金马游乐今年以来股价涨290.03%，近5个交易日涨9.10%，近20日涨36.64%，近60日涨124.69%。 资料显示，广东金马游乐股份有限公司位于广东省中山市火炬开发区沿江东三路5号，成立日期2007年 11月20日，上市日期2018年12月28日，公司主营业务涉及大型游乐设施、虚拟沉浸式游乐项目研发、制 造、销售、安装及创新文旅项目投资运营。主营业务收入构成为：游乐设施71.82%，配件及维修 13.55%，门票收入11.25%，其他(补充)1.89%，租赁收入1.10%，服务收入0.29%，商品销售收入 0.11%。 金马游乐所属申万行业为：机械设备-专用设备-其他专用设备。所属概念板块包括：环球影城、小盘、 虚拟现实、元宇宙概念、年度强势等。 10月28日，金马游乐盘中下跌2.05%，截至13:25，报57.88元/股，成交2.12亿元，换手率2.74%，总市值 91.22亿元。 资金流向方面，主力资金净流入529.69万元，特大单买入574.28万元，占比2.71%，卖出1604.60万元， 占比7.57%；大单买入7378.45万元，占比34.80%，卖出5818.45万元，占比27.44% ...

Group 1 - The core viewpoint of the news is that Jinma Amusement has shown significant stock price growth and positive financial performance, indicating potential investment opportunities [1][2]. - As of September 19, Jinma Amusement's stock price increased by 177.16% year-to-date, with a recent 3.01% rise over the last five trading days and a 39.57% increase over the last 60 days [1]. - The company reported a net profit of 35.32 million yuan for the first half of 2025, representing a year-on-year growth of 132.69%, despite a slight decrease in revenue [2]. Group 2 - Jinma Amusement's main business segments include amusement facilities (71.82% of revenue), parts and maintenance (13.55%), ticket sales (11.25%), and other income sources [1]. - The company is categorized under the machinery equipment industry, specifically in specialized equipment, and is associated with various concept sectors such as tourism, virtual reality, and IP concepts [2]. - Since its A-share listing, Jinma Amusement has distributed a total of 83.50 million yuan in dividends, with 23.64 million yuan distributed over the past three years [3].

Group 1 - The company, Jinma Amusement, focuses on amusement facilities and virtual immersive entertainment projects as part of its cultural tourism experience products [2] - In recent years, the company has introduced advanced production equipment such as 3D processing, five-axis CNC, 3D printing, and welding robots to enhance its manufacturing capabilities, process quality, and production efficiency [2]

Core Viewpoint - Guangdong Jinma Amusement Co., Ltd. (Jinma Amusement) has recently announced multiple share reduction plans by its executives amid ongoing performance volatility, indicating potential concerns regarding the company's financial health and future prospects [2][10]. Executive Share Reduction Plans - Jinma Amusement's controlling shareholder and chairman, Deng Zhiyi, plans to reduce his holdings by up to 4.712 million shares, representing 2.99% of the company's total share capital, within three months from the announcement date [2][10]. - Other key executives, including Vice General Manager Li Yong, Vice General Manager Lin Zezhao, and General Manager Gao Qingbin, also disclosed plans to reduce their holdings by up to 2.017 million shares, 508,200 shares, and 372,800 shares, respectively, totaling a maximum of 4.83% of the company's total share capital [2][10]. - Prior to this, on June 12, 2025, another executive, Secretary of the Board Zeng Qingyuan, announced a plan to reduce his holdings by up to 269,500 shares, accounting for 0.17% of the total share capital [2][10]. Stock Price Trends - Jinma Amusement's stock price has shown significant volatility, with a notable increase of 78.51% from a closing price of 16.80 yuan per share on April 24, 2025, to a peak of 29.99 yuan per share on June 27, 2025 [6][10]. - The stock price has fluctuated around relatively high levels since late May 2025, coinciding with the announcement of multiple executive share reduction plans [6][10]. Financial Performance - Jinma Amusement's financial performance has been unstable, with a net loss of 24.62 million yuan in 2022 due to economic fluctuations and a decline in the tourism market [10]. - The company returned to profitability in 2023 with a net profit of 46.16 million yuan, but faced another downturn in 2024, with revenue and net profit decreasing by 21.88% and 84.07%, respectively [10]. - The core business of amusement equipment manufacturing saw a revenue decline of 27.34% in 2024, while the amusement investment operation segment experienced a revenue increase of 174.31%, but its contribution was insufficient to offset the overall decline [10]. Strategic Adjustments - In June 2025, Jinma Amusement announced a strategic move to exit its investment in Shenzhen Yuanchuang through a directed capital reduction, recovering 18.1 million yuan, as part of efforts to optimize asset structure and improve operational efficiency [13]. - The decision to divest from non-core loss-making assets reflects a strategic shift towards focusing on core business areas, although challenges remain in reversing the current performance decline [13].

Core Viewpoint - The executives of Jinma Amusement (300756.SZ), the first listed company in the amusement equipment manufacturing sector, are planning to reduce their holdings amid a backdrop of fluctuating company performance and a significant increase in stock price since 2025 [1][2][3]. Group 1: Shareholding Reduction - Major shareholders, including the chairman and several executives, plan to reduce their holdings by a total of up to 761,000 shares, representing 4.83% of the total share capital [1]. - The specific reduction plans include the chairman reducing up to 471,200 shares, the vice president up to 201,700 shares, and others, with the total estimated market value of the reduction being approximately 203 million yuan [2]. Group 2: Stock Performance - Since 2025, Jinma Amusement's stock price has risen significantly, with a peak of 29.99 yuan per share on June 27, 2025, reflecting a cumulative increase of 78.7% [2]. - The stock closed at 26.61 yuan per share on the trading day before the reduction announcement [2]. Group 3: Financial Performance - Jinma Amusement's revenue and net profit have shown volatility, with revenues of 4.06 billion yuan in 2022, 7.38 billion yuan in 2023, and a decline to 5.77 billion yuan in 2024, indicating a year-on-year decrease of 21.88% [3]. - The net profit figures also reflect significant fluctuations, with a loss of 24.62 million yuan in 2022, a profit of 46.16 million yuan in 2023, and a further decline to 7.35 million yuan in 2024, showing a year-on-year decrease of 84.07% [3]. - In Q1 2025, the company reported revenue of 1.19 billion yuan, a year-on-year increase of 22.72%, but incurred losses in both net profit and adjusted net profit [4].