恺英网络公告称，2026年2月9日公司董事会通过回购股份方案，将以集中竞价交易方式回购1-2亿元股 份，用于股权激励或员工持股计划，回购价不超36.91元/股，期限不超12个月。2月10日，公司首次回 购股份206.1万股，占总股本0.10%，最高成交价24.58元/股，最低23.78元/股，成交总金额4997.97万元 （不含交易费）。后续将按规定实施回购并披露信息。 ...

证券代码：002517 证券简称：恺英网络 公告编号：2026-004 恺英网络股份有限公司 关于回购股份事项前十名股东持股信息的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 恺英网络股份有限公司（以下简称"公司"）于 2026 年 2 月 9 日召开第五 届董事会第十六次会议，审议通过了《关于回购公司股份方案的议案》。具体内 容详见公司于 2026 年 2 月 10 日披露在《中国证券报》《上海证券报》《证券时 报》《证券日报》及巨潮资讯网（www.cninfo.com.cn）上的《关于回购公司股 份方案的公告》。 根据《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》等相关 规定，现将公司董事会公告回购股份决议前一个交易日（即 2026 年 2 月 9 日） 登记在册的前十名股东和前十名无限售条件股东的名称及持股数量、比例数据的 情况公告如下： 特此公告。 恺英网络股份有限公司董事会 | 序号 | 股东名称 | 持股数量（股） | 持股比例（%） | | --- | --- | --- | --- | | 1 | 金锋 | 320,319 ...

证券代码：002517 证券简称：恺英网络 公告编号：2026-005 恺英网络股份有限公司 关于首次回购公司股份的公告 公司首次回购股份的时间、回购股份的价格及集中竞价交易的委托时段符合 《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》的相关规定。具 体说明如下： 1、公司未在下列期间内回购公司股份： （1）自可能对本公司证券及其衍生品种交易价格产生重大影响的重大事项发 生之日或者在决策过程中，至依法披露之日内； 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 恺英网络股份有限公司（以下简称"公司"）于 2026 年 2 月 9 日召开了第五 届董事会第十六次会议，审议通过了《关于回购公司股份方案的议案》，公司将 以集中竞价交易方式回购公司股份，回购股份的资金总额不超过（含）人民币 20,000 万元且不低于（含）人民币 10,000 万元；回购股份价格不超过（含）人民 币 36.91 元/股，回购期限自董事会审议通过回购股份方案之日起不超过十二个月， 具体回购数量及回购金额以回购期满或回购完毕时实际回购的股份数量和回购金 额为准，回购股份用于后 ...

Market Overview - The A-share market experienced a narrow fluctuation on February 10, with mixed performance across the three major indices. The Shanghai Composite Index rose by 0.13%, while the Shenzhen Component increased by 0.02%, and the ChiNext Index fell by 0.37% [1] - The total trading volume in the A-share market was 2.12 trillion yuan, a decrease of 145.5 billion yuan compared to the previous trading day. Out of 3,157 stocks, 2,222 rose while 3,157 declined [1] Sector Performance - The sectors that saw significant gains included film and television, short drama games, Sora concept (text-to-video), intellectual property protection, cultural media, mobile games, AI predictions, and online games [1] - Conversely, sectors that experienced declines included precious metals, liquor, cultivated diamonds, photovoltaic equipment, zinc, gold concepts, perovskite batteries, duty-free shops, and horse racing concepts [2] AI Video Generation Impact - ByteDance's AI video generation model, Seedance 2.0, has gained significant attention for its ability to create high-quality videos from text or images in just 60 seconds. This innovation is expected to reshape the content production industry by reducing costs and production cycles [6] - The introduction of Seedance 2.0 is anticipated to accelerate the development of the short drama and animation sectors, which are currently facing challenges such as high costs and long production times. The model's capabilities are expected to lower production costs and increase industry capacity [7] Market Sentiment and Predictions - As the Lunar New Year approaches, investors are faced with the decision to hold stocks or cash. Historical data suggests a tendency for the Shanghai Composite Index to rise around the holiday period, with 7 out of the last 10 years showing gains [8] - Multiple institutions express optimism regarding the market's performance around the New Year, with a prevailing recommendation to "hold stocks for the holiday." This sentiment is supported by recent policy measures aimed at enhancing market confidence and liquidity [9] - Current valuation levels indicate that the overall A-share index price-to-book ratio has dropped to 1.90, which is at the historical median level. Earnings forecasts suggest a shift in focus from valuation to profitability, with certain sectors like technology manufacturing showing positive trends [10]

传媒概念股走强，光线传媒涨20%，恺英网络涨超7%，神州泰岳涨超4%。 受盘面影响，传媒ETF涨超4%。 | 代码 | ਤੇ ਕਿਹਾ 名称 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 159805 | 主 传媒ETF | 0.074 | 4.39% | | 512980 | 主 传媒ETF | 0.052 | 4.30% | | 516190 | 主 传媒ETF华夏 | 0.061 | 4.17% | 有券商表示，从中长期来看，随着内容供给逐步恢复，AI等技术赋能持续深化，叠加政策支持及消费 回暖预期，传媒行业景气度有望得到修复。建议关注影视院线、游戏、广告营销等领域业绩表现亮眼的 公司，并关注布局数字资产、应用AIGC相关技术的公司。 （文章来源：每日经济新闻） ...

Core Viewpoint - ByteDance's AI video generation model Seedance 2.0 has gained significant attention both domestically and internationally, leading to a surge in AI application themes in the A-share market [1][4]. Market Overview - On February 10, the A-share market exhibited a fluctuating trend with noticeable structural differentiation. AI application themes saw widespread increases, particularly in sectors such as short drama games, cultural media, online games, virtual humans, and cybersecurity, while the photovoltaic industry experienced a pullback [1]. - The Shanghai Composite Index closed at 4122.34, down 0.02%, and the Shenzhen Component Index closed at 14206.26, also down 0.02% [2]. Cultural Media Sector - The cultural media sector experienced a significant surge, with multiple stocks hitting the 20% limit up, including Readkey Culture, Jiecheng Co., Rongxin Culture, Light Media, and Chinese Online. Other stocks like Happiness Blue Sea rose over 10% [4][5]. - The cultural media index rose by 6.76%, indicating strong market performance [5]. AI Video Technology Impact - Seedance 2.0 is expected to lead the way in the short content field, such as AI comic dramas and short dramas, by significantly reducing production costs and shortening production cycles. This advancement is anticipated to drive industry capacity expansion [6]. - The model's capabilities include self-storyboarding, multi-modal references, audio-visual synchronization, and multi-camera narrative capabilities, which are expected to enhance video usability and lower production costs [6]. Gaming Sector Performance - The gaming sector also saw widespread gains on February 10, with stocks like Wento Holdings and Perfect World reaching their daily limits [8]. - The gaming index increased by 4.71%, reflecting positive market sentiment [9]. Regulatory Environment and Market Growth - In January 2026, 182 game licenses were issued, continuing a trend of normalized issuance since 2025, indicating regulatory support for the industry's healthy development. The gaming market's actual sales revenue is projected to reach 350.79 billion yuan in 2025, marking a 7.68% year-on-year growth [9][10]. - The gaming sector is expected to benefit from AI applications, with both established and new games leveraging AI to enhance user engagement and content creation [10]. Hong Kong Market Trends - The Hong Kong market mirrored the A-share surge, particularly in cultural media and innovative drug services, with notable gains in stocks like WuXi Biologics and WuXi AppTec [11].

Core Insights - The AI application in the media and gaming sectors is driving significant market activity, with various ETFs experiencing substantial gains, particularly the Film ETF which saw a limit-up increase [1] - ByteDance's launch of the AI video generation model Seedance 2.0 has sparked interest in AI-related stocks, although the model's ability to reference real human materials has been temporarily suspended for optimization [2] - The domestic gaming market is projected to continue its growth, with a notable increase in the number of game licenses issued, indicating a robust pipeline for future products [3] Group 1: ETF Performance - The Film ETF has increased by 10.03% year-to-date, with an estimated scale of 238 million [2] - The Gaming ETF has seen a rise of 6.68% year-to-date, with an estimated scale of 3.537 billion [2] - The Media ETF has grown by 5.87% year-to-date, with an estimated scale of 11.47 billion [2] Group 2: Market Trends - The pre-sale box office for new films during the 2026 Spring Festival has exceeded 86 million, indicating strong consumer interest [3] - The number of domestic game licenses issued in January increased by 33 compared to the previous month, and by 54 compared to the same period last year, suggesting improved approval processes [3] - The actual sales revenue of the domestic gaming market is projected to reach 350.79 billion in 2025, a year-on-year increase of 7.68% [3] Group 3: Industry Analysis - The gaming sector is expected to maintain a high growth trajectory, with the mobile gaming market projected to generate 257.08 billion in revenue, up 7.92% year-on-year [3] - The SW Media sector's allocation has shifted, with the gaming segment seeing an increase in overweight positions to 40.26% [4] - The revival of PC gaming and the increasing budget for mobile game development are expected to enhance the market's product offerings [5]

Group 1 - The core point of the news is that Kaiying Network's stock price increased by 5.61% to 24.09 CNY per share, with a trading volume of 869 million CNY and a turnover rate of 1.95%, resulting in a total market capitalization of 51.467 billion CNY [1] - Kaiying Network, established on January 3, 2000, and listed on December 7, 2010, is primarily engaged in game development, operation, and distribution, with its main business revenue composition being 73.03% from mobile games, 25.47% from information services, and 1.50% from web games [1] Group 2 - From the perspective of major fund holdings, Guotai Fund has a significant position in Kaiying Network, with the Guotai CSI Animation Game ETF (516010) increasing its holdings by 3.2079 million shares in the fourth quarter, bringing the total to 16.9526 million shares, which constitutes 11.41% of the fund's net value, making it the second-largest holding [2] - The Guotai CSI Animation Game ETF (516010) was established on February 25, 2021, with a current scale of 3.25 billion CNY, achieving a year-to-date return of 9.92% and a one-year return of 39.15% [2]

2月10日，恺英网络涨5.61%，截至发稿，报24.09元/股，成交8.43亿元，换手率1.90%，总市值514.67亿 元。 资料显示，恺英网络股份有限公司位于上海市浦东新区耀华路899号世博耀华商务中心A座15层，成立 日期2000年1月3日，上市日期2010年12月7日，公司主营业务涉及1)游戏业务:手游与页游等精品娱乐内 容的研发、运营及发行;(2)平台业务:网页游戏平台、移动应用分发平台的运营。主营业务收入构成为： 移动游戏73.03%，信息服务25.47%，网页游戏1.50%，其他业务0.00%。 从恺英网络十大流通股东角度 数据显示，南方基金旗下1只基金位居恺英网络十大流通股东。南方中证500ETF（510500）三季度减持 45.42万股，持有股数2489.52万股，占流通股的比例为1.32%。根据测算，今日浮盈赚取约3186.59万 元。 南方国证在线消费ETF（159728）成立日期2021年12月29日，最新规模4925.64万。今年以来收益 13.3%，同类排名324/5569；近一年收益22.35%，同类排名2968/4295；成立以来收益6.48%。 南方国证在线消费ETF（159 ...

Industry News - The Ministry of Transport's new regulatory meeting addressed issues with Gaode Taxi, highlighting management shortcomings and requiring immediate corrective actions to protect driver rights [41] - The Ministry of Commerce held a meeting with automotive companies to discuss strategies for enhancing automotive consumption, including the implementation of a vehicle trade-in program and industry management improvements by 2026 [41] - Apple plans to launch a new iPhone Flip model following the iPhone Fold, prompting Samsung Display to evaluate expanding OLED panel production capacity for Apple [41] - Rare earth product prices have increased, with praseodymium-neodymium oxide averaging 798,800 yuan/ton, up 41,300 yuan/ton; neodymium metal averaging 976,300 yuan/ton, up 61,900 yuan/ton; dysprosium oxide averaging 1,400,800 yuan/ton, up 16,500 yuan/ton; and terbium oxide averaging 6,214,300 yuan/ton, up 77,200 yuan/ton [41][42] Company News - Zhiguang Electric announced a contract for the sale of energy storage systems worth 1.004 billion yuan [43] - Zhejiang Longsheng reported a price increase of 5,000 yuan/ton for certain disperse dyes as of February 8 [43] - Source Technology plans to invest 1.251 billion yuan in the second phase of its optical communication semiconductor chip and device R&D production base [48] - Jinwei Co. intends to acquire 100% of Fusheng Mining for 210 million yuan, with the target company holding mining rights for a production scale of 50,000 tons/year [48]