证券研究报告·行业深度报告·食品饮料 食品饮料行业深度报告 ◼ AI 赋能，营销服务上市公司乘势而上。新华都：2026 年发布"麦点 AI 智能体矩阵"战略级 AI 产品，在图文视频内容生成、广告精准投放、用 户行为数据分析等方面具备长期营销积累。壹网壹创：从"全域电商运 营服务商"向"专家+AI SaaS 化工具"的 AI 电商服务模式转变，与阿里云 合作开发 AI Agent 智能经营系统，深度参与阿里平台营销活动。青木科 技：以自有品牌孵化与 AI+升级 TP 服务双轮驱动并形成协同闭环，自 研推出 AI 购物管家"青木啄木鸟"、 "青灵 AI 中台"等。迈富时：作为 国内领先的"AI+SaaS"智能营销云平台，推出 Marketingforce 平台和 AI- Agentforce 中台，以 AI 技术底层的构建积累，在产品线广度和一体化 能力方面具备 SaaS 平台化优势。 ◼ 风险提示：行业竞争加剧、宏观需求不及预期、技术发展不及预期。 证券分析师 苏铖 执业证书：S0600524120010 such@dwzq.com.cn 证券分析师 孙瑜 执业证书：S0600523120002 suny@d ...

2月6日早盘，AI应用端震荡下挫，截至9时37分，粤传媒、浙文互联跌停，石基信息、三维天地、新华 都跌超8%，值得买、光云科技等跟跌。 上证报中国证券网讯 2月6日早盘，AI应用端震荡下挫，截至9时37分，粤传媒、浙文互联跌停，石基信 息、三维天地、新华都跌超8%，值得买、光云科技等跟跌。 | 序号 | (435) | 名称 | 1 新 | 涨幅% ↑ | 涨跌 | | --- | --- | --- | --- | --- | --- | | 1 | 600986 | 浙文互联 | 13.97 | -9.99 | -1.55 | | 2 | 002181 | 粤传媒 | 11.00 | -9.98 | -1.22 | | 3 | 002153 | 石基信息 | 12.24 | -8.86 | -1.19 | | র্ব | 301159 | 三维大地 | 47.53 | -8.54 | -4.44 | | 5 | 002264 | 新华都 | 11.55 | -8.19 | -1.03 | | 6 | 920021 | 流全科技 | 12.47 | -6.45 | -0.86 | | 7 | 300612 ...

Core Insights - The main focus of the news is on the significant inflow of capital into various stocks, highlighting the top 20 stocks by capital inflow as of February 5, with notable performances in terms of percentage increase and monetary value [1][2][3] Group 1: Top Stocks by Capital Inflow - Pingtan Development leads with a capital inflow of 1.278 billion, showing a price increase of 10.05% [2] - Wangsu Science & Technology follows with an inflow of 0.682 billion and a price increase of 7.48% [2] - N North Core U has an inflow of 0.666 billion, with a remarkable price increase of 183.33% [2] - Haixia Innovation shows a strong performance with a capital inflow of 0.642 billion and a price increase of 20% [2] - Other notable stocks include 263 with 0.566 billion inflow and a 10.04% increase, and China Merchants Bank with 0.554 billion and a 1.79% increase [2] Group 2: Sector Performance - The stocks listed are from various sectors, including agriculture, internet services, consumer electronics, and cultural media, indicating diverse investment interests [2][3] - The electronic components sector is represented by Fenghua High-Tech with a capital inflow of 0.401 billion and a price increase of 9.99% [3] - Aerospace is represented by Beimo High-Tech, which has a capital inflow of 0.312 billion and a price increase of 10% [3]

Core Viewpoint - The A-share market saw active performance in new retail concept stocks, with several companies reaching their daily price limit and others showing significant gains [1]. Group 1: Stock Performance - Hai Xin Food (002702) increased by 10.01%, with a total market value of 4.274 billion and a year-to-date increase of 8.01% [2]. - La Fang Jia Hua (603630) also rose by 10.01%, having a market capitalization of 4.804 billion and a year-to-date increase of 10.18% [2]. - Hangzhou Jie Bai (600814) saw a rise of 9.99%, with a market value of 7.204 billion and a year-to-date increase of 20.99% [2]. - Xin Hua Du (002264) increased by 9.97%, with a market capitalization of 9.055 billion and a year-to-date increase of 42.47% [2]. - Hong Mian Co. (000523) rose by 6.41%, with a market value of 7.617 billion and a year-to-date increase of 10.08% [2]. - San Jiang Shopping (601116) increased by 6.26%, with a market capitalization of 10.7 billion and a year-to-date increase of 41.68% [2]. - You Hao Group (600778) rose by 4.90%, with a market value of 2.601 billion and a year-to-date increase of 25.19% [2]. - Bi Yin Le Fen (002832) increased by 4.89%, with a market capitalization of 8.937 billion and a year-to-date increase of 4.68% [2]. - Hong Hui Guo Shu (603336) rose by 4.33%, with a market value of 5.862 billion and a year-to-date increase of 12.50% [2]. - Hai Lan Zhi Jia (600398) increased by 4.26%, with a market capitalization of 30.5 billion and a year-to-date increase of 5.12% [2]. - Shanghai Jiu Bai (600838) rose by 4.03%, with a market value of 5.071 billion and a year-to-date increase of 16.91% [2].

Group 1 - The new retail concept stocks in the A-share market are showing active performance, with several companies hitting the daily limit up [1] - Hai Xin Food, La Fang Jia Hua, Hangzhou Jie Bai, and Xin Hua Du all reached the daily limit up of 10% [1] - Hong Mian Co., San Jiang Shopping, and others saw significant increases, with Hong Mian Co. rising over 6% and San Jiang Shopping increasing by 6.26% [1] Group 2 - Hai Xin Food's market capitalization is 4.274 billion, with a year-to-date increase of 8.01% [2] - La Fang Jia Hua has a market capitalization of 4.804 billion and a year-to-date increase of 10.18% [2] - Hangzhou Jie Bai's market capitalization is 7.204 billion, with a year-to-date increase of 20.99% [2] - Xin Hua Du has a market capitalization of 9.055 billion and a year-to-date increase of 42.47% [2] - Hong Mian Co. has a market capitalization of 7.617 billion, with a year-to-date increase of 10.08% [2] - San Jiang Shopping's market capitalization is 10.7 billion, with a year-to-date increase of 41.68% [2] - Other companies like You Hao Group, Bi Yin Le Fen, and Hong Hui Guo Shu also showed positive performance with increases over 4% [1][2]

Group 1 - The top 20 stocks with significant capital inflow as of February 5 include Pingtan Development (1.214 billion), Wangsu Technology (648 million), and Guizhou Moutai (555 million) [1][2] - Pingtan Development saw a price increase of 10.05%, while Wangsu Technology increased by 6.94% [2] - Other notable stocks with capital inflow include China Merchants Bank (520 million, +2.03%), and Industrial Fulian (455 million, +0.99%) [2][3] Group 2 - The sectors represented among the top inflow stocks include agriculture, internet services, and food and beverage [2][3] - Companies like Haidilao (2.92 billion) and Wuxi AppTec (2.44 billion) are also highlighted for their capital inflow and respective sector performance [3] - The overall trend indicates a strong interest in technology and consumer goods sectors, as reflected in the stock performance and capital movement [1][2]

声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 02月05日消息，截止13:20，平潭实验区板块大涨，平潭发展、新 华 都涨停，东百集团、厦门港务等个 股涨幅居前。 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 记者|杜恒峰 编辑|段炼 杜波 校对|何小桃 封面图片|视觉中国（图文无关） 2月5日，市场早盘震荡调整，三大指数均跌超1%。截至中午休市，沪指跌1.03%，深成指跌1.81%，创 业板指跌1.94%。沪深两市半日成交额1.45万亿，较上个交易日缩量1682亿。全市超3600股下跌。 （免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。） 新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同 其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。 责任编辑：凌辰 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 记者|杜恒峰 编辑|段炼 杜波 校对|何小桃 从板块来看，大消费板块大涨，食品饮料、零售、影视院线方向涨幅居前，横店影视6天5板，杭州解百 2连板，安记食品、海欣食品、金逸影视涨停。阿里概念局部异动，新华都直线涨停。算力租赁概念回 暖，二六三封涨停。银行板块逆势拉升，厦门银行涨超6%。 | | 影视传媒 | ...

近日，云南白药（000538）发布公告称，公司近日接到股东新华都（002264）实业集团的通知，获悉新 华都将其持有的公司部分股份办理了质押。 公告显示，新华都及其一致行动人持有云南白药股份数量为449,624,311股，本次质押股数为675万股， 占新华都及其一致行动人所持股份比例为1.50%，占云南白药总股本比例为0.38%；合计累计被质押股 数为80,250,000股，占新华都及其一致行动人所持股份比例为17.85%，占云南白药总股本比例为 4.50%。 ...

云南白药集团股份有限公司（以下简称"公司"或"云南白药"）于近日接到公司股东新华都实业集团股份 有限公司（以下简称"新华都"）的通知，获悉新华都将其持有的公司部分股份办理了质押。具体情况如 下： 一、本次股份质押基本情况 ■ 登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 三、其他说明 质押股份是否负担重大资产重组等业绩补偿义务：否。 二、股东股份累计质押情况 截至本公告披露日，新华都及其一致行动人所持质押股份情况如下： ■ 注：1、新华都持股数量、持股比例、质押股份数量等相关数据，均考虑了新华都通过非公开发行可交 换公司债券开立的"新华都集团-国信证券-25新华都EB01担保及信托财产专户"所持有的云南白药股份 5,600万股； 2、除上述担保及信托专户外，新华都的一致行动人所持云南白药股份均不存在质押情形。 截至本公告披露日，新华都及其一致行动人持有云南白药股份数量为449,624,311股，本次质押股数为 6,750,000股，占新华都及其一致行动人所持股份比例为1.50%，占云南白药总股本比例为0.38 ...