股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：山上 A股市场影视动漫股跌幅进一步扩大，其中，光线传媒20CM跌停，幸福蓝海跌近18%，博纳影业、横店影 视、中国电影、金逸影视10CM跌停，上海电影、万达电影逼近跌停，欢瑞世纪、捷成股份跌超7%，华策 影视跌超5%。 | | | | | 影视动漫板块个股 | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 | 代码 | 名称 | | 涨幅% ↑ | 总市值 | 年初至今涨幅% | | 1 | 300251 | 光线传媒 | 1 | -19.99 | 639亿 | 32.97 | | 2 | 300528 | 幸福临海 | Î | -17.89 | 75.23 Z | -2.89 | | 3 | 001330 | 博纳影业 | 1 | -10.02 | 158亿 | 51.18 | | 4 | 603103 | 横店影视 | 1 | -10.00 | 199亿 | 89.45 | | 5 | 002905 | 金逸影视 | 演 | -9.98 | 41.73亿 | -1.86 | | 6 | 60 ...

经济观察网 近期，传媒板块受AI技术突破影响显著。2026年2月10日，新一代AI视频生成模型Seedance 2.0发布，市场预期该技术将推动影视内容制作降本增效，引发A股传媒板块涨停潮。同期，精神文明建 设政策为文化传媒板块注入动力，中视传媒（600088）等公司可能受益于正能量宣传导向。这些事件共 同催化了行业短期波动。 股票近期走势 机构观点 证券之星2026年2月13日分析指出，中视传媒相对估值区间为14.78-16.33元，当前股价处于偏高区间； 基本面方面，公司护城河和盈利能力一般，未来营收成长性较差。机构评级整体偏中性，暂无最新目标 价或盈利预测调整。华泰证券报告认为，Seedance 2.0等技术迭代利好拥有IP储备或能结合AI工具的内 容公司，但需警惕概念炒作后的回调风险。 以上内容基于公开资料整理，不构成投资建议。 中视传媒股价在近7天呈现"过山车"行情。2026年2月10日，股价涨停，收盘报20.01元，单日涨幅 10.01%；但随后连续回调，截至2月13日收盘价17.79元，较2月10日高点回落11.1%。资金流向显示，2 月12日主力资金净流出2064.31万元，反映短期获利盘压力 ...

Core Viewpoint - The film industry sector in China is experiencing a significant rally, with multiple companies seeing substantial stock price increases, indicating positive market sentiment and potential growth opportunities in the sector [1] Group 1: Stock Performance - Chinese film companies such as China Film, Light Media, Shanghai Film, Hengdian Film, Bona Film, and Zhejiang Culture have reached their daily price limits [1] - Light Media and Wanda Film are approaching their daily price limits as well, reflecting strong investor interest [1] - Happiness Blue Sea and Huace Film have surged over 15%, while Huayi Brothers, Beijing Culture, and China Vision Media are also experiencing upward movement [1]

Core Viewpoint - The A-share market for film and television stocks has shown significant strength, with multiple companies experiencing substantial gains, indicating a positive sentiment in the industry ahead of the 2026 Spring Festival film release [1] Group 1: Stock Performance - Jiecheng Co. saw a 20.03% increase, reaching a market capitalization of 22.5 billion [2] - Light Media experienced a 14.88% rise, with a total market value of 71.8 billion [2] - Other notable performers include WenTou Holdings (+10.13%, 10.6 billion), Huanrui Century (+10.06%, 8.799 billion), and Shanghai Film (+9.99%, 16 billion) [2] - Hengdian Film achieved a historical high with a 9.99% increase, bringing its market cap to 25.6 billion [2] - The overall trend shows that several companies, including Bona Film and Happiness Blue Sea, also recorded gains exceeding 9% [1][2] Group 2: Box Office Projections - As of February 9, the pre-sale box office for new films during the 2026 Spring Festival has surpassed 70 million yuan [1] - CICC's report estimates that the total box office for this year's Spring Festival could range between 6.5 billion and 8.5 billion yuan, emphasizing the importance of leading films in determining the final box office outcome [1]

Group 1 - The A-share market saw a collective surge in film stocks, with notable performances including a 20% increase in Jiecheng Co., a nearly 15% rise in Light Media, and several other companies reaching their daily limit of 10% increase [1] - The pre-sale box office for new films during the 2026 Spring Festival has exceeded 70 million yuan as of February 9, indicating strong market interest [1] - According to a report by China International Capital Corporation (CICC), the total box office for this year's Spring Festival is expected to range between 6.5 billion yuan and 8.5 billion yuan, with the performance of leading films playing a crucial role in determining the final box office outcome [1] Group 2 - Jiecheng Co. has a market capitalization of 22.5 billion yuan and has seen a year-to-date increase of 53.08% [2] - Light Media has a market capitalization of 71.8 billion yuan and a year-to-date increase of 49.39% [2] - Hengdian Film has achieved a remarkable year-to-date increase of 143.73%, with a market capitalization of 25.6 billion yuan [2]

Group 1 - The core viewpoint of the article is that China Central Television's virtual host "Xiao 8" was produced by Zhongshi North and does not utilize AI modeling or motion capture, indicating a focus on traditional media production methods [1] - The company is exploring the application of AI in daily tasks such as subtitle proofreading and creative design, suggesting a potential shift towards integrating technology in its operations [1]

Group 1 - The film and cinema sector saw a significant increase of 3.28% on January 30, with Hengdian Film leading the gains [1] - The Shanghai Composite Index closed at 4117.95, down 0.96%, while the Shenzhen Component Index closed at 14205.89, down 0.66% [1] - Key stocks in the film and cinema sector showed notable price increases, with Hengdian Film rising by 10.01% to a closing price of 25.50 [1] Group 2 - The film and cinema sector experienced a net inflow of 542 million yuan from institutional investors, while retail investors saw a net outflow of 768 million yuan [2] - Major stocks such as China Film and Wanda Film attracted significant net inflows from institutional investors, with China Film receiving 206 million yuan [3] - Retail investors showed a negative trend in several stocks, with significant outflows from Happiness Blue Sea and Huayi Brothers [3]

Group 1 - The film and theater sector saw an increase of 2.41% on January 29, with Hengdian Film leading the gains [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] - Key stocks in the film and theater sector included Hengdian Film, which rose by 10.01% to a closing price of 23.18, and Baida Qiancheng, which increased by 7.03% to 9.13 [1] Group 2 - The film and theater sector experienced a net inflow of 202 million yuan from main funds, while retail investors saw a net outflow of 47.68 million yuan [2] - Major stocks with significant fund flows included Light Media, which had a net inflow of 113 million yuan from main funds, and China Film, which saw a net inflow of 52.99 million yuan [3] - Hengdian Film had a net inflow of 47.45 million yuan from main funds, but experienced a net outflow of 32.46 million yuan from retail investors [3]

Market Overview - The film and theater sector experienced a decline of 0.68% on January 28, with Huayi Brothers leading the drop [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] Individual Stock Performance - Hengdian Film (603103) saw a closing price of 21.07, with an increase of 4.57% and a trading volume of 155,400 shares, totaling a transaction value of 331 million yuan [1] - Light Media (300251) closed at 17.89, up 1.07%, with a trading volume of 709,300 shares and a transaction value of 1.267 billion yuan [1] - Huayi Brothers (300027) closed at 2.20, up 0.46%, with a trading volume of 645,600 shares and a transaction value of 14.2 million yuan [1] - The biggest decline was seen in Huayi Century (000892), which closed at 7.80, down 5.34%, with a trading volume of 516,300 shares and a transaction value of 410 million yuan [2] Capital Flow Analysis - The film and theater sector experienced a net outflow of 244 million yuan from institutional investors, while retail investors saw a net inflow of 143 million yuan [2] - The capital flow for individual stocks showed that Light Media had a net inflow of 13.9 million yuan from institutional investors, while Huayi Brothers had a net outflow of 22.49 million yuan from retail investors [3] - Overall, retail investors contributed positively to the sector, with a net inflow of 143 million yuan, indicating a potential interest in the sector despite the overall decline [2][3]

Market Overview - The film and cinema sector experienced a decline of 0.24% on January 26, with Baida Qiancheng leading the drop [1] - The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1] Individual Stock Performance - Bona Film Group (001330) saw a closing price of 9.76, with an increase of 4.72% and a trading volume of 1.5779 million shares, amounting to a transaction value of 1.524 billion [1] - Hengdian Film (603103) closed at 19.97, up 3.26%, with a trading volume of 121,900 shares and a transaction value of 242 million [1] - Wanda Film (002739) closed at 11.75, up 1.12%, with a trading volume of 686,100 shares and a transaction value of 806 million [1] - Baida Qiancheng (300291) led the decline with a closing price of 9.06, down 6.98%, and a trading volume of 658,000 shares, resulting in a transaction value of 604 million [2] - Shanghai Film (601595) closed at 29.19, down 3.70%, with a trading volume of 137,100 shares and a transaction value of 403 million [2] Capital Flow Analysis - The film and cinema sector experienced a net outflow of 294 million from institutional investors, while retail investors saw a net inflow of 10.7 million [2] - Major stocks like Light Media (300251) had a net inflow of 68.36 million from institutional investors, while Bona Film Group (001330) had a net inflow of 49.62 million [3] - Conversely, stocks like Huayi Brothers (300027) and China Film (600088) experienced net outflows of 8.87 million and 7.27 million from institutional investors, respectively [3]