Group 1 - The core point of the news is that Huazhi Shumei's stock price increased by 5.14% to 10.23 CNY per share, with a trading volume of 269 million CNY and a turnover rate of 6.79%, resulting in a total market capitalization of 4.607 billion CNY [1] - Huazhi Shumei, established on October 30, 2006, and listed on February 17, 2015, is primarily engaged in the investment, production, distribution, and derivative businesses of TV dramas and films, as well as artist management and related services [1] - The revenue composition of Huazhi Shumei includes 58.06% from film and television distribution, 23.50% from other businesses, 10.07% from internet marketing services, and 8.38% from copyright operations [1] Group 2 - According to data from the top ten holdings of funds, one fund under Shenwan Hongyuan holds shares in Huazhi Shumei, specifically the Shenwan Hongyuan Xingle Youxuan Mixed A Fund, which held 660,700 shares in the fourth quarter, unchanged from the previous period, accounting for 6.81% of the fund's net value [2] - The Shenwan Hongyuan Xingle Youxuan Mixed A Fund, established on August 24, 2022, has a latest scale of 35.614 million CNY, with a year-to-date return of 14.37% and a one-year return of 43.45% [2]

Group 1 - The A-share film industry stocks experienced a collective surge, with Hengdian Film reaching the daily limit, and other companies like Happiness Blue Sea, Light Media, Bona Film, and others also showing significant gains [1] - Seven films have been scheduled for release during the Spring Festival, with six of them set to premiere on the first day of the new year [1] Group 2 - Hengdian Film saw a price increase of 10.01%, with a total market capitalization of 20.1 billion and a year-to-date increase of 90.95% [2] - Happiness Blue Sea increased by 7.87%, with a market cap of 8.943 billion and a year-to-date increase of 15.44% [2] - Light Media rose by 6.43%, with a market cap of 59.7 billion and a year-to-date increase of 24.24% [2] - Bona Film increased by 4.34%, with a market cap of 13.6 billion and a year-to-date increase of 29.74% [2] - Other companies like Jinyi Film, Huazhi Digital Media, and Huayi Brothers also reported gains of over 3% [1][2]

证券代码：300426 证券简称：华智数媒 公告编号：2026-004 浙江华智数媒传媒股份有限公司 关于诉讼事项的进展公告 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。 截至本公告披露日，公司（包括控股子公司在内）暂不存在其他应披露而未 披露的诉讼、仲裁事项。 2. 案件所处的诉讼（仲裁）阶段：送达一审判决，在上诉期内。 3. 涉及金额及对公司损益产生的影响：一审法院判决东阳沙暴电影文化有 限公司（以下简称"东阳沙暴"）支付承制费用 1,256.86 万元，对公司 2025 年 度利润不存在影响；案件受理费、原告律师代理费、违约金（截至 2026 年 2 月 2 日）等约 296.25 万元，将分别减少 2025 年度及 2026 年度净利润约 290.91 万 元、5.34 万元，最终金额及会计处理以审计机构年度审计结果为准。 一、本次诉讼事项的基本情况 浙江华智数媒传媒股份有限公司（以下简称"公司"或"华智数媒"）于 2025 年 12 月 31 日披露了公司及控股子公司的累计诉讼、仲裁的新增及进展情 况，具体内容请参见公司于巨潮资讯网（www.cni ...

Group 1 - The core point of the article is that Huazhi Shumei (300426) reported a total of 17,209 shareholders as of January 30, 2026 [1]

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]

Group 1 - The film and cinema sector saw a significant increase of 3.28% on January 30, with Hengdian Film leading the gains [1] - The Shanghai Composite Index closed at 4117.95, down 0.96%, while the Shenzhen Component Index closed at 14205.89, down 0.66% [1] - Key stocks in the film and cinema sector showed notable price increases, with Hengdian Film rising by 10.01% to a closing price of 25.50 [1] Group 2 - The film and cinema sector experienced a net inflow of 542 million yuan from institutional investors, while retail investors saw a net outflow of 768 million yuan [2] - Major stocks such as China Film and Wanda Film attracted significant net inflows from institutional investors, with China Film receiving 206 million yuan [3] - Retail investors showed a negative trend in several stocks, with significant outflows from Happiness Blue Sea and Huayi Brothers [3]

Group 1 - The company, Huazhi Shumei (300426.SZ), stated on the investor interaction platform that it does not have any business layout in the GEO sector [1]

Core Viewpoint - The company, Huazhi Shumei, has projected a significant decline in net profit for the fiscal year 2025, expecting a loss between 410 million to 350 million yuan, compared to a loss of 27.83 million yuan in the previous year [2] Financial Performance - The expected net profit for 2025 is projected to be between -410 million yuan and -350 million yuan, a substantial increase in losses compared to the previous year's loss of -27.83 million yuan [2] - The anticipated operating revenue for 2025 is estimated to be between 110 million yuan and 130 million yuan, down from 191.35 million yuan in the same period last year [2]

(本文来自第一财经) 华智数媒公告，2025年净亏损为3.5亿元—4.1亿元，同比下降1157.57%—1373.16%。报告期内，公司营 业收入主要来源于影视剧的制作与发行。受项目周期、排播及档期等因素影响，公司形成收入的影视剧 同比减少，导致公司整体营业收入同比下降。公司净利润出现大幅下滑主要因为本期结转的电影项目成 本较高，导致营业成本增加。 ...