【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇7月30日｜A股开盘，上证指数跌0.04%，深证成指跌0.23%，创业板指跌0.45%。盘面上，影视院 线概念继续活跃，幸福蓝海(300528)涨超14%，金逸影视(002905)涨停，暑期档总票房突破55亿元；煤 炭股高开，陕西黑猫(601015)、郑州煤电(600121)涨超2%，7月上中旬火电厂日均煤耗继续增加；稀土 永磁概念股普涨，方邦股份(688020)涨超6%，包钢股份(600010)涨超3%；乳业股调整，骑士乳业、西部 乳业跌超3%。(格隆汇) (责任编辑：宋政 HN002) ...

影视院线板块短线拉升，金逸影视涨停，幸福蓝海涨超14%，中国电影、慈文传媒、横店影视、上海电 影、欢瑞世纪跟涨。 ...

Core Insights - The 2025 summer movie season is experiencing significant growth, with total box office exceeding 5.5 billion yuan and over 145 million admissions as of July 29 [1][2][3] - The film "Nanjing Photo Studio" is leading the box office, breaking multiple records and is projected to reach a total box office of 3.2 billion yuan [2][4] - The diverse supply of films, exceeding 100 titles, caters to various audience preferences, contributing to a sustained box office performance [3][4] Industry Performance - The summer box office has consistently surpassed 600 million yuan for four consecutive weeks, indicating a strong market momentum [3] - The first half of 2025 saw a total box office of 29.23 billion yuan, a year-on-year increase of 22.9%, marking the best performance since 2020 [7] - Domestic films accounted for 91.2% of the box office in the first half of the year, highlighting their role in market recovery [7] Company Involvement - The production companies behind "Nanjing Photo Studio," including Happiness Blue Sea and China Film, have seen stock price increases following the film's success [4] - "Nanjing Photo Studio" involved nine production companies, while "Longan's Lychee" had eleven, indicating a collaborative approach in film production [4] - The strong performance of animated films this summer, such as "Liao Zhai: Lan Ruo Si," reflects the growing potential of the domestic animation industry [5]

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 ...