证券之星消息，12月9日电视广播板块较上一交易日下跌0.16%，天威视讯领跌。当日上证指数报收于 3909.52，下跌0.37%。深证成指报收于13277.36，下跌0.39%。电视广播板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日电视广播板块主力资金净流入1.41亿元，游资资金净流出6434.05万元，散户资 金净流出7625.97万元。电视广播板块个股资金流向见下表： ...

Investment Rating - The report maintains a "Recommendation" rating for the media industry, expecting the industry index to outperform the benchmark index by over 5% in the next 3-6 months [2][40]. Core Views - The media sector is anticipated to experience a rebound, particularly in gaming and AI applications, with significant growth potential in these areas. The report emphasizes the importance of both sharpness and allocation in the current market environment [3][6]. - The gaming market is highlighted as entering a favorable valuation zone, with specific companies like Giant Network and Century Huatong recommended for investment [6][16]. - The film market is recovering, with the total box office reaching approximately 437.06 billion yuan, which is about 78% of the 2019 level, indicating a strong recovery trajectory [19][20]. Market Performance Review - The media sector index fell by 3.86% last week, underperforming the CSI 300 index, which rose by 1.28%, resulting in a relative underperformance of 5.14% [9][10]. - The total market capitalization of the media sector is approximately 19,595.28 billion yuan, with a circulating market value of 17,850.96 billion yuan [3]. Gaming Market Insights - Tencent's products dominate the iOS gaming market, with titles like "Peace Elite" and "Love and Deep Space" performing strongly [16]. - Upcoming game releases include "Rust" and "PUBG: BLACK BUDGET," which are expected to generate significant interest [18]. Film Market Overview - The film "Zootopia 2" has achieved a box office of nearly 23 billion yuan within six days, with projections suggesting it could help the total annual box office exceed 500 billion yuan [27]. - The total box office for the year has reached 437.06 billion yuan, with a recovery rate of approximately 78% compared to 2019 [19][22]. Important News and Company Announcements - The establishment of the first micro-short drama export base in Shanghai marks a significant development in the media industry [27]. - Tencent's Magic Cube Studio celebrated its 15th anniversary, announcing major updates for several IP titles, indicating ongoing innovation in the gaming sector [28].

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000665 | 湖北广电 | 5.71 | -0.70% | 23.60万 | 1.34亿 | | 600936 | 广西广电 | 3.41 | -0.29% | 8.96万 | 3047.83万 | | 000156 | 华数传媒 | 7.58 | 0.13% | 11.13万 | 8392.88万 | | 300770 | 新媒股份 | 43.01 | 0.26% | - 3.23万 | 1.39亿 | | 601929 | 吉视传媒 | 3.58 | 0.85% | 130.86万 | 4.64亿 | | 600959 | 江苏有线 | 3.46 | 0.87% | 35.84万 | 1.23亿 | | 600037 | 歌华有线 | 7.55 | 0.94% | 12.66万 | 9480.26万 | | 301551 | 元线传媒 | 33.10 | 1.47% | 5.03万 | 1.64亿 | | 301262 | 海量股份 | 4 ...

Core Points - The Shanghai Composite Index closed at 3875.79 points, slightly down by 0.06%, with a total trading volume of 1561.665 billion yuan [1] - A total of 56 A-shares have surpassed the half-year line, with notable stocks showing significant deviation rates [1] Summary by Category Market Performance - The Shanghai Composite Index is above the half-year line, indicating a stable market performance [1] - The total trading volume for A-shares today reached 1561.665 billion yuan [1] Notable Stocks - Stocks with the highest deviation rates from the half-year line include: - Huawu Co., Ltd. (300095) with a deviation rate of 12.77% and a price increase of 19.96% [1] - Hengerd (300946) with a deviation rate of 11.14% and a price increase of 20.01% [1] - Yingqu Technology (002925) with a deviation rate of 8.13% and a price increase of 10.02% [1] - Other stocks that have just crossed the half-year line include Ruifeng Bank, Baosheng Co., and Guosheng Zhike, which have smaller deviation rates [1] Detailed Stock Data - A detailed table lists various stocks, their trading performance, turnover rates, half-year line prices, latest prices, and deviation rates, highlighting the performance of each stock [1][2]

Core Viewpoint - The television broadcasting sector experienced a decline of 1.48% on the trading day, with significant losses in key stocks such as Guangdian Network, which fell by 2.73% [1][2]. Market Performance - The Shanghai Composite Index closed at 3897.71, down 0.42%, while the Shenzhen Component Index closed at 13056.7, down 0.68% [1]. - The television broadcasting sector saw a net outflow of 242 million yuan from major funds, while retail investors contributed a net inflow of 187 million yuan [2][3]. Stock Performance - Key stocks in the television broadcasting sector showed varied performance: - Guangdian Network (600831) closed at 4.63, down 2.73% with a trading volume of 158,800 shares and a turnover of 73.83 million yuan [2]. - Wireless Media (301551) closed at 35.47, down 2.34% with a trading volume of 34,800 shares and a turnover of 124 million yuan [2]. - Other notable declines included: - Jishi Media (601929) down 2.31% to 3.80 [2]. - Gehua Cable (600037) down 2.30% to 7.63 [2]. - Dongfang Mingzhu (600637) down 2.28% to 9.84 [2]. Fund Flow Analysis - The fund flow analysis indicates: - Major funds showed a significant outflow from Guangdian Network, with a net outflow of 13.46 million yuan, representing an 18.23% decrease [3]. - Retail investors showed a positive net inflow into Guangdian Network, amounting to 13.03 million yuan, or 17.65% of the total [3]. - Other stocks like Jiangsu Cable (600959) and Hubei Broadcasting (000665) also experienced notable outflows from major funds [3].

Market Overview - The television broadcasting sector increased by 0.8% compared to the previous trading day, with Dongfang Mingzhu leading the gains [1] - The Shanghai Composite Index closed at 3914.01, up 0.65%, while the Shenzhen Component Index closed at 13146.72, up 1.25% [1] Stock Performance - Key stocks in the television broadcasting sector showed varied performance, with Dongfang Mingzhu (600637) closing at 10.07, up 3.60% with a trading volume of 1.2652 million shares and a turnover of 1.291 billion [1] - Other notable performers included Liujin Technology (920021) at 6.71, up 2.76%, and Wuxian Media (301551) at 36.32, up 1.45% [1] - Conversely, Guiguang Network (600996) saw a decline of 1.90%, closing at 11.88, with a trading volume of 515,500 shares and a turnover of 623 million [2] Capital Flow - The television broadcasting sector experienced a net outflow of 194 million from institutional investors, while retail investors saw a net inflow of 199 million [2] - The capital flow data indicates that retail investors were more active in the market, contrasting with the outflows from institutional and speculative funds [2] Individual Stock Capital Flow - Liujin Technology (920021) had a net inflow of 7.1519 million from institutional investors, while it faced a net outflow of 192.67 thousand from speculative funds [3] - Other stocks like Hubei Broadcasting (000665) and Jiangsu Cable (600959) also showed mixed capital flows, with Hubei Broadcasting experiencing a net outflow of 465.82 thousand from speculative funds [3]

证券日报网讯天威视讯（002238）11月20日在互动平台回答投资者提问时表示，公司于10月31日披露了 三季度报告，截至报告期末公司股东户数为35041户。 ...

Group 1: Investor Relations Activities - The company participated in the 2025 Annual Shenzhen Listed Companies Investor Online Reception Day on November 20, 2025, from 14:30 to 17:00 [2] - The event was conducted via the "Investor Relations Interactive Platform" [2] - Key company representatives included the General Manager, CFO, Board Secretary, and an Independent Director [2] Group 2: Strategic Initiatives - The company has launched a 2025 equity incentive plan aligned with its transformation strategy, focusing on emerging sectors such as computing power, AI, cultural technology, and low-altitude economy [2] - The company aims to enhance its market value through diversified investments and mergers and acquisitions, while maintaining transparency in information disclosure [2][3] Group 3: Financing Plans - The company has developed a four-pronged strategic plan focusing on new infrastructure, new government-enterprise collaborations, new business models, and new cultural initiatives [3] - Future financing plans will be disclosed in accordance with regulations, ensuring alignment with the company's strategic positioning and business framework [3] Group 4: Disclosure of Information - The company confirmed that there are no undisclosed significant information [3]

Market Overview - The television broadcasting sector experienced a decline of 0.34% compared to the previous trading day, with Liujin Technology leading the losses [1] - The Shanghai Composite Index closed at 3931.05, down 0.4%, while the Shenzhen Component Index closed at 12980.82, down 0.76% [1] Stock Performance - Key stocks in the television broadcasting sector showed varied performance, with Gai Guang Network rising by 10.04% to a closing price of 10.52, while Liujin Technology fell by 2.99% to 6.50 [2][1] - Other notable performers included Guo Dian Network, which increased by 2.34%, and Dian Guang Media, which saw a slight increase of 0.72% [1] Trading Volume and Capital Flow - The television broadcasting sector saw a net outflow of 186 million yuan from institutional investors, while retail investors contributed a net inflow of 236 million yuan [2][3] - The trading volume for Gai Guang Network reached 485,800 shares, with a transaction value of 482 million yuan, indicating strong interest despite the overall sector decline [1] Individual Stock Capital Flow - Gai Guang Network had a net inflow of 126 million yuan from institutional investors, representing 26.04% of its trading volume, while retail investors showed a net outflow of 1 million yuan [3] - Liujin Technology experienced a net outflow of 482,290 yuan from institutional investors, indicating weaker institutional support [3]

Market Overview - The television broadcasting sector experienced a decline of 3.29% compared to the previous trading day, with Guodian Network leading the drop [1] - The Shanghai Composite Index closed at 3946.74, up 0.18%, while the Shenzhen Component Index closed at 13080.09, unchanged [1] Individual Stock Performance - Guodian Network (600831) closed at 4.70, down 8.91% with a trading volume of 373,200 shares and a turnover of 181 million yuan [1] - Hubei Broadcasting (000665) closed at 6.22, down 8.12% with a trading volume of 992,800 shares and a turnover of 633 million yuan [1] - Jishi Media (626109) closed at 3.75, down 5.30% with a trading volume of 2,912,700 shares and a turnover of 1.102 billion yuan [1] - Guiguang Network (600996) closed at 9.56, down 4.78% with a trading volume of 272,600 shares and a turnover of 264 million yuan [1] - Other notable declines include Liujin Technology (920021) down 4.42% and Guangxi Broadcasting (600936) down 3.49% [1] Capital Flow Analysis - The television broadcasting sector saw a net outflow of 535 million yuan from institutional investors, while retail investors contributed a net inflow of 439 million yuan [1] - Jishi Media experienced a significant net outflow of 118 million yuan from institutional investors, with a retail net inflow of 193 million yuan [2] - Hubei Broadcasting had a net outflow of 115 million yuan from institutional investors, with retail inflows of 79 million yuan [2] - Other companies like Dongfang Mingzhu (600637) and Jiangsu Cable (600959) also reported net outflows from institutional investors [2]