（文章来源：证券日报） 证券日报网讯 1月27日，华策影视在互动平台回答投资者提问时表示，电视剧《太平年》已于2026年1 月23日播出，电影《寻秦记》的普通话版本预告片已发布。 ...

（文章来源：证券日报） 证券日报网讯 1月27日，华策影视在互动平台回答投资者提问时表示，公司持续关注并战略性布局符合 国家产业政策导向的科技创新领域，积极探索与现有业务的协同机会。 ...

证券日报网讯1月27日，华策影视（300133）在互动平台回答投资者提问时表示，截至2026年1月20日， 公司总股东户数为70208户。 ...

证券日报网讯1月27日，华策影视（300133）在互动平台回答投资者提问时表示，公司控股股东大策投 资旗下有浙江华策影视高级技工学校等职业教育相关业务。 ...

证券日报网讯1月27日，华策影视（300133）在互动平台回答投资者提问时表示，公司生产经营正常， 公司2025年年度报告的预约披露时间为2026年4月23日。 ...

每经AI快讯，有投资者在投资者互动平台提问：贵司还有没有韩国公司？ 华策影视（300133.SZ）1月27日在投资者互动平台表示，目前公司持有韩国NEW的部分股份。 （文章来源：每日经济新闻） ...

华策影视（300133.SZ）1月27日在投资者互动平台表示，公司生产经营正常，公司2025年年度报告的预 约披露时间为2026年4月23日，敬请关注。 （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：最近网上说华策影视业绩大幅亏损，和股价最近大幅 下跌非常契合，请问是否属实？ ...

Investment Rating - The report maintains a "Buy" rating for the media industry, highlighting its strong performance relative to the market [1][9]. Core Insights - The first quarter of 2026 is expected to benefit from the Spring Festival and the AI Spring Festival Gala, with diverse film offerings catering to various audience preferences. The integration of AI in cinema operations and new interactive experiences is anticipated to explore new commercial boundaries [3][4][15]. - The AI Spring Festival Gala is expected to reignite interest in AI applications and competition for new traffic entry points, with various AI-driven apps emerging to enhance digital marketing and e-commerce [3][4][16][17]. - The report emphasizes the ongoing transformation in the media landscape driven by technological advancements, particularly in AI, which is expected to create new business models and content production paradigms [3][4][16]. Industry Overview - The media industry has shown strong performance, with a 50.7% increase over the past 12 months compared to the Shanghai and Shenzhen 300 index, which only increased by 22.7% [1]. - The report notes that the film market is set to feature four major films for the Spring Festival, with themes ranging from national security to family-friendly animation, indicating a diverse content supply [15]. - The gaming sector is experiencing growth, with the market for legendary games projected to exceed 400 billion yuan in 2026, driven by technological advancements and the proliferation of mini-games [23][24]. Recommended Stocks and Rationale - The report recommends several stocks, including Wanda Film (002739), Mango Super Media (300413), and BlueFocus Communication Group (300058), citing their strong positions in the industry and potential for growth [4][9]. - Specific companies are highlighted for their innovative approaches, such as Wanda Film's integration of AI in its operations and the development of new interactive entertainment experiences [15][16]. - The report also mentions the potential of companies like Bilibili (9626.HK) and Tencent (0700.HK) to leverage AI technologies in their marketing strategies [4][9].

Investment Rating - The report maintains a "Buy" rating for the media industry, highlighting strong performance compared to the Shanghai and Shenzhen 300 indices [1][9]. Core Insights - The first quarter of 2026 is expected to benefit from the Spring Festival and the AI Spring Festival Gala, with diverse film offerings catering to various audience preferences. The cinema industry is actively embracing AI and exploring new commercial boundaries [3][15]. - The AI Spring Festival Gala is anticipated to reignite interest in AI applications and competition for new traffic entry points, with various AI-driven apps emerging to enhance digital marketing and e-commerce [3][16][17]. - The report emphasizes the importance of quality content in driving audience demand amidst increasing competition from other entertainment options, suggesting that cinema operators must innovate to maintain competitiveness [15]. Industry Overview - The media industry has shown significant growth, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index reflecting varying performance levels [14]. - The report notes that the film industry in China is projected to generate substantial revenue, with the total industry output expected to exceed 8,172.59 billion yuan in 2025, indicating a robust market [28]. Recommended Stocks and Rationale - Key stocks to watch include: - Wanda Film (002739): Leading cinema chain participating in the Spring Festival lineup [4]. - Mango Super Media (300413): Benefiting from historical drama series [4]. - BlueFocus Communication Group (300058): Innovating in AI-driven marketing [4]. - Shanghai Film (601595): Engaging in AI collaborations to enhance content creation [4]. - The report suggests that these companies are well-positioned to leverage AI advancements and capitalize on the upcoming Spring Festival [4][9].

1月20日，据"浙江发布"公众号消息，为落实省委、省政府关于加快建设高水平文化强省的工作要求和 促进人工智能高质量发展的工作部署，加快推动文化和人工智能深度融合创新发展，经行业评估，浙江 省委宣传部确定首批"人工智能+文化"重点模型和应用场景名单。 在数字版权保护领域，阜博集团有限公司的人工智能数字内容资产保护和贸易平台入选首批应用场景名 单。公开资料显示，该平台融合人工智能与区块链技术，构建起数字内容新型基础设施与平台应用服 务，面向海量内容与广大创作者，提供涵盖确权、保护、变现的全链路服务，并为人工智能生成内容构 建大规模版权经济基础设施。 上海市海华永泰律师事务所高级合伙人孙宇昊律师告诉《证券日报》记者，AI营销、数字版权保护等 业务的盈利可持续性，核心取决于商业实践与版权合规的衔接程度。免费抓取数据训练模型的模式已难 以为继，合法的数据供给与授权合作才是盈利关键，官方授权的AI二创与IP衍生开发将成未来爆发性细 分场景。 他还表示，企业在享受政策红利时，需应对两大挑战，一是技术合规，新修订的《中华人民共和国网络 安全法》对数据安全、版权归属提出更高要求；二是行业竞争与监管，需规避"唯流量"恶性竞争，落 ...