(责任编辑：宋政 HN002) 【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@staff.hexun.com 格隆汇8月4日｜A股开盘，沪指跌0.36%，深证成指跌0.53%，创业板指跌0.66%。盘面上，现货黄金上 周五一度突破3360美元，黄金股集体上涨，西部黄金(601069)、晓程科技涨超4%；暑期档票房破70亿， 影视院线板块再度活跃，中国电影(600977)涨超8%，北京文化(000802)涨超4%；中药板块高开，奇正藏 药(002287)4连板，新天药业(002873)涨超8%；油气板块低开，潜能恒信(300191)、准油股份跌超3%。 (格隆汇) ...

A股开盘，沪指跌0.36%，深证成指跌0.53%，创业板指跌0.66%。盘面上，现货黄金上周五一度突破 3360美元，黄金股集体上涨，西部黄金、晓程科技涨超4%；军工板块盘初拉升，爱乐达涨超15%，长 城军工涨超7%；暑期档票房破70亿，影视院线板块再度活跃，中国电影涨超8%，北京文化涨超4%；中 药板块高开，奇正藏药4连板，新天药业涨超8%；油气板块低开，潜能恒信、准油股份跌超3%。(格隆 汇) ...

Box Office Performance - The summer film season has seen a total box office exceeding 6.8 billion yuan, with films like "Nanjing Photo Studio," "Chang'an's Lychee," and "Jurassic World: Rebirth" leading the charts [1][4] - "Nanjing Photo Studio" has achieved over 1.4 billion yuan in box office revenue within 9 days of its release, establishing itself as a strong contender for the summer box office [4] - "Chang'an's Lychee," directed by Da Peng, has surpassed 600 million yuan in box office revenue since its release on July 18 [4] Upcoming Films - Several highly anticipated films are set to release, including "Dongji Island" on August 8 and "Bad Guys Alliance 2" on August 16, among others [5] - The animated film "Wang Wang Mountain Little Monster" has also gained attention, crossing 100 million yuan in box office revenue shortly after its release [4] Market Trends - The film industry has seen a significant increase in stock prices, with the film and cinema sector index rising over 30% since April 9 [5][7] - Happiness Blue Sea has emerged as a major winner in the summer box office, with its stock price increasing by 134% since June 3 [7][8] - Other companies like China Film and Shanghai Film have also seen stock price increases of over 30% during the same period [7][8] Investment Insights - Analysts suggest that the summer box office is a critical period for annual revenue, with expectations for growth driven by a rich content pipeline and improving consumer sentiment [9] - Investment strategies are recommended to focus on leading cinema chains and content platforms, although there may be short-term risks of stock price corrections due to previous gains [9]

Market Overview - A-shares experienced a pullback this week, with sectors such as innovative drugs, CRO, and film box office showing the highest gains, while small metals, coal, and rare earth permanent magnets faced the largest declines [1] - The Shanghai Composite Index fell by 1.8%, the CSI 500 Index decreased by 1.6%, the ChiNext Index dropped by 0.7%, the STAR Market 50 Index declined by 1.7%, and the Hang Seng China Enterprises Index decreased by 3.8% [1][3] Index Performance - The rolling P/E ratios for major indices are as follows: - CSI 300 Index: 13.2 times - CSI 500 Index: 15.3 times - ChiNext Index: 33.7 times - STAR Market 50 Index: 144.6 times - Hang Seng China Enterprises Index: 10.2 times [3] - The rolling P/E ratio percentiles indicate relative valuation levels, with the following percentiles: - CSI 300 Index: 52.2% - CSI 500 Index: 55.5% - ChiNext Index: 17.5% - STAR Market 50 Index: 99.3% - Hang Seng China Enterprises Index: 62.3% [3] Sector Composition - The CSI 300 Index comprises 500 large-cap, liquid securities covering 91 out of 93 three-level industries [4] - The ChiNext Index consists of 100 stocks with high market capitalization and liquidity, with strategic emerging industries accounting for over 55% of the index, particularly in power equipment, pharmaceuticals, and electronics [4] - The STAR Market 50 Index includes 50 large-cap, liquid stocks, with over 50% in semiconductors and nearly 75% combined in medical devices, photovoltaic equipment, and software development [4] - The Hang Seng China Enterprises Index includes 50 large-cap, actively traded stocks from mainland China listed in Hong Kong, with over 85% in consumer discretionary, financials, information technology, and energy sectors [4] Recent Performance Trends - Over the past month, the cumulative performance of major indices is as follows: - CSI 300 Index: +2.8% - CSI 500 Index: +3.6% - ChiNext Index: +9.4% - STAR Market 50 Index: +5.5% - Hang Seng China Enterprises Index: +0.9% [7] - Year-to-date performance shows: - CSI 300 Index: +3.1% - CSI 500 Index: +4.0% - ChiNext Index: +8.5% - STAR Market 50 Index: +4.8% - Hang Seng China Enterprises Index: +20.8% [7]

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，8月1日影视院线板块较上一交易日上涨1.06%，捷成股份领涨。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。影视院线板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300182 | 捷成股份 | 6.11 | 6.45% | 343.24万 | | 20.35 Z | | 601595 | 一番电影 | 39.50 | 4.72% | 31.19万 | | 11.92亿 | | 600977 | 中国电影 | 13.70 | 3.16% | 72.12万 | | 9.71亿 | | 300133 | 华策影视 | 7.80 | 1.83% | 92.07万 | | 7.07亿 | | 300251 | 光线传媒 | 20.13 | 1.67% | 89.86万 | | ...

A股市场板块涨跌幅排行 行业板块方面，中药、光伏设备、物流等板块涨幅居前，影视院线、游戏、军工装备等板块跌幅居 前。 | 序号 | 板块 | 涨跌幅(%)▼ | 总成交量 (万手) ▼ | 总成交额(亿元) ▼ | 净流入(亿元) ▼ | 上涨家数 | 下跌家数 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 中药 | 3.68 | 1773.02 | 200.20 | 15.27 | ୧୫ | 1 | | 2 | 光伏设备 | 2.74 | 1406.28 | 241.40 | 17.27 | ୧୧ | 7 | | 3 | 物流 | 2.23 | 828.13 | 85.22 | 9.24 | ਕੇਟ | 2 | | 4 | 橡胶制品 | 1.96 | 213.00 | 27.56 | 4.14 | 16 | র্ব | | 5 | 医药商业 | 1.65 | 404.99 | 50.49 | 4.77 | 27 | 2 | | 6 | 造纸 | 1.49 | 526.46 | 21.28 | 1.64 | 20 | 2 | | 7 | 非 ...

三大指数集体收跌，截至收盘，沪指跌0.19%，深成指跌0.15%，创业板指跌0.16%，北证50指数涨0.11%，沪深京三市成 交额10081亿元，较上日缩量1497亿元。两市超2100只个股下跌。 盘面上，中药板块持续走强，生物谷涨超25%，维康药业20CM涨停，贵州百灵、新天药业等涨停封板。光伏设备板块走 强，捷佳纬创20CM涨停，双良节能涨停。军工板块调整，ST应急20CM跌停封板。影视院线板块调整，金逸影视跌超7%。 板题材上，中药、光伏设备板块走高，军工、影视院线块调整。 ...

金十数据8月1日讯，A股三大股指早盘窄幅震荡，沪指围绕平盘震荡，创业板指一度涨近1%，随后回 落转跌。截至中午收盘，沪指跌0.19%，深证成指跌0.15%，创业板指跌0.16%；沪深两市半日成交额不 足万亿，超2800只个股上涨。盘面上，光伏、物流板块涨幅居前，多只物流股大涨；银行板块探底回 升，农业银行盘中再创历史新高；影视院线、游戏板块跌幅居前。 A股午评：创业板指冲高回落收跌% 光伏、物流板块涨幅居前 ...

板块题材上，中药、光伏设备板块走高，军工、影视院线块调整。 盘面上，中药板块持续走强，生物谷涨超25%，维康药业20CM涨停，贵州百灵、新天药业等涨停封 板。光伏设备板块走强，捷佳纬创20CM涨停，双良节能涨停。军工板块调整，ST应急20CM跌停封 板。影视院线板块调整，金逸影视跌超7%。 A股三大指数集体收跌，截至收盘，沪指跌0.19%，深成指跌0.15%，创业板指跌0.16%，北证50指数涨 0.11%，沪深京三市成交额10081亿元，较上日缩量1497亿元。两市超2100只个股下跌。 ...

A股三大股指全线翻绿，影视院线、游戏、军工等板块跌幅居前。 ...