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杭州12家企业和6个项目入选
Mei Ri Shang Bao· 2025-06-04 22:19
商报讯(记者张馨予)随着中国经济的飞速发展,世界各国对当代中国充满好奇,"文化出海"正逢其时。 近日,商务部、中央宣传部、文化和旅游部、广电总局共同认定了2025—2026年度国家文化出口重点企 业和重点项目。杭州12家企业(浙江共32家)入选2025—2026年度国家文化出口重点企业,6个项目(浙江 共9个)入选2025—2026年度国家文化出口重点项目,入选数量领跑全省。 此次入选的12家杭州企业主要分布在游戏、动漫、出版、影视等多个领域,其中不乏以网文、网剧、网 游为代表的文化出海"新三样"。 国家文化出口重点企业的认定,主要是为了培育一批具有国际竞争力的外向型文化企业,加快推进对外 文化贸易高质量发展。近年来,随着全球化的深入发展,越来越多的杭州文创企业也正紧紧抓住"走出 去"的机遇,寻求国际市场的拓展和发展。 国产游戏出海也踏上了新征途。2024年,《黑神话:悟空》给全球玩家带来了一次震撼。而在2024年年 末上线的由网易(杭州)网络有限公司自研游戏《漫威争锋》,上线首日登顶Steam畅销榜榜首,获 评"2024年Steam年度最热玩游戏"铂金奖;浙江无端科技自研射击类游戏《生死狙击》,凭借国风、虚 ...
行业周报:模型与应用再升级,新游表现亮眼,继续布局AI、IP-20250602
KAIYUAN SECURITIES· 2025-06-02 13:30
传媒 2025 年 06 月 02 日 投资评级:看好(维持) 行业走势图 0% 14% 29% 43% 传媒 沪深300 -29% 2024-06 2024-10 2025-02 数据来源:聚源 相关研究报告 《AI 社交应用不断推新,IP 产业资本 化、多元化加快 — 行 业 周 报 》 -2025.5.25 《多模态 AI 继续迭代,IP 产业资本化 或加快—行业周报》-2025.5.18 《AI 视频生成模型持续开源,关注游 戏、综艺上新—行业周报》-2025.5.11 模型与应用再升级,新游表现亮眼,继续布局 AI、IP ——行业周报 | 方光照(分析师) | 田鹏(分析师) | | --- | --- | | fangguangzhao@kysec.cn | tianpeng@kysec.cn | | 证书编号:S0790520030004 | 证书编号:S0790523090001 | tianpeng@kysec.cn 证书编号:S0790523090001 DeepSeek-R1 再升级,社交/出版/电商等领域 AI 应用不断推新,继续布局 AI 5 月 29 日,新版 DeepSeek-R ...
2025·全国文化企业30强(下)
Jing Ji Ri Bao· 2025-05-26 22:08
Group 1: 华数数字电视传媒集团有限公司 - The company achieved a consolidated revenue of 11.62 billion yuan in 2024, maintaining a leading position in the national broadcasting network industry [1] - The company is advancing smart home innovation and building a national broadcasting and television laboratory, focusing on developing new productive forces [1] - Key technologies developed include the self-researched AIGC Dream Maker engine and the enterprise-level large model platform "Linghong" [1] Group 2: 宋城演艺发展股份有限公司 - The company has created numerous acclaimed performances that celebrate the party, the country, and the people, with major shows like "Song City Eternal Love" [2] - The company aims to provide warm on-site experiences for tourists, integrating various technologies such as AI, VR, and AR into its performances [2] - The Guangdong Eternal Love scenic area received nearly 6.5 million visitors, boosting local dining consumption by approximately 40% [2] Group 3: 浙江华策影视股份有限公司 - The company focuses on high-quality development through international communication, industry ecology, vocational education, and technology-driven initiatives [3] - Notable works include "Where the Wind Is" and "The Long Way Home," which have won multiple national awards [3] - The integration of film and tourism has led to increased visitor engagement and economic benefits for local areas [3] Group 4: 安徽新华发行(集团)控股有限公司 - The company is a leader in publishing themed books and has developed various bookstore models, including digital bookstores [4] - The group has made significant progress in cultural digitization, launching AI reading models and achieving a 42.4% growth in e-commerce [4] - The company has created a fashionable cultural IP and produced award-winning documentaries [5] Group 5: 科大讯飞股份有限公司 - The company invests 20% of its annual revenue in R&D, achieving breakthroughs in AI technology and winning a national science and technology progress award [6] - The self-developed Starfire voice model supports 74 languages and dialects, enhancing international communication capabilities [6] - The company has launched innovative projects that integrate AI with cultural heritage, providing services for international events [6] Group 6: 江西省出版传媒集团有限公司 - The company has a strategic structure that includes cultural publishing, media, and commercial sectors, with significant national recognition [7] - It has successfully exported 506 copyright items, marking a 3% increase year-on-year [7] - The group has multiple award-winning publications and has made strides in international publishing initiatives [7] Group 7: 山东出版集团有限公司 - The company has received 91 national awards and has launched major cultural projects, enhancing its social impact [8] - It actively promotes international publishing cooperation and cultural exchanges, showcasing Shandong's culture abroad [8] Group 8: 中原出版传媒投资控股集团有限公司 - The company reported total assets of 22.664 billion yuan and revenue of 10.1 billion yuan in 2024 [9] - It has received numerous national and provincial awards, with significant recognition for its publications [9] - The company is enhancing its reading spaces and developing educational content [9] Group 9: 长江出版传媒股份有限公司 - The company achieved a main business revenue of 6.894 billion yuan in 2024, with a profit increase of 18.47% [10] - It has received multiple national awards for its publications and is focusing on digital transformation [10] Group 10: 芒果超媒股份有限公司 - The company doubled its international app downloads to 260 million and expanded its content output overseas [11] - It launched 160 variety shows in 2024, with a significant portion being innovative formats [11] - The company is enhancing its platform integration, improving its influence and profitability [11] Group 11: 湖南出版投资控股集团有限公司 - The company reported a revenue of 13.59 billion yuan and a profit of 1.498 billion yuan in 2024 [12] - It has published key educational materials and hosted significant cultural events to promote reading [12] Group 12: 腾讯科技(深圳)有限公司 - The company integrates digital technology with cultural IP to promote traditional culture through various products [13] - It has received awards for its innovative projects that blend traditional culture with modern technology [13] Group 13: 广东省广播电视网络股份有限公司 - The company provides comprehensive broadcasting and internet services, focusing on public cultural services [14] - It has launched numerous thematic programs and news specials to promote significant national events [14] Group 14: 广东省出版集团有限公司 - The company reported total assets of 31.850 billion yuan and revenue of 14.879 billion yuan in 2024 [15] - It has successfully published popular books and expanded its educational materials in Macau [15] Group 15: 新华文轩出版传媒股份有限公司 - The company focuses on publishing and has developed a comprehensive distribution network [16] - It promotes cultural resources to grassroots levels and has received recognition for its reading initiatives [16]
传媒行业周报:AI社交应用不断推新,IP产业资本化、多元化加快行业周报
KAIYUAN SECURITIES· 2025-05-26 00:23
业 研 究 2025 年 05 月 25 日 投资评级:看好(维持) 行业走势图 数据来源:聚源 -29% -14% 0% 14% 29% 43% 2024-05 2024-09 2025-01 传媒 沪深300 相关研究报告 《多模态 AI 继续迭代,IP 产业资本化 或加快—行业周报》-2025.5.18 《AI 视频生成模型持续开源,关注游 戏、综艺上新—行业周报》-2025.5.11 《AI应用和IP新消费两翼齐飞—传媒 互联网行业 2025 中期投资策略》 -2025.5.5 AI 社交应用不断推新,IP 产业资本化、多元化加快 ——行业周报 | 方光照(分析师) | 田鹏(分析师) | | --- | --- | | fangguangzhao@kysec.cn | tianpeng@kysec.cn | | 证书编号:S0790520030004 | 证书编号:S0790523090001 | tianpeng@kysec.cn 证书编号:S0790523090001 大模型厂商加强合作,语音模型、社交应用、Agent 不断迭代,继续布局 AI 5 月 19 日,盛天网络旗下给麦 App 全新上 ...
行业周报:AI社交应用不断推新,IP产业资本化、多元化加快-20250525
KAIYUAN SECURITIES· 2025-05-25 15:25
业 研 究 2025 年 05 月 25 日 投资评级:看好(维持) 行业走势图 数据来源:聚源 -29% -14% 0% 14% 29% 43% 2024-05 2024-09 2025-01 传媒 沪深300 相关研究报告 《多模态 AI 继续迭代,IP 产业资本化 或加快—行业周报》-2025.5.18 《AI 视频生成模型持续开源,关注游 戏、综艺上新—行业周报》-2025.5.11 《AI应用和IP新消费两翼齐飞—传媒 互联网行业 2025 中期投资策略》 -2025.5.5 AI 社交应用不断推新,IP 产业资本化、多元化加快 ——行业周报 | 方光照(分析师) | 田鹏(分析师) | | --- | --- | | fangguangzhao@kysec.cn | tianpeng@kysec.cn | | 证书编号:S0790520030004 | 证书编号:S0790523090001 | tianpeng@kysec.cn 证书编号:S0790523090001 大模型厂商加强合作,语音模型、社交应用、Agent 不断迭代,继续布局 AI 5 月 19 日,盛天网络旗下给麦 App 全新上 ...
影视年报|剧集产业“减量增质”仍是主旋律 百纳千成“增收不增利” 稻草熊娱乐扭亏在望
Xin Lang Zheng Quan· 2025-05-23 07:30
Industry Overview - In 2024, the Chinese drama industry continues the trend of "reducing quantity and increasing quality," with the number of TV dramas registered increasing from 537 in 2023 to 593, a growth of 10.4% [1] - The total number of registered episodes rose from 17,538 to 19,674, marking a 12.2% increase [1] - However, compared to pre-pandemic levels, the overall number of registered dramas decreased by 312, a decline of approximately 34.5%, and the number of registered episodes fell by 16,048, a drop of about 42.8% [1] Micro-Short Drama Market - The micro-short drama market is experiencing strong growth, with 2,653 dramas registered and 602 released in 2024 [1] - The market size for micro-short dramas reached 50.4 billion in 2024, expected to exceed 68 billion in 2025 and surpass 100 billion by 2027 [1] Company Performance - Seven drama companies reported a total revenue of 5.401 billion, a year-on-year decrease of 8.44%, with a net loss of 580 million, a tenfold increase in losses compared to the previous year [1][2] - Notable companies include: - Huace Film & TV: Revenue of 1.939 billion, down 14.48%, with a net profit of 243 million, down 36.41% [4] - Ningmeng Film: Revenue of 657 million, down 46.22%, with a net loss of 189 million [5] - Baida Qiancheng: Revenue increased by 71.11% to 739 million, but still reported a loss of 393 million [6] - Ciweng Media: Revenue of 366 million, down 20.63%, with a net profit of 30.34 million, up 9.85% due to debt restructuring [7] - Daocaoxiong Entertainment: Revenue of 1.125 billion, up 33.77%, with a reduced loss of 20,000 [7] - Huanrui Century: Revenue of 220 million, down 5.15%, with a net loss of 241 million [8] Trends in Drama Distribution - The number of dramas distributed in 2024 was 115, a decrease of 26.3% from 156 in 2023, indicating a market focus on quality over quantity [3] - The number of online dramas distributed also fell by 16.6% to 166 [3] - The performance of individual projects significantly impacts company revenues, with long dramas being crucial for financial results [3] Micro-Short Drama Strategy - Most companies view micro-short dramas as a core trend and future strategic focus, with significant production increases reported [9] - Ningmeng Film produced approximately 6,000 minutes of short dramas in 2024, a fivefold increase, with several achieving over 100 million views [9] - Huace Film & TV launched seven short dramas, achieving significant viewership and engagement metrics [10] Financial Challenges - Despite growth in revenue for some companies, many still face substantial losses, highlighting the pressure on profitability in the industry [6][11] - Companies are increasingly cautious about disclosing the financial impact of micro-short dramas, indicating uncertainty about their profitability [10][11]
华策影视(300133) - 2024年年度权益分派实施公告
2025-05-22 10:46
浙江华策影视股份有限公司 2024 年年度权益分派实施公告 证券代码:300133 证券简称:华策影视 公告编号:2025-057 本公司及其董事会全体成员保证公告内容真实、准确和完整,没有虚假记载、 误导性陈述或重大遗漏。 特别提示: 1、截止本公告披露日,浙江华策影视股份有限公司(以下简称"公司"或 "本公司")回购专用证券账户中股份数量为 26,128,600 股。公司回购专用证券 账户中的股份不享有利润分配等权利,公司以现有总股本 1,901,073,701 股扣除 回购股份 26,128,600 股后的 1,874,945,101 股为基数进行权益分派。 2、本次现金分红总额=实际参与现金分红的股本×每 10 股分红金额÷10 股 =1,874,945,101 股×0.13 元÷10 股= 24,374,286.31 元,按照公司除权前总股本(含 回购股份)计算的每 10 股派息(含税)= 24,374,286.31 元÷1,901,073,701 股*10 =0.128213 元,按照公司除权前总股本(含回购股份)计算的每股派息(含税) = 24,374,286.31 元÷1,901,073,70 ...
华策影视(300133) - 第六届董事会第一次会议决议公告
2025-05-20 12:16
证券代码:300133 证券简称:华策影视 公告编号:2025-055 浙江华策影视股份有限公司 第六届董事会第一次会议决议公告 本公司及其董事会全体成员保证公告内容真实、准确和完整,没有虚假记载、 误导性陈述或重大遗漏。 一、董事会会议召开情况 浙江华策影视股份有限公司(以下简称"公司")第六届董事会第一次会议通知 于 2025 年 5 月 15 日以通讯方式发出,于 2025 年 5 月 20 日在公司会议室以现场结 合通讯方式召开。会议应参与表决的董事 9 名,实际参与表决的董事 9 名,公司全 体高级管理人员列席了会议,符合《公司法》和《公司章程》等有关规定。 会议由董事长赵依芳女士主持,与会董事审议并通过了如下决议。 二、董事会会议审议情况 3、会议以 9 票同意,0 票反对,0 票弃权,审议通过《关于选举第六届董事会 各专门委员会成员的议案》。 1 根据《公司章程》规定,公司第六届董事会设立四个专门委员会,分别为:战 略决策委员会、提名委员会、审计委员会、薪酬与考核委员会。董事会各专门委员 会成员任期自本次会议通过之日起至第六届董事会届满之日止。经董事会审议,决 定选举下列人员组成董事会各专门委员 ...
华策影视(300133) - 关于董事会完成换届选举并聘任高级管理人员、证券事务代表的公告
2025-05-20 12:16
证券代码:300133 证券简称:华策影视 公告编号:2025-056 浙江华策影视股份有限公司 聘任高级管理人员、证券事务代表的公告 本公司及其董事会全体成员保证公告内容真实、准确和完整,没有虚假记载、 误导性陈述或重大遗漏。 浙江华策影视股份有限公司(以下简称"公司")于 2025 年 5 月 15 日召开 2024 年年度股东大会,审议通过《关于公司董事会换届选举暨提名第六届董事会非独立 董事候选人的议案》《关于公司董事会换届选举暨提名第六届董事会独立董事候选人 的议案》,选举产生了公司第六届董事会董事成员。 2025 年 5 月 20 日,公司召开了第六届董事会第一次会议审议通过了《关于选 举第六届董事会董事长的议案》、《关于选举第六届董事会联席董事长的议案》、《关 于选举第六届董事会各专门委员会成员的议案》、《关于聘任总裁的议案》、《关于聘 任财务总监的议案》、《关于聘任董事会秘书的议案》、《关于聘任证券事务代表的议 案》,公司董事会的换届选举已经完成并聘任了公司高级管理人员、证券事务代表, 现将相关情况公告如下: 一、第六届董事会及专门委员会成员组成情况 1、第六届董事会成员 公司第六届董事会由 ...
传媒行业周报:政策护航持续护航,看好AI应用与可选消费双轮驱动-20250518
Huaxin Securities· 2025-05-18 09:19
2025 年 05 月 18 日 政策护航持续护航 看好 AI 应用与可选消费双轮 驱动 推荐(维持) 投资要点 | 分析师:朱珠 | | S1050521110001 | | | --- | --- | --- | --- | | zhuzhu@cfsc.com.cn | | | | | 行业相对表现 | | | | | 表现 | 1M | 3M | 12M | | 传媒(申万) | 3.2 | -7.5 | 15.1 | | 沪深 300 | 3.1 | -0.6 | 5.7 | 市场表现 -30 -20 -10 0 10 20 30 40 (%) 传媒 沪深300 资料来源:Wind,华鑫证券研究 相关研究 ▌本周重点推荐个股及逻辑 | 1、《传媒行业周报:第五消费时代 | | --- | | 的思考》2025-05-11 | | 2、《传媒行业周报:AI 应用热度有 | | 望重燃》2025-05-04 | | 3、《传媒行业周报:内需看 A 计划 | | 科技与消费并驾齐驱》2025-04-20 | —传媒行业周报 ▌本周观点更新 2025 年 5 月,自上而下政策持续护航,从城市更新政策提及 的激 ...