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华谊兄弟(300027) - 2015年5月13日机构调研会议纪要
HBMCHBMC(SZ:300027)2022-12-08 02:02

Group 1: Business Overview - The company has three main business segments: Film and Television Entertainment, Brand/IP Licensing, and Internet Entertainment [1] - Since 1994, the company has accumulated a database of 100 film and television works, forming the largest entertainment IP library in China [1] - The company aims to sign 20 projects in the Brand/IP Licensing segment within four years, having signed 11 projects by the end of 2014 [1][4] Group 2: Film and Television Entertainment - The company has partnered with STX and SHOW BOX to explore international film markets, marking the first time a Chinese film company participates in global box office revenue sharing [1][5] - In 2015, the company plans to release 18 films, with a goal of approximately 15 films annually in the future [6][7] - The box office revenue for the first quarter of 2015 exceeded 1.4 billion yuan [7] Group 3: Internet Entertainment - The Internet Entertainment segment includes new media, gaming, fan communities, and online distribution [2] - The game "Time Hunter" and "Gods and Demons" generated significant revenue in 2014 [2] - The company has developed the "Star Shadow Alliance" to enhance fan economy, with 130 million registered users on the QQ platform [8] Group 4: Real-World Entertainment - The revenue from real-world entertainment comes from brand licensing fees, equity income, and comprehensive management fees [4] - The Haikou project features three themed streets and has integrated content from director Feng Xiaogang's works [4] Group 5: International Expansion - The company established a wholly-owned subsidiary in the U.S. to manage North American operations and plans to collaborate with STX on at least 18 films [5] - This partnership is a significant step in the company's international strategy and aims to enhance its influence in the film industry [5] Group 6: Cinema Operations - The cinema business began in 2010 and achieved profitability in the first half of 2014 [9] - By the end of 2014, the company operated 15 cinemas across various cities, including Beijing and Shanghai, and is the largest partner of IMAX in China [9]