从基金十大重仓股角度 数据显示，创金合信基金旗下1只基金重仓读者传媒。创金合信均益量化选股混合A（020224）四季度 持有股数8.77万股，占基金净值比例为0.56%，位居第五大重仓股。根据测算，今日浮亏损失约1.84万 元。连续3天下跌期间浮亏损失9.65万元。 2月13日，读者传媒跌2.63%，截至发稿，报7.77元/股，成交2.15亿元，换手率4.73%，总市值44.76亿 元。读者传媒股价已经连续3天下跌，区间累计跌幅12.4%。 资料显示，读者出版传媒股份有限公司位于甘肃省兰州市城关区南滨河东路520号，成立日期2009年12 月28日，上市日期2015年12月10日，公司主营业务涉及期刊、图书(含教材教辅及一般图书)出版物的出 版和发行。主营业务收入构成为：教材教辅63.22%，一般图书13.86%，期刊13.77%，文教产品及其他 业务9.15%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 ...

Group 1: Market Reaction to Seedance2.0 - Following the launch of Seedance2.0, related concept stocks experienced a mixed performance, with companies like掌阅科技 (Zhangyue Technology) and欢瑞世纪 (Huanrui Century) seeing significant gains, while others in the AI and film sectors faced sharp declines [1] - The cultural media sector saw a notable increase, with a 4.79% rise on February 9, leading to multiple stocks hitting their daily limit up [3] Group 2: Seedance2.0 Technology Overview - Seedance2.0 is described as a revolutionary AI video generation model, capable of producing videos with original audio from just a single image or detailed prompt within 60 seconds, marking a significant upgrade from its predecessor [3] - The model features a unique multi-shot narrative capability that maintains consistency in character, visual style, and atmosphere during scene transitions, making it suitable for various applications including smart long videos and e-commerce [3] Group 3: Controversies and Adjustments - Despite its technological advancements, Seedance2.0 faced criticism regarding privacy and ethical concerns, leading to the suspension of its feature that uses real human materials as reference [4] - The operational team announced adjustments to ensure a sustainable creative environment in response to user feedback [4] Group 4: Industry Implications and Forecasts - Analysts from various securities firms view Seedance2.0 as a catalyst for the acceleration of the AI multi-modal industry chain, predicting a shift from manual to automated content production [5] - The model is expected to significantly reduce production costs in the animation industry, with estimates suggesting a 50% decrease in AI video generation frequency and a 37% reduction in costs per second generated [5] - The launch of Seedance2.0 is seen as a sign that the AI application industry is entering a growth phase, benefiting sectors such as AI animation, film IP, and data elements [5]

Core Viewpoint - The article discusses the significant impact of the AI video generation model Seedance 2.0 on the stock market, highlighting the contrasting performance of related stocks in the media and entertainment sector following its announcement [1][6]. Stock Market Reaction - Following the internal testing of Seedance 2.0, the media sector saw a notable increase, with the cultural media sector rising by 4.79% on February 9, 2026, leading to multiple stocks hitting their daily limit up [6]. - Stocks such as Zhongwen Online, Zhangyue Technology, and Jiecheng Shares experienced significant gains, with some reaching the daily limit of 20% or 10% [6]. Performance of Related Stocks - Stocks related to Seedance 2.0 experienced mixed results, with companies like Zhangyue Technology, Huanyu Century, and Decai Shares achieving three consecutive limit-ups, while others like Xinhua Net and Aofei Entertainment saw declines of over 6% [1][2]. - Specific declines included Xinhua Net down by 9.14%, Aofei Entertainment down by 6.34%, and Zhongwen Online down by 6.40% [2]. Technology Overview - Seedance 2.0 is described as a revolutionary AI video generation model that can create videos with original audio from just a single image or detailed prompt within 60 seconds, featuring a unique multi-shot narrative capability [6][8]. - The model represents a significant upgrade from its predecessor, Seedance 1.0, which was limited to short video creation [6]. Industry Implications - Analysts believe that Seedance 2.0 will accelerate the development of the AI multi-modal industry chain, transitioning content production from manual to automated processes [7][8]. - The model is expected to reduce the cost of AI video generation significantly, potentially lowering production costs by 37% under neutral assumptions, addressing cost challenges in the animation industry [8]. Market Sentiment - Despite some concerns regarding the ethical implications of the technology, the overall sentiment among analysts remains positive, with expectations that it will catalyze growth in various sectors, including AI animation, film IP, and data elements [7][8].

Core Viewpoint - The launch of Seedance 2.0 by ByteDance's subsidiary Jimo has generated significant excitement, being hailed as the strongest video generation model currently available [1][3]. Group 1: Market Reaction - Following the introduction of Seedance 2.0, the media and entertainment sector experienced a notable surge, with stocks such as Zhongwen Online, Rongxin Culture, and Jiecheng Co. reaching a 20% limit up [1]. - On February 10, major capital inflows were observed in the film and television, publishing, digital media, and gaming sectors, with net inflows of 3.09 billion, 1.168 billion, 1.141 billion, and 992 million respectively, ranking them among the top four sectors for capital accumulation that day [1]. - Individual stocks like Light Media saw over 1 billion in net capital inflow, while several others, including Aofei Entertainment and Shanghai Film, also experienced significant inflows exceeding 200 million [1]. Group 2: Seedance 2.0 Features and Limitations - Seedance 2.0 is currently available only to members, offering various modes such as theme reference and intelligent multi-frame, with the ability to use multiple images for reference in the all-purpose mode [5]. - The platform has implemented restrictions on generating videos involving celebrities or well-known IPs, indicating a focus on safeguarding against potential misuse of AI technology [7]. - The generation of videos requires points, with a 10-second video costing approximately 60 points and a 15-second video costing 90 points, while membership fees range from 659 yuan to 5199 yuan annually depending on the level [6].

Group 1: Strong Stocks - As of February 10, the Shanghai Composite Index rose by 0.13% to 4128.37 points, while the Shenzhen Component Index increased by 0.02% to 14210.63 points. The ChiNext Index fell by 0.37% to 3320.54 points. A total of 71 stocks in the A-share market hit the daily limit up [1] - The top three strong stocks based on consecutive limit-up days and trading data are: Jiecheng Co., Ltd. (300182), Zhongwen Online (300364), and Fengyuzhu (603466) [1] - Detailed data for the top 10 strong stocks includes Jiecheng Co., Ltd. with 2 consecutive limit-ups and a turnover rate of 20.41%, Zhongwen Online with 2 consecutive limit-ups and a turnover rate of 35.61%, and Fengyuzhu with 2 consecutive limit-ups and a turnover rate of 8.26% [1] Group 2: Strong Concept Sectors - The top three concept sectors with the highest gains are: Short Drama Games, Sora Concept (Text-to-Video), and Intellectual Property Protection [2] - The Short Drama Games sector increased by 5.32%, while the Sora Concept (Text-to-Video) rose by 5.08%, and the Intellectual Property Protection sector saw a gain of 4.49% [3] - Additional notable sectors include Cultural Media Concept with a gain of 3.72% and Mobile Games with an increase of 3.57% [3]

Market Overview - On February 10, the publishing media sector experienced a collective surge, with companies like Rongxin Culture and Zhangyue Technology achieving consecutive gains, while others such as People's Daily and Huashu Media hit their daily price limits [1]. Stock Performance - Huashu Media (000156.SZ) reached a price of 9.83, up by 9.96%, with a market capitalization of 16.71 billion [2]. - Reader Media (603999.SS) saw its stock rise to 8.87, an increase of 10.05%, with a market cap of 5.11 billion [2]. - Duku Culture's stock surged by 20.03% to 13.90, with a trading volume of 15.30% [2]. Catalysts - Amazon has signaled plans to launch a marketplace for publishers to sell their content to companies providing AI products, as reported by The Information on February 9 [3]. - ByteDance's AI video generation model, Seedance 2.0, continues to gain significant attention [3]. Institutional Insights - By 2026, multimodal models are expected to reach a pivotal moment, enhancing AI applications across various content sectors, including gaming, film, advertising, and publishing [4]. - AI video is anticipated to transition from a novelty to an industrial tool, significantly reducing production costs for projects, with estimates showing costs for a 90-minute project dropping from over 10,000 to around 2,000 [4]. - The demand for high-quality data from large models is likely to reassess the monetization value of authoritative content, benefiting the publishing and text media sectors [4]. - Some publishing companies are exploring new business models in education and are enhancing dividend sustainability, while state-owned media companies are actively pursuing industry mergers and integrations [4].

消息面上，近日，字节跳动旗下Seedance2.0视频模型进行内测，Seedance2.0支持生成5到15秒的单段视 频，通过配合自研的分镜工作流，可制作出一段包含多角度拍摄、角色对话且带字幕内容。 2月10日，Seedance概念持续火热，带动传媒板块盘中涨势扩大，读客文化、荣信文化20%涨停，光线 传媒、中文在线均涨超10%，国安股份、欢瑞世纪、读者传媒、人民网、掌阅科技、上海电影等多股涨 停。 | 名称 | 现价 | 涨跌幅, | | --- | --- | --- | | 读客文化 | 13.90 | 20.03% | | 荣信文化 | 50.69 | 20.00% | | 光线传媒 | 24.45 | 14.79% | | 中文在线 | 39.91 | 13.12% | | 幸福蓝海 | 27.22 | 10.88% | | 文投控股 | 2.61 | 10.13% | | 国安股份 | 3.27 | 10.10% | | 欢瑞世纪 | 8.97 | 10.06% | | 读者传媒 | 8.87 | 10.05% | | 人民网 | 26.27 | 10.01% | | 掌阅科技 | 28.26 | ...

Market Overview - The publishing sector declined by 0.93% compared to the previous trading day, with Rongxin Culture leading the decline [1] - The Shanghai Composite Index closed at 4102.2, up by 0.85%, while the Shenzhen Component Index closed at 14156.27, up by 0.21% [1] Individual Stock Performance - Zhongyuan Media (000719) saw a closing price of 13.44, with an increase of 5.16% and a trading volume of 461,300 shares, amounting to 626 million yuan [1] - Reader Media (603999) experienced a decrease of 1.32% with a net outflow of 227.44 million yuan from main funds [3] - Rongxin Culture (301231) closed at 36.29, down by 6.95%, with a trading volume of 94,500 shares and a transaction value of 350 million yuan [2] Fund Flow Analysis - The publishing sector experienced a net outflow of 649 million yuan from main funds, while retail investors saw a net inflow of 726 million yuan [2] - Main funds showed a net inflow of 2.39 million yuan into Zhongyuan Media, while other stocks like Zhejiang Publishing (601921) and City Media (600229) had mixed fund flows [3]

中新社兰州1月31日电 (记者 闫姣)读者敦煌学出版中心31日在位于甘肃兰州市的读者出版集团挂牌成 立。 同时，将构建"研究+出版"协同新生态，以精品出版推动敦煌学术研究，以数字赋能促进文化遗产活 化，打造兼具学术影响力、产业带动力和数字服务能力的敦煌学出版传播高地与数字资源枢纽。 "我们深耕精品出版，聚力敦煌文化传播，推出了《斯坦因敦煌考古档案研究》《甘肃石窟志》《读 者》(敦煌号)及英语、俄语译本等一批敦煌学精品力作，成为推动敦煌文化走出去的重要窗口。"读者 出版集团董事长张斌强当天介绍说。 该中心首届学术指导委员会由敦煌研究院、中国敦煌吐鲁番学会、兰州大学敦煌学研究所等国内重要敦 煌学研究机构的专家学者组成。(完) 图为已出 版敦煌学系列读物。中新社记者 闫姣 摄 "这一举措填补了敦煌学专业出版与大众传播之间的衔接空白，搭建起学术研究与社会普及的桥梁，让 千年敦煌文明在新时代焕发出更加绚丽的光彩。"敦煌研究院院长苏伯民说。 该中心以打造国内领先、国际知名的敦煌学特色出版品牌为核心定位，将联合国内敦煌学专家学者，系 统推进敦煌文献整理出版、数字资源共享平台建设、敦煌学专业出版人才培养及融合出版创新。 ...

"转型改革只能成功，不能失败。"甘肃省人大代表、读者出版集团董事长张斌强在谈及集团"十五五"时 期的发展规划时态度坚决。面对传统出版业的深刻变革，读者集团已布局一套涵盖出版主业、发行体 系、印刷升级、文旅拓展四大维度的系统性改革方案。 出版主业双轮驱动。一方面，集团将继续巩固《读者》杂志在全国市场化期刊中的首位地位；另一方 面，全力打造"读者APP"，将其升级为集阅读服务、数字出版、数字教育、文旅文创于一体的综合性文 化服务平台。在内容上，将深耕敦煌学、丝绸之路学、简牍学等甘肃独特文化资源，打造兼具学术深度 与市场热度的精品图书，并积极探索数字出版的实践路径。 新华书店业态重塑。线下门店将以"新型城市文化综合体"为理念进行革命性升级，打造成为区域性全民 阅读基地与文化地标；线上书店则被赋予战略重任，目标使其营收成为发行板块的支柱。 印刷板块"三化"转型。按照现代化、智能化、绿色化方向进行改造，在稳固书刊与保密印刷基础上，向 商务印刷、包装印刷、数字印刷，特别是中高端包装印刷领域拓展，寻求脱困转型的关键突破。 文旅产业跨越发展。文旅产业是读者集团的多元板块，集团将积极响应甘肃省战略部署，重点打造"读 者研学"" ...