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B站加码“动画短剧” 一季度月流水达千万
Bei Jing Ri Bao Ke Hu Duan· 2025-06-23 10:31
Group 1 - Bilibili has introduced support rules for animated short dramas, offering cost coverage of 30% to 100% and revenue sharing up to 80% to creators and related companies, driven by strong growth in this segment [1] - In Q1 of this year, animated short dramas on Bilibili achieved monthly revenues in the tens of millions, with a quarter-on-quarter growth rate of nearly 140% [1] - Thousands of licensed web novels have been adapted into animated short dramas by Bilibili creators this year, with one adaptation attracting 45,000 paid viewers, generating estimated total revenue of 800,000 to 1,000,000 yuan [1][3] Group 2 - Compared to live-action short dramas, animated short dramas have lower production costs, with AI-assisted production reducing costs by 70% to 90% [4] - The market for animated short dramas is experiencing significant demand, with over 500 million potential users in the broader anime community [4] - Major platforms like Douyin and Hongguo have also begun collaborating with animation companies to produce low-cost animated short dramas, with production costs around 100,000 yuan [4]
动漫游戏ETF涨幅居前,机构建议加大配置力度丨ETF基金日报
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-17 03:24
Market Overview - The Shanghai Composite Index rose by 0.35% to close at 3388.73 points, with a daily high of 3389.76 points [1] - The Shenzhen Component Index increased by 0.41% to close at 10163.55 points, reaching a high of 10173.06 points [1] - The ChiNext Index saw a rise of 0.66%, closing at 2057.32 points, with a peak of 2062.42 points [1] ETF Market Performance - The median return for stock ETFs was 0.24%, with the highest return from the Yinhua ChiNext Mid-Cap 200 ETF at 1.62% [2] - The highest performing industry ETF was the China Securities Software Development ETF, which achieved a return of 2.68% [2] - The China Securities Animation and Game ETF led the thematic ETFs with a return of 5.24% [2] ETF Gain and Loss Rankings - The top three ETFs by gain were: - Guotai CSI Animation and Game ETF (5.24%) - Huatai-PB CSI Animation and Game ETF (5.04%) - Bosera CSI Financial Technology Theme ETF (4.94%) [4][5] - The top three ETFs by loss were: - Huitianfu CSI All-Index Medical Device ETF (-2.76%) - Huashan CSI Hong Kong and Shanghai Gold Industry ETF (-2.35%) - Ping An CSI Hong Kong and Shanghai Gold Industry ETF (-2.32%) [4][5] ETF Fund Flows - The top three ETFs by fund inflow were: - Huatai-PB CSI 300 ETF (inflow of 1.692 billion yuan) - Huaxia SSE 50 ETF (inflow of 868 million yuan) - Southern CSI 500 ETF (inflow of 577 million yuan) [6][7] - The top three ETFs by fund outflow were: - Industrial Bank of China CSI Dividend ETF (outflow of 229 million yuan) - Huashan ChiNext 50 ETF (outflow of 183 million yuan) - E Fund ChiNext ETF (outflow of 144 million yuan) [6][7] ETF Margin Trading Overview - The top three ETFs by margin buying were: - Huaxia SSE Sci-Tech 50 ETF (355 million yuan) - Huaxia SSE 50 ETF (228 million yuan) - Huatai-PB CSI 300 ETF (204 million yuan) [8][9] - The top three ETFs by margin selling were: - Southern CSI 1000 ETF (65.29 million yuan) - Huatai-PB CSI 300 ETF (22.07 million yuan) - Southern CSI 500 ETF (6.42 million yuan) [8][9] Industry Insights - Open Source Securities recommends increasing allocation in the gaming sector due to new measures from the Zhejiang Provincial Department of Commerce aimed at supporting the internationalization of the gaming industry [10] - Wanlian Securities notes that the Chinese gaming market showed stable growth in April, driven by long-term products and new releases, indicating robust growth potential [11]
动漫暑期档开打,年番成平台必争之地
Xin Lang Cai Jing· 2025-06-16 13:58
Core Insights - The summer season has ignited a fierce competition among streaming platforms in the anime sector, with Bilibili's original animation "Ling Cage 2" making a strong debut, ranking in the top three of the Yunhe Anime Hot List [1] - Tencent's acquisition of a significant stake in the production company Yihua Tiankai indicates a strategic move to consolidate its control over top IPs like "Ling Cage" [1][8] - Other platforms like iQIYI and Youku are also ramping up their anime offerings, aiming to challenge Tencent's dominance in the anime content space [1][16] Industry Dynamics - The anime content market is becoming increasingly competitive, with platforms recognizing the strategic importance of anime in attracting new subscribers [1] - Tencent's anime offerings are currently dominated by male-oriented fantasy genres, which may alienate female audiences, prompting the need for more diverse content [5][8] - The internal competition within Tencent's anime division is fostering a healthy turnover of new and old IPs, expanding the audience base for domestic animations [5] Platform Strategies - iQIYI has announced a lineup of seven new premium anime series, showcasing its commitment to diversifying its anime content and appealing to various audience segments [16][18] - Youku's "New National Style" initiative aims to blend traditional cultural elements with modern storytelling, expanding the creative boundaries of its anime offerings [20] - Bilibili's success with "Ling Cage" highlights the potential for original IPs to drive user engagement and retention, especially in a market where blockbuster titles are crucial for platform growth [9][12] Upcoming Releases - iQIYI's upcoming anime "God's Kingdom" and Youku's "Gold Player" are set to explore new narrative styles and themes, indicating a shift towards more innovative content in the anime landscape [18][20] - The performance of Bilibili's animated films, such as "Wang Wang Mountain Little Monster," will be a key indicator of the platform's ability to transition from series to theatrical releases [15]
绿的谐波: 2024年年度权益分派实施公告
Zheng Quan Zhi Xing· 2025-06-12 15:07
Core Viewpoint - Suzhou Green Harmonic Drive Technology Co., Ltd. announced a cash dividend distribution of 0.1 CNY per share, totaling 18,321,273.5 CNY, approved at the 2024 annual shareholders' meeting on May 20, 2025 [1]. Dividend Distribution Plan - The cash dividend of 0.1 CNY per share will be distributed based on a total share capital of 183,212,735 shares [1]. - The dividend distribution will be executed through China Securities Depository and Clearing Corporation Limited, Shanghai Branch [1]. Relevant Dates - The key dates for the dividend distribution include the record date, ex-dividend date, and payment date, which are specified but not detailed in the document [1]. Taxation Details - For individual shareholders holding shares for over one year, the cash dividend is exempt from personal income tax, resulting in a net payout of 0.1 CNY per share [1]. - For shares held for less than one year, the tax rates vary based on the holding period, with a maximum effective tax rate of 20% for shares held for one month or less [1]. - Qualified Foreign Institutional Investors (QFII) will also have a 10% withholding tax applied, leading to a net dividend of 0.09 CNY per share [1]. Contact Information - For inquiries regarding the equity distribution, shareholders can contact the company's securities department [1].
腾讯动漫困于“饭圈”
3 6 Ke· 2025-06-12 11:30
Core Viewpoint - The acquisition of a 26.67% stake in Wuhan Yihua Kaitian by Yuewen Group for 324.8 million yuan marks a significant shift in the ownership structure of the popular anime "Ling Cage," increasing Yuewen's stake from 5.17% to 31.48%, while Tencent's total stake will rise to 61.8187%, making it the largest shareholder and gaining full control over the "Ling Cage" IP [1] Group 1: Acquisition Details - Yuewen Group announced the acquisition of a 26.67% stake in Wuhan Yihua Kaitian for 324.8 million yuan [1] - Following the acquisition, Yuewen's ownership will increase from 5.17% to 31.48% [1] - Tencent, through its subsidiaries, will hold a combined 61.8187% stake in Yihua Kaitian, becoming the largest shareholder [1] Group 2: Impact on "Ling Cage" Series - "Ling Cage" premiered in 2019 on Bilibili, achieving a viewership of 690 million and winning the "Golden Dragon Award" for Best Series Animation [1] - The second season of "Ling Cage" premiered on May 23, 2023, and has garnered 130 million views so far [1] - The future of the upcoming "Ling Cage 3" has become a topic of discussion among fans following the acquisition news [1] Group 3: Tencent's Position in the Anime Industry - Tencent is recognized as the leading platform for domestic animation, having established a strong presence through its "Hundred Series Plan" initiated in 2017 [4] - The company has invested in several prominent animation companies, including Yihua Kaitian, to secure a significant share of the market [4] - Tencent's dominance is evident, with it producing eight out of ten major annual anime series in 2024 [7] Group 4: Challenges and Criticism - Despite Tencent's success, there are concerns regarding the quality of its anime, with recent seasons of popular series like "Bad People" receiving criticism [3] - The influence of fan culture on anime production has led to issues, such as the prioritization of fan preferences over narrative coherence [8][9] - The company faces challenges in balancing the demands of its primarily female fanbase with the traditional male-oriented content of its source material [13][17] Group 5: Competitive Landscape - Other platforms like iQIYI and Bilibili are actively developing their anime offerings, with iQIYI announcing plans for 40 new series, including seven major annual titles [16] - Bilibili continues to rely on its anime business as a key revenue driver, with successful series like "Mortal Cultivation" and "Gods' Record" [16] - The competitive environment suggests that while Tencent currently leads, it must adapt to maintain its market position amid rising competition [17][18]
焦点访谈|从“小透明”到“实力派” “连载”21年中国动漫产业实现华丽转身
Yang Shi Wang· 2025-06-09 13:22
Core Insights - The 21st China International Animation Festival held in Hangzhou showcased the evolution of the animation industry, transforming from a children's entertainment space to a significant platform for the development of China's animation industry [1][15] - The festival featured over 2,000 animation IPs from 350 animation and gaming companies, highlighting the growing presence of domestic animation in the market [3][7] - The integration of technology and animation was a key theme, with advancements such as virtual filming systems enhancing production efficiency and quality [5][15] Industry Development - The festival has become a major cultural event, attracting a diverse audience and fostering a vibrant animation ecosystem in Hangzhou, which has evolved from a negligible industry 20 years ago to a leading cultural sector [13][15] - The success of domestic animation films like "Ne Zha" has demonstrated the potential of Chinese animation to compete with international counterparts, significantly impacting consumer behavior and economic growth [7][15] - The festival's initiatives, such as the "Animation + Tourism" concept, aim to deepen the engagement of animation with various sectors, creating new cultural consumption scenarios [9][11] Cultural Impact - The festival serves as a platform for promoting traditional Chinese culture through animation, with works like "Qin's Moon" integrating historical narratives and cultural values [3][5] - The event has facilitated the emergence of new consumer experiences, allowing audiences to interact with beloved characters and stories in immersive ways [9][11] - The ongoing development of the animation industry is seen as a vital component of urban competitiveness, particularly in attracting younger demographics [13][15]
每周股票复盘:紫光股份(000938)2024年度权益分派实施
Sou Hu Cai Jing· 2025-06-07 00:54
Company Overview - As of June 6, 2025, Unisplendour Corporation (000938) closed at 24.74 CNY, up 2.95% from the previous week's 24.03 CNY [1] - The stock reached a high of 24.8 CNY and a low of 23.81 CNY during the week [1] - The current market capitalization is 70.758 billion CNY, ranking 2nd in the IT services sector out of 119 companies and 197th in the A-share market out of 5148 companies [1] Profit Distribution Plan - The profit distribution plan for the fiscal year 2024 has been approved by the shareholders' meeting held on May 20, 2025 [1] - The plan includes a cash dividend of 0.75 CNY per share (before tax), totaling approximately 214.51 million CNY, based on a total share count of 2,860,079,874 shares as of the end of 2024 [1] - No bonus shares or capital reserve transfers will be issued for the 2024 fiscal year [1] - The record date for the dividend distribution is June 12, 2025, and the ex-dividend date is June 13, 2025 [1] - The cash dividends will be directly credited to the accounts of shareholders through their custodial brokerage firms on the ex-dividend date [1]
第二十一届中国国际动漫节成果丰硕
Mei Ri Shang Bao· 2025-06-05 02:46
与此同时,本届动漫节着力深化中外动漫文化交流,俄罗斯动画协会、美国迪士尼、法国 Mediawan Group、加拿大驻上海总领事馆、新西兰中国电影节、韩国文化产业振兴院、香港数码娱乐 协会、澳门动漫玩协等以多种形式在动漫节期间开展交流合作。今年国际动漫游戏商业大会(iABC) 着力打造全球动漫游戏产业资源互联互通的重点枢纽,吸引来自33个国家和地区的600余家企业和机构 参会,举办中俄动画交流日等16场国际化活动,组建文化艺术职教出海联盟,累计完成一对一洽谈2289 场,达成意向签约项目449个,涉及意向成交额11.02亿元。 值得一提的是,本届动漫节将动漫文化和民生幸福相结合,充分彰显人文温度,展示"动漫之都"杭 州人文与经济交融交汇的独特魅力。首次探索"银龄动漫"模式,举办"银龄漫游——重返童年之旅"活 动,银龄老奶奶Coser登上Cosplay舞台,"汉服奶奶""电竞外婆"等精彩亮相,不少银龄观众来到展会现 场和年轻动漫爱好者互动。现场外骨骼机器人支撑哪吒装扮的瘫痪女孩完成Cosplay表演的励志场景受 到广泛关注和点赞,不仅成为"动漫+科技"的真实写照,也传递了动漫节的温情。 本届动漫节多元化沉浸式展 ...
从财报看:消费与成长的中长期价值机会
2025-06-02 15:44
从财报看:消费与成长的中长期价值机会 20250602 摘要 美国关税政策的核心诉求未解决,全球景气下行趋势加剧,中国出口压 力增大,企业生产、投资及消费意愿减弱,就业数据负增长进一步影响 流动性,建议采取防御型配置策略。 国内工业利润处于 2020 年以来最低水平,PMI 数据持续创出新低,通 缩压力未减。企业实际融资成本抬升导致实际回报率下降,生产意愿降 低,多为抢出口带动,市场前景不乐观。 建议交易美国衰退,配置黄金及黄金股实现确定性收益;交易国内财政 发力,逢低加仓增长型红利及创新药等领域。成长型、新消费类股票, 应在其短期调整后逐步买入。 新消费领域包括银发经济、旅游景区、宠物经济、智能家居、动漫及个 人护理等,这些领域在财政拉动下资本开始扩张,且与经济周期关联度 减弱,在资产荒情况下会受到追捧。 传统消费领域中,教育、乳制品、母婴消费、酒店餐饮、旅游景区以及 医疗美容等行业现金流稳定,ROE 稳定或上升,分红比例稳定,股息率 有望上升。 Q&A 贸易关税谈判的不确定性对市场情绪和基本面有何影响? 贸易关税谈判的不确定性显著上升,尤其是最近欧洲和美国之间的贸易谈判出 现问题,中美关税谈判也遇到阻碍, ...
“两岸动漫名师对话”活动在京举办
Xin Jing Bao· 2025-05-29 09:43
Group 1 - The event "Dialogue between Cross-Strait Animation Masters" was held in Beijing, focusing on cultural integration through animation, with the theme "Five Colors of Fertile Land, Civilizations Sharing the Same Roots" [1] - The event featured discussions on three main topics: "Same Roots, National Style and National Learning," "Intelligent Creation and Sharing, Technology Painting the Future," and "Working Together, Light and Shadow Conveying Emotions," highlighting the shared cultural background of cross-strait animation [2][4] - Notable figures from both sides of the strait shared their experiences and insights, emphasizing the historical connections and the evolution of animation from the Shanghai Animation Film Studio to Taiwan [2][4] Group 2 - The Vice Chairman of Want Want Group, Zhou Xiwei, noted that despite different expressions of cultural growth, there is a deep connection in cultural roots, as seen in works like "Nezha" and "Black Myth: Wukong" [3] - Zhou also pointed out that while Taiwan's animation industry started earlier, mainland China's rapid advancements provide more opportunities for mutual learning and collaboration among young people [3] - The event included various artistic performances that blended traditional and modern elements, showcasing the innovative spirit of Chinese culture in animation [5] Group 3 - Beijing is recognized as a core force in promoting domestic animation to a global audience, with policies like "Beijing Animation 30 Articles" aimed at establishing the city as a hub for original animation [4] - The event served as a platform for sharing creative experiences and a declaration of the transmission and innovation of Chinese culture in the animation field, fostering deeper integration in technology cooperation, IP development, and talent exchange [5]