证券代码：300426 证券简称：唐德影视 公告编号：2025-024 浙江唐德影视股份有限公司 关于召开 2024 年年度股东大会的通知 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、召开会议的基本情况 于提请召开公司 2024 年年度股东大会的议案》，本次股东大会会议的召开符合有 关法律、行政法规、部门规章、规范性文件和《浙江唐德影视股份有限公司章程》 等规定。 （1）现场会议召开时间：2025 年 4 月 22 日（星期二）下午 14:30 （2）网络投票时间：2025 年 4 月 22 日。其中，通过深圳证券交易所交易系统 进行网络投票的时间为 2025 年 4 月 22 日 9:15 至 9:25，9:30 至 11:30，13:00 至 （1）现场投票：包括本人出席或通过填写授权委托书授权他人出席； （2）网络投票：公司将通过深圳证券交易所交易系统和互联网投票系统向股东 提供网络形式的投票平台，公司股东应在本通知列明的有关时限内通过深圳证券 交易所的交易系统或互联网投票系统进行网络投票。 公司股东只能选择上述投票方式中的一种表决方式。同一表决 ...

数据四舍五入，查看更多财务数据>> 一、主要会计数据和财务指标 | 报告期指标 | 2024年年报 | 2023年年报 | 本年比上年增减(%) | 2022年年报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | -0.0687 | 0.0400 | -271.75 | 0.0700 | | 每股净资产（元） | 0 | 0.34 | -100 | 0.3 | | 每股公积金(元) | 0.3 | 0.3 | 0 | 0.32 | | 每股未分配利润(元) | -1.03 | -0.96 | -7.29 | -0.99 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 1.91 | 3.41 | -43.99 | 4.1 | | 净利润(亿元) | -0.28 | 0.17 | -264.71 | 0.31 | | 净资产收益率(%) | -22.54 | 13.13 | -271.67 | 27.97 | | 名称 持有数量(万股) | | 占总股本比例 (%) | 增减情况(万 股) | | --- | --- | ...

以下文章来源于新周刊 ，作者王阿姨 新周刊 . 中国最新锐的生活方式周刊。 作者：王阿姨 来源： 新周刊（ID：new-weekly） 时隔多年，我们不想知道在《非你莫属》不可一世的老板们是怎么来的，只想知道他 们是怎么"没"的。 近期的求职真人秀《开播吧！青春采销》中，杜华凭一句话出了圈。 她以此前面对练习生的经验，反复用一句"你觉得你配吗"质问求职者，登上热搜。 此情此景，让人很难不联想到初代网红求职节目——《非你莫属》。 这档求职综艺开播自2010年，由张绍刚主持。在网络资讯还不够发达的年代，这个节目似乎天 然接轨了2020年代综艺节目的争议套路，极其擅长制造故事与冲突，尤其以主持人和求职者互 怼、老板和求职者互怼等名场面，在当时的网络疯狂发酵。 那些争执 倘若 发生在当下，大概要长住热搜里。 比如"求职者晕倒"事件，一位自称留学法国的年轻人在节目上求职的过程中被老板和主持人张 绍刚反复质疑，最终不堪压力在现场晕倒。张绍刚也自此一战成名，成为"不会好好说话"的代 言人。 节目中，张绍刚吸引了大部分观众的火力，而那些作为挑选者的民企老板，怼起求职者毫不心 慈手软。在逼问、质疑、调侃甚至刁难求职者，以及强调 ...

Core Viewpoint - The rise of Chinese short dramas is significantly impacting Hollywood, with an average of 100 Chinese short dramas being filmed monthly in Los Angeles, showcasing a shift in audience preferences and industry dynamics [1][4][25] Group 1: Industry Dynamics - Chinese short dramas are challenging traditional Hollywood norms, introducing new themes and storytelling techniques that resonate with audiences [2][25] - The production of short dramas in Los Angeles has attracted a diverse talent pool, including foreign directors and actors, indicating a blending of cultural influences [1][4][21] - The filming process is tightly scheduled, typically requiring 7 to 9 days, with budgets ranging from $100,000 to $200,000 per drama, reflecting a focus on cost control [7][10][11] Group 2: Talent and Casting - The casting process for short dramas is heavily influenced by Chinese investors, who prioritize specific physical attributes and performance data when selecting actors [11][13][21] - Notable actors like Noah and Jackson have emerged as top choices for short dramas, with daily wages of $1,000 and $2,000 respectively, highlighting the competitive nature of talent acquisition [10][11][19] - Many actors view participation in short dramas as a viable career path, despite initial perceptions of the genre being less prestigious [17][18] Group 3: Audience Reception - The audience for these short dramas is primarily foreign, yet the content and casting decisions are predominantly driven by Chinese investors, indicating a unique market dynamic [11][21][23] - Contrary to expectations, complex narratives tend to perform poorly, while straightforward, dramatic plots resonate more with viewers, suggesting a preference for entertainment over depth [13][25] Group 4: Future Outlook - The future of the short drama industry appears promising, with a stable audience base and data supporting its growth, although there remains a cautious outlook among industry insiders [19][21] - Despite the integration of Hollywood resources, the core creative decisions and production control remain with Chinese investors, indicating a parallel yet distinct industry evolution [21][23][24]

Core Insights - The article highlights the success of the short drama "Home and Away," which achieved over 1 billion views within three days of its release, becoming a cultural phenomenon similar to "Nezha 2" [1][5] - The production, which features authentic Sichuan dialect and is set against the backdrop of the 1981 Sichuan-Chongqing flood, has resonated with audiences, generating significant online engagement and nostalgia [3][5] Group 1: Production and Release - "Home and Away" is produced by the short drama brand "Tinghua Island" and consists of 79 episodes, showcasing rich Sichuan cultural elements [6][10] - The drama's production cost was approximately 3 million yuan, and it has been released on multiple platforms, including Hongguo, iQIYI, and Douyin [6][10] - The collaboration between Hongguo platform, Tinghua Island, and Sichuan Broadcasting and Television Bureau has created a successful model for short drama production and distribution [8][11] Group 2: Cultural and Economic Impact - The success of "Home and Away" reflects a broader trend in Sichuan's cultural industry, which has seen significant growth in cultural consumption and creative industries [14][15] - Chengdu's cultural and entertainment market is thriving, with a reported 32.66% increase in cultural arts sales revenue in 2024, driven by various new forms of cultural consumption [14][15] - The drama has also contributed to the local economy, with revenue sharing exceeding 10 million yuan, indicating a strong return on investment [12] Group 3: Strategic Collaboration and Future Prospects - The strategic partnership between local government and production companies has fostered a supportive environment for cultural projects, enhancing the region's competitive advantage [16] - Sichuan's ongoing investment in the cultural sector, including a 300 million yuan annual fund, aims to stimulate further growth and innovation in the industry [16] - The article suggests that the success of "Home and Away" is indicative of a larger trend in transforming regional cultural resources into standardized industrial outputs, creating a sustainable model for cultural consumption [16]

Core Viewpoint - The company reported a revenue of 8.12 billion RMB in 2024, representing a year-on-year growth of 15.8%, while the gross profit reached 3.92 billion RMB, up 16.3% year-on-year, with a gross margin of 48.3%, an increase of 0.2 percentage points. However, the company faced a net loss attributable to shareholders of 210 million RMB, compared to a profit of 800 million RMB in 2023, primarily due to a net loss of 970 million RMB related to goodwill impairment from Xinli Media [2][3]. Group 1: Online Business Performance - Online business revenue was 4.03 billion RMB, a year-on-year increase of 2.1%. Revenue from proprietary platform products rose by 3.4% to 3.53 billion RMB, while revenue from Tencent product channels decreased by 28.2% to 250 million RMB due to a focus on core paid reading products, leading to reduced advertising revenue. Third-party platform online business revenue increased by 32.0% to 250 million RMB due to expanded cooperation with certain third-party distribution partners [3]. - The average monthly active users (MAU) for the company's proprietary platform and Tencent product self-operated channels was 16.66 million, a year-on-year decline of 19%. The MAU for the proprietary platform was 10.38 million, remaining relatively stable, while the MAU for Tencent's self-operated channel dropped by 37.7% to 6.28 million. The average monthly number of paying users increased by 4.6% year-on-year to 9.1 million, attributed to the launch of more membership content, although the average revenue per paying user decreased by 1.5% to 32 RMB [3]. Group 2: IP Derivatives and Xinli Media Performance - Revenue from copyright operations and other income grew by 33.5% to 4.09 billion RMB. Xinli Media generated 1.64 billion RMB in revenue with a profit of 340 million RMB in 2024. The company launched several TV dramas in the first half of 2024, but some series were delayed, impacting profits. The project pipeline for the next two years is robust, with several anticipated releases [4]. - In the short drama segment, the company released over 100 short dramas in 2024, with the highest single work revenue nearing 40 million RMB. New releases at the beginning of 2025 achieved over 50 million RMB in revenue within seven days [4]. - The company's derivative products achieved a gross merchandise volume (GMV) exceeding 500 million RMB in 2024, with card products contributing over 200 million RMB. The company established partnerships with over 150 licensing partners and developed a comprehensive sales channel, including online and offline stores [4].

以下文章来源于正面连接 ，作者于友嘤 正面连接 . 面对复杂 "霸道总裁"不远万里迷倒了美国人。 这个在美国影视业横空出世，提供大量就业岗位、创造大量市值的新生事物，正是我们 每天打开手机就能刷到的短剧。 世界不停地改变。2025年，"霸道总裁"不远万里迷倒了美国人。美国人的生活也开始 需要"甜宠""逆袭"和"打脸"的慰藉了吗？ 我们采访了美国的短剧生产团队，从制作端看，他们比我们更规范、更专业主义，劳工 权益更受保障；从受众端看，他们和我们遥相呼应：庞大的人口基数，割裂又固化的阶 层，越来越混乱的价值观。 美国短剧的幕后，是剧变中压抑的中国留学生，以及找不到工作的美国演员。两个边缘 群体齐心协力，用一个个泼咖啡、摔东西、好人即刻好报、坏人即刻天谴的镜头开辟出 一条奇异通道，连接了中国与美国，以及两边共享的那些重要但隐形的社会情绪。 原装国货占领北美市场 作者 | 于友嘤 编辑 | GGY 来源 | 正面连接 （ID：zmconnect） 2023年以来，继网络文学、网络游戏之后，短剧成为中国第三样出海成功的文化产品。 《2024年短剧出海市场洞察》显示，已有200多款中国短剧App投放海外市场，累计下 载量 ...

Core Viewpoint - The short drama "Afternoon Rose," starring 59-year-old Li Ruotong, has gained significant attention by outperforming many traditional TV dramas in viewership ratings, highlighting a growing trend in the short drama industry [1][2]. Group 1: Overview of "Afternoon Rose" - "Afternoon Rose" focuses on the theme of middle-aged women returning to the workplace, depicting the protagonist's journey of overcoming challenges to realize her self-worth [2]. - The drama consists of 16 episodes, each lasting less than 4 minutes, and airs two episodes daily [1]. - During its broadcast, "Afternoon Rose" surpassed the viewership ratings of several long-running dramas, including "Datang Rongyao" and "Jiuchongzi" [2]. Group 2: Industry Trends - The short drama sector is experiencing rapid growth, with notable stars like Liu Xiaoqing and Shu Chang also entering this space [12][15]. - The market size for micro-short dramas in China reached 50.5 billion yuan in 2024, surpassing the box office revenue of films for the first time [18]. - Major video platforms like Tencent Video and iQIYI are shifting their budgets to invest 10%-20% in short drama development, indicating a strategic pivot towards this format [16][17]. Group 3: Regulatory Environment - Recent regulatory measures have been implemented to address concerns over inappropriate content in micro-short dramas, with platforms like WeChat and Douyin taking action against non-compliant works [20]. - The National Radio and Television Administration has issued guidelines emphasizing that micro-short dramas should be relatable and grounded in reality, discouraging excessive sensationalism [21][22].

Group 1: Cultural Engagement and Education - The rise of scholars teaching classical poetry online has attracted a significant following among Generation Z, as the dynamic nature of online platforms resonates with their preferences [1] - The interpretation of classical works like "Spring River Flower Moon Night" by renowned teachers has sparked interest, but concerns arise regarding the depth of understanding that can be achieved in short video formats [1] - Experts warn that over-reliance on fragmented online content may lead to a superficial grasp of classical literature, emphasizing the importance of deeper engagement with the material [1] Group 2: Short Video Consumption and Attention - Many individuals do not exhibit severe addiction to short videos but find it difficult to stop once they start, indicating a challenge in regaining focus [2] - Training the ability to delay gratification is suggested as a remedy for the distraction caused by short videos, contrasting the immediate pleasure of video content with the higher rewards of sustained effort in learning [2] - True long-term happiness is linked to activities that promote the release of endorphins, which are often at odds with the instant gratification provided by short videos [3] Group 3: Innovations in Entertainment Formats - Kuaishou has announced a new original improvisational comedy reality show, "Time and Space Shop," featuring interactive elements and life philosophy storytelling [4] - The show represents a shift towards short, engaging formats in entertainment, as traditional long-form content faces competition from quick-paced short videos [4] - The production costs of short videos are significantly lower than those of traditional variety shows, making them more appealing in the current media landscape [4] Group 4: Film and Media Industry Developments - A strategic partnership has been established between China (Macau) Film Production Co., Ltd. and Shandong Yinlitang Film and Television Media Co., Ltd. to enhance collaboration in film production, overseas distribution, and cultural exchange [6] - This partnership aims to leverage the strengths of both companies to promote the "going out" strategy of Qilu culture, particularly in the context of Macau's cultural industry development [6] - The film industry in Jinan has seen a significant increase in registered film projects, with a 73.7% growth compared to the previous year, indicating a burgeoning local film sector [6]

Core Viewpoint - The competition between long and short video platforms has intensified, with short dramas emerging as a significant market force, leading to a new copyright battle in the industry [4][6][10]. Market Overview - The micro short drama market in China reached a scale of 50.4 billion in 2023, growing by 34.9% year-on-year, and is expected to exceed 68 billion by 2025 and 100 billion by 2027 [6]. - By the end of 2024, the user base for micro short dramas is projected to reach 662 million, accounting for 59.7% of internet users in China [6]. Industry Dynamics - The traditional hierarchy in the entertainment industry has been disrupted, with short dramas proving to be a lucrative segment, attracting major players to invest heavily [5][6]. - The rise of platforms like Hongguo has shifted the focus from high-budget films to low-cost, high-return short dramas, making them more appealing to content creators [5][10]. Competitive Landscape - Hongguo's rapid growth has positioned it as a significant disruptor in the market, with its monthly active users reaching 150 million by the end of 2024, a 551% increase year-on-year [9][10]. - Major platforms like iQIYI, Tencent Video, and Youku are increasing their short drama offerings, with iQIYI planning to release two new short dramas weekly [10][11]. Financial Aspects - The production costs for short dramas have risen, with some productions now costing up to 80,000 per episode, making profitability more challenging [9]. - Despite the rising costs, the potential for profit remains, as evidenced by successful short dramas generating significant revenue, with some projects earning over 5 million in monthly revenue [14][15]. Future Outlook - The short drama market is expected to continue evolving, with platforms competing aggressively for content supply and audience engagement [12][16]. - The industry is witnessing a shift towards a more sustainable model, where quality and quantity must be balanced to achieve success [21].