经核查，公司、控股股东和实控人不存在关于公司的应披露而未披露的重大事项，也不存在处于筹划阶 段的重大事项。 证券时报e公司讯，光线传媒(300251)2月6日晚间披露股票交易异动公告称，公司及子公司出品、发行 的影片《哪吒之魔童闹海》已于1月29日起在中国大陆地区公映，目前正在热映中。 近期公司经营情况正常，内外部经营环境未发生重大变化。 ...

北京光线传媒股份有限公司 证券代码：300251 证券简称：光线传媒 公告编号：2025-007 北京光线传媒股份有限公司 股票交易异常波动的公告 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、股票交易异常波动的具体情况 北京光线传媒股份有限公司（以下简称"公司"或"本公司"）股票交易连续 3 个交易日内（2025 年 1 月 27 日、2025 年 2 月 5 日、2025 年 2 月 6 日）收盘价格 涨幅偏离值累计超过 30%，根据深圳证券交易所的有关规定，属于股票交易异常 波动的情形。 二、公司关注并核实情况的说明 针对公司股票交易异常波动情况，公司董事会已进行自查，并向公司控股股 东、实际控制人就相关事项进行了核实，现就有关情况说明如下： （一）公司及子公司出品、发行的影片《哪吒之魔童闹海》已于 2025 年 1 月 29 日起在中国大陆地区公映，目前正在热映中。根据深圳证券交易所相关要求， 公司已于 2025 年 2 月 5 日在符合条件的创业板信息披露网站上披露了《关于电影 <哪吒之魔童闹海>票房的公告》（公告编号：2025-006）。 （ ...

北京光线传媒股份有限公司 证券代码：300251 证券简称：光线传媒 公告编号：2025-006 北京光线传媒股份有限公司 关于电影《哪吒之魔童闹海》票房的公告 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。 北京光线传媒股份有限公司（以下简称"公司"）及子公司出品、发行的影片《哪 吒之魔童闹海》（以下简称"该影片"）已于 2025 年 1 月 29 日起在中国大陆地区公 映。据国家电影专资办数据显示，截至 2025 年 2 月 4 日 24 时，该影片在中国大 陆地区上映 7 天，累计票房收入（含服务费）约为人民币 48.40 亿元（最终结算数 据可能存在误差），超过公司最近一个会计年度经审计的合并财务报表营业收入的 50%。公司根据《深圳证券交易所上市公司自律监管指引第 4 号—创业板行业信息 披露》的有关规定，发布此公告。 截至 2025 年 2 月 4 日，公司来源于该影片的营业收入区间约为人民币 9.50 亿 元至人民币 10.10 亿元（最终结算数据可能存在误差）。目前，该影片正在热映中， 在中国大陆地区的最终票房收入以中国大陆地区各电影院线正式确 ...

全天成交额放量至1.29万亿元。大盘高开低走，小盘股强势，涨跌家数3433:1850。 DeepSeek跨越春节，全球下载量登顶，并且引发了美国的关注和针对，与DeepSeek相关的公司今日 表现强劲，不少公司直接一字板。 今天合计贡献25家涨停，节前最后一天板块内涨停的9家公司全部晋级连板。剩下的16家首板中，有1 4家属于缩量首板，板块非常强势，午后也没有出现回落，明日可以挖掘低位补涨机会。 作者 | 韦三甲 编辑 | 小白 盘后涨停复盘 2月5日，全天成交额放量至1.29万亿元。大盘高开低走，小盘股强势，涨跌家数3433:1850。 涨停家数77，上个交易日39，涨停封板率回升至75%，今日涨停排队资金173亿，上个交易日51亿。 春节假期发酵最热烈话题一个是DeepSeek，一个是机器人上春晚，一个是哪吒。今天在盘面上均有 所反应。 人形机器人站上春晚舞台转手绢的场景被津津乐道，宇树科技的机器人的进步也有目共睹。今日合计 贡献12家涨停，冀凯股份11天9板，10点20暴力拉升实现地天板。 板块内合计12家涨停，10家首板，首板公司中不乏前期热门的大市值公司。 阿里云宣布宣布PAI Model Gall ...

Investment Rating - The report assigns a "Strong Buy" rating to the company, indicating a potential upside of over 35% [7][11]. Core Insights - The release of the animated film "Nezha: The Devil's Child" has significantly exceeded expectations, with box office earnings surpassing 5 billion RMB as of February 5, 2025, and projected to reach a record 8.739 billion RMB, which will greatly enhance the company's Q1 performance [7][8]. - The company is expected to see substantial growth in Q1 2025, with the film potentially contributing close to 1 billion RMB in profit, validating its content production capabilities [8]. - The integration of AI technology in animation production is anticipated to improve efficiency and reduce costs, allowing the company to increase its output to 4-5 films annually [8]. - Revised profit forecasts for 2024-2026 predict net profits of 406 million RMB, 1.386 billion RMB, and 1.377 billion RMB respectively, with corresponding EPS of 0.14 RMB, 0.47 RMB, and 0.47 RMB [8][10]. Company Overview - The company operates in the media industry, with a current A-share price of 9.53 RMB and a market capitalization of 26.562 billion RMB [2]. - The stock has shown a 19.2% increase over the past year, with a 12-month high of 10.82 RMB and a low of 6.43 RMB [2]. - Major shareholders include Light Media Holdings, which holds 37.40% of the shares [2]. Financial Performance - The company reported a net profit of 417.81 million RMB in 2023, with projections of 406.29 million RMB for 2024 and significant growth to 1.38589 billion RMB in 2025 [10]. - The projected P/E ratios for 2023-2025 are 69, 20, and 20 respectively, indicating a favorable valuation outlook [10].

Group 1 - The core point of the article is that Light Media's stock surged by 20% to 11.44 yuan, with over 140,000 orders on the limit-up board, driven by the strong performance of the animated film "Nezha: The Devil's Child" which has surpassed 5 billion yuan in box office revenue as of February 5 [1] - The film "Nezha: The Devil's Child" is set to be released in multiple countries and regions, including the United States, Canada, Australia, New Zealand, Singapore, Malaysia, Indonesia, the Philippines, Vietnam, Thailand, Japan, and South Korea, with overseas revenue to be settled based on its international release performance [1] - Light Media has planned and is launching a wide range of derivative products related to "Nezha: The Devil's Child," including toys, figurines, cards, stationery, food products, badges, standees, publications, plush products, and daily necessities, catering to diverse consumer needs [1]

Investment Rating - The report maintains a "Buy" rating for the company [8] Core Views - The company has produced and distributed the film "Nezha: The Devil's Child" (also known as "Nezha 2"), which has become a phenomenon in the animation film sector, achieving both quality and box office success, indicating that the company's product quality and industrialization level are globally leading [1][2] - Due to the better-than-expected box office performance of "Nezha 2," the profit forecast for 2025 has been raised, and the company has a strong pipeline of projects to support future performance [5][4] Summary by Sections Company Overview - The company is a leader in China's animation film industry, strengthened by investments in excellent creative teams and the establishment of internal animation production teams [3] - The success of "Nezha 2" reflects the company's high product quality and industrialization level, with a rich array of derivative products launched in collaboration with various partners [3] Project Pipeline - The company has numerous projects in the pipeline, including animated films like "The Starry Sky of the Three Kingdoms," "Go to Your Island," and "Big Fish & Begonia 2," as well as live-action films such as "Little Person" and "Transparent Couple," which provide support for future performance [4] Financial Forecasts - The report has adjusted the profit forecasts for 2024-2026 to 530 million, 1.294 billion, and 1.246 billion RMB respectively, reflecting an increase from previous estimates [5] - The target price for the company's stock has been raised to 13.20 RMB, with a projected PE ratio of 30x for 2025 [5][9]

Investment Rating - The report maintains a "Buy" rating for the company [1] Core Views - The animated film "Nezha: The Devil's Child" has significantly exceeded expectations, with a first-day box office of approximately 4.9 billion yuan and a cumulative box office nearing 39 billion yuan as of February 3, 2025. The final box office is projected to be between 65-70 billion yuan [8] - The success of "Nezha 2" validates the company's content development capabilities and industrial production advantages, enhancing the potential of its Chinese mythology IP. The company has a robust pipeline of upcoming projects across various genres, including live-action films and animated features [8] - The company's net profit forecasts for 2024-2026 have been adjusted to 4.08 billion yuan, 12.97 billion yuan, and 14.45 billion yuan, respectively, corresponding to a P/E ratio of approximately 22 and 19 times for 2025-2026 [8] Financial Summary - Total revenue is projected to grow from 1,545.63 million yuan in 2023 to 3,274.57 million yuan in 2026, with a year-on-year growth rate of 104.74% in 2023 and 10% in 2026 [1][9] - The company's net profit is expected to recover from a loss of 712.71 million yuan in 2022 to a profit of 417.81 million yuan in 2023, with further growth to 1,444.92 million yuan by 2026 [1][9] - The earnings per share (EPS) is forecasted to increase from 0.14 yuan in 2023 to 0.49 yuan in 2026 [1][9]

游戏、出版、广告、影视，各显神通。 作者 | 贝壳XY 编辑 | 小白 春节将至，风云君先给大家拜个早年，祝大家蛇年大吉，我们新春看消费系列也迎来收官之作——传 媒。 截至2024年末，申万传媒指数较年初上涨2.78%，区间最大涨幅64.25%。乍一看似乎不错，但在去年 强力政策催化和宏观经济调整下，这样的涨幅显然是不够看的，不仅跑输沪深300、上证指数，而且 在31个行业大类中也位列中下游。 9月下旬起，在政策助力下，传媒板块跟随大盘大涨。11月，又受到海外AI应用陆续爆发的影响，国 内AI营销、AI玩具等赛道一时成为市场焦点，带动传媒板块进一步上涨。年尾又随着热度消退而跌 回起点，仅比年初高出2.78%。 聚焦传媒板块前十大公司，包括分众传媒（002027.SZ）、芒果超媒（300413.SZ）、昆仑万维（3004 18.SZ）、三七互娱（002555.SZ）、凤凰传媒（601928.SH）、恺英网络（002517.SZ）、光线传媒 （300251.SZ）、中南传媒（601098.SH）、万达电影（002739.SZ）、东方明珠（600637.SH），表现 多数优于板块整体。 注：剔除被实施风险警示股票S ...

北京光线传媒股份有限公司 表决结果：同意 3 票，反对 0 票，弃权 0 票。 证券代码：300251 证券简称：光线传媒 公告编号：2025-004 本公司及监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。 一、监事会会议召开情况 北京光线传媒股份有限公司（以下简称"公司"）第六届监事会第五次会议 通知于 2025 年 1 月 20 日以电子文件方式发出，会议于 2025 年 1 月 22 日在公 司会议室以现场方式召开。会议应到监事 3 名，实到 3 名，符合《公司法》和《公 司章程》的规定，会议程序合法、有效。会议由监事会主席王鑫先生主持。 二、监事会会议审议情况 1. 审议通过《关于预计 2025 年度日常关联交易的议案》 经审核，监事会认为：公司日常关联交易事项符合实际经营发展需要，交易 遵循公平、公允的定价原则，董事会在审议本议案时，关联董事回避表决，审议 程序符合相关法律、行政法规的规定。 本议案具体内容详见披露在符合条件的创业板信息披露网站的《关于预计 2025 年度日常关联交易的公告》（公告编号：2025-005）。 北京光线传媒股份有限公司 第六届监 ...