证券代码：001330 证券简称：博纳影业 公告编号：2025-063 博纳影业集团股份有限公司 关于召开 2025 年第二次临时股东会的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 2、股东会的召集人：董事会 3、本次会议的召集、召开符合《中华人民共和国公司法》《深圳证券交易所 股票上市规则》《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公 司规范运作》等法律、行政法规、部门规章、规范性文件及《公司章程》的有关 规定。 4、会议时间： （1）现场会议时间：2025 年 11 月 17 日 14:15 （2）网络投票时间：通过深圳证券交易所系统进行网络投票的具体时间为 2025 年 11 月 17 日 9:15-9:25，9:30-11:30，13:00-15:00；通过深圳证券交易所互 联网投票系统投票的具体时间为 2025 年 11 月 17 日 9:15 至 15:00 的任意时间。 5、会议的召开方式：现场表决与网络投票相结合。 博纳影业集团股份有限公司（以下简称"公司"）第三届董事会第十八次会议 决定于 2025 年 11 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：001330 证券简称：博纳影业 公告编号：2025-064号 博纳影业集团股份有限公司首次公开发行前已发行股份上市流通提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 特别提示： 1、博纳影业集团股份有限公司（以下简称"公司"或"博纳影业"）本次解除限售的股份为公司首次公开 发行前已发行的股份，数量为309,032,005股，占公司总股本的22.4829%。 2、本次解除限售股份的上市流通日期为2025年11月18日。 3、本次申请解除股份限售的股东如未来有减持需求，将严格遵守《上市公司股东减持股份管理暂行办 法》《深圳证券交易所上市公司自律监管指引第18号一股东及董事、高级管理人员减持股份》等法律法 规的相关规定及其所作承诺的要求。 一、公司首次公开发行股份概况及上市后股本变动情况 经中国证券监督管理委员会《关于核准博纳影业集团股份有限公司公开发行股票的批复》（证监许可 [2022]1297号）核准，并经深圳证券交易所《关于博纳影业集团股份有限公司人民币普通股股票上市的 通知》同意，公司 ...

证券代码：001330 证券简称：博纳影业 公告编号：2025-064 号 博纳影业集团股份有限公司 首次公开发行前已发行股份上市流通提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 特别提示： 1、博纳影业集团股份有限公司（以下简称"公司"或"博纳影业"）本次解除限售的股份为公司首 次公开发行前已发行的股份，数量为 309,032,005 股，占公司总股本的 22.4829%。 2、本次解除限售股份的上市流通日期为 2025 年 11 月 18 日。 3、本次申请解除股份限售的股东如未来有减持需求，将严格遵守《上市公司股东减持股份管理 暂行办法》《深圳证券交易所上市公司自律监管指引第 18 号—股东及董事、高级管理人员减持股份》 等法律法规的相关规定及其所作承诺的要求。 一、公司首次公开发行股份概况及上市后股本变动情况 经中国证券监督管理委员会《关于核准博纳影业集团股份有限公司公开发行股票的 批复》（证监许可[2022]1297 号）核准，并经深圳证券交易所《关于博纳影业集团股份 有限公司人民币普通股股票上市的通知》同意，公司首次公开发行股票 27 ...

华龙证券股份有限公司 关于博纳影业集团股份有限公司 首次公开发行限售股上市流通的核查意见 华龙证券股份有限公司（以下简称"华龙证券"或"保荐机构"）作为博纳影业集 团股份有限公司（以下简称"博纳影业"或"公司"）首次公开发行股票并上市项目的 保荐机构，根据《证券发行上市保荐业务管理办法》等有关法律、法规和规范性文件的 要求，对博纳影业首次公开发行限售股上市流通的事项进行了核查，核查情况及核查意 见如下： 一、 公司首次公开发行股份概况及上市后股本变动情况 经中国证券监督管理委员会《关于核准博纳影业集团股份有限公司公开发行股票的 批复》（证监许可[2022]1297 号）核准，并经深圳证券交易所《关于博纳影业集团股份有 限公司人民币普通股股票上市的通知》同意，公司首次公开发行股票 274,903,797 股， 相关股票已于 2022 年 8 月 18 日在深圳证券交易所上市交易。首次公开发行前，公司总 股本为 1,099,615,187 股，首次公开发行完成后，公司总股本增加至 1,374,518,984 股。 截至目前，公司总股本为 1,374,518,984 股，其中无限售条件流通股为 1,065,486, ...

Group 1 - The report emphasizes the transition into the AI era, highlighting the need for media and content industries to adapt to new user demands and leverage AI for growth opportunities [3][4][5] - The cultural media sector is positioned for growth due to two main variables: the initiation of the 14th Five-Year Plan and the empowerment of AI technology, which is shifting from market-driven to policy-driven [4][7] - State-owned enterprises are expected to play a crucial role in the cultural media sector, with companies like Oriental Pearl and Mango TV being highlighted as key players benefiting from AI integration [6][11] Group 2 - The report outlines the performance of the cinema sector, noting that while 2025 saw some challenges, the upcoming 2026 year is expected to bring new content supply and potential growth [30][31] - The digital marketing and e-commerce sectors are experiencing a transformation driven by AI, with significant growth projected in the smart marketing space, expected to reach 1.49 trillion yuan by 2026 [55] - The gaming industry is highlighted as needing to focus on high-quality content production, with companies like miHoYo and Lilith Games being noted for their successful titles, indicating a shift towards content-driven gaming experiences [58][59] Group 3 - The report discusses the importance of long and short video platforms, with significant user engagement noted, particularly in the short video segment, which has reached 1.129 billion monthly active users [36][37] - The audio content market is projected to grow significantly, with the long audio market expected to reach 649.77 billion yuan by 2026, indicating a shift in consumer preferences towards immersive audio experiences [40] - Companies like Bilibili and Xiaohongshu are expanding into audio content, which is expected to drive new user engagement and revenue streams [40][42] Group 4 - The report identifies key companies to watch in the cultural media sector, including state-owned enterprises and digital marketing firms, emphasizing their strategic importance in the evolving landscape [11][12] - The cinema sector is expected to see a rebound in 2026, with new film releases anticipated to drive box office performance, particularly following a low base effect from 2025 [30][31] - The gaming sector is under pressure to innovate and produce high-quality content, with a focus on new product launches and the integration of AI technologies to enhance user experiences [58][59]

Market Overview - The film and cinema sector saw a slight increase of 0.01% on November 11, with Happiness Blue Sea leading the gains [1] - The Shanghai Composite Index closed at 4002.76, down 0.39%, while the Shenzhen Component Index closed at 13289.0, down 1.03% [1] Stock Performance - Happiness Blue Sea (300528) closed at 24.81, up 3.68% with a trading volume of 402,800 shares and a transaction value of 984 million [1] - Other notable performers included: - Golden Screen (002905) at 11.85, up 1.98% with a transaction value of 195 million [1] - Huayi Brothers (300027) at 2.63, up 1.54% with a transaction value of 186 million [1] - Conversely, several stocks experienced declines, such as: - Jiecheng Co. (300182) at 6.19, down 1.75% with a transaction value of 542 million [2] - Huace Film (300133) at 8.00, down 1.48% with a transaction value of 749 million [2] Capital Flow - The film and cinema sector experienced a net outflow of 251 million from institutional investors, while retail investors saw a net inflow of 224 million [2] - The capital flow for key stocks included: - Happiness Blue Sea with a net outflow of 26.70 million from institutional investors [3] - Light Media (300251) with a net inflow of 11.99 million from institutional investors [3] - China Film (600977) with a net inflow of 5.63 million from institutional investors [3]

Core Insights - The user base for micro-short dramas in China has reached 662 million, with a market size exceeding 50 billion yuan, surpassing box office revenues for films, marking a significant shift in content consumption trends [1][3] - Major film companies are increasingly pivoting towards short dramas as a response to declining traditional film revenues and changing audience habits, indicating a necessary adaptation to market realities [3][4][14] Industry Trends - The rise of micro-short dramas is seen as a new growth avenue for film companies, with firms like Huayi Brothers and Bona actively developing short drama brands and projects [1][3][4] - The traditional film industry's revenue model has been challenged by factors such as the pandemic, audience fragmentation, and increased competition, prompting companies to seek alternative content forms [4][5] Company Strategies - Huayi Brothers has launched a short drama brand "Huayi Brothers Fire Drama" and introduced several AI-driven projects, indicating a strategic shift towards this emerging content format [1][3][7] - Bona has established a comprehensive AI-driven production model that integrates short drama creation, IP film development, and technical solutions, showcasing a commitment to innovation in content production [10][12] Technological Integration - The integration of AI in short drama production is aimed at reducing costs and increasing the frequency of content experimentation, which is crucial for adapting to market demands [7][10][12] - AI technologies are being utilized to enhance production efficiency and creative possibilities, although the challenge remains in aligning traditional storytelling methods with the new short drama format [13][14] Market Dynamics - The short drama format is characterized by lower production costs and quicker turnaround times, making it an attractive option for companies facing financial pressures [6][12] - Despite the potential for growth, the success of short dramas will depend on companies' ability to understand audience preferences and create compelling narratives that resonate with viewers [13][14]

Core Insights - The film and cinema sector saw a 1.6% increase on November 10, with China Film leading the gains [1] - The Shanghai Composite Index closed at 4018.6, up 0.53%, while the Shenzhen Component Index closed at 13427.61, up 0.18% [1] Stock Performance - China Film (600977) closed at 19.07, up 4.04%, with a trading volume of 1.54 million shares and a turnover of 2.853 billion [1] - Bona Film (001330) closed at 7.01, up 3.85%, with a trading volume of 927,300 shares and a turnover of 654 million [1] - Other notable performers include: - Ciwon Media (002343) at 8.10, up 2.53% [1] - Jinyi Film (002905) at 11.62, up 2.38% [1] - Huace Film (300133) at 8.12, up 2.27% [1] Capital Flow - The film and cinema sector experienced a net inflow of 76.17 million from institutional investors, while retail investors saw a net outflow of 93.51 million [2] - Major stocks with significant capital inflow include: - Huace Film (300133) with a net inflow of 85.11 million [3] - China Film (600977) with a net inflow of 80.95 million [3] - Bona Film (001330) with a net inflow of 23.27 million from speculative funds [3]

Core Insights - The Q3 financial reports of film and television companies reveal a stark contrast in performance, highlighting a significant divide within the industry [1][3][17] Company Performance Overview - Light Media reported a staggering 993.71% increase in Q3 net profit and a 406.78% increase in net profit for the first three quarters, driven by successful film releases and IP derivative businesses [2][4] - Wanda Film achieved a Q3 net profit of 1.73 billion, a 212.04% year-on-year increase, supported by strong box office performance and strategic marketing initiatives [2][9] - Perfect World also saw substantial growth, with a 176.59% increase in Q3 net profit, bolstered by new game releases and a significant rise in film revenue [2][10] - In contrast, Bona Film reported a net loss of 11.1 billion for the first three quarters, reflecting a severe decline in performance due to reliance on a single film project [2][11] - Mango Super Media experienced a decline in revenue and net profit but showed potential for growth through strategic investments and international expansion [2][14][16] Industry Trends and Strategies - The industry is witnessing increased differentiation, with successful companies focusing on content quality and diversified business models to mitigate cyclical fluctuations [3][4][10] - Light Media's growth strategy emphasizes collaboration between film and IP derivative businesses, showcasing the importance of a balanced business structure [4][5] - Wanda Film's success is attributed to its "Super Entertainment Space" strategy, enhancing customer engagement and optimizing revenue streams through diverse offerings [9][10] - Bona Film's struggles highlight the risks of over-reliance on specific projects and the need for strategic diversification to ensure long-term viability [11][12] - Mango Super Media's proactive approach in content investment and international expansion indicates a shift towards sustainable growth despite short-term challenges [14][16] Conclusion - The Q3 financial results serve as a critical assessment of survival strategies and execution capabilities within the film and television industry, emphasizing the divide between long-term thinkers and short-term opportunists [17]

Group 1 - Bona Film Group announced that funds will be used for film production, with projects including "She Kills," "Kashmir Princess," and "Four Crossings" [1] - The funding is backed by guarantees from Bona Film Group and its subsidiaries, indicating a commitment to support film projects [1] - Beijing Bona has been a key player in the film and series business, participating in approximately 30 films, including box office hits like "The Battle at Lake Changjin" and "Operation Red Sea" [1] Group 2 - Beijing Bona's box office performance has been declining, with a reported revenue of -204 million yuan and a net loss of -671 million yuan for the first nine months of the year [2] - The poor performance is attributed to the underwhelming box office results of the film "Dragon Action," which did not meet expectations during the Spring Festival release [2] - Industry experts suggest that the competition from other films, particularly "Nezha: Birth of the Demon Child," significantly impacted "Dragon Action's" performance [2]