分析师 1: 好的。那个各位领导，那个下午好那我们今天也是非常有幸邀请到咱们华立科技的华总， 对咱们那个华立科技近况进行一些更新。其实我们总体还是对于线下这个卡片机这一个的 新消费赛道我们觉得还是相对比较有韧性的，包括我们看到其实宝可梦这种头部的 IP 也是 在公司这边，所以说我们现在也是借策略会的机会，给各位领导再次更新一下，华立科技 整整体的一个业务的一个情况。华总，那个小辛这边可能请您先帮我们那个简单更新一下 就是我们去年可能三四季度，包括目前一月份。 整体咱们各个业务大概的一个近况，谢谢华总。 华立科技董秘孙阳: 好的，各位朋友好，我是华立科技的董秘孙阳，就那个我也跟大家先更新一下近况吧，那 我先请我的同事郑在黄毅跟大家分享一下， 华立科技黄毅: 各位老师好，我给大家分享一下，就是刚刚老师提到的说我们在 2025 年下半年以及接下 来的一个情况。其实，华立科技在 2025 年度的一个情况，我们要还是要分一下那个国内 和海外的一个情况。那其实，之前应该也有给老师们汇报过的，就是其实国内的一个业务 其实在去年上半年到，其实到一直到现在都还是处于一个相对来说比较承压的一个状态， 因为确实我们是属于这种消费的 ...

证券之星消息，2月2日文娱用品板块较上一交易日上涨0.14%，珠江钢琴领涨。当日上证指数报收于 4015.75，下跌2.48%。深证成指报收于13824.35，下跌2.69%。文娱用品板块个股涨跌见下表： 从资金流向上来看，当日文娱用品板块主力资金净流入1.54亿元，游资资金净流出9828.3万元，散户资金 净流出5567.48万元。文娱用品板块个股资金流向见下表： | 代码 | 名称 | | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 002575 群兴玩具 | | | 1.33 Z | 15.92% | -6898.90万 | -8.23% | -6450.81万 | -7.69% | | 002678 珠江钢琴 | | | 5524.39万 | 40.80% | -2358.15万 | -17.41% | -3166.23万 | -23.38% | | 001368 通达创智 | | | 3027.27万 | 29. ...

广东省版权保护联合会常务副会长袁新迪提出，版权保护是IP创新的"护城河"。健全的版权服务体系是保障IP从创作孵化到全球布局的基础支撑，愿与各方 携手筑牢版权屏障，为产业发展保驾护航。 当前，文旅产业与IP经济的深度融合已成为激活消费潜力、推动文化出海、培育新质生产力的核心引擎。1月30日，2026世界文旅产业博览会全球巡展暨 2026全球IP（版权）产业合作交易会新闻发布会在广州召开。 政策引领与行业共振 锚定文旅IP高质量发展航向 发布会上，国家发展改革委原司长、国家战略性新兴产业部际联络顾问马最良表示，文旅IP产业是文化强国战略下的核心增长极，从"硬开发"到"软实力"的 转型，正是培育新质生产力的重要抓手，期待以IP为纽带，推动文旅产业实现高质量发展，让中华文化更好走向世界。 "IP已从单一内容元素升级为驱动场景创新、品牌增值的全链条引擎。"中国文化娱乐行业协会秘书长孔明指出，希望通过产业协同与创新实践，打造更多兼 具民族特色与国际审美的优质IP，让文化"新三样"在全球舞台绽放光彩。 中国旅游景区协会副秘书长荣丽萍则表示，当前文旅消费已从"走马观花"转向情绪价值与沉浸式体验，优质IP的场景化落地是破解景区 ...

1月29日，华立科技跌0.08%，成交额9088.72万元。两融数据显示，当日华立科技获融资买入额713.70 万元，融资偿还931.66万元，融资净买入-217.96万元。截至1月29日，华立科技融资融券余额合计 8281.83万元。 融资方面，华立科技当日融资买入713.70万元。当前融资余额8250.70万元，占流通市值的2.13%，融资 余额低于近一年10%分位水平，处于低位。 融券方面，华立科技1月29日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量1.19万股，融券余额31.13万元，超过近一年90%分位水平，处于高位。 资料显示，广州华立科技股份有限公司位于广东省广州市番禺区东环街迎星东路143号星力动漫产业园 H1，成立日期2010年8月20日，上市日期2021年6月17日，公司主营业务涉及游戏游艺设备的设计、研 发、生产、销售和运营。主营业务收入构成为：游戏游艺设备销售49.41%，动漫IP衍生产品销售 34.44%，游乐场运营11.12%，设备合作运营3.51%，其他1.51%。 分红方面，华立科技A股上市后累计派现7603.68万元。近三年，累计 ...

格隆汇1月29日丨华立科技(301011.SZ)在投资者互动平台表示，音乐魔方(Jubeat)是KONAMI授权公司在 国内开发并发行的产品。 ...

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 有投资者在互动平台向华立科技提问："广州为了鼓励游戏产业，给企业发放补贴，请问公司拿到了 吗？" 针对上述提问，华立科技回应称："尊敬的投资者您好，截至目前，公司暂未取得《广州市扶持游戏电 竞产业发展的十八条措施》的相关补贴。公司正积极研究该项产业扶持政策的具体内容与申报要求，后 续将持续密切关注政策动态，在符合相关条件的前提下，主动争取政策支持，助力公司业务发展。感谢 您的关注。" ...

格隆汇1月29日丨华立科技(301011.SZ)在投资者互动平台表示，公司与强脑科技暂无合作关系。 ...

Market Overview - The entertainment products sector increased by 0.43% on January 23, with Qixin Group leading the gains [1] - The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1] Stock Performance - Qixin Group (002301) closed at 8.38, up 3.08%, with a trading volume of 368,300 shares and a transaction value of 306 million yuan [1] - Tongda Chuangzhi (001368) closed at 28.90, up 2.30%, with a trading volume of 35,300 shares and a transaction value of 101 million yuan [1] - Huali Technology (301011) closed at 28.15, up 1.88%, with a trading volume of 28,800 shares and a transaction value of 80.81 million yuan [1] - Mingyue Optical (301101) closed at 44.80, up 1.86%, with a trading volume of 39,400 shares and a transaction value of 176 million yuan [1] - Zhejiang Zhengte (001238) closed at 57.41, up 1.79%, with a trading volume of 6,672 shares and a transaction value of 38.09 million yuan [1] Capital Flow - The entertainment products sector experienced a net outflow of 165 million yuan from institutional investors, while retail investors saw a net inflow of 145 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors are actively buying [2] Individual Stock Capital Flow - Qixin Group had a net inflow of 26.39 million yuan from institutional investors, but a net outflow of 2.38 million yuan from speculative funds [3] - Yingpais (002899) saw a net inflow of 12.42 million yuan from institutional investors, while retail investors had a net outflow of 16.35 million yuan [3] - Guangbo Co. (002103) had a net inflow of 5.94 million yuan from institutional investors, with a net outflow of 11.49 million yuan from retail investors [3]

Market Performance - The entertainment products sector increased by 0.36% on January 22, with Yingpais leading the gains [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] Individual Stock Performance - Yingpais (002899) closed at 34.19, up 4.30%, with a trading volume of 51,600 shares and a transaction value of 173 million yuan [1] - Other notable performers included Guangyuanqufen (300220) at 15.88, up 1.73%, and Chenguang Co. (6688809) at 28.32, up 1.51% [1] Capital Flow Analysis - The entertainment products sector experienced a net outflow of 4.3585 million yuan from institutional investors, while retail investors saw a net outflow of 31.0272 million yuan [2] - Conversely, speculative funds recorded a net inflow of 35.3857 million yuan [2] Detailed Capital Flow for Selected Stocks - Guangbo Co. (002103) had a net inflow of 26.7538 million yuan from institutional investors, while retail investors faced a net outflow of 23.8108 million yuan [3] - Yingpais (002899) saw a net inflow of 13.7134 million yuan from institutional investors, with retail investors experiencing a net outflow of 9.2404 million yuan [3]

Group 1: Product Development and Launch Plans - The company launched the music game product "jubeat Music Cube" on December 27, 2025, which features a classic 16-grid touch design and dual-screen display, gaining popularity among players [2] - The company plans to officially launch the competitive card machine product "Bomb Girl" before the Spring Festival, integrating classic bomb battle gameplay with a lightweight nurturing system and exquisite card collection elements [4] Group 2: Financing and Investment - The 2025 refinancing raised funds primarily for the deployment and operation of anime card equipment, focusing on successful products like "Pokémon: Shining Star" while also introducing new products [3] - As of the end of 2025, the company has deployed over 20,000 anime card devices, with core products including "Pokémon: Shining Star," "Minecraft Dungeons," "Three Kingdoms Fantasy Battle," and "Ultraman: Shining Co-Op" [3] Group 3: Financial Performance and Margins - The gross margin of the anime IP derivative products business declined in the first three quarters due to increased procurement costs for "Pokémon: Shining Star" [4] - The anime IP card equipment business is expected to gradually increase its revenue share and enhance the company's profitability as deployment numbers rise [4] Group 4: Research and Development - In 2025, the company expanded its R&D team and increased investment in game and amusement product development, preparing a rich product matrix [5] - For 2026, the company plans to further increase R&D investment, focusing on anime IP card equipment and developing innovative gaming products with richer experiences [5]