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 ...

Core Insights - The rise of micro-short dramas has transformed Zhengzhou into a significant production base, surpassing traditional hubs like Zhejiang Hengdian, with over 800 production companies and a workforce of 30,000 [1][3] - By the end of 2024, the user base for micro-short dramas in China is expected to reach 662 million, exceeding that of food delivery and ride-hailing services [1] - Zhengzhou's unique production model allows for rapid content creation, with the ability to produce 10 short dramas in just 7 days, contrasting with the traditional model that takes years for a single long drama [3] Industry Development - Zhengzhou's strategic location and transportation infrastructure, including a high-speed rail network, facilitate resource flow and industry growth, creating a vibrant economic ecosystem [2] - The city leverages its rich cultural history and diverse filming locations to enhance its appeal as a filming destination, integrating traditional and modern elements [2][3] - Government support, including policies aimed at promoting the micro-short drama industry, is driving the sector's growth and job creation [3] Challenges and Opportunities - Despite the rapid growth, the micro-short drama industry faces challenges such as content homogenization and a lack of originality in scriptwriting, which could hinder long-term sustainability [4] - Zhengzhou is actively seeking to address these issues by promoting unique local cultural themes and enhancing the quality of content produced [4] - The industry is at a critical juncture, where strategic vision and adaptability will determine its future success and reputation as a leading production hub [4]

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 ...

今年以来，影视市场快速回暖，电影票房节节攀升。剧集方面，从上半年的《狂飙》、《漫长的季节》 到最近的《长相思》、《莲花楼》，豆瓣评分8.0上下的爆款剧几乎一部接一部，热搜上永远不缺新剧 的话题。 但上市公司半年报里却是另一番景象。和业绩普增的电影公司不同，上半年，A股和港股主要剧集公司 业绩普遍不佳，部分企业利润下滑超过50%，亏损在业内较为普遍。市场火热，剧集公司却挣不到钱， 问题出在哪里？ 业绩不佳 "目前几大视频平台，整体回款都比较慢，有可能你一个项目都播完了，钱只拿到了50%。"某知名剧集 公司高管谭超向证券时报·e公司记者吐槽道，"现在整个市场，谁经得起几千万甚至上亿元的资金等 待，光这种拖欠的钱，就有可能把公司拖垮。" "现在是剧集比电影更难做。电影如果选题和制作没问题，效益可观。你能想象有导演去年还在写网 剧，今年就是30亿元票房电影项目的操盘者吗？"先后从事过电影和剧集创作的资深从业者李林对记者 感叹道。 同属影视行业，电影院线和剧集公司上半年交出了截然不同的成绩单。受益于市场回暖，从事电影制作 及放映的企业上半年业绩普遍大涨。而以网剧、电视剧制作为主的剧集公司，上半年经营状况却普遍下 滑。 ...

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 remains a central hub for production despite the emergence of new filming bases [2][7][8] - 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 505 billion yuan in 2024, surpassing box office revenues for films for the first time [7][8] Group 2 - The production quality of micro-short dramas is improving, with increased investment per production, rising from approximately 300,000 yuan to around 800,000 to 1.5 million yuan, reflecting a trend towards higher quality content [7][8] - There is a shortage of actors, particularly skilled ones, in Hengdian, leading to efforts by the local actors' guild to recruit more talent and manage the supply for the increasing number of productions [4][5][6] - The establishment of a dedicated vertical drama operation center in Hengdian aims to coordinate the influx of micro-short drama crews, managing logistics and scene arrangements to meet the high demand [3][5]

横店影视城方面提供的数据显示，今年前7个月，横店影视城已接待超过2300个竖屏微短剧剧组，超过 了2024年全年。大量剧组涌入，再加上微短剧制作要求不断提升，横店微短剧导演、演员、群演都出现 了"供不应求"的局面。（证券时报） ...

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。 此外，"有形之手"也在"四两拨千斤"。去年，《关于郑州市加快推进网络微短剧产业高质量发展扶持政 策的意见》发布；今年，河南省政府工作报告明确提出"支持郑州打造'微短剧创作之都'"。推动产业升 级、创造就业岗位、促进文旅融合……不断放大用好行业红利，"竖店"是认真的。 只不过，微短剧"量大管饱"，也在饱受同质化、荒诞化争议，郑州同样面临高光之下的隐忧。比如，行 业尚处于野蛮生长状态，企业各自为战；产业链集中在生产制作环节，在剧本原创等高价值领域优势不 明显，等等。如何避免"旺火"成为"虚火"？郑州也在探索破局之道。在今 ...

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]

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].

1、中央结算公司：简化境外央行类机构开户材料 重要程度：★★★★★ 8月11日，中央国债登记结算有限责任公司(简称中央结算公司)发布关于简化境外央行类机构开户材料的通 知。通知称，为落实中国人民银行相关要求，进一步简化境外央行类机构入市投资流程，中央结算公司决 定，于即日起不再要求境外央行类机构提供协议签署承诺书。 外交部发言人林剑表示，具体问题请向中方主管部门询问。希望美方同中方一道，按照两国元首通话达成 的重要共识，发挥好中美经贸磋商机制作用，在平等、尊重、互惠的基础上争取积极成果。 4、财政部、税务总局就增值税法实施条例公开征求意见 重要程度：★★★ 2、利好传来!机器人赛道迎来重磅政策，六大领域应用赋能 重要程度：★★★★ 8月11日，杭州市司法局发布公开征求《杭州市促进具身智能机器人产业发展条例(草案)》意见的公告，通 过制度设计规范发展秩序、优化产业生态、强化要素保障，全面推动具身智能机器人产业实现高质量发 展。 值得一提的是，《条例》提到，促进具身智能机器人在工业制造、农业生产、医疗健康、教育培训、特种 作业、公共安全等重点领域场景的应用推广。 3、中方是否收到美方延长关税暂停期限的最终决定?外 ...