胡润集团董事长兼首席调研官胡润表示：中国直播带货行业已走在世界前列，过去几年，流量新势力机构经历了高速发 展，职业网络主播规模已突破3800万人。数据显示，2025年中国微短剧市场规模已达678亿，用户规模已近7亿人。 报告显示，《2025胡润中国流量新势力百强榜》上榜机构平均拥有2.8亿粉丝，平均签约达人530人。此次新上榜机构34家。 同时有20家机构落榜，主要原因包括机构解散、核心达人离开等。百强机构分布于23个城市，其中七成位于杭州、北京、 广州、上海、深圳、青岛这六大城市。有4家上榜机构的母公司为上市公司。 | | | | 总部分布 | | --- | --- | --- | --- | | | 城市 | 上榜机构数量 | 吉月 任 代表机构 | | | | (变化) ■門中小型企業聯合總商會 | | | SM 011 | | 杭州acwise 21 (+6) | 遥望科技、交个朋友、璀璨星耀、五颜六色、谦寻 | | 21 | 北京 | 15 (-a) | 无忧传媒、与辉同行、奇东传媒、东方甄选、奇光MCN | | 3- | 广州 | 12 (+2) | 辛选集团、神狼文化、差点红、有好戏、大事件 ...

Core Viewpoint - The A-share market shows a slight decline with the Shanghai Composite Index at 4115.44 points, just above the five-day moving average, indicating mixed market sentiment [1]. Market Performance - The total trading volume of A-shares reached 1,322.51 billion yuan today [1]. - 770 A-shares have surpassed the five-day moving average, with notable stocks showing significant deviation rates [1]. Notable Stocks - The stocks with the highest deviation rates from the five-day moving average include: - Huakai Yibai (300592) with a deviation rate of 15.34% and a daily increase of 20.03% [1]. - Julisi (002342) with a deviation rate of 10.30% and a daily increase of 10.01% [1]. - Tianli Composite (920576) with a deviation rate of 10.09% and a daily increase of 16.64% [1]. - Other stocks with smaller deviation rates that have just crossed the five-day moving average include Balanshi, Xiyu Travel, and Xinyism [1]. Trading Metrics - The trading turnover rates for some of the notable stocks are as follows: - Huakai Yibai (300592) at 13.91% [1]. - Julisi (002342) at 10.59% [1]. - Tianli Composite (920576) at 6.64% [1].

公告披露，佛山市南海区星智汇投投资有限责任公司企业类型为有限责任公司(自然人投资或控股)，注 册资本100万人民币，法定代表人为张纯，股权结构为张纯90%，刘影影10%。根据《深圳证券交易所 股票上市规则》、《公司章程》等有关规定，星智汇投与遥望科技不存在关联关系，本次交易不构成关 联交易。经查询，截至公告披露日，星智汇投不是失信被执行人。 遥望科技表示，截至公告披露日，公司尚未与星智汇投签订股权转让协议，将与星智汇投按照广东股权 交易中心相关交易规则及流程推进后续事宜，包括进一步协商交易条款及签署股权转让协议等。公司将 持续关注本次股权转让进展情况，严格按照有关法律法规及规范性文件的要求及时履行信息披露义务。 （王珞） 公告显示，遥望科技于2025年12月2日召开第六届董事会第十一次会议，审议通过《关于挂牌转让佛山 星期六鞋业有限公司100％股权的议案》，并于2025年12月18日经公司2025年第五次临时股东会审议通 过。公司委托广东股权交易中心挂牌转让持有的星期六鞋业100%股权，首次挂牌底价根据天津中联房 地产土地资产评估有限责任公司的评估结果确定为4.53亿元。 挂牌公告期为2025年12月22日至 ...

Core Viewpoint - ST Dongshi is expected to report a net loss attributable to shareholders of between -600 million to -700 million yuan due to a decline in the number of training students and increased expenses related to lawsuits and administrative penalties [1] Group 1: Financial Performance - The company anticipates a net profit loss ranging from -600 million to -700 million yuan [1] - The decrease in revenue is primarily attributed to a reduction in the number of training students compared to the same period last year [1] Group 2: Operational Challenges - Increased operating expenses are linked to lawsuits and administrative penalties, which have also led to additional tax expenses [1] - Legal issues have negatively impacted certain projects, resulting in significant asset impairment losses [1]

Group 1 - The advertising and marketing sector saw a slight increase of 0.26% on January 20, with Jiyun Technology leading the gains [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] - Jiyun Technology's stock price rose by 19.92% to 6.38, with a trading volume of 1.23 million shares and a transaction value of 750 million [1] Group 2 - The advertising and marketing sector experienced a net inflow of 589 million in main funds, while retail investors saw a net outflow of 748 million [2] - The top gainers in the sector included Zhejiang Wenlian, which increased by 10.04% to 9.97, and Yaowang Technology, which rose by 10.01% to 7.47 [1][2] - The stock of Yidian Tianxia fell by 20.00% to 65.06, with a trading volume of 65,100 shares and a transaction value of 424 million [2] Group 3 - Main funds showed significant inflow into Zhejiang Wenlian, with a net inflow of 3.30 billion, while retail investors had a net outflow of 1.36 billion [3] - Jiyun Technology had a net inflow of 1.82 billion from main funds, but retail investors experienced a net outflow of 1.17 billion [3] - The overall trend indicates a divergence in fund flows, with main funds favoring certain stocks while retail investors are pulling back [3]

Core Viewpoint - The Guangdong Free Trade Zone concept has shown a positive performance with a 1.44% increase, ranking 9th among concept sectors, indicating a growing interest and investment in this area [1]. Group 1: Market Performance - The Guangdong Free Trade Zone concept saw 18 stocks rise, with notable performers including Hongmian Co., Yue Media, and Yaowang Technology reaching their daily limit up [1]. - The top gainers in the sector included Shiyong Zhaoye, Huanlejia, and Huafa Co., with increases of 3.20%, 3.10%, and 2.96% respectively [1]. - Conversely, stocks such as Yuegui Co., Zhongjing Electronics, and Yichang Technology experienced declines of 4.12%, 2.52%, and 1.77% respectively [1]. Group 2: Capital Flow - The Guangdong Free Trade Zone concept attracted a net inflow of 733 million yuan from main funds, with 13 stocks receiving net inflows, and 8 stocks exceeding 10 million yuan in net inflow [2]. - Yue Media led the net inflow with 337 million yuan, followed by Yaowang Technology and Hongmian Co. with net inflows of 217 million yuan and 167 million yuan respectively [2]. - The net inflow ratios for Yaowang Technology, Hongmian Co., and Yue Media were 39.87%, 32.90%, and 30.42% respectively, indicating strong investor interest in these stocks [3].

Group 1 - The core message highlights the significant rise in the stock price of Yaowang Technology, which reached 7.47 CNY per share, marking an increase of 10.01% [1][2] - Alibaba's recent launch of the Qianwen App integrates various services such as Taobao, Alipay, Fliggy, and Amap, creating a closed-loop AI shopping experience from food delivery to flight booking [2] - The update emphasizes a system-level integration, allowing users to complete the entire process from decision-making to payment within the chat interface without switching applications [2] Group 2 - Industrial analysts from Industrial Securities suggest that following the Qianwen App, other large model developers like Byte's Doubao and DeepSeek will continue to drive industry growth [2] - The acceleration of OpenAI's commercialization is expected to further enhance the AI ecosystem's closed-loop [2] - Yaowang Technology focuses on digital marketing, leveraging partnerships with various internet traffic channels to consolidate traffic resources and monetize them through diverse advertising formats [2]

Core Viewpoint - The A-share market is experiencing a downturn, with major indices showing weakness and a potential technical correction expected before February. Analysts suggest focusing on fundamental performance rather than speculative trading [1][7]. Market Performance - The A-share market saw the Shanghai Composite Index drop by 0.30%, the Shenzhen Component by 1.22%, and the ChiNext Index by 1.83% during the morning session [1]. - The real estate sector showed resilience, with stocks like Chengdu Investment Holdings and Hefei Urban Construction hitting the daily limit [2]. - AI application stocks rebounded, with companies such as Zhejiang Wenhu and Tiandi Online also reaching the daily limit [3]. - The semiconductor sector experienced a surge, with Zhongwei Semiconductor rising by 20% [1]. - Consumer stocks, particularly in beauty and liquor, were active, while the commercial aerospace sector continued to decline [1]. Sector Insights - Real Estate: The National Bureau of Statistics reported a 0.3% month-on-month decline in new residential sales prices in first-tier cities, indicating a narrowing of the decline. Analysts expect policy adjustments in the first quarter, favoring companies with strong liquidity and product capabilities [2]. - AI Applications: The trend of AI applications is expected to continue, with hardware increasingly penetrating daily life across various sectors, including automotive and smart home devices. The software side is also seeing advancements in model inference capabilities [3]. - Technology Sector: According to Guosen Securities, the spring market is not over, and fluctuations may present good investment opportunities. The technology sector, particularly driven by AI, remains a key focus [4]. Analyst Opinions - Guosen Securities emphasizes that the spring market is ongoing, suggesting a balanced allocation strategy while focusing on technology growth driven by AI applications [4]. - Shenwan Hongyuan notes that while the commercial aerospace and AI sectors have upward trends, excessive trading may lead to a market correction. The A-share market has a foundation for mid-term growth, and patience is advised [5]. - Huatai Securities indicates a shift towards focusing on "performance fundamentals," suggesting adjustments in portfolio structure to avoid irrational speculation [6][7].

证券代码：002291 证券简称：遥望科技 公告编号：2026-004 公司对杭州施恩累计担保金额为 59300.00 万元，剩余可用担保额度为 700.00 万 元。 三、被担保人基本情况 一、担保情况概述 广东遥望科技集团股份有限公司（以下简称"公司"）为保证孙公司的业务 顺利开展，公司及控股公司为控股孙公司杭州施恩资产管理有限公司（以下简称 "杭州施恩"）提供累计 6 亿元额度的担保：公司于 2025 年 6 月 3 日召开第六 届董事会第四次会议审议通过了《关于 2025 年度公司及控股公司对外担保额度 预计的议案》，额度为 4 亿元，并经 2025 年 6 月 24 日召开的 2024 年年度股东 大会审议通过；公司于 2025 年 11 月 12 日召开第六届董事会第九次会议，审议 通过了《关于为控股孙公司增加担保额度的议案》，额度为 2 亿元，并经 2025 年 11 月 28 日召开的 2025 年第四次临时股东会审议通过。具体情况详见公司分 别于 2025 年 6 月 4 日、2025 年 11 月 13 日刊登在公司指定信息披露媒体《证券 时报》、《上海证券报》及巨潮资讯网（www.cni ...

遥望科技公告称，公司及控股公司为控股孙公司杭州施恩累计提供6亿元额度担保。近日，公司拟与昆 明巨量等签订《保证合同》，与谢如栋、谷文婷为杭州施恩提供3.5亿元不可撤销连带责任保证担保。 本次担保后，累计担保金额达5.93亿元，剩余可用额度700万元。截至公告披露日，公司及控股公司对 外担保余额10.05亿元，占最近一期经审计净资产的29.29%，无逾期及涉诉担保。杭州施恩2025年1 - 11 月营收17.56亿元，净利润944.94万元。 ...