南都讯 记者杨亮 实习生杜奕韵 珠海影视产业发展步入新阶段，更多与珠海元素有关的电影有望在不久 的将来走向大银幕。7月16日上午，中共珠海市委宣传部与珠江电影集团在珠海规划展览馆举行战略合 作框架协议签约仪式，双方将在影视创作、发行推广、产业集聚、人才培养等多个领域展开深入合作。 今年5月22日，广东出台《关于推动广东影视产业高质量发展的若干政策措施》，围绕打造环珠江口影 视产业带、建立影视创作选题库、健全影视扶持激励机制、完善影视产业体系等九个方面提出15项举 措，推动粤港澳大湾区影视产业迈向新高度。 在这一背景下，珠海此番与珠江电影集团达成战略合作，有望进一步提升珠海在影视领域的城市影响 力，助推相关产业发展。 中共珠海市委常委、宣传部部长徐剑在致辞中表示，此次合作是城市资源与专业力量的深度结合，双方 将以此为契机，携手打造更多思想精深、艺术精湛、制作精良的影视精品，为粤港澳大湾区电影产业繁 荣发展贡献力量。 作为具有70多年光辉历史的国有电影企业，珠江电影集团在全国电影界和电影观众中具有广泛品牌影 响。珠影正积极推动从"产品消费"向"场景消费"转型，从"做行业" 向"做生态"跨越式发展，全力焕发国 有电 ...

近日，金逸影视、横店影视及万达电影发布了2025年半年度业绩预告，得益于Q1《哪吒2》的爆火，院线三巨头上半年的净利润均成倍式增 长。但随着观影热情逐渐消散，Q2院线行业再次陷入寒冬，4-6月全国票房仅48.42亿元，同比下降34.74%，观影人次 1.20亿，同比下降 34.60%，处于近十年较低水平，影院经营再次承压。 上半年业绩爆发：春节档红利与《哪吒2》的引擎作用 三巨头业绩倍增的核心驱动力： • 万达电影：归母净利润5亿-5.6亿元（同比增341%-394%），主要依赖春节档《哪吒之魔童闹海》《唐探1900》的票房拉动（贡献大盘52.8% 票房）及卖品毛利率提升10个百分点。 • 横店影视：净利润1.8亿-2.3亿元（同比增103%-160%），受益于头部影片的分账收入及成本管控。 • 金逸影视：扭亏为盈（净利2800万-3600万元），但Q2单季亏损超7000万元，暴露后续增长乏力。 行业共性：内容驱动型增长 上半年全国票房292.31亿元（同比+22.91%），其中国产片占比91.2%，《哪吒2》单片贡献154.46亿元，凸显头部内容对院线的决定性影响。 院线通过优化非票业务（如万达卖品、衍生品 ...

港股呈现高开低走行情，三大指数尾盘均转跌。截止收盘，恒生指数跌0.29%，国企指数、恒生科技指数分别下跌0.18%及0.24%，盘中三者均刷新4月以来 新高。 盘面上，作为市场风向标的大型科技股多数转跌，美团跌1.66%，网易跌1%，小米、京东、腾讯走低，百度、阿里巴巴飘红；大金融股(银行、保险、券 商)、中字头股多数表现低迷，"反内卷"相关板块多数下跌，尤其是建材水泥股、钢铁股跌幅明显，餐饮股、内房股、新消费概念股、军工股纷纷走低。另 一方面，国家开展大规模职业技能提升培训，教育股集体上涨，加密货币概念股午后逆势回升，生物医药股继续上涨行情，英伟达等将恢复对华芯片销售， 半导体芯片股多数上涨。此外，威雅利时隔逾9个月复牌，早盘一度暴拉9倍。 | 代码 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 800000 | 恒生指数 | (4) | 245 7776 | 72 36 | 0.29% | | 800100 | 国企指数 | | 8861.39 | -15.71 | -0.18% | | 800700 | 恒生科技指数 ...

创业板指涨幅扩大至1%，上证指数涨0.15%，深证成指涨0.52%。影视院线、算力概念板块走强。全市 场超4000家上涨。 暗盘资金正涌入这些股票，点击速看>>> ...

金十数据7月15日讯，隔夜美股三大股指全线上涨，中国金龙指数回升。港股今早高开，恒指高开78点 报24281点，盘初冲高一度涨351点报24555点，一度升穿上周五高位，随后掉头直下。截至收盘，恒指 早盘收涨0.2%，科指早盘收涨0..41%，恒指大市成交额1440亿港元。盘面上，苹果概念、生物医药、游 戏软件股走强，影视娱乐股反弹；电力设备、建材水泥、加密货币股回吐，军工及内房股再度下挫，纸 业股疲软。个股方面，云锋金融(00376.HK)涨超18%，腾讯音乐(01698.HK)涨超5%，哔哩哔哩 (09626.HK)涨近5%；信义光能(00968.HK)、信义玻璃(00868.HK)均跌超4%，龙湖集团(00960.HK)跌超 3%。 港股午评：恒指收涨0.2% 稳定币概念强势上涨 ...

金逸影视（002905）公告，预计2025年1月1日至2025年6月30日归属于上市公司股东的净利润为2800万 元–3600万元，上年同期为亏损6927.99万元；扣除非经常性损益后的净利润为盈利560万元–720万元， 上年同期为亏损9883.15万元；基本每股收益为0.07元/股–0.1元/股，上年同期为亏损0.18元/股。业绩变 动的主要原因是2025年上半年电影票房和观影人次的增长。 ...

Core Insights - The second-hand trading market for low-priced streaming memberships is experiencing a surge in demand, with sellers competing fiercely for quality supply channels [1] - The "ShuKa Rights" platform has established a reputation for being "legitimate and reliable," becoming a preferred sourcing platform for many sellers [1] - The platform offers a wide range of digital products, ensuring that sellers have access to official and reliable sources, which enhances product quality and competitive pricing [1] Summary by Category Sourcing Channels - Various channels exist for acquiring streaming memberships, each with unique characteristics, including: 1. **Card Issuer Agents**: Third-party platforms that connect customers with membership suppliers, offering competitive pricing [3] 2. **Joint Membership Splitting**: E-commerce platforms often collaborate with streaming services to offer bundled memberships that can be sold separately [3] 3. **Points Redemption**: Financial institutions partner with streaming platforms for points exchange, allowing users to sell redeemed memberships at a markup [3] 4. **Official Direct Purchase**: Offers the lowest prices but has high entry barriers, making it difficult for small sellers to qualify [3] 5. **Distributor Channels**: Lower entry requirements compared to official channels, providing stable supply for small sellers [3] 6. **Cooperation with Companies**: The lowest entry barrier for individual sellers, allowing them to source from distributors and sell to end customers [3] Risk Awareness - Sellers and consumers are advised to be cautious of low-priced offers that may conceal risks, including: 1. **Illegal Resource Acquisition**: Some individuals may use unlawful methods to obtain resources, which can lead to legal consequences [4] 2. **Market Fluctuations**: The market is dynamic, but the principles of "legitimacy + price advantage + after-sales support" remain essential for building a solid foundation in the streaming membership business [4] Best Practices - Sellers should prioritize: 1. **Legitimacy**: Ensure that the sourcing channels are legal and compliant to avoid economic losses and legal liabilities [5] 2. **Price Comparison**: Understand market prices to choose the most suitable sourcing channel for maximizing profits [5] 3. **After-sales Support**: Select channels that provide strong after-sales support to protect both seller and customer rights [5]

记者丨 贺泓源 刘瑾睿 编辑丨张伟贤 刘雪莹 电影院生存难题待解。 2025年7月9日，灯塔专业版披露的上半年电影市场数据显示，这一行业结构性矛盾依然显著。 具体来看，得益于春节档《哪吒之魔童闹海》(《哪吒2》)现象级爆发，2025上半年总票房冲 高至292.31亿元，同比增长22.9%，接近疫情前历史峰值。 但是，后续乏力是明显的。 2月单月票房160.9亿元（占上半年55%），刷新历史纪录，可后续 4个月票房均不足20亿元，作为暑期档开局的6月仅19.1亿元， 创十年新低。 同时，我国影院总量突破1.3万家创新高， 但3—6月场均人次跌至2—4人 ，单影院放映场次同 比锐减889场， 0人空场率高达40% 。 头部影片则呈锐减局面。其中，破亿元新片数量骤降至23部，《哪吒2》单片贡献52.8%票 房，中小体量影片数量不少，单整体贡献率过低。 票价方面，上半年全国含服 平均票价为45.6元 ，创历史新高，比去年同期涨价2.2元。其中 一 线城市票价平均达51.5元 ，一定程度上抑制了观影需求。 二级市场上，在暑期档来袭刺激下，影视概念股本周表现活跃，今天冲高回落。截至7月10日 早盘，Wind电影和娱乐指数 ...

Core Viewpoint - The film "F1: Drive to Survive" has received a high rating of 8.6 on Douban, indicating its appeal despite the high production costs incurred by Apple Original Films, which reportedly spent between $200 million and $250 million on the project [1][3][6]. Production Costs and Financial Performance - The estimated production budget for "F1: Drive to Survive" is $200 million, with some reports suggesting actual costs could reach $250 million, translating to approximately $1.28 million spent per minute of film [3][6]. - The film has grossed over $300 million globally, marking Apple's best box office performance to date; however, analysts indicate that after accounting for distribution costs and box office splits, it is still far from breaking even [6][13]. Market Performance in China - The film has struggled in the Chinese market, with ticket sales around 200 million yuan (approximately $28 million) after two weeks of release, which is significantly lower than expected [6][13]. - The film's promotional efforts in China have been criticized as insufficient, with a lack of engagement on social media platforms and minimal marketing activities [13][14]. Strategic Implications for Apple and F1 - The film represents Apple's continued investment in high-quality productions, following a trend of significant spending on films like "Killers of the Flower Moon" and "Napoleon," which also faced challenges in achieving profitability [11][12]. - The lack of success in the Chinese market highlights a missed opportunity for both the film and the F1 brand to capitalize on the growing consumer market in China, suggesting a need for more effective promotional strategies [14].

Core Insights - Guangdong has launched six major cultural industry policy packages to promote the film and animation sectors, with significant support from local government [1][5] - The province is a key player in China's film industry, with over 1,300 cinemas and a box office revenue of 3.5 billion yuan this year, marking a 20% increase from the previous year [4][12] - Guangdong aims to enhance its film industry through collaboration with national film enterprises, focusing on five key cooperation areas [6][7] Film Industry Development - Guangdong has a rich history in film production, contributing significantly to the national cinema landscape and being the largest box office market in China [4] - The province has funded over 50 films and allocates more than 100 million yuan annually for film support and rewards [4] - In 2024, Guangdong's film projects are expected to generate over 5.1 billion yuan in box office revenue, accounting for 15.3% of the national total [4] Policy Implementation - The implementation of film and animation policies has led to the planning of high-quality projects and the establishment of a comprehensive film service system [5][12] - Major film companies such as China Film (Guangzhou), Light Chaser Animation, and Perfect World are actively developing projects in Guangdong [5] Collaboration and Talent Development - Guangdong is fostering collaboration with national film enterprises to create high-quality films and support talent development through partnerships with educational institutions [9][10] - The province encourages young filmmakers to create their first films in Guangdong, providing opportunities for growth and experimentation [9] Technological and IP Development - Guangdong is developing a film industry hub around the Pearl River Delta, focusing on the application of cutting-edge technology in film production [10] - The province aims to explore the value chain of film IP, leveraging its strong manufacturing base to develop related products and enhance market presence [10] Positive Industry Ecosystem - The supportive policies and collaborative environment in Guangdong have garnered positive responses from industry representatives, indicating a strong outlook for the province as a creative and technological hub [12] - The commitment to substantial financial support reflects Guangdong's confidence in fostering a thriving film industry ecosystem [12]