Zhejiang Huace Film and TV (300133)
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政策引路AI赋能 上市公司竞逐“文化+科技”赛道
Zheng Quan Ri Bao Wang· 2026-01-21 13:13
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 ...
影视院线板块1月21日涨0.03%,中国电影领涨,主力资金净流入1.92亿元
Zheng Xing Xing Ye Ri Bao· 2026-01-21 09:08
证券之星消息,1月21日影视院线板块较上一交易日上涨0.03%,中国电影领涨。当日上证指数报收于 4116.94,上涨0.08%。深证成指报收于14255.12,上涨0.7%。影视院线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) | | | --- | --- | --- | --- | --- | --- | --- | | 600977 | 中国电影 | 16.47 | 1.67% | 37.73万 | | 6.18亿 | | 001330 | 博纳影业 | 8.53 | 1.55% | 89.78万 | | 7.68亿 | | 603103 | 横店影视 | 19.12 | 1.06% | 10.20万 | | 1.96亿 | | 300133 | 华策影视 | 8.68 | 0.93% | 78.98万 | | 6.89亿 | | 002739 | 万达电影 | 11.31 | 0.44% | 54.11万 | | 6.12亿 | | 300528 | 辛福蓝海 | 21.24 | 0.28% | 9.46万 | | 2.01亿 | | 0008 ...
聚焦吴越国“纳土归宋”史诗, 《太平年》全球启航
Xin Lang Cai Jing· 2026-01-18 15:20
Core Viewpoint - The historical drama "Taiping Year" is set to launch globally, focusing on the epic story of the Wu-Yue Kingdom's integration into the Song Dynasty, produced by Huace Group and supported by various cultural and tourism organizations in Zhejiang [1][3]. Group 1: Production and Support - "Taiping Year" has been in development for ten years and has received multiple supports, including funding from the Ministry of Culture and key project guidance from the National Radio and Television Administration [3]. - The series will be broadcast on major platforms such as CCTV-1, iQIYI, Mango TV, and Tencent Video, with translations in 15 languages across over 100 global broadcasting institutions [1][3]. Group 2: Cultural Significance - The drama reflects the historical contributions of the Wu-Yue Kingdom, emphasizing themes of peace and unity within Chinese civilization [5][6]. - The Zhejiang Provincial Department of Culture, Radio, and Tourism highlighted the project as a significant initiative for the "Drama Tourism Zhejiang" program, aiming to enhance the integration of film and tourism [5]. Group 3: Creative Insights - The creative team, including the producer and directors, emphasized the importance of historical accuracy and character depth, aiming to resonate with contemporary audiences while maintaining the integrity of the historical narrative [8][10]. - The series features over 230 characters, aiming to present a rich and nuanced portrayal of historical figures and events [8]. Group 4: Audience Engagement - The launch event included initiatives to promote tourism related to the series, encouraging audiences to explore the cultural heritage of the Wu-Yue region through various activities and themed tours [12]. - The project aims to transition from merely telling Chinese stories to engaging audiences in a deeper cultural dialogue, enhancing the global understanding of Chinese history and values [12].
《太平年》发布会在杭举行 以史为镜叩问“太平”真义
Xin Lang Cai Jing· 2026-01-18 12:16
发布会现场,演员倪大红分享拍摄故事。曹丹 摄 五代十国时期常被视为唐宋盛世之间的"历史夹缝"。中原王朝在短短53年间更迭五次,天下分崩离析。 而偏居东南的吴越国,在钱氏三代五王的治理下,实现了长达72年的相对稳定与繁荣,成为乱世中的一 方安宁之地。 "唐宋之间的吴越国的历史价值长期被低估。"中国丝绸博物馆副馆长郑嘉励说,吴越国"保境安民"的理 念与"纳土归宋"的抉择,展现了动荡中守护区域安宁、以和平方式促成政权融合的独特智慧,这正是中 华文明和平性、包容性的生动体现。 作者 曹丹 公元978年,吴越国最后一位君主钱俶审时度势,决定将所辖十三州、八十六县、五十五万余户民众悉 数献于北宋。这份被称为"纳土归宋"的政治选择,没有血腥的征伐与惨烈的抵抗,只有一次平静的权力 交割。 千年之后,这段历史往事被搬上荧屏,其间的历史抉择与思考,引发当代观众对"太平"真义的思考。 1月18日,重大历史题材电视剧《太平年》全球启航发布会在浙江杭州西子湖畔、千年吴越文化地标 ——钱王祠举行。该剧以五代十国末年至北宋初年为背景,聚焦吴越国君主钱俶内除奸臣、外御强敌, 最终通过"纳土归宋"实现天下太平的历史进程。 1月18日, 中新网 ...
华策影视股价跌5.16%,南方基金旗下1只基金位居十大流通股东,持有1217.15万股浮亏损失584.23万元
Xin Lang Cai Jing· 2026-01-16 02:42
南方中证1000ETF(512100)成立日期2016年9月29日,最新规模766.3亿。今年以来收益8.51%,同类 排名1463/5531;近一年收益44.65%,同类排名1681/4215;成立以来收益24.1%。 从华策影视十大流通股东角度 数据显示,南方基金旗下1只基金位居华策影视十大流通股东。南方中证1000ETF(512100)三季度减 持14.41万股,持有股数1217.15万股,占流通股的比例为0.75%。根据测算,今日浮亏损失约584.23万 元。 1月16日,华策影视跌5.16%,截至发稿,报8.82元/股,成交4.99亿元,换手率3.42%,总市值166.55亿 元。 资料显示,浙江华策影视股份有限公司位于浙江省杭州市西湖区华策中心1号楼401室,成立日期2005年 10月25日,上市日期2010年10月26日,公司主营业务涉及文化影视内容提供、运营和产业战略布局。主 营业务收入构成为:电视剧制作发行45.59%,电视剧版权发行20.70%,经纪业务10.02%,算力业务 7.15%,电影销售5.54%,其他4.50%,音乐4.12%,影院票房2.54%,其他(补充)1.10%,广告0 ...
华策影视股价跌5.04%,大成基金旗下1只基金重仓,持有35.24万股浮亏损失17.27万元
Xin Lang Cai Jing· 2026-01-15 03:50
Group 1 - The core point of the news is that Huace Film & TV experienced a decline of 5.04% in its stock price, reaching 9.23 CNY per share, with a trading volume of 1 billion CNY and a turnover rate of 6.52%, resulting in a total market capitalization of 17.429 billion CNY [1] - Huace Film & TV, established on October 25, 2005, and listed on October 26, 2010, is primarily engaged in cultural and film content provision, operation, and strategic industry layout [1] - The revenue composition of Huace Film & TV includes: 45.59% from TV drama production and distribution, 20.70% from TV drama copyright distribution, 10.02% from agency business, 7.15% from computing power business, 5.54% from film sales, 4.50% from other sources, 4.12% from music, 2.54% from cinema box office, 1.10% from supplementary sources, and 0.06% from advertising [1] Group 2 - From the perspective of major fund holdings, Dachen Fund has a fund that heavily invests in Huace Film & TV, specifically the Dachen Hengxiang Mixed A (008869), which held 352,400 shares in the third quarter, accounting for 2.79% of the fund's net value, ranking as the fifth-largest holding [2] - The Dachen Hengxiang Mixed A fund was established on March 5, 2020, with a latest scale of 43.6728 million CNY, yielding 2.75% this year, ranking 5233 out of 8840 in its category; over the past year, it achieved an 18.57% return, ranking 5486 out of 8094; since inception, it has returned 34.17% [2] - The fund manager of Dachen Hengxiang Mixed A is Li Yu, who has a cumulative tenure of 11 years and 166 days, managing total assets of 647 million CNY, with the best fund return during his tenure being 102.86% and the worst being -6.79% [2]
影视院线板块1月14日涨1.01%,博纳影业领涨,主力资金净流出5.3亿元
Zheng Xing Xing Ye Ri Bao· 2026-01-14 08:58
Market Performance - The film and cinema sector increased by 1.01% compared to the previous trading day, with Bona Film Group leading the gains [1] - The Shanghai Composite Index closed at 4126.09, down 0.31%, while the Shenzhen Component Index closed at 14248.6, up 0.56% [1] Individual Stock Performance - Bona Film Group (001330) closed at 9.62, up 5.60%, with a trading volume of 2.91 million shares and a transaction value of 2.719 billion [1] - Huanrui Century (000892) closed at 9.01, up 4.65%, with a trading volume of 1.74 million shares and a transaction value of 1.584 billion [1] - Other notable performers include: - China Vision Media (600088) at 18.52, up 3.18% [1] - Shanghai Film (601595) at 32.85, up 3.07% [1] - Zhengwen Media (002343) at 8.16, up 2.90% [1] Capital Flow Analysis - The film and cinema sector experienced a net outflow of 530 million from institutional investors, while retail investors saw a net inflow of 881 million [2] - The main capital flow for individual stocks shows: - Huanrui Century had a net inflow of 150 million from main investors [3] - Shanghai Film had a net inflow of approximately 28.69 million [3] - Light Media (300251) had a net inflow of about 19.82 million [3] Summary of Stock Flows - The overall trend indicates that while institutional and speculative funds are withdrawing, retail investors are actively buying into the sector [2][3] - Notable stocks with significant retail inflows include: - Huanrui Century with a retail net inflow of 10 million [3] - ST Tianze (603721) with a retail net inflow of 188.16 million [3]
AI应用板块尾盘持续回落,华策影视跌超7%
Mei Ri Jing Ji Xin Wen· 2026-01-13 07:04
(文章来源:每日经济新闻) 每经AI快讯,1月13日,AI应用板块尾盘持续回落,华策影视跌超7%,云从科技跌超5%,若羽臣、掌 阅科技等跟跌。 ...
华策影视:控股股东大策投资解除质押3500万股
Mei Ri Jing Ji Xin Wen· 2026-01-12 10:58
(记者 王晓波) 每经AI快讯,华策影视1月12日晚间发布公告称,公司近日收到公司控股股东杭州大策投资有限公司 (以下简称"大策投资")的通知,大策投资将其持有本公司部分股份进行了解除质押,本次解除质押 3500万股。截至本公告日,杭州大策投资有限公司累计质押股数为4100万股,占其所持股份比例为 12.67%。 每经头条(nbdtoutiao)——年产量是传统大田120倍以上,1个人管理1栋楼!实探中国"植物工厂":水 稻生产期从120天减到60天,没有虫害不用打农药 ...
中国12家头部影视公司的2025和2026
3 6 Ke· 2026-01-12 10:22
Core Insights - The domestic leading film and television companies serve as a barometer for the entire industry, reflecting market dynamics through their project activities [1] Industry Trends - Long video content remains resilient despite competition from short videos and short dramas, as evidenced by the stable production frequency and project reserves of leading companies [2] - Content is increasingly distributed across multiple platforms, with collaborations among major companies and significant platforms like Douyin and Red Fruit for micro-short dramas [3] - A majority of traditional film and television companies, approximately 80%, have entered the short drama sector, establishing dedicated brands or subsidiaries for short dramas [3] - Companies are building comprehensive industry chains, with examples like Huace Film & TV expanding into film education and AI technology applications in production [3] Project Dynamics - Huace Group has several upcoming projects, including long dramas like "Guose Fanghua" and "Jinxiu Fanghua," and films such as "Assassination Novelist 2" scheduled for 2025 [5][9] - Zhengwu Sunshine will release dramas like "Cuihuo Niandai" and "Cherry Amber" in 2025, along with its first theatrical film "De Xian Jin Zhi" [13][14] - Lingmeng Film will present long dramas like "Shujuan Yimeng" and "Ziyue Gui" in 2025, and has international collaborations for "Thirty Only: Bangkok Edition" [16][20] - Newli Media plans to air several dramas in 2025, including "Saodu Fengbao" and "Yashe," along with the film "Qingsheng 3" [24][26] - Perfect World Film will showcase a variety of long dramas and micro-short dramas in 2025, including "Qian Duo Tao Hua Yi Shi Kai" and "Fuqi De Chun Jie" [30][32] - Huanyu Film will release dramas like "Wufu Linmen" and "Linjing Xian" in 2025, along with micro-short dramas [36][38] - Baiana Qiancheng will present multiple dramas and films in 2026, including "Xiao Cheng Da Shi" and "Xian Yu Fei Sheng" [42][44] - Xixi Film will air dramas like "Liu Zimei" and "Xiao Fang Chujia" in 2026 [46][48] - Yaoke Culture will release several dramas in 2026, including "Bing Hu Chong Sheng" and "Hua Kai Jin Xiu" [50][51] - Shengxi Huashi is focusing on original scripts and has established a subsidiary for short drama production, with projects like "Zhangxin" and "Yulan Huakai Jun Zai Lai" [54][57] - Daocaoxiong Entertainment will present a range of dramas in 2026, including "Liangjing Shiwur" and "Zai Qing Chun" [60][64] - Changxin Media is set to release various dramas in 2026, including "Wo De Shan Yu Hai" and "Yanyu Shen You Ji" [66][71]