Major Events - Lai Kai Pharmaceutical-B (02105) reported positive preliminary results from Phase I clinical MAD study, with LAE102 showing encouraging trends in muscle gain and fat loss [1] - Fuhong Hanlin (02696) received FDA approval for the Phase I clinical trial application of HLX13 for first-line treatment of unresectable hepatocellular carcinoma (HCC) patients [1] - Ningmeng Media (09857) has commenced filming the urban medical emotional drama "Asking Heart 2" [1] - CRRC Corporation (01766) and its subsidiaries signed significant contracts totaling approximately 54.34 billion [1] - Heng Rui Pharmaceutical (01276) received approval to conduct clinical trials for SHR-7787 injection, SHR-4849 injection, Bevacizumab injection, and Atezolizumab injection [1] - Hema Medical (03309) entered into a tripartite global licensing and collaboration agreement with Gilead and Hanmi regarding enecuidar [1] - Jinfang Pharmaceutical-B (02595) completed the enrollment of the first patient in the Phase I/II clinical trial of the molecular glue Pan RAS(ON) inhibitor GFH276 for RAS mutant cancer patients [1] - Gao Shi Medical (02407) obtained international certification for its medical device quality management system [1] Operating Performance - Shenzhen Expressway Company (00548) reported toll revenue of 114 million for the Outer Ring project in August [1] - China National Automobile (00026) announced an annual performance with a post-tax loss attributable to shareholders of 185 million HKD, a year-on-year reduction of 29.64% [1] - OKURA HOLDINGS (01655) reported an annual profit attributable to shareholders of 1.342 billion JPY, a year-on-year decrease of 34.34% [1] - Elephant Future Group (02309) disclosed an annual performance with a loss attributable to owners of approximately 314 million HKD, a year-on-year increase of 71.77% [1] - Henghe Group (00513) reported an annual performance with a loss attributable to owners of approximately 259 million HKD, a year-on-year increase of 0.7% [1]

【导读】特朗普威胁对所有境外制作电影征100%关税 中国基金报记者 泰勒 大家好，特朗普刚刚又发出了关税的威胁。 美国总统特朗普在"真相社交"平台上发文称，他将对"所有在美国境外制作的电影"征收100%的关税。 特朗普称，美国电影制作正被国际竞争蚕食。他写道："我们的电影制作业务被其他国家从美利坚合众国偷走了，就像从婴儿手 里抢糖一样。" 特朗普未说明这一关税将于何时实施，以及如何实施。 如果特朗普兑现这一威胁，这将标志着他将首次对"服务"而非原材料等实物商品征收关税。 多位制片厂高管今年早些时候表示，他们对如何执行电影关税"感到困惑"，因为现代影片通常在多个国家分散进行制作、融资、 后期与视效。 这一举措已引发法律和贸易分析人士的怀疑。有观点认为，电影属于知识产权，同时也是全球服务贸易的一部分，而美国在该领 域常年顺差，这就使征收关税的法律依据受到质疑。与海外制片方的合拍也越来越常见，进一步加深了对这类影片应如何归类的 疑问。 受消息影响，奈飞早盘股价一度下挫。 | 最高: 1218.71 | 今开:1205.00 | 成交量: 70.74万股 | 换手: 0.17% | | --- | --- | --- ...

特朗普未说明这一关税将于何时实施，以及如何实施。 如果特朗普兑现这一威胁，这将标志着他将首次对"服务"而非原材料等实物商品征收关税。 【导读】特朗普威胁对所有境外制作电影征100%关税 大家好，特朗普刚刚又发出了关税的威胁。 美国总统特朗普在"真相社交"平台上发文称，他将对"所有在美国境外制作的电影"征收100%的关税。 特朗普称，美国电影制作正被国际竞争蚕食。他写道："我们的电影制作业务被其他国家从美利坚合众国偷走了，就像从婴儿 手里抢糖一样。" 多位制片厂高管今年早些时候表示，他们对如何执行电影关税"感到困惑"，因为现代影片通常在多个国家分散进行制作、融 资、后期与视效。 这一举措已引发法律和贸易分析人士的怀疑。有观点认为，电影属于知识产权，同时也是全球服务贸易的一部分，而美国在该 领域常年顺差，这就使征收关税的法律依据受到质疑。与海外制片方的合拍也越来越常见，进一步加深了对这类影片应如何归 类的疑问。 受消息影响，奈飞早盘股价一度下挫。 （文章来源：中国基金报） 特朗普早在今年5月威胁对海外制作的电影征收100%关税，理由是其他国家提供税收优惠，吸引电影人出走美国。在他最新的 帖子中，他点名加利福尼亚州 ...

Group 1 - President Trump threatens to impose a 100% tariff on films produced outside the U.S., citing the loss of the American film industry to foreign competition [1] - This move indicates a potential extension of protectionist policies to the cultural sector, creating uncertainty for film companies that rely on international box office revenue and cross-border co-productions [1] - Trump's previous statements suggest he views foreign films as a "national security threat," further complicating the landscape for U.S. film producers [1] Group 2 - Legal and trade analysts question the basis for imposing tariffs on films, as they are considered intellectual property and part of global service trade, where the U.S. typically has a surplus [2] - The increasing prevalence of co-productions with foreign film companies raises concerns about how these films would be classified under the proposed tariff [2] - Major media companies like Disney, Sony, and Warner Bros. have seen their stock prices decline in response to the tariff news, indicating market sensitivity to such policy changes [2]

Group 1 - The company, Litian Film Industry (09958), announced a delay in the publication of its financial results for the fiscal year ending in 2024 to 2025 [1] - If the company fails to publish the financial results by September 30, 2025, trading of its shares on the Hong Kong Stock Exchange will be suspended starting from October 2, 2025, at 9:00 AM [1]

智通财经APP讯，柠萌影视(09857)发布公告，由国家安全部重点指导，中央广播电视总台、中国电视剧 制作中心、柠萌影视及旗下柠萌开新、腾讯视频出品的当代国安题材电视剧《交锋》，已于2025年9月 29日开机拍摄。该剧由王小枪编剧，姚晓峰总导演，张翼芸担任总制片人，王凯领衔主演，彭昱畅特别 主演，欧豪特邀主演。 ...

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」，連同其附屬公司及並表聯署 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，由國家安全部重點指導，中央廣播電視總台、中國 電視劇製作中心、檸萌影視及旗下檸萌開新、騰訊視頻出品的當代國安題材電視劇《交 鋒》，已於2025年9月29日開機拍攝。該劇由王小槍編劇，姚曉峰總導演，張翼芸擔任總 製片人，王凱領銜主演，彭昱暢特別主演，歐豪特邀主演。 承董事會命 檸萌影視傳媒有限公司 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。 Linmon Media Limited 9857 董事長 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 中國，北京 2025年9月29日 ...

本期DataEye将看看那些很少被看见，却拥有大众市场的乡村短剧。 9月25日，中共中央宣传部、农业农村部、教育部、文化和旅游部、广电总局、中国文联、中国作协等七部门联合印发了《"文艺赋美乡村"工作方案 （2025－2027年）》。 其中"重点任务"一栏中提到，实施优秀微短剧扶持计划，组织创作农民群众喜闻乐见的文艺作品，是本次促进乡村文化事业和文化产业繁荣发展的重要任 务之一。 DataEye短剧观察发现：目前，乡村题材微短剧正在成为新热点。 一、乡村短剧现状 目前，乡村短剧大致可分为两类： 1、由专业制作团队制作的乡村文旅剧。 乡村文旅剧多由地方文旅部门制作，以《飞扬的青春》以及"跟着微短剧去旅行"入选作品为例，这类微短剧响应文旅政策，多讲述乡村振兴、农旅产业等 故事，播出平台包含官媒、长视频平台以及抖音、快手等短视频平台。 2、由素人制作的乡村短剧 由素人创作的乡村短剧中，据ADX数据，截至目前，播放量最高的乡村短剧为抖音账号"阿乐哥哥"播出的微短剧《阿乐哥哥的故事》，播放总量超80 亿。这也是ADX后台播放量最高的微短剧。 来源：DataEye-ADX行业版 除了"阿乐哥哥"外，抖音有大量账号发布乡村短 ...

Core Viewpoint - Huace Film & TV (300133.SZ) announced a share transfer plan involving shareholders Fu Meicheng and Hangzhou Dace Investment Co., Ltd., intending to transfer a total of 67,470,585 shares, representing 3.60% of the company's equity, due to personal funding needs [1][2]. Share Transfer Details - The share transfer will be conducted through a non-public method, and the transferee will be institutional investors with appropriate pricing and risk-bearing capabilities [1]. - The shares transferred will be restricted from being sold for six months post-transfer [1]. Shareholding Structure - As of September 26, 2025, Fu Meicheng holds 328,544,543 shares (17.54% of total equity), while Dace Investment holds 325,481,020 shares (17.37% of total equity) [1][2]. - Fu Meicheng is the actual controller and co-chairman of Huace Film & TV, with Dace Investment being the controlling shareholder [2]. Control Rights - The share transfer does not involve any circumstances that could lead to a change in the company's control [3]. Financial Performance - In 2024, Huace Film & TV reported revenue of 1.94 billion yuan, a decrease of 14.48% year-on-year, and a net profit of 243 million yuan, down 36.41% [5][6]. - The company experienced a significant decline in cash flow, with a net cash flow from operating activities of -297 million yuan, compared to 393 million yuan in the previous year [5][6]. Recent Performance Trends - For the first half of 2025, the company achieved revenue of 790 million yuan, a year-on-year increase of 114.94%, and a net profit of 118 million yuan, up 65.05% [6][7]. - Despite the positive growth in the first half of 2025, the operating cash flow remained negative at -154 million yuan, although it improved from -99 million yuan in the same period last year [7].

格隆汇9月29日丨柠萌影视(09857.HK)发布公告，由柠萌影视、腾讯视频、爱奇艺出品的都市医疗情感 话题剧《问心2》，已于2025年9月27日开机拍摄，该剧由周艺飞编剧，黎志执导，徐晓鸥担任总制片 人，王也、陈抒泽任制片人，赵又廷、毛晓彤领衔主演，金世佳特别主演，张佳宁特邀领衔。 ...