智通财经APP获悉，10月15日，"澳門銀河™"综合度假城宣布再度与大麦娱乐(01060)、澳门通续签为期三年的战略合作协议。此次合作标志着三方在过去合 作的基础上，将进一步整合资源、发挥各自优势，推动澳门文化娱乐行业升级，为粤港澳大湾区呈现更加多元化、高品质的现场及在线演出。 在战略合作的契机下，"澳門銀河"还成功引进了内地顶尖演出及大型综艺活动落户澳门，其中包括如时代少年团演唱会、王源演唱会、《剧好听的演唱 会》、《甄嬛爱不停——甄嬛传小主节晚会》，以及多场脱口秀专场等活动。 在票务层面，大麦娱乐将持续与"澳門銀河"推进票务系统的全面合作，并协助澳门通实现票务系统技术和硬件配套升级，力求让观众有更方便顺畅的购票体 验。合作项目也会在三方平台上得到更显著的宣传，使演出活动知名度进一步提升。 据悉，此前"澳門銀河"与大麦娱乐在票务系统与内容引进上已展开多次深度合作。大麦娱乐旗下演出行业数智化经营管理平台麦座于2024年启动国际化，其 首个国际版票务系统于同年正式交付银河综艺馆使用。该系统支持大型热门演出瞬时大流量抢票，具备高防DDOS、防机刷等多重安全保障机制，为用户带 去了更便捷、顺畅、平稳的购票体验。 图 ...

在亲子演出市场整体增速放缓的当下，大麦娱乐旗下酷小麦亲子厂牌以强劲表现跑出"加速度"。日前，大麦娱乐对外披露了酷小麦过去半年的投制成绩：数 据显示，2025年4月至9月，酷小麦累计落地小空间精品儿童剧1400场，较去年同期实现3倍增长，凭借领先的投制体量与专业的运营能力，跃居国内亲子演 出领域投制规模榜首。 自制方面，酷小麦依托优酷少儿丰富的原创动画IP储备，不断拓展舞台剧改编边界，为市场注入新鲜供给。继《钢铁飞龙》《小狼乐宾之我的伙伴》等作品 收获好评后，今年全新推出的互动冒险音乐儿童剧《缇娜托尼.星星的秘密》再续佳绩，该剧大麦评分高达9.5，巡演先后落地到北京、上海、南京、杭州等 多城，被家长评价为"兼具趣味性与教育意义的剧场美育课"。 《"谜"人的三星堆》演出剧照 与此同时，酷小麦还关注"新形式、新表达"，致力于打造种善心、悟童心、具匠心的儿童戏剧精品。其与北京儿童艺术剧院联合出品的《"谜"人的三星 堆》，以"文物复活"为核心创意，将青铜神树、纵目面具等文物转化为舞台角色，打破传统儿童剧的视觉与叙事框架，让厚重历史转化为孩子可理解的剧场 体验，实现了文化启蒙与趣味观赏的自然融合。该剧大麦评分高达9.9， ...

Market Overview - The Hong Kong stock market experienced a significant decline, with the Hang Seng Index closing at 25,441 points, down 1.73%, while the Hang Seng Tech Index fell 3.62%, dropping below the 6,000-point mark [1][2] - Major technology stocks led the market downturn, with semiconductor stocks also suffering substantial losses [2][4] Sector Performance - The technology sector saw widespread declines, with notable drops including Hua Hong Semiconductor down over 13% and SMIC down over 8% [4][5] - Gold and precious metals stocks also fell sharply, with Zijin Mining and Chifeng Jilong Gold both dropping over 6% [6] - The gambling sector continued its downward trend, with New World Development down over 8% and Galaxy Entertainment down over 5% [11][12] - Conversely, banking stocks showed resilience, with Chongqing Rural Commercial Bank rising over 6% and China Merchants Bank up over 4% [13][14] - The film and entertainment sector performed well, with Huayi Brothers Media surging nearly 20% [15][16] Capital Flows - Southbound funds recorded a net inflow of 8.603 billion HKD, indicating continued interest in Hong Kong stocks despite the market volatility [17] Future Outlook - Analysts suggest that the recent escalation in US-China trade tensions may increase market uncertainty, but they remain optimistic about the medium-term outlook for Hong Kong stocks, particularly in sectors like AI, innovative pharmaceuticals, and new consumption [19]

Core Viewpoint - DaMai Entertainment (01060.HK) has seen a significant increase in its stock price, rising over 5% to reach 1.04 HKD with a trading volume of 301 million HKD [1] Group 1 - DaMai Entertainment's stock price increased by 5.05% [1] - The current stock price is reported at 1.04 HKD [1] - The trading volume reached 301 million HKD [1]

Group 1 - The core viewpoint of the article highlights that Damai Entertainment (01060) has seen a stock increase of over 5%, currently trading at 1.04 HKD with a transaction volume of 301 million HKD [1] - According to招商证券, Damai Entertainment's business encompasses a full industry chain including film production and distribution, live performances and ticketing, IP licensing and derivatives, as well as series and artist management, forming an ecosystem of "content production - promotional services - commercial derivatives - technological innovation" [1] - The company has served over 150 million audience members across various performance sectors such as film, music, drama, exhibitions, and sports, with its subsidiary Aliyu ranking among the top 11 global licensing agents, creating a comprehensive IP matrix from top-tier to lightweight [1] Group 2 - 华创证券 suggests that the impact of tariff shocks on the media and internet sector may be more of a short-term emotional impact, indicating that there is no need for excessive pessimism [1] - The firm recommends focusing on defensive sectors such as publishing, low market capitalization stocks, and domestic demand within the Hong Kong market [1] - Damai Entertainment is identified as a beneficiary of high domestic demand for live performances and domestic IP, making it a notable target in the IP derivative sector [1]

Core Viewpoint - DaMai Entertainment (01060) has seen a stock increase of over 5%, currently trading at 1.04 HKD with a transaction volume of 301 million HKD, indicating positive market sentiment towards the company [1] Company Overview - DaMai Entertainment's business encompasses a full industry chain including film production and distribution, live performances and ticketing, IP licensing and derivatives, as well as series and artist management, forming an ecosystem of "content production—promotion services—commercial derivatives—technology innovation" [1] - The company has served over 150 million audience members across various performance sectors such as film, music, drama, exhibitions, and sports [1] - DaMai's subsidiary, Aliyu, ranks among the top 11 global licensing agents, establishing a comprehensive IP matrix that includes both major and lightweight IPs [1] Market Analysis - According to Huachuang Securities, the impact of tariff shocks on the media and internet sector is likely to be a short-term emotional impact, suggesting that there is no need for excessive pessimism [1] - The firm recommends focusing on defensive sectors such as publishing, low market capitalization stocks, and domestic demand within the Hong Kong market [1] - DaMai Entertainment is highlighted as a key beneficiary in the domestic live performance sector and high-demand IP derivatives, particularly in the context of domestic consumption [1]

凤凰云智iCIRENA在此次国庆观影高峰中的出色表现，得益于其纯原生云系统架构和先进算法技术。该 系统打破了传统影院管理软件的技术瓶颈，在数据处理能力和系统性能优化方面实现重大突破。 使用iCIRENA智慧系统的相关影院负责人表示，"iCIRENA系统的表现非常优秀，特别是在'半价睇好 戏'预售当日，当其他戏院系统面临拥堵故障时，iCIRENA都能提供丝滑购票体验，无疑令我们的销售 增加。"另有影院工作人员表示，"iCIRENA在稳定性方面较原有系统显著提升，核心优势在于具备针对 市场反馈的实时响应能力，可基于实时数据动态调整排片策略。"此外，凤凰云智iCIRENA完善的系统 功能为影城的"电影+"业务经营提供了更多便利。 "在iCIRENA的支持下，观众可以非常方便地在网上 加购爆谷小食，帮我们影城提升了营业额。" 此次国庆期间不同影院系统的表现差异，反映了电影行业数字化转型进程中的技术分水岭。以凤凰云智 iCIRENA为代表的数字化经营管理模式，不仅提升了售票系统的整体性能和用户体验，也为电影行业的 技术进步和创新发展探索了更多可能性。随着观众对线上购票体验要求的不断提高，稳定、高效、智能 的票务系统已成 ...

国庆期间，香港特区政府联合社会各界推出多项文化休闲优惠活动，与市民共庆佳节。其中，全港商业 影院于10月1日推出的"半价睇好戏"活动掀起观影抢票热潮，不少影院售票系统因此面临短时间内的高 并发访问压力，出现排队拥堵情况，最高预计等候时间长达99分钟。对比之下，英皇戏院、Cinema City等影院表现稳健，系统在高流量冲击下依然保持流畅运行，为观众提供了顺畅的选座购票体验。这 背后，有赖于大麦娱乐凤凰云智iCIRENA智慧系统的有效助力。 凤凰云智是大麦娱乐(01060)为影院打造的数字化经营管理平台，目前已覆盖中国内地5600家影城，市 场份额稳居行业第一。2024年3月，以内地电影市场的多年实践经验为依托，凤凰云智国际版iCIRENA 智慧系统于香港国际影视展期间正式亮相。 凤凰云智iCIRENA在此次国庆观影高峰中的出色表现，得益于其纯原生云系统架构和先进算法技术。该 系统打破了传统影院管理软件的技术瓶颈，在数据处理能力和系统性能优化方面实现重大突破。 使用iCIRENA智慧系统的相关影院负责人表示，"iCIRENA系统的表现非常优秀，特别是在'半价睇好 戏'预售当日，当其他戏院系统面临拥堵故障时，iC ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年9月30日 狀態: 新提交 致：香港交易及結算所有限公司 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01060 | 說明 | - | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 29,875,864,325 | | 0 | | 29,875,864,325 | | 增加 / 減少 (-) | | | 0 | | | | | | 本月底結存 | | | 29,875,864,325 | | 0 | | 29,875,864,325 | 第 2 頁 共 11 頁 v 1.1.1 公司名稱: 大麥娛樂控股有限公司 呈交日期: 2025年10月2日 I. 法定/註冊股本變動 | 1. 股 ...

Summary of Damai Entertainment Holdings (1060.HK) Conference Call Company Overview - **Company**: Damai Entertainment Holdings - **Ticker**: 1060.HK - **Market Cap**: HK$32,266 million (US$4,150 million) [5] Key Industry Insights - **Industry**: Online ticketing and entertainment - **Competitors**: Maoyan, Meituan, Weixin - **Market Share**: Maoyan holds a 60% market share in movie ticketing [3] Core Points and Arguments 1. **New Entry Point on Taobao**: - Damai has established an entry point through the Taobao Shangou tab, allowing users to purchase movie and offline performance tickets [1][2] - Taobao Quick Commerce reported 300 million monthly active consumers as of August 2025, indicating significant traffic potential for Damai [1][2] 2. **User Behavior**: - For music concert tickets, users are still expected to use the Damai app due to high demand, suggesting a strong brand loyalty and demand for its services [2] 3. **Traffic Support**: - The integration with Taobao is expected to enhance Damai's competitive position against Maoyan, which benefits from traffic from Meituan and Weixin [1][3] 4. **Growth Metrics**: - Damai's monthly active users (MAU) reached 45 million in August 2025, a 17% year-over-year increase [2] - Taobao's MAU was reported at 986 million, growing 7% year-over-year [2] 5. **Future Catalysts**: - Anticipated positive developments include new IP cooperation and the opening of the first Chiikawa official store in Shanghai on September 27, 2025 [1][8] 6. **Valuation and Target Price**: - Citi maintains a Buy rating with a target price of HK$1.40, representing a potential return of 29.6% from the current price of HK$1.08 [5] Risks and Challenges 1. **Market Share Pressure**: - Potential risks include increased competition in the movie ticketing space and pressure on market share [16] 2. **Content Performance**: - There is a risk that movie content performance may be softer than expected, impacting ticket sales [16] 3. **Macro Environment**: - Continued softness in the macroeconomic environment could weigh on entertainment consumption [16] 4. **Regulatory Risks**: - Content censorship could impact the launch of new content, posing a risk to revenue generation [16] Additional Insights - **Investment Sentiment**: - Damai's stock has faced pressure due to market reactions to its overseas music concert business investments and the overall softness in the IP sector [4] - **IP Business Potential**: - There is a belief that Damai's IP business potential has not been fully realized, indicating room for growth [4][8]