每年暑假，电影圈总会上演一场激烈的"神仙打架"，今年更加热闹。三部抗日题材新片《南京照相馆》 《东极岛》《731》轮番上阵，此前还有《长安的荔枝》《你行！你上！》等热门影片接连上映。 热门影片的火爆，迅速传导到A股市场。近几个交易日，影视概念震荡拉升。其中，幸福蓝海 （300528.SZ）近5个交易日收获4个20CM涨停，累计上涨112.95%；天府文旅（000558.SZ）、北京文化 （000802.SZ）等个股也连续上涨。 《南京照相馆》的火爆，让其背后的出品方上市公司在A股市场也受到资金的青睐。资料显示，《南京 照相馆》参与出品的企业有9家，涉及中国电影产业集团股份有限公司（中国电影，600977.SH）、幸 福蓝海影视文化集团股份有限公司（幸福蓝海，300528.SZ）、浙江横店影业有限公司（横店影视， 603103.SH）、万达电影股份有限公司（万达电影，002739.SZ）4家上市公司。 从股价表现看，幸福蓝海的走势较强。自7月24日至今，幸福蓝海在5个交易日收获4个20CM涨停，股 价累计上涨112.95%。7月28日，幸福蓝海发布《南京照相馆》的票房数据公告。其中指出，截至7月27 日24时， ...

Strong Stocks - As of July 30, the Shanghai Composite Index rose by 0.17% to 3615.72 points, while the Shenzhen Component Index fell by 0.77% to 11203.03 points, and the ChiNext Index decreased by 1.62% to 2367.68 points [1] - A total of 55 stocks in the A-share market hit the daily limit up, with the top three strong stocks being: Southern Road Machinery (603280), Hanjian Heshan (603616), and Happiness Blue Sea (300528) [1] - Southern Road Machinery had 8 consecutive trading days with 7 limit ups, a turnover rate of 47.59%, and a transaction amount of 636 million yuan [1] - Hanjian Heshan also recorded 8 consecutive trading days with 6 limit ups, a turnover rate of 33.54%, and a transaction amount of 881 million yuan [1] - Happiness Blue Sea achieved 5 consecutive trading days with 4 limit ups, a turnover rate of 16.81%, and a transaction amount of 1.525 billion yuan [1] Strong Concept Sectors - The top three concept sectors with the highest increase in A-shares were: Combustible Ice, Artemisinin, and Dairy Industry [2] - The Combustible Ice sector rose by 3.07%, with 90.91% of its constituent stocks increasing in value [2] - The Artemisinin sector increased by 2.33%, with 80.0% of its constituent stocks showing an upward trend [2] - The Dairy Industry sector saw a rise of 1.84%, with 84.85% of its constituent stocks also increasing [2] - Other notable sectors included Community Group Buying and Duty-Free Shops, which rose by 1.27% and 1.22% respectively [2]

今天（7月30日），A股影视院线板块持续走强，位列A股行业板块涨幅第一。 个股方面，幸福蓝海再度收获20CM涨停，最近5个交易日已连续4个交易日涨停，股价翻倍不止。 | | | 幸福蓝海 | | | | | --- | --- | --- | --- | --- | --- | | | | 300528 | | | | | 25.32 | 高 | 25.32 换手 16.81% | | | 62.63万 | | 22.50 | (ਜ਼ੁ | | 市值 94.34亿 | 金额 15.25亿 | | | 4.22 20.00% 22.51 | 开 | | 流通 94.34亿 市盈 " | 亏损 | | | 日线 MA5:18.58 10:14.89 20:12.80 30:11.93 | | | | | 前复权 > | | 60:10.73 1:25.32 | | | | | | | 26.23 | | | | 25.32- | | | 21.54 | | | | | | | 16.85 | | | | | | | 12.16 | | | | | | | 6.1 | | | | | | | 2025/05/12 ...

公告称，公司参与出品的影片《南京照相馆》正在上映中，公司是该影片的投资方之一，投资比例较 低，预计该影片产生的收益对公司经营业绩不存在重大影响。 智通财经APP讯，幸福蓝海(300528.SZ)公告，公司股票2025年7月24日至7月30日连续五个交易日内日收 盘价格涨幅偏离值累计超过100%，属于股票交易严重异常波动的情形。 ...

公司参与出品的影片《南京照相馆》正在上映中，公司是该影片的投资方之一，投资比例较低，预计该 影片产生的收益对公司经营业绩不存在重大影响。公司郑重提醒广大投资者注意二级市场交易风险，理 性决策，审慎投资。 格隆汇7月30日丨幸福蓝海(300528.SZ)公布，公司股票于2025年7月29日、7月30日连续两个交易日收盘 价格涨幅偏离值累计超过30%，根据深圳证券交易所(以下简称"深交所")相关规定，属于股票交易异常 波动的情形；公司股票2025年7月24日至7月30日连续五个交易日内日收盘价格涨幅偏离值累计超过 100%，根据深交所相关规定，属于股票交易严重异常波动的情形。 ...

幸福蓝海：公司是《南京照相馆》的投资方之一 投资比例较低 金十数据7月30日讯，幸福蓝海公告，公司股票于2025年7月24日至7月30日连续五个交易日内日收盘价 格涨幅偏离值累计超过100%，属于股票交易严重异常波动。公司参与出品的影片《南京照相馆》正在 上映，公司是该影片的投资方之一，投资比例较低，预计该影片产生的收益对公司经营业绩不存在重大 影响。 ...

幸福蓝海影视文化集团股份有限公司 股票交易异常波动暨严重异常波动的公告 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。 特别提示： 1.幸福蓝海影视文化集团股份有限公司（以下简称"公司"）股票（证券 简称：幸福蓝海，证券代码：300528）于2025年7月29日、7月30日连续两个交 易日收盘价格涨幅偏离值累计超过30%，根据深圳证券交易所（以下简称"深交 所"）相关规定，属于股票交易异常波动的情形； 2.公司股票2025年7月24日至7月30日连续五个交易日内日收盘价格涨幅偏 离值累计超过100%，根据深交所相关规定，属于股票交易严重异常波动的情形； 证券代码：300528 证券简称：幸福蓝海 公告编号：2025-036 二、公司关注、核实相关情况的说明 针对本次公司股票交易严重异常波动情况，公司董事会通过电话及函件问询 等方式，向公司控股股东及公司管理层就相关问题进行了核实，具体情况如下： 3.公司参与出品的影片《南京照相馆》正在上映中，公司是该影片的投资 方之一，投资比例较低，预计该影片产生的收益对公司经营业绩不存在重大影 响。公司郑重提醒广大投资者注意 ...

Market Overview - A total of 48 stocks hit the daily limit, while 19 stocks faced limit down, resulting in a sealing rate of 72% [1] - The Shanghai Composite Index reached a new high for the year during intraday trading, while the Shenzhen Component Index and the ChiNext Index fell by 0.77% and 1.62%, respectively [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.84 trillion yuan, an increase of 41.1 billion yuan compared to the previous trading day [1] Stock Performance - Xizang Tourism achieved an 8-day consecutive limit up, while other notable stocks included Foci Pharmaceutical and Huaci Co., both with 3 consecutive limit ups [1][3] - The highest stock, Xizang Tourism, had a limit up of 10% [9] - The stock market saw a significant drop in high-profile stocks like Dongxin Peace and Zhongyin Securities, which faced limit down [3][8] Sector Analysis - The film, oil and gas, baby products, and food sectors showed strong performance, while sectors like stablecoins, solid-state batteries, software development, and rare earth permanent magnets faced declines [1] - The film sector benefited from the summer box office, which surpassed 5.5 billion yuan, with the film "Nanjing Photo Studio" grossing over 600 million yuan in just five days [5][18] - The steel sector continued its strong performance, with companies involved in super hydropower projects, such as Xining Special Steel, also seeing gains [5] Investment Trends - The consumer sector showed notable performance, particularly in baby products, following the announcement of a national subsidy program for families with children under three years old [6] - The innovative drug sector experienced mixed results, with some stocks like CXO and weight-loss drugs facing declines, while others like Heng Rui Pharmaceutical saw positive developments [7][14] - The super hydropower concept remained popular, with significant investments announced, leading to strong performance in related stocks [17] Key Stocks - Xizang Tourism: 8 consecutive limit ups, 10% increase [9] - Nanfang Road Machine: 8 days with 7 limit ups, 9.99% increase [10] - Happiness Blue Sea: 5 days with 4 limit ups, 20% increase [19]

（文章来源：证券时报网） 具体来看，今日上榜的营业部中，共有3家机构专用席位现身，即买一、买二、买三、卖二、卖三，合 计买入金额1.38亿元，卖出金额9198.58万元，合计净买入4650.13万元。 资金流向方面，今日该股主力资金净流出1.75亿元，其中，特大单净流出1.39亿元，大单资金净流出 3578.21万元。近5日主力资金净流入5692.06万元。（数据宝） 幸福蓝海7月30日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 机构专用 | 6494.42 | 4094.42 | | 买二 | 机构专用 | 4320.32 | 3620.83 | | 买三 | 机构专用 | 3033.97 | 1483.33 | | 买四 | 中国国际金融股份有限公司上海分公司 | 2705.00 | 809.94 | | 买五 | 华鑫证券有限责任公司杭州分公司 | 1944.50 | 15.03 | | 卖一 | 中信证券（山东）有限责任公司淄博分公司 | 10.06 | 444 ...

Core Insights - The Jiangsu state-owned enterprise reform sector experienced a decline of 0.35% on July 30, with Lianhuan Pharmaceutical leading the drop [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] Stock Performance - Happiness Blue Sea (300528) saw a significant increase of 20.00%, closing at 25.32 with a trading volume of 626,300 shares and a transaction value of 1.525 billion [1] - Lianhuan Pharmaceutical (600513) led the decline with a drop of 4.84%, closing at 18.28, with a trading volume of 594,100 shares and a transaction value of 1.126 billion [2] Capital Flow - The Jiangsu state-owned enterprise reform sector experienced a net outflow of 648 million from institutional investors, while retail investors saw a net inflow of 532 million [2] - The capital flow data indicates that institutional investors are withdrawing funds, while retail investors are actively investing in the sector [2][3] Individual Stock Capital Flow - Huatai Securities (601688) had a net inflow of 12.8 million from institutional investors, while it faced a net outflow of 10.4 million from speculative funds [3] - Suqian Agricultural Development (601952) recorded a net inflow of 22.19 million from institutional investors, indicating strong interest in this stock [3]