格隆汇2月5日｜A股影视股集体走强，其中，横店影视涨停，幸福蓝海涨超7%，光线传媒涨超6%，博 纳影业涨超4%，金逸影视、华智数媒、华谊兄弟涨超3%。消息面上，2月4日，灯塔专业版显示，目前 已有7部影片定档春节期间。其中有6部均在大年初一上映。 ...

Market Overview - After a significant drop yesterday, the A-share market rebounded today, influenced by a collective rebound in the external markets [3] - The Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closed up by 1.29%, 2.19%, and 1.86% respectively, with a total market turnover exceeding 2.5 trillion [4] Aerospace Sector - The aerospace sector was the strongest performer in today's rebound, with multiple stocks hitting the daily limit, including Zhongchao Holdings, Taihao Technology, and others [5] - The SpaceX concept, solar power, and aerospace stocks surged by 9.4%, 5.23%, and 4.38% respectively [7] Film and Television Sector - The film and television sector showed a continuous slight increase, with a notable performance from Hengdian Film, which achieved a four-day consecutive rise [13] - The sector closed up by 2.23%, driven by pre-holiday speculation for the upcoming Spring Festival box office [15] Gaming Sector - The gaming sector experienced a significant drop, with Tencent Holdings and other companies seeing declines due to rumors regarding potential increases in value-added tax rates [19] - Following clarifications from industry experts, the gaming sector rebounded, closing up by 2.89% [23] Computing Power Chips - The chip sector faced a sharp decline, particularly with Cambrian Technology, which saw a drop of over 14% due to rumors about revenue guidance [26] - Despite a clarification from Cambrian Technology denying the rumors, the stock still ended down over 9% [26]

Core Viewpoint - The film and theater sector experienced a slight increase of 0.44% on February 2, with Hengdian Film leading the gains, while the overall market indices, Shanghai Composite and Shenzhen Component, saw declines of 2.48% and 2.69% respectively [1] Group 1: Market Performance - The closing price of Hengdian Film was 28.05, reflecting a 10.00% increase with a trading volume of 26,700 shares and a transaction value of 74.93 million yuan [1] - Bona Film closed at 10.28, up 7.08%, with a trading volume of 2.06 million shares and a transaction value of 2.126 billion yuan [1] - The overall film and theater sector saw a net outflow of 406 million yuan from major funds, while retail investors contributed a net inflow of 103 million yuan [2] Group 2: Individual Stock Performance - Huayi Brothers experienced a significant decline of 16.22%, closing at 1.86 with a trading volume of 3.0589 million shares and a transaction value of 573 million yuan [2] - The stock of ST Tianze fell by 1.21%, closing at 20.39 with a trading volume of 14,600 shares and a transaction value of 3.02471 million yuan [2] - The stock of China Film remained relatively stable, closing at 17.77 with a slight decrease of 0.11% and a trading volume of 1.2849 million shares, resulting in a transaction value of 2.346 billion yuan [2] Group 3: Fund Flow Analysis - Major funds showed a net inflow of 104 million yuan into Bona Film, while retail investors had a net outflow of 68.75 million yuan [3] - Hengdian Film saw a net inflow of 15.66 million yuan from major funds, but retail investors had a net outflow of 15.58 million yuan [3] - The overall trend indicates a mixed sentiment among different investor types, with major funds pulling back while retail investors showed some interest in specific stocks [3]

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]

每经AI快讯，2月2日，影视板块延续强势，横店影视（603103）3连板，博纳影业（001330）涨停，金 逸影视（002905）、欢瑞世纪（000892）、幸福蓝海（300528）、中国电影（600977）跟涨。 ...

2025年，幸福蓝海新增加盟影城超100家，全国排名跃升至第六位，规模扩张与结构优化同步推进，综合实力持续增强。 会上，幸福蓝海正式发布了"2026生态战略"，并与浪潮集团有限公司、江苏银行股份有限公司、中影科技（北京）有限公司、 上海电影技术厂有限公司、猫眼娱乐/北京萌谷文化传媒有限公司等多家行业领军企业就智慧影院建设、新技术融合应用、内 容消费场景拓展、影视IP运营等领域达成合作，现场完成签约仪式。 幸福蓝海相关负责人表示，此次会议不仅是幸福蓝海年度工作的总结与规划，更是一次行业智慧的碰撞与未来前景的共 绘。在电影产业迈向高质量发展的新阶段，幸福蓝海将继续与各方伙伴携手——智造光影，连接未来。 当前中国电影正处于复苏向好和转型升级的关键阶段，影院功能和行业竞争方式正在发生深刻变化。影院已从单一放映空 间拓展为集文化体验、社交互动和沉浸式消费于一体的综合文化场景，成为连接内容供给与城市文化生活的重要载体。幸福蓝 海相关负责人表示，公司将立足产业协同发展，强化资源整合和平台功能，推动内容与场景、技术与体验的有效衔接，在构建 电影全产业链生态中发挥枢纽作用。 在行业洞察环节，有券商分析师认为，电影市场在整体复苏 ...

以本次披露业绩预告均值计算，公司近年市盈率（TTM）图如下所示： 100 94-36 ହ୍ର ୨୦ 90-58 82-85 80 70 68:65 60 54067 50 44.81 40 3786 30 21684 20 10 0 2020-12-37 | 2021-06-30 | 2027-12-37 1 2022-12-37 1 2022-06-30 ' 3-06-30 ' 3-12-37 2n~ 公司 -○- 行业均值 制图数据来自恒生聚源数据库 资料显示，公司主要从事电视剧制作、发行和电影全产业链业务，其中电影全产业链业务涵盖了制作、院线、发行和影城放映整个完整的电影全产业链结 构。 据公告，公司业绩变动原因为，报告期内，公司紧密围绕年度经营计划，聚焦精品内容创作、数智化转型等重点领域，积极调整架构，优化人才策略，统筹 协调资源，强化技术赋能，助推企业高质量发展，追求实现社会效益和经济效益相统一。 电视剧制作与发行业务方面，公司加速布局创新产业，努力提升盈利能力；创新组织模式，激发团队活力。报告期内，公司出品的电视剧《反人类暴行》实 现播出；军旅题材剧《兵自风中来》进入发行阶段；重大历史题材剧《张謇 ...

幸福蓝海影视文化集团股份有限公司 2025 年度业绩预告 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。 证券代码：300528 证券简称：幸福蓝海 公告编号：2026-001 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 2、业绩预告情况：预计净利润为负值 （1）以区间数进行业绩预告的 单位：万元 | 项 | 目 | 本报告期 | | 上年同期 | | | --- | --- | --- | --- | --- | --- | | 归属于上市公司股 | | -16,200 | ～ | -12,600 | -19,245.59 | | 东的净利润 | | | | | | | 扣除非经常性损益 | | -19,000 | ～ | -14,900 | -24,522.83 | | 后的净利润 | | | | | | | 营业收入（如适 | | 73,000 | ～ | 93,000 | 65,391.92 | | 用） | | | | | | | 扣除后营业收入 | | 70,000 | ～ | 90, ...

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]