2、注册地址：陕西省西安市高新区天谷八路156号软件新城研发基地二期C3栋楼904室 一、对外担保及进展情况概述 1、近期，为满足易点天下网络科技股份有限公司（以下简称"易点天下"或"公司"）之全资子公司西安 点告网络科技有限公司（以下简称"西安点告"）的业务发展和日常经营的资金需求，公司签署了《最高 额不可撤销担保书》，为西安点告在招商银行西安分行申请授信事项提供连带责任保证担保，担保金额 为人民币5,000万元。保证期间为自《最高额不可撤销担保书》生效之日起至主协议项下每笔贷款或其 他融资或招商银行西安分行受让的应收账款债权的到期日或每笔垫款的垫款日另加三年。任一项具体授 信展期，则保证期间延续至展期期间届满后另加三年止。 2、公司于2025年12月30日召开第五届董事会第七次会议，于2026年1月15日召开2026年第一次临时股东 会，审议通过了《关于2026年度申请银行授信额度及对外担保额度预计的议案》，同意为公司及下属公 司提供不超过人民币290,399.59万元（或等值外币）的担保，额度有效期为自公司股东会审议通过之日 起12个月。公司可以根据实际情况，在符合要求的担保对象之间进行担保额度的调剂， ...

证券代码：301171 证券简称：易点天下 公告编号：2026-011 易点天下网络科技股份有限公司 关于为全资子公司提供担保的进展公告 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。 一、对外担保及进展情况概述 1、近期，为满足易点天下网络科技股份有限公司（以下简称"易点天下" 或"公司"）之全资子公司西安点告网络科技有限公司（以下简称"西安点告"） 的业务发展和日常经营的资金需求，公司签署了《最高额不可撤销担保书》，为 西安点告在招商银行西安分行申请授信事项提供连带责任保证担保，担保金额为 人民币 5,000 万元。保证期间为自《最高额不可撤销担保书》生效之日起至主协 议项下每笔贷款或其他融资或招商银行西安分行受让的应收账款债权的到期日 或每笔垫款的垫款日另加三年。任一项具体授信展期，则保证期间延续至展期期 间届满后另加三年止。 2、公司于 2025 年 12 月 30 日召开第五届董事会第七次会议，于 2026 年 1 月 15 日召开 2026 年第一次临时股东会，审议通过了《关于 2026 年度申请银行 授信额度及对外担保额度预计的议案》，同意为公司 ...

Core Viewpoint - Yidian Tianxia (301171) announced that the company and its subsidiaries have no overdue debts, guarantees related to litigation, or situations where guarantees have resulted in a judgment against them [1] Group 1 - The company has confirmed that there are no overdue debts associated with guarantees [1] - There are no guarantees related to litigation involving the company or its subsidiaries [1] - The company has not provided guarantees for shareholders, actual controllers, or their related parties [1]

易点天下网络科技股份有限公司 关于为全资孙公司提供担保的进展公告 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。 证券代码：301171 证券简称：易点天下 公告编号：2026-010 1、近期，为满足易点天下网络科技股份有限公司（以下简称"易点天下" 或"公司"）之全资孙公司 Click Tech Limited（以下简称"香港 Click"）的业务 发展和日常经营的资金需求，公司分别与恒生银行（中国）有限公司深圳分行（以 下简称"恒生银行深圳分行"）及恒生银行（中国）有限公司（以下合称"恒生 中国"）、恒生银行有限公司（以下简称"恒生银行"）、上海浦东发展银行股份有 限公司西安分行（以下简称"浦发银行西安分行"）签署了相关担保协议，具体 情况如下： 公司就香港 Click 与恒生银行深圳分行的融资事项及恒生中国的金融衍生产 品交易事项分别签署了《公司保证函》，为香港 Click 在恒生银行深圳分行的融 资事项及恒生中国的金融衍生产品交易事项提供连带责任保证担保，担保金额分 别为美元 3,000 万元、美元 500 万元。保证期间均为自债权确定期间届满日起三 ...

Core Viewpoint - The surge in the stock of the Huabao Big Data ETF (516700) is attributed to the popularity of ByteDance's Seedance 2.0 video generation model, which has sparked significant interest in the AI application sector and domestic computing power [1][2]. Group 1: Market Performance - The Huabao Big Data ETF saw an intraday increase of 3.28%, currently up by 3.1%, recovering above the 5-day moving average [1]. - Key stocks within the ETF include Dongfang Guoxin, which hit the daily limit with a 20.02% increase, and Guanghuan Xunwang, which rose by 10.58% [2]. Group 2: AI Development - ByteDance's Seedance 2.0 can create high-quality videos from text or images in under 60 seconds, generating multi-angle sequences with native audio [3]. - The AI industry is experiencing a wave of new product launches, with institutions optimistic about performance in the AI application sector [3]. Group 3: Industry Insights - Data centers are identified as the core infrastructure for AI, with a robust demand driving growth in the IDC industry [3]. - The computing power market is expected to see a rebound in demand, particularly in North America and China, as domestic projects are anticipated to resume following delays due to import restrictions on computing power cards [3]. Group 4: ETF Composition - As of the end of 2025, the Huabao Big Data ETF's index will have a weight of 40.91% for computing power concepts and 37.43% for AI application concepts [4]. - The ETF focuses on sectors such as data centers, cloud computing, and big data processing, with major holdings in companies like Inspur, iFlytek, and Unisoc [5]. Group 5: Policy and Market Trends - There is a strong push for technological leadership, with initiatives aimed at accelerating the digital economy and domestic substitution processes [6]. - The "Xinchuang 2.0" trend is expected to gain momentum, enhancing the prospects for technology self-sufficiency [6].

Investment Rating - The report rates the industry as "Buy" [5] Core Insights - The AI application competition is intensifying, with major players like Yuanbao, Qianwen, and Doubao launching various promotional activities to capture AI traffic [2][8] - Internet penetration in China has surpassed 80%, with a user base of 1.125 billion, indicating a significant market for digital advertising [14][15] - The advertising market shows signs of recovery, with a notable increase in ad spending starting from July 2025, particularly during the November shopping festival [15] Summary by Sections AI Application Competition - During the 2026 Spring Festival, Yuanbao launched a 1 billion RMB cash red envelope campaign, while Qianwen initiated a 3 billion RMB promotional event focused on food delivery [8][10] - On February 6, 2026, these three AI applications dominated the iPhone app download charts, with Yuanbao and Qianwen reaching the top positions [10][12] Internet Penetration and Advertising Market - According to CNNIC, the internet penetration rate in China reached 80.1% in 2025, with 602 million users engaging with generative AI applications [14] - The advertising market has shown a recovery trend, with ad spending growth rates exceeding double digits from September to November 2025, peaking at 16.6% during the shopping festival [15][16] Recommended Stocks - The report recommends several companies across different sectors that are expected to benefit from the AI ecosystem, including: - **Gaming**: Century Huatong, Giant Network, Perfect World, and others [13] - **Film and Television**: Mango Super Media, Wanda Film, and Shanghai Film [13] - **Marketing**: Easy Point and Worth Buying [13] Industry Performance - The SW Media Index fell by 3.30% from February 2 to February 6, 2026, underperforming compared to major indices [5]

证券代码：301171 证券简称：易点天下 公告编号：2026-009 易点天下网络科技股份有限公司 关于为全资孙公司提供担保的进展公告 一、对外担保及进展情况概述 1、近期，为确保易点天下网络科技股份有限公司（以下简称"易点天下" 或"公司"）及下属公司与云计算服务提供商保持长期稳定的合作关系，保障在 服务商的信用额度和付款账期，以提升资金使用效率，公司全资孙公司 Click Tech Limited（以下简称"香港 Click"）签署了《LETTER OF GUARANTEE》（担保 函），为公司另一全资孙公司Vocalm Limited向Alibaba Cloud（Singapore）Private Limited 采购云服务事项提供连带责任保证担保，担保金额为 40 万美元，保证期 间为自担保签署当日起生效，并持续有效至主协议到期或终止。 2、近期，为满足易点天下之全资孙公司香港 Click 的业务发展和日常经营 的资金需求，公司就香港 Click 与汇丰银行（中国）有限公司（以下简称"汇丰 银行"）的融资事项签署了《保证书》，为香港 Click 在汇丰银行申请融资事项提 供连带责任保证担保，担保金额 ...

Core Viewpoint - The data indicates significant outflows of capital from various stocks, particularly in the communication equipment and internet service sectors, reflecting investor sentiment and market trends [1][2][3] Group 1: Major Stocks with Capital Outflows - Zhongji Xuchuang experienced a capital outflow of 3.07 billion, with a decline of 5.24% [2] - Xinyi Sheng saw a capital outflow of 2.33 billion, with a decline of 5.66% [2] - Liou Shares had a capital outflow of 2.07 billion, with a decline of 8.74% [2] - BlueFocus Media faced a capital outflow of 1.77 billion, with a decline of 8.88% [2] - Xinwei Communication had a capital outflow of 1.57 billion, with a decline of 9.41% [2] Group 2: Sector Analysis - The communication equipment sector showed significant outflows, with Zhongji Xuchuang and Xinwei Communication leading the losses [2][3] - The internet service sector also faced notable outflows, with Liou Shares and NetEase Technology among the top affected stocks [2][3] - The cultural media sector, represented by BlueFocus Media, experienced substantial capital outflows, indicating potential investor concerns [2][3] Group 3: Additional Stocks with Notable Outflows - Industrial Fulian had a capital outflow of 1.32 billion, with a decline of 4.65% [2] - Runze Technology saw a capital outflow of 1.26 billion, with a decline of 7.24% [2] - Hunan Silver experienced a capital outflow of 0.801 billion, with a decline of 4.47% [3]

Group 1 - A-shares and Hong Kong stocks related to AI applications experienced a collective decline [1] - In the A-share market, companies such as Gravity Media (603598) hit the daily limit down, while Tian Di Online (002995), Zhi De Mai (300785), InSai Group (300781), Yi Dian Tian Xia (301171), and Sheng Guang Group (002400) saw significant declines [1] - In the Hong Kong market, Meitu Company dropped over 10%, while Zhi Pu and MINIMAX-WP fell more than 5%, with Kingsoft, Tencent Holdings, and Alibaba-W also declining [1]

Group 1 - The A-share market experienced a pullback, with sectors like liquor, power grid equipment, and banking performing well, while others retreated [1] - The AI application sector showed mixed performance, with companies like Liou Co. and Zhejiang Wenhu gaining, while BlueFocus and Yidian Tianxia saw significant declines [1] - The software ETF Huaxia (159256) saw its holdings, Runze Technology, surge over 4%, with trading volume exceeding 90 million, making it the top performer in its index [1] Group 2 - Tencent's AI assistant "Yuanbao" has rapidly climbed the rankings in major app stores, reaching first place in Huawei's app store and second in Apple's free app list in China [1] - "Yuanbao" has initiated a new version beta test and plans to launch a Spring Festival campaign on February 1, distributing a total of 1 billion yuan in cash red envelopes to users [1] - Open Source Securities noted that major companies like Tencent and Baidu are spending tens of billions on promoting AI applications during the Spring Festival, leveraging the unique social connections during this period to popularize AI [1] Group 3 - The software industry plays a crucial role in the AI industry chain, primarily situated in the midstream technology layer and downstream application layer [2] - In the midstream, the software industry provides AI frameworks, development platforms, and algorithm models, which are foundational for AI application development [2] - In the downstream, the software industry integrates AI technology with various sectors to drive the implementation of AI applications [2]