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。 ...

2月5日早盘影视（核心股）板块再度走强，横店影视6天5板，幸福蓝海、博纳影业、金逸影视、中国电 影等跟涨。 影视（核心股）宣发服务：春节档影片集中上线将催生大量宣发需求，具备成熟宣发体系、全渠道资源 整合能力的服务公司将承接更多影片的营销推广业务，票务代理、阵地宣传等细分业务也将伴随观影热 潮实现业务放量。 | 代码 | 名称 | 涨幅%v | 现价 | | --- | --- | --- | --- | | 603103 | 横店影视 | +10.01% | 31.66 | | 300528 | 幸福蓝海 | +7.60% | 23.94 | | 002905 | 金逸影视 | +5.53% | 12.79 | | 300251 | 光线传媒 | +4.29% | 19.94 | | 300426 | 华智数媒 | +3.61% | 9.18 | | 001330 | 博纳影业 | +3.17% | 9.75 | | 002739 | 万达电影 | +2.04% | 11.98 | | 000802 | 北京文化 | +1.95% | 4.71 | | 600977 | 中国电影 | +1.85% | 17 ...

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]

2026.02.03 本文字数：791，阅读时长大约1分钟 作者 |第一财经 揭书宜 2月3日，横店影视（603103.SH）开盘后迅速涨停，报30.86元/股。 截至2月3日，横店影视已经连续4个交易日涨停，近一个月的涨幅达86%。 | | 横店影视 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | | 603103 融 沪股通 L1 | | | | | | | 30.86 | 高 30.86 市值 195.71亿 | | | | 量比 | 1.45 | | | 30.27 流通 195.71亿 换 代 | | | | | 1.36% | | 2.81 10.02% | 开 30.86 市盈 212.18 | | | | 额 | 2.65亿 | | | 付丁 ZUZO-US-LI 収路《ZUZ5年年収》 | | | | | | | 同花腰 博诺 | | | | | | · × | | 分时 日K | 月K | 围K | | 王日 | 更多。 | (0) | | 均价: 30.84 最新: 30.86 2.81 10.02% | | | | | ...

2026.02. 03 本文字数：791，阅读时长大约1分钟 作者 | 第一财经 揭书宜 2月3日，横店影视（603103.SH）开盘后迅速涨停，报30.86元/股。 截至2月3日，横店影视已经连续4个交易日涨停，近一个月的涨幅达86%。 | | 横店影视 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | | 603103 融 沪股通 L1 | | | | | | | 30.86 | 高 | 30.86 | 市值 195.71亿 | 量比 | | 1.45 | | | નિર્ 30.27 | | 流通 195.71亿 | 换 | | 1.36% | | 2.81 10.02% | 开 | 30.86 | 市盈 1 212.18 | 额 | | 2.65亿 | | 同在顺 | 付丁 ZUZO-US-ZI 収路 (LUZO 年年 JR// | | | | | | | 德诺 | | | | | | × | | △ - L ( Z) ) | | | | | | | | 分时 | 日K 園K 月K | | 五日 | 更多▼ | | 0 | | 均价: ...

Group 1 - Hengdian Film's stock surged to 30.86 CNY per share, reaching a limit up on February 3, with a total increase of 86% over the past month [1] - The company has announced the release dates for films it invested in, including "Boonie Bears: Year of the Bear" and "Fast and Furious 3," set for the 2026 Spring Festival [2] - Hengdian Film expects a net profit of 130 million to 180 million CNY for 2025, marking a turnaround from losses, driven by industry recovery and popular films [2] Group 2 - The Chinese film market's total box office for 2025 reached 51.832 billion CNY, reflecting a year-on-year growth of 21.95% [3] - The number of cinema-goers in urban areas for 2025 was 1.238 billion, showing a 22.57% increase year-on-year, indicating a recovery in the industry [3] - The film industry has shown a slight upward trend since the end of 2025, with the film and cinema sector increasing by 13% [2]

1.电网。 上午盘面结构综述 一，盘面最强主线：电网轮动 二，连板结构梳理： 算力。 利通电子 通鼎互联 杭电股份2板 应用。 名雕股份2板 化工。 万丰股份3板 电网。 杭电股份 白云电器2板 白酒。 皇台酒业 影视。 横店影视2 上午盘面结构综述 一，盘面最强主线：电网轮动 二，连板结构梳理： 算力。 利通电子 通鼎互联 杭电股份2板 应用。 名雕股份2板 化工。 万丰股份3板 电网。 杭电股份 白云电器2板 白酒。 皇台酒业 影视。 横店影视2板 汽配。 西上海2板 三，题材板块梳理： 顺钠股份，杭电股份，三变科技，白云电器，双杰电气，电科院，安靠智电，新特电气，森源电气 2.应用。 遥望科技，横店影视，天地在线，利欧股份，引力传媒 阿里系。 亚康股份，通达海，三江购物，新华都，值得买 3.消费 影视。 横店影视，博纳影业，幸福蓝海，金逸影视 白酒。 水井坊，皇台酒业，金徽酒 4.商业航天。 ...

Group 1 - The film and television sector leads the market with an increase of 2.14% [1] - Companies such as Pearl River Piano saw a rise of 10.08%, while Bona Film Group and Hengdian Film both increased by 10.0% [1] - Zhejiang Culture and Huayi Brothers both experienced gains exceeding 6% [1]

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]