海看股份(301262) - 2025年5月15日投资者关系活动记录表

Financial Performance - The company reported a total revenue of 9.79 billion yuan in 2024, a decrease of 1.37% year-on-year [6] - The net profit attributable to shareholders for 2024 was 4.00 billion yuan, down 2.38% compared to the previous year [6] - In Q1 2025, the company achieved a revenue of 2.35 billion yuan, with a net profit of 1.17 billion yuan, reflecting a year-on-year growth of 7.45% [6] IPTV Business Development - The IPTV basic business revenue for 2024 was 795 million yuan, showing a slight increase of 0.02% year-on-year [2] - The number of effective IPTV users reached 16.85 million [2] - The company plans to enhance its IPTV services through innovation and collaboration with major telecom operators [2] Strategic Advantages - The company is the exclusive IPTV operator in Shandong province, benefiting from a large user base and market penetration potential [3] - It is focusing on transforming traditional TV viewing into interactive services, integrating various public services [3] - The company is investing in AI technology to improve content creation and operational efficiency [5] Capital Investment Strategy - The company aims to invest in new products, technologies, and business models that extend its existing industry chain [4] - In 2021, the company invested 15 million yuan to establish a joint venture, holding a 27.78% stake [4] - The company is exploring diverse capital operation methods to enhance its competitive edge [4] Dividend Policy - The company has implemented four cash dividend distributions since its listing, totaling 620 million yuan [6] - For 2024, the proposed dividend is 0.50 yuan per 10 shares, based on a total share capital of 417 million shares [6] - The company emphasizes a sustainable dividend policy while ensuring financial health and shareholder returns [6] Taxation and Policy Context - The company currently does not benefit from the tax exemption policy for cultural enterprises but is actively pursuing recognition for this status [7] - The recent policy changes are expected to enhance the competitiveness of cultural enterprises [7]