登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603103 证券简称：横店影视 公告编号：2026-004 横店影视股份有限公司 股票交易异常波动暨风险提示公告 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： ● 横店影视股份有限公司（以下简称"公司"）股票于2026年2月2日、2月3日连续2个交易日内日收盘价 格涨幅偏离值累计超过20%，根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动的 情形。 ● 公司股票已连续4个交易日（2026年1月29日、1月30日、2月2日、2月3日）内日收盘价格涨停，股价 剔除大盘和板块整体因素后的实际涨幅较大。存在公司股票短期上涨过快可能出现的下跌风险。 ● 截至2026年2月2日收盘，公司市盈率（TTM）为192.86，高于传媒行业市盈率（TTM）49.93。公司 郑重提醒广大投资者，注意二级市场交易风险。 ● 公司已于1月31日发布《横店影视股份有限公司股票交易异常波动公告》（公告编号：2026-002）， 于2月3日发布《横店影视股份有限公司股 ...

新京报贝壳财经讯2月3日，横店影视（603103）公告，公司股票于2026年2月2日、2月3日连续2个交易 日内日收盘价格涨幅偏离值累计超过20%，公司股票已连续4个交易日(2026年1月29日、1月30日、2月2 日、2月3日)内日收盘价格涨停，股价剔除大盘和板块整体因素后的实际涨幅较大。公司主营业务为影 视投资、制作、发行、电影放映及相关衍生业务，经自查，公司目前经营活动正常，市场环境、行业政 策未发生重大调整，内部生产经营秩序正常。 ...

公司主营业务为影视投资、制作、发行、电影放映及相关衍生业务，目前经营活动正常，市场环境、行 业政策未发生重大调整，内部生产经营秩序正常。 格隆汇2月3日丨横店影视(603103.SH)公布，公司股票已连续4个交易日（2026年1月29日、1月30日、2 月2日、2月3日）内日收盘价格涨停，股价剔除大盘和板块整体因素后的实际涨幅较大。存在公司股票 短期上涨过快可能出现的下跌风险。经公司自查并向控股股东及实际控制人核实，截至本公告披露日， 确认不存在应披露而未披露的重大信息。 ...

公司主营业务为影视投资、制作、发行、电影放映及相关衍生业务，目前经营活动正常，市场环境、行 业政策未发生重大调整，内部生产经营秩序正常。 格隆汇2月3日丨横店影视(603103.SH)公布，公司股票已连续4个交易日（2026年1月29日、1月30日、2 月2日、2月3日）内日收盘价格涨停，股价剔除大盘和板块整体因素后的实际涨幅较大。存在公司股票 短期上涨过快可能出现的下跌风险。经公司自查并向控股股东及实际控制人核实，截至本公告披露日， 确认不存在应披露而未披露的重大信息。 ...

证券代码：603103 证券简称：横店影视 公告编号：2026-004 横店影视股份有限公司 股票交易异常波动暨风险提示公告 公司已于1月31日发布《横店影视股份有限公司股票交易异常波动公告》 （公告编号：2026-002），于2月3日发布《横店影视股份有限公司股票交易风险 提示性公告》（公告编号：2026-003），敬请广大投资者注意投资风险。 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： 横店影视股份有限公司（以下简称"公司"）股票于2026年2月2日、2月 3日连续2个交易日内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》的有关规定，属于股票交易异常波动的情形。 公司股票已连续4个交易日（2026年1月29日、1月30日、2月2日、2月3日） 内日收盘价格涨停，股价剔除大盘和板块整体因素后的实际涨幅较大。存在公司 股票短期上涨过快可能出现的下跌风险。 截至2026年2月2日收盘，公司市盈率（TTM）为192.86，高于传媒行业 市盈率（TTM）49.93。公司郑重提醒广大投资者，注 ...

格隆汇2月3日｜横店影视公告，公司股票于2026年2月2日、2月3日连续2个交易日内日收盘价格涨幅偏 离值累计超过20%，公司股票已连续4个交易日（2026年1月29日、1月30日、2月2日、2月3日）内日收 盘价格涨停，股价剔除大盘和板块整体因素后的实际涨幅较大。公司主营业务为影视投资、制作、发 行、电影放映及相关衍生业务，经自查，公司目前经营活动正常，市场环境、行业政策未发生重大调 整，内部生产经营秩序正常。 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [3] Core Insights - The semiconductor industry is leading growth, with smart devices supporting "new quality productivity" as a clear example of China's economic transition towards high-quality development. The growth in these sectors is driven by technological innovation and improvements in total factor productivity [27][30]. - The report highlights the strong demand for high-performance memory driven by AI servers and new generation PCs, indicating that the storage chip industry is entering a new upcycle [24][29]. Summary by Sections Market Overview - The Shanghai Composite Index fell by 0.44% to 4117.95 points, while the Shenzhen Component Index decreased by 1.62% to 14205.89 points during the week of January 26 to February 1, 2026. The three major indices showed slight fluctuations but remained above the 10-day moving average, indicating strong short-term support [1][7]. Industry Data Tracking - Global smartphone shipments reached 336 million units in Q4 2025, marking a year-on-year growth of 2.28%. However, China's smartphone shipments saw a significant decline of 29.4% year-on-year in December 2025 [18]. - Global semiconductor sales reached $75.3 billion in November 2025, reflecting a year-on-year growth of 29.8% [21][22]. - The storage chip industry is experiencing a strong upward trend in DRAM prices since June 2025, driven by robust demand from AI servers and data centers [24]. Investment Recommendations - The report suggests focusing on technology-intensive sectors like smart consumer devices and semiconductors, which are becoming core drivers of economic growth. It emphasizes the importance of domestic semiconductor companies that have made breakthroughs in design, manufacturing, and equipment [27][30]. - The report recommends paying attention to domestic equipment and materials companies that have entered the mainstream chip manufacturing supply chain, as they are crucial to China's self-sufficiency strategy in the semiconductor industry [30][29]. Industry News - Alibaba's Tsinghua Unigroup launched its high-end AI chip "Zhenwu 810E," which has been deployed in various applications, showcasing advancements in domestic chip technology [30][31]. - Two semiconductor companies announced price increases for their chips due to supply constraints and rising costs, indicating a tightening market [32][33]. - The semiconductor industry chain achieved significant profit growth, with integrated circuit manufacturing profits increasing by 172.6% in 2025 [34].

Market Overview - After a significant drop yesterday, the A-share market rebounded today, influenced by a collective rebound in the external markets [3] - The Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closed up by 1.29%, 2.19%, and 1.86% respectively, with a total market turnover exceeding 2.5 trillion [4] Aerospace Sector - The aerospace sector was the strongest performer in today's rebound, with multiple stocks hitting the daily limit, including Zhongchao Holdings, Taihao Technology, and others [5] - The SpaceX concept, solar power, and aerospace stocks surged by 9.4%, 5.23%, and 4.38% respectively [7] Film and Television Sector - The film and television sector showed a continuous slight increase, with a notable performance from Hengdian Film, which achieved a four-day consecutive rise [13] - The sector closed up by 2.23%, driven by pre-holiday speculation for the upcoming Spring Festival box office [15] Gaming Sector - The gaming sector experienced a significant drop, with Tencent Holdings and other companies seeing declines due to rumors regarding potential increases in value-added tax rates [19] - Following clarifications from industry experts, the gaming sector rebounded, closing up by 2.89% [23] Computing Power Chips - The chip sector faced a sharp decline, particularly with Cambrian Technology, which saw a drop of over 14% due to rumors about revenue guidance [26] - Despite a clarification from Cambrian Technology denying the rumors, the stock still ended down over 9% [26]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603103 | 横店影视 | 30.86 | 10.02% | 8.75万 | | 2.70亿 | | 002292 | 奥飞娱乐 | 9.62 | 3.89% | 85.05万 | | 8.07亿 | | 300182 | 捷成股份 | 6.13 | 3.37% | 122.27万 | ﺧ | 7.44亿 | | 300426 | 华智数媒 | 8.91 | 3.12% | 11.90万 | | 1.05亿 | | 300133 | 华策影视 | 9.33 | 2.64% | 118.30万 | | 2666'0I | | 300251 | 光线传媒 | 20.14 | 2.55% | 165.84万 | | 33.37亿 | | 000892 | 欢瑞世纪 | 7.90 | 2.46% | 37.44万 | | 2.94亿 | | 002905 | 金逸影视 | 12.55 | 2.20% | 25.97万 | | 3.27亿 ...

Core Viewpoint - Hengdian Film has experienced a continuous rise in stock price, achieving a limit-up for four consecutive trading days, with a recent price of 30.86 yuan per share and a monthly increase of 86% [1]. Group 1: Stock Performance - Hengdian Film's stock price reached 30.86 yuan per share, marking a 10.02% increase on February 3 [2]. - The company's market capitalization is approximately 19.57 billion yuan [2]. - The stock has shown a trading volume ratio of 1.45, indicating increased trading activity [2]. Group 2: Film Releases and Financial Performance - The company has announced the release dates for three films, including "Boonie Bears: Year of the Bear," "Fast and Furious 3," and "Star River in Dream," all set for the 2026 Spring Festival [1]. - The previous installments of "Boonie Bears" and "Fast and Furious" have performed well at the box office, suggesting potential for future success [1]. - Hengdian Film expects a net profit attributable to shareholders of 130 million to 180 million yuan for the year 2025, marking a turnaround from losses, driven by industry recovery and effective management strategies [1]. Group 3: Business Development Initiatives - The company has established a short drama brand named "Big Horizontal Small Vertical" to accelerate its short drama business development [1]. - A professional team has been formed to incubate AI-based dramas, such as "The Legend of the Nine Provinces," utilizing AI technology to significantly reduce production costs and enhance output efficiency [1].