Market Overview - The film and cinema sector experienced a decline of 0.41% on September 24, with Jin Yi Film leading the drop [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Individual Stock Performance - Bona Film (001330) saw a significant increase of 10.05%, closing at 6.57 with a trading volume of 440,000 shares and a turnover of 284 million [1] - Huayi Brothers (300027) and Shanghai Film (601595) both had slight increases of 1.16%, closing at 2.62 and 29.53 respectively [1] - Jin Yi Film (002905) experienced a decline of 3.20%, closing at 10.90 with a trading volume of 294,900 shares and a turnover of 324 million [2] Capital Flow Analysis - The film and cinema sector saw a net inflow of 126 million from institutional investors, while retail investors experienced a net inflow of 997,500 [2] - Major stocks like Light Media (300251) had a net inflow of 224 million from institutional investors, while Bona Film (001330) faced a net outflow of 489.66 million from retail investors [3]

Group 1 - The company Bona Film Group (博纳影业) is an investor and co-producer of the film "The Volunteer Army: Blood and Peace" [1] - This project is the concluding installment of the "Volunteer Army" trilogy [1] - The film is scheduled to be released on September 30, 2025, during the National Day holiday [1]

格隆汇9月24日｜A股市场影视股走强，其中，博纳影业涨停，欢瑞世纪涨超4%，光线传媒涨超3%，横 店影视、上海电影等跟涨。 ...

Group 1 - The film industry sector has rebounded, with notable stocks such as Bona Film Group (001330) hitting the daily limit up [1] - Other companies in the sector, including Light Media (300251), Huanrui Century (000892), Huace Film & TV (300133), China Film (600977), and Happy Blue Ocean (300528), also experienced gains [1]

Group 1: Zhuangzhuang Group - Zhuangzhuang Group announced the gradual shutdown of its "Free Market" business to focus on the high-growth "Official Verification" model, which has become the mainstream choice for users on the platform since 2019 [1] - The "Free Market" business currently accounts for less than 3% of the platform's overall GMV (Gross Merchandise Volume) [1] - This strategic decision aims to optimize resource allocation and enhance platform credibility [1] Group 2: Bona Film Group - Bona Film Group reported that CITIC Securities Investment Co., Ltd. and its concerted parties reduced their shareholding to 8.90% after selling a total of 15.17 million shares, representing 1.10% of the company's total equity [2] - The film industry is still in an adjustment period, prompting investors to monitor shareholder movements and improvements in the company's fundamentals [3] Group 3: Changbai Mountain - Changbai Mountain's subsidiary, Yiyou Company, plans to pre-purchase 3.15 million yuan worth of ski tickets from a related party, securing exclusive agency rights for the 2025-2026 winter season [4] - After selling all purchased ski tickets, Yiyou Company expects to achieve a net profit of approximately 330,000 yuan [4] - The company will also pre-purchase 15 million yuan worth of scenic area tickets at a 15% discount, which is expected to enhance profit margins and support long-term profit growth [4]

Group 1 - The 2025 National Day film season will feature 13 new films, including various genres such as historical, fantasy, animation, and more, catering to different age groups [1][2] - Popular IP sequels like "The Volunteer Army: Blood and Peace," "Assassination Novelist 2," and "Panda Plan 2" are generating significant audience interest, with respective "want to watch" numbers reaching 348,000, 232,000, and 154,000 [1][2] - The 2024 National Day box office reached 2.104 billion yuan, with 52.09 million viewers, and domestic films accounted for 95.87% of the total box office, indicating a positive market outlook for the 2025 season [2] Group 2 - Listed companies involved in the National Day films include China Film, Bona Film Group, Maoyan Entertainment, Wanda Film, and Hengdian Film, all of which have diversified film inventories for the second half of the year [2][3] - China Film reported nearly 90 projects in development, with around 50 being original projects, including the animated film "The Rise of the Monkey King" [3] - Bona Film Group is progressing with various film projects, including the crime suspense film "She Kills" and the historical film "Kashmir Princess," with a focus on quality-driven market transformation [3]

Core Viewpoint - The announcement details the equity changes of major shareholders in Bona Film Group, specifically regarding the reduction of shareholding by CITIC Securities Investment Co., Ltd. and its concerted actions [3][4]. Group 1: Shareholder Reduction Plans - CITIC Securities Investment Co., Ltd. and its concerted actions planned to reduce their holdings by up to 40,976,398 shares within three months from June 28, 2025 [3]. - As of August 21, 2025, CITIC Securities and its concerted actions had reduced their holdings by 8,578,112 shares, resulting in a total holding of 137,451,832 shares, which is 10.0000% of the total share capital [3]. Group 2: Recent Shareholding Changes - On September 19, 2025, CITIC Securities and its concerted actions further reduced their holdings by 15,171,600 shares, accounting for 1.1038% of the total share capital [4]. - After this reduction, the total shares held by CITIC Securities and its concerted actions decreased to 122,280,232 shares, representing 8.8962% of the total share capital [4].

证券代码：001330 证券简称：博纳影业 公告编号：2025-053 号 博纳影业集团股份有限公司 | 元影 | 其中：无限售条件股份 | 58,189,472 | 4.2334 | 48,997,572 | 3.5647 | | --- | --- | --- | --- | --- | --- | | | 有限售条件股份 | 0 | 0 | 0 | 0 | | 青岛 | 合计持有股份 | 26,497,000 | 1.9277 | 24,659,800 | 1.7941 | | 金石 | 其中：无限售条件股份 | 26,497,000 | 1.9277 | 24,659,800 | 1.7941 | | | 有限售条件股份 | 0 | 0 | 0 | 0 | | | 合计持有股份 | 137,451,832 | 10.0000 | 122,280,232 | 8.8962 | | | 其中：无限售条件股 | 137,451,832 | 10.0000 | 122,280,232 | 8.8962 | | | 有限售条件股 | 0 | 0 | 0 | 0 | （注：上述合计数与各明细数直接相加之和在尾数上 ...

Core Viewpoint - Bona Film Group (001330.SZ) announced a shareholding change due to a reduction in shares held by CITIC Securities Investment and its concerted parties, indicating a strategic shift in ownership structure [1] Group 1: Shareholding Changes - CITIC Securities Investment and its concerted parties reduced their holdings by 15,171,600 shares, representing 1.1038% of the total share capital of the company [1] - After the reduction, CITIC Securities Investment and its concerted parties hold a total of 122,280,232 shares, which accounts for 8.8962% of the company's total share capital [1] - The reduction also represents 1.1047% of the total share capital after excluding repurchased shares [1]

Group 1 - The Xinjiang revitalization concept index rose by 0.78%, ranking 8th among concept sectors, with 71 stocks increasing in value [1][2] - Notable gainers in the sector included Xiyu Tourism, Guangdong Hongda, and Tianshan Shares, which rose by 12.61%, 7.76%, and 7.50% respectively [1][2] - Major decliners included Meike Home, Anku Technology, and *ST Xinyan, which fell by 10.00%, 4.75%, and 4.73% respectively [1][2] Group 2 - The Xinjiang revitalization sector saw a net inflow of 1.276 billion yuan, with 63 stocks receiving net inflows, and 6 stocks exceeding 100 million yuan in net inflow [2][3] - The top stock for net inflow was Tebian Electric Apparatus, with a net inflow of 342 million yuan, followed by Tianfu Energy, Xinjiang Jiaojian, and Sany Heavy Industry, with net inflows of 256 million yuan, 249 million yuan, and 249 million yuan respectively [2][3] Group 3 - Tianfu Energy, Bona Film, and Jushen Shares had the highest net inflow ratios, at 30.81%, 28.97%, and 21.85% respectively [3] - The top stocks in the Xinjiang revitalization sector based on net inflow included Tebian Electric Apparatus, Tianfu Energy, Xinjiang Jiaojian, and Sany Heavy Industry, with respective daily price changes of 3.87%, 10.03%, 6.35%, and 5.29% [3][4]