证券研究报告·公司点评报告·影视院线 万达电影（002739） 2025 年上半年业绩预告点评：上半年净利大 增，多元化布局打造新增长点 执业证书：S0600517110002 021-60199793 zhoulj@dwzq.com.cn 证券分析师 郭若娜 执业证书：S0600524080004 买入（维持） | [Table_EPS] 盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万元） | 14,620 | 12,362 | 15,789 | 17,367 | 19,104 | | 同比（%） | 50.79 | (15.44) | 27.72 | 10.00 | 10.00 | | 归母净利润（百万元） | 912.24 | (940.05) | 1,003.96 | 1,242.64 | 1,437.79 | | 同比（%） | 147.44 | (203.05) | 206.80 | 23.77 | 15.70 | | EPS-最新摊薄（元/股） | ...

Core Viewpoint - The launch of the "Cinema Immersion: Light and Shadow Arena" initiative marks the first time professional football matches are being live-streamed in cinemas in China, representing an innovative approach to integrating cinema and sports [3][5]. Group 1: Event Overview - The event was co-hosted by Huaxia Film Distribution Co., Ltd. and China Mobile Migu, with support from Beijing Guoan Football Club [3]. - The initiative aims to explore a diversified operational model of "Cinema + Sports," integrating high-quality resources and cultural IP [5][6]. Group 2: Technological Advancements - The project successfully overcame key technical challenges to adapt live sports broadcast signals for cinema standards, achieving ultra-high-definition visuals and immersive sound effects [5]. - The collaboration utilizes advanced 5G ultra-high-definition transmission technology and cinema-grade audio-visual standards to create a comprehensive technical support system for the viewing experience [8]. Group 3: Strategic Partnerships - Strategic cooperation agreements were signed between Huaxia Film, China Mobile Migu, and Beijing Guoan Football Club, marking the club as the first to implement this plan [5][6]. - The partnership aims to integrate resources across sports, film, and communication technology, focusing on live broadcasts, themed screenings, and fan interactions [6]. Group 4: Audience Experience - Attendees experienced a live broadcast of the Chinese Super League, showcasing the intense competition on a large cinema screen with high-quality audio-visual technology [8]. - The immersive viewing experience was enhanced by multi-angle switching and surround sound, creating a vibrant atmosphere for fans [8]. Group 5: Future Plans - Huaxia Film plans to continue exploring multi-fusion marketing models to provide more quality content and services, aiming to position cinemas as a "super entrance" for quality cultural resources [10].

证券代码：002905 证券简称：金逸影视 广州金逸影视传媒股份有限公司投资者关系活动记录表 编号：2025-001 | 投资者关系活动 类别 | ☐特定对象调研 ☐分析师会议 | | --- | --- | | | ☐媒体采访 业绩说明会 | | | ☐新闻发布会 ☐路演活动 | | | ☐现场参观 | | | ☐其他（请文字说明其他活动内容） | | 活动参与人员 | 线上参与公司2024年度网上业绩说明会的投资者 | | 时间 | 2025年05月09日（周五） 下午15:00-17:00 | | 地点 | 价值在线（https://www.ir-online.cn/） | | 形式 | 公司通过价值在线（https://www.ir-online.cn/）采用网络互动的 | | | 方式 | | | 1.董事、总经理：李晓东先生 2.董事、副总经理、董事会秘书：许斌彪先生 | | 上市公司接待人 | | | 员姓名 | 3.独立董事：修宗峰先生 | | | 4.财务总监：曾凡清先生 投资者提出的问题及公司回复情况 | | | 公司就投资者在本次说明会中提出的问题进行了回复： | | 交流内容及具体 ...