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 公司名稱: 檸萌影視傳媒有限公司 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) | 09857 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,000,000,000 | USD | | 0.000025 | USD | | 50,000 | | 增加 / 減少 (-) | | | | | | | USD | | | | 本月底結存 | | | 2,000,000,000 | USD | | 0.000025 | USD | | 50,000 | 本月底法定/註冊股 ...

Major Events - Lai Kai Pharmaceutical-B (02105) reported positive preliminary results from Phase I clinical MAD study, with LAE102 showing encouraging trends in muscle gain and fat loss [1] - Fuhong Hanlin (02696) received FDA approval for the Phase I clinical trial application of HLX13 for first-line treatment of unresectable hepatocellular carcinoma (HCC) patients [1] - Ningmeng Media (09857) has commenced filming the urban medical emotional drama "Asking Heart 2" [1] - CRRC Corporation (01766) and its subsidiaries signed significant contracts totaling approximately 54.34 billion [1] - Heng Rui Pharmaceutical (01276) received approval to conduct clinical trials for SHR-7787 injection, SHR-4849 injection, Bevacizumab injection, and Atezolizumab injection [1] - Hema Medical (03309) entered into a tripartite global licensing and collaboration agreement with Gilead and Hanmi regarding enecuidar [1] - Jinfang Pharmaceutical-B (02595) completed the enrollment of the first patient in the Phase I/II clinical trial of the molecular glue Pan RAS(ON) inhibitor GFH276 for RAS mutant cancer patients [1] - Gao Shi Medical (02407) obtained international certification for its medical device quality management system [1] Operating Performance - Shenzhen Expressway Company (00548) reported toll revenue of 114 million for the Outer Ring project in August [1] - China National Automobile (00026) announced an annual performance with a post-tax loss attributable to shareholders of 185 million HKD, a year-on-year reduction of 29.64% [1] - OKURA HOLDINGS (01655) reported an annual profit attributable to shareholders of 1.342 billion JPY, a year-on-year decrease of 34.34% [1] - Elephant Future Group (02309) disclosed an annual performance with a loss attributable to owners of approximately 314 million HKD, a year-on-year increase of 71.77% [1] - Henghe Group (00513) reported an annual performance with a loss attributable to owners of approximately 259 million HKD, a year-on-year increase of 0.7% [1]

智通财经APP讯，柠萌影视(09857)发布公告，由国家安全部重点指导，中央广播电视总台、中国电视剧 制作中心、柠萌影视及旗下柠萌开新、腾讯视频出品的当代国安题材电视剧《交锋》，已于2025年9月 29日开机拍摄。该剧由王小枪编剧，姚晓峰总导演，张翼芸担任总制片人，王凯领衔主演，彭昱畅特别 主演，欧豪特邀主演。 ...

自願公告 業務發展最新情況 本公告乃經檸萌影視傳媒有限公司（「本公司」或「檸萌影視」，連同其附屬公司及並表聯署 實體統稱「本集團」）自願作出，旨在向本公司股東及潛在投資者更新本集團之最新業務發 展。 本公司董事會（「董事會」）欣然宣佈，由國家安全部重點指導，中央廣播電視總台、中國 電視劇製作中心、檸萌影視及旗下檸萌開新、騰訊視頻出品的當代國安題材電視劇《交 鋒》，已於2025年9月29日開機拍攝。該劇由王小槍編劇，姚曉峰總導演，張翼芸擔任總 製片人，王凱領銜主演，彭昱暢特別主演，歐豪特邀主演。 承董事會命 檸萌影視傳媒有限公司 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 Linmon Media Limited 9857 董事長 於本公告日期，本公司執行董事為蘇曉先生、陳菲女士及徐曉鷗女士；本公司非執行董 事為王娟女士及張嶸先生；本公司獨立非執行董事為蔣昌建先生、唐松蓮女士及梁寧 女士。 蘇曉 中國，北京 2025年9月29日 ...

中期報告 INTERIM REPORT 2025 二零二五年中期報告 2025 INTERIM REPORT 檸萌影視傳媒有限公司 Linmon Media Limited Contents 目錄 | 2 | Corporate Profile | 公司簡介 | | --- | --- | --- | | 3 | Corporate Information | 公司資料 | | 7 | Financial Highlights | 財務摘要 | | 8 | Management Discussion and Analysis | 管理層討論與分析 | | 20 | Corporate Governance and Other Information | 企業管治及其他資料 | | 50 | Unaudited Interim Condensed Consolidated | 未經審核中期簡明綜合損益 | | | Statement of Profit or Loss and Other | 及其他全面收益表 | | | Comprehensive Income | | | 51 | Unaudited Int ...

格隆汇9月29日丨柠萌影视(09857.HK)发布公告，由柠萌影视、腾讯视频、爱奇艺出品的都市医疗情感 话题剧《问心2》，已于2025年9月27日开机拍摄，该剧由周艺飞编剧，黎志执导，徐晓鸥担任总制片 人，王也、陈抒泽任制片人，赵又廷、毛晓彤领衔主演，金世佳特别主演，张佳宁特邀领衔。 ...

柠萌影视(09857)发布公告，由柠萌影视、腾讯视频、爱奇艺出品的都市医疗情感话题剧《问心2》，已 于2025年9月27日开机拍摄，该剧由周艺飞编剧，黎志执导，徐晓鸥担任总制片人，王也、陈抒泽任制 片人，赵又廷、毛晓彤领衔主演，金世佳特别主演，张佳宁特邀领衔。 ...

自願公告 業務發展最新情況 本公告乃經檸萌影視傳媒有限公司（「本公司」或「檸萌影視」，連同其附屬公司及併表聯屬 實體統稱「本集團」）自願作出，旨在向本公司股東及潛在投資者更新本集團之最新業務發 展。 本公司董事會（「董事會」）欣然宣佈，由檸萌影視、騰訊視頻、愛奇藝出品的都市醫療情 感話題劇《問心2》，已於2025年9月27日開機拍攝，該劇由周藝飛編劇，黎志執導，徐曉 鷗擔任總製片人，王也、陳抒澤任製片人，趙又廷、毛曉彤領銜主演，金世佳特別主 演，張佳寧特邀領銜。 Linmon Media Limited 9857 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 董事長 蘇曉 中國，北京 2025年9月28日 於本公告日期，本公司執行董事為蘇曉先生、陳菲女士及徐曉鷗女士；本公司非執行董 事為王娟女士及張嶸先生；本公司獨立非執行董事為蔣昌建先生、唐松蓮女士及梁寧女 士。 承董事會命 檸萌影視傳媒有限公司 ...

Core Insights - Short dramas are reshaping the business models and strategic directions of traditional film and television companies [1] - The performance of companies in the short drama sector varies significantly, with some achieving profitability while others struggle with losses despite revenue growth [1][6] - The success in the short drama market is influenced by strategic foresight and execution capabilities [7][8] Group 1: Performance of Leading Companies - Perfect World achieved a turnaround with a revenue of 3.691 billion yuan and a net profit of 503 million yuan, driven by short dramas which saw a revenue increase of 756.35% to 767 million yuan [2] - Huace Film & TV reported a net profit of 118 million yuan, up 65.05%, leveraging a "long-short linkage" strategy to enhance its short drama output [2] - Happiness Blue Sea also turned a profit with a net profit of 9 million yuan, benefiting from a full industry chain strategy and a focus on short dramas [3] - Ningmeng Film & TV reported a revenue of 401 million yuan and a net profit of 14 million yuan, with short drama income exceeding 50 million yuan [3] Group 2: Struggling Companies - Huanrui Century reported a revenue of 198 million yuan but incurred a net loss of 6 million yuan, despite its short drama segment generating 125 million yuan [4] - Huayi Brothers faced a more severe decline, with a revenue of 153 million yuan, down 50.37%, and a net loss of 74 million yuan, as traditional business revenues fell sharply [5] Group 3: Exploratory Companies - Ciweng Media is focusing on overseas markets, with its short drama "Love On The Sidelines" achieving significant success, but still reported a net loss of 23 million yuan [6] - Straw Bear Entertainment is in the early stages of developing its short drama business, focusing on cultural empowerment through its projects [6] Group 4: Strategic Insights - Successful companies exhibit strategic foresight and deep market engagement, viewing short dramas as a long-term growth avenue [7] - Companies like Ningmeng Film & TV and Huace Film & TV have established effective organizational structures to support short drama production [8] - The competitive landscape is intensifying, with companies needing to leverage their narrative skills and production quality to succeed in the short drama market [10]

Core Viewpoint - The company reported significant growth in revenue and net profit for the first half of 2025, driven by overseas and short drama business expansion, alongside improved cost management [1][2]. Group 1: Financial Performance - In H1 2025, the company achieved revenue of 401 million yuan, representing a year-over-year increase of 108.5% [1] - The net profit attributable to shareholders was 108.21 million yuan, compared to a loss of 525.72 million yuan in H1 2024 [1] - Adjusted net profit reached 144.41 million yuan, up from a loss of 494.12 million yuan in the same period last year [1] - The gross margin was 25.2%, an increase of 2.8 percentage points year-over-year, while the adjusted net profit margin was 3.6%, up 29.3 percentage points [1] Group 2: Business Development - The company launched the drama "Book of Dreams" in H1 2025, consisting of 40 episodes, setting a record for viewership on iQIYI's opening day [2] - The company has multiple high-quality drama series in reserve, with five more expected to start production in H2 2025 [2] - The television industry is benefiting from favorable policies aimed at enhancing content supply and innovation [2] Group 3: Overseas and Short Drama Business - Overseas revenue exceeded 33 million yuan in H1 2025, approximately 2.5 times that of the same period last year [2] - The company’s short drama revenue surpassed 50 million yuan, with over 3,400 minutes of short dramas launched, reflecting a year-over-year growth of over 70% [3] - The company is actively developing IP derivatives, with over 120 related products launched, achieving top sales rankings in 2025 [3] Group 4: Future Outlook - The company is positioned as a leader in the long drama industry with strong content production capabilities and high hit rates [3] - Revenue projections for 2025-2027 are estimated at 1.029 billion, 1.803 billion, and 2.085 billion yuan, with net profits of 40 million, 167 million, and 202 million yuan respectively [3]