本报记者 许林艳 近日，受泡泡玛特IP手办LABUBU火爆影响，投资者对潮玩经济关注度骤升。6月16日，北京元隆雅图 文化传播股份有限公司（以下简称"元隆雅图"）再涨停，报收27.42元/股，而近12个交易日以来，该公 司共收获了8个涨停板。当日晚间，元隆雅图再次发布股票交易异常波动公告称，近期公司经营情况及 内外部经营环境均没有发生或预计将要发生重大变化。 "潮玩经济火热折射出消费市场正从'实用主义'向'情绪经济'转型，商家通过个性化产品满足大众精神需 求。"中国电子商务专家服务中心副主任郭涛如是说。 今年3月份，广东省韶关市武江区人民政府与韶关市阳威潮玩动漫有限公司举行签约仪式，总投资3000 万元的阳威塑胶制品生产基地项目正式落户武江城乡融合产业园。项目将建设集塑胶制品研发、生产、 销售于一体的现代化生产基地，主要生产潮流动漫手办、模型及扭蛋、盲盒等周边产品。项目投产后， 预计年产值将超过2亿元。 6月10日，浙江省商务厅等17部门联合印发了《关于支持游戏出海的若干措施》，围绕游戏产业提升、 平台支撑、生态优化、要素保障四个方面，提出20条具体措施，推动游戏产业做大做强、国际化发展。 当前，我国潮玩市场 ...

证券代码：002878 证券简称：元隆雅图 公告编号：2025-033 北京元隆雅图文化传播股份有限公司 关于公司股票交易异常波动的公告 本公司及全体董事会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。 一、股票交易异常波动的情况介绍 北京元隆雅图文化传播股份有限公司（以下简称"公司"）股票（证券简 称：元隆雅图；证券代码：002878）在 2025 年 6 月 13 日、2025 年 6 月 16 日 连续 2 个交易日内收盘价格涨幅偏离值累计达到 20%，根据《深圳证券交易所 交易规则（2023 年修订）》的有关规定，属于股票交易异常波动。 二、公司关注并核实的相关情况 1、经自查，公司不存在违反信息公平披露的情形。 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共媒体报道了可能或已经对公司股票交易价格产生较 大影响的未公开重大信息； 3、公司近期经营情况及内外部经营环境均没有发生或预计将要发生重大变 化； 4、公司、控股股东和实际控制人不存在关于公司的应披露而未披露的重大 事项，或处于筹划阶段的重大事项； 5、股票交易异常波动期间，公司控股股东、实 ...

Core Viewpoint - Yuanlong Yatu (002878.SZ) has seen a significant stock price surge driven by the hype around RWA (Real World Asset Tokenization) and IP economy, despite facing substantial financial losses and operational challenges [1][2]. Group 1: Stock Performance and Market Dynamics - Yuanlong Yatu's stock price increased dramatically, achieving 8 consecutive trading limits within 11 days, with a total rise of nearly 90% in just over 20 days [1][2]. - The stock's surge was influenced by the approval of the "Stablecoin Regulation Draft" by the Hong Kong Legislative Council, which triggered movements in related concepts in the A-share market [2]. - The company reported a net inflow of over 3.3 billion yuan from major funds during the stock's upward trend, indicating strong market interest [2][3]. Group 2: Financial Performance and Challenges - Despite revenue growth from 1.99 billion yuan in 2020 to 2.79 billion yuan in 2024, Yuanlong Yatu's net profit has plummeted from 167 million yuan in 2022 to a loss of 1.84 billion yuan in 2024, highlighting a troubling trend of increasing revenue without corresponding profit [5][6]. - The company's heavy reliance on event-related revenue, particularly from the Winter Olympics, has led to significant volatility in earnings, with a dramatic drop in related income from 1.13 billion yuan in 2022 to just 55.5 million yuan in 2024 [6][8]. - The IP promotion service business has a low gross margin of 14.49%, significantly lower than competitors like Pop Mart, which has a gross margin of 66.8%, indicating a lack of competitive strength in IP operations [6][7]. Group 3: Strategic Investments and Future Outlook - Yuanlong Yatu has been increasing investments in R&D and sales, with total expenses in these areas reaching 382 million yuan in 2024, a year-on-year increase of 4.83% [7]. - The company recorded a goodwill impairment of 171 million yuan due to the acquisition of Qianma Network, further exacerbating its financial losses in 2024 [8]. - Although the company reported a profit of 24.77 million yuan in Q1 2025, this was still a 13.74% decline year-on-year, raising concerns about the sustainability of its recovery, especially given its reliance on major events for revenue [8].

12天8板元隆雅图：公司不存在违反信息公平披露的情形 金十数据6月16日讯，元隆雅图公告称，公司股票在2025年6月13日、2025年6月16日连续两个交易日内 收盘价格涨幅偏离值累计达到20%，属于股票交易异常波动。经自查，公司不存在违反信息公平披露的 情形。公司近期经营情况及内外部经营环境均没有发生或预计将要发生重大变化。 ...

Market Overview - On June 16, the A-share market saw all three major indices rise, with over 3,500 stocks increasing in value. Market focus was on sectors such as Ant Financial concepts, gaming, film and television, and cross-border payment [1] - A total of 55 stocks hit the daily limit up, with 17 stocks achieving consecutive limit ups. The limit up rate was 72% (excluding ST and delisted stocks) [2] Key Stocks - The stock of Jiekang Equipment (300875) rose by 20.01% to 37.72, marking its second consecutive limit up [3] - Dongshan Precision (002384) announced plans to acquire 100% of Solstice Optoelectronics, leading to a 10.02% increase in its stock price to 34.60 [12][16] - Tianyang Technology (300872) experienced a 20.00% increase to 22.68, driven by its focus on stablecoins and cross-border payments [17] Trading Volume and Turnover - The trading volume for Light Media (300251) reached 57.64 billion, with a price increase of 19.98% [4][8] - Dongshan Precision had a trading volume of 81.39 billion, with a 10.02% increase [12] - Tianyang Technology's trading volume was 30.77 billion, with a 20.00% increase [17] Institutional Activity - The top three net purchases by institutions included Light Media (2.1 billion), Dongshan Precision (1.25 billion), and Yuyuan Technology (1.19 billion) [27] - The top three net sales by institutions were Aoyang Health (-1.21 billion), Tongyuan Oil (-1.07 billion), and Qianhong Pharmaceutical (-846.77 million) [5][23] Industry Insights - The Shanghai International Film Festival highlighted the economic impact of films like "Nezha," with projections of over 200 billion RMB in GDP contribution and over 1 billion USD in overseas box office potential [11] - The summer film season has seen a total box office of 860 million RMB, with 78 films scheduled for release, indicating a strong pipeline of both domestic and international films [11]

资金面上看，今日快手概念板块获主力资金净流入15.40亿元，其中，25股获主力资金净流入，6股主力 资金净流入超5000万元，净流入资金居首的是三维通信，今日主力资金净流入5.64亿元，净流入资金居 前的还有元隆雅图、遥望科技、中文在线等，主力资金分别净流入3.58亿元、2.85亿元、2.43亿元。 截至6月16日收盘，快手概念上涨3.07%，位居概念板块涨幅第9，板块内，46股上涨，三维通信、元隆 雅图、遥望科技等涨停，法本信息、先进数通、天地在线等涨幅居前，分别上涨8.11%、6.22%、 6.02%。跌幅居前的有ST联合、新华都、好想你等，分别下跌4.99%、0.46%、0.20%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 数字货币 | 4.72 | 毛发医疗 | -0.99 | | 蚂蚁金服概念 | 4.40 | 青蒿素 | -0.92 | | 电子身份证 | 4.07 | 金属锌 | -0.92 | | 跨境支付(CIPS) | 3.83 | 金属铅 | -0.71 | | Web3.0 | ...

截至6月16日收盘，小红书概念上涨3.05%，位居概念板块涨幅第10，板块内，48股上涨，三维通信、 元隆雅图、遥望科技等涨停，美登科技、天地在线、佳云科技等涨幅居前，分别上涨21.85%、6.02%、 5.88%。跌幅居前的有ST联合、新华都等，分别下跌4.99%、0.46%。 今日涨跌幅居前的概念板块 | 300766 | 每日互 | 2.59 | 6.89 | 3665.77 | 4.30 | | --- | --- | --- | --- | --- | --- | | | 动 | | | | | | 603598 | 引力传 媒 | 3.33 | 7.32 | 2989.25 | 8.41 | | 002739 | 万达电 | 3.55 | 1.42 | 2524.87 | 7.36 | | | 影 | | | | | | 600556 | 天下秀 | 5.36 | 7.93 | 2128.09 | 2.75 | | 002354 | 天娱数 科 | 0.47 | 3.79 | 2034.39 | 5.13 | | 002654 | 万润科 技 | 1.93 | 2.54 | 2024.75 | 8 ...

从2022年1.63亿元的盈利巅峰，到2024年1.84亿元的巨额亏损，元隆雅图营收规模不断扩张，但净利润 却持续缩水。 在RWA与IP经济概念的热浪席卷下，元隆雅图（002878.SZ）股价狂飙，11天斩获8板，短短20余日累计 涨幅近9成，成为资本市场焦点。 从2022年1.63亿元的盈利巅峰，到2024年1.84亿元出现巨额亏损，元隆雅图营收规模不断扩张，但净利 润却持续缩水。增收不增利、业务过度依赖赛会红利、IP运营缺乏核心竞争力，重重问题交织下，元隆 雅图的业绩能否支撑起当下的高股价？ 多个概念轮番热炒 在RWA（真实世界资产代币化）和IP经济双重概念刺激下，元隆雅图近期大涨录得11天7板。在6月11日 到13日三连板后，6月16日元隆雅图开盘涨停后开板，并在10点半再度封板，多空博弈激烈，换手率近 30%。 5月21日，香港立法会审议通过了《稳定币条例草案》，引发A股二级市场相关概念异动，包括RWA和 数字支付概念。 5月23日，元隆雅图在互动易平台上回复称，RWA通过区块链、web3.0等技术以数字化、数据化、数字 资产的形式进行价值储存、交易与生态发展正成为新的趋势，公司控股子公司喔哇宇宙 （ ...

Market Overview - The market opened low but rebounded, with all three major indices rising. The trading volume reached 1.24 trillion yuan, with over 3,500 stocks in the Shanghai and Shenzhen markets showing gains [1] - Stablecoin concept stocks surged, with companies like Hengsheng Electronics, Sifang Precision, Hengbao Co., and Hailian Jinwei hitting the daily limit [1] - Oil and gas stocks experienced a peak but then retreated, with Shandong Molong, Junyou Co., and Beiken Energy also reaching the daily limit [1] - The IP economy continued to show strength, boosting sectors like 3D printing, with stocks such as Yuanlong Yatu and Dizu Fashion also hitting the daily limit [1] Blockchain Sector - The blockchain concept saw significant gains, with stocks like GCL-Poly Energy and Hengbao Co. hitting the daily limit. The Hong Kong government has passed the "Stablecoin Regulation," which will establish a licensing system for stablecoin issuers, effective from August 1 [4][7] - According to DEFILLAMA, the global stablecoin market cap reached approximately $250.3 billion (about 1.8 trillion yuan) as of June 8, 2025, marking a 50-fold increase from about $5 billion at the end of 2019 [7] - The introduction of the stablecoin legislation in Hong Kong is expected to accelerate the compliance development of stablecoins and promote the large-scale application of Real World Assets (RWA), with the RWA market projected to reach $16 trillion by 2030 [7] IP Economy - The IP economy remained active, with stocks like Yuanlong Yatu and Dizu Fashion hitting the daily limit. Light Media's chairman revealed that the sales of derivatives related to "Nezha 2" have reached hundreds of billions [9][10] - The Chinese IP derivative market is expected to reach 174.2 billion yuan by 2024, with a compound annual growth rate of 15.1% from 2020 to 2024 [11] 3D Printing Sector - The 3D printing sector showed strength, with stocks like Jinchengzi and Haizheng Materials hitting the daily limit. Reports indicate that significant cost reductions in product iterations have been achieved through 3D printing technology [12][14] - The 3D printing industry in China is experiencing rapid growth, with equipment production increasing by 36% year-on-year in 2023 and exports rising by 55% [14] - The popularity of IPs has led to a surge in 3D printing community responses, with developers optimizing 3D models for new IPs, indicating a promising future for 3D printing materials [14]

今日共55股涨停，连板股总数17只，其中三连板及以上个股1只，上一交易日共8只连板股，连板股晋级率12.50%（不含ST股、退市股）。个股方面整体呈 修复态势，全市场超3500只个股上涨。短线资金尝试高低切换，全市场二连板以上个股仅元隆雅图一只，高位股中金鹰股份跌停，共创草坪、粤传媒跌近 9%。板块方面，稳定币概念卷土重来，元隆雅图缩量涨停走出12天8板，午后板块情绪进一步加强，金时科技涨停录得10天7板，此外朗新集团、天阳科 技、四方精创20CM涨停；地缘冲突相关概念继续发酵，油气、化工（甲醇、碳酸锶、盐酸氨丙啉）方向领涨，金牛化工、云煤能源、大洋生物、山东墨龙 等个股晋级2连板，不过值得注意的是，洲际油气、和顺石油等个股尾盘炸板，部分资金抢跑兑现。 | 晋级率 连板数 | | 2025-6-10 | | --- | --- | --- | | 1/4=25% 3 #4 | 元隆雅图(稳定币+IP经济) | | | 1进2 16/49=32% | 金橙子 (3D打印) 贝肯能源(油气) | | | | 山东墨龙 (油气) | | | | 大洋生物 (化工) | | | | 捷强装备(军工+核污染防治) | ...