Group 1 - The summer box office in 2025 has shown significant recovery, with daily box office surpassing 3 billion yuan for the first time in 154 days, and total box office exceeding 50 billion yuan as of July 28 [1] - The summer box office has reached over 53 billion yuan, with daily box office exceeding 1 billion yuan for 11 consecutive days [1] - The strong performance of the summer box office has positively impacted the stock prices of film companies in both Hong Kong and A-shares, with notable increases in stocks such as Happiness Blue Ocean and China Film [1] Group 2 - Happiness Blue Ocean's stock has experienced abnormal trading fluctuations, with a cumulative price increase of over 30% in three consecutive trading days [3] - The film "Nanjing Photo Studio," produced by Happiness Blue Ocean, has performed exceptionally well, grossing over 4.12 billion yuan within three days of its release, which is more than 50% of the company's audited revenue for the last fiscal year [3] - "Nanjing Photo Studio" has achieved a high Douban rating of 8.6, leading in audience reception among summer films, and is projected to gross a total of 32.05 billion yuan [3] Group 3 - As of July 28, "Nanjing Photo Studio" has surpassed 5 billion yuan in box office, becoming the third film of the summer to achieve this milestone [4] - The top two films in terms of box office are "Jurassic World: Rebirth" and "Lychee in Chang'an," with respective earnings of 5.45 billion yuan and 5.09 billion yuan [4]

幸福蓝海（300528）公告，公司股票于2025年7月24日、7月25日及7月28日连续三个交易日内日收盘价 格涨幅偏离值累计超过30%。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，未发现前期披露的信息存在需要更正、补充之处，近期公共媒体报道了可能或已 经对公司股票交易价格产生较大影响的未公开重大信息，近期公司经营情况及内外部经营环境未发生重 大变化，经核实，公司控股股东未发生买卖公司股票的行为。 ...

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 证券代码：300528 证券简称：幸福蓝海 公告编号：2025-035 幸福蓝海影视文化集团股份有限公司 股票交易异常波动及风险提示公告 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24日、7月25日及7月28日连续三个 交易日内日收盘价格涨幅偏离值累计超过30%，根据《深圳证券交易所创业板交 易特别规定》等相关规定，属于股票交易异常波动的情形。 二、公司关注、核实相关情况的说明 针对本次公司股票交易异常波动，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： 1.公司未发现前期披露的信息存在需要更正、补充之处。 2.公司未发现近期公共媒体报道了可能或已经对公司股票交易价格产生较 大影响的未公开重大信息。 3.近期公司经营情况及内外部经营环境未发生重大变化。 4.经核实，公司、控股股东不存在关于公司的应披露而未披露的重大事项或 处于筹划阶段的重大事项。 5. ...

公司指定的信息披露媒体为中国证监会指定的创业板信息披露网站（巨潮资讯网 http://www.cninfo.com.cn），公司所有信息均以在上述指定媒体刊登的信息为准。 敬请广大投资者理性投资，注意投资风险。 特此公告。 幸福蓝海影视文化集团股份有限公司董事会 证券代码：300528 证券简称：幸福蓝海 公告编号：2025-034 幸福蓝海影视文化集团股份有限公司 关于电影《南京照相馆》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。 幸福蓝海影视文化集团股份有限公司参与出品的影片《南京照相馆》（以下简称 "该影片"）已于2025年7月25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7月27日24时，该影片在中国大陆地区上映3天，累计票房（含服务费） 已超过人民币4.12亿元（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》的有关影视业务规定，发布此公告。 根据公司的会计政策，公司将在收回对该项目的投资成本后 ...

Market Overview - A-shares continued to rise, with the Shanghai Composite Index up 0.12%, the Shenzhen Component Index up 0.44%, and the ChiNext Index up 0.96% on July 28 [6][7] - A total of 2,781 stocks rose, while 2,438 stocks fell, with 62 stocks hitting the daily limit up [8][9] Commodity Market - Domestic commodity futures saw a collective decline, with coking coal, glass, coke, soda ash, industrial silicon, and lithium carbonate futures hitting the limit down [4] - Coking coal prices fell by 11% to 1,100.5 yuan/ton, while glass and soda ash dropped by 9% and 8.04% respectively [4] - The market sentiment weakened following new trading limits introduced by exchanges, leading to a significant withdrawal of long positions in coking coal [5] Policy Impact - The Shanghai Municipal Economic and Information Commission issued measures to expand AI applications, including a 600 million yuan subsidy for computing power and a maximum 30% rent subsidy for AI computing resources [10] - This policy is expected to support companies in the AI sector, leading to a surge in related stocks such as Dazhu CNC and Chip Microelectronics, which hit the daily limit up [10] Pharmaceutical Sector - Innovative drug concept stocks were active, with companies like Heng Rui Medicine and Lian Huan Pharmaceutical hitting the daily limit up [13] - Heng Rui Medicine announced a potential $12.5 billion licensing deal with GlaxoSmithKline, covering a clinical-stage respiratory drug and multiple candidates [13][14] Resource Sector - Resource stocks, particularly in coal and steel, experienced adjustments, with companies like Liu Steel and Shanxi Coking Coal seeing declines of over 5% [15][16]

Core Insights - The film "Nanjing Photo Studio" has gained significant popularity and positive reviews, achieving a box office of 4.49 billion yuan within four days of release, with a projected total box office of 32.05 billion yuan [1][3][8] - The film's narrative is based on the historical events of the Nanjing Massacre, showcasing the atrocities committed by Japanese soldiers and the struggle of local citizens to document these crimes [8][10][12] Box Office Performance - "Nanjing Photo Studio" has a total box office of 3624.95 million yuan, accounting for 53.6% of the total box office share, with a screening rate of 30.2% and an attendance rate of 5.5% [3] - The film has surpassed other competitors in the summer box office, ranking third behind "Jurassic World: Rebirth" and "Longan's Lychee" [14] Market Impact - Following the success of "Nanjing Photo Studio," several film stocks experienced significant increases, with Happiness Blue Sea reaching a 20% increase, and China Film achieving a 10.04% rise [12][13] - The overall summer box office has exceeded 5 billion yuan, with the release of high-quality films contributing to a revitalized market [14]

Core Viewpoint - The A-share market is experiencing mixed performance with active sectors such as film and engineering machinery, while resource stocks are underperforming. The market is expected to continue exploring niche opportunities within the "technology growth + cycle" themes as investor sentiment improves [1][4]. Group 1: Market Performance - As of July 28, the Shanghai Composite Index fell by 0.19%, the Shenzhen Component Index decreased by 0.11%, while the ChiNext Index rose by 0.34% [1]. - The film sector showed significant activity, with Happiness Blue Sea reaching a 20% limit up, alongside other companies like Hengdian Film and China Film seeing gains [2]. Group 2: Sector Insights - The film industry is benefiting from the release of the anti-war film "Nanjing Photo Studio," which grossed 157 million yuan on its opening day, indicating strong box office performance [2]. - Analysts suggest focusing on leading cinema chains such as Wanda Film and Hengdian Film due to the successful exploration of cinema space redevelopment and the summer film release schedule [2]. Group 3: Institutional Perspectives - CITIC Securities notes a typical "water buffalo" market characteristic, with increasing net inflows from institutional investors and a growing participation from retail investors, driven by a positive market sentiment [3]. - Industrial sectors such as non-ferrous metals, telecommunications, innovative pharmaceuticals, military industry, and gaming are highlighted for potential rotation and investment opportunities [3][4]. - According to Caisun Securities, the current market sentiment shows resilience against negative news, with a bullish outlook for the continuation of the current market trend despite potential short-term adjustments [5].

证券代码：300528 证券简称：幸福蓝海 公告编号：2025-033 关于使用自有闲置资金购买理财产品到期赎回的公告 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。 幸福蓝海影视文化集团股份有限公司（以下简称"公司"）于 2025 年 5 月 20 日召开 2024 年度股东大会，审议通过了《关于使用自有闲置资金购买理财产 品的议案》，在保证日常经营运作和资金安全的前提下，为提高公司自有闲置资 金的使用效率，进一步增加公司收益，同意公司及全资、控股子公司使用不超 过人民币 2.5 亿元自有闲置资金购买商业银行、证券公司及其他正规的金融机 构发行的结构性存款、低风险理财产品等理财产品。在该额度范围内，资金可 以滚动使用。自获公司 2024 年度股东大会审议通过之日起 1 年内有效。具体内 容详见公司 2025 年 4 月 12 日刊载于中国证券监督管理委员会指定的创业板信 息披露网站巨潮资讯网（www.cninfo.com.cn）上的《关于使用自有闲置资金购 买理财产品的公告》（公告编号：2025-018）及 2025 年 5 月 20 日刊载的《2024 年 ...

Core Viewpoint - The film stocks are experiencing a significant surge, with Shanghai Film (601595) hitting the daily limit up, indicating strong market interest and investment inflow into the sector [1] Group 1: Stock Performance - Shanghai Film (601595) reached its daily limit up, showcasing robust investor confidence [1] - Other companies such as Happiness Blue Sea (300528), Huanrui Century (000892), Ciweng Media (002343), Baiana Qiancheng (300291), Jiecheng Co. (300182), China Film (600977), and Beijing Culture (000802) also saw notable increases in their stock prices [1] Group 2: Market Activity - There is a notable influx of dark pool capital into these film stocks, suggesting increased speculative trading and potential future volatility [1]

Market Overview - A-shares experienced a significant rise, with the Shanghai Composite Index closing at 3605.73 points, up 0.65% [1] - The Shenzhen Component Index and the ChiNext Index both increased by over 1%, reaching new highs for the year [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets was 18,742 billion yuan, a decrease of 245 billion yuan from the previous day [1] Hainan Free Trade Zone - The Hainan Free Trade Zone concept saw a strong surge, with the overall sector rising by 9.59% and 29 constituent stocks all increasing, including 21 hitting the daily limit [2] - Key stocks such as Kangzhi Pharmaceutical and Hainan Airport reached their daily limit [2] - The National Development and Reform Commission announced that the full island customs closure for Hainan is set to officially start on December 18, 2025, marking a significant milestone for the free trade port [2][3] Energy Metals and Rare Earths - The energy metals and rare earth sectors led the market, with lithium and rare earth concepts showing significant activity [4] - Lithium stocks like Shengxin Lithium Energy and Tibet Mining saw substantial gains, with lithium futures prices reaching a new high of 77,000 yuan/ton, up over 30% since late June [4][5] - The rare earth sector also performed well, with companies like Longmag Technology and Baotou Steel hitting their daily limit, driven by improving domestic demand and limited supply growth [5] Film and Entertainment Sector - The film and entertainment sector experienced a notable increase, with the overall index rising by 3.06% [6] - Key stocks such as Happiness Blue Ocean and China Film saw significant gains, supported by local government initiatives to distribute movie vouchers [6] - The summer box office for 2025 has already surpassed 4.4 billion yuan, indicating a positive trend for the industry [6][7]