| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603103 | 横店影视 | 30.86 | 10.02% | 8.75万 | | 2.70亿 | | 002292 | 奥飞娱乐 | 9.62 | 3.89% | 85.05万 | | 8.07亿 | | 300182 | 捷成股份 | 6.13 | 3.37% | 122.27万 | ﺧ | 7.44亿 | | 300426 | 华智数媒 | 8.91 | 3.12% | 11.90万 | | 1.05亿 | | 300133 | 华策影视 | 9.33 | 2.64% | 118.30万 | | 2666'0I | | 300251 | 光线传媒 | 20.14 | 2.55% | 165.84万 | | 33.37亿 | | 000892 | 欢瑞世纪 | 7.90 | 2.46% | 37.44万 | | 2.94亿 | | 002905 | 金逸影视 | 12.55 | 2.20% | 25.97万 | | 3.27亿 ...

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。 ...

Market Overview - The A-share market has experienced a significant adjustment, with the Shanghai Composite Index falling below the 4100-point mark, primarily due to the decline of resource cyclical stocks [3] - The Shenzhen Component Index has seen a substantial drop influenced by both technology and cyclical sectors, while the ChiNext Index is under pressure from high-valuation stocks [3] Sector Performance - The market is characterized by a broad decline, although some sectors remain active, such as the strong performance of ultra-high voltage concept stocks and the resilience of liquor stocks [3] - Other sectors like cultural media AI applications and film industry themes are also showing activity, while gold, non-ferrous metals, oil and gas, coal, steel, and chemical sectors are experiencing significant downturns [3] Trading Volume and Sentiment - The total trading volume in the two markets has decreased by 8.8%, indicating a reduction in trading activity as the Spring Festival approaches, leading to increased risk aversion and a strong wait-and-see sentiment among investors [5] - There is an adjustment demand within the market, with previously popular sectors facing profit-taking pressure, prompting a shift in funds from high-risk, cyclical sectors to more defensive and stable sectors [5] Fund Flow Dynamics - There has been a net outflow of 19.98 billion from institutional funds, while retail investors have seen a net inflow [6] - Institutions are reallocating funds away from sectors like electronics, semiconductors, and non-ferrous metals, directing them towards defensive sectors such as electric grid equipment, liquor, and food and beverage [7] Retail Investor Behavior - Retail investor sentiment is reported at 75.85%, indicating a relatively high level of engagement despite market volatility [8] - The current positioning shows 28.19% of retail investors increasing their holdings, while 19.85% are reducing their positions, with 51.96% choosing to hold their positions steady [10]

Core Viewpoint - The film and theater sector experienced a slight increase of 0.44% on February 2, with Hengdian Film leading the gains, while the overall market indices, Shanghai Composite and Shenzhen Component, saw declines of 2.48% and 2.69% respectively [1] Group 1: Market Performance - The closing price of Hengdian Film was 28.05, reflecting a 10.00% increase with a trading volume of 26,700 shares and a transaction value of 74.93 million yuan [1] - Bona Film closed at 10.28, up 7.08%, with a trading volume of 2.06 million shares and a transaction value of 2.126 billion yuan [1] - The overall film and theater sector saw a net outflow of 406 million yuan from major funds, while retail investors contributed a net inflow of 103 million yuan [2] Group 2: Individual Stock Performance - Huayi Brothers experienced a significant decline of 16.22%, closing at 1.86 with a trading volume of 3.0589 million shares and a transaction value of 573 million yuan [2] - The stock of ST Tianze fell by 1.21%, closing at 20.39 with a trading volume of 14,600 shares and a transaction value of 3.02471 million yuan [2] - The stock of China Film remained relatively stable, closing at 17.77 with a slight decrease of 0.11% and a trading volume of 1.2849 million shares, resulting in a transaction value of 2.346 billion yuan [2] Group 3: Fund Flow Analysis - Major funds showed a net inflow of 104 million yuan into Bona Film, while retail investors had a net outflow of 68.75 million yuan [3] - Hengdian Film saw a net inflow of 15.66 million yuan from major funds, but retail investors had a net outflow of 15.58 million yuan [3] - The overall trend indicates a mixed sentiment among different investor types, with major funds pulling back while retail investors showed some interest in specific stocks [3]

Market Overview - The A-share market opened with mixed performance among the three major indices, followed by a downward trend with all indices falling over 1% [1] - As of the midday close, the Shanghai Composite Index decreased by 1.32%, the Shenzhen Component Index fell by 1.41%, and the ChiNext Index dropped by 1.18% [1][2] - The total trading volume for the half-day reached 1.66 trillion yuan, with nearly 3,500 stocks declining [1] Index Performance - Shanghai Composite Index: 4063.54, down 54.41 points (-1.32%) [2] - Shenzhen Component Index: 14006.25, down 199.65 points (-1.41%) [2] - ChiNext Index: 3306.94, down 39.41 points (-1.18%) [2] - CSI 300 Index: 4656.16, down 50.18 points (-1.07%) [2] - CSI 500 Index: 8179.80, down 190.72 points (-2.28%) [2] - CSI 1000 Index: 8105.79, down 149.07 points (-1.81%) [2] Sector Performance - The liquor sector showed strong performance with multiple stocks rising significantly [3] - The commercial aerospace sector was also active, with several stocks experiencing substantial gains [3] - Other sectors that performed well included optical communication, CPO concepts, and superhard materials [3] - Conversely, the three major telecom operators collectively weakened, and the chip industry chain continued to decline, particularly in the storage sector [3] - Other sectors with notable declines included non-ferrous metals, oil and gas, agriculture, and semiconductors [3]

中国经济网北京2月2日讯 A股市场全天震荡调整。截至今日收盘，上证综指报4015.75点，跌幅2.48%，成 交额11635.33亿元；深证成指报13824.35点，跌幅2.69%，成交额14212.32亿元；创业板指报3264.11点，跌 幅2.46%，成交额6768.91亿元。 板块方面，白酒、电网设备板块涨幅居前，贵金属、油气开采及服务、工业金属等板块跌幅居前。 | 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 | 白酒 | 2.60 | 573.98 | 363.45 | 6.54 | 19 | 1 | | 2 | 电网设备 | 2.09 | 4993.40 | 750.44 | 10.93 | 91 | 43 | | 3 | 银行 | -0.26 | 5472.13 | 417.21 | 23.77 | 17 | 24 | | র্ব | 影视院线 | -0.34 | 1654.92 | 1 ...

各位朋友中午好，我是帮主。上午收盘，估计很多朋友心里都咯噔一下：三大指数齐刷刷跌超1%，整 个盘面绿油油一片。但如果你仔细看，会发现这场下跌"戏份"分配得非常不匀——跌幅榜上，清一色是 前几天还风光无限的有色、黄金、化工等资源股，多只股票直接被按在跌停板上；而另一边，电网设 备、影视这些板块却逆势走强，涨停个股不少。这市场，一边是海水，一边是火焰，到底发生了什么？ 咱们用中长线的视角，来盘盘这盘面背后的门道。 第一，对于大跌的资源板块，务必保持冷静，切勿盲目抄底。 尤其要记住我们之前总结的教训：趋势 死于加速。第一次强分歧后的反弹或许可以博弈，但像今天这样群体性、崩溃式的第二次大跌，往往意 味着逻辑短期证伪，需要更长时间消化。保护本金，不接飞刀，是第一条纪律。 第二，将注意力从"跌幅榜"转向"抗跌榜"和"活跃榜"。 下午重点观察两个方向：一是像电网设备这 样，有强劲产业逻辑支撑、上午逆势走强的板块，其强度能否持续；二是关注是否有新的、低位板块能 承接流出的资金。这能帮助我们判断市场调整的性质和下一步可能的方向。 第三，利用市场波动，审视和优化自己的持仓结构。 问自己一个问题：我持有的公司，其上涨是依赖 于大宗 ...