证券代码：600977 证券简称：中国电影 公告编号：2025-036 中国电影产业集团股份有限公司 关于召开 2025 年半年度业绩说明会的公告 2025 年 8 月 27 日，中国电影产业集团股份有限公司（简称"公司"）在上 海证券交易所网站发布了《中国电影 2025 年半年度报告》《中国电影"提质增 效重回报"专项行动 2025 年度中期评估报告》等报告和公告文件。为便于广大 投资者更加全面深入地了解公司经营发展情况，公司计划召开 2025 年半年度业 绩说明会，就投资者普遍关心的问题进行交流。 一、说明会类型和安排 投资者可登陆价值在线（https://eseb.cn/1rAreW7CEmc） 网页地址或扫描右方二维码，在线参与本次业绩说明会，并通 过在线提问的方式与公司管理层进行文字互动。 二、公司出席人员注 重要内容提示： 1 / 2 会议时间：2025 年 9 月 25 日上午 10:00-11:30 召开方式：网络文字互动 网络直播地址：价值在线（www.ir-online.cn） 问题征集方式：ir@chinafilm.com 或 https://eseb.cn/1rAreW7CEmc （一 ...

格隆汇9月17日丨中国电影(600977.SH)在投资者互动平台表示，公司主出品影片《志愿军：浴血和平》 已定档9月30日。公司参与出品影片《浪浪人生》《刺杀小说家2》等将于近期上映。 ...

Group 1 - The film concept sector experienced a decline of 1.37% on September 17, with notable drops in several companies [1] - China Film saw a significant decrease of 7.03%, while Happiness Blue Ocean and Golden Shield Film fell by 6.56% and 6.07% respectively [1] - Other companies such as Jishi Media, Wanda Film, and Cultural Investment Holdings also reported declines exceeding 2% [1]

Market Overview - The film and cinema sector experienced a decline of 0.63% on September 16, with Happiness Blue Sea leading the drop [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Individual Stock Performance - Aofei Entertainment (002292) saw a closing price of 9.84, with an increase of 3.80% and a trading volume of 1.14 million shares, amounting to a transaction value of 1.098 billion [1] - Jin Yi Film (002905) closed at 13.50, up 1.58%, with a trading volume of 527,500 shares and a transaction value of 673 million [1] - Bona Film Group (001330) closed at 5.85, up 1.21%, with a trading volume of 429,200 shares and a transaction value of 248 million [1] - China Film (600977) closed at 21.35, up 0.80%, with a trading volume of 1.96 million shares and a transaction value of 4.292 billion [1] - Shanghai Film (601595) closed at 32.28, up 0.06%, with a trading volume of 142,900 shares and a transaction value of 462 million [1] - Other notable performances include Light Media (300251) down 0.72% and Ciweng Media (002343) down 0.84% [1] Capital Flow Analysis - The film and cinema sector experienced a net outflow of 9.51 billion from institutional investors, while retail investors saw a net inflow of 9.49 billion [2] - The main capital inflow and outflow for individual stocks indicate varying investor sentiment, with Aofei Entertainment seeing a net inflow of 160 million from main capital [3] - Conversely, ST Tianze (603721) experienced a significant net outflow of 13.41 million from main capital [3]

Core Viewpoint - The Chinese film industry is experiencing a surge in stock prices and optimistic projections for box office performance, particularly with a lineup of films set to release around the 2025 National Day holiday [1][2][3]. Group 1: Stock Performance - As of September 15, the film industry stocks have shown significant activity, with China Film reaching a daily limit increase and Happiness Blue Sea rising over 10% [1]. - The film industry index has increased by over 7% in September, outperforming the Shanghai Composite Index, with an average stock price increase of over 14% for film stocks [4]. - Happiness Blue Sea has seen a remarkable increase of 89.19% in September, while China Film has risen over 51% [4]. Group 2: Box Office Expectations - Industry insiders are optimistic about the box office performance for the 2025 National Day period and the entire year [2]. - The upcoming films cover a variety of genres, including historical, comedy, and animation, which is expected to drive ticket sales [1]. Group 3: Financial Performance - The total net profit for A-share film companies reached nearly 1.8 billion yuan in the first half of the year, marking the highest level since 2022 [4]. - Wanda Film and Light Media reported net profit growth exceeding 300% in the first half of the year, with Light Media achieving a net profit of 2.229 billion yuan, the highest in the industry [5]. Group 4: Future Projections - Institutions predict that companies like Jiecheng Co., Baida Qiancheng, and others will see significant net profit growth in 2025 and 2026, with Jiecheng Co. expected to exceed 80% growth [5][6]. - Ao Fei Entertainment and others are also projected to have net profit growth exceeding 26% by 2026, supported by their IP-centric strategies [7][8].

证券代码：600977 证券简称：中国电影 公告编号：2025-035 中国电影产业集团股份有限公司 股票交易异常波动公告 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 中国电影产业集团股份有限公司（简称"公司"）股票于 2025 年 9 月 11 日、9 月 12 日、9 月 15 日连续三个交易日收盘价格涨幅偏离值累计超过 20%，根据《上海证券交易所交易规则》（简称"《交易规则》"）的规定，属于 股票交易异常波动情形。 经公司自查并向控股股东、实际控制人中国电影集团公司（简称"中影 集团"）核实，截至本公告披露日，除已披露事项外，不存在应披露而未披露的 重大信息。 敬请广大投资者注意二级市场交易风险，审慎决策、理性投资。 （一）生产经营情况。截至本公告披露日，公司生产经营正常，主营业务 未发生重大变化，市场环境、行业政策不存在重大调整。 （二）重大事项情况。截至本公告披露日，公司、中影集团不存在应披露 而未披露的重大事项，包括并不限于重大资产重组、股份发行、重大交易、业 1 / 2 务重组、股份回购、股权激 ...

2025年，中国电影产业集团股份有限公司股票连续三个交易日收盘价格涨幅偏离值累计超20%，属股票 交易异常波动。经公司自查并向控股股东中影集团核实，截至公告披露日，公司生产经营正常，主营业 务、市场环境和行业政策无重大调整，不存在应披露未披露的重大事项，未发现影响股价的市场传闻、 热点概念等。公司提醒广大投资者注意二级市场交易风险，审慎决策、理性投资，信息以指定网站和媒 体公告为准。 ...

Core Insights - The film and cinema sector saw a 3.1% increase on September 15, with Happiness Blue Sea leading the gains [1] - The Shanghai Composite Index closed at 3860.5, down 0.26%, while the Shenzhen Component Index closed at 13005.77, up 0.63% [1] Stock Performance - Happiness Blue Sea (300528) closed at 32.20, up 10.65% with a trading volume of 722,700 shares [1] - China Film (600977) closed at 21.18, up 10.03% with a trading volume of 1,671,600 shares [1] - Other notable performers include: - Jiecheng Co. (300182) up 5.95% at 6.05 [1] - Hengdian Film (603103) up 4.07% at 18.68 [1] - Wanda Film (002739) up 3.18% at 12.32 [1] Capital Flow - The film and cinema sector experienced a net inflow of 31.28 million yuan from institutional investors, while retail investors contributed a net inflow of 56.62 million yuan [2] - Notable net outflows from speculative funds amounted to 87.91 million yuan [2] Individual Stock Capital Flow - Jiecheng Co. (300182) had a net inflow of 17.8 million yuan from institutional investors, but a net outflow of 64.69 million yuan from speculative funds [3] - Wanda Film (002739) saw a net inflow of 66.78 million yuan from institutional investors, with a significant net outflow of 76.31 million yuan from retail investors [3] - Happiness Blue Sea (300528) had a net inflow of 35.74 million yuan from institutional investors, while retail investors contributed a minor net inflow of 194,620 yuan [3]

Market Overview - The A-share market saw adjustments in the previously hot computing power sector, while the new energy sector performed strongly, with companies like CATL (300750) and Sungrow Power (300274) reaching historical highs [1] - The automotive parts sector experienced significant gains, with nearly 10 stocks, including Zhejiang Shibao (002703), hitting the daily limit [3][4] - The film and gaming sectors also showed strong performance, with China Film (600977) hitting the daily limit and achieving "4 boards in 7 days," with a transaction volume of 3.427 billion yuan [1] Automotive Parts Sector - The automotive parts sector surged, driven by two main catalysts: 1. The China Automotive Industry Association's initiative on payment norms for suppliers, which aims to standardize key aspects of procurement contracts [5][6] 2. The Ministry of Industry and Information Technology's "Automotive Industry Stabilization Growth Work Plan (2025-2026)," targeting a vehicle sales goal of approximately 32.3 million units in 2025, with a focus on new energy vehicles [6] - Key stocks in the automotive parts sector included: - Kaiter Holdings (832978) +13.56% over the last five days - Haon Automotive (301488) +11.96% over the last five days [4] Film and Entertainment Sector - The film sector saw renewed activity, with China Film and Happiness Blue Sea (300528) both experiencing significant gains [8] - Upcoming film releases around the National Day holiday are expected to boost box office performance, with pre-sale figures for the film "731" exceeding 64 million yuan and over 4.4 million people expressing interest [12] - The film industry has seen positive trends, with total box office revenue surpassing 40 billion yuan by September 13, 2025, indicating a faster recovery compared to the previous year [12]

Market Overview - The three major indices in China experienced collective gains in early trading, with a mixed performance in the afternoon session [1] - The Shanghai Composite Index closed at 3860.50 points, down 0.26%, with a trading volume of 986.17 billion yuan [1] - The Shenzhen Component Index closed at 13005.77 points, up 0.63%, with a trading volume of 1,291.21 billion yuan [1] - The ChiNext Index closed at 3066.18 points, up 1.52%, with a trading volume of 616.54 billion yuan [1] Sector Performance - The automotive industry chain stocks were active throughout the day, with the auto parts sector strengthening in the afternoon [1] - Notable stocks such as Di Sheng Li reached the daily limit [1] - The energy storage concept saw a surge, with Ningde Times hitting a record high during trading [1] - The film and cinema sector also saw gains, with China Film reaching the daily limit [1] - Other sectors with significant gains included CRO concepts, pre-made dishes, gaming, and pork concepts [1] - Conversely, sectors such as soft drinks, communication equipment, and banking showed weak performance [1]