传媒、天地在线跟涨。 ...

证券代码：600986 证券简称：浙文互联 公告编号：临2026-008 浙文互联集团股份有限公司 股票交易异常波动的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性 陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要风险提示： 浙文互联集团股份有限公司（以下简称"公司"或"本公司"）股票于 2026 年 1 月 20 日、1 月 21 日、1 月 22 日连续三个交易日内日收盘价格涨幅偏 离值累计超过 20%。根据《上海证券交易所交易规则》的有关规定，属于股票交 易异常波动情形。 业绩波动风险：2025 年前三季度，公司实现营业收入 560,470.29 万元， 实现归属于上市公司股东的净利润 12,662.28 万元，同比下降 19.68%，实现归 属于上市公司股东的扣除非经常性损益的净利润 1,869.48 万元，同比下降 78.62%。 换手率较高的风险：2026 年 1 月 20 日、1 月 21 日、1 月 22 日三个交易 日公司股票的换手率分别为 11.52%、29.29%、32.06%，高于日常换手率。敬请 广大投资者注意二级市场交易风险。 估值较高 ...

Core Viewpoint - The company announced abnormal stock price fluctuations, with a cumulative deviation exceeding 20% over three consecutive trading days from January 20 to 22, 2026 [1] Financial Performance - For the first three quarters of 2025, the company reported revenue of 560,470.29 million yuan and a net profit of 12,662.28 million yuan, representing a year-on-year decline of 19.68% [1] - The company's non-recurring net profit was 1,869.48 million yuan, showing a significant year-on-year decrease of 78.62% [1] Stock Trading Activity - The stock turnover rates for January 20 to 22 were 11.52%, 29.29%, and 32.06%, indicating a higher than usual trading activity [1] Valuation Metrics - The latest dynamic price-to-earnings ratio stands at 128.50, which is significantly higher than the industry average [1]