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「长镜头」《南京照相馆》带飞幸福蓝海:5交易日暴涨超110%后回落,电影业务贡献近九成营收
Hua Xia Shi Bao· 2025-07-31 09:08
华夏时报记者于玉金北京报道 5个交易日收获4个涨停板 7月30日晚间,幸福蓝海发布股票交易异常波动暨严重异常波动的公告,其表示,"公司股票于2025年7月24日至7 月30日连续五个交易日单日收盘价格涨幅偏离值累计超过100%,根据深交所相关规定,属于股票交易严重异常波 动的情形。" 7月28日—7月30日,幸福蓝海连续三个交易日涨停,而在7月24日至7月30日的五个交易日,该公司实现了5个交易 日4个涨停板的强劲走势,涨幅达112.95%。 之所以股价大涨,在于幸福蓝海投资了目前正在热映的电影《南京照相馆》,该影片于7月25日上映,据猫眼专业 版数据,截至7月31日12时38分,电影《南京照相馆》累计票房(含预售)超8亿元,进入2025年度票房榜前五, 领跑2025年暑期档票房榜;与此同时,《南京照相馆》预测票房连续5天上涨,最新预测总票房37.52亿元。 "这是我今年看过最好的国产电影,观影体验可谓是震撼与心痛交织,观影过程中数次泪流,电影散场后思绪仍难 平,走出影院沐浴阳光,恍如隔世。影片最大亮点是以平民的微观视角切入历史,将教科书中的罪证影像,还原 为触目惊心的残酷场面。"观影者王强告诉《华夏时报》记 ...
喜娜AI速递:昨夜今晨财经热点要闻|2025年7月31日
Sou Hu Cai Jing· 2025-07-30 22:16
Group 1 - The Federal Reserve maintained the benchmark interest rate at 4.25%-4.5%, with dissenting votes from two board members, marking the first time since late 1993 that multiple members opposed a rate decision [2] - The A-share market is showing signs of a "bull market," with a significant increase in reports and conference calls related to this theme, indicating a growing bullish sentiment among analysts [2] - Hehua Co. announced a potential change in control due to a share transfer by its major shareholder, leading to a temporary suspension of its stock trading [2] Group 2 - Multiple listed companies released positive announcements, including China Yangtze Power's plan to invest approximately 26.6 billion yuan in a shipping capacity expansion project [3] - Aikang Group is suing a woman over allegations related to a health check, asserting that the claims are defamatory and harmful to the company's reputation [3] - The National Development and Reform Commission is seeking public input on new regulations for government investment funds, focusing on technological innovation and self-reliance [3] Group 3 - The film "Nanjing Photography Studio" has significantly boosted the stock prices of related film and television companies, with several stocks experiencing substantial gains [4] - Seven concept stocks have received favorable ratings from at least five institutions, with projected earnings growth for companies like Light Media and Wanda Film reaching up to 693.35% and 219.65% respectively by 2025 [4] Group 4 - Gold prices have experienced significant volatility, influenced by the Federal Reserve's interest rate decisions and trade tensions, with a recent drop to a low of $3,300 per ounce [5] - President Trump's pressure on Russia regarding the Ukraine conflict has led to a rise in oil prices, with a 3.75% increase in light crude oil futures following the announcement of potential tariffs [5] - The recent rise in stock market indices has contributed to an increase in bank wealth management product yields, with some products exceeding 6% annualized returns [5]
暑期档市场升温 票房冲刺60亿元
Zheng Quan Ri Bao· 2025-07-30 17:05
Core Insights - The summer box office has reached 5.737 billion yuan as of July 30, with expectations to surpass 6 billion yuan, driven by the release of several key films and government subsidies [1][3] - The film "Nanjing Photo Studio" has emerged as a significant success, with a box office of 714 million yuan and predictions to exceed 3 billion yuan, benefiting its main investors [1][2] - Government initiatives, including viewing subsidies in various regions, have stimulated consumer interest in films, contributing to a positive outlook for the summer box office [3][4] Industry Performance - The summer box office has seen daily earnings exceeding 100 million yuan since July 18, indicating a peak period for film releases [1] - The competitive landscape for top films is strong, with animated films maintaining a solid foundation, which is expected to support the overall film market for the year [1] - The positive performance of "Nanjing Photo Studio" has activated the summer box office, with other films like "The Stage" and "The Lychee of Chang'an" also showing upward trends in box office earnings [2] Government Support - Various local governments have issued viewing subsidies, such as Jiangsu's 30 million yuan in movie consumption vouchers and Beijing's 10 million yuan in subsidies for the summer film festival [3] - The promotion of diverse viewing experiences and outdoor screenings is part of the strategy to enhance consumer engagement and stimulate box office growth [3] - Analysts are optimistic about the second half of the summer box office, anticipating significant recovery and growth due to the release of heavyweight films and improved viewing conditions [3][4]
幸福蓝海: 股票交易异常波动暨严重异常波动的公告
Zheng Quan Zhi Xing· 2025-07-30 16:25
证券代码:300528 证券简称:幸福蓝海 公告编号:2025-036 幸福蓝海影视文化集团股份有限公司 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。 特别提示: 公司已于2025年7月28日在符合条件的创业板信息披露网站上披露了《股票 交易异常波动的公告》(公告编号:2025-035)。 二、公司关注、核实相关情况的说明 针对本次公司股票交易严重异常波动情况,公司董事会通过电话及函件问询 等方式,向公司控股股东及公司管理层就相关问题进行了核实,具体情况如下: 方之一,投资比例较低,预计该影片产生的收益对公司经营业绩不存在重大影响。 大影响的未公开重大信息。 处于筹划阶段的重大事项。 为。 三、不存在应披露而未披露信息的说明 简称:幸福蓝海,证券代码:300528)于2025年7月29日、7月30日连续两个交 易日收盘价格涨幅偏离值累计超过30%,根据深圳证券交易所(以下简称"深交 所")相关规定,属于股票交易异常波动的情形; 离值累计超过100%,根据深交所相关规定,属于股票交易严重异常波动的情形; 方之一,投资比例较低,预计该影片产生的收益对公司经营业绩 ...
晚报 | 7月31日主题前瞻
Xuan Gu Bao· 2025-07-30 14:25
Sports Industry - Hunan Province will hold the "Xiangchao League" from September to December 2025, aiming to promote youth football talent and stimulate local economic development [1] - The domestic macro consumption situation is expected to improve steadily due to ongoing consumption policies, with a focus on competitive domestic sports brands in functional footwear and apparel [1] Fertility Support - The State Council announced a child-rearing subsidy for eligible infants born after January 1, 2022, marking a significant step in nationwide fertility support [2] - The mother and baby industry is expected to see improved demand, driven by new population growth and supportive policies [2] Film Industry - The total box office for the summer season of 2025 has surpassed 5.5 billion yuan, with "Nanjing Photo Studio" leading the box office with over 700 million yuan [3][4] - The film market is shifting towards high-quality content, supported by favorable policies and recovering demand [3] Smart Agriculture - The launch of the "Fengdeng Gene Scientist" AI system marks a significant advancement in smart breeding technology in China, filling a technological gap in autonomous scientific discovery [4] - The smart breeding market in China is projected to reach 45 billion to 60 billion yuan by 2025, with an annual growth rate exceeding 25% [4] Low-altitude Logistics - A logistics drone successfully completed a 82.9 km intercity flight in the Greater Bay Area, marking the opening of a new long-distance drone logistics route [5] - The low-altitude logistics market is expected to grow significantly, with projections of 13.7 billion yuan by 2025 and 276.1 billion yuan by 2030 [5] Low Earth Orbit Satellites - China successfully launched a new batch of low Earth orbit satellites, enhancing its satellite internet capabilities [6] - The competition in the low Earth orbit satellite market is intensifying, with a focus on deploying satellite networks within specified timeframes [6] Steel Industry - The China Metal Materials Circulation Association issued a call to resist "involution" in the steel circulation industry, promoting healthy competition based on product quality and innovation [7] - The initiative aligns with national plans to enhance industry collaboration and improve profitability by reducing irrational competition [7]
幸福蓝海:参与投资影片《南京照相馆》的收益对业绩影响有限
Bei Ke Cai Jing· 2025-07-30 12:23
新京报贝壳财经讯 7月30日,幸福蓝海(300528)公告,公司股票于2025年7月24日至7月30日连续五个 交易日内日收盘价格涨幅偏离值累计超过100%,属于股票交易严重异常波动。公司参与出品的影片 《南京照相馆》正在上映,公司是该影片的投资方之一,投资比例较低,预计该影片产生的收益对公司 经营业绩不存在重大影响。 ...
揭秘涨停丨医药板块多股涨停
Market Overview - On July 30, the A-share market closed with a total of 55 stocks hitting the daily limit, with 48 stocks after excluding 7 ST stocks, and an overall limit-up rate of 73.33% [1] Top Gainers - Wangli Anfang had the highest limit-up order volume with over 4.5 billion yuan, followed by Baogang Co., Xining Special Steel, and Antai Group with limit-up orders of 4.51 billion yuan, 4.1 billion yuan, and 1.96 billion yuan respectively [2] - Tibet Tourism achieved an 8-day consecutive limit-up, while several other companies like Chenxin Pharmaceutical and Huaci Co. had 3 consecutive limit-ups [2] Industry Highlights Film Industry - The film "Nanjing Photo Studio" has grossed over 700 million yuan, ranking among the top five in the 2025 box office list [3] - Companies involved in the film include Xingfu Blue Ocean, Jinyi Film, and Ciweng Media, with Xingfu Blue Ocean participating in the production of "Nanjing Photo Studio" [4] Pharmaceutical Industry - Notable limit-up stocks include Chenxin Pharmaceutical, Foci Pharmaceutical, Dongcheng Pharmaceutical, Guobang Pharmaceutical, and Qizheng Tibetan Medicine [5] - Chenxin Pharmaceutical offers a comprehensive health management solution covering various treatment areas, while Foci Pharmaceutical is advancing the development of traditional Chinese medicine new drugs [5] Maternal and Infant Products - Limit-up stocks include Anzheng Fashion, Beingmate, and Taimushi [6] - Beingmate has a diverse product line including infant formula and adult nutrition products, while Taimushi expects 310 million yuan in revenue from children's clothing in 2024 [6] Stock Market Activity - The top net purchases on the Dragon and Tiger list included Yingweike, Baogang Co., and Xizang Tianlu, with net purchases of 5.74 billion yuan, 3.74 billion yuan, and 2.18 billion yuan respectively [7] - Institutional net purchases were led by Yingweike and Dongxin Co., with amounts of 843.67 million yuan and 561.28 million yuan respectively [7]
《南京照相馆》成暑期档黑马,影视股走强,核心受益股5天翻倍
3 6 Ke· 2025-07-30 11:00
每年暑假,电影圈总会上演一场激烈的"神仙打架",今年更加热闹。三部抗日题材新片《南京照相馆》 《东极岛》《731》轮番上阵,此前还有《长安的荔枝》《你行!你上!》等热门影片接连上映。 热门影片的火爆,迅速传导到A股市场。近几个交易日,影视概念震荡拉升。其中,幸福蓝海 (300528.SZ)近5个交易日收获4个20CM涨停,累计上涨112.95%;天府文旅(000558.SZ)、北京文化 (000802.SZ)等个股也连续上涨。 《南京照相馆》的火爆,让其背后的出品方上市公司在A股市场也受到资金的青睐。资料显示,《南京 照相馆》参与出品的企业有9家,涉及中国电影产业集团股份有限公司(中国电影,600977.SH)、幸 福蓝海影视文化集团股份有限公司(幸福蓝海,300528.SZ)、浙江横店影业有限公司(横店影视, 603103.SH)、万达电影股份有限公司(万达电影,002739.SZ)4家上市公司。 从股价表现看,幸福蓝海的走势较强。自7月24日至今,幸福蓝海在5个交易日收获4个20CM涨停,股 价累计上涨112.95%。7月28日,幸福蓝海发布《南京照相馆》的票房数据公告。其中指出,截至7月27 日24时, ...
幸福蓝海:预计《南京照相馆》产生的收益对公司经营业绩不存在重大影响
Ge Long Hui· 2025-07-30 10:17
公司参与出品的影片《南京照相馆》正在上映中,公司是该影片的投资方之一,投资比例较低,预计该 影片产生的收益对公司经营业绩不存在重大影响。公司郑重提醒广大投资者注意二级市场交易风险,理 性决策,审慎投资。 格隆汇7月30日丨幸福蓝海(300528.SZ)公布,公司股票于2025年7月29日、7月30日连续两个交易日收盘 价格涨幅偏离值累计超过30%,根据深圳证券交易所(以下简称"深交所")相关规定,属于股票交易异常 波动的情形;公司股票2025年7月24日至7月30日连续五个交易日内日收盘价格涨幅偏离值累计超过 100%,根据深交所相关规定,属于股票交易严重异常波动的情形。 ...
7月30日连板股分析:连板股表现回暖 西藏旅游晋级8连板
news flash· 2025-07-30 07:51
Group 1 - The overall performance of consecutive limit-up stocks has improved, with 48 stocks hitting the limit today and 12 consecutive limit-up stocks, indicating a recovery in this segment [1] - Among the consecutive limit-up stocks, Xizang Tourism achieved an 8-day consecutive limit-up, while Nanfang Road Machinery and Xining Special Steel recorded 7 limit-ups in 8 days [1] - The market saw over 3,500 stocks decline, highlighting a broader market weakness despite the strong performance of consecutive limit-up stocks [1] Group 2 - The consecutive limit-up rate for stocks was 66.67%, excluding ST and delisted stocks, indicating a significant increase in the number of stocks achieving consecutive limit-ups [2] - Happiness Blue Sea led the film and television sector with a strong performance, achieving 4 consecutive limit-ups in 5 days, which positively impacted related stocks like Jinyi Film and Ciweng Media [1][2] - The infant and child concept stocks rebounded unexpectedly, with Yangguang Dairy and Anzheng Fashion achieving 2 consecutive limit-ups, while Beiyinmei saw a limit-up recovery [1]