CTV 13 CCTV Con 冠 间 《飞驰人生3》 - 拍摄取 四川·甘孜 2026年"跟着电影去旅游"活动启动 CCTV/13 新 间 猫摄取景地 2(2《镖人:风起大漠》 克拉玛依 央视网消息：2月4日，中宣部电影局、文化和旅游部资源开发司共同组织的2026年"跟着电影去旅游"活动，在广东深圳举行全国启动仪 式。 启动仪式上，围绕春节档即将上映的新片《惊蛰无声》《飞驰人生3》《镖人：风起大漠》《熊猫计划之部落奇遇记》《熊出没·年年有 熊》《星河入梦》的电影拍摄取景地和故事发生地，集中推介了广东、浙江、重庆等地有关的景区景点。 新疆 · ~ 2026年"跟着电影去旅游" 活动启动 CCTV 13 新闻 3《熊猫计划之部落奇遇记》 拍摄取 云南 · 沧源翁丁村 2026年"跟着电影去旅游"活动启动 CCTN F A 1 4 4 门 新 《星河入梦》 拍摄取 * 2026年"跟着电影去旅游"活动启动 活动现场，广东省启动2026年全省"跟着电影去旅游"活动，发布21个地级市的60条"跟着电影游广东"路线以及"电影+"联动促消费活动。 中国建设银行、中国银联、上影集团、方特集团等有关企业发布一系列"电影+旅游 ...

Group 1 - The A-share film industry stocks experienced a collective surge, with Hengdian Film reaching the daily limit, and other companies like Happiness Blue Sea, Light Media, Bona Film, and others also showing significant gains [1] - Seven films have been scheduled for release during the Spring Festival, with six of them set to premiere on the first day of the new year [1] Group 2 - Hengdian Film saw a price increase of 10.01%, with a total market capitalization of 20.1 billion and a year-to-date increase of 90.95% [2] - Happiness Blue Sea increased by 7.87%, with a market cap of 8.943 billion and a year-to-date increase of 15.44% [2] - Light Media rose by 6.43%, with a market cap of 59.7 billion and a year-to-date increase of 24.24% [2] - Bona Film increased by 4.34%, with a market cap of 13.6 billion and a year-to-date increase of 29.74% [2] - Other companies like Jinyi Film, Huazhi Digital Media, and Huayi Brothers also reported gains of over 3% [1][2]

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。 ...

Core Insights - The Guangdong film market has achieved a strong start in 2026, with box office revenue exceeding 300 million yuan, accounting for 15% of the national total, marking a successful "opening red" for the year [1] - The province has launched eight major Spring Festival viewing benefits to stimulate holiday consumption through a "movie+" cross-industry integration model, enhancing cultural depth and technological highlights [1][4] Group 1: Film Industry Developments - The success of the Guangdong film market is attributed to high-quality content and technological advancements, with multiple major films set to release during the Spring Festival, including the comedy sequel "Flying Life 3" and the animated film "Boon Year" [2] - The film "Silent Awakening," produced in Shenzhen, marks a significant entry into contemporary national security themes, showcasing the city's role as a hub for the film industry [2] - The global premiere of the first zodiac animal film "Achieving Success" represents a milestone in domestic cinema, utilizing advanced LED projection technology and offering various viewing formats [3] Group 2: Spring Festival Viewing Benefits - Eight new Spring Festival viewing benefits have been introduced, including ticket discounts, cultural tourism collaborations, and public welfare screenings, aimed at enhancing the consumer experience [4][5] - Viewers can enjoy discounts and rewards through partnerships with financial institutions and local businesses, promoting a "ticket root economy" [5][6] - The "Follow the Movie Tour Guangdong" initiative offers themed routes across 21 cities, allowing viewers to explore filming locations while earning movie discounts [6][8] Group 3: Community Engagement and Cultural Integration - The "Movie + Food" initiative allows viewers to redeem discounts at partnered restaurants using movie tickets, creating a culinary experience linked to film viewing [7] - Special events such as "Movie + Market" will take place, combining film culture with local commerce, enhancing community engagement during the festive season [9] - Public welfare screenings will be organized for frontline workers and vulnerable groups, distributing 15,000 free tickets to promote inclusivity and community spirit [11] Group 4: Educational and Cultural Activities - The "Watch Movies, Play Science" initiative will integrate film with educational activities, featuring a series of events at the Guangdong Science Center during the Spring Festival [12] - Various cities in Guangdong are launching unique "movie+" activities to stimulate local consumption and cultural tourism, creating a vibrant festive atmosphere [13][14] Group 5: Market Regulation and Safety Measures - To ensure a smooth operation during the Spring Festival, Guangdong authorities are implementing measures to maintain market order and prevent fraudulent activities, ensuring a safe viewing environment for audiences [15]

Market Overview - A total of 68 stocks hit the daily limit, while 20 stocks faced limit down, resulting in a sealing rate of 77%. Notable stocks include Mingdiao Co. and Hangdian Co. with four consecutive limit ups, and Minbao Optoelectronics with three consecutive limit ups [1][3] - The Shanghai Composite Index rose by 0.85% to reclaim the 4100-point mark, while the Shenzhen Component Index increased by 0.21%. The ChiNext Index, however, fell by 0.4% [1][3] - The total trading volume in the Shanghai and Shenzhen markets was 2.48 trillion yuan, a decrease of 633 billion yuan from the previous trading day [1] Sector Performance - The coal, photovoltaic, real estate, and hydrogen energy sectors led the market gains, while AI applications, cloud computing, precious metals, and CPO concepts lagged behind [1][3] - The coal sector saw significant activity due to Indonesia's reduction in production quotas, which is expected to support domestic coal prices [8][16] - The hydrogen energy sector experienced a surge following favorable policies and increased focus on green hydrogen applications [7][19] Stock Analysis - The advancement rate for consecutive limit-up stocks dropped to 40%, with all stocks attempting to progress from four to five consecutive limit ups failing [3][4] - Stocks such as Mingdiao Co. and Hangdian Co. are highlighted for their strong performance in the home improvement and PCB sectors, respectively [4][30] - The AI application sector faced pressure, with many stocks experiencing declines of over 10% due to a broader market pullback in tech stocks [3][6] Real Estate Insights - The real estate sector showed signs of recovery, with significant increases in second-hand home transactions in major cities like Beijing and Shanghai, indicating a potential rebound in the housing market [9][20] - Despite the positive trends, concerns remain regarding the overall health of the real estate industry, as evidenced by substantial losses reported by major companies like Vanke [9] Future Outlook - The market is expected to continue experiencing volatility, with a divergence between traditional sectors like coal and real estate performing well, while tech-oriented sectors face challenges [10] - The Shanghai Composite Index's recovery above the 4100-point mark suggests potential for further gains, but the market will likely remain sensitive to external factors and sector rotations [10]

Core Viewpoint - The film and cinema sector experienced a decline of 3.77% on February 4, with Bona Film Group leading the drop [1] Group 1: Market Performance - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] - The film and cinema sector saw significant individual stock movements, with Bona Film Group's stock price dropping by 8.78% to 9.45 [2] - Major declines were observed in other companies such as Hengdian Film and Television (-6.74%), Huayi Brothers (-0.53%), and Wanda Film (-1.76%) [1][2] Group 2: Trading Volume and Capital Flow - The total net outflow of main funds in the film and cinema sector was 1.367 billion yuan, while retail investors saw a net inflow of 1.166 billion yuan [2] - The trading volume for Huayi Brothers was 1.396 million shares, with a transaction value of 259 million yuan [1] - The capital flow data indicates that retail investors were more active, with significant net inflows into several stocks despite the overall market decline [3]

【2月4日连板股分析：连板股晋级率40% 煤炭板块全线爆发】今日共68股涨停，连板股总数13只，其 中三连板及以上个股4只，上一交易日共10只连板股，连板股晋级率40%（不含ST股、退市股）。个股 方面，市场风险偏好仍有待修复，连板股表现不尽如人意，昨日3只4连板个股日内亏钱效应巨大，其中 万丰股份跌停，横店影视开盘一度触及涨停但最终收跌6.74%。今日多只大流量标的也遭遇重挫，成交 近300亿的中际旭创跌5%，成交超200亿的新易盛跌近7%，成交过百亿的信维通信、网宿科技跌超 10%，利欧股份跌超9%。板块方面，市场高低切换明显，高位的AI应用、CPO板块跌幅居前，而低位 的煤炭、白酒则获得资金持续流入。受印尼政府提出大幅减产计划的消息刺激，煤炭板块全线爆发，兖 矿能源、中煤能源、潞安环能等十余股涨停，中国神华、陕西煤业涨超7%。 转自：智通财经 ...

风险提示：提及个股仅用于行业事件分析，不构成任何个股推荐或投资建议。指数等短期涨跌仅供参 考，不代表其未来表现，亦不构成对基金业绩的承诺或保证。观点可能随市场环境变化而调整，不构成 投资建议或承诺。提及基金风险收益特征各不相同，敬请投资者仔细阅读基金法律文件，充分了解产品 要素、风险等级及收益分配原则，选择与自身风险承受能力匹配的产品，谨慎投资。 （文章来源：每日经济新闻） 影视ETF（516620）跟踪的是中证影视指数（930781），该指数从沪深市场中选取涉及视频、直播、游 戏、电影等符合新技术和新消费趋势的上市公司证券作为指数样本，侧重于影视内容制作及传播，以反 映中国影视及相关行业上市公司证券的整体表现。 2月4日，影视ETF（516620）回调超3%，传媒景气度持续上升，回调或可布局。 华源证券指出，目前传媒行业景气度仍在持续提升。电影/电视剧方向，《飞驰人生3》正式定档2026年 春节。同时，电视剧行业方面，国家广播电视总局印发实施《进一步丰富电视大屏内容促进广电视听内 容供给的若干举措》。国内长剧剧集制作方和长视频平台方在新政指导下，有望迎来内容创制和发展的 新阶段。此外，AI仍是全球产业叙事中 ...

Group 1 - The recent decline in overseas AI application sentiment has led to a divergence in market expectations regarding the pace of AI commercialization, impacting the media and film sector, which is a direct beneficiary of AI applications [1][2] - The core logic of the industry remains strong, with the State Administration of Radio and Television's "21 measures" systematically releasing supply-side vitality through relaxed regulations on episode counts, expedited reviews, and loosening restrictions on historical dramas [1] - Demand has been validated with projections indicating a national box office of 51.8 billion yuan in 2025, a year-on-year increase of 22%, and significant viewership growth in the drama sector, with 757 billion views and a 568% increase in daily investment flow [1] Group 2 - The upcoming Spring Festival is expected to catalyze the film sector, with several major films scheduled for release on the first day of the Lunar New Year, traditionally a peak period for box office contributions [1][2] - The recent market correction provides a more cost-effective entry point for investors focusing on the industry's recovery logic, as the combination of policy shifts, supply recovery, and validated demand creates a favorable investment environment [2] - The film ETF (516620) tracks the CSI Film Theme Index (930781), covering 50 constituent stocks across the entire film production, distribution, and channel industry chain, allowing for streamlined investment in the sector's recovery [2]

Investment Rating - The report maintains a "Buy" rating for several companies in the media sector, including Giant Network, Perfect World, and Kuaishou, among others [5][36]. Core Insights - The media industry showed a slight increase of 0.21% from January 26 to February 1, 2026, outperforming the Shanghai Composite Index, which decreased by 0.44% [12]. - The advertising and marketing sub-sector led the gains with an increase of 4.70%, while other segments like publishing and digital media saw declines [12]. - Significant developments in AI applications and gaming are highlighted, with Tencent's "Yuanbao" app reaching the top of the Apple App Store's free chart [2][17]. Market Performance - The media industry (Shenwan) increased by 0.21% during the specified period, while the Shanghai Composite Index decreased by 0.44% [12]. - The advertising and marketing sector led with a 4.70% increase, while publishing, digital media, gaming, and television broadcasting experienced declines of -0.75%, -1.31%, -1.94%, and -3.66% respectively [12]. Industry Key Data - AI Applications: Tencent's "Yuanbao" app achieved significant download growth, reaching 22.23 million downloads, with a notable 97.76% increase week-on-week [2][17]. - Gaming: The top five mobile games on iOS included "Honor of Kings" and "Peacekeeper Elite," with "Supernatural Action Group" surpassing 10 million daily active users [3][19]. - Film: The total box office for domestic films reached 283 million yuan, with "Zootopia 2" leading the weekly box office [28][30]. Investment Recommendations - The report emphasizes a positive outlook on AI applications and cultural exports, recommending focus on gaming, IP, short dramas, marketing, and publishing sectors [5][36]. - Specific companies highlighted for investment include Giant Network, Kuaishou, and Mango TV, among others [5][36].