短剧业务

Search documents
北京文化(000802) - 000802北京文化投资者关系管理信息20250530
2025-05-30 08:12
Group 1: Company Overview - Beijing Cultural is actively engaged in various film and television projects, including movies like "East Extreme Island," "Fengshen Part III," and "Angry Tiger," as well as TV series such as "Dark Night Light" and "Dream Chaser" [1] - The company is utilizing a remote format for its 2024 performance briefing, accessible to all investors via the Shenzhen Stock Exchange's "Interactive Easy" platform [1] Group 2: Project Updates - "Fengshen Part III" is currently in post-production, with the specific release date to be confirmed based on public announcement [2] - The company is exploring short drama production as part of its strategy to expand its business model and enhance operational performance [2]
文艺圈大混战,谁先“变短”谁就赢?
Ge Long Hui· 2025-05-16 01:58
作者 | 周琳 主编 | 苏淮 从2023年开始,上市的影视、院线公司在投资者问答平台都免不了回答一个问题:公司有没有布局短剧 业务?能不能贡献营收? 微短剧的火越烧越旺,明明被吐槽是下沉专属的"奶头乐",但架不住"日充千万"的收益神话频频搅动市 场敏感的神经,影、剧、文三界的"老炮儿"全被拉到了赛场,只要旗下业务有一点沾边,就逃不过投资 者的灵魂拷问。 但在长剧集和电影上的优秀战绩,未必能延续到短剧领域。从目前短剧行业的格局来看,"正规军"中能 称为头部的选手寥寥,市场多是被一些MCN机构、直播平台以及成立不久的新公司占据。 源媒汇研究了目前头部的影视公司、网文平台在短剧领域的布局和发展情况,总的来讲,"正规军"对这 场战役还是较为谨慎的。尤其是上市公司,基本都停留在"有准备"的层面,已有项目落地的并不多。目 前表现较为亮眼的是柠萌影视(09858.HK))和华策影视(300133.SZ)。 从短剧业务切入的难易程度到公司的市占率目标,再到微短剧的团队搭建情况和能力建设周期,机构对 于短剧这个资本市场热点抱有极大热情。 华策影视在此次问答中表示,公司从2022年开始关注并研究微短剧市场,从2023年6月开始 ...