粤传媒 Shares Surge 35% as AI Rally & Locked‑Up Shares Unlocked Boost Liquidity

Guangdong Guangzhou Daily Media Co Ltd (粤传媒) – Market and Regulatory Update (29 January 2026)

Company profile

Date	Key event	Impact on 粤传媒
28 Jan 2026	Guangdong Guangzhou Daily Media issued a corporate notice on the release of previously locked‑up shares. The notice, filed with the China Securities Regulatory Commission, confirmed that the company’s pre‑IPO locked‑up shares held by Dongfang Securities have been lifted and the shares are now eligible for trading.	The announcement was priced into the stock price on 29 Jan morning trading. The share price opened slightly higher, reflecting the increased liquidity.
29 Jan 2026	AI‑application sector rallied, with multiple shares hitting the daily limit. 粤传媒, along with other AI‑related names such as 央视网 and 省广集团, closed at the 35 % daily limit.	粤传媒’s share price increased by 35 % during the day, contributing to the broader AI‑application sector rally that lifted several other stocks.

AI‑application theme: The sector experienced a significant surge, with several stocks (e.g., 新华网, 人民网, 引力传媒) hitting the 35 % daily limit. 粤传媒’s performance was part of this trend, underscoring the sector’s momentum.
Metal and semiconductor sectors: While the AI sector surged, the semiconductor industry remained weak, with major players such as 北京君正 and 神工股份 falling more than 6 %. This contrast highlights the selective nature of the market’s sector rotation.
Market-wide activity: The Shanghai–Shenzhen composite index was largely flat (down 0.1 % on the Shanghai Composite, up 0.01 % on the Shenzhen Component). The market saw over 2.8 k stocks decline, reflecting a volatile but largely neutral day for the broader market.

Unlocking of locked‑up shares: The filing with the China Securities Regulatory Commission confirmed that the portion of shares held by Dongfang Securities prior to the company’s IPO has been released. This action removes a restriction that previously limited the free float of the company’s shares.
Implications for liquidity: With the unlock, the free‑float ratio of 粤传媒 increases, potentially improving the depth of the market for the stock. Analysts expect tighter bid‑ask spreads and more efficient price discovery following the release.

粤传媒 benefitted from both an AI‑sector rally and an increase in free‑float liquidity due to the unlocking of previously restricted shares.
The company’s price movement on 29 January was consistent with the broader AI‑application sector trend, indicating that investors are pricing in sector‑specific growth catalysts rather than company‑specific fundamentals.
Regulatory clearance on share unlock is expected to enhance trading liquidity, which may reduce price volatility in subsequent sessions.