In the past week (February 10-February 14), the three major A-share indices rose collectively. As of the close of trading on February 14, the Shanghai Composite Index was reported at 3346.72 points, up 1.30% for the week; The Shenzhen Component Index was reported at 10,626.62 points, up 0.48% for the week; The GEM index was reported at 2176.16 points, up 0.08% for the week.

Specifically, nearly 56% of individual stocks rose during the week, 437 stocks rose by more than 10%, and 238 stocks fell by more than 5%. According to the first-level industry classification of Shenwan, media, computer, commerce and retail, communications, medicine and biology and other sectors were among the top gainers, of which the media sector rose by more than 9% weekly, with the most outstanding performance. Coal, national defense and military industry, petroleum and petrochemical sectors fell first, and the coal sector fell more than 1% in the week, becoming the weakest sector this week.

Which stocks are leading the gains? Which stocks led the decline? 21 Investment Connect continues to provide you with insights every week.

"Nezha 2" soared at the box office, and the market value of the most bullish stock Guangguang Media exceeded 100 billion in 8 days and 6 boards

In this issue of the bull stock list, Guangguang Media (300251. SZ) won the championship with a weekly gain of 148.78%, and Yongxin Zhicheng (688244. SH) ranked second with an increase of 80.79%, and Qingyun Technology-U (688316.SH) and Parallel Technology (839493.BJ) rose by more than 65% for the week. The ten stocks on the bull stock list in this issue have all risen by more than 60% in the past week, of which 8 stocks are DeepSeek concept stocks.

On February 14, Guangguang Media once again set a 20CM daily limit, walked out of 8 days and 6 boards, with a turnover of nearly 9 billion yuan and a total market value of 101.9 billion yuan, continuing to hit a record high.

In fact, since the beginning of the Year of the Snake, the share price of Guangguang Media has risen sharply, and Nancai Financial Terminal data shows that from February 5 to February 14, Guangguang Media has risen by more than 264% in 8 trading days after the Festival, and its market value has increased by about 72 billion yuan.

(Image source: Nancai Financial Terminal).

The soaring stock price of Guangguang Media is inseparable from the explosion of "Nezha's Demon Boy in the Sea" (hereinafter referred to as "Nezha 2").

Since its official release on January 29, "Nezha 2" has created a number of records: it topped the box office list of China's film history on February 6, topped the box office list of a single market in global film history on February 7, and the global cumulative box office (including pre-sale) officially exceeded 10 billion at 19 o'clock on the evening of February 13, becoming the first 10 billion box office film in Asia, ranking 17th in the global box office and 3rd in the global animated film, while the ranking is still rising.

According to the data of Lighthouse Professional Edition, the mainstream media expected its box office before the release of "Nezha 2" to be between 3.8 billion and 5 billion yuan; During the Spring Festival from January 29th to February 4th, the box office expectation of "Nezha 2" was revised upward from 4.56 billion yuan to 8.52 billion yuan, and further revised up to the current 15.34 billion yuan. According to the forecast of Maoyan Professional Edition, another authoritative data platform, the final box office of "Nezha 2" is expected to reach 16.03 billion yuan.

According to Nancai Express, the basic account sharing ratio of the movie "Nezha 2" is 43% (filmmaker): 57% (theater). After deducting the corresponding taxes and distribution costs, the film can recognize the revenue according to the proportion of investment. According to the data of Maoyan Professional Edition, the proportion of the account-sharing box office of "Nezha 2" to the account-sharing box office is 39.32%.

On the evening of February 5, Guangguang Media announced that as of February 4, the cumulative box office revenue of "Nezha 2" was about 4.84 billion yuan, more than 50% of the operating income of the company's audited consolidated financial statements in the most recent fiscal year. The company's operating income from the film ranged from approximately RMB950 million to RMB1.010 billion.

The announcement pointed out that the film is in theaters, and the final box office revenue is subject to the officially confirmed settlement statements of various cinema chains in Chinese mainland. At the same time, the film's copyright sales revenue in Chinese mainland and distribution income in overseas regions have not yet been settled. There may be a difference between operating income, such as box office revenue, and the actual recognizable operating income of the Company.

According to this calculation, the box office of "Nezha 2" has exceeded 10 billion yuan, and the revenue of Guangguang Media from the film may be 1.96 billion yuan to 2.09 billion yuan; if the final box office of "Nezha 2" reaches the predicted 16 billion yuan, perhaps Guangguang Media can share more than 3 billion yuan in revenue.

According to the financial report, Guangguang Media's revenue in 2023 will be 1.546 billion yuan, with a net profit attributable to the parent of 418 million yuan, and the revenue in the first three quarters of 2024 will be 1.442 billion yuan, with a net profit attributable to the parent of 461 million yuan.

A number of high-level humanoid robot concept stocks ebbed

Among the top 10 bear stocks in this issue, delisted Zhuo Lang (600225. SH) became the bearest stock of the period with a decline of 23.33%. New Year in Five Continents (603667. SH), EFORT-U (688165.SH), Kute Intelligent (300840. SZ) and other stocks fell by more than 12% weekly.

Since January 7, 2025, the concept of humanoid robots has continued to go strong. After the Spring Festival, the humanoid robot sector continued to rise previously, and on February 6, the concept of humanoid robots rose by more than 7%.

For the post-holiday surge of robots, the most direct catalytic factor is the appearance of Yushu humanoid robots at the Spring Festival Gala. In the 2025 CCTV Spring Festival Gala, the famous film director Zhang Yimou joined hands with Hangzhou Yushu Technology and Xinjiang University of the Arts to bring the program "Yang BOT". Ushu H1 humanoid robot wears a flower shoulder, performs Yangge twisting, and changes handkerchiefs.

However, on February 13th and 14th, the concept of humanoid robots began to adjust, and many high-level popular stocks ebbed. In this bear list, the share prices of Wuzhou New Year, Eft-U, and Construction Industry all hit record highs in the early stage, and have fallen into correction in the past week.

For the follow-up development of humanoid robots, many institutions remain optimistic:

CITIC Securities: Humanoid robots have entered the landing stage, the certainty of the robot industry chain has been significantly enhanced, we believe that the humanoid robot industry chain has ushered in a leap inflection point, we believe that excellent Chinese auto parts companies have stepped up the layout, they will be able to create their own new growth curve in the wave of humanoid robots with excellent supply capacity and cost control capabilities.

Shanghai Securities: Recently, the domestic and foreign industry has ushered in intensive catalysis, the industry tide has increased significantly, and the emergence of artificial intelligence companies such as DeepSeek has promoted the development of general robot models. The commercialization of humanoid robots can be expected, and it is recommended to pay attention to the domestic parts manufacturers that have benefited, and it is recommended to pay attention to the catalysis of events related to the humanoid robot industry chain: the latest progress update of Optimus, the release of achievements of domestic and foreign manufacturers of humanoid robots, etc.