Group 1: Robotics - Yingzi Network's revenue from intelligent service robots is relatively small [1] Group 2: Photovoltaics - Nanfang A has the capability to produce 9-11N polycrystalline silicon, primarily for the solar photovoltaic industry [1] - Zhongli Group's photovoltaic business has not yet involved space photovoltaic fields [1] - Sungrow Power has not yet engaged in space photovoltaic products [1] Group 3: Batteries - Shuanghuan Technology's sodium-ion battery cathode material pilot base has recently produced its first batch of products [1] Group 4: Commercial Aerospace - Juguang Technology does not have products applied in the commercial aerospace field [1] - Fengmao Co. has not made substantial progress in business expansion within the commercial aerospace sector [1] Group 5: Other Developments - Xinyi Semiconductor's 1.6T optical module products have achieved mass delivery and are in the process of increasing production capacity [1] - China Merchants Shekou has engaged in duty-free business with positive results, covering duty-free services for high-speed passenger ships on Hong Kong-Macau routes and outbound ports [1] - Wanda Film has invested in and produced the film "Fast and Furious 3," scheduled for release during the Spring Festival [1] - Dalian Electric Porcelain's Jiangxi company has a production plan for 2026 that is nearly full [1] - iFlytek's brain science research is still in the exploratory stage, with the company maintaining attention and appropriate investment [1] - Jingyan Technology's Vietnam operations have commenced and received the first batch of orders [1] - Haiguang Information's business layout has not yet involved TPU chips [1] - Haohua Technology has not yet achieved mass production of trifluoromethanesulfonic lithium [1]

2026年春节档，多部影片背后有上市影企参与。 （文章来源：21世纪经济报道） 资本市场已提前反应，横店影视年内涨幅达到121.6%。 其中中国电影参与了6部影片的出品或发行引进环节，采取多元化投资策略，分散风险的同时确保收益 覆盖。猫眼娱乐以主投或联合出品身份覆盖多家定档影片，博纳影业、万达电影、横店影视等亦参与其 中。 ...

格隆汇2月9日丨万达电影(002739.SZ)在投资者互动平台表示，公司投资出品影片《飞驰人生3》《惊蛰 无声》《熊出没·年年有熊》及联合出品影片《镖人》已定于春节档上映。 ...

多家上市公司参与投资了本次的春节档电影，包括猫眼娱乐(01896.HK)、博纳影业(001330.SZ)、 中国电影(600977.SH)、万达电影(002739.SZ)、横店影视(603103.SH)、光线传媒 （300251.SZ）等。 作者 | 第一财经 揭书宜 截至2月9日，已有8部影片定档2026年春节档。截至发稿，2026年春节档新片总票房（含点映及预 售）破2400万元。 在春节（大年初一）当天上映的影片分别是《飞驰人生3》《熊出没·年年有熊》《镖人：风起大 漠》《惊蛰无声》《星河入梦》和《熊猫计划之部落奇遇记》。此外，电影纪录片《重返狼群》将在 大年初三重映，喜剧《夜王》将在大年初四上映。 值得注意的是，IMAX成为近几年春节票房提升的板块，选择高端观影体验已成为市场显著趋势， 2025年，高格式影厅总票房攀至历史高点。2026年春节《飞驰人生3》、《镖人：风起大漠》、 《惊蛰无声》三部电影在春节将登陆IMAX影院。 灯塔专业版前瞻分析认为，2026年春节档电影市场或从2025年春节档的"一超多强"回归"多强争 霸" 的格局。灯塔专业版分析师陈晋分析称，十多年来，春节档票房节节攀升，从2014 ...

万达电影（002739.SZ）2月9日在投资者互动平台表示，公司投资出品影片《飞驰人生3》《惊蛰无声》 《熊出没·年年有熊》及联合出品影片《镖人》已定于春节档上映，欢迎前往万达影城观影。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问公司参与的2026年春节贺岁片有哪些？ ...

春节将近，春节档作为全年流量最大、竞争最激烈的黄金档期，一直是头部影视公司推出年度重磅影片的必争之地。值得关注 的是，2026年春节档长达9天，创下史上最长春节档纪录。 今年一共有8部电影定档春节档，影片题材丰富，涵盖喜剧、谍战、犯罪、动画、奇幻、家庭、纪录片等类型。还有沈腾、易烊 千玺、王鹤棣等知名演员扎堆加盟。 春节档是一年中最重要的档期之一，灯塔专业版分析称，中国影史单日票房TOP5中，有4次出现在大年初一。业内专家指出， 近年来，春节档的马太效应将愈加明显，头部影片预计将贡献超过70%的票房。 据猫眼专业版上映日历，除了纪录片《重返·狼群》于2月19日重映，黄子华、郑秀文等港星主演的喜剧电影《夜王》于2月20日 在两广（广东、广西）地区限定上映外，其他6部影片均定档大年初一（2月17日）上映。 8部影片云集春节档 《惊蛰无声》想看人数暂列第一 据灯塔专业版数据，目前《惊蛰无声》想看人数暂列第一，与《飞驰人生3》《镖人：风起大漠》构成这个春节档的头部主力阵 营，《熊出没·年年有熊》《星河入梦》及《熊猫计划之部落奇遇记》则各守类型基本盘。 灯塔专业版6日发布的《2026年春节档前瞻》显示，《惊蛰无声》年轻 ...

每经AI快讯，2月9日，万达电影（002739）在投资者互动平台表示，公司投资出品影片《飞驰人生3》 《惊蛰无声》《熊出没.年年有熊》及联合出品影片《镖人》已定于春节档上映。 ...

万达电影在互动平台表示，公司投资出品影片《飞驰人生3》《惊蛰无声》《熊出没·年年有熊》及联合 出品影片《镖人》已定于春节档上映。 （文章来源：第一财经） ...

Investment Rating - The report maintains a "Buy" rating for the media industry, highlighting strong performance in the sector compared to the broader market indices [1]. Core Insights - The media sector is expected to benefit from AI applications and consumer spending, with significant growth in digital marketing and advertising driven by AI technologies. Major internet companies are leveraging digital red envelopes to attract new customers for AI products during the Spring Festival [2][3]. - The report emphasizes the potential of the AIGC (AI Generated Content) sector, particularly in digital marketing, e-commerce, and AI-driven content creation, as key areas for investment [2][3]. Industry Overview - The media industry has shown resilience, with the Shanghai Composite Index and Shenzhen Component Index experiencing declines of -1.27% and -2.11% respectively, while the media sector has outperformed with significant gains [12]. - The report notes a resurgence in the digital marketing sector, particularly with the GEO (Geolocation) advertising model, which is expected to drive growth in 2026 [2][3]. Recommended Stocks and Rationale - Key stocks to watch include: - Wanda Film (002739): Actively embracing AI and participating in major Spring Festival films [3]. - Bona Film (001330): Expected to recover with participation in the Spring Festival film lineup [3]. - Mango Excellent Media (300413): Anticipated to benefit from AI integration in its core business [3]. - BlueFocus Communication Group (300058): A leading digital marketing firm actively adopting AI [3]. - Bilibili (9626.HK): Expected to see increased commercial value from community video content [3]. - The report suggests a focus on cinema chains and companies involved in the digital marketing and e-commerce sectors as potential investment opportunities [2][3]. Market Dynamics - The report highlights the competitive landscape in the AI-driven content creation space, with major players like Alibaba and ByteDance actively engaging in the AI Spring Festival initiatives [13][31]. - The cinema sector is gearing up for the 2026 Spring Festival with a diverse lineup of films, which is expected to attract various audience segments [14]. Financial Projections - The report provides earnings per share (EPS) forecasts for several companies, indicating a positive outlook for the media sector: - Huace Film & TV (300133): EPS projected to grow from 0.13 in 2024 to 0.27 in 2026 [7]. - Mango Excellent Media (300413): EPS expected to increase from 0.73 in 2024 to 0.82 in 2026 [7]. - Wanda Film (002739): EPS forecasted to rise from -0.43 in 2024 to 0.85 in 2026 [7].

Investment Rating - The report rates the industry as "Buy" [5] Core Insights - The AI application competition is intensifying, with major players like Yuanbao, Qianwen, and Doubao launching various promotional activities to capture AI traffic [2][8] - Internet penetration in China has surpassed 80%, with a user base of 1.125 billion, indicating a significant market for digital advertising [14][15] - The advertising market shows signs of recovery, with a notable increase in ad spending starting from July 2025, particularly during the November shopping festival [15] Summary by Sections AI Application Competition - During the 2026 Spring Festival, Yuanbao launched a 1 billion RMB cash red envelope campaign, while Qianwen initiated a 3 billion RMB promotional event focused on food delivery [8][10] - On February 6, 2026, these three AI applications dominated the iPhone app download charts, with Yuanbao and Qianwen reaching the top positions [10][12] Internet Penetration and Advertising Market - According to CNNIC, the internet penetration rate in China reached 80.1% in 2025, with 602 million users engaging with generative AI applications [14] - The advertising market has shown a recovery trend, with ad spending growth rates exceeding double digits from September to November 2025, peaking at 16.6% during the shopping festival [15][16] Recommended Stocks - The report recommends several companies across different sectors that are expected to benefit from the AI ecosystem, including: - **Gaming**: Century Huatong, Giant Network, Perfect World, and others [13] - **Film and Television**: Mango Super Media, Wanda Film, and Shanghai Film [13] - **Marketing**: Easy Point and Worth Buying [13] Industry Performance - The SW Media Index fell by 3.30% from February 2 to February 6, 2026, underperforming compared to major indices [5]