证券之星消息，2月4日出版板块较上一交易日下跌0.93%，荣信文化领跌。当日上证指数报收于4102.2， 上涨0.85%。深证成指报收于14156.27，上涨0.21%。出版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) | | | --- | --- | --- | --- | --- | --- | --- | | 000719 | 中原传媒 | 13.44 | 5.16% | 46.13万 | | 6.26亿 | | 6668209 | 读者传媒 | 7.89 | 1.15% | 21.78万 | | 1.72亿 | | 601921 | 浙版传媒 | 8.39 | 0.96% | 25.34万 | | 2.13亿 | | 600757 | 长江传媒 | 9.17 | 0.77% | ﺎ 11.23万 | | 1.02亿 | | 601928 | 凤凰传媒 | 10.11 | 0.70% | 11.31万 | | 1.14亿 | | 600229 | 城市传媒 | 6.84 | 0.44% | 6.62万 | | 4528.73万 | | 60037 ...

证券之星消息，2月3日出版板块较上一交易日上涨1.52%，中文在线领涨。当日上证指数报收于 4067.74，上涨1.29%。深证成指报收于14127.1，上涨2.19%。出版板块个股涨跌见下表： 从资金流向上来看，当日出版板块主力资金净流出1.71亿元，游资资金净流出7116.42万元，散户资金净 流入2.42亿元。出版板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300364 | 中文在线 | 31.91 | 4.01% | 58.87万 | 18.55 亿 | | 002181 | 寧传媒 | 12.38 | 3.25% | 125.44万 | 15.36亿 | | 601900 | 南方传媒 | 15.30 | 2.68% | - 14.60万 | 2.22亿 | | 601858 | 中国科传 | 21.16 | 2.27% | 10.36万 | 2.18亿 | | 601801 | 皖新传媒 | 6.93 | 2.21% | 14.68万 | 1.01亿 | ...

I. 法定/註冊股本變動 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: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 新華文軒出版傳媒股份有限公司 呈交日期: 2026年2月3日 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00811 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 441,937,100 | RMB | | 1 RMB | | 441,937,100 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 441,937,100 | RMB | | 1 RMB | | 441,937,100 | | 2. 股份分類 | 普通股 | 股份類別 | A | | 於香港 ...

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: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 新華文軒出版傳媒股份有限公司 呈交日期: 2026年2月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00811 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 441,937,100 | RMB | | 1 RMB | | 441,937,100 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 441,937,100 | RMB | | 1 RMB | | 441,937,100 | | 2. 股份分類 | 普通股 | 股份類別 | A | | 於香港 ...

证券之星消息，2月2日出版板块较上一交易日下跌1.67%，荣信文化领跌。当日上证指数报收于 4015.75，下跌2.48%。深证成指报收于13824.35，下跌2.69%。出版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) | | --- | --- | --- | --- | --- | --- | | 601811 | 新华文轩 | 15.72 | 0.96% | 14.00万 | 2.23亿 | | 300654 | 世纪天鸿 | 12.45 | 0.65% | 31.27万 | 3.93亿 | | 666109 | 出版传媒 | 7.53 | -0.26% | 8.16万 | 6212.70万 | | 603096 | 新经典 | 19.00 | -0.52% | 3.31万 | 6384.68万 | | 603230 | 内蒙新华 | 13.06 | -0.76% | 8.19万 | 1.08亿 | | 600825 | 新华传媒 | 6.85 | -1.01% | 24.58万 | 1.71亿 | | 600551 | 时代出版 | 8.63 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002181 | 粤传媒 | 11.81 | 9.96% | 116.11万 | | 13.38亿 | | 300654 | 世纪天鸿 | 12.71 | 7.44% | 59.19万 | | · 7.54亿 | | 300364 | 中文在线 | 32.92 | 5.92% | 142.97万 | | 47.83 Z | | 301231 | 荣信文化 | 42.13 | 4.54% | 12.52万 | | 5.45 Z | | 601811 | 新华文轩 | 15.80 | 3.74% | 7.51万 | | 1.17亿 | | 300148 | 天舟文化 | 5.15 | 3.62% | 109.38万 | | 5.64亿 | | 301052 | 果麦文化 | 40.50 | 3.45% | 10.52万 | | 4.29 乙 | | 601858 | 中国科传 | 21.08 | 2.83% | 24.02万 | | 5 ...

这已是该公司与这一顶级舞台的第三次结缘。从早年《牛起来》中完成高难度翻滚的"犇犇"机器人集 群，到后来身着花袄扭秧歌的灵动表演，宇树不断以创新的动态演示刷新公众对机器人能力的认知。每 一次在春晚的亮相，都为其带来了显著提升的市场关注度与商业订单，印证了春晚作为品牌曝光核心阵 地的巨大价值。 新春脚步渐近，宇树科技的机器人再次出现在2026年央视春晚的彩排名单中。据《创智记》报道，中央 广播电视总台《2026年春节联欢晚会》于1月17日完成首次彩排。宇树科技旗下机器人再次出现在马年 春晚的彩排现场，其最终能否亮相除夕夜舞台，将取决于后续彩排效果。 此次竞逐马年春晚资格的竞争尤为激烈，行业一度出现关于多家机器人公司"竞价"的传闻。宇树能够再 次进入彩排，既是对其技术稳定性的认可，也预示着其产品在复杂协同与动态表现上达到了新的水准。 舞台之上的精彩，始终是硬实力最直观的体现。 鲜为人知的是，宇树科技背后站着一位"隐形股东"——新华文轩。这家长期被视为图书发行商的老牌上 市公司，早已通过旗下全资投资平台"文轩投资有限公司"及关联产业基金，悄然构建了一张覆盖机器人 等硬科技领域的生态网络。 新华文轩对宇树科技的布局始于 ...

从资金流向上来看，当日出版板块主力资金净流入5535.27万元，游资资金净流入4044.39万元，散户资金 净流出9579.65万元。出版板块个股资金流向见下表： 证券之星消息，1月23日出版板块较上一交易日上涨0.94%，世纪天鸿领涨。当日上证指数报收于 4136.16，上涨0.33%。深证成指报收于14439.66，上涨0.79%。出版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) | | | --- | --- | --- | --- | --- | --- | --- | | 300654 | 世纪天鸿 | 11.48 | 6.79% | 50.25万 | | 5.90亿 | | 301231 | 荣信文化 | 40.55 | 4.92% | 10.56万 | | 4.18亿 | | 601900 | 南方传媒 | 16.12 | 3.73% | 38.65万 | | 6.09亿 | | 301052 | 果麦文化 | 42.28 | 3.02% | 8.24万 | | 3.46亿 | | 300364 | 中文在线 | 32.79 | 2.12% ...

Core Insights - Sichuan plays a unique role in the western economic landscape, possessing rare energy, mineral, and agricultural resources, along with a concentration of leading enterprises in sectors like liquor, equipment manufacturing, biomedicine, and electronic information [1] - The recent ESG-V rating report by Jiaan Jinxin evaluates Sichuan's listed companies on environmental, social, governance, and value dimensions, addressing the critical question of how resource advantages can be transformed into sustainable governance and long-term value [1][2] - The ESG-V rating system introduces "value" as a key variable, assessing whether companies can achieve sustainable profitability and stable capital returns, highlighting a structural differentiation among Sichuan's listed companies [1][2] ESG-V Ratings Overview - New Yiseng is the only company in Sichuan to receive the highest ESG-V rating of AAA, demonstrating strong governance and value dimensions, indicative of a technology-intensive enterprise with controllable resource consumption [2] - The AA tier includes companies like Wuliangye, Kanghong Pharmaceutical, and Xinhua Wencuan, which, despite not having absolute advantages in environmental dimensions, exhibit strong governance structures and value stability [2] - The majority of Sichuan's listed companies fall into the A and BBB rating categories, indicating established compliance and governance frameworks but facing challenges in environmental performance and value stability [3] Industry Challenges and Transition - Many energy, mining, and heavy manufacturing companies face significant pressure in the environmental dimension, while some firms have a foundation in social responsibility but need to improve capital efficiency [3] - The overall ESG-V structure of Sichuan's listed companies reflects a transition from a resource-based economy to a value-based pricing model, with leading firms establishing stable long-term value through technology and governance [3][4] - The ESG-V rating list serves as a "health report" for regional capital structures, emphasizing that long-term investment should focus on companies that integrate resource advantages, governance capabilities, and value creation [4]

Investment Rating - The industry investment rating is "Overweight," indicating that the growth level of the industry is expected to exceed that of the CSI 300 index over the next six months [3][37]. Core Insights - The report highlights that the securities sector experienced a decline of 2.21% during the week, underperforming the CSI 300 index by 1.64 percentage points. The current price-to-book (PB) ratio for the brokerage sector is 1.38 times [1][2]. - CITIC Securities reported a net profit of 30.051 billion yuan for 2025, marking a year-on-year growth of 38.46%, and its operating revenue reached 74.83 billion yuan, up 28.75% year-on-year. This performance is attributed to the overall upward trend in the domestic capital market and increased investor confidence [2][35]. - The report emphasizes that the growth drivers for the industry in 2025 will be diverse, with traditional businesses showing resilience and investment banking benefiting from a recovery in the equity financing market [2][6]. Summary by Sections Securities Weekly Data Tracking - The brokerage sector's performance is closely monitored, with traditional businesses like brokerage and proprietary trading showing high elasticity in growth due to increased market activity [2][9]. Insurance Weekly Data Tracking - The insurance sector saw a decline of 3.59%, underperforming the CSI 300 index by 3.02 percentage points. China Life Insurance reported over 62.24 million claims in 2025, with a total claim amount exceeding 100.4 billion yuan, reflecting a 10% year-on-year increase [7][8]. - The overall insurance industry achieved a premium income of 576.29 billion yuan in November 2025, with a year-on-year growth of 7.56% [25][8]. Industry Dynamics - The report notes that regulatory encouragement for industry consolidation is present, with mergers and acquisitions seen as effective means for brokerages to achieve external growth. This consolidation is expected to enhance industry competitiveness and resource allocation [3][6][30].