Group 1 - The National Health Commission will hold a press conference on health related to seasonal solar terms (Beginning of Spring, Rain Water) on February 10 at 3 PM [1] Group 2 - On February 10, a total of 10 companies will have their restricted shares unlocked, with a total unlock volume of 44.2848 million shares, amounting to a market value of 788 million yuan [2] - The companies with the highest unlock volumes are Wuchan Jinlun (31.0708 million shares), Kanni Electric (6.3688 million shares), and Best (1.7789 million shares) [2] - In terms of unlock market value, Wuchan Jinlun leads with 499 million yuan, followed by Xianglou New Materials (90.3502 million yuan) and Kanni Electric (45.346 million yuan) [2] - The highest unlock ratios relative to total share capital are Wuchan Jinlun (13.97%), Xianglou New Materials (1.26%), and Yintuwanglian (1.1%) [2] Group 3 - Thirteen companies disclosed stock repurchase progress on February 10, with four companies announcing new repurchase plans, four plans approved by shareholders, one company reporting implementation progress, and four plans completed [3] - The companies with the highest proposed repurchase amounts are Huitai Medical, Dalian Technology, and Kaiying Network, each planning to repurchase up to 200 million yuan [3] - The companies with the highest repurchase amounts approved by shareholders are Yunyi Electric (150 million yuan), Zhend Medical (40.5682 million yuan), and Hubei Yihua (2.67 million yuan) [3] Group 4 - Retail sales data for the United States for December 2025 will be released [4]

恺英网络公告称，2026年2月9日公司董事会通过回购股份方案，将以集中竞价交易方式回购1-2亿元股 份，用于股权激励或员工持股计划，回购价不超36.91元/股，期限不超12个月。2月10日，公司首次回 购股份206.1万股，占总股本0.10%，最高成交价24.58元/股，最低23.78元/股，成交总金额4997.97万元 （不含交易费）。后续将按规定实施回购并披露信息。 ...

证券代码：002517 证券简称：恺英网络 公告编号：2026-004 恺英网络股份有限公司 关于回购股份事项前十名股东持股信息的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 恺英网络股份有限公司（以下简称"公司"）于 2026 年 2 月 9 日召开第五 届董事会第十六次会议，审议通过了《关于回购公司股份方案的议案》。具体内 容详见公司于 2026 年 2 月 10 日披露在《中国证券报》《上海证券报》《证券时 报》《证券日报》及巨潮资讯网（www.cninfo.com.cn）上的《关于回购公司股 份方案的公告》。 根据《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》等相关 规定，现将公司董事会公告回购股份决议前一个交易日（即 2026 年 2 月 9 日） 登记在册的前十名股东和前十名无限售条件股东的名称及持股数量、比例数据的 情况公告如下： 特此公告。 恺英网络股份有限公司董事会 | 序号 | 股东名称 | 持股数量（股） | 持股比例（%） | | --- | --- | --- | --- | | 1 | 金锋 | 320,319 ...

证券代码：002517 证券简称：恺英网络 公告编号：2026-005 恺英网络股份有限公司 关于首次回购公司股份的公告 公司首次回购股份的时间、回购股份的价格及集中竞价交易的委托时段符合 《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》的相关规定。具 体说明如下： 1、公司未在下列期间内回购公司股份： （1）自可能对本公司证券及其衍生品种交易价格产生重大影响的重大事项发 生之日或者在决策过程中，至依法披露之日内； 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。 恺英网络股份有限公司（以下简称"公司"）于 2026 年 2 月 9 日召开了第五 届董事会第十六次会议，审议通过了《关于回购公司股份方案的议案》，公司将 以集中竞价交易方式回购公司股份，回购股份的资金总额不超过（含）人民币 20,000 万元且不低于（含）人民币 10,000 万元；回购股份价格不超过（含）人民 币 36.91 元/股，回购期限自董事会审议通过回购股份方案之日起不超过十二个月， 具体回购数量及回购金额以回购期满或回购完毕时实际回购的股份数量和回购金 额为准，回购股份用于后 ...

↑点击上面图片 加雪球核心交流群 ↑ A股三大指数今日震荡整理，截止收盘，沪指涨0.13%，收报4128.37点；深证成指涨0.02%，收报14210.63点；创业板指跌0.37%，收报3320.54点。 沪深京三市成交额21249亿，较昨日缩量1455亿。 行业板块涨跌互现，文化传媒、游戏、船舶制造、教育、通信服务板块涨幅居前，贵金属、光伏设备、珠宝首饰、能源金属、商业百货板块跌幅居 前。 消息面上，2月9日，2026年春节档影片正式开启预售，根据灯塔专业版数据，截至今日11时15分，2026年春节档新片总票房（含点映及预售）达 9064万元。 浙商证券指出，本次春节档优质影片供给充足，尽管单片票房难以超越《哪吒2》，但在优质片单加持下，春节档票房表现可期。 02 游戏板块大涨！ AI应用的另一重要板块是游戏，恺英网络涨幅居前，星辉娱乐、浙数文化涨幅均接近7%，掌趣科技、姚记科技、完美世界等个股跟涨，板块内部呈 现普涨格局。 个股方面，上涨股票数量接近2200只，逾70只股票涨停。文化传媒板块掀涨停潮，读客文化、捷成股份、中文在线、荣信文化、幸福蓝海、光线传 媒20cm涨停。 Ai应用概念持续活跃！ 受Se ...

Market Overview - The A-share market experienced a narrow fluctuation on February 10, with mixed performance across the three major indices. The Shanghai Composite Index rose by 0.13%, while the Shenzhen Component increased by 0.02%, and the ChiNext Index fell by 0.37% [1] - The total trading volume in the A-share market was 2.12 trillion yuan, a decrease of 145.5 billion yuan compared to the previous trading day. Out of 3,157 stocks, 2,222 rose while 3,157 declined [1] Sector Performance - The sectors that saw significant gains included film and television, short drama games, Sora concept (text-to-video), intellectual property protection, cultural media, mobile games, AI predictions, and online games [1] - Conversely, sectors that experienced declines included precious metals, liquor, cultivated diamonds, photovoltaic equipment, zinc, gold concepts, perovskite batteries, duty-free shops, and horse racing concepts [2] AI Video Generation Impact - ByteDance's AI video generation model, Seedance 2.0, has gained significant attention for its ability to create high-quality videos from text or images in just 60 seconds. This innovation is expected to reshape the content production industry by reducing costs and production cycles [6] - The introduction of Seedance 2.0 is anticipated to accelerate the development of the short drama and animation sectors, which are currently facing challenges such as high costs and long production times. The model's capabilities are expected to lower production costs and increase industry capacity [7] Market Sentiment and Predictions - As the Lunar New Year approaches, investors are faced with the decision to hold stocks or cash. Historical data suggests a tendency for the Shanghai Composite Index to rise around the holiday period, with 7 out of the last 10 years showing gains [8] - Multiple institutions express optimism regarding the market's performance around the New Year, with a prevailing recommendation to "hold stocks for the holiday." This sentiment is supported by recent policy measures aimed at enhancing market confidence and liquidity [9] - Current valuation levels indicate that the overall A-share index price-to-book ratio has dropped to 1.90, which is at the historical median level. Earnings forecasts suggest a shift in focus from valuation to profitability, with certain sectors like technology manufacturing showing positive trends [10]

证券研究报告 | 2026年02月10日 传媒互联网周报 优于大市 可灵 AI3.0 发布，春节档有望持续催化 AI 应用及游戏 IP 潮玩 行业下跌 3.30%，跑输沪深 300，跑输创业板指。本周（2.2-2.6）传媒行业 下跌 3.30%，跑输沪深 300（-1.13%），跑输创业板指（-3.28%）。其中涨 幅靠前的分别为横店影视、遥望科技、新华都、联建光电等，跌幅靠前的分 别为蓝色光标、易点天下、因赛集团、福石控股等。横向比较来看，本周传 媒板块在所有板块中涨跌幅排名第 25 位。 可灵 AI 3.0 正式发布，LABUBU 2025 年全球销量突破 1 亿只。1）2 月 5 日， 快手旗下的视频生成大模型可灵 AI（Kling AI）正式宣布上线 3.0 系列模 型，不仅支持最长 15 秒的连续高清视频生成，更在多镜头叙事的一致性上 取得了突破；2）OpenAI 推出了适用于 macOS 系统的全新 Codex 桌面应用， 支持多智能体并行作业，能够融合不同 AI 智能体的专项能力来处理复杂的 开发流程，并搭载了 GPT-5.2-Codex 模型，以提升开发效率；3）泡泡玛特 年会资料显示，LAB ...

Investment Rating - The report maintains an "Outperform the Market" rating for the media and internet industry [5][39]. Core Insights - The media industry experienced a decline of 3.30%, underperforming both the CSI 300 index (-1.13%) and the ChiNext index (-3.28%) during the week of February 2-6 [1][11]. - Key companies that performed well include Hengdian Film, Yaowang Technology, Xinhua Dou, and Lianjian Optoelectronics, while companies like BlueFocus, Yidian Tianxia, Insai Group, and Fushi Holdings saw significant declines [1][11]. - The launch of Kling AI 3.0 by Kuaishou marks a significant advancement in AI video generation technology, enabling continuous video generation of up to 15 seconds and improving narrative consistency [2][15]. - OpenAI introduced a new Codex desktop application for macOS, enhancing developer efficiency through multi-agent parallel operations [2][16]. - Bubble Mart reported that LABUBU's global sales are expected to exceed 100 million units by 2025 [2][16]. Summary by Sections Industry Performance - The media sector's performance ranked 25th among all sectors, with a notable decline of 3.30% [1][11][12]. Key Data Tracking - The total box office for the week was 224 million yuan, with the top three films being "Zootopia 2" (46 million yuan, 20.5% market share), "Water Pipe" (30 million yuan, 13.3%), and "Killing in Hiding" (26 million yuan, 11.6%) [3][18][20]. - In the gaming sector, the top three mobile games in January 2026 were Hungry Studio's "Block Blast!", Vita Studio's "Vita Mahjong", and Oakever Games' "Tile Explorer" [3][24]. Investment Recommendations - The report suggests that the Spring Festival may continue to catalyze AI applications and commercial implementations, highlighting opportunities in the IP toy and gaming sectors [4][35]. - Specific companies recommended for investment include Giant Network, G-bits, and 37 Interactive Entertainment, focusing on those with strong product cycles and performance [4][35]. - The report emphasizes the potential for AI applications to enhance overall industry valuations, particularly in gaming and publishing sectors [35].

2月10日，A股三大指数开盘涨跌不一，沪指高开0.11%，深成指低开0.05%，创业板指低开0.33%。 板块方面，文化传媒、装修装饰、游戏等板块升幅居前；光伏设备、珠宝首饰、电网设备等板块受压居 前。游戏ETF（159869）高开后持续走强，现涨超3%。持仓股中，光线传媒涨近8.5%，恺英网络、天 舟文化、完美世界、星辉娱乐均涨超4%，板块整体情绪较强；截至2月9日，游戏ETF（159869）规模 已达139.25亿元。 国金证券指出，AI应用产业发展趋势已确立："无论从算力ROI（投资回报率）诉求角度，还是互 联网、软件、端侧公司做产品的角度，2026年AI应用都已是'必修课'；从贡献收入角度看，部分公司AI 业务收入占整体收入的比例已超过10%，整个AI应用行业基本面已于2025年下半年出现拐点，利润端的 强劲弹性有力验证了降本增效逻辑。 每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@sta ...

传媒概念股走强，光线传媒涨20%，恺英网络涨超7%，神州泰岳涨超4%。 受盘面影响，传媒ETF涨超4%。 | 代码 | ਤੇ ਕਿਹਾ 名称 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 159805 | 主 传媒ETF | 0.074 | 4.39% | | 512980 | 主 传媒ETF | 0.052 | 4.30% | | 516190 | 主 传媒ETF华夏 | 0.061 | 4.17% | 有券商表示，从中长期来看，随着内容供给逐步恢复，AI等技术赋能持续深化，叠加政策支持及消费 回暖预期，传媒行业景气度有望得到修复。建议关注影视院线、游戏、广告营销等领域业绩表现亮眼的 公司，并关注布局数字资产、应用AIGC相关技术的公司。 （文章来源：每日经济新闻） ...