证券代码：301262 证券简称：海看股份 公告编号：2025-037 海看网络科技（山东）股份有限公司 关于持股5%以上股东权益变动触及1%及5%整数倍的公告 公司持股5%以上股东新余市中文产业投资合伙企业（有限合伙）保证向本 公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 海看网络科技（山东）股份有限公司（以下简称"海看股份"或"公司"） 于2025年8月18日在巨潮资讯网披露了《关于持股5%以上股东减持股份预披露公 告》，公司股东新余市中文产业投资合伙企业（有限合伙）（即原安徽中财金控 新媒体产业基金（有限合伙），以下简称"中文产投"）因自身资金需求计划于 上述公告披露之日起15个交易日后的三个月内（自2025年9月9日至2025年12月8 日），以集中竞价/大宗交易的方式减持公司股份合计不超过6,255,000股，即减 持比例不超过公司总股本的1.5%。 公司于近日收到股东中文产投出具的《关于权益变动触及1%及5%整数倍的 告知函》，中文产投于2025年10月23日通过集中竞价交易方式合计减持公司股份 6,2 ...

海看网络科技（山东）股份有限公司 简式权益变动报告书 上市公司名称：海看网络科技（山东）股份有限公司 股票简称：海看股份 股票上市地：深圳证券交易所 信息披露义务人：新余市中文产业投资合伙企业（有限合伙） 住所及通讯地址：江西省新余市仙女湖区仰天岗国际生态城6幢202室 股份变动性质：股份减少 签署日期：2025年10月27日 1 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》《上市公司收购管理 办法》《公开发行证券的公司信息披露内容与格式准则第15号——权益变动报 告书》及其他相关法律、法规和部门规章的有关规定编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准。 股票代码：301262 三、依据《中华人民共和国证券法》《上市公司收购管理办法》《公开发 行证券的公司信息披露内容与格式准则第15号——权益变动报告书》的规定， 本报告书已全面披露信息披露义务人在海看股份中拥有权益的股份变动情况。 截至本报告书签署之日，除本报告书披露的持股信息外，信息披露义务人 没有通过任何其他方式增加或减少其在海看股份中拥有权益的股份。 四、本次权益变动是根据本报告书所载明的资料进行的。除本 ...

Core Insights - The latest financing balance of the ChiNext market is 517.646 billion yuan, with a week-on-week increase of 2.269 billion yuan, indicating a positive trend in market financing activity [1][2] - On October 24, the ChiNext index rose by 3.57%, reflecting overall market optimism [1] - A total of 366 stocks in the ChiNext saw an increase in financing balance, with 25 stocks experiencing a growth of over 10% [1][3] Financing Balance Growth - The stock with the highest increase in financing balance is Rongxin Culture, which saw a 63.79% increase, bringing its total to 136.4297 million yuan, despite a slight decline in stock price by 0.53% [1][3] - Other notable stocks with significant financing balance growth include Haikan Co. and Guolan Testing, with increases of 45.87% and 44.75% respectively [1][3] - Among the stocks with over 10% increase in financing balance, the average stock price rose by 1.52%, with 12 stocks gaining and one stock, Xiangnong Xinchuan, hitting the daily limit [1][3] Financing Balance Decline - A total of 580 stocks experienced a decline in financing balance, with 19 stocks seeing a decrease of over 10% [4] - The stock with the largest decline is Dingtai High-Tech, which saw a 24.80% decrease, bringing its financing balance to 22.406 million yuan [4][5] - Other stocks with significant declines include Huibai New Materials and Weiman Sealing, with decreases of 24.80% and 19.14% respectively [4][5] Capital Flow - On October 24, among the stocks with increased financing balance, 15 stocks saw net inflows of main funds, with Feili Hua, Xiangnong Xinchuan, and Xice Testing leading the inflows at 449 million yuan, 382 million yuan, and 115 million yuan respectively [2] - Conversely, 10 stocks experienced net outflows, with Haikan Co. and Jianda Zhixin seeing the largest outflows of 231 million yuan and 97.4165 million yuan respectively [2]

Investment Rating - The report maintains an investment rating of "Outperform" with a rating of A [5] Core Insights - The report highlights the significant performance of domestic new drugs showcased at the ESMO 2025 conference, with several companies presenting excellent clinical data [3][21] - The report emphasizes the importance of academic conferences as key catalysts for the innovative drug sector, particularly mentioning ESMO, ASCO, and WCLC as critical events for Chinese pharmaceutical companies [20] Weekly New Drug Market Review - From October 20 to October 26, 2025, the top five gainers in the new drug sector were: - 欧康维视 (+8.87%) - 君圣泰 (+8.21%) - 诺思兰德 (+7.07%) - 友芝友 (+4.42%) - 海创药业 (+3.73%) - The top five losers were: - 康宁杰瑞 (-17.72%) - 北海康成 (-14.42%) - 创胜集团 (-14.29%) - 宜明昂科 (-13.40%) - 来凯医药 (-12.40%) [16][17] Recommended Focus Stocks - The report suggests focusing on several stocks with potential catalysts, including: 1. Products with high overseas volume certainty after MNC certification: - PD-1 upgraded product: 三生制药 - GLP-1 asset: 联邦制药 - ADC assets: 科伦博泰, 百利天恒 2. Potential heavyweights for overseas MNC authorization: - PD-1 upgraded products: 康方生物, 信达生物 - Breakthroughs in autoimmune fields: 益方生物, 中国抗体 - Innovative target ADC: 复宏汉霖, 石药集团 3. Stocks likely to benefit from medical insurance negotiations and commercial insurance innovative drug directories: - Beneficiaries of medical insurance directory: 恒瑞医药, 康诺亚, 迈威生物, 智翔金泰, 海创药业 - Beneficiaries of commercial insurance innovative drug directory: 药明巨诺, 科济药业 [2][20] New Drug Approval and Acceptance - This week, four new drug or new indication applications were approved, and five new drug or new indication applications were accepted in the domestic market [9] - A total of 46 new drug clinical applications were approved, and 31 new drug clinical applications were accepted [10] Key Domestic Market Events - 信达生物 announced a global strategic partnership with Takeda to accelerate the development of new generation tumor immunotherapy and antibody-drug conjugate therapies [11] - 康宁杰瑞 and 石药集团 announced that their HER2 bispecific antibody-drug conjugate JSKN003 received breakthrough therapy designation from the CDE [11] - 和黄医药 presented clinical data for HMPL-A251 at the AACR-NCI-EORTC conference [11] Key Overseas Market Events - 罗氏 received FDA approval for Gazyva/Gazyvaro for the treatment of active lupus nephritis in adult patients [12] - Electra Therapeutics announced that its therapy ELA026 received breakthrough therapy designation from the FDA and PRIME qualification from the EMA [12] - 安斯泰来 announced that the FDA accepted its supplemental biologics license application for the antibody-drug conjugate Padcev in combination with Keytruda [12]

Market Overview - The television broadcasting sector experienced a decline of 0.56% compared to the previous trading day, with Hai Kan Co. leading the losses [1] - The Shanghai Composite Index closed at 3950.31, up 0.71%, while the Shenzhen Component Index closed at 13289.18, up 2.02% [1] Stock Performance - Notable gainers in the television broadcasting sector included: - Xinmei Co. (300770) with a closing price of 47.97, up 2.52% on a trading volume of 73,600 shares and a transaction value of 351 million yuan [1] - Guiguang Network (600996) closed at 9.68, up 2.43% with a trading volume of 288,200 shares and a transaction value of 277 million yuan [1] - Conversely, significant decliners included: - Hai Zhuo Co. (301262) which fell by 9.46% to a closing price of 26.02, with a trading volume of 345,300 shares and a transaction value of 900 million yuan [2] - ST Guangwang (600831) decreased by 4.77% to 6677, with a trading volume of 303,600 shares and a transaction value of 153 million yuan [2] Capital Flow - The television broadcasting sector saw a net outflow of 510 million yuan from institutional investors, while retail investors contributed a net inflow of 302 million yuan [2] - The capital flow for specific stocks showed: - Guiguang Network had a net inflow of 16.07 million yuan from institutional investors, while retail investors had a net inflow of 6.55 million yuan [3] - Jiangsu Cable (600959) experienced a significant net outflow of 19.98 million yuan from institutional investors, but a net inflow of 10.79 million yuan from retail investors [3]

Core Viewpoint - The short drama concept in the A-share market has seen significant growth, with several companies experiencing substantial stock price increases, indicating a strong market interest in this segment [1]. Company Summaries Haikan Co., Ltd. - Haikan Co., Ltd. experienced a 20% increase in stock price on October 23, closing at 28.74 yuan per share, marking a new high for the year and pushing the company's market value above 12 billion yuan [2]. - The company is heavily investing in its micro-short drama business, focusing on a comprehensive industry chain that includes investment, production, and distribution [2]. - In the first half of 2025, Haikan signed contracts for the production of multiple micro-short dramas, with a total contract value exceeding 20 million yuan, and is actively filming and releasing these projects [2]. - The company aims to monetize its micro-short drama business through various channels, including user payments, revenue sharing, and advertising [2]. Happy Blue Ocean - Happy Blue Ocean has seen its stock price rise nearly 170% this year, with multiple trading days experiencing a 20% increase [3]. - The company has released several micro-short dramas in 2025, including titles like "Shen Shou He Xing Ji" and "Qing Ba Ni De Ge, Dai Hui Wo De Jia" [3]. - Happy Blue Ocean is focusing on innovation and resource allocation towards emerging business areas, including short dramas and interactive entertainment [3]. Huanrui Century - Huanrui Century's stock price has reached a multi-year high, with the company emphasizing innovation while maintaining its core strengths [3]. - The company is expanding into new areas such as interactive entertainment and AI-driven content, aiming to create a more resilient business ecosystem [3]. - Huanrui Century plans to launch its interactive entertainment project "Jiang Shan Bei Wang" in the fourth quarter of 2025, indicating a strategic push into this sector [3]. Future Productions - Companies are expected to release several new productions starting in 2025, including titles like "Qian Xiang," "Jia Ou Tian Cheng," and "Shi Nian Yi Pin Wen Ru Yan" [4]. - Additional IPs are in various stages of development, with productions planned for 2025 and beyond, reflecting ongoing investment in content creation [4].

Core Points - Haikan Co., Ltd. experienced a trading halt today with a closing price increase of 20.00%, leading to a turnover rate of 30.06% and a transaction volume of 1.03 billion yuan [2] - The stock was listed on the Shenzhen Stock Exchange due to its significant price increase, with a net selling amount of 204 million yuan from brokerage firms [2] - The top five brokerage firms accounted for a total transaction volume of 588 million yuan, with buying transactions amounting to 192 million yuan and selling transactions totaling 396 million yuan, resulting in a net sell of 204 million yuan [2] Trading Data - The leading buying brokerage was Guotai Junan Securities Co., Ltd. from Shanghai, with a purchase amount of 48.26 million yuan, while the largest selling brokerage was Xiangcai Securities Co., Ltd. from Beijing, with a selling amount of 179 million yuan [2] - The stock saw a net inflow of 154 million yuan from main funds today, with a significant inflow of 201 million yuan from large orders, while large orders saw an outflow of 47.34 million yuan [2] - The latest margin trading data as of October 22 shows a total margin balance of 79.51 million yuan, with a financing balance of 79.34 million yuan and a securities lending balance of 172,400 yuan [2] Recent Trends - Over the past five days, the total net inflow of main funds was 149 million yuan [2] - The financing balance decreased by 1.26% over the last five days, amounting to a reduction of 1.01 million yuan, while the securities lending balance decreased by 11.70%, totaling a reduction of 22,900 yuan [2]

Core Viewpoint - Haikan Co., Ltd. (301262.SZ) experienced a 20% limit-up increase today, with a turnover rate of 30.06% and a transaction volume of 1.03 billion yuan [1] Trading Activity Summary - The top buying seat was "Siming South Road" with a net purchase of 37.92 million yuan, while "Quantitative Board" was the fourth buying seat with a net sale of 35.29 million yuan [1] - The largest selling seat was Xiangcai Securities Beijing Chaowai Street with a net sale of 179 million yuan [1] - Overall, the top buying seats contributed a total of 192 million yuan in purchases, while the selling seats accounted for 396 million yuan in sales, resulting in a net selling of 204 million yuan [1] Top Trading Departments - The top five buying departments included: 1. Guotai Junan Securities Shanghai Changning District with a purchase amount of 48.26 million yuan, accounting for 4.68% of total transactions 2. Dongya Qianhai Securities Shanghai Branch with 38.11 million yuan, 3.70% 3. Dongxing Securities Beijing Fuxing Road with 37.38 million yuan, 3.63% 4. Dongfang Securities Wuxi Liangqing Road with 36.29 million yuan, 3.52% 5. Hualin Securities Beijing Branch with 31.91 million yuan, 3.10% [1] - The top five selling departments included: 1. Xiangcai Securities Beijing Chaowai Street with a selling amount of 179 million yuan 2. CITIC Jianan Securities Jinan Longao North Road with no recorded sales 3. China Galaxy Securities Hangzhou Shuanglong Street with no recorded sales 4. Everbright Securities Xining Wusi Street with a minimal sale of 0.0712 million yuan 5. Caitong Securities Shaoxing Shangyu Jiangyang Road with a minimal sale of 0.0133 million yuan [1]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301262 | 海省股份 | 28.74 | 20.00% | 36.70万 | | 10.30亿 | | 301551 | 元线传媒 | 39.74 | 6.51% | 21.46万 | | 8.45 Z | | 920021 | 流金科技 | 6.92 | 4.85% | 24.04万 | | 1.66亿 | | 600831 | ST广网 | 5.24 | 3.97% | 23.99万 | | 1.24亿 | | 300770 | 新媒股份 | 47.79 | 2.40% | 5.10万 | | 2.40亿 | | 600959 | 江苏有线 | 3.76 | 1.35% | 56.23万 | | 2.10亿 | | 000917 | 电广传媒 | 8.66 | 1.17% | 73.97万 | | 6.36亿 | | 000156 | 华数传媒 | 7.97 | 0.38% | 11.64万 | | 9230.51万 | ...

Market Overview - A-shares experienced fluctuations with a decrease in trading volume, totaling 1.06 trillion yuan, down 39.3 billion yuan from the previous trading day, with over 3,800 stocks declining [1] Sector Performance - The coal sector showed resilience, with major stocks like Dayou Energy hitting the limit up for the eighth consecutive day, and others like Zhengzhou Coal Power and Liaoning Energy achieving two limit ups in four days [1][3] - Local stocks in Shenzhen surged, with companies such as Jian Ke Yuan and Guangtian Group reaching limit up [2] - The computing hardware sector faced significant declines, particularly in CPO concept stocks, with Tianfu Communication and Changfei Optical Fiber experiencing substantial drops [1] Ice and Snow Industry - The ice and snow industry concept stocks saw rapid increases, with Dalian Shengya achieving two limit ups in four days, driven by a strong cold air mass affecting temperatures across the country [4] - A report indicated that the scale of China's ice and snow industry is expected to exceed 1 trillion yuan by 2025, reaching 1,005.3 billion yuan [4] Media Sector - The media and short drama sectors showed strength, with Hai Kan Co. and Huanrui Century hitting limit up, and several stocks rising over 3% [5] - iQIYI announced a new cooperation plan for short dramas, offering a revenue-sharing model with a 70% exclusive share and a 50% non-exclusive share [5] Banking Sector - The banking sector opened strong but later saw a narrowing of gains, with Postal Savings Bank rising over 4% [6] - Guotai Junan Securities projected a 0.4% and 1.1% year-on-year growth in revenue and net profit for listed banks in the first three quarters of 2025, respectively, with city commercial banks expected to lead in performance growth [6] - CITIC Securities highlighted that the fourth quarter of 2025 may present a key opportunity for dividend stock positioning, as current pessimistic expectations may have been fully reflected [6]