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<!DOCTYPE html>
<html lang="zh-CN" data-theme="night">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>影视院线 - 概念深度研究报告</title>
<script src="https://cdn.tailwindcss.com"></script>
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.11.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
<style>
@import url('https://fonts.googleapis.com/css2?family=Lexend:wght@300;400;500;600;700&display=swap');
body {
font-family: 'Lexend', sans-serif;
background-color: #0c0a09; /* A very dark, near-black stone color */
background-image:
radial-gradient(at 27% 37%, hsla(215, 98%, 61%, 0.1) 0px, transparent 50%),
radial-gradient(at 97% 21%, hsla(125, 98%, 72%, 0.1) 0px, transparent 50%),
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radial-gradient(at 79% 53%, hsla(343, 68%, 79%, 0.1) 0px, transparent 50%);
background-attachment: fixed;
color: #e5e7eb;
}
.glass-card {
background: rgba(17, 24, 39, 0.6);
backdrop-filter: blur(20px);
-webkit-backdrop-filter: blur(20px);
border: 1px solid rgba(255, 255, 255, 0.1);
transition: all 0.3s ease;
}
.glass-card:hover {
background: rgba(31, 41, 55, 0.7);
border: 1px solid rgba(255, 255, 255, 0.2);
box-shadow: 0 0 25px rgba(118, 209, 255, 0.15);
}
.bento-grid {
display: grid;
gap: 1.5rem;
grid-template-columns: repeat(12, 1fr);
}
.bento-item {
border-radius: 1.5rem; /* 极致圆角 */
padding: 1.5rem;
overflow: hidden;
position: relative;
}
.bento-item-title {
font-size: 1.25rem;
font-weight: 600;
margin-bottom: 0.75rem;
color: #f0f8ff; /* AliceBlue for titles */
display: flex;
align-items: center;
}
.bento-item-title svg {
margin-right: 0.5rem;
flex-shrink: 0;
}
.glow-border {
position: relative;
}
.glow-border::before {
content: '';
position: absolute;
top: 0; right: 0; bottom: 0; left: 0;
z-index: -1;
margin: -1px;
border-radius: inherit;
background: conic-gradient(from 180deg at 50% 50%, #2a8af6 0deg, #a855f7 180deg, #2a8af6 360deg);
filter: blur(10px);
opacity: 0.5;
transition: opacity 0.3s ease;
}
.insight-section:hover .glow-border::before {
opacity: 0.8;
}
.table thead th {
background-color: rgba(55, 65, 81, 0.5);
color: #9ca3af;
font-weight: 600;
}
.table tbody tr:hover {
background-color: rgba(55, 65, 81, 0.7);
}
.highlight-text {
color: #7dd3fc; /* Light Sky Blue */
}
.positive-text { color: #4ade80; } /* Green 400 */
.negative-text { color: #f87171; } /* Red 400 */
.neutral-text { color: #fbbf24; } /* Amber 400 */
</style>
</head>
<body class="min-h-screen p-4 sm:p-8">
<div class="max-w-7xl mx-auto space-y-8">
<!-- Header -->
<header class="text-center p-6 glass-card rounded-3xl">
<h1 class="text-4xl md:text-5xl font-bold bg-clip-text text-transparent bg-gradient-to-r from-cyan-400 via-purple-400 to-pink-500 mb-2">
影视院线 · 概念深度研究
</h1>
<p class="text-base-content/70">
北京价值前沿科技有限公司 AI投研agent“价小前投研” 呈现
</p>
<div class="mt-2 text-xs text-warning">本报告为AI合成数据投资需谨慎。</div>
</header>
<!-- Insight Section -->
<main class="space-y-8">
<div class="glass-card rounded-3xl p-6 md:p-8 insight-section">
<div class="glow-border rounded-3xl p-1">
<div class="bg-[#111827] rounded-2xl p-6">
<h2 class="text-3xl font-bold mb-6 flex items-center">
<svg xmlns="http://www.w3.org/2000/svg" class="h-8 w-8 mr-3 text-cyan-400" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 10V3L4 14h7v7l9-11h-7z" /></svg>
概念核心 Insight
</h2>
<div class="space-y-6 text-base-content/90">
<!-- 0. 概念事件 -->
<div x-data="{ open: true }" class="glass-card rounded-2xl p-4">
<h3 @click="open = !open" class="text-xl font-semibold cursor-pointer flex justify-between items-center highlight-text">
<span>0. 概念事件:从低谷到反转的周期演进</span>
<svg :class="{'rotate-180': open}" class="w-5 h-5 transition-transform" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7" /></svg>
</h3>
<div x-show="open" x-collapse class="mt-4 space-y-3 prose max-w-none prose-invert prose-p:text-base-content/80 prose-li:text-base-content/80">
<p>“影视院线”概念在2024年至2025年期间经历了一次完整的<strong class="highlight-text">“预期低谷 → 基本面反转 → 市场追捧”</strong>的周期。</p>
<ul>
<li><strong>背景 (2024年):市场承压,预期冰点。</strong> 全年大盘表现低迷较2023年出现<span class="negative-text">双位数下滑</span>截至10月底总票房383亿元同比下降22.34%主因缺乏头部爆款。海外AMC院线同步承压市场情绪悲观。</li>
<li><strong>催化与反转 (2024年底 - 2025年初):政策与供给双重驱动。</strong> 国家启动<span class="positive-text">6亿元</span>电影消费补贴加强版权保护同时《哪吒2》、《唐探1900》等重磅影片公布市场预期开始修复。2025年春节档引爆市场1-2月票房创历史新高。</li>
<li><strong>行情确立 (2025年至今):业绩兑现,逻辑强化。</strong> 票房数据持续超预期截至9月中年度票房比2024年<span class="positive-text">提前76天</span>突破400亿。《哪吒2》(超146亿)、《疯狂动物城2》等爆款效应显著。横店影视Q1净利增56.77%,万达电影上半年净利<span class="positive-text">大增372.55%</span>,业绩全面兑现,股价联动拉升。</li>
</ul>
</div>
</div>
<!-- 1. 核心观点摘要 -->
<div class="glass-card rounded-2xl p-4">
<h3 class="text-xl font-semibold highlight-text">1. 核心观点摘要</h3>
<p class="mt-2 text-base-content/90">影视院线概念正处于由<strong class="highlight-text">强劲供给驱动的基本面反转阶段</strong>。经历2024年的市场出清后2025年以《哪吒2》为代表的超级爆款不仅引爆了票房更验证了<strong class="highlight-text">“IP商业化”</strong><strong class="highlight-text">“国产电影全球化”</strong>两大长期增长逻辑。当前,行业的核心驱动力已从单纯的观影人次修复,转向<strong class="text-purple-400 font-semibold">头部内容IP的价值重估</strong><strong class="text-purple-400 font-semibold">院线龙头集中度提升</strong>的双轮驱动。</p>
</div>
<!-- 2. 核心逻辑与市场认知 -->
<div x-data="{ open: true }" class="glass-card rounded-2xl p-4">
<h3 @click="open = !open" class="text-xl font-semibold cursor-pointer flex justify-between items-center highlight-text">
<span>2. 核心逻辑与市场认知分析</span>
<svg :class="{'rotate-180': open}" class="w-5 h-5 transition-transform" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7" /></svg>
</h3>
<div x-show="open" x-collapse class="mt-4 space-y-4 prose max-w-none prose-invert prose-p:text-base-content/80 prose-li:text-base-content/80">
<div>
<h4 class="font-semibold text-lg text-cyan-300">三大核心驱动力:</h4>
<ol>
<li><strong>供给决定需求:</strong> 行业的根本逻辑2024年的惨淡与2025年的火爆形成鲜明对比变量就是有无“持续优质影片供给”。</li>
<li><strong>高经营杠杆效应:</strong> 影院固定成本高,路演显示横店院线单月票房超<strong class="positive-text">33亿元</strong>即进入高利润弹性区。万达电影上半年372.55%的净利润增速完美诠释此特性。</li>
<li><strong>IP价值延伸</strong> <strong class="text-purple-400">“IP × 衍生品 × 全球化”</strong>是本轮行情新核心。《哪吒2》衍生品火爆与万代南梦宫合作打通“中国IP+全球渠道”模式,为行业打开超越票房的天花板。</li>
</ol>
</div>
<div>
<h4 class="font-semibold text-lg text-cyan-300">预期差分析:</h4>
<ul>
<li><strong class="neutral-text">对爆款的极端依赖:</strong> 市场可能低估其依赖性春节档《哪吒2》一部影片票房占比或达60-70%,行业繁荣高度绑定少数影片。</li>
<li><strong class="neutral-text">非票业务的当前贡献:</strong> “IP衍生品”叙事宏大但目前院线非票业务仍以餐饮、广告为主广告业务复苏滞后衍生品对当前业绩的实际贡献可能被高估。</li>
<li><strong class="neutral-text">国产电影全球化的阶段:</strong> 目前出海成功案例多集中于动画电影和华人文化圈,在非华语主流市场的突破仍处早期,市场预期可能过于乐观。</li>
</ul>
</div>
</div>
</div>
<!-- 3. 关键催化剂与发展路径 -->
<div x-data="{ open: true }" class="glass-card rounded-2xl p-4">
<h3 @click="open = !open" class="text-xl font-semibold cursor-pointer flex justify-between items-center highlight-text">
<span>3. 关键催化剂与未来发展路径</span>
<svg :class="{'rotate-180': open}" class="w-5 h-5 transition-transform" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7" /></svg>
</h3>
<div x-show="open" x-collapse class="mt-4 space-y-4 prose max-w-none prose-invert prose-p:text-base-content/80 prose-li:text-base-content/80">
<div>
<h4 class="font-semibold text-lg text-cyan-300">近期催化剂 (未来3-6个月):</h4>
<ul>
<li><strong>重点档期影片表现:</strong> 《误杀3》12月31日、《唐探1900》、《蛟龙行动》春节档等影片的票房数据是验证行业景气度的关键。</li>
<li><strong>消费补贴政策效果:</strong> 6亿元惠民消费季补贴对观影人次的实际拉动效果。</li>
<li><strong>上市公司业绩预告:</strong> 2025年三季报/年报预告将是兑现逻辑、巩固信心的重要事件。</li>
</ul>
</div>
<div>
<h4 class="font-semibold text-lg text-cyan-300">长期发展三阶段路径:</h4>
<ol>
<li><strong>阶段一 (当前):票房修复与集中度提升。</strong> 爆款驱动大盘恢复,头部院线(如万达电影)市占率持续提升。</li>
<li><strong>阶段二IP商业化深化。</strong> 超越票房深度开发头部IP衍生品价值推动“中国IP+全球渠道”模式复制。</li>
<li><strong>阶段三:技术赋能与模式创新。</strong> AI文生视频降低制作成本院线向“超级娱乐空间”、“影视基地旅游+短剧”等多元业态转型。</li>
</ol>
</div>
</div>
</div>
<!-- 4. 产业链与核心公司剖析 -->
<div class="glass-card rounded-2xl p-4">
<h3 class="text-xl font-semibold highlight-text mb-4">4. 产业链与核心公司深度剖析</h3>
<div class="overflow-x-auto">
<table class="table table-zebra w-full text-sm">
<thead>
<tr>
<th>公司</th>
<th>核心逻辑</th>
<th>竞争优势</th>
<th>潜在风险</th>
<th>纯粹度</th>
</tr>
</thead>
<tbody>
<tr>
<td class="font-bold">万达电影</td>
<td>全产业链龙头+经营效率</td>
<td>市占率第一(16.9%+)单银幕产出为行业均值2倍内容+渠道双强;非票业务布局领先。</td>
<td>高经营杠杆致业绩波动大;广告业务复苏慢。</td>
<td class="text-green-400 font-semibold">最高</td>
</tr>
<tr>
<td class="font-bold">横店影视</td>
<td>差异化竞争+新业务探索</td>
<td>深耕三四五线城市(贡献70%业务);轻资产扩张;“影视基地旅游+短剧”协同;布局谷子经济。</td>
<td>下沉市场复苏速度待观察;参投影片表现不稳定。</td>
<td class="text-green-400 font-semibold">较高</td>
</tr>
<tr>
<td class="font-bold">光线传媒</td>
<td>爆款内容驱动</td>
<td>动画电影绝对龙头拥《哪吒》等顶级IP《哪吒2》验证其IP运营能力。</td>
<td>业绩高度依赖单片,波动性极大。</td>
<td class="text-amber-400 font-semibold">中等</td>
</tr>
<tr>
<td class="font-bold">博纳影业</td>
<td>主旋律商业片专家</td>
<td>主旋律大片制作经验丰富;影片储备多(16个项目),含《蛟龙行动》等续作。</td>
<td>业绩处减亏阶段,盈利能力待修复;题材相对单一。</td>
<td class="text-amber-400 font-semibold">中等</td>
</tr>
</tbody>
</table>
</div>
</div>
<!-- 5. 潜在风险与挑战 -->
<div x-data="{ open: false }" class="glass-card rounded-2xl p-4">
<h3 @click="open = !open" class="text-xl font-semibold cursor-pointer flex justify-between items-center text-red-400">
<span>5. 潜在风险与挑战</span>
<svg :class="{'rotate-180': open}" class="w-5 h-5 transition-transform" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7" /></svg>
</h3>
<div x-show="open" x-collapse class="mt-4 space-y-3 prose max-w-none prose-invert prose-p:text-base-content/80 prose-li:text-base-content/80">
<ul>
<li><strong>内容供给不确定性:</strong> 行业核心风险。一旦缺乏超级爆款,市场可能迅速降温,高经营杠杆将反噬利润。</li>
<li><strong>IP衍生品开发非普适性</strong> 动画、科幻IP易于开发但现实主义、喜剧等题材的商业化路径尚不清晰模式难复制。</li>
<li><strong>进口片政策变动:</strong> “适度减少美国影片进口”可能导致优质内容总供给减少,影响观影总人次。</li>
<li><strong>信息交叉验证风险:</strong> 路演中对院线分账比例存在57%和52%两种说法5%的差异对利润模型影响巨大,反映市场认知存在模糊。</li>
</ul>
</div>
</div>
</div>
</div>
</div>
</div>
</main>
<!-- Market Data Bento Grid -->
<section class="bento-grid">
<div class="glass-card bento-item col-span-12 md:col-span-8">
<h3 class="bento-item-title">
<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-sky-400" fill="none" viewBox="0 0 24 24" stroke="currentColor" stroke-width="2"><path stroke-linecap="round" stroke-linejoin="round" d="M13 7h8m0 0v8m0-8l-8 8-4-4-6 6" /></svg>
市场表现与票房数据
</h3>
<div id="boxOfficeChart" class="w-full h-72"></div>
</div>
<div class="glass-card bento-item col-span-12 md:col-span-4">
<h3 class="bento-item-title">
<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-lime-400" fill="none" viewBox="0 0 24 24" stroke="currentColor" stroke-width="2"><path stroke-linecap="round" stroke-linejoin="round" d="M17 9V7a2 2 0 00-2-2H5a2 2 0 00-2 2v6a2 2 0 002 2h2m2 4h10a2 2 0 002-2v-6a2 2 0 00-2-2H9a2 2 0 00-2 2v6a2 2 0 002 2zm7-5a2 2 0 11-4 0 2 2 0 014 0z" /></svg>
关键数据点
</h3>
<ul class="space-y-3 text-sm">
<li><strong>2024 vs 2025</strong> 2024年大盘<span class="negative-text">双位数下滑</span>2025年市场<span class="positive-text">强劲复苏</span>9月票房已提前76天达400亿。</li>
<li><strong>爆款效应:</strong> 《哪吒2》票房超<strong class="positive-text">146亿</strong>《疯狂动物城2》6天近<strong class="positive-text">20亿</strong>,均大超预期。</li>
<li><strong>万达市占率:</strong> 2024上半年<strong class="positive-text">16.9%</strong>稳定行业首位目标20%以上。</li>
<li><strong>横店业绩:</strong> 2025Q1净利增<strong class="positive-text">56.77%</strong>院线票房增50.76%。</li>
<li><strong>进口片占比:</strong> 趋势持续下滑2023年美国进口片占比约<strong class="neutral-text">13.6%</strong></li>
</ul>
</div>
<div class="glass-card bento-item col-span-12 md:col-span-6">
<h3 class="bento-item-title">
<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-purple-400" fill="none" viewBox="0 0 24 24" stroke="currentColor" stroke-width="2"><path stroke-linecap="round" stroke-linejoin="round" d="M10 20l4-16m4 4l4 4-4 4M6 16l-4-4 4-4" /></svg>
行业驱动与技术变革
</h3>
<ul class="space-y-3 text-sm">
<li><strong>核心驱动:</strong> 行业本质由<strong class="highlight-text">供给决定需求</strong>,持续优质影片供给推动增长。</li>
<li><strong>产业链:</strong> 影投具<strong class="highlight-text">强经营杠杆效应</strong>,大盘修复带动收入和毛利率同步提升。院线公司向上游出品端拓展,享受弹性。</li>
<li><strong>新逻辑:</strong> <strong class="text-purple-400">IP×衍生品×全球化</strong>共振开启新纪元《哪吒2》验证国产IP商业化能力。</li>
<li><strong>技术影响:</strong> <strong class="highlight-text">AI文生视频技术</strong>驱动影视行业变革有望大幅降低动画制作成本。华策影视已与智谱AI合作开发影视垂直模型。</li>
</ul>
</div>
<div class="glass-card bento-item col-span-12 md:col-span-6">
<h3 class="bento-item-title">
<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-amber-400" fill="none" viewBox="0 0 24 24" stroke="currentColor" stroke-width="2"><path stroke-linecap="round" stroke-linejoin="round" d="M19 20H5a2 2 0 01-2-2V6a2 2 0 012-2h10a2 2 0 012 2v1m2 13a2 2 0 01-2-2V7m2 13a2 2 0 002-2V9a2 2 0 00-2-2h-2m-4-3h2m-4 3h2m-4 3h2m-4 3h2" /></svg>
重点影片储备 (2025及以后)
</h3>
<div class="grid grid-cols-2 gap-x-4 gap-y-2 text-sm">
<div><strong>万达电影:</strong> 《误杀3》,《唐探1900》</div>
<div><strong>博纳影业:</strong> 《蛟龙行动》,《克什米尔公主号》</div>
<div><strong>光线传媒:</strong> 《哪吒2》,《小倩》,《大圣闹天宫》</div>
<div><strong>横店影视(参投):</strong> 《射雕》,《熊出没》</div>
<div><strong>中国电影:</strong> 《射雕英雄传:侠之大者》</div>
<div><strong>其他重点:</strong> 《封神第二部》</div>
</div>
</div>
<div class="glass-card bento-item col-span-12">
<h3 class="bento-item-title">
<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-rose-400" fill="none" viewBox="0 0 24 24" stroke="currentColor" stroke-width="2"><path stroke-linecap="round" stroke-linejoin="round" d="M9 12l2 2 4-4m5.618-4.016A11.955 11.955 0 0112 2.944a11.955 11.955 0 01-8.618 3.04A12.02 12.02 0 003 9c0 5.591 3.824 10.29 9 11.622 5.176-1.332 9-6.03 9-11.622 0-1.042-.133-2.052-.382-3.016z" /></svg>
政策与监管动态
</h3>
<ul class="space-y-3 text-sm">
<li><strong>进口片政策:</strong> 国家电影局表示将遵循市场规律,<strong class="neutral-text">适度减少美国影片进口数量</strong>。预计将加大引进非美国大片,支持国产电影替代。</li>
<li><strong>版权保护:</strong> 四部门联合部署院线电影版权保护专项工作,加强<strong class="highlight-text">全链条保护</strong>,维护市场秩序。</li>
<li><strong>消费补贴:</strong> 国家电影局启动“全国电影惠民消费季”,预计投入不少于<strong class="positive-text">6亿元</strong>观影消费补贴,提振市场。</li>
</ul>
</div>
</section>
<!-- Stock List Section -->
<section class="space-y-6">
<div class="glass-card bento-item bg-gradient-to-br from-indigo-500/20 via-purple-500/20 to-pink-500/20">
<h3 class="bento-item-title">
<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-yellow-300" fill="none" viewBox="0 0 24 24" stroke="currentColor" stroke-width="2"><path stroke-linecap="round" stroke-linejoin="round" d="M9.663 17h4.673M12 3v1m6.364 1.636l-.707.707M21 12h-1M4 12H3m3.343-5.657l-.707-.707m2.828 9.9a5 5 0 117.072 0l-.548.547A3.374 3.374 0 0014 18.469V19a2 2 0 11-4 0v-.531c0-.895-.356-1.754-.988-2.386l-.548-.547z" /></svg>
涨幅异动分析:文投控股 (600715)
</h3>
<div class="prose max-w-none prose-invert prose-sm text-base-content/80">
<p><strong>核心结论:</strong> 国家电影局“影院复苏2.0补贴+20亿元国产片专项基金”政策落地影视院线板块整体拉升<strong class="highlight-text">小市值、筹码轻</strong>的文投控股被资金选为情绪龙头而涨停。</p>
<p><strong>驱动逻辑解析:</strong></p>
<ul>
<li><strong>板块β驱动:</strong> 政策催化板块情绪升温,公司作为主营影院投资与发行的标的直接受益。</li>
<li><strong>个股α挖掘:</strong> 市值小(45亿),流通盘轻(不足30亿),弹性大。同时,母公司文投集团为暑期档爆款影片联合出品方的旧闻被资金重新放大。</li>
<li><strong>政策叠加:</strong> 公司潜在受益于“国产片专项基金”和“影院复苏补贴”双重政策红利,提振票房预期。</li>
</ul>
<p><strong>总结:</strong> 典型的“政策催化板块β → 小市值弹性龙头被选中 → 个股关联利好被二次挖掘”的上涨路径。</p>
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<h2 class="text-2xl font-bold mb-6 flex items-center">
<svg xmlns="http://www.w3.org/2000/svg" class="h-7 w-7 mr-3 text-emerald-400" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 17v-2m3 2v-4m3 4v-6m2 10H7a2 2 0 01-2-2V5a2 2 0 012-2h5.586a1 1 0 01.707.293l5.414 5.414a1 1 0 01.293.707V19a2 2 0 01-2 2z" /></svg>
概念相关股票列表
</h2>
<div class="overflow-x-auto">
<table class="table w-full">
<thead>
<tr>
<th>股票名称</th>
<th>股票代码</th>
<th>核心业务标签</th>
<th>其他标签</th>
</tr>
</thead>
<tbody>
<tr><td>万达电影</td><td><a href="https://valuefrontier.cn/company?scode=002739" target="_blank" class="link link-hover text-sky-400">002739</a></td><td>电影发行, 电影院线, 电视剧发行</td><td>电影, 电视剧, 发行, 院线</td></tr>
<tr><td>横店影视</td><td><a href="https://valuefrontier.cn/company?scode=603103" target="_blank" class="link link-hover text-sky-400">603103</a></td><td>电影发行, 电影院线</td><td>电影, 发行, 院线</td></tr>
<tr><td>博纳影业</td><td><a href="https://valuefrontier.cn/company?scode=001330" target="_blank" class="link link-hover text-sky-400">001330</a></td><td>电影发行, 电影院线</td><td>电影, 发行, 院线</td></tr>
<tr><td>光线传媒</td><td><a href="https://valuefrontier.cn/company?scode=300251" target="_blank" class="link link-hover text-sky-400">300251</a></td><td>电影发行, 电视剧发行</td><td>电影, 电视剧, 发行</td></tr>
<tr><td>中国电影</td><td><a href="https://valuefrontier.cn/company?scode=600977" target="_blank" class="link link-hover text-sky-400">600977</a></td><td>电影发行</td><td>电影, 发行</td></tr>
<tr><td>上海电影</td><td><a href="https://valuefrontier.cn/company?scode=601595" target="_blank" class="link link-hover text-sky-400">601595</a></td><td>电影发行</td><td>电影, 发行</td></tr>
<tr><td>幸福蓝海</td><td><a href="https://valuefrontier.cn/company?scode=300528" target="_blank" class="link link-hover text-sky-400">300528</a></td><td>电影院线</td><td>电影, 院线, 涨幅>10%</td></tr>
<tr><td>金逸影视</td><td><a href="https://valuefrontier.cn/company?scode=002905" target="_blank" class="link link-hover text-sky-400">002905</a></td><td>电影院线</td><td>电影, 院线, 涨幅>10%</td></tr>
<tr><td>北京文化</td><td><a href="https://valuefrontier.cn/company?scode=000802" target="_blank" class="link link-hover text-sky-400">000802</a></td><td>电影发行, 电视剧发行</td><td>电影, 电视剧, 发行</td></tr>
<tr><td>华谊兄弟</td><td><a href="https://valuefrontier.cn/company?scode=300027" target="_blank" class="link link-hover text-sky-400">300027</a></td><td>电影发行, 经纪方, 电视剧发行</td><td>电影, 电视剧, 发行, 经纪方</td></tr>
<tr><td>华策影视</td><td><a href="https://valuefrontier.cn/company?scode=300133" target="_blank" class="link link-hover text-sky-400">300133</a></td><td>经纪方, 电视剧发行</td><td>电影, 电视剧, 经纪方, 发行</td></tr>
<tr><td>欢瑞世纪</td><td><a href="https://valuefrontier.cn/company?scode=000892" target="_blank" class="link link-hover text-sky-400">000892</a></td><td>经纪方, 电视剧发行</td><td>电影, 电视剧, 经纪方, 发行</td></tr>
<tr><td>百纳千成</td><td><a href="https://valuefrontier.cn/company?scode=300291" target="_blank" class="link link-hover text-sky-400">300291</a></td><td>电视剧发行</td><td>电视剧, 发行</td></tr>
<tr><td>慈文传媒</td><td><a href="https://valuefrontier.cn/company?scode=002343" target="_blank" class="link link-hover text-sky-400">002343</a></td><td>电视剧发行</td><td>电视剧, 发行</td></tr>
<tr><td>芒果超媒</td><td><a href="https://valuefrontier.cn/company?scode=300413" target="_blank" class="link link-hover text-sky-400">300413</a></td><td>经纪方</td><td>电影, 经纪方</td></tr>
<tr><td>浙文影业</td><td><a href="https://valuefrontier.cn/company?scode=601599" target="_blank" class="link link-hover text-sky-400">601599</a></td><td>电视剧发行</td><td>电视剧, 发行</td></tr>
<tr><td>唐德影视</td><td>N/A</td><td>电视剧发行</td><td>电视剧, 发行</td></tr>
</tbody>
</table>
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