9月10日突破年线个股乖离率排名 | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 年线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 002333 | 罗普斯 | 9.94 | 3.79 | 5.42 | 5.86 | 8.13 | | | 金 | | | | | | | 002630 | ST华西 | 4.88 | 6.77 | 3.30 | 3.44 | 4.11 | | 300292 | 吴通控 股 | 5.35 | 8.22 | 4.94 | 5.12 | 3.67 | | 300679 | 电连技 术 | 6.60 | 5.24 | 49.50 | 50.58 | 2.18 | | | 中国汽 | | | | | | | 601965 | 研 | 2.44 | 1.48 | 18.07 | 18.45 | 2.12 | | 300527 | ST应急 | 3.29 | 3.20 | 8.62 | 8.79 | 1.98 | | 6001 ...

9月9日，捷成股份跌2.09%，成交额3.58亿元。两融数据显示，当日捷成股份获融资买入额5434.52万 元，融资偿还5511.71万元，融资净买入-77.19万元。截至9月9日，捷成股份融资融券余额合计17.61亿 元。 机构持仓方面，截止2025年6月30日，捷成股份十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股2622.19万股，相比上期减少2403.66万股。南方中证1000ETF（512100）位居第三大流通 股东，持股2460.04万股，相比上期增加863.93万股。华夏中证1000ETF（159845）位居第八大流通股 东，持股1450.12万股，相比上期增加566.14万股。广发中证1000ETF（560010）位居第九大流通股东， 持股1167.18万股，为新进股东。 融资方面，捷成股份当日融资买入5434.52万元。当前融资余额17.57亿元，占流通市值的11.85%，融资 余额超过近一年90%分位水平，处于高位。 责任编辑：小浪快报 融券方面，捷成股份9月9日融券偿还0.00股，融券卖出200.00股，按当日收盘价计算，卖出金额1122.00 元；融券余量79.81万股 ...

Market Overview - The film and theater sector experienced a decline of 1.63% on September 3, with China Vision Media leading the drop [1] - The Shanghai Composite Index closed at 3813.56, down 1.16%, while the Shenzhen Component Index closed at 12472.0, down 0.65% [1] Stock Performance - Notable gainers included: - Qianyi Film (002905) with a closing price of 10.52, up 10.04% and a trading volume of 239,500 shares [1] - Xingfu Blue Ocean (300528) closed at 17.82, up 3.42% with a trading volume of 370,800 shares [1] - Major decliners included: - China Vision Media (600088) closed at 17.45, down 4.23% with a trading volume of 111,300 shares [2] - Huayi Brothers (300027) closed at 2.73, down 1.87% with a trading volume of 1,873,300 shares [1] Capital Flow - The film and theater sector saw a net outflow of 143 million yuan from institutional investors, while retail investors contributed a net inflow of 60.24 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors showed some interest [2] Individual Stock Capital Flow - Key stocks with significant capital flow include: - Qianyi Film (002905) with a net outflow of 85.17 million yuan from institutional investors [3] - Huayi Brothers (300027) saw a net inflow of 78.87 million yuan from institutional investors [3] - The data reflects varying levels of investor confidence across different companies within the sector [3]

Core Insights - The total box office for the summer film season in 2025 has surpassed 11.5 billion yuan, with over 300 million viewers, indicating a strong performance in the domestic film market [1][2] - "Nanjing Photo Studio" has emerged as the biggest winner, grossing over 2.8 billion yuan, setting a record for historical films in China's summer box office [1][2] - The dominance of domestic films is evident, with a 91.2% market share in the first half of 2025, reflecting a shift towards diverse and culturally resonant storytelling [2] Box Office Performance - As of August 29, 2025, the daily box office reached approximately 1.59 billion yuan, with a total of 4.34 million tickets sold [1] - "Nanjing Photo Studio" has grossed 2.849 billion yuan over 36 days, while "Wang Wang Mountain Little Monster" has surpassed 1.3 billion yuan [2] - Other notable films include "Ro Xiao Hei Battle 2" with approximately 480 million yuan and "Dong Ji Island" with around 380 million yuan [1][2] Industry Trends - The summer box office for 2025 is approximately 8.74 billion yuan, close to the previous year's 9.22 billion yuan, but still lower than 2023 and 2019 [2] - The rise of domestic films is attributed to their focus on Chinese narratives and diverse genres, enhancing cultural confidence [2] - The film industry is exploring innovative business models to reduce reliance on box office revenue, aiming to increase non-ticket income [2] Company Responses - Wanda Film reported that the current summer box office is nearing last year's levels, with a strong lineup of domestic films driving audience engagement [2] - Jiecheng Co. has secured rights for "Wang Wang Mountain Little Monster" merchandise, indicating a strategic focus on IP development and consumer engagement [4] - Beijing Culture and Huayi Brothers have clarified their investment positions in "Dong Ji Island," indicating limited financial impact from the film's performance [6][8]

Core Insights - The total box office for the summer film season in 2025 has exceeded 11.5 billion yuan, with over 300 million viewers, indicating a strong performance in the domestic film market [1] - "Nanjing Photo Studio" has emerged as the biggest winner, grossing over 2.8 billion yuan, setting a record for historical films in China's summer box office [1] - Domestic films accounted for 91.2% of the box office in the first half of 2025, showcasing the rising influence of local productions [1] Group 1: Box Office Performance - The summer box office reached approximately 8.74 billion yuan by August 11, 2025, nearly matching the previous year's figure of 9.22 billion yuan, but still showing a gap compared to 2023 and 2019 [1] - Recent releases have primarily featured domestic films, with diverse genres and themes contributing to the sustained interest and box office growth [1] - Upcoming films like "Nanjing Photo Studio" and "Wang Wang Mountain Little Monster" are expected to further boost box office performance [1] Group 2: Company Strategies and Responses - Wanda Film is focusing on enhancing its core business while exploring innovative business models, aiming to reduce reliance on box office revenue by increasing non-ticket income [1] - The company has upgraded its "Super Entertainment Space" strategy to a "1+2+5" framework, integrating domestic and international markets along with five business segments [1] - Companies like Jiecheng Co. have secured IP rights for "Wang Wang Mountain Little Monster" and are actively developing merchandise, indicating a strategic focus on IP derivatives [2] Group 3: Investment and Collaboration - Happiness Blue Sea is a co-producer of "Nanjing Photo Studio," but its investment share is low, suggesting minimal impact on its financial performance [4] - Beijing Culture, also involved in "East Extreme Island," anticipates that its investment will not significantly affect its earnings due to a low investment ratio [5] - Zhongxin Publishing is leveraging its book rights to expand the IP matrix, enhancing the cultural narrative through various media [3]

Financial Performance - The company reported total revenue of 1.367 billion yuan for the first half of 2025, a year-on-year decrease of 5.79% [1] - The net profit attributable to shareholders was 145 million yuan, down 41.84% year-on-year [1] - In Q2 2025, total revenue was 657 million yuan, a decline of 15.31% compared to the same quarter last year [1] - The net profit for Q2 2025 was approximately 14.27 million yuan, reflecting a significant drop of 89.25% year-on-year [1] Profitability Metrics - The gross margin was reported at 24.81%, a decrease of 19.9% year-on-year [1] - The net profit margin stood at 10.32%, down 39.84% year-on-year [1] - The total of selling, administrative, and financial expenses was 129 million yuan, accounting for 9.42% of revenue, which is an increase of 1.29% year-on-year [1] Cash Flow and Assets - The company reported earnings per share of 0.05 yuan, a decrease of 41.89% year-on-year [1] - Operating cash flow per share was 0.3 yuan, an increase of 33.9% year-on-year [1] - The net asset value per share was 3.15 yuan, reflecting a year-on-year increase of 1.7% [1] Investment Returns - The company's return on invested capital (ROIC) for the previous year was 3.19%, indicating weak capital returns [2] - The historical median ROIC over the past decade was 6.6%, with the worst year being 2019, which recorded a ROIC of -19% [2] - The company has reported two years of losses since its IPO, suggesting a fragile business model [2] Accounts Receivable - The accounts receivable amount is significantly high, with accounts receivable to net profit ratio reaching 793.46% [1][2] - The cash flow situation is concerning, with cash and cash equivalents to current liabilities ratio at only 10.85% [2] Fund Holdings - The largest fund holding in the company is the招商体育文化休闲股票A, with 1.993 million shares, which is a new entry in the top ten holdings [3] - Other funds increasing their positions include 银华中证影视丰题ETF and 国泰中证影视丰题ETF [3]

智通财经APP讯，捷成股份(300182.SZ)发布2025年半年度报告，该公司营业收入为13.67亿元，同比减 少5.79%。归属于上市公司股东的净利润为1.45亿元，同比减少41.84%。归属于上市公司股东的扣除非 经常性损益的净利润为1.49亿元，同比减少40.35%。基本每股收益为0.0548元。 ...

智通财经APP讯，捷成股份(300182.SZ)发布2025年半年度报告，该公司营业收入为13.67亿元，同比减 少5.79%。归属于上市公司股东的净利润为1.45亿元，同比减少41.84%。归属于上市公司股东的扣除非 经常性损益的净利润为1.49亿元，同比减少40.35%。基本每股收益为0.0548元。 ...

| 编制单位：北京捷成世纪科技股份有限公司 | | | | | | | | | | 单位：万元 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 占用方与上市 | 上市公司核 | 2025年期初占 | 2025年半年度占用 | 2025年半年度 | 2025年半年 | 2025年半年度期 | | | | 非经营性资金占用 | 资金占用方名称 | 公司的关联关 系 | 算的会计科 目 | 用资金余额 | 累计发生金额（不 含利息） | 占用资金的利 息(如有) | 度偿还累计 发生金额 | 末占用资金余额 | 占用形成原因 | 占用性质 | | 控股股东、实际控制人及 | | | | | | | | | | | | 其附属企业 | | | | | | | | | | | | 小计 | | | | | | | | | | | | 前控股股东、实际控制人 | | | | | | | | | | | | 及其附属企业 | | | | | | | | | | | | 小计 | | | | | | | | | | | | ...

证券代码：300182 证券简称：捷成股份 公告编号：2025-045 北京捷成世纪科技股份有限公司 关于取消监事会并修订《公司章程》的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 北京捷成世纪科技股份有限公司（以下简称"公司"）于 2025 年 8 月 27 日召 开第六届董事会第四次会议、第六届监事会第二次会议，会议审议通过了《关于 取消监事会并修订<公司章程>的议案》，该事项尚需提交公司股东会以特别决 议审议，具体情况如下： 一、取消监事会情况 根据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司章程 指引》《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自律 监管指引第 2 号——创业板上市公司规范运作》等相关法律法规及中国证监会、 深圳证券交易所相关规章、规范性文件的最新规定，并结合公司实际情况，公司 将不再设置监事会，监事会的相关职权由董事会审计委员会行使。监事会取消后， 公司《监事会议事规则》等监事会相关制度相应废止，同时《公司章程》及其他 公司治理制度中与监事会、监事相关的条款将不再适用，并作出相应修订。 公司第六 ...