中京电子二连板，最新股价9.91元/股。消息面上，三大厂商退出DDR4，存储芯片涨价潮再度来袭。公司主营印制电路板(PCB)的研、产、销。公司 一季度实现营收7.43亿元，同比增长12.19%；归母净利润676.06万元，实现扭亏为盈。 | | | | | | 0月 17日旅行放到年以立新町 | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 代码 | 简称 | 收盘价 | 换手率 | 涨停板封单 | 封单资金 连板 | | 涨停原因 | | | | (元) | (%) | (万手) | (亿元) | 大数 | | | 002579 | 中京电子 | 9.91 | 2.63 | 39.53 | 3.92 | 2 | AI眼镜+PCB+小米概念+人形机器人 | | 002207 | 准溫股份 | 10.05 | 15.32 | 12.47 | 1.25 | 5 | 油气服务+订单增长+国企改革 | | 002424 | ST白灵 | 4.39 | 0.38 | 27.18 | 1.19 | 1 | 申请摘帽+苗药龙头+黄连解毒丸 | | 30048 ...

零食赛道又迎新玩家。6月16日，万达电影在上海油罐艺术中心举办了战略发布会，会上宣布，万达电影正式推出自研食饮品牌体系：情绪零食"三口小时光 TimiSnack"和主打健康水饮的"H2O TALKS与水说"。在当日，"三口小时光"已落位近300家万达影城，并将于6月30日，在全国所有的700余家万达影城和消 费者见面，H2O TALKS也即将上市。 发布会现场，宋茜、孟子义等送来开箱视频祝福 万达电影介绍，过往影院的餐饮售卖，为公司积累了大量的场景化洞察。基于当下，年轻人热衷将食品和情绪相关联的消费心理，万达电影正式启动了自研 食饮打造。作为独立品牌，三口小时光和H2O TALKS还将走出影城，全面布局线上线下全渠道，并通过公司旗下的澳洲第二大院线HOYTS，进军国际市 场。 "在快节奏的生活中，留住三口的快乐与一瓶水的温柔"，三口小时光和H2O TALKS，遵循高情绪贴合度的产品理念，希望让情绪补偿像充电宝一样随手可 得。三口小时光通过趣味包装设计和层次感风味研发，让每个撕开包装的动作都成为开启快乐的仪式。H2OTALKS的产品线布局，则将融入到各种饮用场 景陪伴用户。此外，三口小时光包装上的"三口小兔"， ...

Core Points - The 27th Shanghai International Film Festival "Belt and Road" Film Week was launched on June 18, featuring a theme of "Travel with Movies" and a series of activities including film screenings, cultural forums, and a lifestyle market [1][2] - This year's film week showcases 15 diverse films from Belt and Road countries, many of which have been nominated for major international film festivals, highlighting cross-cultural narratives and regional characteristics [2] - Prominent actors Huang Xiaoming, Tang Yan, and Yu Shi were appointed as ambassadors for the "Belt and Road" Film Week, aiming to enhance global film culture dissemination [3] Industry and Company Summary - The film week aims to create a dialogue platform for global filmmakers while providing immersive cultural consumption experiences for citizens and tourists, balancing professional and public engagement [1] - The event has been successful in attracting international filmmakers, with over 40 participants from more than 20 Belt and Road countries, discussing topics such as film industry cooperation and talent cultivation [3] - The festival also includes a voting system for audience favorites, with results to be announced during the "Charming Pudong Night" event on June 20 [2]

A股复盘 | 牛市多暴跌 / 2025.06.19 昨天乐了一天，今天直接麻了啊！ 下午这是咋了？难道就是因为美国要袭击伊朗吗？虽然亚太股市、欧股都在跌， 但是我一看以色列是涨的，怎么A股交钱交得这么痛快啊？ 今天一大早，又看到熟悉的华尔街日报的消息了，美国总统特朗普已告诉他的高 级助手， 称他已批准了对伊朗的攻击计划，但暂不下达最终命令， 以观察伊朗 是否会放弃其核计划。特朗普希望通过威胁手段迫使伊朗满足其要求。 开盘后彭博消息又来了！ 美国高级官员正在为未来几天可能对伊朗发动的打击做准备。这些知情人士表 示，局势仍在变化之中，一切都有可能改变。部 分人士指出，可能会在周末发动 打击。另有一名知情人士透露，联邦多个关键机构的高级领导人已开始为攻击做 准备。 大A市场 一怕过节，二怕开会， 三怕出军费 李鲲朗 广东 7分钟前 A股：股民的耶路撒冷 S 山西 13分钟前 真铭记了 俊猛 福建 14分钟前 "上市是起点不是终点，融资是工具不是目的 亏钱是起点还是终点包 观察者网 \ v > 06月18日 19:00 来自 微博视频号 #伊朗 今晚大事#【#伊朗媒体宣告今晚将发生一件大事#】18日,伊朗国家媒体发帖 ...

Core Viewpoint - The 2024 Annual General Meeting of Zhongshi Media Co., Ltd. aims to uphold investor rights and ensure orderly proceedings while discussing key reports and proposals for the company's future direction and governance [1][2]. Meeting Agenda - The meeting will cover various reports including the Board of Directors' work report, Supervisory Board's work report, financial settlement report, profit distribution plan, and proposals for the remuneration of directors and supervisors [2][3]. Financial Performance - In 2024, Zhongshi Media achieved a revenue of approximately 1.14 billion yuan, representing a year-on-year growth of 2.03%. The net profit attributable to shareholders was approximately 43.85 million yuan [3][4]. Business Strategy - The company focuses on core business areas, enhancing cross-strait services, expanding external markets, and upgrading operations to seek growth. The advertising segment is exploring new digital marketing models, while the tourism segment is enhancing cultural experiences [4][6]. Governance and Compliance - The Board of Directors is committed to improving governance structures in response to regulatory changes, ensuring compliance with laws and regulations, and enhancing risk management practices [6][7]. Information Disclosure - The company emphasizes the importance of transparent information disclosure and investor relations management, aiming to build trust and enhance its corporate image in the capital market [7][8]. Profit Distribution Plan - The proposed profit distribution plan for 2024 includes a cash dividend of 0.34 yuan per 10 shares, totaling approximately 13.52 million yuan, with no capital reserve conversion into shares [12][22]. Audit and Financial Oversight - The financial report for 2024 received a standard unqualified audit opinion from the auditing firm, indicating that the financial statements fairly represent the company's financial position [19][21]. Use of Idle Funds - The company plans to utilize idle funds for low-risk short-term financial products, with a maximum investment of 300 million yuan, ensuring that daily operations and liquidity needs are not affected [28][29].

Summary of Conference Call Records Industry Overview - The gaming sector is experiencing stable policies focusing on three main themes: overseas expansion, technology, and new consumption. Starting from September 2024, there will be an emphasis on promoting high-quality games for cultural export, with consumption policies for gaming and entertainment set to boost in March 2025 [5][6][7]. - Regional policies in Guangdong and Zhejiang are being implemented to support the gaming industry, with Guangdong focusing on industrial chain collaboration and Zhejiang emphasizing international ecological development [5][6]. Key Points on Gaming Sector - The approval process for game licenses is normal, with a slight increase in the number of licenses issued monthly for both imported and domestic games [5][6]. - From May 2025, there has been a noticeable increase in the supply of gaming products, particularly benefiting mid-sized developers and mobile games, as major players like Tencent and NetEase focus more on PC games [6][7]. - A-share leading gaming companies are currently valued at around 20 times earnings, with potential to rise to 25 times as product diversity increases. Recommended companies include Gigabit, Giant Network, Kaiying Network, and Hong Kong-listed Xindong [7]. AI Video Industry Insights - The AI video sector is seeing significant advancements in multi-modal technology, with Kuaishou being a standout performer. The company is expected to achieve a valuation premium due to its strong commercialization capabilities [8][9]. - Kuaishou is utilizing a dual-driven monetization model, focusing on both paid penetration and scenario expansion to achieve profitability. The company is exploring various fields including film production, advertising, and game development [8]. Financial Projections for Kuaishou - Kuaishou's AI video tools are estimated to be valued at approximately $6 billion, with projected revenue of $200 million by the end of 2025. The expected net profit for Kuaishou in 2025 is around 20.1 billion yuan, based on a 30 times valuation multiple [9]. Film Industry Performance - The film industry has seen a significant decline in box office revenue, with May's total box office at approximately 1.742 billion yuan, down 41% year-on-year. The number of viewers also dropped by 40% [10]. - The upcoming summer film season is expected to show greater elasticity and recovery, with a larger capacity for headlining commercial films. The summer season runs from June 1 to August 31, with a mix of imported and domestic films scheduled for release [10][11]. Digital Media Performance - In May, active users for major digital media platforms were reported as follows: iQIYI (350 million), Tencent Video (370 million), Mango TV (280 million), and Youku (200 million). Mango TV and Youku saw increases, while iQIYI and Tencent Video experienced declines [12][13]. - The summer period is considered the best window for historical dramas and major S-level series, with several anticipated releases already in the pipeline [13]. Conclusion - The gaming and AI video industries are poised for growth, driven by favorable policies and technological advancements. The film industry is expected to recover during the summer season, while digital media platforms continue to adapt to changing viewer preferences.

Market Overview - On June 19, A-shares experienced a collective decline, with the Shanghai Composite Index down by 0.79%, the Shenzhen Component Index down by 1.21%, and the ChiNext Index down by 1.36%. The North Star 50 Index fell by 1.98% [1] - The total market turnover reached 12,808 billion yuan, an increase of 591 billion yuan compared to the previous day. Over 4,600 stocks in the market closed in the red [1] - Notably, from April 21 to June 19, A-shares have seen a continuous turnover exceeding 10 trillion yuan for 40 trading days [1] Industry Insights Oil and Gas Sector - The oil and gas sector showed resilience, with oil and gas extraction, service, and petroleum processing trade sectors performing well [3] - Ongoing conflicts between Israel and Iran have heightened market tensions, leading to increased risks of supply disruptions and geopolitical uncertainties, which may exert upward pressure on global oil prices [3] - Future developments, whether military escalations or diplomatic breakthroughs, are expected to significantly impact oil price trends [3] Short Drama Game Concept - The short drama game concept experienced a surge, with the film and theater sector also showing active performance, resulting in multiple stocks hitting the daily limit [4] - Tencent launched a new short drama mini-program on WeChat, following the earlier release of "Mars Watch Drama," which supports free viewing and sharing of short dramas [4] - The short drama market is witnessing explosive growth, with current annual market size estimated between 30 billion to 35 billion yuan, projected to exceed 50 billion yuan next year [4] - The favorable policy environment and the deep integration of short dramas with gaming are creating new business models, enhancing user engagement and expanding monetization opportunities for related companies [4]

2025 年 06 月 19 日 公司研究 评级：买入(维持) 研究所： 证券分析师： 杨仁文 S0350521120001 yangrw@ghzq.com.cn 证券分析师： 方博云 S0350521120002 fangby@ghzq.com.cn [Table_Title] 向超级娱乐空间全面迈进，有望重塑增长逻辑 ——万达电影（002739）公司点评 最近一年走势 | 相对沪深 300 | 表现 | | 2025/06/18 | | --- | --- | --- | --- | | 表现 | 1M | 3M | 12M | | 万达电影 | 6.1% | -7.4% | -13.4% | | 沪深 300 | -0.4% | -3.3% | 9.3% | | 市场数据 | 2025/06/18 | | --- | --- | | 当前价格（元） | 11.33 | | 52 周价格区间（元） | 8.90-14.08 | | 总市值（百万） | 23,926.45 | | 流通市值（百万） | 23,627.42 | | 总股本（万股） | 211,177.87 | | 流通股本（万股） | 208 ...

Group 1 - The stock of Baina Qiancheng reached the daily limit with a closing price increase of 20.00%, resulting in a turnover rate of 19.98% and a transaction volume of 1.077 billion yuan [2] - The net inflow of funds for the stock was 213 million yuan, with a significant single order net inflow of 248 million yuan, while large orders saw a net outflow of 35.49 million yuan [2] - Over the past five days, the net inflow of main funds amounted to 176 million yuan [2] Group 2 - The top five trading departments accounted for a total transaction volume of 335 million yuan, with a net buying amount of 131 million yuan [2] - The largest buying department was Guotai Junan Securities, with a buying amount of 91.95 million yuan, while the largest selling department was also Guotai Junan Securities, with a selling amount of 28.89 million yuan [2] - The stock was included in the list due to its closing price increase, with the net buying from the Shenzhen Stock Connect being 753,600 yuan [2]

Group 1 - The three major indices experienced a significant adjustment, with the Shanghai Composite Index down 0.79%, the Shenzhen Component down 1.21%, and the ChiNext Index down 1.36%. Over 600 stocks rose, with a total trading volume of approximately 1.25 trillion yuan [2] - Oil and gas concept stocks surged, with Shouhua Gas rising by 20%, Tongyuan Petroleum up over 11%, and other companies like Junyou Co., Zhongman Petroleum, and CNOOC Services also seeing gains. The rise in international oil prices is attributed to the conflict between Iran and Israel, with potential U.S. intervention leading to further price increases [2] - The film and television industry saw strong performance, with companies like Baina Qiancheng and Ciweng Media rising by 20% and 10% respectively. Baina Qiancheng signed a film authorization contract worth 372 million yuan, which is expected to significantly boost its 2025 performance [2] Group 2 - The semiconductor and PCB sectors also showed strength, with Juxin Technology rising by 13.8% and Nord Shares by 10%. A recent report from CITIC Securities highlighted the challenges in obtaining advanced manufacturing and packaging capacity overseas, indicating a strong demand and weak supply situation in the domestic semiconductor industry [3] - The previously popular sectors such as controlled nuclear fusion, rare earth permanent magnets, and digital currency saw declines, with companies like Hezhong Intelligent and Hailian Jinhui dropping by 10% and over 7% respectively [3][4] - Other sectors including non-ferrous metals, healthcare, real estate, and securities also weakened, with companies like Dongfang Caifu and Vanke A experiencing declines [4]