今年国庆档电影市场持续火热。大麦娱乐数据显示，前6天总票房达15.39亿元。《志愿军：浴血和平》 《731》《刺杀小说家2》《浪浪人生》《震耳欲聋》暂列票房前五名，各片档期内票房均突破1亿元。 | CADI | 105.411 | 10/ DATAAT | | --- | --- | --- | | TOP4 | 广州 | 4203.21 (万) | | TOP5 | 成都 | 3957.97 (万) | 新京报讯(记者刘玮)"十一"黄金周，文娱市场呈现全新消费趋势。虎鲸文娱日前发布的《2025国庆假期 文娱消费报告》显示，线下演出日趋"下沉化""小众化"，三四五线城市演出总场次增长34.1%，脱口 秀、Livehouse等小众演出受到更多年轻人青睐；线上方面，大屏端观看时长同比上涨23%，其中动漫观 看时长激增76%，成国庆阖家欢"新纽带"。 虎鲸文娱日前发布《2025国庆假期文娱消费报告》。 线下市场：主旋律影片领跑，线下演出观演人次同比增长近四成 国庆档票房情况。 整体来看，国庆档影片涵盖历史战争、奇幻动作、家庭喜剧等多个类型，为观众带来丰富的观影体验。 票价方面，今年国庆档前6天的平均票价为36.8元 ...

【导读】英国央行发出警告 中国基金报记者泰勒 大家好，今天"开门红"！相信你们都挣到钱了吧，一起回顾一下市场发生了什么事情。 长假归来，A股"开门红" 10月9日，沪指全天震荡走强，站上3900点关口，刷新2015年8月以来新高。截至收盘，沪指涨1.32%， 深成指涨1.47%，创业板指涨0.73%。 | 内地股票 它 | | --- | | 行情 资金净流入 涨跌分布 | | 上证指数 深证成指 北证50 | | 3933.97 13725.56 1525.81 +51.20 +1.32% +199.05 +1.47% -2.82 -0.18% | | 科创50 创业板指 | | 1539.08 3261.82 6431.96 +43.79 +2.93% +23.66 +0.73% +83.02 +1.31% | | 沪深300 中证500 中证A500 | | 4709.48 7548.92 5708.29 +68.79 +1.48% +136.55 +1.84% +89.57 +1.59% | | 中证1000 深证100 中证红利 | | 7648.05 6038.30 20 5502.38 +73. ...

Core Viewpoint - The A-share market experienced significant gains on October 9, with the Shanghai Composite Index reaching its highest level since August 2015, driven by strong performances in sectors such as gold, nuclear fusion, and rare earths, while tourism and real estate sectors faced declines [1] Group 1: Market Performance - The Shanghai Composite Index rose by 1.32% to 3933.97 points, the Shenzhen Component increased by 1.47% to 13725.56 points, and the ChiNext Index gained 0.73% to 3261.82 points [1] - The total market turnover reached 2.67 trillion yuan, with over 3100 stocks rising and nearly 100 stocks hitting the daily limit [1] Group 2: Sector Highlights - The gold sector saw a surge, with multiple stocks including Shandong Gold and Zhongjin Gold hitting the daily limit, following a rise in COMEX gold futures by 1.42% to $4060.6 per ounce, marking a 4.45% increase during the National Day holiday [3] - The controllable nuclear fusion sector experienced a significant rally, with stocks like Haheng Huadong and Guoguang Electric hitting the daily limit, following key breakthroughs in the BEST project in Anhui [2] - The rare earth sector also rose sharply due to the Ministry of Commerce's announcement of export controls on related technologies, with stocks like Northern Rare Earth and Antai Rare Earth reaching their daily limits [6][1] Group 3: Institutional Insights - Huajin Securities noted that the market is likely to continue a slow bull trend post-holiday, with technology and cyclical sectors remaining dominant, supported by positive policies and external events [7][8] - CITIC Construction emphasized the strengthening of technology and gold as key investment themes, with a focus on AI and semiconductor sectors amid a stable economic backdrop [9] - Xinyu Securities highlighted the potential for a new upward momentum in the market, driven by global macroeconomic conditions and structural highlights, with a focus on sectors benefiting from the 14th Five-Year Plan [11]

Market Performance - On the first trading day of October, A-shares saw a significant rise, with the Shanghai Composite Index surpassing 3900 points for the first time in ten years, closing at 3933.97 points, up 1.32% [1] - The Shenzhen Component Index increased by 1.457%, while the ChiNext Index rose by 0.73%, and the STAR Market 50 Index surged by 2.93% [1][2] - The total market turnover reached 2.67 trillion yuan, an increase of 474.6 billion yuan compared to the previous trading day, with over 3100 stocks rising and nearly 100 stocks hitting the daily limit [1] Sector Performance - The precious metals sector experienced a surge, with gold stocks hitting the daily limit due to rising international gold prices during the National Day holiday [3] - The controlled nuclear fusion sector also saw significant gains, with Guoguang Electric hitting the daily limit with a 20% increase following recent milestone progress in the field [3] - The rare earth sector rose due to export controls imposed by the Ministry of Commerce on related overseas items, leading to multiple stocks, including Northern Rare Earth, hitting the daily limit [3] - Other sectors such as small metals, non-ferrous metals, lithium mining concepts, and superconducting concepts also performed well [3] Declining Sectors - The tourism and hotel sector faced declines, with daily per capita consumption dropping by 13% year-on-year during the holiday, leading to a more than 8% drop in Caesar Travel [3] - The real estate service sector also saw a downturn, with Huangting International hitting the daily limit down [3] - The film and entertainment sector weakened due to lower box office performance during the National Day holiday compared to the previous year, resulting in stocks like China Film and Hengdian Film hitting the daily limit down [3]

中国经济导报、中国发展网讯 "第一次见到云和梯田的云雾奇观，仿佛走进了仙境。"近日，《沉默的 真相》编剧刘国庆在"剧游浙江"影视文旅融合创作调研丽水行的活动中感叹道。这场汇聚了全国40多位 影视界大咖的考察，再次印证了浙江丽水作为"天然摄影棚"的独特魅力。 盘点这些年的影视作品，丽水的身影频繁出现。从早年风靡一时的《仙剑奇侠传》《花千骨》，到近年 热播的《雪中悍刀行》《与凤行》，再到获全国"五个一工程"奖的电视剧《麦香》乃至爆款游戏《黑神 话：悟空》……这片"九山半水半分田"的土地，究竟蕴藏着怎样的魅力，能持续不断地吸引众多影视行 业的目光，展现出十足的"吸影力"？ 自然维度：未经雕琢的天然质感 丽水与影视的缘分，早在1957年便已结下。"山中的凤凰为何不飞翔，山下的红花为何不发香……"当 年，表演艺术家张瑞芳在缙云仙都的溪畔唱响《凤凰之歌》，让丽水的山水第一次通过银幕走向全国。 《凤凰之歌》开启了丽水作为影视取景地的历史。随后，中国大陆第一部彩色宽银幕立体声音乐歌舞故 事片《阿诗玛》也在缙云上章村的芙蓉峡取景。截至2025年，仅缙云一地就已接待600余部影视作品取 景。 "丽水是一个自带'仙气'的地方，原生 ...

Market Performance - On the first trading day of October, A-shares opened higher, with the Shanghai Composite Index surpassing 3900 points for the first time in ten years, closing at 3933.97 points, up 1.32% [1] - The Shenzhen Component Index rose by 1.47%, while the ChiNext Index increased by 0.73%, and the STAR Market 50 Index surged by 2.93% [1] - The total market turnover reached 2.67 trillion yuan, an increase of 474.6 billion yuan compared to the previous trading day, with over 3100 stocks rising and nearly 100 stocks hitting the daily limit [1] Sector Performance - Precious metals and gold sectors saw a surge, with multiple stocks like Zhaojin Mining and Zhongjin Gold hitting the daily limit due to rising international gold prices during the National Day holiday [1] - The controlled nuclear fusion sector experienced significant growth following recent milestone advancements, with Guoguang Electric hitting a 20% limit up [1] - The rare earth sector also rose due to export controls on related items, with stocks like Northern Rare Earth and Antai Rare Earth reaching their daily limits [1] - Other sectors such as small metals, non-ferrous metals, lithium mining concepts, and superconducting concepts showed strong performance [1] Declining Sectors - The tourism and hotel sector declined, with daily per capita consumption during the holiday dropping by 13% year-on-year, leading to a more than 8% drop in stocks like Caesar Travel [1] - The real estate service sector also faced losses, with Huangting International hitting the daily limit down [1] - The film and television sector weakened due to lower box office revenues compared to the previous year, with stocks like China Film and Hengdian Film hitting their daily limits down [1] - Other sectors such as duty-free, short drama concepts, and millet economy also experienced significant declines [1] Top Gainers and Fund Inflows - Precious metals topped the gainers list with a 9.28% increase, followed by basic metals at 6.52% and power generation equipment at 6.279% [2] - The electricity sector rose by 2.89%, while steel and coal sectors increased by 2.83% and 2.749% respectively [2]

Core Insights - The entertainment consumption report for the National Day holiday indicates significant growth in domestic performance projects and audience attendance, highlighting a shift towards smaller, niche events in lower-tier cities [1][2] Group 1: Performance and Attendance Growth - From October 1 to 6, the total number of domestic performance projects exceeded 3,100, representing a year-on-year increase of 12.3% [1] - The total number of performances reached nearly 15,000, up approximately 4.4% year-on-year [1] - Total audience attendance reached 1.94 million, showing a year-on-year growth of 39.5% [1] - The fastest-growing categories include sports events, music festivals, and concerts, with audience attendance increasing by 264%, 66.6%, and 39.7% respectively [1] Group 2: Market Trends in Lower-Tier Cities - There is a notable trend of performances becoming more "downward" and "niche," with total performances in third to fifth-tier cities increasing by 34.1% and total box office revenue rising by 86.6% year-on-year [1] - Niche performances such as stand-up comedy and Livehouse events are gaining popularity among younger audiences, with theater performances and stand-up comedy ticket sales increasing by 16.8% and Livehouse ticket sales growing by over 16% year-on-year [1] Group 3: Box Office Performance - The total box office revenue for the first six days of the National Day holiday reached 1.539 billion yuan [2] - The top five films during this period each surpassed 100 million yuan in box office revenue, with audience preferences varying by region [2] - The average ticket price during the first six days was 36.8 yuan, down from 40.4 yuan in the same period last year, indicating a lower barrier to entry for moviegoers [2] Group 4: Online and Offline Consumption Trends - The report indicates that the 30 to 39 age group is becoming the main force in "home entertainment," with their viewing time during the holiday increasing by 38.2% compared to the week before the holiday [2] - In contrast, older adults show a stronger willingness for offline cultural consumption, reflecting differing vacation needs across age groups [2]

中金主要观点如下： 头部影片欠缺，档期票房表现平淡 2025年国庆档前7天票房17.3亿元，较去年同期下降17.8%，低于预期；观影人次4,712万人次，较去年 同期下降9.6%；平均票价36.7元，较去年同期下降9.1%。分时间看，今年国庆档首日票房3.2亿元，同 比亦有下滑。因长假期集中出游分流影响且头部影片欠缺，档期票房不及预期。 档期影片票房较为均衡，渠道端竞争格局基本稳定 内容端：截至10月7日，由中国电影主控出品的《志愿军：浴血和平》实现票房为4.28亿元，票房占比 24.8%，《731》《刺杀小说家2》分别位列第二和第三，票房占比分别为19.2%和16.2%。今年档期单部 影片票房均未超5亿元(2024年同期有1部)，且1～3亿元影片数量居多，头部影片欠缺。渠道端：影投前 十名合计市场份额为33.1%，同比略有下降。当前影院竞争格局相对稳定。 智通财经APP获悉，中金发布研报称，根据艺恩数据，2025年国庆档(10月1日~10月7日)前7天总票房 17.3亿元(10月8日上午10时统计，含服务费，下同)，同比去年7天总票房下降17.8%，预计全档期8天票 房或低于此前预期的中性情形下的28亿元。 ...

量子计算商业落地有望加速。 长假后第一天，A股主要指数全线高开，上证指数突破3900点，科创50指数涨势最大，上午收盘涨幅超 过5%。 板块方面，贵金属、工业金属、小金属等资源板块大幅上涨，贵金属指数涨逾7%，紫金矿业股价再创 历史新高。芯片股也大幅飙升，华虹公司"20cm"涨停，中芯国际盘中一度大涨超9%，股价再创历史新 高。 跌幅居前的板块有影视院线、旅游景区、酒店餐饮等，多为消费板块。其中果麦文化"20cm"跌停，华 策影视、光线传媒等个股均跌超10%。国庆档电影市场遭遇低谷，且白酒动销同比也出现罕见下滑，大 消费出现普跌。 603300，近300万手封死跌停 海南华铁(603300)在国庆假期刷屏。9月30日晚间，海南华铁发布公告称，全资子公司华铁大黄蜂与杭 州X公司签署的《算力服务协议》终止。当晚上交所火速向海南华铁及其董监高下发监管函，就公司重 大合同终止相关事项明确监管要求。 10月8日晚间，海南华铁发布公告，公司持股5%以上股东、董事及总经理胡丹锋决定终止减持计划;并 计划自公告披露之日起1个月内，使用其自有资金或自筹资金，以集中竞价的方式增持公司股份，合计 拟增持金额不低于3000万元(含) ...

Core Viewpoint - The A-share and Hong Kong stock markets have shown strong performance post-holiday, driven by the synergy of policy benefits and industry trends, with significant gains in technology growth sectors and cyclical resource products [1] Market Performance - A-share market indices have demonstrated strong growth, with the Shanghai Composite Index rising 1.24% to 3931.07 points, marking a ten-year high; the ChiNext Index increased by 1.77% to 3295.58 points, and the Sci-Tech 50 Index surged 5.59% [2] - Over 3200 stocks in the A-share market rose, with a notable concentration of gains in nuclear power, gold, and semiconductor sectors, indicating a clear market focus on technology and resource sectors [2] - The Hong Kong market showed a slight recovery, with the Hang Seng Index up 0.04% to 26840.95 points, and the Hang Seng Tech Index rising 0.63% [2] Industry Highlights and Driving Logic - The A-share market's technology and resource sectors have formed a leading growth tier, with the metals sector rising 6.51% and gold stocks benefiting from international gold prices exceeding $4000 per ounce [3] - The semiconductor industry remains robust, with a projected 27% share of AI data center semiconductor sales by 2025, driven by price reversals in storage chips and domestic substitution logic [3] - In the Hong Kong market, cyclical and infrastructure sectors have performed well, with copper prices driven by supply shortages and demand from computing power [3] Underperforming Sectors and Driving Logic - Traditional consumer and cyclical sectors in the A-share market are under pressure, with the media sector down 1.5% due to disappointing box office results, and real estate stocks experiencing widespread declines [4] - The Hong Kong market's pharmaceutical and consumer electronics sectors are struggling, with innovative drug stocks facing policy risks and valuation adjustments [4] Investment Strategy Recommendations - The current market is positioned at a critical juncture of "intensive policy implementation and accelerated industry trends," with three main investment themes suggested for Q4 [5] - The technology growth sector remains a core focus, particularly in the AI industry chain, with opportunities in semiconductor equipment, storage chips, and AI applications [5] - The cyclical and resource sectors present significant supply-demand mismatch opportunities, particularly in precious metals and chemical sectors, with expectations of performance recovery [5] Policy-Driven Opportunities - The "14th Five-Year Plan" emphasizes new productivity areas such as AI and high-end manufacturing, with increased policy support for critical sectors like controlled nuclear fusion and semiconductor equipment [6] - The consumer sector may see marginal improvements, with low-valuation categories like home appliances and food and beverage potentially benefiting from upcoming consumption stimulus policies [6]