智通财经APP讯，光线传媒(300251.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净利润 15亿元至19亿元，同比增长413.67%-550.65%;扣除非经常性损益后的净利润14.24亿元至18.24亿元，同 比增长483.25%-647.09%。 公告显示，公司投资、发行、协助推广并计入本报告期票房的影片包括：报告期内上映的《哪吒之魔童 闹海》《独一无二》《花漾少女杀人事件》《东极岛》《非人哉：限时玩家》《三国的星空第一部》 《鬼灭之刃：无限城篇第一章猗窝座再袭》等影片，2024年上映并有部分票房结转到报告期的影片包括 《小倩》。同时，随着《哪吒之魔童闹海》的热映，公司的相关IP运营业务贡献了较多的收入和利润。 2025年，公司电影及衍生业务收入及利润较上年同期均实现大幅提升。 ...

公告显示，公司投资、发行、协助推广并计入本报告期票房的影片包括：报告期内上映的《哪吒之魔童 闹海》《独一无二》《花漾少女杀人事件》《东极岛》《非人哉：限时玩家》《三国的星空第一部》 《鬼灭之刃：无限城篇第一章猗窝座再袭》等影片，2024年上映并有部分票房结转到报告期的影片包括 《小倩》。同时，随着《哪吒之魔童闹海》的热映，公司的相关IP运营业务贡献了较多的收入和利润。 2025年，公司电影及衍生业务收入及利润较上年同期均实现大幅提升。 智通财经APP讯，光线传媒(300251.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净利润 15亿元至19亿元，同比增长413.67%-550.65%;扣除非经常性损益后的净利润14.24亿元至18.24亿元，同 比增长483.25%-647.09%。 ...

北京光线传媒股份有限公司 北京光线传媒股份有限公司 2025 年度业绩预告 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、本期业绩预计情况 1. 业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 2. 业绩预告情况 证券代码：300251 证券简称：光线传媒 公告编号：2026-003 三、业绩变动原因说明 2025 年，根据国家电影局发布的数据，全国电影票房为 518.32 亿元，同比增 长 21.95%，城市院线观影人次为 12.38 亿，同比增长为 22.57%，国产影片票房为 412.93 亿元，占比为 79.67%。影片供给方面，全年影片总产量为 764 部，其中故 事影片 511 部，全年票房过亿元影片共 51 部，其中国产影片 33 部。 北京光线传媒股份有限公司 报告期内，公司取得的归属于上市公司股东的净利润 150,000 万元–190,000 万 元，取得的扣除非经常性损益后的净利润 142,400 万元–182,400 万元，计提减值 准备金额约为 65,000 万元，本次业绩预告中归属于上市公司股东 ...

证券之星消息，1月29日影视院线板块较上一交易日上涨2.41%，横店影视领涨。当日上证指数报收于 4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 603103 | 横店影视 | 23.18 | 10.01% | 12.01万 | | 2.69亿 | | 300291 | 百纳千成 | 9.13 | 7.03% | 87.73万 | | 7.92亿 | | 002292 | 奥飞娱乐 | 9.37 | 4.34% | 114.55万 | | 10.72亿 | | 300182 | 捷成股份 | 6.10 | 2.87% | 211.23万 | | 12.93亿 | | 300133 | 华策影视 | 9.15 | 2.81% | 170.51万 | | 15.61亿 | | 300027 | 华谊兄弟 | 2.25 | 2.27% | 105.81万 | | 2.37亿 | ...

(原标题:光线传媒等成立文化科技公司) 企查查APP显示，近日，北京一刻光文化科技有限公司成立，法定代表人为邢嘉芸，经营范围包含：电影摄制服务；广播电视节目制作经营；电 视剧发行；互联网直播技术服务：电影发行；出版物零售等。企查查股权穿透显示，该公司由光线传媒（300251）全资子公司北京光线影业有限 公司、余志刚共同持股。 相关ETF 食品饮料ETF (产品代码: 515170) ★ 跟踪：中证细分食品饮料产业主题指数 近五日涨跌: -2.40% 市盈率: 19.09倍 资金流向: 最新份额为106.7亿份, 增 加了4950.0万份,净申赎 2617.9 可元。 估值分位:13.49% 游戏ETF (产品代码：159869) ★ 跟踪：中证动漫游戏指数 近五日涨跌: -1.61% 市盈率： 40.97倍 资金流向: 最新份额为90.5亿份,增加 了1400.0万份,净申赎 2190.0万元。 估值分位: 60.07% 消费ETF华夏 (产品代码: 510630) ★ 跟踪：上证主要消费行业指数 资金流向: 最新份额为1.4亿份, 减少 了400.0万份，净申赎-567.6 万元。 估值分位: 78.91% ...

证券之星消息，1月28日影视院线板块较上一交易日下跌0.68%，欢瑞世纪领跌。当日上证指数报收于 4151.24，上涨0.27%。深证成指报收于14342.9，上涨0.09%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 603103 | 横店影视 | 21.07 | 4.57% | 15.54万 | | 3.31亿 | | 300251 | 光线传媒 | 17.89 | 1.07% | 70.93万 | | 12.67亿 | | 300133 | 华策影视 | 8.90 | 0.68% | 126.79万 | | 11.23 乙 | | 300027 | 华谊兄弟 | 2.20 | 0.46% | 64.56万 | | 1.42亿 | | 601595 | 上海电影 | 28.90 | -0.03% | 5.57万 | | 1.62亿 | | 002905 | 金逸影视 | 11.38 | -0.35% | 9.94万 | | 1.14亿 | | ...

Investment Rating - The report maintains an "Outperform" rating for the media industry, indicating an expected increase of over 10% relative to the CSI 300 index in the next six months [1][37]. Core Insights - The report highlights a decrease in the allocation of public funds to media sector heavyweights, with a total market value of 40.569 billion yuan at the end of Q4 2025, down 31.70% from Q3 2025 [6][10]. - The gaming sector continues to see increased allocation, with a market value of 30.206 billion yuan, representing 74.46% of the total media sector allocation, marking a 1.14 percentage point increase [11][15]. - The report notes a concentration of investments in top gaming companies, with eight out of the top ten heavyweights being gaming firms, reflecting a strong institutional focus on this segment [20][21]. Summary by Sections Heavyweight Stock Allocation - The allocation of public funds to media heavyweight stocks has decreased, with a total market value of 40.569 billion yuan, down 18.825 billion yuan from Q3 2025, resulting in a 31.70% decline [6][10]. - The allocation ratio for media heavyweights is approximately 1.22%, down 0.56 percentage points from the previous quarter [10][11]. Gaming Sector Performance - The gaming sector's market value stands at 30.206 billion yuan, accounting for 74.46% of the total media sector allocation, with a 40.09% overweight ratio, the highest recorded [11][15]. - The top three sectors by market value are gaming, advertising, and film exhibition, with gaming showing the most significant allocation increase [11][15]. Individual Company Insights - The top ten media heavyweights include companies like Giant Network, Century Huatong, and Kaineng Network, with gaming companies dominating the list [20][23]. - Notable changes in the top ten include Mango Super Media dropping out and Kunlun Wanwei entering the list [20][21]. Hong Kong Stock Preferences - In the Hong Kong market, Tencent Holdings remains the largest heavyweight with a market value of 94.525 billion yuan, despite a decrease of 12.287 billion yuan [33][34]. - Meituan and Damai Entertainment have shown significant increases in both market value and the number of funds holding their stocks [33][34]. Investment Recommendations - The report suggests focusing on high-growth segments such as AI applications and gaming, which are expected to benefit from favorable policies and strong market demand [35][36]. - Recommended companies for investment include 37 Interactive Entertainment, Perfect World, Kaineng Network, and others [35][36].

Investment Rating - The report maintains an "Outperform" rating for the media industry, indicating an expected increase of over 10% relative to the CSI 300 index in the next six months [1][37]. Core Insights - The report highlights a decrease in the allocation of public funds to media sector heavyweights, with a total market value of 40.569 billion yuan at the end of Q4 2025, down 31.70% from Q3 2025 [6][10]. - The gaming sector continues to see increased allocation, with a market value of 30.206 billion yuan, representing 74.46% of the total media sector allocation, marking a 1.14 percentage point increase [11][15]. - The report notes a concentration of investment in top gaming companies, with eight out of the top ten heavyweights being gaming firms, reflecting a high level of institutional interest [20][21]. Summary by Sections Heavyweight Stock Allocation - The allocation of public funds to media heavyweights has decreased, with a total market value of 40.569 billion yuan, down 188.25 billion yuan from Q3 2025, resulting in a 31.70% decline [6][10]. - The allocation ratio for the media sector is approximately 1.22%, down 0.56 percentage points from the previous quarter [10][11]. Gaming Sector Performance - The gaming sector's market value is 30.206 billion yuan, accounting for 74.46% of the total media allocation, with a 40.09% over-allocation ratio, the highest recorded [11][15]. - The top three heavyweights in the media sector are gaming, advertising, and film exhibition, with the gaming sector showing the most significant over-allocation [11][15]. Individual Company Focus - The top ten heavyweights in the media sector include major gaming companies such as Giant Network, Century Huatong, and Kaineng Network, with a notable shift in rankings from Q3 2025 [20][23]. - The report indicates a divergence in individual stock allocations, with some previously high-performing companies seeing reduced allocations, possibly due to profit-taking [35][36]. Investment Recommendations - The report suggests focusing on high-growth segments such as AI applications and gaming, which are expected to benefit from favorable policies and upcoming product launches in 2026 [35][36]. - Recommended companies for investment include 37 Interactive Entertainment, Perfect World, Kaineng Network, and others [35][36].

证券之星消息，1月26日影视院线板块较上一交易日下跌0.24%，百纳千成领跌。当日上证指数报收于 4132.61，下跌0.09%。深证成指报收于14316.64，下跌0.85%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 001330 | 博纳影业 | 9.76 | 4.72% | 157.79万 | | 15.24亿 | | 603103 | 横店影视 | 19.97 | 3.26% | 12.19万 | | 2.42亿 | | 002739 | 万达电影 | 11.75 | 1.12% | 68.61万 | | 8.06亿 | | 600088 | 中视传媒 | 17.55 | 1.04% | 11.43万 | | 2.02亿 | | 600977 | 中国电影 | 17.14 | 0.88% | 60.18万 | | 10.36亿 | | 300251 | 光线传媒 | 17.60 | 0.80% | 76.24万 | | 13.47亿 | ...

证券日报网讯1月23日，光线传媒（300251）在互动平台回答投资者提问时表示，公司持续关注行业技 术趋势与市场需求，将结合自身发展战略动态评估相关机会，积极稳健地推动IP价值的可持续增长。 ...