据交易所数据显示，截至2月13日午间收盘，主力资金流出前20的股票分别为： 利欧股份（-11.70亿元）、 紫金矿业（-11.25亿元）、 博纳影业（-9.74亿 元）、 捷成股份（-9.14亿元）、 蓝色光标（-8.60亿元）、 宁德时代（-6.16亿元）、 北方稀土（-6.07亿元）、 网宿科技（-5.96亿元）、 嘉美包装（-5.89亿 元）、 协鑫集成（-5.69亿元）、 阳光电源（-5.01亿元）、 优刻得-W（-4.83亿元）、 亨通光电（-4.79亿元）、 东方国信（-4.66亿元）、 永鼎股份（-4.32 亿元）、 洛阳钼业（-4.31亿元）、 光库科技（-4.20亿元）、 章源钨业（-4.01亿元）、 昆仑万维（-3.64亿元）、 兴业银锡（-3.60亿元）。 | 优刻得-W | -5.39 | -4.83亿元 | 互联网服 | | --- | --- | --- | --- | | 亨通光电 | -6.98 | -4.79亿元 | 通信设备 | | 东方国信 | -6.73 | -4.66亿元 | 互联网服 | | 永鼎股份 | -4.15 | -4.32亿元 | 通信设备 | | 洛阳钼 ...

（文章来源：每日经济新闻） 每经AI快讯，2月13日，影视院线板块再度走低，博纳影业跌停，捷成股份跌超10%，横店影视、欢瑞 世纪、百纳千成跌幅居前。 ...

影视院线板块再度走低，博纳影业回封跌停，捷成股份跌超10%，横店影视、欢瑞世纪、百纳千成跌幅 居前。 ...

今年春节档影片背后，资方格局呈现新变化，没有一部影片的第一出品方为A股上市影视公司及其控股 或全资子公司，头部影企多以联合出品身份入局。 从上市公司的参投来看，万达电影（002739）参与4部，其中主控《飞驰人生3》《熊出没·年年有熊》 出品，联合出品《惊蛰无声》《镖人：风起大漠》；上年收获颇丰的光线传媒布局3部影片，主控出品 《熊猫计划之部落奇遇记》，联合出品《飞驰人生3》《惊蛰无声》。 不到两日，春节档预售破亿，影片票房大战一触即发。今年春节档台前看似打得火热，幕后却少了一群 老玩家——没有一部影片的第一出品方是A股影视公司，头部影企多以联合出品方身份入局。 与此同时，AI视频模型正在片场外悄然迭代，影视传媒板块股价也坐上了"过山车"，持续上演"暴涨暴 跌"一幕。去年《哪吒2》爆火推动光线传媒（300251）股价翻了近5倍，今年哪只影视个股会成为马年 春节的"黑马"？ 6部影片大年初一同台竞技，谁在押注春节档？ 相比往年，今年春节档将从2月15日持续至2月23日，长达9天。其间，6部影片集中于大年初一上映，包 括《飞驰人生3》《惊蛰无声》《镖人：风起大漠》《星河入梦》《熊猫计划之部落奇遇记》和《熊出 没· ...

Market Overview - The A-share market experienced a slight upward trend on February 12, with the Shanghai Composite Index rising by 0.05%, the Shenzhen Component Index increasing by 0.86%, and the ChiNext Index gaining 1.32% [2] - A total of 2,108 stocks rose, while 3,280 stocks fell, indicating a mixed market sentiment [2][3] AI Sector Performance - The AI sector in Hong Kong saw a significant surge, with Zhizhu (智谱) stock soaring by 30%, bringing its market capitalization close to HKD 200 billion, and its stock price doubling in just a few trading days [13] - Zhizhu released its new flagship model GLM-5, which has shown strong performance in coding and agent capabilities, competing closely with established models [13] - The company announced a structural price adjustment for its GLM Coding Plan, with an overall price increase starting from 30%, reflecting strong market demand and the need for enhanced service quality [13] Data Center and Cooling Technologies - The computing power industry chain showed strong performance, with companies like Youke (优刻得) and Capital Online (首都在线) hitting the daily limit of 20% increase [4] - In the liquid cooling server segment, stocks such as Chuanrun (川润股份) and Yingweike (英维克) also reached their daily limit [6] CPO Sector - Companies in the CPO (Cloud Point of Operation) sector, including Taicheng (太辰光) and Tianfu Communication (天孚通信), saw stock prices rise over 10%, reaching new highs [8] Non-Ferrous Metals Sector - The non-ferrous metals sector continued its upward trend, with stocks like Xianglu Tungsten (翔鹭钨业) and Zhangyuan Tungsten (章源钨业) hitting the daily limit [10] Media Sector Decline - The media sector faced a downturn, with stocks such as Hengdian Film (横店影视) and Jinyi Film (金逸影视) experiencing significant declines, including some hitting the daily limit down [12]

Market Overview - The Shanghai Composite Index experienced a slight increase of 0.12%, while the Shenzhen Component Index rose by 0.81%, and the ChiNext Index increased by 1.18% at the close of trading [1] - Over 2,700 stocks in the market saw gains, indicating a broad-based rally [1] Sector Performance - The electric grid equipment sector showed strong performance, with companies like Siyi Electric and Sifang Co. reaching new highs, and stocks such as Wangbian Electric and Shun Sodium Co. hitting the daily limit [2] - The non-ferrous metals sector was active, with Xianglu Tungsten Industry achieving three consecutive daily limits in five days, and Zhangyuan Tungsten Industry securing two consecutive daily limits [2] - The CPO concept also gained momentum, with Tianfu Communication rising over 10% to set a new historical high [2] - The gas turbine sector saw a surge, with companies like Yingliu Co. and Changbao Co. hitting the daily limit [3] Declines - The film and cinema sector faced significant declines, with companies such as Huanrui Century, Hengdian Film, and Bona Film all hitting the daily limit down [4] Individual Stock Highlights - Zhongji Xuchuang had a trading volume exceeding 10.8 billion yuan, leading the market, while Tianfu Communication, Xinyi Sheng, and Yingwei Ke also had high trading volumes [5] - Notable stock performances included: - Tianfu Communication: +11.61% to 322.00 yuan [5] - Yingwei Ke: +10.00% to 109.45 yuan [5] - Zhongji Xuchuang: -0.17% to 530.99 yuan [5] - Guangxian Media: -10.80% to 23.96 yuan [5]

以下文章来源于娱乐硬糖 ，作者琉音 局面就是 今年春节档电影迟迟未定，网上却有很多人询问 "该买哪只股"。 定档后，各路网友更是自发梳理了春节档出品公司名单与投资关系逻 辑。甭管影迷对春节档电影宣发的感知如何，至少春节档电影在股市上未映先火。 这不，《飞驰人生 3 》率先定档后，出品方博纳的股价就跟着涨了一波。迪伦身边一个跟风买了博纳的新玩家当即表示：后悔买少了！ 导语：春节档电影讨论声量最大的地方，非股市莫属。 从现实层面看，这个春节档也确实是上市公司参与度较高的一年。 有很长一段时间，春节档电影的主出品、主控方都是导演自己的公司。今年的 春节档电影主出品则多为上市公司，票房收益与上市公司关联性更高，确实有了更多投资价值。 娱乐硬糖 . 有温度的泛娱乐产业自媒体。娱乐人物的商业解读，资本客厅的莎士比亚。 2 月 9 日，距离春节假期不到一周， 2026 年春节档电影终于开预售了。正如此前业内普遍预测的，目前预售跑在前三的是《飞驰人生 3 》《惊 蛰无声》《镖人：风起大漠》。 但要论春节档电影讨论声量最大的地方，还非股市莫属。 预售一开，电影股几乎集体飘红。 反观业内，却有些反常的 "冷静"。 以前，各家电影 ...

2026.02. 12 本文字数：1155，阅读时长大约2分钟 作者 | 一财阿驴 10:38 沪深两市成交额突破1万亿元。 10:23 电力板块震荡拉升，晋控电力涨停，豫能控股2连板，闽东电力、赣能股份、涪陵电力走高。 11:32 A股午盘丨创业板指半日涨超1%，电网设备板块走高 沪指涨0.12%，深成指涨0.8%，创业板指涨1.18%，科创综指涨0.93%。小金属、电网设备、特高 压板块走强，半导体板块表现活跃，影视院线、短剧游戏板块跌幅居前。截至午盘，全市场超2700 只个股上涨。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 000001 上证指数 | | 4137.06 | 5.07 | 0.12% | | 399001 | 深证成指 | 14274.93 113.99 | | 0.80% | | 881001 万得全A | | 6839.37 | 36.95 | 0.54% | | 000680 | 科创综指 | 1804.89 | 16.67 | 0.93% | | 399006 | 创业板指 | 3323.56 | ...

Market Overview - The A-share market showed a fluctuating upward trend in early trading, with the Shanghai Composite Index rising by 0.12% to 4137.06 points, the Shenzhen Component Index increasing by 0.81% to 14274.93 points, and the ChiNext Index up by 1.18% to 3323.56 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.33 trillion yuan, with over 2700 stocks rising [1] Sector Performance - The electric power sector surged due to favorable policies, with stocks like Yunnan Power and South Grid Energy seeing significant gains [2] - The AI hardware sector continued its strong performance, with companies like Dazhi Technology achieving a four-day consecutive rise [2] - The CPO (Optical Module) concept saw renewed strength, with Tianfu Communication and other stocks rising over 10% [2] - The small metals sector, particularly nickel and cobalt, experienced a rally, with stocks like Pengxin Resources and Shengtun Mining hitting the daily limit [3] Notable Stocks - Jili Rigging, a key player in the commercial aerospace sector, faced a one-sided drop limit with over 1.2 billion yuan in sell orders, following a clarification announcement regarding its project orders [4] - The AI application sector saw some adjustments, with high-position software stocks under pressure [4] Institutional Insights - Institutions expressed differing views on the market's early trading volume and fluctuations, with some suggesting that structural opportunities still exist despite the market's consolidation phase [5] - Concerns were raised about the potential for short-term adjustments and profit-taking pressures as the Spring Festival approaches [5] - Long-term perspectives indicate that commodities may remain a preferred investment direction, with precious metals and industrial metals expected to benefit from improving fundamentals [5]

Core Viewpoint - The recent surge in the film and entertainment sector is driven by a combination of factors, including the upcoming Spring Festival box office and advancements in AIGC technology, particularly the Seedance 2.0 model, which is expected to revolutionize content production [1][5][4]. Group 1: Market Performance - Major entertainment stocks like Damai Entertainment and Maoyan Entertainment have seen significant gains, with Hengdian Film and Television achieving a strong performance of 5 out of 6 trading days hitting the limit up [1]. - The Spring Festival box office has shown a consistent year-on-year increase over the past three years, with the longest holiday period contributing to initial market optimism [4]. - The pre-sale performance for the Spring Festival films indicates a total box office of over 1 billion yuan, which is approximately 60% of the previous year's first-day pre-sale results, reflecting a 40 percentage point decline in growth [4]. Group 2: Factors Driving Growth - The anticipation of major film releases, coupled with the success of last year's blockbuster "Nezha 2," has attracted investor interest in the film sector, leading to a continuation of positive sentiment into this year [4]. - The entertainment sector's valuation is at historical lows, and as consumer demand for cultural products increases, many companies are seeing improvements in their fundamentals, leading to a recovery in valuations [4]. - The introduction of Seedance 2.0, a new video generation model by ByteDance, has sparked significant interest and is expected to lower production costs and enhance efficiency in the film industry [5][6]. Group 3: Company Earnings Forecasts - Light Media is projected to report a net profit of 1.5 to 1.9 billion yuan for 2025, marking a growth of 413.67% to 550.65% year-on-year, largely due to IP licensing revenue from "Nezha 2" [8]. - Wanda Film expects a net profit of approximately 480 to 550 million yuan for 2025, recovering from a loss of 94 million yuan the previous year [9]. - Hengdian Film anticipates a net profit of 130 to 180 million yuan for 2025, reversing its previous losses [9]. Group 4: Challenges and Risks - Companies like Bona Film and Beijing Culture are facing significant losses, with Bona Film projecting a net loss of 1.477 to 1.261 billion yuan for 2025, attributed to underperforming films [10]. - Huayi Brothers is expected to report a net loss of 400 to 289 million yuan for 2025, raising concerns about potential delisting risks due to negative net assets [12]. - The industry is witnessing a trend towards more stable investment strategies, with a shift from high-risk blockbuster productions to collaborative projects [12].