Core Viewpoint - Light Media's stock price increased by 2.55% on February 3, with a trading volume of 3.337 billion yuan, indicating positive market sentiment towards the company [1] Financing Summary - On February 3, Light Media had a financing buy-in of 330 million yuan and a repayment of 336 million yuan, resulting in a net financing outflow of 6.54 million yuan [1] - As of February 3, the total financing and securities lending balance for Light Media was 1.713 billion yuan, with the financing balance of 1.700 billion yuan accounting for 2.88% of the circulating market value, which is below the 40th percentile level over the past year, indicating a low financing level [1] - In terms of securities lending, Light Media repaid 13,500 shares and sold 10,000 shares on February 3, with a selling amount of 201,400 yuan, while the remaining securities lending volume was 666,500 shares, with a balance of 13.4232 million yuan, also below the 20th percentile level over the past year [1] Financial Performance Summary - As of September 30, Light Media had 205,200 shareholders, a decrease of 18.32% from the previous period, while the average circulating shares per person increased by 22.16% to 13,523 shares [2] - For the period from January to September 2025, Light Media achieved an operating income of 3.616 billion yuan, a year-on-year increase of 150.81%, and a net profit attributable to shareholders of 2.336 billion yuan, a year-on-year increase of 406.78% [2] - Since its A-share listing, Light Media has distributed a total of 3.062 billion yuan in dividends, with 934 million yuan distributed in the past three years [2] Institutional Holdings Summary - As of September 30, 2025, Hong Kong Central Clearing Limited was the fourth largest circulating shareholder of Light Media, holding 51.0421 million shares, an increase of 12.8062 million shares from the previous period [2] - Huaxia CSI Animation Game ETF ranked fifth among the top circulating shareholders, holding 42.1978 million shares, an increase of 7.2141 million shares [2] - E Fund Growth Enterprise Board ETF ranked seventh, holding 29.9042 million shares, a decrease of 502,690 shares, while Southern CSI 500 ETF ranked tenth, holding 21.3584 million shares, a decrease of 407,700 shares [2]

光线传媒2月3日在互动平台表示，公司参与的影片《飞驰人生3》《惊蛰无声》《熊猫计划之部落奇遇 记》已定于2026年大年初一上映；公司投资、发行的影片《重返·狼群》已定于2026年大年初三暖心重 映。公司目前暂未参与影片《转念花开》。 ...

Core Viewpoint - The company Light Media (300251.SZ) has announced the release dates for several films it is involved in, indicating ongoing production and investment activities in the film industry [1] Group 1: Upcoming Film Releases - The films "Flying Life 3," "Silent Awakening," and "Panda Project: Tribal Adventure" are scheduled to be released on the first day of the Lunar New Year in 2026 [1] - The film "Return to the Wolf Pack" is set for a warm re-release on the third day of the Lunar New Year in 2026 [1] - The company has not participated in the film "Turning Flower Bloom" [1]

Market Overview - After a significant drop yesterday, the A-share market rebounded today, influenced by a collective rebound in the external markets [3] - The Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closed up by 1.29%, 2.19%, and 1.86% respectively, with a total market turnover exceeding 2.5 trillion [4] Aerospace Sector - The aerospace sector was the strongest performer in today's rebound, with multiple stocks hitting the daily limit, including Zhongchao Holdings, Taihao Technology, and others [5] - The SpaceX concept, solar power, and aerospace stocks surged by 9.4%, 5.23%, and 4.38% respectively [7] Film and Television Sector - The film and television sector showed a continuous slight increase, with a notable performance from Hengdian Film, which achieved a four-day consecutive rise [13] - The sector closed up by 2.23%, driven by pre-holiday speculation for the upcoming Spring Festival box office [15] Gaming Sector - The gaming sector experienced a significant drop, with Tencent Holdings and other companies seeing declines due to rumors regarding potential increases in value-added tax rates [19] - Following clarifications from industry experts, the gaming sector rebounded, closing up by 2.89% [23] Computing Power Chips - The chip sector faced a sharp decline, particularly with Cambrian Technology, which saw a drop of over 14% due to rumors about revenue guidance [26] - Despite a clarification from Cambrian Technology denying the rumors, the stock still ended down over 9% [26]

近日，由"海外数据调查机构Civixplorer"发布的《全球最赚钱媒体特许经营权排行榜》在社媒中广泛传播。榜单统计了全球最赚钱的26个IP，数据涵盖这 些IP截至2025年12月止，在游戏、电影、电视、玩具、卡牌、书籍及商品等方面的一切收入。 榜单显示，"精灵宝可梦"以总收入2880亿美元成为全球最赚钱IP，远超第2名"Hello Kitty"近2000亿美元。"维尼熊""米老鼠""星球大战""马力欧""面包超 人""迪士尼公主系列""漫威"以及"JUMP漫画"进入前十。 而中国IP竟然无一上榜，"哪吒""原神""LABUBU"这些近年被大肆宣传、作为中国文化出海典型的大爆款，在顶级全球IP面前被"秒得渣都不剩"。 事实真的是这样吗？或许吧。 但首先，Civixplorer不是数据调查机构，而是一家无官方认证、主要发布数据可视化图片的自媒体（为方便阅读，下文英文网站页面截图，均已自动翻译 为中文）。 首页 关于 博客 Q ■ 商店 哪吒、LABUBU没上榜？因为2025全球最赚钱IP排行榜是假的？ Civixplorer是什么分析公司吗 Civixplorer并非正规分析公司,甚至不具备合法注册的机构主体资 ...

证券代码：300251 证券简称：光线传媒 公告编号：2026-004 北京光线传媒股份有限公司 关于控股股东部分股份质押及解除质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、股东股份质押及解除质押基本情况 北京光线传媒股份有限公司（以下简称"公司"）近日接到控股股东光线控 股有限公司（以下简称"光线控股"）的通知，光线控股将其所持有的部分公司 股份办理了质押及解除质押，具体事项如下： 2. 本次股份解除质押基本情况 北京光线传媒股份有限公司 北京光线传媒股份有限公司 | 名称 | | 比例 | 数量 | 其所持 | 公司总 | 已质押股份 | | 未质押股 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 股份比 | 股本比 | 限售和冻 | 占已质 | 份限售和 | 占未质 | | | | | | | | | 押股份 | | 押股份 | | | | | | 例 | 例 | 结、标记 | | 冻结合计 | | | | | | | | | | ...

Core Viewpoint - The A-share market for film and television stocks is experiencing a counter-trend rise, indicating a recovery in the market, with significant increases in stock prices for various companies [1] Group 1: Market Performance - The national annual box office has surpassed 2 billion yuan as of February 1, 2026, reflecting a strong start to the Spring Festival season [1] - Six new domestic films, including "Flying Life 3" and "Silent Awakening," are scheduled for release during the Spring Festival, covering multiple genres [1] - In 2025, the national box office reached 51.832 billion yuan, a year-on-year increase of 21.95%, with domestic films accounting for 79.67% of the total [1] Group 2: Stock Performance - Hengdian Film's stock rose by 10%, with a total market value of 17.8 billion yuan and a year-to-date increase of 69.18% [2] - Happiness Blue Sea's stock increased by 7.63%, with a market value of 8.939 billion yuan and a year-to-date increase of 15.39% [2] - Bona Film's stock rose by 6.88%, with a market value of 14.1 billion yuan and a year-to-date increase of 35% [2] - Other notable increases include Light Media (5.27%, 60.4 billion yuan), Jinyi Film (5.19%, 4.809 billion yuan), and Huayi Brothers (3.4%, 7.75 billion yuan) [2]

Core Viewpoint - The A-share market for the film industry is experiencing a counter-trend rise, with several key stocks showing significant gains, indicating a recovery in the market driven by strong box office performance and upcoming film releases [1][2]. Group 1: Stock Performance - Hengdian Film surged to its daily limit, increasing by 10% with a total market value of 17.8 billion [2] - Happiness Blue Sea rose by over 7%, with a market capitalization of 26.67 billion [2] - Bona Film increased by over 6%, with a market value of 14.1 billion [2] - Light Media and Jinyi Film both saw gains of over 5%, with market values of 60.4 billion and 4.809 billion respectively [2] - Other notable increases include Huanrui Century (3.4%), China Film (3.09%), and Shanghai Film (2.11%) [2] Group 2: Box Office Data - As of February 1, 2026, the national annual box office has surpassed 2 billion, reflecting a strong start to the year [1] - In 2025, the total box office reached 51.832 billion, marking a year-on-year growth of 21.95%, with domestic films accounting for 79.67% of the total [1] - There were 51 films that surpassed 100 million in box office revenue, and the total number of screens reached 93,187 [1] - The upcoming Spring Festival releases include six domestic films, indicating a diverse offering for the holiday season [1]

截至2026年2月2日 09:38，中证传媒指数(399971)上涨0.62%，成分股浙文互联上涨4.04%，利欧股份上 涨3.22%，光线传媒上涨2.97%，万达电影上涨2.70%，中国电影上涨2.64%。传媒ETF(159805)上涨 0.59%，最新价报1.7元。 传媒ETF紧密跟踪中证传媒指数，中证传媒指数从营销与广告、文化娱乐、数字媒体等行业中，选取总 市值较大的50只上市公司证券作为指数样本，以反映传媒领域代表性上市公司证券的整体表现。 数据显示，截至2026年1月30日，中证传媒指数(399971)前十大权重股分别为蓝色光标、分众传媒、利 欧股份、巨人网络、岩山科技、昆仑万维、恺英网络、三七互娱、光线传媒、完美世界，前十大权重股 合计占比53.71%。 早盘传媒板块活跃，消息面上，2月1日，腾讯旗下元宝App春节10亿元红包活动开启，腾讯元宝登顶苹 果商店免费榜，2026年春节的这场红包大战，已演变为一场以AI为核心引擎、争夺下一代流量超级入 口的战略卡位战。腾讯、百度、阿里巴巴、字节跳动四大科技巨头携亿元级资源入局，推动AI迈入生 态比拼全新阶段，红包大战推动AI应用加速落地。 开源证券认为， ...

《哪吒之魔童闹海》及IP运营贡献显著，光线传媒（300251）(300251.SZ)2025年赚翻了。 根据业绩预告，光线传媒预计2025年全年实现归属于上市公司股东的净利润(以下简称"归母净利润")为 15亿元—19亿元，将创下年度新高，同比增长413.67%—550.65%。 据了解，光线传媒正处于从"高端内容提供商"向"IP的创造者和运营商"转型的过程中，公司围绕IP运营 进行了多维度的布局与能力建设，持续不断夯实自身能力。 光线传媒财务状况较好，手握大量现金，截至2025年9月底资产负债率仅为12.63%。而公司从2018年到 2025年这8年期间，无股权再融资。 长江商报记者注意到，前几年，受市场环境等因素影响，光线传媒经营业绩承压。 2021年及2022年，光线传媒的归母净利润和扣非净利润均陷入亏损，其中归母净利润两年累计亏超10亿 元；2023年经营向好实现了扭亏为盈，但2024年又出现增收不增利，2023年及2024年的归母净利润分别 为4.18亿元、2.92亿元，实现扣非净利润3.88亿元、2.44亿元。 对比来看，光线传媒在2025年交出归母净利润超过15亿元、扣非净利润超过14亿元的业绩 ...