海看网络科技（山东）股份有限公司 第二届董事会第二十二次会议决议公告 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。 一、董事会会议召开情况 海看网络科技（山东）股份有限公司（以下简称"公司"）第二届董事会 第二十二次会议于 2026 年 2 月 9 日（星期一）以书面审议并传签的方式形成决 议。经全体董事一致同意豁免本次会议的提前通知时限要求，与会的各位董事已 知悉所议事项相关的必要信息。本次会议应参加表决的董事 9 人，实际参加表决 的董事 9 人。会议由董事长张先召集，会议的召集和召开符合有关法律、法规、 规章和《公司章程》的规定。 证券代码：301262 证券简称：海看股份 公告编号：2026-010 关联董事张晓刚、赵儒祥、邓强回避表决。 二、董事会会议审议情况 （一）审议通过《关于选举第二届董事会副董事长的议案》 经审议，董事会同意选举张晓刚先生为公司第二届董事会副董事长，任期自 本次董事会审议通过之日起至本届董事会换届完成时止。具体内容详见公司同日 披露于巨潮资讯网的《关于选举副董事长、变更总经理并调整董事会专门委员会 的公告》。 表决结果：9 ...

南财智讯2月10日电，海看股份公告，公司持股5%以上股东德清朴盈投资管理合伙企业（有限合伙）- 宁波梅山保税港区朴华惠新股权投资合伙企业（有限合伙）（以下简称"朴华惠新"）于2026年2月5日、 2月9日通过集中竞价及大宗交易方式合计减持公司股份5,053,800股，占公司总股本的1.21%。本次权益 变动完成后，朴华惠新持有公司股份由33,000,224股减少至27,946,424股，持股比例由7.91%降至 6.70%。本次减持系履行此前已披露的减持计划，不存在违反相关法律法规及承诺的情形。 ...

证券代码：301262 证券简称：海看股份 公告编号：2026-009 | 1、基本情况 | | | --- | --- | | 信息披露义务人 | 德清朴盈投资管理合伙企业（有限合伙）-宁波梅山保 税港区朴华惠新股权投资合伙企业（有限合伙） | | 住所 | 浙江省宁波市北仑区梅山七星路88号1幢401室C区 | | | F0255 | | 权益变动时间 | 2026年2月5日、2月9日 | | 权益变动过程 | 2026年2月5日，朴华惠新通过集中竞价交易方式合计减 | | | 持公司股份133,800股，占公司总股本的0.03%，本次权 | | | 益变动后，朴华惠新持有公司股权比例由7.91%减少至 | | | 7.88%。 | | | 2026年2月9日，朴华惠新通过集中竞价及大宗交易方式 | 一、本次股东权益变动触及1%整数倍的情况 | 合计减持公司股份4,920,000股，占公司总股本的1.18% | | | | | | --- | --- | --- | --- | --- | | ，其中通过集中竞价交易方式减持4,000,000股，通过大 | | | | | | 宗交易方式减持920,000 ...

Group 1: Film and Media Industry - The 2026 Spring Festival film season has begun, with new film pre-sales exceeding 70 million yuan as of February 9 [5] - Tencent has launched the "Fire Dragon Comic Drama" platform to explore the AI animation short drama market, highlighting the low cost and short production cycle advantages of AI comic dramas [6][9] - Huayi Brothers and other companies have seen stock price increases due to the growing interest in AI comic dramas [9][12] Group 2: AI Applications - ByteDance's Seedance 2.0 video model is undergoing internal testing, indicating a deep integration of large models with various scenarios by 2026, which may benefit companies like Bona Film Group [11][12] - Companies like Chinese Online are integrating AI technology into content creation and distribution, leading to significant stock price increases [17][18] - The rapid development of AI is driving demand for computing power, benefiting companies involved in AI data center construction, such as Dongyangguang, which saw a stock price increase of 16.75% [24][25] Group 3: Company Performance - Hai Kan Co. has actively engaged in the micro-short drama sector, with its AI comic drama business entering the commercialization stage, resulting in a stock price increase of 38.36% [13][14] - Huace Film & TV has also experienced a stock price increase of 17.8% as it capitalizes on the growing demand for multi-modal models in creative industries [15][16] - Jie Cheng Co. has seen a stock price increase of 20% due to its strong position in the film copyright operation and strategic partnerships with major tech companies [19][20]

Summary of Conference Call Records Industry Overview - The Chinese short drama industry holds a significant global leading advantage, with platforms like Reelshort, Dramabox, and Dramawave outperforming local competitors in revenue generation, supported by the comprehensive strengths of Chinese cultural enterprises in web literature IP, short drama production, and promotional strategies. Short dramas have become a crucial category for Chinese cultural exports [1][1]. Key Insights 1. **Growth in Short Drama and Comic Drama Sectors**: The comic drama sector is expected to experience accelerated growth by Q4 2025, with a notable increase in the number of projects and materials being produced [2][2]. 2. **Dramatic Increase in Comic Drama Projects**: Data from DataEye-ADX indicates that the number of comic drama projects will surge from 234 in January to 17,944 by December 2025, representing a growth of over 76 times. Similarly, the number of comic drama materials will rise from 27,000 to 1,623,000, a growth of over 59 times [2][2]. 3. **Recognition of Seedance and Kling Models**: The Seedance 2.0 and Kling 3.0 models have gained significant industry recognition, enhancing their global influence. These models have shown remarkable advancements in key areas such as intelligent camera work, consistency, and audio-visual synchronization [2][2]. 4. **Investment Opportunities in Multi-modal Fields**: The advancements in video models present investment opportunities in the multi-modal sector, with industry leaders acknowledging the impressive capabilities of AI in understanding and integrating multi-modal information [2][2]. Recommendations - **Long-term Investment in Short/Comic Drama**: It is recommended to focus on long-term investment opportunities in the short and comic drama sectors, particularly in companies with strong IP accumulation and early positioning in the comic drama field, such as Chinese Online, Huayi Brothers, Kunlun Wanwei, and others [3][3]. - **Attractive Valuation for Kuaishou**: Kuaishou is highlighted as having an attractive valuation, with the release of the Ling 3.0 model expected to further enhance the company's AI business revenue and valuation [2][2]. Financial Projections - The projected non-IFRS net profits for the company from 2025 to 2027 are estimated at 20.6 billion, 22.9 billion, and 25.2 billion yuan, respectively. The current market capitalization corresponds to a valuation of only 12 times for 2026, maintaining a "buy" rating [3][3]. Risks - Potential risks include the pace of model technology iteration not meeting expectations, slow commercialization of AI applications, and regulatory policy risks within the industry [3][3].

责任编辑：小浪快报 声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 2026年2月9日，海看股份（sz301262）新增"人工智能"概念。 根据喜娜AI概念解读，2026-02-09新增概念：人工智能。入选理由：根据招股说明书：通过运用云计算 技术、大数据及人工智能等信息技术，IPTV平台运营商一方面可以更加全面、准确地了解终端用户的 兴趣和需求，从而有针对性的提供满足其兴趣、需求的个性化视听内容服务，提升终端用户满意度及终 端用户粘性，基于大数据的IPTV智能推荐系统"于2021年荣获国家广播电视总局首届广播电视和网络视 听人工智能应用创新大赛（MediaAIAC）智能推荐类三等奖以及中国新闻技术工作者联合会颁发的2021 年"王选新闻科学技术奖 ...

Core Viewpoint - The company maintains a stable IPTV user base, with effective users reaching 16.75 million by mid-2025, and aims to enhance user engagement and payment conversion rates through various strategies [2]. Group 1 - The effective user count for the company's IPTV service is projected to be 16.75 million by the end of the first half of 2025 [2]. - The company plans to enrich its large-screen content matrix and implement precise user operations to improve user stickiness and payment conversion rates [2].

证券之星消息，2月9日国企改革板块较上一交易日上涨1.07%，海看股份领涨。当日上证指数报收于 4123.09，上涨1.41%。深证成指报收于14208.44，上涨2.17%。国企改革板块个股涨跌见下表： 从资金流向上来看，当日国企改革板块主力资金净流出6.93亿元，游资资金净流出32.39亿元，散户资金 净流入39.32亿元。国企改革板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

从资金流向上来看，当日山东国企改革板块主力资金净流入6.39亿元，游资资金净流出2.21亿元，散户 资金净流出4.18亿元。山东国企改革板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 证券之星消息，2月9日山东国企改革板块较上一交易日上涨1.75%，海看股份领涨。当日上证指数报收 于4123.09，上涨1.41%。深证成指报收于14208.44，上涨2.17%。山东国企改革板块个股涨跌见下表： ...

行业方面，腾讯元宝新年红包活动近日敞开，用户能够经过共享、用新年模版生成同款、与元宝聊新年话题、体会DeepSeek新技能等方法取得抽奖次数。 敞开后，元宝在微信生态中的共享量有显着增长。新年期间各大互联网公司运营力度加大，各家产商开始走向2C流量和商业化争夺，国内Chatbot类产品料 将继续高确认性起量，有望对标2023年新年ChatGPT出圈以及2025年新年DeepSeek出圈。 光控资本指出，AI产业继续发展，建议关注AI使用以及IP商业化等方向增量，大模型能力继续增强，AI使用推进落地，要点推荐AI营销、游戏、影视、 AI+IP等方向。跟着新年等核心流量窗口到来，AI使用迎来重要运营催化，2月1日腾讯敞开元宝红包活动，经过交际场景与激励机制提升用户触达与使用频 次，有望加快AI产品渗透与用户心智树立。节假日高频流量叠加运营侧强影响，将继续验证AI使用的留存、活泼与商业化潜力，相关方向关注度有望阶段 性提升。 AI使用概念9日盘中走势活泼，截至发稿，中文在线、海看股份、捷成股份20%涨停，万兴科技涨超10%，掌阅科技、完美国际、博纳影业等亦涨停。 ...