2月25日，南京新百涨5.11%，截至发稿，报7.40元/股，成交1.61亿元，换手率1.90%，总市值99.54亿 元。 资料显示，南京新街口百货商店股份有限公司位于江苏省南京市中山南路1号，成立日期1991年5月14 日，上市日期1993年10月18日，公司主营业务涉及百货零售业务、脐带血存储业务、护理服务收入、养 老业务等。主营业务收入构成为：健康养老、护理业36.97%，医药制造业23.74%，医疗服务15.26%， 专业技术服务业14.97%，商业5.54%，科研服务3.03%，宾馆餐饮业0.50%。 南方中证1000ETF（512100）基金经理为崔蕾。 截至发稿，崔蕾累计任职时间7年112天，现任基金资产总规模1370.2亿元，任职期间最佳基金回报 250.66%， 任职期间最差基金回报-15.93%。 数据显示，南方基金旗下1只基金位居南京新百十大流通股东。南方中证1000ETF（512100）三季度新 进十大流通股东，持有股数615.41万股，占流通股的比例为0.53%。根据测算，今日浮盈赚取约221.55 万元。 南方中证1000ETF（512100）成立日期2016年9月29日，最新规模 ...

Core Viewpoint - The article discusses the competitive landscape of the 2026 Spring Festival film market, highlighting the potential for multiple films to succeed rather than a single blockbuster dominating the box office, contrasting with previous years' trends [5][12]. Film Competition Overview - Eight films are set to compete in the 2026 Spring Festival box office, including genres such as comedy, suspense, martial arts, animation, and documentary [7][8]. - The films include "Flying Life 3," "Silent Awakening," "Biao Ren: Wind Rises in the Desert," "Boonie Bears: Year of the Bear," "Star River Dream," "Panda Plan: Tribal Adventure," "Return: Wolf Pack," and "Night King" [7][8]. Film Details and Predictions - "Flying Life 3" is expected to lead the box office with a predicted revenue of 2.5 to 3 billion yuan, benefiting from a strong fan base and previous successful installments [26]. - "Silent Awakening," directed by Zhang Yimou, features a star-studded cast and is anticipated to attract a younger audience, though its script may pose challenges [29]. - "Biao Ren: Wind Rises in the Desert," directed by Yuen Woo-ping, faces skepticism due to the recent decline in the martial arts genre's popularity, despite a strong cast [30]. - "Boonie Bears: Year of the Bear" is noted for its low production costs and high return rates, making it a unique contender in the market [34]. Market Trends and Insights - The 2026 Spring Festival is projected to have a record-long holiday period of nine days, providing ample opportunity for box office growth and audience engagement [21]. - The film market has shown a consistent upward trend in ticket sales over the past years, with significant growth in the Spring Festival box office, reaching nearly 100 billion yuan in 2025 [19]. - The article emphasizes the importance of quality content over star power, suggesting that films with strong narratives are more likely to resonate with audiences [35]. Stock Market Implications - The anticipation of the Spring Festival box office has led to increased speculation in the stock market, particularly for companies involved in film production and distribution, such as Huayi Brothers and Bona Film Group [22][35]. - The article warns that while stock prices may rise in anticipation of box office success, they could also experience rapid declines once the actual performance is realized [35].

股价表现方面，南京新百近7天呈震荡走弱态势。截至2月11日收盘，股价报7.11元，单日下跌0.56%； 区间最高价为7.25元（2月5日），最低价为7.08元（2月6日）。资金流向显示，2月11日主力资金净流出 2166.28万元，散户资金流入占比31%。融资融券余额从2月6日的3.69亿元微降至2月10日的3.62亿元， 融券余量增至14.36万股。 以上内容基于公开资料整理，不构成投资建议。 经济观察网 近7天，南京新百（600682）热点集中于资金面变化和股价波动，主要受2025年业绩预亏公 告（1月19日发布）的持续影响。根据报道，2月10日融资净卖出658.57万元，融资余额降至3.61亿元， 反映市场情绪谨慎。同时，股价延续下行趋势，区间累计跌幅约0.70%。 股票近期走势 ...

Core Viewpoint - The 2026 Spring Festival film market is expected to see intense competition among multiple films, moving away from last year's dominance of a single blockbuster, with no clear frontrunner emerging [10][9]. Group 1: Film Competition Landscape - Eight films are set to compete in the 2026 Spring Festival box office, including genres such as comedy, suspense, martial arts, animation, and documentary [5][6]. - The films include "Flying Life 3," "Silent Awakening," "Biao Ren: Wind Rises in the Desert," "Boonie Bears: Year of the Bear," "Star River in Dream," "Panda Plan: Tribal Adventure," "Return of the Wolf Pack," and "Night King," with the main competition likely among the first six films [5][6]. - The competition is characterized by a lack of a definitive blockbuster, with films appealing to diverse audience segments, leading to a "multi-strong competition" scenario [10][9]. Group 2: Box Office Predictions and Trends - The 2026 Spring Festival holiday spans nine days, providing ample time for audience engagement and potential box office growth, with early predictions suggesting a strong performance [16][17]. - As of February 1, 2026, the annual box office has already surpassed 2 billion yuan, indicating a positive trend leading into the festival [16]. - "Flying Life 3" is projected to lead the box office with an estimated revenue of 2.5 to 3 billion yuan, benefiting from a strong fan base and previous successful installments [22][19]. Group 3: Individual Film Insights - "Silent Awakening," directed by Zhang Yimou, features a star-studded cast but faces potential narrative challenges due to its new screenwriter [23][24]. - "Biao Ren: Wind Rises in the Desert," directed by Yuen Woo-ping, aims to attract audiences with its martial arts theme but must overcome recent negative perceptions of the genre [23][24]. - "Boonie Bears: Year of the Bear" is noted for its low production costs and high return rates, making it a unique contender in the festival [26][27]. Group 4: Market Dynamics and Investor Sentiment - The film industry is inherently unpredictable, with both high-profile directors and low-budget films capable of surprising success [28]. - The stock market has shown increased interest in film-related companies, particularly those associated with anticipated blockbusters, reflecting investor optimism ahead of the festival [28][17]. - However, there are concerns that once box office expectations are met, stock prices may experience a rapid decline, highlighting the need for caution among investors [28].

证券代码：600682证券简称：南京新百 公告编号：临2026-003 南京新街口百货商店股份有限公司 关于变更签字注册会计师的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 南京新街口百货商店股份有限公司（以下简称公司）于2025年4月28日召开了第十届董事会第十七次会 议、2025年5月21日召开了2024年年度股东大会，分别审议通过了《关于续聘公司年度审计机构并支付 其报酬的议案》，同意续聘北京中名国成会计师事务所（特殊普通合伙）（以下简称中名国成）为公司 2025年度财务报告及内部控制审计机构。具体内容详见公司在上海证券交易所网站披露的《南京新百关 于续聘会计师事务所的公告》（公告编号：临2025-007）。 中名国成原指派李继军、孔红作为签字注册会计师，苗树东作为项目质量复核人员，共同为公司提供审 计服务。因内部工作调整，中名国成指派孔红、钱承林作为签字注册会计师完成相关审计工作，王鹏作 为质控复核人替苖树东完成相关复核工作。本次变更后，签字注册会计师为孔红、钱承林，质控复核人 为王鹏。 二、本次变更签字注册会 ...

证券代码：600682 证券简称：南京新百 公告编号：临 2026-003 南京新街口百货商店股份有限公司 关于变更签字注册会计师的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏，并对其内容的真实性、准确性和完整性承担法律责任。 南京新街口百货商店股份有限公司（以下简称公司）于 2025 年 4 月 28 日召 开了第十届董事会第十七次会议、2025 年 5 月 21 日召开了 2024 年年度股东大 会，分别审议通过了《关于续聘公司年度审计机构并支付其报酬的议案》，同意 续聘北京中名国成会计师事务所（特殊普通合伙）（以下简称中名国成）为公司 2025 年度财务报告及内部控制审计机构。具体内容详见公司在上海证券交易所 网站披露的《南京新百关于续聘会计师事务所的公告》（公告编号：临 2025-007）。 近日，公司收到中名国成《关于变更签字注册会计师的告知函》，现将相关 情况公告如下： 一、本次变更签字注册会计师的情况 中名国成原指派李继军、孔红作为签字注册会计师，苗树东作为项目质量复 核人员，共同为公司提供审计服务。因内部工作调整，中名国成指派孔红、钱承 林作为签字注册 ...

Core Insights - The Chinese film industry is projected to reach a total industry chain output value of 817.26 billion yuan by 2025, with a box office revenue of 51.83 billion yuan, indicating a box office multiplier effect of approximately 1:15.77 [1][3][6] Industry Overview - The film industry's economic activities are categorized into three levels: core industry (2.27 billion yuan), indirect industry (2.52 billion yuan), and spillover industry (3.39 billion yuan), highlighting the extensive economic impact of films beyond just ticket sales [4] - The core industry includes film production, distribution, and screening, while the indirect industry encompasses equipment procurement, technical services, advertising, and logistics [4] Economic Impact - The film industry has significant spillover effects on various sectors, including dining, transportation, retail, and tourism, driven by the popularity of film IPs and related merchandise [4][9] - The film investment and production should focus on long-term economic benefits rather than just immediate financial returns, emphasizing the importance of integrating the film industry with other sectors [6][11] New Business Models - The concept of "Film+" is emerging, where films are linked with various industries such as tourism and food, creating new business opportunities and enhancing consumer experiences [8][9] - Successful films can lead to the development of diverse derivative products and experiences, as seen with the example of "浪浪山小妖怪," which generated over 2.5 billion yuan in terminal sales through extensive IP development [7][13] Cultural and Economic Synergy - The relationship between cultural creation and economic creation is crucial, with high-quality content serving as the foundation for economic growth in the film industry [11][14] - The film industry is increasingly integrating with advanced manufacturing and modern service industries, showcasing a trend towards digitalization and collaborative development [12] Future Directions - The focus on quality content and the integration of film with other economic sectors is essential for sustainable growth in the film industry, aligning with national development goals [14] - The film economy's core lies in its ability to create value through content, meeting cultural needs while driving economic development [14]

Market Overview - The comprehensive sector declined by 0.36% compared to the previous trading day, with Zongyi Co. leading the decline [1] - The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1] Stock Performance - Notable gainers included: - Teda Co. (Code: 000652) with a closing price of 4.47, up 1.82% on a trading volume of 465,500 shares and a turnover of 207 million yuan [1] - Teli A (Code: 000025) with a closing price of 19.29, up 1.79% on a trading volume of 220,400 shares and a turnover of 42.7 million yuan [1] - Nanjing Public Utilities (Code: 000421) with a closing price of 7.39, up 1.51% on a trading volume of 225,900 shares and a turnover of 166 million yuan [1] - Notable decliners included: - Zongyi Co. (Code: 600770) with a closing price of 6.36, down 3.78% on a trading volume of 1,099,200 shares and a turnover of 705 million yuan [2] - Sanmu Group (Code: 000632) with a closing price of 5.24, down 3.14% on a trading volume of 297,900 shares and a turnover of 156 million yuan [2] - Zhangzhou Development (Code: 000753) with a closing price of 7.48, down 2.86% on a trading volume of 368,100 shares and a turnover of 278 million yuan [2] Capital Flow - The comprehensive sector experienced a net outflow of 175 million yuan from main funds, while retail funds saw a net inflow of 78.95 million yuan [2] - The detailed capital flow for selected stocks showed: - Yuegui Co. (Code: 000833) had a main fund net inflow of 36.89 million yuan, but a net outflow from retail funds of 22.58 million yuan [3] - Nanjing Public Utilities (Code: 000421) had a main fund net inflow of 11.50 million yuan, with a net outflow from retail funds of 5.39 million yuan [3] - Tianchen Co. (Code: 600620) had a significant main fund net outflow of 9.34 million yuan, but a net inflow from retail funds of 11.27 million yuan [3]

从资金流向上来看，当日综合板块主力资金净流出1.04亿元，游资资金净流入761.03万元，散户资金净流 入9644.56万元。综合板块个股资金流向见下表： 证券之星消息，1月20日综合板块较上一交易日下跌2.09%，南京新百领跌。当日上证指数报收于 4113.65，下跌0.01%。深证成指报收于14155.63，下跌0.97%。综合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) | | --- | --- | --- | --- | --- | --- | | 000523 | 红棉股份 | 4.24 | 10.13% | 124.36万 | 5.09亿 | | 600805 | 倪达投资 | 5.91 | 2.07% | 21.07万 | 1.23亿 | | 000652 | 泰达股份 | 4.33 | 1.17% | 18.78万 | 8063.58万 | | 000025 | 特 力A | 18.57 | 0.98% | - 10.61万 | 1.96/Z | | 600689 | 上海三毛 | 13.89 | 0.65% | 2.75万 | 381 ...

报告期内，子公司世鼎香港控制的Dendreon公司产品PROVENGE销售不及预期，导致其经营业绩大幅下滑，减少净利润约2.22亿元；同时，公司拟计提商 誉及无形资产减值准备合计约9.97亿元，致使业绩同比转亏。 南京新百(600682.SH)跌停，报7.78元，近几日走出大涨大跌的"A杀"行情，总市值104.65亿元。 消息上，南京新百昨日盘后公告称，公司预计2025年归属于上市公司股东的净利润为亏损8.39亿元-10.26亿元，上年同期为盈利2.3亿元。 ...