证券之星消息，10月10日文娱用品板块较上一交易日上涨0.31%，源飞宠物领涨。当日上证指数报收于 3897.03，下跌0.94%。深证成指报收于13355.42，下跌2.7%。文娱用品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) | | | --- | --- | --- | --- | --- | --- | --- | | 001222 | 源飞宠物 | 23.99 | 4.94% | 7.23万 | | 1.73亿 | | 002899 | 英派斯 | 24.04 | 3.04% | 8.41万 | | 2.01亿 | | 002678 | 珠江钢琴 | 4.44 | 2.54% | 13.89万 | | 6113.62万 | | 300703 | 创源股份 | 32.18 | 2.42% | ﺎ 11.08万 | | 3.61亿 | | 300651 | 金陵体育 | 22.78 | 2.11% | 10.93万 | | 2.51亿 | | 301335 | 天元宠物 | 31.48 | 2.01% | 4.10万 | | 1.29亿 | | ...

证券之星消息，10月9日文娱用品板块较上一交易日下跌0.23%，群兴玩具领跌。当日上证指数报收于 3933.97，上涨1.32%。深证成指报收于13725.56，上涨1.47%。文娱用品板块个股涨跌见下表： 从资金流向上来看，当日文娱用品板块主力资金净流出1.52亿元，游资资金净流入1.17亿元，散户资金净 流入3477.22万元。文娱用品板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002862 实丰文化 | | 1901.89万 | 14.92% | 282.99万 | 2.22% | -2184.88万 | -17.14% | | 300703 创源股份 | | 935.45万 | 3.89% | 1064.08万 | 4.42% | -1999.53万 | -8.31% | | 002899 | 英派斯 | 933.40万 | 6.77% | 191.89万 | 1.39% | ...

Investment Rating - The report maintains an investment rating of "Outperform the Market" for the light industry sector [7][11]. Core Insights - The light industry sector's revenue increased by 3.59% year-on-year in Q2 2025, reaching 1580.45 billion yuan, while H1 2025 saw a 2.34% increase to 2958.02 billion yuan. However, the net profit attributable to shareholders decreased by 23.98% to 72.05 billion yuan in Q2 2025, and by 20.32% to 136.67 billion yuan in H1 2025 [4][15]. - The paper industry experienced a revenue decline of 11.91%, while the home furnishing and packaging sectors achieved double-digit growth. The custom home furnishing segment faced pressure, while the soft furnishings performed relatively better [4][9][15]. Summary by Sections Overall Light Industry - The light industry sector's revenue growth is steady, but profitability is diverging across segments. The paper segment is under pressure, while home furnishing and packaging are performing well [4][15]. - The overall gross margin for the light industry decreased by 0.41 percentage points in Q2 2025 compared to the previous year, indicating profitability challenges [15][26]. Home Furnishing - The home furnishing sector's revenue grew by 10.68% year-on-year in Q2 2025, reaching 679.39 billion yuan, but net profit decreased slightly by 0.28% to 58.84 billion yuan [31]. - Custom orders are under pressure, while soft furnishings are performing better than expected. The sector is adapting to market conditions by adjusting pricing strategies [31][32]. Paper Industry - The paper segment's revenue fell by 11.91% to 425.04 billion yuan in Q2 2025, with a net profit of -7.47 billion yuan, indicating significant challenges [9][24]. - Despite the challenges, leading companies like Sun Paper are seeing a recovery in profitability, and there are expectations for price rebounds in the future [9][15]. Packaging - The packaging sector's revenue increased by 14.98% to 338.65 billion yuan in Q2 2025, with a net profit growth of 15.07% to 15.20 billion yuan, reflecting strong performance [9][33]. - The sector is benefiting from stable demand in consumer electronics and proactive overseas expansion strategies [9][15]. Entertainment Products - The entertainment products sector's revenue grew by 1.85% to 137.36 billion yuan in Q2 2025, but net profit decreased by 10.14% to 5.47 billion yuan, indicating pressure on profitability [10][42]. - The sector is seeing growth driven by new product launches and channel promotions, particularly in personal care and AI glasses [10][42]. Export Chain - The export chain's revenue increased by 5.01% to 199.59 billion yuan in Q2 2025, but net profit decreased by 3.53% to 16.86 billion yuan, highlighting mixed performance across companies [10][51]. - Tariff uncertainties are impacting orders, but companies with established overseas production capabilities are mitigating risks effectively [10][51].

证券之星消息，9月30日文娱用品板块较上一交易日上涨0.43%，明月镜片领涨。当日上证指数报收于 3882.78，上涨0.52%。深证成指报收于13526.51，上涨0.35%。文娱用品板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002899 | 英派斯 | 670.20万 | 6.68% | -1097.45万 | -10.94% | 427.26万 | 4.26% | | 605299 | 舒华体育 | 490.30万 | 17.34% | -329.60万 | -11.66% | -160.70万 | -5.69% | | 002862 | 实丰文化 | 406.65万 | 6.37% | 385.39万 | 6.04% | -792.04万 | -12.41% | | 301101 | 明月镜片 | 347.21万 | 2.01% | 589.75万 | 3.42% | -936.9 ...

从资金流向上来看，当日文娱用品板块主力资金净流出9299.06万元，游资资金净流出1836.39万元，散户 资金净流入1.11亿元。文娱用品板块个股资金流向见下表： 证券之星消息，9月29日文娱用品板块较上一交易日下跌0.83%，创源股份领跌。当日上证指数报收于 3862.53，上涨0.9%。深证成指报收于13479.43，上涨2.05%。文娱用品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) | | --- | --- | --- | --- | --- | --- | | 001300 | 三相硕 | 14.95 | 2.96% | 12.58万 | 2688T | | 002899 | 英派斯 | 23.04 | 1.36% | 7.37万 | 1.68亿 | | 300220 | 光源区带 | 15.61 | 1.17% | 2.77万 | 4311.12万 | | 001368 | 通达创智 | 24.40 | 0.91% | 1.04万 | 2525.49万 | | 301101 | 明月镜片 | 43.37 | 0.67% | 2.49万 | ...

证券之星消息，9月26日文娱用品板块较上一交易日下跌1.0%，明月镜片领跌。当日上证指数报收于 3828.11，下跌0.65%。深证成指报收于13209.0，下跌1.76%。文娱用品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) | | --- | --- | --- | --- | --- | --- | --- | | 002899 | 英派斯 | 22.73 | 3.13% | | 8.98万 | 2.04亿 | | 300329 | 海伦钢琴 | 13.55 | 1.04% | | 5.33万 | 7177.80万 | | 001300 | 三柏硕 | 14.52 | 0.69% | | 4.73万 | 6808.68万 | | 001222 | 源 飞宠物 | 23.43 | 0.43% | | 3.85万 | 9001.30万 | | 300703 | 创源股份 | 32.04 | -0.22% | | 7.70万 | 2.50亿 | | 300651 | 金陵体育 | 22.55 | -0.27% | | 6.64万 | 1.50亿 | ...

证券之星消息，9月25日文娱用品板块较上一交易日下跌0.24%，浙江正特领跌。当日上证指数报收于 3853.3，下跌0.01%。深证成指报收于13445.9，上涨0.67%。文娱用品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) | | | --- | --- | --- | --- | --- | --- | --- | | 002348 | 高乐股份 | 3.94 | 6.20% | 61.33万 | | 2.40亿 | | 002899 | 英派斯 | 22.04 | 4.75% | 10.61万 | | 2.33亿 | | 002678 | 珠江钢琴 | 4.55 | 3.17% | 36.02万 | | 1.68亿 | | 001300 | 三柏硕 | 14.42 | 1.41% | 5.75万 | | 8275.38万 | | 001222 | 源飞宠物 | 23.33 | 0.78% | 4.46万 | | 1.04亿 | | 002862 | 实丰文化 | 18.67 | 0.38% | 3.25万 | | 6099.31万 | | 300 ...

证券日报网讯 广博股份9月23日发布公告，在公司回答调研者提问时表示，2025年，公司聚焦新品类拓 展，重点推进卡牌、毛绒等新项目的孵化工作，并取得阶段性成果。作为公司重点布局的卡牌赛道首款 落地产品，"诛仙"卡牌依托经典IP的影响力与优质内容设计，顺利完成研发与生产，并成功推向市场。 在首发阶段，该产品凭借对"诛仙"IP核心元素的精准还原、精致的卡牌工艺，迅速获得目标用户群体的 关注与青睐，为公司卡牌品类的后续发展奠定了坚实基础。在毛绒品类孵化中，最新研发的"面包超 人""初音未来"系列毛绒挂件已于近期在线上线下渠道同步销售。其他IP联名毛绒挂件的开发工作正稳 步推进。 （编辑 任世碧） ...

（编辑 任世碧） 证券日报网讯 广博股份9月23日发布公告，在公司回答调研者提问时表示，2025年上半年，公司休闲生 活产品销售收入达1.48亿元，同比上升40.38%，休闲生活品类的增长得益于公司在海外市场的渠道拓展 与产品布局成效初显，契合了当地消费者对于生活周边产品的需求，进而拉动了该品类整体销售收入的 提升。 ...

Investment Rating - The report maintains a "Buy" rating for the company, with a target price not specified [7][18]. Core Views - The company plans to repurchase shares through centralized bidding, with a maximum price of RMB 41.5 per share, expecting to buy back 2.8 to 3.7 million shares, which represents 1.55%-2.05% of the total share capital, amounting to approximately RMB 116 million to 150 million [1]. - The company intends to invest RMB 50 million as a limited partner in the establishment of a private equity fund, with a target size of RMB 500 million, indicating a strategic partnership with its controlling shareholder [2]. - The collaboration with professional investment institutions aims to leverage their market insights and project coverage capabilities to discover quality projects, enhance the company's investment returns, and optimize its industrial chain [3]. Financial Performance - In Q2 2025, the company reported revenue of RMB 540 million, a year-on-year increase of 7%, while net profit attributable to the parent company was RMB 30 million, a year-on-year decrease of 6% [4]. - For the first half of 2025, revenue reached RMB 1 billion, up 19.81% year-on-year, with net profit attributable to the parent company increasing by 32.97% to RMB 49.79 million [4]. - The cross-border e-commerce segment saw a significant revenue increase of 59%, contributing to 37% of total revenue, with notable sales through platforms like Amazon [4]. - The company’s gross margin improved to 35.08%, up 3.05 percentage points, attributed to the higher margin from cross-border e-commerce [4]. Future Outlook - The company plans to establish a product research institute in 2025, focusing on product development that aligns with brand characteristics and market demands [4]. - There is an ongoing effort to enhance AI applications, particularly in voice interaction and perception, with plans to develop a diversified IP matrix to penetrate the domestic market [5]. - The profit forecast has been adjusted, with expected revenues of RMB 2.7 billion, RMB 3.8 billion, and RMB 5.4 billion for 2025, 2026, and 2027 respectively, alongside net profits of RMB 150 million, RMB 210 million, and RMB 300 million [6].