2月9日，《黑神话：悟空》制作人冯骥发文谈及Seedance2.0时表示："昨天试了试即梦刚上线的 Seedance2.0。它在使用手册标题的最后，写着Kill the game!（杀死比赛）。这个评价，相当客观。 AIGC的童年时代，结束了。" 2月10日，影视（核心股）板块持续走高，截至发稿，博纳影业、上海电影、浙文影业、横店影视、文 投控股等10CM涨停，光线传媒（核心股）、中国电影、金逸影视等跟涨。其中，横店影视9天7板再创 新高。 | 代码 | 名称 | 涨幅%√ | 现价 | | --- | --- | --- | --- | | 300182 捷成股份 | | +20.03% | 8.45 | | 600715 | 文投控股 | +10.13% | 2.61 | | 000892 | 欢瑞世纪 | +10.06% | 8.97 | | 601595 上海电影 | | +9.99% | 35.78 | | 603103 | 横店影视 | +9.99% | 40.41 | | 001330 | 博纳影业 | +9.96% | 12.47 | | 300251 | 光线传媒 | +7.93% | 22 ...

Group 1 - The film and entertainment sector continues to rise, with stocks such as WenTou Holdings, Huanrui Century, Shanghai Film, Hengdian Film, and Bona Film reaching their daily limit [1] - Notable stock price increases include: Jiecheng Co. (+20.03%), WenTou Holdings (+10.13%), Huanrui Century (+10.06%), Shanghai Film (+9.99%), Hengdian Film (+9.99%), and Bona Film (+9.96%) [2] - As of February 9, the pre-sale box office for new films during the 2026 Spring Festival has exceeded 70 million yuan, with total box office projections for the festival estimated between 6.5 billion and 8.5 billion yuan [2] Group 2 - Six films have been scheduled for release on the first day of the Lunar New Year, including "Fast Life 3" and "Panda Plan: Tribal Adventure" [3] - ByteDance's Seedance 2.0 AI video generation model has gained significant attention, capable of creating movie-quality videos based on text or images, which may enhance the demand for specialized multimedia databases in the film and advertising industries [3] - Multiple brokerage reports highlight that Seedance 2.0 represents a breakthrough in multimodal generation, potentially leading to a surge in demand for AI-generated content and specialized corpora [3]

Core Viewpoint - The company aims to leverage its advantages in AI computing power and digital economy in Zhejiang to enhance its film and cultural resources, focusing on the integration of AI technology in the film industry [2] Group 1 - The company plans to explore new scenarios and possibilities by gradually implementing "AI + Film" strategies [2] - The company intends to empower the film industry through emerging AI technologies, aiming for innovative industrial scenarios [2] - The goal is to achieve intelligent upgrades in the film production process over time [2]

Market Overview - The gaming sector experienced a decline of 2.44% on February 4, with Shunwang Technology leading the drop [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] Individual Stock Performance - Key gainers included: - Kunlun Wanwei (300418) with a closing price of 58.88, up 5.39%, and a trading volume of 1.6398 million shares, totaling 9.894 billion yuan [1] - Mingchen Health (002919) closed at 26.14, up 4.02%, with a trading volume of 117,200 shares, totaling 303 million yuan [1] - Key losers included: - Shunwang Technology (300113) closed at 25.84, down 7.32%, with a trading volume of 937,900 shares, totaling 241.6 million yuan [2] - Perfect World (002624) closed at 17.51, down 5.76%, with a trading volume of 598,900 shares, totaling 1.065 billion yuan [2] Capital Flow Analysis - The gaming sector saw a net outflow of 1.29 billion yuan from major funds, while retail investors contributed a net inflow of 836 million yuan [2] - Notable capital flows included: - Kunlun Wanwei (300418) had a net inflow from major funds of 6.95 billion yuan, while retail investors had a net outflow of 3.36 billion yuan [3] - Mingchen Health (002919) saw a net inflow from major funds of 28.51 million yuan, but a net outflow from retail investors of 32.52 million yuan [3]

Market Overview - The gaming sector increased by 3.25% on February 3, with Shunwang Technology leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] Individual Stock Performance - Shunwang Technology (300113) closed at 27.88, up 13.80%, with a trading volume of 1.18 million shares and a transaction value of 3.22 billion [1] - Xunyou Technology (300467) closed at 34.39, up 9.56%, with a trading volume of 109,800 shares and a transaction value of 372 million [1] - ZheShu Culture (600633) closed at 16.10, up 6.20%, with a trading volume of 763,500 shares and a transaction value of 1.22 billion [1] - Other notable performers include Yuqu Technology (300315) up 6.09%, Kunlun Wanwei (300418) up 6.02%, and Perfect World (002624) up 5.57% [1] Fund Flow Analysis - The gaming sector experienced a net outflow of 603 million from institutional investors, while retail investors saw a net inflow of 1.03 billion [2] - Major stocks like Shunwang Technology had a net inflow of 159 million from institutional investors, but a net outflow of 91.83 million from speculative funds [3] - Other stocks like Kunlun Wanwei and Xunyou Technology also showed mixed fund flows, with varying levels of net inflows and outflows from different investor types [3] ETF Performance - The Gaming ETF (159869) tracking the China Animation and Gaming Index saw a decline of 1.97% over the past five days, with a current P/E ratio of 41.24 [5] - The Food and Beverage ETF (515170) increased by 2.42% over the past five days, with a P/E ratio of 20.04 [5]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600715 证券简称：文投控股（维权） 编号：2026-002 文投控股股份有限公司 2025年年度业绩预亏公告 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。 重要内容提示： ● 业绩预告的具体适用情形：净利润为负； ● 经文投控股股份有限公司（以下简称"公司"）财务部门初步测算，预计公司2025年度实现营业收入 30,500万元至33,000万元，实现扣除与主营业务无关的业务收入和不具备商业实质的收入后的营业收入 30,500万元至33,000万元；预计公司2025年度实现归属于上市公司股东的净利润-4,000万元至-6,000万 元，实现归属于上市公司股东的扣除非经常性损益后的净利润-4,000万元至-6,000万元。 一、本期业绩预告情况 （一）业绩预告期间 2025年1月1日至2025年12月31日。 （二）业绩预告情况 经公司财务部门初步测算，预计公司2025年度实现营业收入30,500万元至33,000万元，实现扣除与主营 业务无关的业务收入和不具备商 ...

游戏业务方面，公司在做好存量游戏运营、迭代的同时，全面加速新游戏的研发与投入，并通过强化自 身发行能力和渠道优势，进一步提升游戏业务"研运一体"能力。截至目前，公司已完成《攻城天下》小 程序版、《时光冒险家》、《英雄扛得住》(原《幻境旅团》)、《文明》等新游戏的立项与储备。但受 存量游戏《攻城三国》《攻城天下》生命周期影响，同时叠加新游戏研发投入增加且尚未实现商业化， 公司游戏业务收入、利润同比出现下滑。 影城业务方面，公司通过强化精细化管理和多业态运营模式，综合运营成本有所下降，非票房收入占比 提升，同时叠加电影票房市场增长强劲，公司影城业务同比实现大幅减亏。但由于公司通过司法重整剥 离了部分低效影城，本期在营影城数量较去年同期减少，导致公司影城业务收入同比出现下滑。 格隆汇1月30日丨文投控股(600715.SH)公布，经公司财务部门初步测算，预计公司2025年度实现营业收 入3.05亿元至3.3亿元，实现扣除与主营业务无关的业务收入和不具备商业实质的收入后的营业收入3.05 亿元至3.3亿元；预计公司2025年度实现归属于上市公司股东的净利润-4000万元至-6000万元，实现归属 于上市公司股东的扣除 ...

影城业务方面，公司通过强化精细化管理和多业态运营模式，综合运营成本有所下降，非票房收入占比 提升，同时叠加电影票房市场增长强劲，公司影城业务同比实现大幅减亏。但由于公司通过司法重整剥 离了部分低效影城，本期在营影城数量较去年同期减少，导致公司影城业务收入同比出现下滑。 格隆汇1月30日丨文投控股(600715.SH)公布，经公司财务部门初步测算，预计公司2025年度实现营业收 入3.05亿元至3.3亿元，实现扣除与主营业务无关的业务收入和不具备商业实质的收入后的营业收入3.05 亿元至3.3亿元；预计公司2025年度实现归属于上市公司股东的净利润-4000万元至-6000万元，实现归属 于上市公司股东的扣除非经常性损益后的净利润-4000万元至-6000万元。 本期业绩预亏的主要原因：2025年，公司依托司法重整成果，全面聚焦存量主营业务转型发展与提质增 效，充分发挥产业协同优势，不断探索和布局增量业务，在生产经营端取得了积极成效，较上年同期实 现大幅减亏。 游戏业务方面，公司在做好存量游戏运营、迭代的同时，全面加速新游戏的研发与投入，并通过强化自 身发行能力和渠道优势，进一步提升游戏业务"研运一体"能力。截 ...

经文投控股股份有限公司（以下简称"公司"）财务部门初步测算，预 计公司 2025 年度实现营业收入 30,500 万元至 33,000 万元，实现扣除与主营业 务无关的业务收入和不具备商业实质的收入后的营业收入 30,500 万元至 33,000 万元；预计公司 2025 年度实现归属于上市公司股东的净利润-4,000 万元至 -6,000 万元，实现归属于上市公司股东的扣除非经常性损益后的净利润-4,000 万元至-6,000 万元。 证券代码：600715 证券简称：文投控股 编号：2026-002 文投控股股份有限公司 2025 年年度业绩预亏公告 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。 重要内容提示： 业绩预告的具体适用情形：净利润为负； 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 （二） 业绩预告情况 经公司财务部门初步测算，预计公司 2025 年度实现营业收入 30,500 万元至 33,000 万元，实现扣除与主营业务无关的业务收入和不具备 ...

Core Viewpoint - The A-share film industry stocks have shown strong performance against the market trend, with several key stocks experiencing significant gains ahead of the upcoming Chinese New Year film releases [1][2]. Group 1: Stock Performance - Happiness Blue Sea (幸福蓝海) increased by over 11%, while Hengdian Film (横店影视) achieved a two-day consecutive limit-up [1]. - Light Media (光线传媒) rose by over 9%, and Golden Screen Media (金逸影视) saw an increase of over 7% [1]. - Bona Film (博纳影业) and Huace Film (华策影视) grew by over 4% and 3% respectively, while China Film (中国电影) and Shanghai Film (上海电影) both increased by over 2% [1]. Group 2: Upcoming Film Releases - As of January 28, 2026, six domestic films have been officially scheduled for release on February 17, the first day of the Lunar New Year [1]. - According to a report by China International Capital Corporation (中金公司), the effective screening days for the 2026 Spring Festival are expected to remain at 7 days, consistent with 2025 [1]. Group 3: Box Office Projections - The projected box office revenue for the 2026 Spring Festival, including service fees, is estimated to be approximately 6.5 billion, 7.5 billion, and 8.5 billion yuan under conservative, neutral, and optimistic scenarios respectively [1].