格隆汇8月12日丨掌阅科技(603533.SH)在投资者互动平台表示，目前，公司短剧业务已经成为公司第一 大业务，公司已经从"互联网时代的数字阅读平台"战略升级为"人工智能时代的多模态内容生产运营平 台"。短剧业务目前呈现形态主要是小程序短剧，自有平台速看短剧等APP正在推广。 ...

Group 1 - The core viewpoint of the articles is that Zhangyue Technology (掌阅科技) and Youku are collaborating to launch a year-long writing competition aimed at discovering quality original stories and potential creators [1][2] - The writing competition will focus on four main themes: "urban emotions," "realism," "suspense adventure," and "innovation track" [1] - Youku will leverage its film and television resources to provide opportunities for the winning works to enter its IP evaluation system, prioritizing them for film adaptation [1][2] Group 2 - Zhangyue Technology aims to enhance its content ecosystem by integrating resources with Youku, creating a broader creative space and display platform for creators [2] - The CEO of Zhangyue Technology, Sun Kai, stated that the short drama business has become the company's largest business segment, emphasizing its importance in expanding content expression and optimizing user engagement [2] - The company is transitioning from a "digital reading platform" to a "multi-modal content production and operation platform in the AI era," indicating a strategic upgrade [2]

证券代码：603533 证券简称：掌阅科技 上市公司接待 □特定对象调研 √分析师会议 □新闻发布会 □路演活动 动类别 □现场参观 □其他 时间 2025 年 5 月 9 日 15:00-16:00 地点 北京市朝阳区四惠东四惠大厦公司会议室 形式 线下 董事、副总经理、董事会秘书陈永倬先生 人员姓名 中信建投证券股份有限公司、招商证券股份有限公司、广发 证券股份有限公司、东吴证券股份有限公司、中信证券股份 有限公司、浙商证券股份有限公司、信达证券股份有限公司、 参 与 活 动 机 构 东北证券股份有限公司、中国银河证券股份有限公司、中泰 人员（排名不分 证券股份有限公司、新华资产管理股份有限公司、泰康基金 先后） 管理有限公司、华福证券有限责任公司、建信养老金管理有 限责任公司、幸福人寿保险股份有限公司、北京鸿道投资管 理有限责任公司、上海盘京投资管理中心（有限合伙）、北 京含章私募基金管理有限公司 一、公司情况介绍环节 （一）公司经营情况 为公司第一大业务板块，并进入了行业的第一阵营，公司已 从"互联网时代的数字阅读平台"战略升级为"人工智能时 代的多模态内容生产运营平台"。 投资者关系活 公司从 20 ...

Core Insights - The company, Zhangyue Technology, reported a total revenue of 2.583 billion yuan for 2024, a slight decline of 7.02% year-on-year, while the net profit attributable to shareholders reached 49.2917 million yuan, an increase of 41.46% year-on-year [1][30] - The revenue from derivative businesses, particularly micro-short dramas, surged to 776 million yuan, marking a significant growth of 189.99% year-on-year, and accounting for 30% of the total revenue, establishing it as the company's "second growth curve" [2][30] - In the first quarter of 2025, the company achieved a revenue of 643 million yuan, a decrease of 5.19% year-on-year, with a net loss attributable to shareholders of 74.28 million yuan [2][6] Financial Overview - For 2024, the company reported total revenue of 2.583 billion yuan, a year-on-year decrease of 7.02%, and a net profit of 49.2917 million yuan, reflecting a year-on-year increase of 41.46% [2][30] - The cash flow from operating activities was negative at -75.017 million yuan, a decrease of 413 million yuan year-on-year, primarily due to significant investments in derivative businesses and AI technology applications [5] - The sales expenses for 2024 were approximately 1.5 billion yuan, down 11.86% year-on-year, while R&D expenses were around 200 million yuan, also down 11.51% year-on-year [5] Business Segment Performance - The digital reading platform revenue fell to 1.647 billion yuan, a decline of 25.91% year-on-year, while derivative business revenue reached 776 million yuan, a substantial increase of 189.99% [5][30] - The copyright product revenue decreased to 158 million yuan, down 39.53% year-on-year, and other business revenue dropped to 2.9784 million yuan, down 88.92% [5] - The short drama business has become the company's largest segment, focusing on young audiences with themes such as romance, campus life, and workplace scenarios [6][31] Domestic and International Expansion - The company has developed 1,304 micro-short dramas in the domestic market, achieving a cumulative heat value of 75.4 million, with seven dramas exceeding a heat value of 10 million [7][12] - In the overseas market, the iDrama platform has added nearly 200,000 users since its launch, with a total revenue of approximately 365,600 USD (about 2.665 million yuan) and over 190,000 downloads [15][18] - The iDrama platform is primarily focused on the U.S. market, which accounts for 53.87% of its revenue, while the Philippines, Japan, and Malaysia follow [18]