证券研究报告|行业研究周报 [Table_Date] 2026 年 2 月 8 日 [Table_Title] Claude Work 发布 13 款插件，AI 巨头春节档 发放红包 [Table_Title2] 传媒行业周报系列 2026 年第 6 周 请仔细阅读在本报告尾部的重要法律声明 证券研究报告|行业研究周报 价值；2）游戏行业：政策激励提振内需，科技赋能强化产 品竞争力，出海布局增长空间广阔；3）电影及文旅产业： 消费政策促进院线复苏，刺激改善型消费需求释放。受益 标的包括腾讯、阿里、中文传媒、捷成股份、锋尚文化、 名臣健康、大丰实业、奥拓电子、风语筑。 [Table_Summary] ►市场行情回顾 2026 年第6周（实际交易日为 2026.2.2-2026.2.6）上证指 数下跌 1.27%，沪深 300 指数下跌 1.33%，创业板指数下跌 3.28%。恒生指数下跌3.02%，恒生互联网指数下跌7.54%， 行业落后恒生指数 4.52pct。SW 传媒指数下跌 3.24%，领先 创业板指数 0.04pct，在申万一级 31 个行业涨跌幅排名中 位列第 26 位。子行业中体育、影视和广电位列 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300418 | 昆仑万维 | 58.88 | 5.39% | 163.98万 | 98.94亿 | | 002919 | 名臣健康 | 26.14 | 4.02% | 11.72万 | 3.03亿 | | 600715 | 文投控股 | 2.25 | 0.90% | 49.24万 | 1.10亿 | | 002605 | 姚记科技 | 25.79 | -0.12% | 8.87万 | 2.30亿 | | 300299 | 富春股份 | 7.10 | -0.42% | 26.63万 | 1.88亿 | | 300052 | ST中青宝 | 13.34 | -0.74% | 4.44万 | 5967.43万 | | 002425 | 凯撒文化 | 3.86 | -1.28% | 20.62万 | 7939.17万 | | 300031 | 宇通科技 | 22.85 | -1.47% | 8.86万 | 2.02亿 | | 603258 | 申魂网络 ...

从资金流向上来看，当日游戏板块主力资金净流出6.03亿元，游资资金净流出4.29亿元，散户资金净流入10.32亿元。游戏板块个股资金流向见下 表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300113 顺网科技 | | 1.59亿 | 4.95% | -9183.07万 | -2.85% | -6735.49万 | -2.09% | | 300418 | 昆仑万维 | 3723.89万 | 0.79% | -6882.46万 | -1.45% | 3158.57万 | 0.67% | | 300315 掌趣科技 | | 3073.61万 | 2.12% | -3387.01万 | -2.34% | 313.40万 | 0.22% | | 300043 | 星辉娱乐 | 2917.64万 | 3.49% | 99.10万 | 0.12% | -3016.74万 | -3.60% | | 300494 盛天网络 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002919 | 名臣健康 | 24.44 | -8.53% | 14.91万 | 3.75亿 | | 002558 | 巨人网络 | 46.21 | -7.23% | 66.54万 | 30.82 Z | | 300299 | 富春股份 | 7.27 | -4.72% | 54.26万 | 3.97亿 | | 300459 | 汤姆猫 | 5.20 | -3.88% | 240.34万 | 12.59亿 | | 300043 | 星辉娱乐 | 6.43 | -3.74% | 78.09万 | 5.02亿 | | 603444 | 吉比特 | 439.01 | -3.71% | 1.70万 | 7.51亿 | | 002517 | 恺英网络 | 24.68 | -3.67% | 52.86万 | 13.13亿 | | 002624 | 完美世界 | 17.34 | -2.91% | 46.55万 | 8.11亿 | | 300418 | 昆仑万维 ...

证券之星消息，1月22日游戏板块较上一交易日上涨0.0%，名臣健康领涨。当日上证指数报收于4122.58，上涨0.14%。深证成指报收于14327.05， 上涨0.5%。游戏板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002919 | 名臣健康 | 26.91 | 6.41% | 15.04万 | | 3.98亿 | | 300113 | 顺网科技 | 22.20 | 2.35% | 25.57万 | | 5.63亿 | | 603258 | 电魂网络 | 19.32 | 1.95% | 3.42万 | | 6562.03万 | | 600715 | 文投控股 | 2.27 | 1.79% | 43.37万 | | 9778.37万 | | 300459 | 汤姆猫 | 5.28 | 1.73% | 194.19万 | | 10.24亿 | | 300418 | 昆仑万维 | 53.45 | 1.64% | 67.89万 | | 36.32亿 | | 3 ...

Group 1 - Mingchen Health's stock increased by 5.14%, reaching 26.59 CNY per share, with a trading volume of 1.03 billion CNY and a turnover rate of 1.49%, resulting in a total market capitalization of 70.87 billion CNY [1] - Mingchen Health, established on December 14, 1994, and listed on December 18, 2017, is based in Shantou, Guangdong Province. The company specializes in the research, production, and sales of health care products, including shampoos, conditioners, shower gels, gel water, and skincare products [1] - The revenue composition of Mingchen Health is as follows: 76.84% from online games, 23.09% from daily chemical products, and 0.07% from other sources [1] Group 2 - Guotai Fund's Guotai Zhongzheng Animation Game ETF (516010) entered the top ten circulating shareholders of Mingchen Health, holding 1.2948 million shares, which accounts for 0.49% of the circulating shares. The estimated floating profit today is approximately 1.6832 million CNY [2] - The Guotai Zhongzheng Animation Game ETF (516010) was established on February 25, 2021, with a current scale of 30.01 billion CNY. Year-to-date returns are 11.68%, ranking 767 out of 5542 in its category; the one-year return is 61.36%, ranking 666 out of 4256; and since inception, the return is 59.5% [2] Group 3 - The fund manager of Guotai Zhongzheng Animation Game ETF (516010) is Huang Yue, who has been in the position for 4 years and 353 days. The total asset scale of the fund is 35.78 billion CNY, with the best fund return during his tenure being 50.08% and the worst being -57.08% [3]

名臣健康（002919.SZ）1月21日在投资者互动平台表示，目前公司在游戏产品的技术开发、产品策划、 美术、发行推广等方面均有一定的AI技术应用。 （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：请问贵公司在AI方面与哪些科研机构有合作？并且利 用AI进行技术开发取得什么成果？ ...

格隆汇1月21日丨名臣健康(002919.SZ)在互动平台表示，目前公司在游戏产品的技术开发、产品策划、 美术、发行推广等方面均有AI技术的一定应用。 ...

格隆汇1月21日丨名臣健康(002919.SZ)在互动平台表示，目前公司在游戏产品的技术开发、产品策划、 美术、发行推广等方面均有AI技术的一定应用。 ...

Market Overview - On January 15, the gaming sector declined by 0.27%, with Zhangqu Technology leading the drop. The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index closed at 14306.73, up 0.41% [1]. Individual Stock Performance - Notable gainers included: - Mingchen Health (002919) with a closing price of 25.72, up 10.01% and a trading volume of 217,700 shares, totaling 540 million yuan - Kaiying Network (002517) closed at 27.51, up 5.48% with a trading volume of 939,500 shares, totaling 2.576 billion yuan - Shiji Weitong (002602) closed at 19.83, up 2.75% with a trading volume of 1,484,700 shares, totaling 2.925 billion yuan [1]. - Notable decliners included: - Naqu Technology (300315) closed at 6.55, down 8.01% with a trading volume of 4,937,800 shares, totaling 3.251 billion yuan - Tom Cat (300459) closed at 5.72, down 5.30% with a trading volume of 4,958,200 shares, totaling 2.839 billion yuan - Zhejiang Shuculture (600633) closed at 16.73, down 3.80% with a trading volume of 1,179,100 shares, totaling 1.959 billion yuan [2]. Capital Flow Analysis - The gaming sector experienced a net outflow of 2.6 billion yuan from institutional investors, while retail investors saw a net inflow of 2.502 billion yuan. Speculative funds had a net inflow of approximately 98.549 million yuan [2]. Stock-Specific Capital Flow - Key stocks with significant capital flow include: - Shiji Weitong (002602) with a net inflow of 45.4996 million yuan from institutional investors, but a net outflow of 67.3594 million yuan from speculative funds - Mingchen Health (002919) had a net inflow of 38.9524 million yuan from institutional investors, with a net outflow from speculative and retail investors [3]. ETF Performance - The Gaming ETF (product code: 159869) tracking the China Animation and Gaming Index saw a 5-day decline of 10.84%, with a current PE ratio of 43.58 and a net redemption of 180 million yuan [5]. - The Food and Beverage ETF (product code: 515170) experienced a 5-day decline of 0.71%, with a PE ratio of 20.06 and a net redemption of 40.358 million yuan [5].