每经AI快讯，有投资者在投资者互动平台提问：请问董秘，公司与番茄小说有合作吗？ 捷成股份（300182.SZ）10月31日在投资者互动平台表示，公司控股子公司捷成电影与国内头部IP平台 番茄小说达成年度合作开发框架，双方共同优选IP，联合开发制作短剧、动态漫作品，打造精品标杆。 （文章来源：每日经济新闻） ...

捷成股份（300182.SZ）10月31日在投资者互动平台表示，截至目前，浪浪山小妖怪的衍生品销量已突 破320万件。 （记者 张明双） 每经AI快讯，有投资者在投资者互动平台提问：请问浪浪山衍生品盲盒销售如何？ ...

Core Viewpoint - The company, Jiecheng Co., Ltd., is a leading digital copyright operator in China, focusing on new media copyright operation and distribution, with over 100,000 hours of quality content resources [1] Group 1: Business Performance - In Q3 2025, Jiecheng achieved a revenue of 2.052 billion yuan, ranking 3rd in the industry, surpassing the industry average of 1.007 billion yuan and the median of 404 million yuan [2] - The net profit for the same period was 216 million yuan, ranking 2nd in the industry, exceeding the industry average of 63.78 million yuan and the median of -13.98 million yuan [2] Group 2: Financial Ratios - As of Q3 2025, Jiecheng's debt-to-asset ratio was 27.24%, slightly up from 26.91% year-on-year, and significantly lower than the industry average of 44.28% [3] - The gross profit margin for Q3 2025 was 19.86%, down from 29.68% year-on-year, but still above the industry average by 0.44% [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 4.20% to 95,800, while the average number of circulating A-shares held per shareholder increased by 4.38% to 23,600 [5] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 26.762 million shares, an increase of 540,000 shares from the previous period [5] Group 4: Management Compensation - The chairman, Xu Ziquan, received a salary of 288,000 yuan, unchanged from the previous year, while the general manager, Zheng Qiang, saw an increase in salary from 338,800 yuan in 2023 to 688,800 yuan in 2024 [4] Group 5: Market Outlook - The company is exploring diverse monetization paths and has successfully expanded into new business models, focusing on content overseas and micro-short drama segments [5] - AI multimodal technology is expected to enhance demand for video resources, highlighting the company's unique value in "data sets + self-developed products" [5] - Revenue projections for 2025-2027 are 3.058 billion, 3.462 billion, and 3.957 billion yuan, with net profits of 438 million, 526 million, and 608 million yuan respectively [5]

人民财讯10月31日电，企查查APP显示，近日，捷成新媒(北京)文化科技有限公司成立，法定代表人为 郝宁，经营范围包含：电影发行；电影放映；互联网信息服务；互联网新闻信息服务等。企查查股权穿 透显示，该公司由捷成股份（300182）等共同持股。 ...

Core Insights - The China Securities Index for online consumption (931481) has shown a 0.70% increase as of October 31, 2025, with notable gains in constituent stocks such as Kunlun Wanwei (300418) up by 4.27% and Yidian Tianxia (301171) up by 4.13% [1][2] - The online consumption ETF fund (159793) has risen by 1.48%, with a latest price of 1.1 yuan, and has accumulated a 1.60% increase for the month as of October 30, 2025 [1] - The index comprises 50 listed companies from mainland China and Hong Kong, focusing on sectors like online shopping, digital entertainment, online education, and telemedicine [1] Index Composition - As of September 30, 2025, the top ten weighted stocks in the online consumption index account for 55.76% of the total index, with Alibaba-W (09988) and Tencent Holdings (00700) being the largest contributors [2] - The weightings of the top ten stocks are as follows: Alibaba-W (11.77%), Tencent Holdings (10.24%), Kuaishou-W (6.37%), Meituan-W (5.50%), JD Health (4.86%), Giant Network (3.82%), Bilibili-W (3.74%), iFLYTEK (3.52%), Kaiying Network (2.98%), and Kunlun Wanwei (2.69%) [4]

人民财讯10月31日电，捷成股份（300182）10月31日在互动平台表示，公司控股子公司捷成电影与国内 头部IP平台番茄小说达成年度合作开发框架，双方共同优选IP，联合开发制作短剧、动态漫作品，打造 精品标杆。 ...

人民财讯10月31日电，捷成股份（300182）10月31日在互动平台表示，截至目前，《浪浪山小妖怪》的 衍生品销量已突破320万件。 ...

Core Viewpoint - The film and cinema sector experienced a slight decline of 0.07% on October 29, with "Happiness Blue Sea" leading the drop, while the overall market indices showed positive movements with the Shanghai Composite Index rising by 0.7% and the Shenzhen Component Index increasing by 1.95% [1][2]. Group 1: Market Performance - The film and cinema sector's decline was primarily driven by "Happiness Blue Sea," which fell by 8.62% to a closing price of 22.15 [2]. - Other notable performers included "China Film" with a 1.90% increase, closing at 14.51, and "Jiecheng Co." which rose by 1.61% to 6.33 [1][2]. - The total trading volume for the sector was significant, with "Happiness Blue Sea" alone accounting for a transaction amount of 1 billion yuan [2]. Group 2: Capital Flow - The sector saw a net outflow of 149 million yuan from institutional investors, while retail investors contributed a net inflow of 206 million yuan [2][3]. - "Wanda Film" experienced a significant net outflow of 43.51 million yuan from institutional investors, indicating a lack of confidence among larger investors [3]. - In contrast, "Jiecheng Co." had a net inflow of 29.82 million yuan from institutional investors, suggesting a positive sentiment towards this stock [3].

Core Points - The stock price of Jiecheng Co., Ltd. increased by 2.09% on October 29, reaching 6.36 yuan per share, with a total market capitalization of 16.942 billion yuan [1] - The company has seen an 8.44% increase in stock price year-to-date, with a 12.37% increase over the past 20 trading days [1] Financial Performance - For the period from January to September 2025, Jiecheng Co., Ltd. reported a revenue of 2.052 billion yuan, a year-on-year decrease of 2.89%, and a net profit attributable to shareholders of 212 million yuan, down 41.35% year-on-year [2] - Cumulative cash dividends since the company's A-share listing amount to 630 million yuan, with 13.3191 million yuan distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders for Jiecheng Co., Ltd. was 95,800, a decrease of 4.20% from the previous period, with an average of 23,578 circulating shares per shareholder, an increase of 4.38% [2] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 26.762 million shares, an increase of 540,000 shares from the previous period [3]

Summary of Key Points from the Conference Call of Jiecheng Co., Ltd. Industry and Company Overview - Jiecheng Co., Ltd. is leveraging AI technology to enhance film and television content creation, significantly improving efficiency compared to traditional animation production [2][3][4] - The company has partnered with Tomato Novel to adapt top IPs into AI comic dramas, initiating over 10 projects and actively introducing overseas novels for AI adaptation [2][4] Core Insights and Arguments - **AI Comic Drama Market Potential**: The AI comic drama market is projected to reach 20 billion by 2025, driven by platform investments, AI tool evolution, and overseas market expansion [2][7] - **Content Distribution Strategy**: Jiecheng aims to combine Chinese comic content with international traffic, enhancing revenue and guiding the global market, with plans for significant expansion in 2026 [5][6] - **Technical Advantages**: The company’s technology allows for image input, enabling precise control over character expressions and scene composition, which is more efficient than traditional text input methods [3][4] - **Professional Market Focus**: Jiecheng targets professional users such as filmmakers and animators, differentiating itself from competitors like ByteDance and Kuaishou, which focus on general consumers [3][4] Additional Important Content - **Collaborative Projects**: Jiecheng is collaborating with Tomato to create high-quality micro-short dramas, with an investment starting at 3 million yuan, and plans to jointly produce and distribute 500 works within a year [9] - **Content Library Strategy**: The company has established a diverse content library through partnerships, acquiring top IPs and adapting overseas novels, with over 40,000 followers on Douyin for its short drama accounts [4][6] - **Future Developments**: Jiecheng plans to launch multi-user collaboration features by November 2025 and introduce AI script capabilities by December 2025, with 3D space integration planned for 2026 [3][4] - **Market Trends**: The market for comic dramas is expected to exceed 20 billion in 2025, with significant investments from major platforms like iQIYI and Tencent, and increasing interest in overseas markets [7][8] - **AI Technology Applications**: The company is exploring AI applications in various content forms, including short dramas and films, indicating a broad potential for growth in the entertainment sector [8][13] Conclusion - Jiecheng Co., Ltd. is positioned strongly in the AI comic drama market with a focus on professional users, strategic partnerships, and a robust content library, while anticipating significant growth driven by technological advancements and market expansion strategies [2][3][4][5][6][7][8][9][13]