NO.1 全球首个机器人6S店在深圳开业 据"广东发布"微信公众号7月29日消息，全球首家机器人"6S店"7月28日在深圳龙岗开业，店内集聚数百种机器人及配套零部件，深圳乃 至国内的机器人头部企业纷纷入驻展示。当天，多家企业带来的产品涵盖了家庭服务、医疗辅助、工业巡检、教育陪伴等多个领域。 点评：机器人"6S店"涵盖销售、零配件供应、售后服务、信息反馈、租赁及个性化定制服务，能为机器人企业提供场景落地的全流程 验证服务，完善了机器人产业的服务链条。 NO.2 澳门上半年酒店客房平均入住率近九成 7月29日，澳门特区政府统计暨普查局资料显示，2025年上半年，澳门酒店业场所的客房平均入住率为89.1%，较上一年增加5.1个百分 点。上半年末，澳门向公众提供住宿服务的酒店业场所共147间，较上一年增加4间，可提供客房数目同比减少3.8%至4.5万间。 点评：尽管客房总数同比减少，平均入住率逆势攀升至89.1%，这反映了澳门酒店业正从"规模扩张"转向"质量优化"。 NO.3惠州空气质量排名全国第四 据"惠州发布"微信公众号7月29日消息，生态环境部发布的通报显示，在全国168个重点城市空气质量排名中，惠州位居第四位 ...

据猫眼专业版数据，截至7月29日15时01分，2025年暑期档总票房（含预售）破55亿，《南京照相馆》登顶2025年暑期档票房 榜，成9省票房冠军。 | 图 通眼专业版 | | | | | | --- | --- | --- | --- | --- | | 2025年暑期档票房榜 | | | | | | 全国总票房 | | | | | | 55.00 | | | | | | 2025年 暑期档/06.01-08.31 | | | | | | 数据截至2025-07-29 15:01:16 | | | | | | 总出票1.43亿张 总场次2469.5万场 | | | 平均票价38.4元 | | | 四 票房排名 | | | | | | 影片 | 档期票房 | 票房占比 | 排片占比 | 上座率 | | (万) | | | | | | 南京照相馆 57730.02 | | 10.4% | 4.1% | 10.7% | | 2025-07-25上映 | | | | | | 侏罗纪世界: | | | | | | 重生 54603.53 | | 9.9% | 7.0% | 5.1% | | 2025-07-02上映 ...

Core Insights - The total box office for the summer season of 2025 has surpassed 5.5 billion yuan, with "Nanjing Photo Studio" leading the box office rankings and becoming the champion in nine provinces [1][2][11] - "Nanjing Photo Studio" has achieved a box office of over 600 million yuan as of July 29, with projections suggesting it could exceed 3.246 billion yuan [3][11] Box Office Performance - As of July 29, 2025, the total number of tickets sold is approximately 143 million, with a total of 24.695 million screenings and an average ticket price of 38.4 yuan [2] - The top films by box office revenue include: - "Nanjing Photo Studio": 577.3 million yuan (10.4% of total) [2] - "Jurassic World: Rebirth": 546.0 million yuan (9.9% of total) [2] - "Lychee of Chang'an": 520.8 million yuan (9.4% of total) [2] - "Detective Conan: The Residue of the Eye": 384.4 million yuan (6.9% of total) [2] - "Sauce Garden Case": 375.2 million yuan (6.8% of total) [2] Company Impact - The production company, Happy Blue Ocean, has seen its stock price surge, reaching a nearly 100% increase since July 21, 2025, and achieving a new high since April 2017 [11] - Happy Blue Ocean's revenue from "Nanjing Photo Studio" is expected to significantly impact its financials, as the film's box office has already exceeded 50% of the company's audited revenue for the last fiscal year [11] - Other companies involved in the production include China Film, Hengdian Film, and Wanda Film, all of which are likely to benefit from the film's success [11][12][13] Future Releases - "Nanjing Photo Studio" is set to be released in various international markets, including Macau, Australia, New Zealand, the United States, and Canada, with additional releases planned in other countries [12] - The summer season has a total of 111 films scheduled for release, with a strong lineup of dramas and animated films expected to perform well [14]

（原标题：幸福蓝海7月29日龙虎榜数据） 幸福蓝海7月29日交易公开信息 幸福蓝海今日涨停，全天换手率16.37%，成交额12.71亿元，振幅6.14%。龙虎榜数据显示，机构净买入 2702.29万元，营业部席位合计净卖出7618.63万元。 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 中信证券（山东）有限责任公司淄博分公司 | 3933.84 | 0.00 | | 买二 | 东亚前海证券有限责任公司苏州分公司 | 3699.56 | 1048.75 | | 买三 | 机构专用 | 2608.11 | 552.53 | | 买四 | 华鑫证券有限责任公司江苏分公司 | 2520.40 | 5.70 | | 买五 | 机构专用 | 2277.60 | 1630.89 | | 卖一 | 广发证券股份有限公司杭州富春路证券营业部 | 6.75 | 4443.29 | | 卖二 | 国投证券股份有限公司北京复兴门外大街证券营业部 | 13.03 | 4353.44 | | 卖三 | 中国银河证券股份有限公司北京中关村 ...

Group 1 - The film "Nanjing Photo Studio" has achieved a box office of over 5.7 billion RMB within five days of its release, with predictions estimating total earnings to reach 34.6 billion RMB [1][2] - The film has received a high rating of 8.6 on Douban, making it the top-rated domestic film of the summer season, alongside "The King's Avatar: The Movie" [1] - The film's success has led to significant stock price increases for several A-share companies involved in its production, including China Film, Happiness Blue Sea, and Shanghai Film, with Happiness Blue Sea's stock rising nearly 80% since July 23 [2] Group 2 - The summer box office has seen a notable increase, reaching 55 billion RMB so far in 2025, driven by the popularity of films like "Nanjing Photo Studio" [4] - China Film has indicated plans to release a series of diverse films this summer, with "Nanjing Photo Studio" being a key project commemorating the 80th anniversary of the victory in the Chinese People's War of Resistance against Japanese Aggression [2] - As of July 27, 2025, the film has not yet impacted the company's operating income, as revenue recognition will only occur after recovering the investment costs [3]

Group 1 - The core point of the article highlights the significant impact of the film "Nanjing Photo Studio" on the stock price of Happiness Blue Ocean, which surged by 47% in three trading days due to the film's box office success [1][3] - "Nanjing Photo Studio" achieved a box office of 1.57 billion yuan on its opening day and has grossed 4.6 billion yuan in its first four days, indicating strong market reception [1][2] - Despite the film's success, Happiness Blue Ocean has faced continuous losses over the past five years, with a cumulative net loss exceeding 1 billion yuan, raising concerns about the sustainability of its financial recovery [1][4] Group 2 - The company's television segment, once seen as a growth opportunity, has struggled significantly after a failed acquisition of Di Nu Media, leading to a negative gross margin of -876.73% in 2024 [2] - The film and derivative products accounted for 87.41% of the company's total revenue in 2024, but with a gross margin of -9.26%, indicating ongoing financial challenges [2] - Even with the optimistic box office predictions for "Nanjing Photo Studio," the company's future remains uncertain, as it reported a loss of 22.04 million yuan in 2023 and an expanded loss of 192 million yuan in 2024 [4]

7月25日全国上映的《南京照相馆》，由曾执导2023年暑期档票房冠军《孤注一掷》的申奥担任导演，刘昊然、王传君、高叶、王骁等知名演员领衔主演。 该片讲述了1937年南京沦陷时期，吉祥照相馆的几名普通百姓在被迫为日军冲洗照片时，意外发现记录暴行的底片，继而冒死传递罪证，最终让真相曝光的 故事。 恰逢今年是中国人民抗日战争暨世界反法西斯战争胜利80周年，其题材意义尤为特殊。 随着爆款影片《南京照相馆》走红，A股上市公司幸福蓝海表现抢眼。继昨日涨停后，该股今日开盘即封死20CM涨停，报21.1元，总市值飙至78.62亿元。 爆款影片票房狂飙 冷清许久的电影大盘，终于被一部爆款"破冰"。 上映首日，《南京照相馆》（含点映）票房达1.58亿元，登顶当日票房冠军，目前累计票房已破5亿元。据猫眼专业版预测，其最终内地总票房将达32.46亿 元，有望跻身2025年度票房榜第三（前两名为春节档的《哪吒之魔童闹海》与《唐探1900》）。 图片来自：猫眼 专业版微博 幸福蓝海7月股价翻倍 随着影片热映，作为主要出品方之一的幸福蓝海股价显著上涨。7月24日至28日连续三个交易日内，公司股票日收盘价格涨幅偏离值累计超30%，触发股票 ...

（文章来源：证券时报网） 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.07.28 | 20.00 | 5.30 | 16507.81 | | 2025.07.25 | 2.66 | 19.22 | -748.48 | | 2025.07.24 | 20.02 | 13.54 | 8534.64 | | 2025.07.23 | 1.02 | 9.43 | -834.36 | | 2025.07.22 | 6.71 | 9.92 | -140.15 | | 2025.07.21 | 4.25 | 6.94 | 2353.93 | | 2025.07.18 | -1.03 | 2.72 | -200.58 | | 2025.07.17 | 0.66 | 3.47 | -589.73 | | 2025.07.16 | 1.05 | 4.94 | 529.74 | | 2025.07.15 | -1.96 | 4.04 | -1091.37 | 幸福蓝海再度涨停，4个交易日内录得3个涨停，累计涨幅为7 ...

Market Overview - On July 28, the A-share market experienced a rebound, with the ChiNext Index leading the gains. The total trading volume in the Shanghai and Shenzhen markets was 1.74 trillion yuan, a decrease of 45 billion yuan compared to the previous trading day. The Shanghai Composite Index rose by 0.12%, the Shenzhen Component Index increased by 0.44%, and the ChiNext Index gained 0.96% [2][3] - Over 2,700 stocks in the market saw an increase, indicating a broad-based rally [2] Sector Performance - The computing hardware sector saw a significant surge, while innovative drug concepts maintained strong performance. The commercial aerospace sector was also active [2] - Conversely, cyclical stocks such as steel and coal experienced collective adjustments, with companies like Liugang Co., Ltd. seeing declines of over 5% [2] - The PCB, film, and CPO sectors had the highest gains, while coal, steel, Hainan Free Trade Zone, and precious metals sectors faced the largest declines [2] International Market - In the U.S. stock market on July 28, the Dow Jones Industrial Average fell by 64.36 points to close at 44,837.56 points, a decrease of 0.14%. The S&P 500 index rose by 1.13 points to 6,389.77 points, an increase of 0.02%, and the Nasdaq Composite Index gained 70.27 points to close at 21,178.58 points, up 0.33% [4][6] - European markets saw all three major indices decline, with the UK FTSE 100 down 0.43%, the French CAC 40 down 0.43%, and the German DAX down 1.02% [4] - International oil prices rose, with WTI crude oil increasing by $1.55 to $66.71 per barrel, a rise of 2.38%, and Brent crude oil up $1.60 to $70.04 per barrel, an increase of 2.34% [4][5] Key Announcements - The Chinese government announced a new childcare subsidy plan, effective from January 1, 2025, providing annual subsidies of 3,600 yuan per child for those under three years old [8] - The Ministry of Industry and Information Technology is formulating a plan to enhance the adaptability of consumer goods supply and demand to support consumption expansion [9] - The Shanghai Municipal Economic and Information Commission announced a 600 million yuan initiative to reduce the cost of intelligent computing power, including issuing computing vouchers [13] Institutional Insights - Everbright Securities noted that the white liquor sector is currently in a deep value zone, with a dividend yield of 3.72% as of July 25, 2024, and a payout ratio of 71% [16] - Open Source Securities highlighted that the coal sector is at a turning point, suggesting it is time to position investments [16] - Donghai Securities anticipates an overall improvement in profitability and valuation levels in the medical device sector due to policy guidance [16] Focused Announcements - WuXi AppTec reported a net profit of 8.561 billion yuan for the first half of the year, a year-on-year increase of 101.92% [17] - SANY Heavy Industry plans to issue up to 20 billion yuan in various non-financial corporate debt financing tools [18]

Group 1 - The U.S. stock market showed mixed results with the Dow Jones down 0.14%, while the Nasdaq and S&P 500 indices reached new highs, increasing by 0.33% and 0.02% respectively [2] - Notable technology stocks saw significant gains, with AMD rising over 10%, Tesla up more than 3%, and Nvidia, Broadcom, and Qualcomm each increasing by over 1% [2] - Chinese concept stocks mostly declined, with the Nasdaq Golden Dragon China Index down 0.69%, and companies like iQIYI and Bilibili falling over 3% and 2% respectively [2] Group 2 - WuXi AppTec reported a 20.6% year-on-year increase in revenue for the first half of 2025, reaching 20.8 billion yuan, with a 44.4% increase in adjusted net profit [7] - The film "Nanjing Photo Studio," produced by Happiness Blue Sea, has grossed over 412 million yuan, exceeding 50% of the company's most recent annual revenue [12] Group 3 - The market is experiencing short-term funding discrepancies, leading to increased volatility, with a focus on policy-driven sectors and those with high earnings certainty [12] - The Shanghai Municipal Economic and Information Commission plans to expand autonomous driving testing areas, aiming for full open testing in the Pudong New Area by the end of the year [4]