从资金流向上来看，当日影视院线板块主力资金净流出8.13亿元，游资资金净流入2.92亿元，散户资金净 流入5.22亿元。影视院线板块个股资金流向见下表： 证券之星消息，1月16日影视院线板块较上一交易日下跌3.56%，博纳影业领跌。当日上证指数报收于 4101.91，下跌0.26%。深证成指报收于14281.08，下跌0.18%。影视院线板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603721 | *ST天择 | 22.56 | 4.98% | 6.04万 | | 1.36亿 | | 300528 | 幸福蓝海 | 21.59 | -1.95% | 16.09万 | | 3.49亿 | | 603103 | 横店影视 | 18.45 | -2.28% | 5.94万 | | 1.10亿 | | 002739 | 万达电影 | 11.23 | -2.35% | 72.38万 | | 8.18亿 | | 600977 | 中国电影 | 66'SI | -2. ...

广发证券指出，传媒及影视院线行业呈现积极态势。广电总局印发《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》，强调多措并举扶持优质内容，长视频行业有望迎来景气复苏的拐点。11月 电视剧备案数环比持续复苏，近期多个平台集中释放优质剧集，审核提效。建议关注26年春节档定档情 况，院线端建议关注万达电影、横店影视等。当前处于国产AI密集催化期，IP+AI视频产业链受到关 注。游戏方面，行业景气度有望在26年延续。广告营销领域，GEO新业态受到关注，AI重塑商业化的 趋势不变。 （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A股市场中选取涉及影视制作、发行 及放映等业务的上市公司证券作为指数样本，以反映影视产业链相关上市公司证券的整体表现。指数成 分覆盖内容创作、电视广播、视频媒体、院线等全产业链环节，体现文化娱乐产业的综合特点。 ...

| 序号 | 板块 | 涨跌幅(%)▼ | | 总成交量(万手) = 总成交额(亿元) ▼ | 净流入 (亿元) = | 上涨家数 | 下跌家数 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 电网设备 | 2.94 | 5532.63 | 821.92 | -43.65 | 125 | 11 | | 2 | 未含体 | 2.65 | 2787.39 | 1907.17 | 112.68 | 148 | 23 | | 3 | 工程机械 | 2.54 | 512.63 | 90.12 | 3.08 | 29 | 7 | | র্ব | 电机 | 2.02 | 470.38 | 115.68 | 10.99 | 20 | 5 | | 5 | 自动化设备 | 1.81 | 746.15 | 315.21 | 14.53 | 72 | 17 | | 6 | 汽车零部件 | 1.40 | 4128.22 | 769.37 | 41.28 | 193 | રિ | | 7 | 通用设备 | 1.17 | 2181.81 | 532.05 | 23.18 ...

证券之星消息，1月15日影视院线板块较上一交易日下跌2.88%，欢瑞世纪领跌。当日上证指数报收于 4112.6，下跌0.33%。深证成指报收于14306.73，上涨0.41%。影视院线板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603721 | *ST天择 | 21.49 | 2.82% | 2.11万 | - 4485.45万 | | 603103 | 横店影视 | 18.88 | 0.27% | 6.38万 | 1.20亿 | | 002739 | 万达电影 | 11.50 | -0.78% | 60.67万 | 7.00亿 | | 600088 | 中视传媒 | 18.28 | -1.30% | 11.07万 | 2.02亿 | | 600977 | 中国电影 | 16.41 | -1.32% | 48.91万 | 7.99亿 | | 300528 | 辛福蓝海 | 22.02 | -1.70% | 19.71万 | 4.31亿 | | 002905 | 金逸影视 ...

证券之星消息，1月14日影视院线板块较上一交易日上涨1.01%，博纳影业领涨。当日上证指数报收于 4126.09，下跌0.31%。深证成指报收于14248.6，上涨0.56%。影视院线板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | --- | | 001330 | 博纳影业 | 9.62 | 5.60% | | 291.23万 | | 27.19亿 | | 000892 | 欢瑞世纪 | 9.01 | 4.65% | | 174.12万 | | 15.84亿 | | 600088 | 中视传媒 | 18.52 | 3.18% | | 21.90万 | | 4.07亿 | | 601595 | 上海电影 | 32.85 | 3.07% | 1 | 21.15万 | | 2668.9 | | 002343 | 蒸文传媒 | 8.16 | 2.90% | | 40.04万 | | 3.26亿 | | 300182 | 捷成股份 | 6.83 | 2.86% | | ...

Core Viewpoint - The film and cinema sector experienced a significant increase, with a 6.42% rise in the sector index on January 12, driven by strong performances from individual stocks like Baida Qiancheng, which surged by 19.98% [1] Group 1: Market Performance - The Shanghai Composite Index closed at 4165.29, up 1.09%, while the Shenzhen Component Index closed at 14366.91, up 1.75% [1] - The leading stock in the cinema sector, Baida Qiancheng, closed at 10.39 with a 19.98% increase, achieving a trading volume of 1.6786 million shares and a transaction value of 1.637 billion [1] - Other notable performers included Huace Film & TV, which rose by 14.35% to close at 10.36, and Huazhi Education Media, which increased by 10.94% to close at 9.43 [1] Group 2: Capital Flow - The film and cinema sector saw a net inflow of 722 million in main funds, while retail investors experienced a net outflow of 206 million [2] - The main capital inflow was led by Light Media, which attracted 320 million, while Huace Film & TV saw a net outflow of 177 million from retail investors [3] - Baida Qiancheng had a main capital inflow of approximately 95.94 million, but also faced a retail outflow of 69.62 million [3]

(责任编辑：马欣) | 序号 | 板块 | 涨跌幅(%)▼ | | 总成交量(万手) = 总成交额(亿元) ▼ | 净流入 (亿元) ▼ | 上涨家数 | 下跌家数 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 文化传媒 | 7.96 | 7244.83 | 947.88 | 4.59 | 82 | 2 | | 2 | IT服务 | 7.92 | 8224.94 | 1538.89 | 122.25 | 125 | 3 | | 3 | 软件开发 | 7.76 | 6402.23 | 1713.92 | 214.60 | 133 | র্ব | | র্ব | 军工电子 | 7.34 | 4143.92 | 1315.90 | 58.34 | 28 | ব | | 5 | 影视院线 | 6.48 | 1975.38 | 192.99 | 20.39 | 19 | 1 | | 6 | 游戏 | 5.98 | 2981.43 | 508.09 | 43.01 | 21 | 3 | | 7 | 互联网电商 | 5.59 | 713.45 | 106 ...

中国经济网北京1月12日讯 A股三大指数今日早盘集体上涨，截至午间收盘，上证综指报4151.14点，涨幅 0.75%；深证成指报14305.10点，涨幅1.31%；创业板指报3366.71点，涨幅1.17%。 (责任编辑：马欣) | 序号 | 板块 | 涨跌幅(%)▼ | | 总成交量（万手） = 总成交额（亿元）▼ | 净流入 (亿元) ▼ | 上涨家数 | 下跌家数 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 文化传媒 | 7.38 | 5510.93 | 750.41 | 13.47 | 81 | 3 | | 2 | 军工电子 | 7.00 | 2959.18 | 897.60 | 57.40 | 28 | ব | | 3 | IT服务 | 6.78 | 5617.40 | 1036.79 | 89.60 | 125 | 3 | | 4 | 软件开发 | 6.12 | 4072.99 | 1055.59 | 128.15 | 132 | 4 | | 5 | 影视院线 | 5.82 | 1321.53 | 128.50 | 16.59 ...

Group 1 - The recent "opening red" in the A-share market reflects a warming macroeconomic environment and ample liquidity, which supports market risk appetite and attracts incremental capital into the market, creating a positive feedback loop between capital inflow and market rise [1][18] - Various types of trading funds have shown signs of accelerated entry, including a net inflow of 78.9 billion yuan in margin financing since the beginning of the year, and daily net inflows of retail funds returning to around 30 billion yuan [1][6] - The consensus among different types of funds regarding the main themes has strengthened, focusing on sectors such as TMT (storage, AI applications), military industry (commercial aerospace), non-ferrous metals, new energy (controlled nuclear fusion), machinery (robots), and pharmaceuticals (innovative drugs, brain-machine interfaces) [6][13] Group 2 - The global stock markets are experiencing a strong start in 2026, driven by common macro and industrial narratives, with A-shares reflecting these global trends [13][18] - Key events such as geopolitical changes and new industrial trends are influencing the market, including the rise in resource strategic value due to geopolitical events in Venezuela and innovations showcased at the CES [13][18] - The recent "opening red" is characterized by concentrated hotspots and theme-driven trading, with upcoming earnings reports expected to play a significant role in market direction [33] Group 3 - The market is currently in a window where downside risks are limited, while there is significant potential for upside, supported by improved PMI and price data, as well as a favorable calendar effect in February [19][30] - The commercial aerospace sector has seen significant recent gains, but concerns about its current crowdedness and sustainability are emerging, especially with the upcoming earnings forecast disclosures [22][30] - The focus for future investments should include sectors with upward revisions in profit forecasts, particularly in technology, advanced manufacturing, cyclical industries, and consumer sectors [33][34]

智通财经APP获悉，兴业证券发布研报称，往后看，上证"十六连阳"、突破关键点位、成交额破3万亿等一系列标志性事件对于趋势和信心的强化，有助 于市场各方参与积极性抬升，为本轮春季行情奠定良好开局。历史上单日成交额破3万亿后，后续均出现了至少月度级别的行情。本轮"开门红"在全球共 性叙事映射下，热点集中、主题驱动的特征比较明显。随着上市公司年报预告陆续披露，业绩将成为阶段性主导市场的重要因素，市场或将围绕业绩进行 一轮结构上的调整，前期热点板块面临业绩验证，同时部分低位绩优板块也有望承接新一轮资金流入。 兴业证券主要观点如下： 一、本轮开门红：一个容易忽视的背景 随着市场风险偏好改善逐步与资金入场形成正循环，支撑前期躁动的流动性等因素在1月仍具备一定延续性，开门红值得期待。本周市场迎来强劲开局， 上证指数一举突破关键点位走出"十六连阳"，行情的强度和持续性可以说超出了不少投资者的预期。 本轮"开门红"，首先反映的是近期宏观数据偏暖、流动性充裕为市场风险偏好托底下，前期躁动行情积累的赚钱效应正在逐步吸引增量资金入市，形成资 金流入与市场上涨相互强化的正循环。我们跟踪的各类交易型资金近期均有加速入场的迹象，包括：1） ...