登录新浪财经APP 搜索【信披】查看更多考评等级 中国基金报记者 晨曦 【导读】传媒板块反复活跃，多股2连板；光伏、白酒股整体回调；ST萃华复牌跌停，卖一封单超53万 手 大家好！一起来关注最新的市场行情和资讯~ 2月10日，A股三大指数早间开盘涨跌互现：上证指数微涨0.11%，深证成指、创业板指分别跌0.05%、 0.33%。随后市场震荡拉升，截至发稿，三大指数全部飘红。 | 4131.10 | - | 3342.54 | 18 ------- | | --- | --- | --- | --- | | 上证指数 +0.19% | 深证成指 +0.24% | 创业板指 +0.29% | | 盘面上，上午传媒板块持续活跃，中文语料库、短剧游戏、虚拟人等概念股走强；酒类、航空、房地产 等板块不振，太空光伏、硅能源等概念股回调。 | | | Wind热门概念指数 | | | --- | --- | --- | --- | | 中文语料库 3.48% | 短剧游戏 3.29% | 谷子经济 2.97% | 覆铜板 2.53% | | 文化传媒主题 2.29% | 虚拟人 2.25% | Kimi 2.16% | A ...

2月9日，《黑神话：悟空》制作人冯骥发文谈及Seedance2.0时表示："昨天试了试即梦刚上线的 Seedance2.0。它在使用手册标题的最后，写着Kill the game!（杀死比赛）。这个评价，相当客观。 AIGC的童年时代，结束了。" 2月10日，影视（核心股）板块持续走高，截至发稿，博纳影业、上海电影、浙文影业、横店影视、文 投控股等10CM涨停，光线传媒（核心股）、中国电影、金逸影视等跟涨。其中，横店影视9天7板再创 新高。 | 代码 | 名称 | 涨幅%√ | 现价 | | --- | --- | --- | --- | | 300182 捷成股份 | | +20.03% | 8.45 | | 600715 | 文投控股 | +10.13% | 2.61 | | 000892 | 欢瑞世纪 | +10.06% | 8.97 | | 601595 上海电影 | | +9.99% | 35.78 | | 603103 | 横店影视 | +9.99% | 40.41 | | 001330 | 博纳影业 | +9.96% | 12.47 | | 300251 | 光线传媒 | +7.93% | 22 ...

每经AI快讯，2月10日，Seedance概念持续火热，带动传媒板块盘中涨势扩大，读客文化（301025） 20cm涨停，此前捷成股份（300182）、荣信文化（301231）、横店影视（603103）、上海电影 （601595）、博纳影业（001330）等多股涨停，中文在线（300364）、光线传媒（300251）均涨近 15%。 ...

Core Viewpoint - The A-share market continues to show strong performance in AI application concepts, with companies like Zhongwen Online and Jiecheng Co. experiencing significant stock price increases following the introduction of the AI video generation model Seedance 2.0 by ByteDance [1] Group 1: Market Performance - Zhongwen Online reached a limit-up of 20% after a strong performance the previous day [1] - Other companies such as Jiecheng Co., Rongxin Culture, Sanlian Hongpu, People's Daily, Zhangyue Technology, and Xinhua Net also showed strong market performance [1] - Jiecheng Co. saw a stock price increase of 20.03%, with a total market value of 22.5 billion [2] - Rongxin Culture's stock rose by 20%, with a market value of 4.278 billion [2] - Zhongwen Online's stock increased by 12.64%, with a market value of 29 billion [2] Group 2: AI Technology Development - Seedance 2.0, an AI video generation model, can create cinematic-quality videos from text or images in just 60 seconds [1] - The model features a unique multi-shot narrative capability, generating multiple interconnected scenes from a single prompt while maintaining consistency in characters, visual style, and atmosphere [1] - Tim, a well-known tech blogger, praised Seedance 2.0 for its industry-level performance in generating precision, continuity, and audio-visual synchronization [1] - Tim indicated that the capabilities of Seedance 2.0 could disrupt traditional film processes by 2026, marking a significant transformation in the film industry [1]

Core Viewpoint - The AI application concept has experienced significant fluctuations, with notable stock price increases among several companies in the sector [1] Group 1: Company Performance - Jiecheng Co., Ltd. (300182) and Rongxin Culture (301231) both reached a 20% limit up [1] - Guotou Intelligent (300188), Zhongwen Online (300364), and Sanlian Hongpu (300384) saw stock price increases of over 10% [1]

Summary of Conference Call Records Industry Overview - The Chinese short drama industry holds a significant global leading advantage, with platforms like Reelshort, Dramabox, and Dramawave outperforming local competitors in revenue generation, supported by the comprehensive strengths of Chinese cultural enterprises in web literature IP, short drama production, and promotional strategies. Short dramas have become a crucial category for Chinese cultural exports [1][1]. Key Insights 1. **Growth in Short Drama and Comic Drama Sectors**: The comic drama sector is expected to experience accelerated growth by Q4 2025, with a notable increase in the number of projects and materials being produced [2][2]. 2. **Dramatic Increase in Comic Drama Projects**: Data from DataEye-ADX indicates that the number of comic drama projects will surge from 234 in January to 17,944 by December 2025, representing a growth of over 76 times. Similarly, the number of comic drama materials will rise from 27,000 to 1,623,000, a growth of over 59 times [2][2]. 3. **Recognition of Seedance and Kling Models**: The Seedance 2.0 and Kling 3.0 models have gained significant industry recognition, enhancing their global influence. These models have shown remarkable advancements in key areas such as intelligent camera work, consistency, and audio-visual synchronization [2][2]. 4. **Investment Opportunities in Multi-modal Fields**: The advancements in video models present investment opportunities in the multi-modal sector, with industry leaders acknowledging the impressive capabilities of AI in understanding and integrating multi-modal information [2][2]. Recommendations - **Long-term Investment in Short/Comic Drama**: It is recommended to focus on long-term investment opportunities in the short and comic drama sectors, particularly in companies with strong IP accumulation and early positioning in the comic drama field, such as Chinese Online, Huayi Brothers, Kunlun Wanwei, and others [3][3]. - **Attractive Valuation for Kuaishou**: Kuaishou is highlighted as having an attractive valuation, with the release of the Ling 3.0 model expected to further enhance the company's AI business revenue and valuation [2][2]. Financial Projections - The projected non-IFRS net profits for the company from 2025 to 2027 are estimated at 20.6 billion, 22.9 billion, and 25.2 billion yuan, respectively. The current market capitalization corresponds to a valuation of only 12 times for 2026, maintaining a "buy" rating [3][3]. Risks - Potential risks include the pace of model technology iteration not meeting expectations, slow commercialization of AI applications, and regulatory policy risks within the industry [3][3].

Market Overview - A-shares experienced a broad rally on February 9, with major indices closing higher: Shanghai Composite Index rose by 1.41% to 4123.09 points, Shenzhen Component Index increased by 2.17%, and ChiNext Index climbed by 2.98% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.25 trillion yuan, an increase of approximately 103.75 billion yuan compared to the previous trading day, with 4,372 stocks rising and 717 stocks falling [1] - Net inflow of main funds was 26.13 billion yuan, with significant inflows into sectors such as semiconductors, communication equipment, and photovoltaic equipment, while sectors like liquor and precious metals saw net outflows [1] Hot Stocks - The top ten popular stocks included: GCL-Poly Energy, TCL Technology, Zhongwen Online, iReader Technology, Zhongchao Holdings, Jiecheng Co., 360 Security Technology, Tuojin New Energy, Hunan Silver, and Bona Film Group [1][2] GCL-Poly Energy - GCL-Poly Energy gained attention due to significant breakthroughs in the space photovoltaic sector, with Elon Musk announcing that SpaceX and Tesla aim to achieve 100GW of space photovoltaic capacity within three years [3] - The company's GTC perovskite/silicon tandem battery technology is identified as a suitable solution for this plan, aligning with market interest in related fields [3] TCL Technology - TCL Technology's rise is attributed to multiple favorable factors, including a 5-year, 1.65 billion yuan patent licensing agreement with Aiko Solar, which resolves related litigation and enhances profits [3] - The company also sold low-efficiency assets in Malaysia for 51 million USD to optimize its asset structure and is focusing on BC battery technology, planning to establish a global production center in the Philippines [3] Zhongwen Online - Zhongwen Online's popularity is driven by positive developments in the AI application sector, particularly following OpenAI's release of the Sora model for video generation [3] - The company has made significant investments in AIGC content ecosystems and has launched a new version of its AI content generation platform, aligning with trending concepts in AI [3] iReader Technology - iReader Technology's growth is fueled by breakthroughs in short drama and AI applications, leveraging its extensive IP reserves and deepening strategic cooperation with Douyin to ensure stable content distribution and commercialization [4][5] Zhongchao Holdings - Zhongchao Holdings' rise is supported by favorable policies, strategic transformation progress, and order gains, particularly in the humanoid robot sector following the establishment of a standardization committee [5] - The company is transitioning from traditional wire and cable business to high-end manufacturing in aerospace, with recent successful bids for significant projects [5] Jiecheng Co. - Jiecheng Co. is experiencing positive changes, including significant growth in operating cash flow and a subsidiary turning profitable, alongside a major copyright cooperation deal with Tencent worth 1.8 billion yuan [5] - The company is involved in trending sectors such as Sora and AI applications, aligning with market interests [5] 360 Security Technology - 360 Security Technology's popularity is attributed to its alignment with current AI trends, including AI applications and the Sora video generation model [6] - The company anticipates turning profitable by 2025 and is actively supporting domestic AI models while leading in AI security market share [6] Tuojin New Energy - Tuojin New Energy's rise is driven by favorable policies in the photovoltaic sector and the company's strategic initiatives, including maintaining over 30% of its total assets in self-owned photovoltaic power station assets [6] - The company is focusing on cutting-edge technologies such as perovskite and HJT batteries, in line with industry innovation trends [6]

Market Overview - On February 9, the Shanghai Composite Index rose by 1.41% to 4123 points, the Shenzhen Component Index increased by 2.17%, and the ChiNext Index surged by 2.98%. Market focus is on AI applications, CPO, and photovoltaic equipment sectors [1]. High-Performing Stocks - AI application concept stock Mingdiao Co. has achieved 6 consecutive trading limits in 7 days. Film stock Hengdian Film has reached 6 limits in 8 days. Chemical stock Baichuan Co. has seen 6 limits in 9 days. M&A stock Hanjian Heshan has 5 consecutive limits, while Kailong High-Tech has 4 consecutive limits with a 20% increase [3][4]. Key Stock Data - Notable stocks include: - STRE: +45.17% at 2.85, 11 days 9 limits [4] - Fuchuan Co.: +9.96% at 12.25, 9 days 6 limits [4] - Hengdian Film: +10.00% at 36.74, 8 days 6 limits [4] - Mingdiao Co.: +10.02% at 33.72, 7 days 6 limits [4] - Hanjian Heshan: +10.01% at 9.12, 5 consecutive limits [4] Top Net Buy and Sell Stocks - The top three net buy stocks on the Dragon and Tiger list are: - Zhongwen Online: 716 million [5] - TCL Zhonghuan: 517 million [5] - Zhongchao Holdings: 406 million [5] - The top three net sell stocks are: - Juyi Rigging: -302 million [6] - Sanbian Technology: -23.8 million [6] - Shenjian Co.: -194 million [6] Industry Insights - The successful launch of a reusable experimental spacecraft in China is expected to significantly reduce launch costs and promote the normalization of high-frequency commercial space launches [11]. - Elon Musk has indicated that SpaceX is focusing on building a self-sustaining city on the Moon within the next decade [11]. - TCL Zhonghuan, a leading photovoltaic silicon wafer company, has signed a 5-year, 1.65 billion yuan global licensing agreement for BC battery and components with Maxeon Solar Pte. Ltd. [15][16]. Trading Activity - TCL Zhonghuan's stock has seen a trading limit with a turnover rate of 10.70% and a total transaction value of 4.944 billion yuan [12]. - The stock's market share is the highest globally, with a production capacity of 190 GW and shipments of 125.8 GW in 2024 [16]. Conclusion - The market is currently experiencing significant activity in AI applications and photovoltaic sectors, with several stocks achieving consecutive trading limits and notable trading volumes. The developments in the commercial space sector are also expected to influence market dynamics positively [1][11][15].

沪深股通今日合计成交2730.05亿，其中贵州茅台和中际旭创分居沪股通和深股通个股成交额首位。板块主力资金方面，电子板块主力 资金净流入居首。 ETF成交方面，多只有色金属相关ETF份额大幅减少，其中有色金属ETF（512400）上周份额大减25.11亿份。龙虎榜方面，AI应用概 念股捷成股份今日2 0cm涨停，获三家一线游资（国泰海通证券三亚迎宾路、国泰海通证券上海江苏路、国盛证券宁波桑田路）合计买 入3.4 1亿。 一、沪深股通前十大成交 今日沪股通总成交金额为1257. 68亿，深股通总成交金额为1472 .37亿。 | | 沪股運（ | 2月9日 | | | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | 成交金额(亿元) | | 1 | 600519 | 贵州茅台 | 21.12 | | 2 | 603986 | 兆易创新 | 18.64 | | 3 | 601899 | 蒸等电,亚 | 17.62 | | 4 | 688256 | 寒武纪 | 16.76 | | 5 | 601318 | 中国平安 | 14.75 | | 6 | 600522 | 中天科技 ...

从沪股通前十大成交个股来看，贵州茅台位居首位；兆易创新和紫金矿业分居二、三位。 从深股通前十大成交个股来看，中际旭创位居首位；天孚通信和宁德时代分居二、三位。 二、板块个股主力大单资金 从板块表现来看，AI应用、化工、光伏、算力硬件等板块涨幅居前，油气板块跌幅居前。 一、沪深股通前十大成交 今日沪股通总成交金额为1257.68亿，深股通总成交金额为1472.37亿。 | | 沪股通( | 2月9日 | ) | | | --- | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | | 成交金额(亿元) | | 1 | 600519 | 贵州茅台 | | 21.12 | | 2 | 603986 | 兆易创新 | | 18.64 | | 3 | 668109 | 紫等处,不 | | 17.62 | | 4 | 688256 | 其武纪 | | 16.76 | | 5 | 601318 | 中国平安 | | 14.75 | | 6 | 600522 | 中大科技 | | 13.73 | | 7 | 601138 | 工业富联 | | 13.01 | | 8 | 688041 ...