广州金逸影视传媒股份有限公司 2025 年半年度报告全文 广州金逸影视传媒股份有限公司 2025 年半年度报告 2025 年 8 月 广州金逸影视传媒股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会及董事、高级管理人员保证半年度报告内容的真实、准确、完 整，不存在虚假记载、误导性陈述或者重大遗漏，并承担个别和连带的法律责 任。 公司负责人李晓文、主管会计工作负责人曾凡清及会计机构负责人(会计 主管人员)黄于理声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本半年度报告中有涉及公司经营和发展战略等未来计划的前瞻性陈述，该 计划不构成公司对投资者的实质承诺，请投资者注意投资风险。 本公司存在的风险因素已在本报告中第三节"管理层讨论与分析"中予以 详细描述，敬请投资者注意风险。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 1 | 目录 | | --- | | 第一节 | 重要提示、目录和释义 | 1 | | --- | --- | --- | | 第二节 | 公司简介和主要财务指标 | 5 | | 第三节 | 管理层 ...

Market Overview - The film and theater sector experienced a decline of 3.24% on August 27, with Bona Film Group leading the drop [1] - The Shanghai Composite Index closed at 3800.35, down 1.76%, while the Shenzhen Component Index closed at 12295.07, down 1.43% [1] Individual Stock Performance - Bona Film Group's stock price fell by 6.83% to 5.73, with a trading volume of 1.77 million shares and a transaction value of 1.10 billion [2] - Other notable declines include Light Media down 5.49% to 19.80, and Golden Screen Cinemas down 4.80% to 9.53 [2] - The highest closing price in the sector was Shanghai Film at 31.04, down 3.96% [2] Capital Flow Analysis - The film and theater sector saw a net outflow of 723 million from institutional investors, while retail investors contributed a net inflow of 542 million [2][3] - The data indicates that retail investors are more active in the sector, with a net inflow of 542 million, compared to the outflow from institutional investors [2][3] Stock-Specific Capital Flow - For individual stocks, Jiecheng Co. saw a net inflow of 86.49 million from retail investors, while it experienced a net outflow of 54.72 million from institutional investors [3] - Wanda Film had a net outflow of 5.80 million from institutional investors but a net inflow of 27.57 million from retail investors [3] - The overall trend shows that while institutional investors are pulling back, retail investors are stepping in to buy [3]

Group 1 - The company Jin Yi Film stated that as of July 31, 2025, the number of its shareholders is expected to be 32,929 households [2]

Market Overview - On August 21, the film and cinema sector rose by 0.13% compared to the previous trading day, with Bona Film Group leading the gains [1] - The Shanghai Composite Index closed at 3771.1, up 0.13%, while the Shenzhen Component Index closed at 11919.76, down 0.06% [1] Individual Stock Performance - Bona Film Group (001330) closed at 5.05, up 2.85% with a trading volume of 500,400 shares and a turnover of 252 million yuan [1] - Light Media (300251) closed at 20.06, up 1.67% with a trading volume of 970,400 shares and a turnover of 1.94 billion yuan [1] - China Film (600977) closed at 13.04, up 1.64% with a trading volume of 354,500 shares and a turnover of 460 million yuan [1] - Other notable performers include Zhongshi Media (600088) at 17.55, up 1.50%, and Jinyi Film (002905) at 9.95, up 1.22% [1] Capital Flow Analysis - The film and cinema sector experienced a net outflow of 82.57 million yuan from institutional investors, while retail investors saw a net inflow of 34.26 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors are more active [2] Detailed Capital Flow by Company - Light Media (300251) had a net outflow of 48.54 million yuan from institutional investors, while retail investors contributed a net inflow of 1.07 million yuan [3] - Huayi Brothers (300027) saw a net inflow of 37.89 million yuan from institutional investors, but a net outflow of 30.36 million yuan from retail investors [3] - China Film (600977) had a net inflow of 16.14 million yuan from institutional investors, while retail investors experienced a net outflow of 25.54 million yuan [3] - Bona Film Group (001330) had a net inflow of 10.25 million yuan from institutional investors, but also saw a net outflow from retail investors [3]

Market Performance - The film and cinema sector saw a rise of 4.42% on August 18, with Huazhi Shumedia leading the gains [1] - The Shanghai Composite Index closed at 3728.03, up 0.85%, while the Shenzhen Component Index closed at 11835.57, up 1.73% [1] Individual Stock Performance - Huazhi Shumedia (300426) closed at 11.57, up 20.02% with a trading volume of 588,300 shares and a transaction value of 665 million [1] - Huace Film & TV (300133) closed at 9.30, up 20.00% with a trading volume of 3,980,400 shares [1] - Other notable performers include: - Baida Qiancheng (300291) at 7.01, up 14.36% [1] - Ciweng Media (002343) at 8.70, up 9.99% [1] - Huanrui Century (000892) at 5.32, up 9.92% [1] Capital Flow Analysis - The film and cinema sector experienced a net inflow of 931 million from institutional investors, while retail investors saw a net outflow of 84.94 million [2] - The main capital inflow and outflow for selected stocks include: - Huace Film & TV had a net inflow of 475 million from institutional investors [3] - Ciweng Media had a net inflow of 231 million from institutional investors [3] - Huanrui Century had a net inflow of 153 million from institutional investors [3]

Group 1 - The A-share film and television stocks have collectively strengthened, with notable increases in stock prices for several companies, including Huazhi Shumedia reaching a 20% limit up and others like Baida Qiancheng and Huace Film & TV seeing gains of over 17% and 15% respectively [1] - As of 4 PM on the 18th, the total box office for the summer 2025 film season (including pre-sales) reached 9.956 billion yuan, with expectations to surpass 10 billion yuan on the same day; total audience attendance has exceeded 260 million, showing significant growth compared to the same period last year [1] Group 2 - The stock performance details include: - Huazhi Shumedia (300426) with a 20.02% increase and a market cap of 5.211 billion yuan, year-to-date increase of 17.22% - Baida Qiancheng (300291) with a 17.46% increase and a market cap of 6.782 billion yuan, year-to-date increase of 43.14% - Huace Film & TV (300133) with a 15.48% increase and a market cap of 17 billion yuan, year-to-date increase of 24.47% - Other companies like Ciweng Media, Huanrui Century, and Huayi Brothers also showed significant gains [2]

Group 1 - The A-share film and television stocks collectively strengthened, with Huazhi Shumedia hitting the daily limit up by 20%, and other companies like Bainachiancheng and Huace Film & TV seeing significant gains of over 17% and 15% respectively [1][2] - The total box office for the summer season in 2025 reached 9.956 billion yuan as of August 18, with expectations to surpass 10 billion, and total audience attendance exceeded 260 million, showing a significant increase compared to the same period last year [2] Group 2 - The market capitalization and year-to-date performance of key companies are as follows: Huazhi Shumedia at 5.211 billion yuan with a 17.22% increase, Bainachiancheng at 6.782 billion yuan with a 43.14% increase, and Huace Film & TV at 17 billion yuan with a 24.47% increase [2] - Other notable companies include Ciweng Media with a market cap of 4.132 billion yuan and a year-to-date increase of 40.32%, and Huayi Brothers with a market cap of 8.102 billion yuan and an 11.45% increase [2]

消息面上，据网络平台数据，截至18日4时，2025年暑期档电影总票房(含预售)达99.56亿元，18日有望 突破百亿大关。 人民财讯8月18日电，影视股盘初冲高，华策影视（300133）、百纳千成（300291）涨超10%，欢瑞世 纪（000892）、华谊兄弟（300027）、金逸影视（002905）等跟涨。 ...

证券日报网讯金逸影视（002905）8月4日在互动平台回答投资者提问时表示，截至2025年7月31日，公 司的股东人数是32929户。 ...

Group 1 - The core point of the article is that Jinyi Film has experienced a significant stock price increase, achieving a limit-up and a consecutive two-day rise [2] - Over the past two days, Jinyi Film's stock has accumulated a total increase of 21.03% [2]