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电视广播(00511)融合人工智能到内容创作流程方面达到新的里程碑 重申全年盈利转正预期
Zhi Tong Cai Jing· 2025-10-30 09:24
Core Insights - The company maintains a leading position in Hong Kong's free-to-air television market, with a combined viewership share of 80% across its flagship channels [1] - The advertising revenue from free-to-air channels continues to show year-on-year growth, with expectations for stronger performance in Q4 2025 due to the anticipated launch of the series "News Queen 2" [1] - The digital media segment, particularly the myTV SUPER streaming service, has approximately 2 million average monthly active users, contributing to strong double-digit growth in digital advertising revenue [1] Group 1 - The company achieved a milestone in integrating artificial intelligence (AI) into its content creation process, with the airing of a short drama entirely created by AI [2] - The AI-generated short drama "In My Heart, You Are Unique" was broadcast on TVB Plus, myTV SUPER, and Tencent Video, showcasing the company's commitment to innovative content [2] - The company plans to release more AI-generated series in the coming months, indicating a strategic shift towards leveraging AI in content production [2] Group 2 - The company has completed filming the highly anticipated "News Queen 2," which is set to premiere in November 2025 on Youku [2] - Co-produced dramas "After the Tower" and "Golden Forest" have premiered on Youku and Tencent Video, respectively, expanding the company's content offerings [3] - The company reaffirms its expectations for continued year-on-year growth in EBITDA and positive net profit for the fiscal year ending December 31, 2025 [3]