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里昂:升猫眼娱乐(01896)目标价至9.5港元 维持“跑赢大市”评级
智通财经网· 2025-08-27 06:21
智通财经APP获悉,里昂发布研报称,猫眼娱乐(01896)上半年业绩符合预期。受惠于电影市场强劲复 苏,以及公司在电影发行及宣传的领导地位扩大,期内收入上升;净利润处于盈利预告的中位,同比下 降33%,原因是对电影内容和现场演出基础设施的投资增加。该行维持猫眼娱乐今年收入46亿元人民币 的预测,但下调今明两年的经调整整利润预测24%和3%。不过,该行将目标价由8.78港元上调至9.5港 元,续予"跑赢大市"评级。 ...
大行评级|杰富瑞:上调猫眼娱乐目标价至9.6港元 上调全年票房及收入预测
Ge Long Hui· 2025-08-27 02:45
该行轻微上调全年票房预测,由460亿升至463亿元,收入预测由44亿升至45亿元,即按年增长10%;维 持"买入"评级,目标价由8.6港元上调至9.6港元。 杰富瑞发表研究报告指,猫眼娱乐上半年收入升13.9%至24.7亿元,归属于股东净利润达1.785亿元,均 符合该行预期。管理层强调暑期票房持续复苏;现场表演方面,公司覆盖电竞、演唱会及体育等大型活 动,同时拓展脱口秀、展览与比赛等项目。 ...
博纳影业连收3个涨停板
Zheng Quan Shi Bao Wang· 2025-08-27 02:31
| 日期 | 当日涨跌幅(%) | 换手率(%) | 主力资金净流入(万元) | | --- | --- | --- | --- | | 2025.08.26 | 10.02 | 6.89 | 4088.49 | | 2025.08.25 | 10.04 | 7.34 | 10140.72 | | 2025.08.22 | 0.59 | 3.22 | -1968.25 | | 2025.08.21 | 2.85 | 4.74 | 1110.81 | | 2025.08.20 | 0.00 | 1.80 | 418.24 | | 2025.08.19 | 0.20 | 2.86 | -739.38 | | 2025.08.18 | 4.26 | 5.16 | -563.85 | | 2025.08.15 | -1.05 | 2.69 | -2205.50 | | 2025.08.14 | -2.26 | 2.27 | -67.04 | | 2025.08.13 | -1.02 | 1.63 | -462.83 | 注:本文系新闻报道,不构成投资建议,股市有风险,投资需谨慎。 (文章来源:证券时报网) 博纳影业盘 ...
博纳影业:《蛟龙行动(特别版)》已定档8月30日全国上映,正积极推进海外发行工作
Jin Rong Jie· 2025-08-27 01:12
针对上述提问,博纳影业回应称:"尊敬的投资者您好:感谢您的建议。公司主投的现代军事动作大片 《蛟龙行动》是国内首部核潜艇题材电影。《蛟龙行动(特别版)》已定档8月30日全国上映,点映活 动正在进行中。公司高度关注文化出海,正在积极推进本片的海外发行工作。谢谢。"责任编辑:栎树 金融界8月27日消息,有投资者在互动平台向博纳影业提问:"潜艇军事类题材电影很少见,蛟龙行动- 算是孤篇,也是稀缺题材,很多著名公司不一定能拍的出来。建议,公司的蛟龙行动这部电影应该全球 化放映。" ...
欢瑞世纪2025年中报简析:增收不增利,三费占比上升明显
Zheng Quan Zhi Xing· 2025-08-26 22:39
Core Viewpoint - Huanrui Century (000892) reported a significant increase in total revenue for the first half of 2025, but also faced substantial losses in net profit, indicating mixed financial performance amid growth in short drama business [1][2]. Financial Performance Summary - Total revenue for H1 2025 reached 198 million yuan, a year-on-year increase of 83.72% compared to 108 million yuan in H1 2024 [1]. - Net profit attributable to shareholders was -6.39 million yuan, a decline of 139.86% from a profit of 16.04 million yuan in the previous year [1]. - The gross margin improved to 73.66%, up 9.78% from 67.10% in the previous year, while the net margin fell to -3.27%, a decrease of 122.77% [1]. - The total of selling, administrative, and financial expenses (three expenses) accounted for 85.41% of total revenue, a significant increase of 104.22% year-on-year [1]. Cost and Expense Analysis - Operating costs increased by 47.09%, primarily due to rising costs in the short drama business [2]. - Selling expenses surged by 591.15%, attributed to increased marketing and labor costs related to the rapid development of short dramas [2]. - Management expenses rose by 35.66%, driven by higher intermediary service fees and losses from IP projects [2]. - Financial expenses saw a dramatic increase of 237.42%, linked to reduced interest income and foreign exchange losses [2]. Cash Flow and Asset Management - The net cash flow from operating activities decreased by 16.5%, due to investments in film projects and upfront costs for short drama business [2][3]. - The net increase in cash and cash equivalents fell by 34.62%, also influenced by investments in film projects and short drama business [3]. - The company’s cash assets are considered healthy, but the cash flow situation warrants attention, with cash assets to current liabilities ratio at 48.94% [4]. Historical Performance and Investment Considerations - The company has a poor historical return on invested capital (ROIC), with a median of -7.91% over the past decade, and a worst year in 2020 at -34.35% [4]. - The company has reported losses in 12 out of 26 annual reports since its listing, indicating a challenging investment profile [4].
图解浙文影业中报:第二季度单季净利润同比下降10.42%
Zheng Quan Zhi Xing· 2025-08-26 19:02
Core Insights - The company reported a total revenue of 1.85 billion yuan for the first half of 2025, representing an increase of 11.06% year-on-year [1] - The net profit attributable to shareholders was 116 million yuan, showing a decline of 4.3% year-on-year [1] - The non-recurring net profit was 111 million yuan, which increased by 5.52% year-on-year [1] Financial Performance - In Q2 2025, the company achieved a quarterly revenue of 1.069 billion yuan, up by 1.83% year-on-year [1] - The quarterly net profit attributable to shareholders was 76.4 million yuan, down by 10.42% year-on-year [1] - The quarterly non-recurring net profit was 74.29 million yuan, decreasing by 5.78% year-on-year [1] Financial Ratios - The company's debt ratio stood at 56.64% [1] - The investment income was 407,900 yuan, while financial expenses amounted to 3.0305 million yuan [1] - The gross profit margin was reported at 18.13%, reflecting an increase of 2.02% year-on-year [8] Earnings Per Share - Earnings per share (EPS) remained stable at 0.10 yuan, with no change year-on-year [8] - The operating cash flow per share was reported at -0.17 yuan, a significant decline of 53.43% year-on-year [8] - The net asset value per share was 1.41 yuan, showing an increase of 7.61% year-on-year [8]
上海电影: 关于2025年中期分红方案的公告
Zheng Quan Zhi Xing· 2025-08-26 16:23
证券代码:601595 证券简称:上海电影 公告编号:2025-020 上海电影股份有限公司 关于 2025 年中期分红方案的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: ? 每股分配比例:每 10 股派发现金红利 0.48 元(含税)。 ? 本次利润分配以实施权益分派股权登记日登记的总股本为基数,具体日 期将在权益分派实施公告中明确。 ? 在实施权益分派的股权登记日前公司总股本发生变动的,拟维持分配总 额不变,相应调整每股分配比例,并将在相关公告中披露。 上海电影股份有限公司(以下简称公司)于 2025 年 8 月 26 日召开第五届董 事会第七次会议、第五届监事会第五次会议,分别审议通过了《关于实施 2025 年中期分红的议案》,具体情况如下: 一、利润分配方案的内容 根据公司 2025 年半年度财务报告,公司 2025 年 1-6 月份实现的归属于母公 司股东的净利润为人民币 53,758,415.27 元(未经审计),截至 2025 年 6 月 30 日,公司母公司报表中期末未分配利润为人民币 ...
上海电影: 第五届董事会第七次会议决议公告
Zheng Quan Zhi Xing· 2025-08-26 16:23
证券代码:601595 证券简称:上海电影 公告编号:2025-017 上海电影股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 一、董事会会议召开情况 上海电影股份有限公司(以下简称公司)于 2025 年 8 月 26 日以通讯表决的 方式召开了第五届董事会第七次会议(以下简称本次会议)。本次会议通知及会 议材料已于 2025 年 8 月 21 日通过电子邮件方式送达全体董事,本次会议应出席 董事 8 名,实际出席董事 8 名,出席董事占应出席人数的 100%,会议由董事长 王隽女士主持。本次会议的召集、召开程序符合《中华人民共和国公司法》等相 关法律、法规及《上海电影股份有限公司章程》的规定,会议决议合法、有效。 二、董事会会议审议情况 表决结果:8 票赞成;0 票弃权;0 票反对。 本议案已经审计委员会审议通过,无需提交公司股东大会审议。 具体内容请详见同日披露的《关于 2025 年中期分红方案的公告》(公告编 号:2025-020)。 特此公告。 上海电影股份有限公司董事会 本议案已经审计委员会审议通过,无 ...
上海电影: 第五届监事会第五次会议决议公告
Zheng Quan Zhi Xing· 2025-08-26 16:23
一、监事会会议召开情况 上海电影股份有限公司(以下简称公司)于 2025 年 8 月 26 日以通讯表决的 方式召开了第五届监事会第五次会议(以下简称本次会议)。本次会议通知及会 议材料已于 2025 年 8 月 21 日通过电子邮件方式送达全体监事,本次监事会应出 席监事 5 名,实际出席监事 5 名,出席监事占应出席人数的 100%,会议由监事 会主席郑英豪先生主持。本次会议的召集、召开程序符合《中华人民共和国公司 法》等相关法律、法规及《上海电影股份有限公司章程》的规定,会议决议合法、 有效。 二、监事会会议审议情况 证券代码:601595 证券简称:上海电影 公告编号:2025-018 上海电影股份有限公司 本公司监事会及全体监事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 本议案无需提交公司股东大会审议。 具体内容请详见同日披露的《2025 年半年度报告》《2025 年半年度报告摘 要》。 经审核,监事会认为公司 2025 年度中期分红方案符合《公司章程》规定的 利润分配原则,在保证公司正常经营和长远发展的前提下,充分保障了股东应享 有 ...
万达电影:2025年计划开业100家时光里艺术商店,将覆盖丰富的潮玩衍生品
Mei Ri Jing Ji Xin Wen· 2025-08-26 14:59
Core Viewpoint - Wanda Film is actively expanding its IP toy business by leveraging its extensive cinema resources and plans to open 100 "Time Space" art stores by 2025, focusing on immersive experiences and diverse product offerings [2] Group 1: Business Strategy - The company is utilizing its over 700 cinema locations to create immersive IP experience spaces called "Time Space," which will integrate toy retail, themed exhibitions, and limited-time events [2] - Wanda Film's subsidiary, Ying Shiguang, is transitioning towards a trend entertainment company by focusing on IP incubation, AI interactive experiences, and comprehensive consumer engagement [2] - The company has a diverse IP resource library that includes its own film and game IPs, leading licensed IPs, original IPs, and co-created IPs with artists [2] Group 2: Partnerships and Collaborations - Wanda Film has strategically invested in the IP toy brand "52TOYS," initiating collaboration in product development, marketing, and other related areas to enhance mutual benefits [2] - The partnership aims to leverage each other's strengths to boost the company's non-ticket revenue streams [2] Group 3: Future Plans - The company is in the early stages of these initiatives and is actively promoting them, with specific progress and developments to be disclosed in regular reports [2]