证券日报网讯1月6日，百纳千成（300291）在互动平台回答投资者提问时表示，截至2025年12月31日， 公司股票持有人总数为46727户。 ...

证券日报网讯 1月5日，万达电影在互动平台回答投资者提问时表示，2025年，公司围绕"超级娱乐空 间"战略，以多元IP为核心，先后与《第五人格》《光与夜之恋》《恋与深空》《鸣潮》等头部游戏IP 开展联动活动，这些活动不仅在收入增长、客流拉动、用户转化等维度取得了成效，更重要的是为公司 探索出了新的商业模式，推动公司从"票房依赖"向"多元收入"转型。2026年公司将每月开展IP联动活 动，覆盖范围不止于游戏，还将拓展至影剧游融合、国际头部版权合作及艺术家联动等多元方向， 以"IP衍生+场景体验"为核心打造第二增长曲线。 （文章来源：证券日报） ...

1月5日，欢瑞世纪涨5.01%，截至发稿，报7.33元/股，成交3.82亿元，换手率7.48%，总市值71.91亿 元。 截至发稿，卢轶乔累计任职时间13年19天，现任基金资产总规模1.94亿元，任职期间最佳基金回报 85.54%， 任职期间最差基金回报-44.9%。 资料显示，欢瑞世纪联合股份有限公司位于北京市朝阳区望京东园四区1号楼君康人寿大厦30层，成立 日期1997年11月16日，上市日期1999年1月15日，公司主营业务涉及影视剧的制作发行、艺人经纪、游 戏及影视周边衍生业务。主营业务收入构成为：影视剧及衍生品67.91%，艺人经纪32.05%，电商 0.05%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 从基金十大重仓股角度 责任编辑：小浪快报 数据显示，银河基金旗下1只基金重仓欢瑞世纪。银河文体娱乐混合A（005585）三季度持有股数90万 股，占基金净值比例为4.9%，位居第十大重仓股。根据测算，今日浮盈赚取约31.5万元。 银河文体娱乐混合A（00 ...

华鑫证券研报指出，万达电影探索AI+IP夯实内容借资本深化娱乐空间战略。主业端，2026年内容储备 充沛科技赋能影院助力视听体验经济。内容端，2026年从元旦档到春节档再到暑假档，影片陆续定档 中，万达在手内容储备充沛如电影作品《欢迎来龙餐馆》《惊蛰无声》《转念花开》《流浪地球3》 《我们生活在南京》《蛮荒禁地》等，剧集作品如《折叠城市》《龙骨焚箱》《遇人不熟》等；线下媒 介放映终端，万达持续深化与IMAX、CINITY等战略合作提升视听体验；同时，通过"影游联动""跨界 联名"等技术+场景模式吸引用户，将影院从单一观影场所升级为文化社交平台。作为文化强国重要组 成的电影板块，大众对优质内容的需求韧性仍好，线下观影的体验经济仍具挖掘潜力，新供给与新需求 均有望助力主业持续夯实，作为头部电影院线公司，借力AI、IP、资本，持续深化娱乐空间战略，维 持"买入"投资评级。 ...

Group 1 - The 2026 New Year's Day box office achieved a total of 736 million yuan with 18.573 million admissions, marking a strong start for the year [1][2] - The Chinese film market rebounded significantly in 2025, with total box office surpassing 51.832 billion yuan and admissions reaching 1.238 billion, both showing over 20% year-on-year growth [4] - The recovery of the market is reflected in the performance of listed companies, with a notable divergence in their earnings, highlighting the importance of identifying blockbuster films [4][5] Group 2 - The diversity of film supply during the New Year's Day period, featuring both new and established titles, is a key driver for attracting audiences back to theaters [3][6] - The animation sector has emerged as a core growth engine, with 57 animated films contributing over 25 billion yuan to the box office in 2025, reshaping market dynamics [4][5] - The trend of consumption moving to lower-tier cities has reached a five-year high, becoming a crucial incremental market for the industry [5] Group 3 - Listed companies are strategically positioning themselves for the upcoming Spring Festival box office, with key projects like "Boonie Bears: Year of the Bear" and "Flying Life 3" already announced [6][7] - The industry is shifting towards long-term IP management and value extraction, moving beyond one-time box office successes [7] - The integration of AI technology in production and marketing processes is becoming more prevalent, enhancing efficiency and reducing costs in the film industry [7]

来源：财富中文网 2025年2月3日，甲骨文联合创始人、首席技术官兼执行董事长拉里・埃利森现身白宫。图片来源：Anna Moneymaker—Getty Image 甲骨文联合创始人拉里·埃利森正将这场关乎好莱坞未来的争夺战推向新高度。为助儿子大卫·埃利森（David Ellison）成功收购华纳兄弟 探索公司（Warner Bros. Discovery），老埃利森亲自出马。本周一，大卫旗下的派拉蒙天空之舞公司（Paramount Skydance）宣布，老埃 利森已为这笔交易提供404亿美元的"不可撤销个人担保"，有力回击了外界有关公司融资能力存疑的论调。 围绕华纳兄弟探索公司这场争夺战可谓一波三折。作为娱乐行业的"皇冠明珠"，华纳兄弟探索公司的归属始终牵动市场神经。去年8月， 大卫·埃利森出任合并后的派拉蒙天空之舞公司首席执行官后，便积极推动收购华纳兄弟，提出了一份1080亿美元的全现金收购要约，折 合每股约30美元。然而，华纳兄弟探索公司董事会却否决了这一方案，转而选择与奈飞（Netflix）达成协议，同意以约830亿美元的价格 出售其影视制作及流媒体资产。 华纳兄弟探索公司董事会之所以否决派拉蒙的收 ...

Investment Rating - The report assigns an "Overweight" rating for the media industry, particularly highlighting opportunities in the gaming sector [5]. Core Insights - The media index saw a maximum increase of over 40% in 2025, with the gaming index nearly doubling, indicating strong growth potential in the gaming sector [2][9]. - The film market is experiencing a trend of increasing concentration among top films, with imported films leading the box office during the New Year period [18][21]. Summary by Sections 1. Media Index Performance - The media index achieved a maximum increase of 42.24% in 2025, with a notable rise of 30% from January 2 to December 31 [8][9]. - The gaming sector outperformed all other sub-sectors, with a maximum increase of 98.45% in 2025, while other sectors like film exhibition benefited from the Spring Festival, nearing a 50% increase [9][17]. 2. Film Market Trends - The total box office for 2025 reached 51.8 billion yuan, a year-on-year increase of 22%, with over 1.2 billion admissions [18][20]. - The number of imported films exceeded 100 for the first time in five years, reaching 106, contributing significantly to box office revenues [21][22]. - The concentration of box office revenue among top films is increasing, with a few high-grossing films supporting the market [21][23]. 3. Recommendations for Companies - The report recommends focusing on companies in the gaming sector such as Giant Network, Century Huatong, and Perfect World, which are expected to perform well due to the release of new games and the performance of existing titles [17][27]. - For the film sector, companies involved in upcoming films for the Spring Festival, such as Maoyan Entertainment and Wanda Film, are highlighted as potential beneficiaries [27][28].

Investment Rating - The report maintains a "Buy" investment rating for Wanda Film [1] Core Insights - Wanda Film is focusing on enhancing its content and leveraging AI and IP to deepen its entertainment space strategy [5][6] - The company has a robust content pipeline for 2026, with various films and series scheduled for release, indicating strong content reserves [4] - The integration of technology in cinema experiences is expected to attract users and transform theaters into cultural social platforms [4] Summary by Sections Market Performance - The report highlights the performance of Wanda Film compared to the CSI 300 index, indicating a relative performance trend [2] Business Operations - Wanda Film has completed an investment in the interactive entertainment brand "Pailifang," which will enhance its cinema offerings and social engagement [5] - The company is actively embracing AI and IP innovations, including the launch of a digital rights platform and the development of AI interactive chips for toys [6] Financial Forecast - Revenue projections for 2025, 2026, and 2027 are estimated at 140.3 billion, 153.1 billion, and 166.9 billion yuan respectively, with net profits expected to reach 9.78 billion, 12.67 billion, and 15.20 billion yuan [7][10] - The earnings per share (EPS) are forecasted to be 0.46, 0.60, and 0.72 yuan for the same years, with corresponding price-to-earnings (P/E) ratios of 24.5, 18.9, and 15.7 [7][10]

今天(1月3日)，央视新闻频道CCTV13《朝闻天下》播出新闻《LED影厅虚拟现实电影提升观影体 验》，报道说，数字化LED影厅、虚拟现实电影等科技感观影模式火出圈儿，震撼的视觉效果搭配沉浸 式感官体验，广受影迷好评。位于贵州贵阳的越界园XR影院，拥有目前全国最大的XR影厅，XR电影 最大的突破是从"坐着看"变成了"走着玩"，观众可以在虚拟场景中自由行走探索。 记者：龙菊珍 一审：龙菊珍 二审：李柏杉 三审：罗 阳 ...

人生第一次啊朋友们！斥巨资开游泳卡，我7年前买的那件游泳衣终于有机会穿了。那件游泳衣自打买 了我就没游过泳，有几次甚至想要不洗澡的时候穿一回吧。老不搭理她，游泳衣都抑郁了。 至于上一次游泳是什么时候，20年是有的。所以这头一次下水我不确定自己还会不会游，就借了个浮 板，手搭在浮板上，头在水面之上，胳膊不动，靠腿蹬，游了150米。上来的时候连头发都没湿。扑腾 完哪都没疼。洗完澡从游泳馆出来，感觉哪都很通畅，那种舒服，跟跳操之后出一身汗不一样。不知道 运动之后的舒服分不分种类，但是这一种，很显然它适合我。 那是初春，乍暖还寒，下午两点的阳光照在身上暖洋洋的，通体舒泰，连呼吸都是享受。很想在阳光里 放声歌唱。 在《人物》写「消费记录」写到第六年了。先叉个腰、鼓个掌吧。 2025年的消费，最大的特点就是大多数时候理性回归。比如以前买花、植物，再怎么着，觉得「也就几 十块钱」，今年明显不是这样，绝大多数情况下，一盆花它要敢超过五十块钱，我就敢不买了。一个东 西如果可有可无，那就选无。类似「虽然同类衣服有好几件但是这个打一折耶」，这些症状基本绝迹 了。 但「不乱花钱了」不等于「什么钱都不花了」，毕竟买买买不是目的，开心、 ...