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产品驱动盈利回暖 完美世界25H1净利增逾3.8倍至5.03亿元
Quan Jing Wang· 2025-08-26 10:45
分业务看,游戏业务实现营业收入29.06亿元,较上年同期上升9.67%;归母净利润5.04亿元,扣非后净 利润3.46亿元,较上年同期扭亏为盈。 影视业务实现营业收入7.67亿元,同比上升756.35%;实现归母净利润约4172万元,扣非后净利润约 2293万元。 回归产品本源 脚踏实地扭亏 半年报显示,在游戏行业存量竞争加剧的背景下,完美世界回归产品本源,强化创意与研发,深耕在 营、稳推在研、布局新品,不断提升产品成功率;同时优化全球化发行体系,推进精细化与国际化运 营,全面增强市场竞争力。 从上半年的业务发展看,公司扭亏为盈主要有三大直接因素: 第一,受益于自研的新国风仙侠 MMORPG端游《诛仙世界》于2024年12月上线,该游戏于完美世界的 优势MMORPG赛道发力,与玩家共创,在技术、玩法、运营模式等层面积极创新和突破,力求为玩家 提供更加深度、沉浸且高质量的MMO体验,于上半年带来良好业绩增量。 第二,在电竞业务方面,公司作为知名电竞产品《DOTA2(刀塔)》及《CS(反恐精英:全球攻 势)》的中国大陆独家运营商,以赛事运营为引擎,驱动产品精细化运营。上半年,电竞业务流水同比 延续增长趋势,持续贡 ...
完美世界2025半年报:营收36.91亿元,同比增长33.74%
Xin Lang Ke Ji· 2025-08-26 10:31
新浪科技讯 8月26日晚间消息,完美世界发布2025年半年度报告,实现营业收入36.91亿元,同比去年同 期增长33.74%;实现归母净利润5.03亿元,实现扣非后净利润3.18亿元,均较上年同期扭亏为盈,分别 同比增长384.52%与235.12%。 分业务看,游戏业务实现营业收入29.06亿元,较上年同期上升9.67%;归母净利润5.04亿元,扣非后净 利润3.46亿元,较上年同期扭亏为盈。 影视业务实现营业收入7.67亿元,同比上升756.35%;实现归母净利润约4172万元,扣非后净利润约 2293万元。 完美世界表示,公司扭亏为盈主要有三大直接因素:第一,受益于自研的新国风仙侠 MMORPG端游 《诛仙世界》于2024年12月上线,该游戏于完美世界的优势MMORPG赛道发力,与玩家共创,在技 术、玩法、运营模式等层面积极创新和突破,力求为玩家提供更加深度、沉浸且高质量的MMO体验, 于上半年带来良好业绩增量。第二,在电竞业务方面,公司作为知名电竞产品《DOTA2(刀塔)》及 《CS(反恐精英:全球攻势)》的中国大陆独家运营商,以赛事运营为引擎,驱动产品精细化运营。 上半年,电竞业务流水同比延续增长趋 ...
中国电影上半年营收超17亿元 主导影片《南京照相馆》票房逼近28亿元
Core Viewpoint - In the first half of 2025, China Film (600977) reported a significant decline in revenue and a net loss, despite a growing national box office, indicating challenges in the film industry [1][2]. Group 1: Financial Performance - The company achieved operating revenue of 1.717 billion yuan, a year-on-year decrease of 19.13% [1] - The net profit attributable to shareholders was a loss of approximately 110 million yuan, a shift from a profit of 203 million yuan in the same period last year [1] - The national box office reached 29.23 billion yuan, showing a year-on-year growth of 22.95%, but the second quarter saw a decline of 34.73% [1] Group 2: Film Production and Box Office - China Film produced or participated in 14 films in the first half, generating a total box office of 6.082 billion yuan, accounting for 22.97% of the domestic film box office [1] - Notable films include "The Legend of the Condor Heroes: The Great Hero" and the "Detective Chinatown" series, with the former achieving a box office close to 690 million yuan [1] - Since July, several films led by China Film have been released, including "Nanjing Photo Studio," which has grossed 2.774 billion yuan, becoming the first film to surpass 2 billion yuan post-Spring Festival [2] Group 3: Distribution and Market Share - In the first half, China Film distributed 315 films, achieving a box office of 23.849 billion yuan, representing 90.39% of the national total [2] - The company led or participated in the distribution of 226 domestic films, with a box office of 22.251 billion yuan, accounting for 92.91% of the domestic film box office [2] - The company's cinema operations generated revenue of 520 million yuan, reflecting a year-on-year growth of approximately 10% [2] Group 4: Content Development - China Film is currently developing nearly 90 projects, including around 50 original projects such as the epic film "Volunteers: The Third Division" and the animated film "The Rise of the Monkey King" [3]
完美世界:上半年游戏业务收入同比上升9.67% 影视业务收入同比上升756.35%
转自:新华财经 报告期内,公司影视业务实现营业收入7.67亿元,较上年同期上升756.35%;实现归属于上市公司股东 的净利润约4172.19万元,扣除非经常性损益后的净利润约2293.21万元。 编辑:胡晨曦 新华财经北京8月26日电 完美世界26日晚间发布的2025年半年度报告显示,该公司上半年营收同比增长 33.74%至36.91亿元;净利润5.03亿元,上年同期为-1.77亿元;扣非后净利润3.18亿元,上年同期为-2.35 亿元。 单季度业绩来看,完美世界2025年第二季度营收同比增长16.57%至16.68亿元;净利润2.01亿元,上年 同期为-1.47亿元;扣非后净利润1.55亿元,上年同期为-7700万元。2025年第一季度,完美世界实现营 收20.23亿元,同比增长52.22%;净利润3.02亿元,上年同期为-2976万元;扣非后净利润1.63亿元,上 年同期为-1.58亿元。 完美世界称,报告期内,公司游戏业务实现营业收入29.06亿元,较上年同期上升9.67%;归属于上市公 司股东的净利润约5.04亿元,扣除非经常性损益后的净利润约3.46亿元,较上年同期扭亏为盈。 ...
马斯克起诉苹果和OpenAI/17万起,最便宜「华为车」来了/高管再次质疑小米空调排名
Sou Hu Cai Jing· 2025-08-26 09:40
Group 1 - Nvidia launched the Jetson AGX Thor high-performance computing platform, featuring a 7.5 times increase in computing performance and a 3.5 times improvement in energy efficiency compared to the previous generation [3][4] - Jetson Thor supports real-time interaction capabilities and is designed for generative inference models, enabling edge devices to run multiple AI models simultaneously [3][4] - The platform has attracted a prestigious client base, including Agility Robotics, Amazon Robotics, and Boston Dynamics, indicating strong market interest [4] Group 2 - The humanoid robot market in China is projected to exceed 10,000 units in sales this year, with a market size potentially reaching trillions [5] - The humanoid robots are moving from experimental stages to real-world applications, with significant growth expected by 2025 [5][6] Group 3 - Elon Musk's X company and xAI have filed a lawsuit against Apple and OpenAI, alleging anti-competitive practices that harm other AI products [8][9] - The lawsuit seeks monetary compensation and a court order to prevent Apple and OpenAI from continuing their alleged illegal agreement [9][10] Group 4 - Gree's marketing director responded to claims that Xiaomi surpassed Gree in air conditioner sales, questioning the credibility of the data presented by Xiaomi [12][13] - Gree maintains that it still leads in the online market despite Xiaomi's claims of a higher market share [12][13] Group 5 - Huawei's ADS 4 is expected to achieve pilot commercial capabilities for high-speed L3 and urban L4 testing by the end of this year, with plans for further advancements by 2027 [14] - As of August 22, over 1 million vehicles equipped with Huawei's intelligent driving solutions have been deployed [14] Group 6 - ByteDance has no immediate plans to release AI glasses, despite rumors of a product in development [15][16] - The company is reportedly working on a lightweight mixed-reality device expected to be unveiled in 2027 [15][16] Group 7 - AI hardware company Haivivi has completed a 200 million yuan financing round, with plans to release multiple IP products in the coming months [17][18] - The company has secured licenses for popular IPs and aims to launch its second-generation AI toy product soon [18] Group 8 - NIO's sales director emphasized the importance of not disparaging competitors and focusing on customer engagement as competition intensifies in the electric vehicle market [21][22] - NIO's new ES8 pre-sale has attracted significant customer interest, contributing to increased foot traffic in showrooms [22] Group 9 - DingTalk launched several AI products, including its first AI hardware, DingTalk A1, which offers advanced features for real-time transcription and analysis [34][35] - The launch event saw high demand, with the initial stock of DingTalk A1 selling out quickly [37] Group 10 - The HarmonyOS Intelligent Mobility event showcased multiple new vehicles, with the ADS 4 system being a key feature across models [38][41] - The new models are designed to enhance driving experience and safety with advanced autonomous driving capabilities [44]
云浮文化强市建设 35条措施引才兴业
Core Viewpoint - Yunfu City has launched a "policy package" consisting of 35 measures across four key areas to support cultural development and attract quality cultural enterprises and talents [1] Group 1: Policy Measures - The policy package focuses on four main areas: artistic creation, film industry, digital cultural new formats, and internet content creation [1] - Eight measures are introduced in the artistic creation sector, including the establishment of a premium topic library and an incentive reward system [1] - The film industry receives 15 measures aimed at support incentives, industry construction, service guarantees, and talent cultivation, with plans to announce 100 filming locations [1] - Six measures in the digital cultural new formats focus on creating new cultural tourism consumption scenarios and supporting the gaming and esports industries [1] - The internet content creation sector outlines six measures to build a vertical content matrix around three major trillion-yuan industry clusters and five international communication IPs [1] Group 2: Implementation and Future Plans - The relevant departments have responded regarding the implementation paths of the policies, emphasizing the continuation of the "Every Town Has a Voice" project to promote agricultural products [1] - Plans are in place to develop immersive products such as "scripted tours" and "live performances" [1]
中国电影:8月25日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-08-26 09:03
每经头条(nbdtoutiao)——能给主人"打电话"的宠物智能手机也来了!宠物产业3000亿元市场大爆 发,行业上市公司"涨"声一片 (记者 胡玲) 每经AI快讯,中国电影(SH 600977,收盘价:13.37元)8月26日晚间发布公告称,公司第三届第二十 一次董事会会议于2025年8月25日以通讯方式召开。会议审议了《2025年半年度报告及摘要》等文件。 2024年1至12月份,中国电影的营业收入构成为:影视行业占比98.87%,其他业务占比1.13%。 截至发稿,中国电影市值为250亿元。 ...
2024年上市公司独董观察:横店影视、广博股份、瑞丰银行独董蒋岳祥合计薪酬30万元现任浙江大学教授、博导
Xin Lang Cai Jing· 2025-08-26 07:36
独立董事制度作为资本市场基础制度的重要内容,是上市公司治理结构的重要一环,其核心职责即通过监督制衡,促进上市公司规范运作、提升信息披露的透明度与真实性,保护中小投资者利益 蒋岳祥,2024年期间担任横店影视独立董事、广博股份独立董事、瑞丰银行独立董事,分别于2023年05月24日、2023年03月07日、2021年12月27日任职。2024年,蒋岳祥先生从三家公司获 2024年任职期间,横店影视共计召开6次董事会、3次股东大会,蒋岳祥先生均参加上述全部会议,无授权委托其他独立董事出席会议或缺席情况。同时,对公司董事会审议的各项议案均投以同 2024年任职期间,广博股份共计召开7次董事会、1次股东大会,蒋岳祥先生均参加上述全部会议。同时,对公司董事会审议的各项议案均投以赞成票,无提出异议、反对或弃权的情形。 2024年任职期间,瑞丰银行共计召开9次董事会,蒋岳祥先生本人应参加9次,实际亲自出席会议9次。同时,对公司董事会审议的各项议案均投以赞成票,没有提出异议的事项,也没有反对或弃 登录新浪财经APP 搜索【信披】查看更多考评等级 专题:2024年度A股独立董事数据报告 责任编辑:公司观察 据履历显示,蒋岳祥, ...
影视业长剧"寒冬杀至" 腾讯优酷纷缩投资 微短剧逆市爆发式增长
Sou Hu Cai Jing· 2025-08-26 07:00
Core Insights - The short drama market is expected to rival or even surpass the combined viewership and user engagement of movies and long dramas in the future, indicating a significant shift in consumer preferences [1][4][5] Industry Trends - The traditional long video platforms are reducing investments in long dramas, with Tencent focusing on only 40 major series and limiting external purchases to 5 [4][10] - The micro-short drama market has seen explosive growth, surpassing the annual box office revenue of 42.5 billion RMB, with a market size approaching 70% of the long video market [5][10] - By 2024, the user base for micro-short dramas is projected to reach 662 million, accounting for over half of the total internet users in China [5][10] Investment Dynamics - Investors are increasingly interested in the short drama sector, with reports of individual investments starting from hundreds of thousands and institutional investments reaching millions [5][10] - The appeal of short dramas lies in their rapid production, short return cycles, and high profitability potential, aligning well with modern consumers' fragmented viewing habits [5][12] Talent and Content Creation - The shift towards short dramas is prompting a transformation in talent dynamics, with established actors and directors adapting to the new format, while some traditional actors struggle to adjust [6][12] - Notable actors like Liu Xiaoqing and Huang Zongze are transitioning to the short drama market, reflecting the industry's evolving talent evaluation system [6] Competitive Landscape - Major platforms like Baidu and iQIYI are investing heavily in short dramas, with Baidu forming a "Short Drama Launch Alliance" and iQIYI initiating a large-scale IP binding plan [7] - ByteDance's "Hongguo Short Drama" has achieved significant user growth, surpassing 210 million monthly active users, indicating a strong competitive position in the market [6][7] Global Expansion - Over 200 micro-short drama applications have entered overseas markets, with cumulative downloads nearing 400 million, suggesting a growing international interest [8] - The global short drama market is projected to exceed 50 billion USD in the next decade, with overseas markets expected to account for over 70% of this growth [8]
中期业绩扭亏为盈,中国儒意(00136)如何凭产业协同战略“深蹲起跳”?
智通财经网· 2025-08-26 03:07
Core Viewpoint - The company has reported strong financial performance for the first half of the year, with revenue of RMB 2.206 billion, a year-on-year increase of 20%, and a net profit of RMB 1.228 billion, marking a significant turnaround from losses, with adjusted net profit rising 140% to RMB 1.303 billion, indicating a substantial improvement in profitability [1] Group 1: Business Performance - The content production segment generated revenue of RMB 570 million, driven by several successful film releases, including "Detective Chinatown 1900," which achieved a box office of RMB 3.6 billion, and "The Lychee of Chang'an," which reached RMB 647 million [2] - The game segment has become a new growth engine, with revenue of RMB 1.21 billion, reflecting a 40% year-on-year increase, supported by the successful launch of multiple new games [5] - The company is actively expanding into new business areas such as trendy toys and financial payments, enhancing its growth potential [7][8] Group 2: Strategic Initiatives - The company is focusing on synergistic effects among its three core businesses: film, streaming, and gaming, which are driving significant growth [1][5] - The company has made strategic investments, including acquiring a 30% stake in Kuaiqian for RMB 240 million, entering the third-party payment and fintech sector, which is expected to enhance its ecosystem [8][9] - The company is leveraging AI technology across its operations, improving content personalization and user experience in both streaming and gaming [6][4] Group 3: Future Outlook - The company anticipates further revenue growth in the second half of the year, supported by the release of several new films and games [1][2] - The integration of payment solutions with existing services is expected to create new revenue streams and enhance operational efficiency [9] - The overall strategic layout is clear, with significant collaborative effects expected to drive sustainable growth and open new avenues for profitability [9]