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闪电快讯 | 阅文还在讲IP故事,这一次是短剧和衍生品
Xin Lang Cai Jing· 2025-08-12 10:21
Core Viewpoint - In the first half of 2025, the company reported a revenue decline of 23.9% year-on-year, while operating profit increased significantly by 92.7%, and net profit attributable to shareholders rose by 68.5% [1] Revenue Breakdown - The company's revenue is divided into two main segments: online business and copyright operation [1] - Online business revenue reached 1.99 billion yuan, a year-on-year increase of 2.3%, with self-owned platform products growing by 3.1% and Tencent product channel revenue declining by 25.6% [1] - The average monthly active users for self-owned platform products decreased by 2.5%, while the average monthly paying users increased by 4.5% to 9.2 million [1] - Revenue from copyright operation and other businesses was 1.2 billion yuan, a year-on-year decrease of 46.4%, primarily due to the development cycle and scheduling of film and television projects [2][4] Cost and Profitability - The cost of revenue decreased significantly, particularly in content production, which was 190 million yuan, less than one-third of the previous year's figure [4] - Excluding the impact of New Classics Media, the non-IFRS net profit attributable to shareholders was 550 million yuan, a year-on-year increase of 35.7% [4] IP and New Initiatives - The company's IP derivative business showed strong growth, with GMV reaching 480 million yuan, close to the total for the entire previous year [4] - The company is focusing on short dramas and has opened over 2,000 web novel IPs for high-quality short drama production [5] - The integration of AI into existing business is being explored, with the launch of an AI writing assistant that has increased author interaction by 40% [5] International Expansion - The overseas reading platform WebNovel saw a 38% year-on-year increase in revenue from AI-translated works, which now account for over 35% of total platform revenue [6] - As of June 30, 2025, WebNovel offered over 10,000 Chinese translated works and approximately 770,000 local original works, with AI-translated works making up 70% of the translated content [6]
阅文集团(00772.HK)中期股东应占盈利同比增68.5%至8.5亿元 不派息
Jin Rong Jie· 2025-08-12 09:37
在非国际财务报告准则基础下,公司权益持有人应占盈利约5.08亿元,而2024年同期则为7.02亿元。该 减少主要是由于新丽传媒的影视剧项目在今年排期不均所致。撇除新丽传媒的影响,非国际财务报告准 则公司权益持有人应占盈利同比增加35.7%至5.45亿元。 本文源自财华网 【财华社讯】阅文集团(00772.HK)公布,截至2025年6月30日止六个月,收入约31.91亿元(人民币,下 同),同比减少23.9%;公司权益持有人应占盈利约8.5亿元,同比增加68.5%;每股基本盈利0.84元。不 派中期股息。 ...
柠萌影视:《子夜归》计划8月18日起登陆腾讯视频全网独播
Zhi Tong Cai Jing· 2025-08-12 08:41
柠萌影视(09857)发布公告,由柠萌影视及旗下青柠萌、腾讯视频出品的纯爱奇谭《子夜归》,计划将 于2025年8月18日起登陆腾讯视频全网独播。该剧由柳樾和孙临编剧,侣皓吉吉执导,齐帅担任总制片 人,吴若妍担任制片人,许凯、田曦薇领衔主演。 ...
柠萌影视(09857) - 自愿公告业务发展最新情况
2025-08-12 08:30
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其 準確性或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部份內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 9857 自願公告 業務發展最新情況 本公告乃經檸萌影視傳媒有限公司(「本公司」或「檸萌影視」,連同其附屬公司及併表聯屬 實體統稱「本集團」)自願作出,旨在向本公司股東及潛在投資者更新本集團之最新業務發 展。 本公司董事會(「董事會」)欣然宣佈,由檸萌影視及旗下青檸萌、騰訊視頻出品的純愛奇 譚《子夜歸》,計劃將於2025年8月18日起登陸騰訊視頻全網獨播。該劇由柳樾和孫臨編 劇,侶皓吉吉執導,齊帥擔任總製片人,吳若妍擔任製片人,許凱、田曦薇領銜主演。 承董事會命 檸萌影視傳媒有限公司 董事長 Linmon Media Limited 中國,北京 2025年8月12日 於本公告日期,本公司執行董事為蘇曉先生、陳菲女士及徐曉鷗女士;本公司非執行董 事為王娟女士及張嶸先生;本公司獨立非執行董事為蔣昌建先生、唐松蓮女士及梁寧女 士。 蘇曉 ...
郑州缘何成“竖店”
Ren Min Ri Bao· 2025-08-12 07:49
交通便利的地方有很多,郑州凭啥上演"一出好戏"?历史是根脉,文化是灵魂。从古代聚落到都城遗 址,从特色街区到名人故居……深厚的历史,赋予城市以文化底蕴,也成为影视创作的拍摄资源。传承 与发展的流变、传统与现代的碰撞、文化与经济的交融,堪称取之不竭的影视富矿。 产业的发展,还得益于独特的生产模式。影视拍摄产业集群,前有浙江横店、河北涿州。失去了先发优 势,如何弯道超车?横店3个月产出1部长剧,郑州7天可交出10部短剧,甚至有从业者坦言:"传统影视 剧一部三年,郑州团队已经迭代了300个爆款套路。"不搞同质化竞争,郑州有鲜明的产业发展思路。优 化闲置资源,卖建材的商铺、摆瓷砖的展厅,摇身一变就是"总裁办公室""重症监护室";提升运营效 率,"早上写剧本、下午拍摄、晚上剪辑,第二天就能上线",制作成本大幅降低。人有我优,正是"竖 店"能与横店相媲美的底气。 传承与发展的流变、传统与现代的碰撞、文化与经济的交融,堪称取之不竭的影视富矿 在影视制作领域,浙江横店闻名遐迩。令人意想不到的是,乘着微短剧风口,河南郑州发展成为全国微 短剧制作重要基地,被许多人称为"竖店"。 微短剧是啥?形式上多为竖屏,契合手机屏幕,随时随地 ...
现言难爆,创作被现实甩了两条街
Hu Xiu· 2025-08-12 05:56
现言,即现代言情剧,以现代人的爱情为核心表现主题的剧,第一主角通常为现代女性,概念上大于现偶。 你有多久没看现言剧了? 热门现偶剧的豆瓣打分人数,直观显示了现言剧吸引力的断崖式下降。 | | | 近年豆瓣打分人数最多的现言剧 | | | | --- | --- | --- | --- | --- | | स्टेसि | 剧名 | 豆瓣打分人数 | 豆瓣评分 | 主演 | | 2025年 | 《滤镜》 | 19.1万 | 7. 3 | 檀健次、李兰迪 | | 2024年 | 《玫瑰的故事》 | 27.6万 | 7.4 | 刘亦菲 | | 2023年 | 《去有风的地方》 | 40. 8万 | 8. 8 | 刘亦菲、李现 | | 2022年 | 《余生,请多指教》 | 43.1万 | 6. 0 | 杨紫、肖战 | | 2021年 | 《你是我的荣耀》 | 53.2万 | 6.9 | 杨洋、迪丽热巴 | | 2019年 | 《亲爱的,热爱的》 | 52. 5万 | 6.7 | 杨紫、李现 | | | 制图: | 《影视独舌》 | | | 2019年最受欢迎的现言《亲爱的,热爱的》打分人数是52.5万人,2021年 ...
微短剧剧组数量激增 横店影视城“横竖皆有戏”
Zheng Quan Shi Bao· 2025-08-11 17:38
Group 1 - The core viewpoint of the articles highlights the booming demand for micro-short dramas in China's film industry, particularly in Hengdian Film City, which has become a central hub for such productions [1][2][3] - Hengdian Film City has received over 2,300 micro-short drama crews in the first seven months of this year, surpassing the total for the entire year of 2024, indicating a significant increase in production activity [2][3] - The micro-short drama market in China has seen substantial growth, with market sizes increasing from 368 million yuan in 2021 to 37.39 billion yuan in 2023, and projected to reach 50.5 billion yuan in 2024, surpassing box office revenues for films [7][8] Group 2 - The supply of actors, especially extras, is currently insufficient to meet the demands of the rapidly increasing number of micro-short drama productions, leading to a competitive environment for talent acquisition [4][5][6] - Hengdian Film City has established a dedicated operation center for micro-short dramas to manage the influx of crews and coordinate resources effectively [3][5] - The quality of micro-short dramas is improving, with production costs rising from approximately 300,000 yuan to around 800,000 to 1.5 million yuan per episode, reflecting a trend towards higher production values [7][8]
上市公司扎堆微短剧 做出新意是关键
Zheng Quan Shi Bao· 2025-08-11 17:35
Core Viewpoint - The rapidly expanding micro-drama market is attracting significant interest from content creators and major film and television companies in China, with platforms like iQIYI, Tencent Video, Douyin, and Kuaishou actively engaging in this sector [1][2]. Group 1: Market Dynamics - The micro-drama market has transitioned from skepticism to acceptance among industry players, with many companies now investing heavily in this format [1]. - iQIYI's founder publicly advocated for the industry to embrace micro-dramas, leading to increased investment in this area [1]. - A-share companies are also significantly investing in micro-dramas, with some viewing it as a key business transformation direction [1]. Group 2: Company Involvement - Large film and television companies are entering the micro-drama space, leveraging their financial strength and production capabilities to enhance content quality [2]. - The involvement of major companies is crucial for improving the overall quality of micro-dramas and changing public perception of them as "poorly made" [2]. Group 3: Market Potential - By 2024, the market size of micro-dramas in China has surpassed that of box office revenues, with user numbers approaching 600 million [3]. - To sustain growth in this large and rapidly expanding market, companies need to focus on producing high-quality micro-dramas rather than solely relying on attracting users through trending topics [3].
《浪浪山小妖怪》,刷新纪录!
证券时报· 2025-08-11 10:13
刷新中国影史 国产二维动画电影票房纪录! 据 网络平台数据 动画电影 《浪浪山小妖怪》 累计票房突破5.74亿元 浪浪山的四个小妖怪 为何没有名字 2023年,国产动画短片《中国奇谭之小妖怪的夏天》惊艳四座,里面那个想要离开浪浪山的小猪妖,让无数人产生共鸣。 动画电影《浪浪山小妖怪》以平凡视角重构经典神话。大银幕上,小猪妖勇敢迈出了浪浪山,他要完成一件看起来不可能的事——和另外三个同样寂寂无名 的小妖怪一起,勇闯取经路。 影片结尾,这个假冒的取经小队成了村民心中的英雄,却没来得及说出各自的 名字,这让不少观众感到好奇,他们究竟叫什么? 近日, 央视 新 闻 专访 《浪浪 山小妖怪》 电影导演、编剧於水,他也是《中国奇谭之小妖怪的夏天》的导演和编剧。 於水说,他曾想为小妖怪们取名字,但很快就放弃了这个念头。 "我们的名字最终可能也不会有人记得,小妖怪们也是,他们代表着芸芸众生,这也与影片 的英文名 《Nobody》相呼应 ,那就是'无名之辈'。" 於水想要告诉大家,每个人都有将自己困住的浪浪山,很多时候这座山仅仅只是我们的世俗观念,希望每个人都可以 活出自己喜欢的样子 ,勇敢迈出第一步 。即使没有一个筋斗十万八 ...
全省首个微短剧审查服务分中心在平原示范区揭牌
He Nan Ri Bao· 2025-08-10 23:45
Group 1 - The establishment of the micro-short drama review service center in Xinxiang City is the first of its kind in Henan province, filling a critical gap in the micro-short drama industry chain and promoting healthy and orderly development of the industry [1] - The Pingyuan Demonstration Zone has built three micro-short drama shooting bases and integrated 158 filming locations, creating a "15-minute shooting resource service circle" that hosts over 200 film crews monthly and generates employment for more than 3,000 people [1] - The center will enable local completion of key processes such as preliminary review and content audit, effectively shortening project cycles and reducing operational costs, while providing one-stop services for creators [1] Group 2 - New projects have been signed between Xinxiang Taikuku Film and Television Co., Ltd. and Zhengzhou Mingyang Media Co., Ltd. with the Pingyuan Demonstration Zone to further develop an ancient costume short drama shooting base [2] - Several micro-short drama shooting plans have been initiated by Henan Yueyi Vertical Screen Film Industry Co., Ltd. and Zhengzhou Yaqi Film Industry Co., Ltd. in Xinxiang, covering diverse themes such as rural revitalization, urban emotions, and historical culture [2]