7月30日主力资金净流入856.94万元，占流通市值的0.07%。 截至7月30日收盘，捷成股份报5.70元，较前一交易日上涨0.53%。当日成交量为115.3万手，成交金额 达6.58亿元。 捷成股份主要从事影视版权运营、数字内容制作等业务。公司2025年一季度实现营业收入7.11亿元，净 利润1.31亿元。 最新公告显示，公司实际控制人徐子泉累计质押股份达3.41亿股，占其所持股份的67.41%。7月30日最 新质押1415万股，占公司总股本0.53%。 风险提示：以上内容仅供参考，不构成投资建议。股市有风险，投资需谨慎。 ...

证券代码：300182 证券简称：捷成股份 公告编号：2025-037 北京捷成世纪科技股份有限公司 关于控股股东部分股份质押的公告 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。 2、股东股份累计质押的基本情况 截至公告披露日，控股股东及其一致行动人所持质押股份情况如下： | | | | 本次质押前 | 本次质押后 | 占其所 | 占公司 | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 持股数量 | 持股比 | 质押股份数 | 质押股份数 | 持股份 | 总股本 | 已质押股份 | 占已 | 未质押股份 | 占未质 | | 名称 | （股） | 例 | | | | | | 质押 | | | | | | | 量（股） | 量 | 比例 | 比例 | 限售和冻结 | 股份 | 限售和冻结 | 押股份 | | | | | | （股） | | | 数量（股） | | 数量（股） | 比例 | | | | | | | ...

Group 1 - The film and theater sector saw a 3.3% increase on July 30, with Happiness Blue Sea leading the gains [1] - The Shanghai Composite Index closed at 3615.72, up 0.17%, while the Shenzhen Component Index closed at 11203.03, down 0.77% [1] - Key stocks in the film and theater sector showed significant price increases, with Happiness Blue Sea rising by 20.00% to a closing price of 25.32 [1] Group 2 - The sector experienced a net inflow of 36.05 million yuan from institutional investors, while retail investors saw a net outflow of 75.66 million yuan [2] - Major stocks like Ciweng Media and Light Media had varying net inflows and outflows, indicating mixed investor sentiment [3] - Ciweng Media had a net inflow of 18.7 million yuan from institutional investors, but a significant outflow from retail investors [3]

Market Overview - The Shanghai Composite Index closed at 3628.53 points, above the six-month moving average, with an increase of 0.52% [1] - The total trading volume of A-shares reached 1,102.239 billion yuan [1] Stocks Breaking Six-Month Moving Average - A total of 58 A-shares have surpassed the six-month moving average today [1] - Stocks with significant deviation rates include: - Fenglong Co., Ltd. (5.52%) - Rongke Technology (4.53%) - Keyuan Wisdom (3.66%) [1] Detailed Stock Performance - The following stocks showed notable performance: - Fenglong Co., Ltd. (10.03% increase, turnover rate 7.67%, latest price 17.34 yuan) - Rongke Technology (5.47% increase, turnover rate 6.14%, latest price 18.91 yuan) - Keyuan Wisdom (4.36% increase, turnover rate 8.52%, latest price 25.60 yuan) [1] - Other stocks with positive performance include: - Zhaoyi Innovation (4.47% increase) - Yuntian Lifa (5.06% increase) [1] Additional Stocks with Minor Deviations - Stocks with smaller deviation rates that just crossed the six-month line include: - Chahua Co., Ltd. - Tangshan Port - China Gold [1]

Core Viewpoint - The film stocks are experiencing a significant surge, with Shanghai Film (601595) hitting the daily limit up, indicating strong market interest and investment inflow into the sector [1] Group 1: Stock Performance - Shanghai Film (601595) reached its daily limit up, showcasing robust investor confidence [1] - Other companies such as Happiness Blue Sea (300528), Huanrui Century (000892), Ciweng Media (002343), Baiana Qiancheng (300291), Jiecheng Co. (300182), China Film (600977), and Beijing Culture (000802) also saw notable increases in their stock prices [1] Group 2: Market Activity - There is a notable influx of dark pool capital into these film stocks, suggesting increased speculative trading and potential future volatility [1]

关于控股股东部分股份质押的公告 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"）于近日接到公司控股 股东、实际控制人徐子泉先生函告，获悉徐子泉先生对其所持有本公司的部分股 份办理了质押登记手续，具体事项如下： 一、股东股份质押的基本情况 证券代码：300182 证券简称：捷成股份 公告编号：2025-036 北京捷成世纪科技股份有限公司 | 股东名 | 是否为控股 股东或第一 | 本次质押股 | 是否为 | 是否为 补充质 | 质押开始 | | 质押到期 | 质权人 | 占其所 持股份 | 占总 股本 | 用途 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 称 | 大股东及其 | 份数量（股） | 限售股 | | 日期 | | 日 | | | | | | | 一致行动人 | | | 押 | | | | | 比例 | 比例 | | | 徐子泉 | 是 | 13,000,000 | 否 | 否 | 2025 ...

Group 1 - The film and theater sector is experiencing a rise, with Hengdian Film (603103) hitting the daily limit up [1] - Other companies such as Huanrui Century (000892), Huayi Brothers (300027), Jiecheng Co. (300182), Happiness Blue Sea (300528), and China Film (600977) are also seeing significant increases [1] - There is a notable influx of dark pool funds into these stocks [1]

Summary of the Conference Call for Jiecheng Co., Ltd. Company Overview - Jiecheng Co., Ltd. has shown stable performance in the first half of the year, benefiting from the release of films during the Spring Festival, with expectations for improved performance in the third quarter due to the delayed release of "Nezha" [2][3]. Key Points Industry and Market Performance - The overall performance in the first half of the year was steady, with a notable contribution from the Spring Festival films, particularly those that grossed over 100 million [3]. - The company has secured most of the internet rights for films in the summer release schedule, which is expected to support overall performance for the year [5]. Financial Performance and Projections - The revenue share from the ToC (Consumer) segment has increased from 20% to 30%, indicating a positive trend [4]. - The company anticipates a growth in overall performance for 2025, driven by key film releases during important periods such as summer and the National Day holiday [4][19]. - Tencent has paid 9 billion out of an 18 billion contract, with the remaining expected to be cleared within the year, significantly improving the company's cash flow [10]. AI Technology Strategy - The company has shifted its AI application strategy from ToC to ToB (Business) applications, focusing on content creation tools for the media industry [2][6]. - The goal for the year is to achieve revenue and profitability from AI technology, with a focus on applications in content production [6]. Short Video Business and Content Production - Jiecheng Co., Ltd. is leveraging its extensive copyright portfolio to create series of short dramas, which can be monetized through sales and advertising partnerships [7]. - The rise of short dramas presents new opportunities for content production and monetization, prompting increased investment in technology and content creation [8]. Content Investment and Future Projects - The company has two crowdfunding dramas set to launch, which are expected to contribute positively to profits despite not showing immediate revenue impact [14]. - The focus remains on television drama production, with a halt in film investments [14]. Competitive Landscape and Differentiation - Jiecheng Co., Ltd. differentiates itself in the market by focusing on AI-driven content creation tools, which significantly reduce production costs compared to traditional methods [16]. - The demand from broadcasting clients for high-quality content is strong, with a willingness to pay for tools that can help them produce content efficiently [17][18]. Challenges and Opportunities - The company faces challenges in meeting the high-quality content demands of broadcasting clients, but sees opportunities in providing tools that can alleviate these issues [18]. - The overall market for imported films has decreased, but this presents a chance for Jiecheng Co., Ltd. to capitalize on rising prices for existing overseas copyrights [13]. Conclusion - Jiecheng Co., Ltd. is positioned for growth in 2025, with a strong focus on leveraging AI technology and expanding its content production capabilities. The company is optimistic about its performance in key release periods and is actively addressing market demands through innovative solutions.

证券代码：300182 证券简称：捷成股份 公告编号：2025-035 北京捷成世纪科技股份有限公司 2024 年年度权益分派实施公告 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"）2024 年年度权益分派 方案已获 2025 年 5 月 16 日召开的公司 2024 年年度股东大会审议通过，现将权 益分派事宜公告如下： 一、股东大会审议通过利润分配方案情况 1、公司 2024 年年度股东大会审议通过的 2024 年年度权益分派方案为： 二、本次实施的权益分派方案 本公司 2024 年年度权益分派方案为：以公司现有总股本 2,663,825,632 股为 基数，向全体股东每 10 股派 0.050000 元人民币现金（含税；扣税后，通过深股 通持有股份的香港市场投资者、境外机构（含 QFII、RQFII）以及持有首发前限 售股的个人和证券投资基金每 10 股派 0.045000 元；持有首发后限售股、股权激 励限售股及无限售流通股的个人股息红利税实行差别化税率征收，本公司暂不扣 缴个人所得税，待个人转让股票时， ...

Investment Rating - The industry rating is "Recommended" indicating a positive outlook for the sector [4]. Core Insights & Investment Recommendations - The report highlights the upcoming deadline for tariff negotiations, which may increase external trade uncertainties. However, there remains a cautious optimism regarding the substantive implementation of existing trade agreements [2][23]. - The film box office for the first half of 2025 reached 29.231 billion yuan, marking a 22.91% year-on-year increase and the best performance in six years. The top five films were all domestic productions, showcasing the resilience of domestic entertainment consumption and the strengthening of the content ecosystem [2][24]. - The report suggests focusing on investment opportunities in the following areas: 1) Hong Kong internet leaders, 2) the gaming industry, and 3) the film and cultural tourism sector, driven by consumption policies that promote recovery [3][24]. Summary by Sections Market Overview - In the week of June 30 to July 4, 2025, the Shanghai Composite Index rose by 1.4%, while the SW Media Index increased by 2.7%, ranking 6th among 31 industries [10][16]. Sub-industry Data Film Industry - The top three films for the week were "Jurassic World: Rebirth" with a box office of 18.175 million yuan, "Detective Conan: The Lone Eye's Residue" with 8.402 million yuan, and "F1: Speeding" with 7.569 million yuan [25][26]. Gaming Industry - The top three iOS games were "Honor of Kings," "Peacekeeper Elite," and "Delta Force," while the top three Android games were "Heartbeat Town," "Honkai: Star Rail," and "Staff Sword Legend" [25][26]. TV Series - The top three TV series based on broadcast index were "In the Name of the Law," "Splendid Blossoms," and "Book Roll Dream" [28][29]. Variety Shows & Animation - The top variety show was "Ha Ha Ha Ha Season 5," followed by "Run, Brother Season 9" and "New Rap 2025" [30]. The leading animation was "Cang Yuan Tu: The Beauty Award" [31].