Market Overview - The television broadcasting sector experienced a decline of 0.28% on the previous trading day, with Dongfang Mingzhu leading the drop [1] - The Shanghai Composite Index closed at 4126.09, down 0.31%, while the Shenzhen Component Index closed at 14248.6, up 0.56% [1] Stock Performance - Liujin Technology (920021) saw a significant increase of 29.98%, closing at 13.57, with a trading volume of 1.2659 million shares and a transaction value of 1.558 billion [1] - New Media Co. (300770) increased by 4.31%, closing at 48.14, with a trading volume of 157,600 shares and a transaction value of 755 million [1] - Hubei Broadcasting (000665) rose by 2.32%, closing at 6.17, with a trading volume of 863,800 shares and a transaction value of 533 million [1] - Dongfang Mingzhu (600637) decreased by 3.44%, closing at 14.86, with a trading volume of 5.0112 million shares and a transaction value of 7.626 billion [2] Capital Flow - The television broadcasting sector experienced a net outflow of 1.193 billion from institutional investors, while retail investors saw a net inflow of 1.089 billion [2] - The capital flow for individual stocks indicates that Liujin Technology had a net inflow of 363 million from institutional investors, representing 23.32% of its total [3] - New Media Co. faced a net outflow of 51.2847 million from institutional investors, with a net outflow of 45.4842 million from speculative funds [3]

Group 1 - Tongdahai, located in Chongqing, is a core service provider in the court informationization sector, focusing on judicial AI applications with over 2,000 courts using its products nationwide [1] - The company's intelligent document generation system improves judges' work efficiency by over 50%, while its intelligent case allocation system meets the smart management needs of courts [1] - As demand for judicial AI continues to grow, the company is expected to enhance its market coverage and commercialization capabilities, becoming a key beneficiary in the judicial AI sector [1] Group 2 - Tianlong Group, based in Shantou, Guangdong, operates in digital marketing and ink chemicals, with a strong focus on AI applications in digital marketing [2] - The company’s advertising optimization through AI technology has increased conversion rates by over 30% compared to traditional methods [2] - AI applications are driving the company's performance growth, leveraging its technical expertise and channel resources to meet advertisers' needs [2] Group 3 - Guangyun Technology, a leading player in the e-commerce SaaS sector based in Hangzhou, focuses on AI application development for e-commerce scenarios [3] - Its AI selection system provides precise product recommendations based on comprehensive e-commerce data analysis [3] - The company is expected to maintain its leading position in the e-commerce AI sector as demand for intelligent solutions increases [3] Group 4 - Zhangqu Technology, located in Beijing, is an established player in the mobile gaming industry, innovating AI applications in game development [4] - AI-generated content tools reduce development cycles by 20%-30% and costs by over 15% [4] - The company is positioned to leverage AI applications for intelligent transformation in the gaming business [4] Group 5 - Zhuoyi Information, based in Wuxi, Jiangsu, specializes in cloud computing infrastructure and AI computing power services [5] - The company optimizes AI computing power scheduling efficiency, supporting large model training and inference [5] - As demand for AI computing power continues to grow, the company is set to benefit significantly from its foundational role in AI application deployment [5] Group 6 - Dian Diagnostics, a leading third-party medical diagnostics company in Hangzhou, focuses on AI applications in the medical field [6] - Its AI diagnostic systems achieve over 95% accuracy in identifying cancer cells and enhance diagnostic efficiency [6] - The company is expected to expand its AI application scenarios in the medical sector, driving intelligent transformation in diagnostics [6] Group 7 - Zhidema, based in Beijing, operates a consumer content and shopping guide platform, integrating AI technology for consumer decision-making [7] - The platform's conversion rate is 40% higher than the industry average due to its AI recommendation system [7] - AI applications are crucial for enhancing user experience and monetization in the consumer sector [7] Group 8 - Yidian Tianxia, located in Xi'an, focuses on AI marketing applications for cross-border e-commerce and overseas enterprises [8] - The company’s AI creative platform generates multilingual advertising materials, adapting to various cultural contexts [8] - As demand for cross-border AI marketing grows, the company is positioned as a key bridge for enterprises entering AI applications [8] Group 9 - Weishidun, a digital transformation service provider, specializes in AI applications for the financial and government sectors [9] - Its intelligent risk control system effectively identifies financial risks, reducing bad debt rates [9] - The company is expected to expand its market share in financial and government AI solutions as demand increases [9] Group 10 - Xinlicheng, based in Zhengzhou, focuses on AI applications in grassroots medical services and health management [10] - The company’s AI-assisted diagnostic systems enhance the capabilities of grassroots doctors [10] - As the government promotes improvements in grassroots medical capabilities, the company is set to enhance service accessibility and quality through AI [10] Group 11 - Waifu Holdings, located in Shanghai, is a leader in human resources services, integrating AI technology into its applications [11] - The AI recruitment system improves hiring efficiency by over 60% [11] - The company is positioned to expand its AI applications in human resources, driving the sector's digital transformation [11] Group 12 - Zhonggong Education, based in Wuhu, is a leading vocational education company focusing on AI applications [12] - Its AI learning platform generates personalized study plans, enhancing learning efficiency [12] - The company is expected to solidify its leading position in vocational education through innovative AI applications [12] Group 13 - Zhizhen Technology, located in Beijing, focuses on AI applications in the telecommunications sector [13] - Its AI network operation system enhances network stability and reduces operational costs [13] - The company is set to expand its market share in telecommunications AI solutions as demand grows [13] Group 14 - Visual China, based in Chongqing, is a leader in visual content services, leveraging AI to transform content production and transaction [14] - The company’s AI content generation platform supports efficient visual content creation [14] - As demand for AI-generated visual content increases, the company is positioned to benefit significantly in this sector [14] Group 15 - Yiyuan Media, located in Beijing, is an integrated marketing service provider focusing on AI marketing applications [15] - The company’s AI marketing creative platform generates advertising materials quickly, adapting to short video marketing needs [15] - AI is a core technology driving innovation in the marketing sector, positioning the company as a leader in AI marketing [15] Group 16 - Shenguang Group, based in Guangzhou, is a leading advertising marketing company that integrates AI technology into its global marketing applications [16] - The company’s AI creative center generates multilingual advertising content, catering to overseas market needs [16] - As cross-border AI marketing demand grows, the company is expected to strengthen its position in the marketing industry [16]

格隆汇1月13日｜吉视传媒发布异动公告，公司股票于2026年1月9日至1月13日连续三个交易日收盘价格 涨幅偏离值累计达到20%，构成《上海证券交易所交易规则》规定的股票交易异常波动情况。经公司自 查并向控股股东核实，截至本公告披露日，公司及控股股东不存在应披露而未披露的重大事项。公司目 前生产经营活动一切正常，市场环境、行业政策没有发生重大调整、生产成本和销售等情况没有出现大 幅波动、内部生产经营秩序正常。公司不存在应披露而未披露的重大信息。 ...

一、股票交易异常波动的具体情况 证券代码：601929 证券简称：吉视传媒 公告编号：临 2026-001 债券代码：250052 债券简称：23 吉视 01 吉视传媒股票交易异常波动公告 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个别及连带责任。 重要内容提示： 吉视传媒股份有限公司（以下简称：公司）股票于 2026 年 1 月 9 日至 1 月 13 日连续三个交易日收盘价格涨幅偏离值累计达到 20%，构成《上海证券 交易所交易规则》规定的股票交易异常波动情况。 经公司自查并向控股股东核实，截至本公告披露日，公司及控股股东不 存在应披露而未披露的重大事项。公司目前生产经营活动一切正常，市场环境、 行业政策没有发生重大调整、生产成本和销售等情况没有出现大幅波动、内部生 产经营秩序正常。公司不存在应披露而未披露的重大信息。 （四）其他股价敏感信息 经公司核实，未发现公司控股股东及董事和高级管理人员在公司股票异常波 动期间买卖公司股票的情况。 公司股票于 2026 年 1 月 9 日至 1 月 13 日连续三个交易日收盘价格涨幅偏 离 ...

吉视传媒公告称，公司股票于2026年1月9日至1月11日连续三个交易日收盘价格涨幅偏离值累计达 20%，构成股票交易异常波动。经自查及向控股股东核实，截至公告披露日，公司及控股股东不存在应 披露未披露重大事项，生产经营正常，未发现影响股价的媒体报道、市场传闻等。此外，未发现控股股 东及董高人员在异常波动期间买卖公司股票，提醒投资者注意风险。 ...

Market Overview - The television broadcasting sector increased by 5.86% compared to the previous trading day, with Liujin Technology leading the gains [1] - The Shanghai Composite Index closed at 4165.29, up 1.09%, while the Shenzhen Component Index closed at 14366.91, up 1.75% [1] Stock Performance - Liujin Technology (code: 920021) closed at 9.51, with a significant increase of 29.92% and a trading volume of 633,200 shares, amounting to a transaction value of 566 million yuan [1] - Other notable performers include: - Dianguang Media (code: 000917) with a closing price of 13.27, up 10.03% [1] - Oriental Pearl (code: 600637) at 14.65, up 9.98% [1] - New Media Co. (code: 300770) at 47.38, up 6.76% [1] - Wireless Media (code: 301551) at 36.30, up 6.73% [1] Capital Flow - The television broadcasting sector experienced a net outflow of 362 million yuan from institutional investors, while retail investors saw a net inflow of 424 million yuan [1] - Detailed capital flow for selected stocks includes: - Liujin Technology had a net inflow of 33.9 million yuan from institutional investors, accounting for 59.86% of its trading [2] - Dianguang Media faced a net outflow of 89.09 million yuan from institutional investors, with a net outflow of 51.54 million yuan from retail investors [2] - New Media Co. had a net inflow of 52.86 million yuan from institutional investors, but a net outflow from retail investors [2]

Group 1 - The stock of Jishi Media increased by 6.31% on January 12, reaching a price of 4.21 CNY per share, with a trading volume of 136 million CNY and a turnover rate of 0.91%, resulting in a total market capitalization of 14.692 billion CNY [1] - Jishi Media Co., Ltd. is located in Changchun, Jilin Province, and was established on May 9, 2001. It was listed on February 23, 2012. The company's main business involves the planning, construction, operation management, maintenance of cable television networks in Jilin Province, and the reception, retransmission, and transmission of radio and television programs, primarily focusing on video information transmission and online multifunctional services. The main business revenue is derived entirely from cable television services [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Guotai Fund holds a significant position in Jishi Media. The Guotai CSI Film and Television Theme ETF (516620) held 695,900 shares in the third quarter, accounting for 3.32% of the fund's net value, ranking as the tenth largest heavy stock. The estimated floating profit for today is approximately 174,000 CNY [2] - The Guotai CSI Film and Television Theme ETF (516620) was established on October 20, 2021, with a latest scale of 79.1068 million CNY. Year-to-date returns are 9.76%, ranking 530 out of 5,579 in its category; the one-year return is 33.67%, ranking 2,395 out of 4,202; and since inception, the return is 15.96% [2]

Core Viewpoint - The television broadcasting sector experienced a significant increase of 5.54% on January 9, with major gains led by Dianguang Media, as the overall market indices also showed positive movement [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4120.43, up by 0.92% [1]. - The Shenzhen Component Index closed at 14120.15, up by 1.15% [1]. - The television broadcasting sector saw a notable rise, with individual stocks showing varying degrees of increase [1]. Group 2: Individual Stock Performance - Dianguang Media (000917) closed at 12.06, with a rise of 10.04% and a trading volume of 2.5692 million shares, amounting to a transaction value of 30.50 billion yuan [1]. - Jishi Media (601929) closed at 3.96, up by 10.00%, with a trading volume of 3.8629 million shares, resulting in a transaction value of 14.67 billion yuan [1]. - Oriental Pearl (600637) closed at 13.32, increasing by 9.99%, with a trading volume of 1.7554 million shares, translating to a transaction value of 23.30 billion yuan [1]. - Other notable performers included Liujin Technology (920021) with a 5.17% increase, Huashu Media (000156) up by 4.53%, and Hailiang Co. (301262) rising by 4.39% [1]. Group 3: Capital Flow Analysis - The television broadcasting sector saw a net inflow of 9.91 billion yuan from institutional investors, while retail investors experienced a net outflow of 4.51 billion yuan [2]. - The main capital inflow was concentrated in Jishi Media, which had a net inflow of 5.50 million yuan from institutional investors [3]. - Dianguang Media experienced a net inflow of 2.68 million yuan from institutional investors, while it faced a net outflow of 1.34 million yuan from retail investors [3].

Core Viewpoint - The A-share market is experiencing a significant surge, with the Shanghai Composite Index reaching 4100 points for the first time in ten years, driven by strong performances in sectors such as AI applications, commercial aerospace, controllable nuclear fusion, non-ferrous metals, and robotics [1] Group 1: AI Application Sector Performance - The AI application sector saw a comprehensive explosion, particularly in media stocks, with companies like Yidian Tianxia (301171) hitting a "20CM" limit up, and several others achieving "10CM" limit up, including Bory Media, Zhejiang Wenlian, and Jishi Media [2] - The surge in AI application stocks is closely linked to the recent listings of major model companies, Zhiyuan and MiniMax, on the Hong Kong Stock Exchange, which have catalyzed market enthusiasm [2][3] - The successful entry of these large model companies into the capital market signifies a transition for the AI industry from a technology exploration phase to a new stage of scaled and commercial development [4] Group 2: Impact of New Listings - The listings of Zhiyuan and MiniMax are expected to provide substantial funding support for the AI industry, facilitating the acceleration of technology research and development into commercial applications [4] - The capital market's backing is anticipated to enhance the stability of technology investments, potentially leading to a decrease in API costs and a revaluation of AI application sectors [4][5] - The media sector is particularly active due to its high demand for content generation and marketing, making it a prime beneficiary of advancements in AI technology [5] Group 3: Policy and Market Outlook - Recent favorable policies, such as the implementation opinions from the Ministry of Industry and Information Technology, aim to promote the deep application of general large models in manufacturing by 2027, indicating a supportive regulatory environment for AI applications [5] - Market analysts predict that 2026 will be a pivotal year for the commercialization of AI applications, requiring substantial investment returns to justify high valuations [5]

1月8日，吉视传媒大宗交易成交1236万股，成交额4350.72万元，占当日总成交额的6.26%，成交价3.52元，较市场收盘价3.6元折价2.22%。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-01-08 | 吉视传媒 | 601929 | 3.52 4350.72 | 1236 | 机构专用 | 中信建投证券股公 | | ...