以下文章来源于市值观察 ，作者市值观察 市值观察 . 聚焦上市公司市值与价值 多部影片再度掀起激战。 文 ｜ 云潭 来源｜ 市值观察（ID：shizhiguancha） 封面来源 ｜ Unsplash 一年前的春节档， 《哪吒 2》以 雷霆万钧 之势改写 世界 影史 ， 主投方和发行方 光线传媒成为最大赢家，一个季度豪赚 2 0 亿元，股价一度飙升 3 00% 一年之后， 2 026 春节档如期而至，多部影片再度掀起激战。那么，今年，谁将复制光线传媒的神话？ 。 多强争霸 2 026 年的光影盛宴即将开启。 根据 灯塔专业版发布的《 2026年春节档前瞻》， 截至 2月6日 ，已有 8部影片定档 ，八雄角逐的战势已经拉开 。 这 8 部影片分别是 《飞驰人生 3》《惊蛰无声》《镖人：风起大漠》《熊出没·年年有熊》《星河入梦》《熊猫计划之部落奇遇记》《重返·狼群》 和 《夜王》 ， 喜剧、悬疑、武侠、动画、剧情、萌宠 、 奇幻、 纪录片 等各种类型 不一而足 。 另外 ， 网上呼声很高的《转念花开》《神探之痕迹》《欢迎来龙餐馆》《澎湖海战》 ，目前还 没有确切 的 消 息 。 考虑到往年春节档期普遍为 6到7部 ...

股价表现方面，南京新百近7天呈震荡走弱态势。截至2月11日收盘，股价报7.11元，单日下跌0.56%； 区间最高价为7.25元（2月5日），最低价为7.08元（2月6日）。资金流向显示，2月11日主力资金净流出 2166.28万元，散户资金流入占比31%。融资融券余额从2月6日的3.69亿元微降至2月10日的3.62亿元， 融券余量增至14.36万股。 以上内容基于公开资料整理，不构成投资建议。 经济观察网 近7天，南京新百（600682）热点集中于资金面变化和股价波动，主要受2025年业绩预亏公 告（1月19日发布）的持续影响。根据报道，2月10日融资净卖出658.57万元，融资余额降至3.61亿元， 反映市场情绪谨慎。同时，股价延续下行趋势，区间累计跌幅约0.70%。 股票近期走势 ...

Core Viewpoint - The 2026 Spring Festival film market is expected to see intense competition among multiple films, moving away from last year's dominance of a single blockbuster, with no clear frontrunner emerging [10][9]. Group 1: Film Competition Landscape - Eight films are set to compete in the 2026 Spring Festival box office, including genres such as comedy, suspense, martial arts, animation, and documentary [5][6]. - The films include "Flying Life 3," "Silent Awakening," "Biao Ren: Wind Rises in the Desert," "Boonie Bears: Year of the Bear," "Star River in Dream," "Panda Plan: Tribal Adventure," "Return of the Wolf Pack," and "Night King," with the main competition likely among the first six films [5][6]. - The competition is characterized by a lack of a definitive blockbuster, with films appealing to diverse audience segments, leading to a "multi-strong competition" scenario [10][9]. Group 2: Box Office Predictions and Trends - The 2026 Spring Festival holiday spans nine days, providing ample time for audience engagement and potential box office growth, with early predictions suggesting a strong performance [16][17]. - As of February 1, 2026, the annual box office has already surpassed 2 billion yuan, indicating a positive trend leading into the festival [16]. - "Flying Life 3" is projected to lead the box office with an estimated revenue of 2.5 to 3 billion yuan, benefiting from a strong fan base and previous successful installments [22][19]. Group 3: Individual Film Insights - "Silent Awakening," directed by Zhang Yimou, features a star-studded cast but faces potential narrative challenges due to its new screenwriter [23][24]. - "Biao Ren: Wind Rises in the Desert," directed by Yuen Woo-ping, aims to attract audiences with its martial arts theme but must overcome recent negative perceptions of the genre [23][24]. - "Boonie Bears: Year of the Bear" is noted for its low production costs and high return rates, making it a unique contender in the festival [26][27]. Group 4: Market Dynamics and Investor Sentiment - The film industry is inherently unpredictable, with both high-profile directors and low-budget films capable of surprising success [28]. - The stock market has shown increased interest in film-related companies, particularly those associated with anticipated blockbusters, reflecting investor optimism ahead of the festival [28][17]. - However, there are concerns that once box office expectations are met, stock prices may experience a rapid decline, highlighting the need for caution among investors [28].

证券代码：600682证券简称：南京新百 公告编号：临2026-003 南京新街口百货商店股份有限公司 关于变更签字注册会计师的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 南京新街口百货商店股份有限公司（以下简称公司）于2025年4月28日召开了第十届董事会第十七次会 议、2025年5月21日召开了2024年年度股东大会，分别审议通过了《关于续聘公司年度审计机构并支付 其报酬的议案》，同意续聘北京中名国成会计师事务所（特殊普通合伙）（以下简称中名国成）为公司 2025年度财务报告及内部控制审计机构。具体内容详见公司在上海证券交易所网站披露的《南京新百关 于续聘会计师事务所的公告》（公告编号：临2025-007）。 中名国成原指派李继军、孔红作为签字注册会计师，苗树东作为项目质量复核人员，共同为公司提供审 计服务。因内部工作调整，中名国成指派孔红、钱承林作为签字注册会计师完成相关审计工作，王鹏作 为质控复核人替苖树东完成相关复核工作。本次变更后，签字注册会计师为孔红、钱承林，质控复核人 为王鹏。 二、本次变更签字注册会 ...

证券代码：600682 证券简称：南京新百 公告编号：临 2026-003 南京新街口百货商店股份有限公司 关于变更签字注册会计师的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏，并对其内容的真实性、准确性和完整性承担法律责任。 南京新街口百货商店股份有限公司（以下简称公司）于 2025 年 4 月 28 日召 开了第十届董事会第十七次会议、2025 年 5 月 21 日召开了 2024 年年度股东大 会，分别审议通过了《关于续聘公司年度审计机构并支付其报酬的议案》，同意 续聘北京中名国成会计师事务所（特殊普通合伙）（以下简称中名国成）为公司 2025 年度财务报告及内部控制审计机构。具体内容详见公司在上海证券交易所 网站披露的《南京新百关于续聘会计师事务所的公告》（公告编号：临 2025-007）。 近日，公司收到中名国成《关于变更签字注册会计师的告知函》，现将相关 情况公告如下： 一、本次变更签字注册会计师的情况 中名国成原指派李继军、孔红作为签字注册会计师，苗树东作为项目质量复 核人员，共同为公司提供审计服务。因内部工作调整，中名国成指派孔红、钱承 林作为签字注册 ...

这组数据，来自中国电影资料馆"电影经济贡献统计"课题研究。翻开这册"账本"，我们能看到哪些重要 信息？"电影+"，为什么能加出新场景、新业态？与消费一起升级的电影，有哪些"变"与"不变"？记者 对话中国电影资料馆"电影经济贡献统计"课题组负责人汪忆岚、中国社会科学院工业经济研究所研究员 郭朝先和上影集团党委书记、董事长王隽，一同解读中国电影的"经济账"。 从电影到手办，从零售到旅游，还记得"点燃"消费市场的"哪吒"和"浪浪山"吗？ 国家电影局近期发布数据，据不完全统计，2025年中国电影全产业链产值达8172.59亿元、票房拉动系 数约为1∶15.77，均位居全球前列。 读数据 中国电影正在告别"一张电影票" 记者：2025年中国电影票房为518.32亿元，本次测算的2025年中国电影全产业链产值为8172.59亿元。票 房500亿+和全产业链产值8100亿+，二者是什么关系？ 汪忆岚：两者间的"量级差距"，并不是简单的"放大关系"。票房，仅仅是电影产业生态中的一个节点数 据。优秀电影通过文化影响力，持续释放社会效益与经济影响。电影生产端的创造性投入、流通端对上 下游行业的带动，以及优质电影内容对大文娱消费领 ...

Market Overview - The comprehensive sector declined by 0.36% compared to the previous trading day, with Zongyi Co. leading the decline [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] Stock Performance - Notable gainers included: - Teda Co. (Code: 000652) with a closing price of 4.47, up 1.82% on a trading volume of 465,500 shares and a turnover of 207 million yuan [1] - Teli A (Code: 000025) with a closing price of 19.29, up 1.79% on a trading volume of 220,400 shares and a turnover of 42.7 million yuan [1] - Nanjing Public Utilities (Code: 000421) with a closing price of 7.39, up 1.51% on a trading volume of 225,900 shares and a turnover of 166 million yuan [1] - Notable decliners included: - Zongyi Co. (Code: 600770) with a closing price of 6.36, down 3.78% on a trading volume of 1,099,200 shares and a turnover of 705 million yuan [2] - Sanmu Group (Code: 000632) with a closing price of 5.24, down 3.14% on a trading volume of 297,900 shares and a turnover of 156 million yuan [2] - Zhangzhou Development (Code: 000753) with a closing price of 7.48, down 2.86% on a trading volume of 368,100 shares and a turnover of 278 million yuan [2] Capital Flow - The comprehensive sector experienced a net outflow of 175 million yuan from main funds, while retail funds saw a net inflow of 78.95 million yuan [2] - The detailed capital flow for selected stocks showed: - Yuegui Co. (Code: 000833) had a main fund net inflow of 36.89 million yuan, but a net outflow from retail funds of 22.58 million yuan [3] - Nanjing Public Utilities (Code: 000421) had a main fund net inflow of 11.50 million yuan, with a net outflow from retail funds of 5.39 million yuan [3] - Tianchen Co. (Code: 600620) had a significant main fund net outflow of 9.34 million yuan, but a net inflow from retail funds of 11.27 million yuan [3]

从资金流向上来看，当日综合板块主力资金净流出1.04亿元，游资资金净流入761.03万元，散户资金净流 入9644.56万元。综合板块个股资金流向见下表： 证券之星消息，1月20日综合板块较上一交易日下跌2.09%，南京新百领跌。当日上证指数报收于 4113.65，下跌0.01%。深证成指报收于14155.63，下跌0.97%。综合板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000523 | 红棉股份 | 4.24 | 10.13% | 124.36万 | 5.09亿 | | 600805 | 倪达投资 | 5.91 | 2.07% | 21.07万 | 1.23亿 | | 000652 | 泰达股份 | 4.33 | 1.17% | 18.78万 | 8063.58万 | | 000025 | 特 力A | 18.57 | 0.98% | - 10.61万 | 1.96/Z | | 600689 | 上海三毛 | 13.89 | 0.65% | 2.75万 | 381 ...

报告期内，子公司世鼎香港控制的Dendreon公司产品PROVENGE销售不及预期，导致其经营业绩大幅下滑，减少净利润约2.22亿元；同时，公司拟计提商 誉及无形资产减值准备合计约9.97亿元，致使业绩同比转亏。 南京新百(600682.SH)跌停，报7.78元，近几日走出大涨大跌的"A杀"行情，总市值104.65亿元。 消息上，南京新百昨日盘后公告称，公司预计2025年归属于上市公司股东的净利润为亏损8.39亿元-10.26亿元，上年同期为盈利2.3亿元。 ...

Major Events - Hualing Cable announced the termination of the acquisition of control over Xingxin Aerospace due to failure to reach consensus on specific agreement terms, stating that this decision will not adversely affect its operations or financial status [1] - Xianglu Tungsten Industry expects a net profit of 125 million to 180 million yuan for 2025, driven by continuous price increases in tungsten raw materials and improved market conditions [1] Company Announcements - Zhongwei Semiconductor is set to launch its first non-volatile memory chip, a low-power SPI NOR Flash with a capacity of 4M bits, filling a product gap in the Flash sector [2] - Nanshan Aluminum plans to invest approximately 437 million USD in a 250,000-ton electrolytic aluminum project in Indonesia [4] - Xinfengming intends to acquire a 35% stake in Dushan Port Development to enhance its supply chain capabilities [5] - Jiangxi Copper signed a cooperation framework agreement with China Ordnance Material Group for the purchase and sale of copper and nickel products [6] Performance Forecasts - Wan Tong Development expects a net loss of 500 million to 750 million yuan for 2025, attributed to strategic shifts and increased impairment losses [12] - Hunan YN anticipates a net profit of 1.15 billion to 1.4 billion yuan for 2025, driven by growth in lithium battery materials [13] - Tianjian Technology forecasts a net loss of 176 million to 250 million yuan for 2025, with potential delisting risk due to financial performance [14] - Leading companies like Guotou Securities and Xiangcai Securities project significant profit growth for 2025, with Guotou expecting 3.42 billion yuan, a 35.18% increase [27][28] Industry Trends - The tungsten market is experiencing improved supply-demand dynamics, benefiting companies like Xianglu Tungsten [1] - The photovoltaic industry continues to face challenges, with companies like Trina Solar projecting substantial losses due to market pressures [19] - The aluminum sector is seeing investment growth, particularly in overseas projects, as indicated by Nanshan Aluminum's plans [4] Stock Movements - Hualing Cable's stock will not be adversely affected by the termination of the acquisition [1] - Companies like Hunan YN and Guotou Securities are expected to see positive stock performance due to favorable profit forecasts [13][27]