Core Insights - A total of 13 films have been scheduled for release during the combined National Day and Mid-Autumn Festival holiday this year, surpassing the number from the same period last year [1] - The top three films in terms of audience anticipation are "Assassination Novelist 2," "Thunderous," and "Wind, Forest, Fire, Mountain," with 200,000, 190,000, and 110,000 people respectively expressing interest [1][2] - The film "Assassination Novelist 2," a sequel to the 2021 film, has a strong production backing from five companies, including three listed firms: Zhejiang Huace Film & Television Co., Ltd., Maoyan Entertainment, and China Film Group [1] - The film "Thunderous" has eight production companies involved, including China Film and Maoyan Entertainment, and focuses on social issues related to hearing-impaired individuals [1][2] - "Wind, Forest, Fire, Mountain," also produced by eight companies, is a Hong Kong crime film that aims to capitalize on the success of a similar genre film released during the summer [2] Industry Trends - The presence of several IP sequels in this year's film lineup is expected to provide a more secure foundation for both film quality and box office performance, especially with an extended holiday period of eight days [1] - The animation film segment is represented by five domestic productions, indicating a growing trend in the animation industry, with audience expectations rising due to previous successful animated films [2] - The success of recent high-grossing social-themed films suggests a potential for "Thunderous" to become a blockbuster if it meets quality standards [1][2]

Market Performance - The film and theater sector increased by 2.64% on September 19, with Wanda Film leading the gains [1] - The Shanghai Composite Index closed at 3820.09, down 0.3%, while the Shenzhen Component Index closed at 13070.86, down 0.04% [1] Individual Stock Performance - Wanda Film (002739) closed at 12.82, up 10.04% with a trading volume of 1.401 million shares and a transaction value of 1.740 billion [1] - Bona Film (001330) also rose by 10.04% to close at 6.25, with a trading volume of 669,900 shares [1] - Other notable performers included Huayi Brothers (300027) down 0.35% to 2.84 and Beijing Culture (000802) down 0.21% to 4.81 [2] Capital Flow Analysis - The film and theater sector saw a net inflow of 728 million in institutional funds, while retail investors experienced a net outflow of 516 million [2] - Major stocks like Wanda Film and Light Media (300251) had significant net inflows from institutional investors, with Wanda Film seeing a net inflow of 391 million [3] Summary of Trading Data - The trading data for various stocks showed mixed results, with some stocks like Goldstone Media (002905) experiencing a significant decline of 9.97% [2] - The overall trading volume and transaction values indicate active trading within the sector, with Wanda Film leading in both metrics [1][2]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300528 | 幸福浩海 | 30.50 | -5.28% | 64.15万 | 19.96 G | | 603721 | *ST天择 | 21.56 | -2.62% | 3.89万 | 8409.51万 | | 603103 | 横店影视 | 18.27 | -2.19% | 12.31万 | 2.25亿 | | 300426 | 华智教媒 | 10.91 | -2.06% | 14.44万 | 1.58亿 | | 000892 | 欢瑞世纪 | 5.80 | -1.86% | 63.73万 | 3.67亿 | | 002739 | 万达电影 | 12.10 | -1.79% | 64.99万 | 7.906.Z | | 300133 | 华策影视 | 9.06 | -1.20% | 96.90万 | 8.81亿 | | 300027 | 华谊兄弟 | 2.92 | -1.02% | 132.09万 | 3.85亿 | | 600088 | ...

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].

| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300182 捷成股份 | | 1.78 Z | 13.43% | -6469.50万 | -4.87% | -1.14 Z | -8.55% | | 002292 奥飞娱乐 | | 6894.26万 | 10.37% | -2980.58万 | -4.48% | -3913.69万 | -5.89% | | 002739 万达电影 | | 6677.54万 | 5.72% | 953.67万 | 0.82% | -7631.21万 | -6.53% | | 601595 | 上海电影 | 4055.51万 | 10.09% | -700.37万 | -1.74% | -3355.14万 | -8.34% | | 300528 幸福蓝海 | | 3574.51万 | 1.57% | -3769.14万 | -1.65% | 194.62万 | 0.09% | | 60 ...

9月15日，横店影视涨5.18%，截至发稿，报18.88元/股，成交2.03亿元，换手率1.73%，总市值119.74亿 元。横店影视股价已经连续7天上涨，区间累计涨幅13.97%。 截至发稿，杨梦累计任职时间7年39天，现任基金资产总规模126.91亿元，任职期间最佳基金回报 168.42%， 任职期间最差基金回报-27.34%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，博道基金旗下1只基金位居横店影视十大流通股东。博道成长智航股票A（013641）二季度 新进十大流通股东，持有股数64.8万股，占流通股的比例为0.1%。根据测算，今日浮盈赚取约60.26万 元。连续7天上涨期间浮盈赚取142.56万元。 博道成长智航股票A（013641）成立日期2021年10月26日，最新规模9.99亿。今年以来收益42.97%，同 类排名679/4223；近一年收益91.36%，同类排名601/3803；成立以来收益41.97%。 博道成长智航 ...

格隆汇9月15日｜A股市场影视股短线拉升，其中，幸福蓝海涨超10%，中国电影触及涨停，横店影 视、万达电影、金逸影视等跟涨。 ...

Group 1 - Zhejiang Province's cultural and tourism department has issued measures to promote high-quality development in cultural and tourism consumption, focusing on 20 key initiatives across four main areas [1] - The measures aim to enhance consumer demand for higher quality and culturally rich tourism experiences, while also integrating various sectors such as culture, tourism, technology, and rural development [1] - Local governments in Zhejiang are responding with supportive policies to drive growth in the cultural and tourism industry, such as streamlined funding application processes and specific support plans for tourism projects [1] Group 2 - The tourism industry in Zhejiang is experiencing growth, with 4.44 billion tourists recorded in the first half of 2025, a 10.2% increase year-on-year, and total tourism revenue reaching 606.17 billion yuan, up 11.2% [2] - Companies like Hengdian Film Co. and Xiangyuan Cultural Tourism have reported significant revenue increases, with Hengdian achieving 1.373 billion yuan (up 17.81%) and Xiangyuan reaching 500 million yuan (up 35.41%) [2] - Many listed companies are accelerating their development in new tourism scenarios, leveraging favorable policies to enhance their business operations [2] Group 3 - Xiangyuan Cultural Tourism is focusing on low-altitude and digital tourism growth, launching unique travel experiences such as low-altitude tours and smart tourism solutions at its scenic spots [3] - Experts suggest that listed companies in Zhejiang's cultural tourism sector can convert policy opportunities into performance growth through major project investments, innovation in consumer scenarios, and international brand expansion [3]

证券日报网讯 9月9日晚间，横店影视发布公告称，公司第四届董事会第八次会议审议通过了《关于选 举代表公司执行公司事务的董事的议案》等。 （文章来源：证券日报） ...

证券日报网讯 9月9日晚间，横店影视发布公告称，公司2025年第一次临时股东大会于2025年9月9日召 开，审议通过了《关于使用公积金弥补亏损的议案》等多项议案。 （文章来源：证券日报） ...