这样的成绩，并非偶然，而是过去一年短剧快速进化、全面爆发，实现市场规模突破千亿大关后的必然结果。与此同时，短剧演员也集体在内娱"上桌"， 接连获得主流电影节、网络盛典的认可与品牌代言的青睐，迎来了人气与事业的双重高峰。 2026年文娱春节档延续了近期行业态势，长剧、电影表现波澜不惊，短剧则依旧锋芒毕露。红果平台诞生了四部观看量破10亿、站内热度值破亿的"双破 亿"作品，稳稳握牢了流量密码。 春节期间，短剧演员的影响力持续释放，红果平台的春节档片单更是集齐了观众耳熟能详的短剧顶流。不少作品尚未开播，便已在社交平台提前造势，与 长剧、电影演员同台争夺热搜。而在十几场春晚舞台上，短剧顶流们的存在感更是拉满，实现了作品霸屏与跨界破圈的双重爆发。 另一边，今年春节档AI漫剧，尤其是AI仿真人漫剧飞速进化。业内人士预测，2026年将是AI仿真人剧大爆发的一年，大量演员可能面临无戏可拍的处 境。刚刚升咖坐上内娱桌的短剧顶流们，该何去何从？ 这个春节，短剧顶流刷足存在感 今年多部短剧在春节档集中出圈，无论是热度爆表的经典续作，还是反套路喜剧、都市情感、法治与非遗类的垂直精品，都让人眼前一亮。 这些作品之所以能脱颖而出，除了内 ...

Core Insights - The report highlights the performance of various sectors in the A-share market, indicating a mixed trend with certain industries like battery and communication resources leading the gains while others like tourism and media lag behind [6][9][10] - The report emphasizes the importance of macroeconomic data and policy changes in shaping market expectations and investment strategies [8][12][20] Domestic Market Performance - The Shanghai Composite Index closed at 4,147.23 with a gain of 0.72%, while the Shenzhen Component Index closed at 14,475.87 with a gain of 1.29% [4] - The average P/E ratios for the Shanghai Composite and ChiNext are 16.93 and 53.12 respectively, indicating a favorable long-term investment environment [8][12] International Market Performance - Major international indices such as the Dow Jones and S&P 500 experienced declines of 0.67% and 0.45% respectively, reflecting a cautious global market sentiment [5] Industry Analysis - The aerospace and media sectors are noted for their strong performance, while the film industry faced a disappointing Spring Festival box office, with total revenue down 40.09% year-on-year [14][15] - The automotive industry is projected to benefit from policies promoting vehicle upgrades, with a target of replacing 500,000 vehicles by the end of 2026 [6][20] Investment Recommendations - The report suggests focusing on sectors such as electric batteries, communication devices, and aerospace for short-term investment opportunities due to their current market strength [12][20] - In the automotive sector, the report recommends monitoring companies involved in intelligent driving and robotics, as these areas are expected to see significant growth [20][28] Key Data Updates - The report notes that the automotive industry saw stable production and sales figures in January 2026, with a total of 245,000 vehicles produced and 234,700 sold [18] - The battery sector reported a 3.31% increase in the index, with a total of 94,500 electric vehicles sold in January, indicating a slight year-on-year increase [37]

假期收官，年味不散。"和你在北京"2026贺岁文化季将持续至3月3日，以不间断的文化服务，继续陪伴市民游客共度京味新春。 京津冀102场好戏连连看 上图：舞剧《五星出东方》在国家大剧院台湖剧场上演。 王小京摄 本报记者 路艳霞 今年新春，首文科集团整合旗下出版发行、演艺影视、传媒活动、文化服务四大板块资源，统一策划、统一品牌、统一行动，成功举办系列文化活动 ——"和你在北京"2026贺岁文化季。 自2月4日启动以来，截至2月23日，文化季共开展110场剧场演出，130场公共文化空间快闪及演出，600多场阅读分享、文化市集促销和线上推广等活动，惠 及近200万人次。 同时，首文科旗下近百位艺术家及演职人员，深度参与总台春晚及16个省市地区春晚，以精湛艺术向全国观众传递首都文化魅力。 40支"文艺轻骑兵"走街巷 北京图书大厦等门店"春节不打烊"，累计举办非遗体验、阅读分享等活动527场，实现"阅读+演艺+文创"跨界融合，接待客流15.07万人次。活动同步开展各 类直播近百场，观看量近80万人次，点赞量近200万。 春节假期，40支"文艺轻骑兵"穿梭于城市各个角落，累计开展快闪演出94场，触达观众约32万人次。在地 ...

2月25日，新华每日电讯第7版"特稿"版整版刊发《新名片里看乡村新景——安徽乡村变革六记》。 （来源：市场星报） 近期，新华社安徽分社6路小分队分赴皖北、皖西、皖南等地区的6个乡村蹲点调研，在捕捉乡村新名片 中，感受数字时代中国乡村变革的新活力、新气象。 滑雪场：大别山里长出"冷经济" 冬日午后，在大别山区800多米海拔高的山窝窝里，3条长短不一的滑雪道依山而落，最长的高级道长约 1200米，白茫茫的雪场在阳光照射下显得愈发明亮。粉的、蓝的、绿的……身着不同色彩滑雪服的游客 们穿梭滑行，夹杂着不同地方口音，扮靓了雪场，更热闹了山村。 这里是大别山滑雪旅游度假区，位于安徽省六安市霍山县漫水河镇新铺沟村，在北京冬奥会举办后，当 地依托高海拔、低气温的地理环境招引外地企业投资所建。 "近年冰雪运动热潮从东北、华北等传统优势区域向全国范围南展西扩东进，让大家认识到，南方也可 以发展冷经济。"六安市文化和旅游局局长秦国伟说，六安抢抓机遇积极发展冰雪运动，通过项目落地 提速、发放文旅惠民消费券等方式支撑保障，已形成大别山滑雪旅游度假区、金寨莲花山滑雪场等多个 品牌。 村咖：乡野间的"诗与远方" 沿着"皖南川藏线"一路向西 ...

Core Insights - The report highlights a significant increase in travel during the Spring Festival, with total passenger flow expected to reach 9.5 billion, marking a historical high. Self-driving remains the dominant mode of transport, with a daily average of 261 million trips, accounting for nearly 85% of total travel [13][35] - The report indicates a recovery in consumer spending, particularly in the retail and tourism sectors, driven by long holiday periods, consumption vouchers, and promotional events. Key retail and catering enterprises saw a daily average sales increase of 5.7% during the Spring Festival [25][30] - The film box office during the Spring Festival saw a significant decline, with revenues dropping to 5.752 billion, the lowest since 2018, and average ticket prices also decreased [31][34] Information Technology Industry - The Philadelphia Semiconductor Index and Taiwan Semiconductor Industry Index showed upward trends, with DRAM prices increasing and MLCC revenues rising significantly in January [4][7] - The report notes a general increase in prices across the semiconductor sector, with NAND index rising by 5.58% [8] Midstream Manufacturing - Prices in the new energy supply chain have generally increased, particularly for lithium raw materials, while sales growth in major engineering machinery companies showed mixed results [4][7] - The report mentions a decrease in the year-on-year growth rate of cargo throughput at Chinese ports, indicating a potential slowdown in midstream manufacturing activity [4][7] Consumer Demand - The report observes an increase in sugar prices, while pork prices have declined. The average wholesale price of pork fell by 0.17% [4][7] - The average ticket price for movies decreased by 5.9%, reflecting a broader trend of reduced consumer spending in the entertainment sector [31][34] Resource Products - The report indicates a decline in rebar prices, while coal prices remained stable. Brent crude oil prices increased, and the chemical product price index showed a general upward trend [4][7] - Industrial metal prices have generally risen, with copper, tin, zinc, cobalt, nickel, and aluminum prices increasing, while inventories for most metals have decreased [4][7] Financial and Real Estate Sector - The report highlights a net injection in the money market, with SHIBOR rates rising. A decrease in A-share turnover and daily transaction volume was noted [4][7] - The report indicates a decline in land transaction premium rates and a decrease in the area of commercial housing sold [4][7] Public Utilities - The report notes a decrease in natural gas ex-factory prices, while electricity generation growth rates have slowed [4][7]

2026年农历新年后的前两个交易日，A股市场迎来期待已久的放量普涨，三大指数气势如虹，但节前被 寄予厚望的影视板块却连续两日深度回调。 资本市场的冷暖分化，折射的或许并非简单的情绪波动，而是一次围绕春节档票房预期的修正。 反差强烈 2月24日至25日，A股整体情绪显著回暖。24日，上证指数上涨0.87%，深证成指上涨1.36%，创业板指 上涨0.99%，A股全天成交2.22万亿元。25日，三大指数继续全线飘红。截至收盘，沪指涨0.72%，深成 指涨1.29%，创业板指涨1.41%。全市场近3800股上涨，成交额2.46万亿元，较上一个交易日放量2605亿 元。磷化工、稀土永磁、油气航运等板块强势拉升，科技主线亦有资金回流迹象，场内呈现典型的结构 性繁荣。连续两个交易日全市场有超百股涨停。 然而，影视板块却走出了相反的轨迹。 2月24日，影视板块开盘即承压下行。以中证影视主题指数为代表的相关指数单日大幅回落，多只影视 股跌停。截至当天收盘，中证影视主题指数（930781）下跌6.73%，光线传媒（300251） （300251.SZ）、中国电影（600977）（600977.SH）、上海电影（601595）（6 ...

【没了爆款影视股就崩盘？#春节档电影是谁在拖后腿#】#春节档给影视股上了一课#今年春节档总场次 创下历史新高，观影人次却比去年少了6700万。马年A股开门红的热闹，半点没轮到影视股。如果说今 年缺个《哪吒2》那样的超级爆款，可能只对了一半。今年整个档期里，只有《飞驰人生3》凭着29亿票 房撑住场面，其余几部片子要么不及预期，要么直接沦为票房黑洞。节后首个交易日，影视ETF大跌超 7%，博纳影业、横店影视等多只影视股同步跌停，光线传媒更是直接20cm跌停。昨天盘后，光线传媒 连忙发公告说《惊蛰无声》分了500多万营收，言下之意就是在说这片子跟我关系不大；接着又晒出春 节档冠军《飞驰人生3》分了5000万左右票房的成绩单，试图证明"我也押中了宝。"博纳那边也急着澄 清，说春节档只投了《飞驰人生3》这一部爆款，可跌停板照样没躲过去。今天截至午间收盘，横店影 视、博纳影业再度触及跌停，中影续跌超8%，光线传媒跌幅也仍旧超过5%。当观众不再为阵容买单， 口碑才是唯一的通行证。@搜狐财经#春节消费节节高# 转自：贝壳财经 ...

（编辑 任世碧） 证券日报网讯 2月25日，横店影视发布公告称，公司股票于2026年2月24日、2月25日连续2个交易日内 日收盘价格跌幅偏离值累计超过20%，属于股票交易异常波动的情形。经公司自查并向控股股东及实际 控制人核实，截至本公告披露日，确认不存在应披露而未披露的重大信息。公司主营业务为影视投资、 制作、发行、电影放映及相关衍生业务，目前经营活动正常，市场环境、行业政策未发生重大调整，内 部生产经营秩序正常。敬请广大投资者注意投资风险。 ...

Core Insights - The A-share market for the film industry experienced a significant downturn following the Spring Festival, contrasting sharply with the previous year's performance [2][10] - The 2026 Spring Festival box office reached 57.52 billion yuan, but lacked a standout hit film, leading to a more competitive landscape without a single dominant player [4][10] - Despite the disappointing box office results, the film industry is supported by favorable policies and initiatives aimed at boosting consumer spending [5][11] Box Office Performance - The top film, "Flying Life 3," grossed 29.3 billion yuan, accounting for nearly half of the total box office, while other films like "Silent Invasion" and "The Wandering Earth" followed with 8.7 billion and 8.1 billion yuan respectively [4][10] - The absence of a blockbuster film similar to "Nezha" from the previous year has led to a more fragmented box office performance [10][12] Market Reaction - Following the Spring Festival, the A-share film sector saw a collective decline, with major companies like Light Media and China Film experiencing significant drops in stock prices [8][9] - Light Media's stock fell by 25.32%, while China Film and Wanda Film also saw declines of 18.23% and 10.99% respectively, reflecting a broader market sentiment shift [9][10] Industry Outlook - The film industry is benefiting from ongoing policy support, including the launch of 16 pilot cities for film consumption and a projected 1.2 billion yuan in subsidies for viewers [5][11] - Companies like Light Media and Wanda Film are expected to report substantial profit increases, with Light Media projecting a net profit of 1.5 to 1.9 billion yuan for 2025, a significant rise from the previous year's 292 million yuan [11][12] Challenges and Opportunities - The film industry faces challenges such as a lack of original blockbuster content and competition from micro-short dramas that capture audience attention [12][13] - However, there is potential for growth as the industry adapts to changing consumer preferences and seeks to diversify its offerings [12][13]

大公司： 横店影视：连续2日收盘价跌幅偏离值累计超20% 法国金融市场管理局2月25日公布的文件确认，截至2月19日，阿尔诺家族在路易威登集团（LVMH）的 持股比例已升至50.01%的资本份额和65.94%的表决权份额。（新浪财经） 宝莫股份：多位董高人员辞职，总经理代行董秘职责 36氪获悉，宝莫股份公告，因公司控制权转让后续安排，董事长陶旭城、副董事长冉卫东、董事文莉和 罗雅心辞职，文莉因工作交接将履职财务负责人至2026年2月28日，其余已完成交接。因工作内容和个 人原因，副总经理、董秘张世鹏和人事行政总监、证代廖媛媛也辞职，张世鹏仍任副总经理。截至公告 披露日，上述人员均未持股、无相关承诺问题。董事会指定总经理李鼎代行董秘职责，期限不超3个 月。 联想：基础设施业务第三财季营收同比增长超30% 联想集团执行副总裁兼中国区总裁刘军在内部邮件中特别指出，联想中国区基础设施业务取得里程碑式 进展。其中，服务器业务营收年比年增长17%，CSP（云基础设施）已拿下多家互联网厂商大单、营收 同比增长37.1%，E/SMB（企业基础设施）营收年比年提升52%；联想AI服务器业务实现两位数高速增 长，尤其在国内实现6 ...