其中，中际旭创为市值增长的核心驱动，其年内市值增长5393亿元，增幅389.46%，贡献了全省市值增 量的42.25%。而TOP5的其余四家企业，即山东黄金、杰瑞股份、潍柴动力、荣昌生物，市值增量均未 超过800亿元，全省市值增长贡献率未超过7%。 山东省市值缩量最为严重的企业为青岛啤酒、海尔智家、兖矿能源、东阿阿胶、山东出版，但其市值降 幅均未超过300亿元。 2025年，山东省A股上市公司市值增量为12764亿元，较年初市值增长34.40%。 MACD金叉信号形成，这些股涨势不错！ 责任编辑：公司观察 ...

Core Insights - The media industry in China has shown a steady revenue growth of 4.88% year-on-year, reaching a total revenue of 462.95 billion yuan for the first three quarters of 2025, with a notable increase of 7.51% in the third quarter alone [1] - The net profit attributable to shareholders for the media industry has significantly increased by 34.64% year-on-year, totaling 33.69 billion yuan for the first three quarters of 2025, with a 40.56% increase in the third quarter [1] - The gaming sector remains robust, supported by high demand for quality content and a rich product pipeline, while the marketing segment is experiencing moderate growth driven by increased advertising spending and efficiency improvements from AI and programmatic advertising [2] Industry Performance - The media industry achieved a revenue of 1,625.35 billion yuan in the third quarter of 2025, reflecting a quarter-on-quarter growth of 5.08% [1] - The net profit for the third quarter of 2025 was recorded at 112.56 billion yuan, showing a slight decline of 0.55% compared to the previous quarter [1] - The gaming sector's high performance is attributed to the trend of content-driven demand and the continuation of successful IP franchises [2] Index Composition - The CSI Hong Kong-Shanghai Gaming and Cultural Media Index includes 50 listed companies from various sectors such as gaming, film, television, marketing, publishing, education, and cultural performances [2] - The top ten weighted stocks in the index account for 56.18% of the total index weight, with major players including Tencent Holdings, Kuaishou, and Bilibili [3]

Group 1 - The Ministry of Commerce, the Central Propaganda Department, the Ministry of Culture and Tourism, and the National Radio and Television Administration jointly released the "Key Enterprises and Key Projects for National Cultural Export for 2025-2026," with 23 enterprises and projects from Shandong included [1] - The "Going Global" project of Nishan Book House is among the key national cultural export projects, marking its sixth inclusion. This initiative is a significant exploration and practice by Shandong Friendship Publishing House to promote Chinese publishing internationally [1] - As of now, 124 Nishan Book Houses have been established in 45 countries across Asia, Europe, America, Africa, and Oceania, with over 60,000 types of books reaching overseas readers [1] Group 2 - The list of key cultural export enterprises includes 22 companies from Shandong, such as Linshu Meiyi Craft Co., Ltd., Shandong Shanshi Maier Musical Instruments Co., Ltd., and Shandong Boli Glass Co., Ltd. [2] - Other notable companies include Linshu Jialiuw Craft Co., Ltd., Linyi Baiyun Craft Co., Ltd., and Shandong Chao Yue Light Industry Products Co., Ltd. [2] - The list also features companies like Jinan Hot Blood Network Technology Co., Ltd., Tai'an Zhizai Translation Co., Ltd., and Shandong Shuangze Information Technology Co., Ltd. [2]