今日焦点 中芯国际：2025年第四季度净利润12.23亿元，同比增长23.2% 中芯国际公告称，中芯国际发布2025年第四季度业绩快报，报告期内，公司实现营业收入178.13亿元， 同比增长11.9%；归属于上市公司股东的净利润12.23亿元，同比增长23.2%；基本每股收益0.15元。业 绩变动主要是由于本年晶圆销售量增加、产能利用率上升及产品组合变动。 4天2板嘉美包装：如未来股票价格进一步异常上涨，可能再次向深交所申请停牌核查 嘉美包装公告称，公司股票自2025年12月17日至2026年2月10日期间价格涨幅为567.11%，期间多次触 及股票交易异常波动情形。公司已分别于2026年1月7日、1月26日进行停牌核查，于2026年1月12日、2 月2日公告核查结果并复牌。如未来公司股票价格进一步异常上涨，公司可能再次向深圳证券交易所申 请停牌核查。经查询，深圳证券交易所官网2026年2月6日发布的监管动态显示，公司股票已于近期被交 易所重点监控。敬请广大投资者理性投资，注意投资风险。 长飞光纤公告称，公司股票于2026年2月6日至2026年2月10日连续三个交易日收盘价格涨幅偏离值累计 超过20%，属于股 ...

Group 1 - The core point of the news is that multiple companies, including 嘉美包装 and 横店影视, have issued risk warnings regarding their stock prices, which have significantly deviated from their fundamental performance, indicating potential market overheating and irrational speculation [1][4][5]. - 嘉美包装 announced that its stock price has increased by 567.11% from December 17, 2025, to February 10, 2026, despite no significant changes in its fundamentals [1][4]. - The company expects a notable decline in its 2025 annual operating performance, projecting a net profit of between 85.44 million and 104.42 million yuan, representing a decrease of 53.38% to 43.02% compared to the previous year [4][16]. Group 2 - 横店影视 reported that its stock price has experienced severe abnormal fluctuations, with a cumulative price deviation of 100% over ten consecutive trading days from January 28 to February 10, 2026 [5][16]. - The stock has achieved seven limit-up days in the last nine trading days, with the latest price at 40.41 yuan per share and a total market capitalization of 256.28 billion yuan [6][18]. - The company has a small external circulation of shares, with its controlling shareholder and related parties holding 88.3% of the total shares, which may lead to irrational speculation risks [8][20]. Group 3 - 长飞光纤 announced that its stock price has deviated significantly, with a cumulative increase of nearly 90% over the last 12 trading days, reaching over 200 yuan per share [8][22]. - The company noted a growing demand for new optical fiber products related to data centers, but the overall market demand for telecommunications optical fiber products remains stable [10][22]. - The impact of product price fluctuations on the company's future performance needs to be assessed in conjunction with market conditions and business situations [11][22].

Core Viewpoint - The stock of Hengdian Film (603103.SH) has experienced significant abnormal fluctuations, with a cumulative price increase deviation of 100% over 10 consecutive trading days from January 28, 2026, to February 10, 2026, which may lead to a suspension of trading for further investigation if the abnormal rise continues [1] Group 1 - The company has invested in three films for the Spring Festival: "Fast and Furious 3," "Boonie Bears: Year of the Bear," and "Starry Dreams," with a low investment ratio in each [1] - The market box office for these films remains uncertain, indicating potential risks in revenue generation [1] - The company's AI short drama business is still in the investment and production stage, with uncertainties regarding market acceptance and profitability, and it has not yet generated related income [1]

Core Viewpoint - The stock of Hengdian Film and Television (603103.SH) has experienced significant abnormal fluctuations, with a cumulative increase of 100.55% over the last 10 trading days, while the Shanghai Composite Index has decreased by 0.28% during the same period [1] Group 1 - The company's stock price has deviated significantly from its fundamental value, indicating a potential for rapid decline [1] - The trading volume of the company's stock has exceeded normal levels, suggesting a "hot potato" effect and irrational speculation in the market [1] - If the stock price continues to rise abnormally, the company may apply for a trading suspension for further investigation [1]

Core Viewpoint - Multiple stocks, including Jia Mei Packaging and Hengdian Film, have issued risk warnings due to significant price increases that deviate from their fundamental performance, indicating potential irrational market speculation and overheating [1][4][5]. Group 1: Jia Mei Packaging - Jia Mei Packaging announced that its stock price has significantly diverged from its fundamental performance, with a price increase of 567.11% from December 17, 2025, to February 10, 2026, leading to concerns about market sentiment and irrational speculation [1]. - The company expects a notable decline in its 2025 operating performance, projecting a net profit attributable to shareholders between 85.44 million and 104.42 million yuan, representing a decrease of 53.38% to 43.02% compared to the previous year [4]. - The stock has been under close monitoring by the Shenzhen Stock Exchange due to its recent price volatility, and further abnormal price increases may lead to additional suspension requests for verification [1][4]. Group 2: Hengdian Film - Hengdian Film's stock has experienced significant volatility, with a cumulative price increase of 100% over ten consecutive trading days, prompting the company to issue a warning about potential irrational speculation and the risk of rapid price declines [5]. - The stock has achieved seven limit-up days in the last nine trading days, with the latest price at 40.41 yuan per share and a total market capitalization of 25.628 billion yuan [6]. - The company has a small external circulation of shares, with the controlling shareholder and its concerted parties holding 88.3% of the total shares, which may contribute to the risk of irrational speculation [8]. Group 3: Changfei Fiber - Changfei Fiber's stock has also shown abnormal price fluctuations, with a cumulative increase of nearly 90% over the last 12 trading days, reaching a price above 200 yuan per share [10]. - The company noted a growing demand for new optical fiber products related to data centers, but the overall market demand for its products remains stable, and the impact of price fluctuations on future performance requires comprehensive assessment [12]. - The company has confirmed that it does not engage in CPO-related business, and there are uncertainties regarding the market acceptance and profitability of its AI short drama business, which has not yet generated revenue [9][12].

证券代码：603103 证券简称：横店影视 公告编号：2026-007 二级市场交易风险。近10个交易日（2026年1月28日至2026年2月10日）， 公司股票收盘价累计涨幅100.55%，同期上证指数累计跌幅0.28%；近10个交易日 公司股票交易换手率已高于日常换手率，公司股价短期上涨幅度较大，击鼓传花 效应明显，存在市场情绪过热，非理性炒作风险；目前公司股价已严重偏离上市 公司基本面，随时存在快速下跌的风险。 公司市盈率显著高于行业平均水平。截至2026年2月9日收盘，公司市盈 率（TTM）为252.61，已明显高于传媒行业市盈率（TTM）51.19，存在估值过高风 险。敬请广大投资者注意二级市场交易风险，理性决策，审慎投资。 外部流通盘相对较小，存在非理性炒作风险。截至目前公司总股本为 634,200,000股，公司控股股东及其一致行动人合计持有公司股票560,000,000股， 占公司总股本的88.3002%；公司剩余外部流通盘较小，可能存在非理性炒作风险。 横店影视股份有限公司 股票交易严重异常波动暨风险提示公告 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， ...

每经AI快讯，横店影视2月10日晚间发布公告称，经公司总经理提名，董事会提名委员会资格审核通 过，董事会同意聘任楼张旭先生为公司副总经理。 （记者 曾健辉） 每经头条（nbdtoutiao）——10倍价差刷屏！"外国人来华就医"火了，三位亲历者这样说⋯⋯ ...

横店影视股份有限公司 关于聘任高级管理人员的公告 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。 证券代码：603103 证券简称：横店影视 公告编号：2026-006 特此公告。 横店影视股份有限公司董事会 2026 年 2 月 11 日 附：简历 楼张旭先生，1984 年出生，中国国籍，无境外居留权，本科。现任公司副 总经理。曾任横店集团控股有限公司总裁助理秘书；横店影视股份有限公司人力 资源部副部长（主持工作）、总监，综合管理中心副总监，第三届监事会职工监 事，助理总经理兼市场策划营销中心总监等。 横店影视股份有限公司（以下简称"公司"）第四届董事会第十次会议（以 下简称"本次会议"）于2026年2月6日以书面、电话、邮件等方式通知全体董事， 并于2026年2月10日在公司三楼会议室以现场结合通讯方式召开，审议通过了《关 于聘任高级管理人员的议案》。 本次会议由董事长张义兵先生主持，应出席董事9名，实际出席董事9名（其 中独立董事姚明龙、蒋岳祥、张爱珠以通讯方式出席会议），公司全体高级管理 人员和副总经理候选人列席会议。 ...

Core Viewpoint - The company has experienced a significant stock price increase, with a cumulative rise of 100.55% over the past 10 trading days, leading to concerns about abnormal volatility and potential suspension for further investigation [1] Group 1: Stock Performance - The company's stock price has shown a cumulative increase of 100.55% over the last 10 trading days [1] - The trading volume has exceeded normal levels, indicating heightened investor interest [1] - The company's price-to-earnings ratio stands at 252.61, which is significantly higher than the industry average [1] Group 2: Financial Outlook - The company is projected to incur a loss between 26.01 million and 76.01 million in the fourth quarter of 2025 [1] - Revenue from investments in three films scheduled for the Spring Festival and AI short drama business remains uncertain [1] - The company has a small external circulation, which may contribute to stock price volatility [1]

Core Viewpoint - The short drama sector is experiencing significant growth, with multiple companies showing strong stock performance and strategic initiatives in this area. Group 1: Company Highlights - Huanrui Century (欢瑞世纪) reported a stock price of 8.97 CNY, with a daily increase of +10.06%, focusing on interactive dramas through its subsidiary Tianjin Huijian Vision Technology [1] - Zhangyue Technology (掌阅科技) has a stock price of 28.26 CNY, up by +10.00%, and is involved in various aspects of short video production, including copyright and self-produced content [2] - Bona Film Group (博纳影业) has a stock price of 12.47 CNY, increasing by +9.96%, and is committed to a "main melody + quality" approach in its short drama business [3] - Jiecheng Co., Ltd. (捷成股份) saw its stock price rise to 8.45 CNY, with a notable increase of +20.03%, establishing a full industry chain model for short dramas [4] - Hengdian Film (横店影视) has a stock price of 40.41 CNY, up by +9.99%, and is expanding its short drama business with a new brand [5] - Shanghai Film (上海电影) reported a stock price of 35.78 CNY, increasing by +9.99%, and has initiated a live-action interactive drama project [6] - Zhongwen Online (中文在线) has a stock price of 42.34 CNY, with a daily increase of +20.01%, focusing on adapting works from its novel platforms [8] - Inli Media (引力传媒) has a stock price of 31.30 CNY, up by +10.02%, and is collaborating with well-known brands on short drama projects [9] - Zhejiang Culture Industry (浙文影业) reported a stock price of 5.64 CNY, increasing by +9.94%, with a positive trend in its short drama business [10] - ST Tianze (ST天择) has a stock price of 22.19 CNY, with a daily increase of +5.02%, actively exploring the micro-drama industry chain [11] - Yue Media (粤传媒) has a stock price of 13.23 CNY, increasing by +9.98%, and is building a comprehensive operational model for short dramas [12] - Wanda Film (万达电影) reported a stock price of 13.87 CNY, with a daily increase of +9.99%, focusing on high-quality mid-length dramas [13] - Huace Film & TV (华策影视) has a stock price of 11.23 CNY, increasing by +17.71%, and is launching short dramas derived from long drama IPs [15] - Huayi Brothers (华谊兄弟) reported a stock price of 2.36 CNY, with a daily increase of +14.01%, introducing a micro-drama and game integration model [16] - Guomai Culture (果麦文化) has a stock price of 46.92 CNY, increasing by +9.91%, leveraging AI technology for its short drama business [17]