根据2025年12月16日披露数据，中国光大控股（00165）、中远海能（01138）、易鑫集团（02858）港 股通持股占比增加值最大，分别增加1.91%、1.55%、1.36%；招商证券（06099）、狮腾控股 （02562）、猫眼娱乐（01896）港股通持股占比减少值最大，分别减少-3.52%、-3.00%、-2.33%。 在最近有统计数据的5个交易日内，红星美凯龙（01528）、重塑能源（02570）、中国光大控股 （00165）港股通持股占比增加值最大，分别增加6.36%、5.23%、2.91%；万国黄金集团-旧 （02979）、昊天国际建投（01341）、招商证券（06099）港股通持股占比减少值最大，分别减 少-11.17%、-5.18%、-4.14%。 | 东方电气(01072) | -1.58% | 23.96% | | --- | --- | --- | | 平安好医生(01833) | -1.53% | 21.18% | | 第四范式(06682) | -1.46% | 52.43% | | 中州证券(01375) | -1.14% | 58.89% | | 昊天国际建投(01341) ...

12月12日,美团-W（03690）、小米集团-W（01810）、贝壳-W（02423）南向资金净流入金额位列市场 前三，分别净流入24.76 亿、23.53 亿、9.41 亿 阿里巴巴-W（09988）、腾讯控股（00700）、华虹半导体（01347）南向资金净流出金额位列市场前 三，分别净流出-33.73 亿、-9.98 亿、-7.35 亿 在净流入比方面，中国光大控股（00165）、中远海能（01138）、华润燃气（01193）以70.94%、 69.71%、69.27%位列市场前三。 在净流出比方面，猫眼娱乐（01896）、招商证券（06099）、医脉通（02192） 以-75.39%、-71.19%、-69.31%位列市场前三。 前10大净流出比榜 | 股票名称 | 净流出比↓ | 净流出(元) | 收盘价 | | --- | --- | --- | --- | | 猫眼娱乐(01896) | -75.39% | -1.92 亿 | 7.190（+3.45%） | | 招商证券(06099) | -71.19% | -6.00 亿 | 13.510（+0.82%） | | 医脉通(02192) | ...

对此，猫眼娱乐市场分析师赖力表示，虽然2025年全年大盘经历了一定的起伏波动，但整体展现出积极 稳定的发展态势，多个重要档期内诞生头部爆款影片，以超预期的票房表现助力全年大盘不断抬升。 根据猫眼专业版数据，年度票房前十名的影片分别为《哪吒之魔童闹海》《唐探1900》《疯狂动物城 2》《南京照相馆》《731》《浪浪山小妖怪》《捕风捉影》《封神第二部：战火西岐》《熊出没.重启 未来》和《长安的荔枝》。其中，国产片占据九席，动画电影占据四席，30亿元以上的影片共有四部， 头部影片带动作用显著，仅《哪吒2》一部影片的单片票房就高达154亿元，占全年票房的30%以上。 据国家电影局数据，截至12月13日14时30分，2025年全年票房累计(含预售)达500.03亿元，观影人次 11.94亿。其中国产影片票房为409.52亿元，占比为81.90%。全年票房过亿元影片50部，其中国产影片 33部，外国影片17部。 其次，主旋律题材影片，尤其是战争题材影片，在今年也有了不小的突破。《南京照相馆》《731》 《得闲谨制》《东极岛》等一批战争题材影片，摒弃了过往的宏大叙事，从小人物的视角出发，给观众 们带来了新鲜观感的同时，也收 ...

Investment Rating - The report maintains a "Recommendation" rating for the media industry, expecting the industry index to outperform the benchmark index by over 5% in the next 3-6 months [2][40]. Core Views - The media sector is anticipated to experience a rebound, particularly in gaming and AI applications, with significant growth potential in these areas. The report emphasizes the importance of both sharpness and allocation in the current market environment [3][6]. - The gaming market is highlighted as entering a favorable valuation zone, with specific companies like Giant Network and Century Huatong recommended for investment [6][16]. - The film market is recovering, with the total box office reaching approximately 437.06 billion yuan, which is about 78% of the 2019 level, indicating a strong recovery trajectory [19][20]. Market Performance Review - The media sector index fell by 3.86% last week, underperforming the CSI 300 index, which rose by 1.28%, resulting in a relative underperformance of 5.14% [9][10]. - The total market capitalization of the media sector is approximately 19,595.28 billion yuan, with a circulating market value of 17,850.96 billion yuan [3]. Gaming Market Insights - Tencent's products dominate the iOS gaming market, with titles like "Peace Elite" and "Love and Deep Space" performing strongly [16]. - Upcoming game releases include "Rust" and "PUBG: BLACK BUDGET," which are expected to generate significant interest [18]. Film Market Overview - The film "Zootopia 2" has achieved a box office of nearly 23 billion yuan within six days, with projections suggesting it could help the total annual box office exceed 500 billion yuan [27]. - The total box office for the year has reached 437.06 billion yuan, with a recovery rate of approximately 78% compared to 2019 [19][22]. Important News and Company Announcements - The establishment of the first micro-short drama export base in Shanghai marks a significant development in the media industry [27]. - Tencent's Magic Cube Studio celebrated its 15th anniversary, announcing major updates for several IP titles, indicating ongoing innovation in the gaming sector [28].

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2025年11月30日 | 狀態: 新提交 | | --- | --- | --- | | 致：香港交易及結算所有限公司 | | | | 公司名稱: | 貓眼娛樂 | | | 呈交日期: | 2025年12月3日 | | | I. 法定/註冊股本變動 | | | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01896 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 2,500,000,000 | USD | | 0.00002 USD | | 50,000 | | 增加 / 減少 (-) | | | 0 | | | USD | | 0 | | 本月底結存 | | | 2,500,000,000 | USD ...

上映的首个周末票房高达12.55亿元，《疯狂动物城2》瞬间带热了整个电影市场。 据灯塔专业版数据分析师陈晋介绍，《疯狂动物城2》上映首周六单日票房突破7.38亿元，成为中国影 史进口片单日票房冠军，同时进入中国影史单日票房榜前九名，也是唯一单日票房破7亿元的非春节档 影片；另外影片首周六单日观影人数超1875万人次，成为中国影史动画电影单日观影人数冠军，也是中 国影史单日观影人数亚军，仅次于《唐人街探案3》。 记者注意到，截止到12月1日下午16时许，《疯狂动物城2》的累计票房已达到19.78亿元，暂时位列中 国影史引进片票房榜第6位，距离2018年上映的《复仇者联盟3：无限战争》仅剩约4亿元差距。 "最近这些年的贺岁档（11月下旬至12月31日）通常是比较慢热的，直到最后一天的跨年日才会出现爆 发，然后就结束了。"一位影院管理公司的人士说，"但今年不一样的是，《疯狂动物城2》在贺岁档一 开始就点燃了观影热潮，虽然之后一段时间这股热度可能会减退，但比往年来说还是比较高的。" "给《疯狂动物城2》的排片是能稳定吸引观众的。"北京市朝阳区一家影院的工作人员说。 "《疯狂动物城2》拥有庞大的IP粉丝基础，同时影片口 ...

Core Viewpoint - Cat's Eye Entertainment (01896) saw a significant stock increase of over 4%, reaching HKD 7.19, driven by the strong performance of "Zootopia 2" in the Chinese market, which has set multiple box office records [1] Group 1: Company Performance - As of November 30, "Zootopia 2" has surpassed RMB 1.9 billion in box office revenue in China, leading to a substantial revision of total box office forecasts from RMB 2.4 billion to RMB 4.263 billion by platforms like Cat's Eye [1] - The first day of "Zootopia 2" saw over 70 brands collaborating in the Chinese market, indicating strong market engagement and promotional efforts [1] Group 2: Industry Insights - Huayuan Securities highlighted the importance of box office performance for imported films, noting that the film market is supply-driven, with successful sequels likely to stimulate viewing demand and contribute to steady growth in box office revenues [1] - CITIC Securities pointed out that Cat's Eye Entertainment's semi-annual report emphasized its IP business strategy, suggesting that current experimental operations could lead to a systematic and scalable approach to film IP management in the future, integrating promotion and IP derivatives [1]

每经AI快讯，12月1日，截至发稿，猫眼娱乐(01896.HK)涨4.49%、大麦娱乐(01060.HK)涨3.37%、欢喜 传媒(01030.HK)涨1.56%。消息面上，据报道，11月30日《疯狂动物城2》单日票房突破7亿，超过《复 仇者联盟4：终局之战》，成为中国内地影史进口片单日票房冠军。 ...

猫眼娱乐(01896)高开逾4%，截至发稿，涨4.05%，报7.19港元，成交额129.13万港元。 华源证券此前表示，关注进口片票房表现。电影市场仍是供给驱动，部分优质进口影片前作在中国市场 有较强表现，目前重点续作有望催化观影需求，从而带动电影票房市场稳步增长。中信建投（601066） 则表示，猫眼娱乐半年报首次大篇幅提及IP业务布局，现阶段通过实验性运营积累经验，未来影视IP运 营有机会规模化、成体系展开，形成宣发+IP衍生联动。 消息面上，《疯狂动物城2》周末表现超预期，刷新多项中国影史纪录。灯塔专业版数据显示，截至11 月30日，《疯狂动物城2》在中国的票房已经突破19亿元。猫眼等平台将其总票房预测从24亿元大幅上 调至42.63亿元。此外，截至《疯狂动物城2》上映首日，在中国市场与其联名的品牌超70家。 ...

Group 1 - The core viewpoint of the article highlights the strong performance of "Zootopia 2" in the Chinese market, which has exceeded expectations and set multiple box office records [1] - As of November 30, "Zootopia 2" has surpassed 1.9 billion yuan in box office revenue in China, leading to a significant increase in box office forecasts from 2.4 billion yuan to 4.263 billion yuan by platforms like Maoyan [1] - The collaboration with over 70 brands on the first day of release indicates a strong marketing strategy and potential for increased consumer engagement [1] Group 2 - Huayuan Securities has noted the importance of box office performance for imported films, suggesting that the film market is supply-driven and that successful sequels can stimulate viewing demand and contribute to steady growth in box office revenue [1] - CITIC Securities has pointed out that Maoyan Entertainment's half-year report emphasizes its focus on IP business development, indicating that experimental operations are currently in place to accumulate experience for future scalable and systematic IP operations [1]