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 ...

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].

Core Viewpoint - The historical drama "Tai Ping Nian" reflects on the significance of peace and governance through the lens of the Wu-Yue Kingdom's political decisions during the Five Dynasties and Ten Kingdoms period, particularly the peaceful submission to the Northern Song Dynasty [1][3]. Group 1: Historical Context - The drama is set against the backdrop of the late Five Dynasties and early Northern Song period, focusing on the Wu-Yue Kingdom's ruler Qian Chao, who navigated internal and external challenges to achieve peace through the "Na Tu Gui Song" (submission to Song) [1][3]. - The Wu-Yue Kingdom, under the governance of the Qian family, maintained relative stability and prosperity for 72 years during a time of national fragmentation, contrasting with the rapid changes in the central plains [3][4]. Group 2: Cultural Significance - The historical value of the Wu-Yue Kingdom has been underestimated, with its principles of "protecting the region and ensuring the people's welfare" and the peaceful political transition showcasing a unique wisdom in maintaining regional stability [3][4]. - The cultural heritage from the Wu-Yue period, including significant sites like the Leifeng Pagoda and the Banshan Temple, reflects the social spirit and values of that era, emphasizing loyalty and concern for the people's livelihood [6][4]. Group 3: Production and Global Reach - The production team of "Tai Ping Nian" aims for historical accuracy, with meticulous attention to detail in costume and set design to immerse viewers in the historical context [4][6]. - The drama is positioned as a global narrative, with themes of peace, livelihood, and development resonating universally, highlighting the relevance of Chinese civilization's wisdom in contemporary global challenges [9][3].

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 ...

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]

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]

Group 1 - The AI application sector experienced a significant decline in the afternoon trading session, with Huace Film & TV dropping over 7% [1] - CloudWalk Technology saw a decrease of more than 5%, alongside other companies like RuYuchen and Zhangyue Technology, which also faced declines [1]

（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 ...

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]

证券代码：300133 证券简称：华策影视 公告编号：2026-001 公司控股股东杭州大策投资有限公司保证向本公司提供的信息内容真实、准 确、完整，没有虚假记载、误导性陈述或者重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 浙江华策影视股份有限公司（以下简称"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。具体事项如下： 二、股东股份累计被质押的情况 浙江华策影视股份有限公司 截至公告披露之日，上述股东及其一致行动人所持质押股份情况如下： 关于股东股份解除质押的公告 | | | | | | | | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 本次质押 | 本次质押 | 占其所 | 占公司 | 已质押 | 占已质 | 未质押 | 占未质 | | 股东名 | 持股数 | 持股比 | 解除前质 | 解除后质 | 持股份 | 总股本 | 股份限 | ...