本文源自：金融界AI电报 港股影视股午后震荡走强，大麦娱乐(01060.HK)涨超8%，丰德丽控股(00571.HK)涨超6%，柠萌影视 (09857.HK)、稻草熊娱乐(02125.HK)涨超5%，猫眼娱乐(01896.HK)涨近4%。 ...

Group 1: Film Industry Insights - The Hong Kong film stocks have seen significant gains, with Fengde Li Holdings and Damai Entertainment rising over 6%, Ningmeng Film and Daocaoxiong Entertainment increasing over 5%, and Maoyan Entertainment up over 3% [1] - As of February 9, the pre-sale box office for new films during the 2026 Spring Festival has exceeded 70 million yuan, indicating strong market interest [1] - CICC's report estimates that the total box office for this year's Spring Festival could range between 6.5 billion yuan and 8.5 billion yuan, with the performance of leading films being crucial for the final box office outcome [1] Group 2: AI Video Technology Developments - ByteDance's AI video product, Seedance 2.0, has launched, generating highly realistic videos that exceed creators' expectations [2] - Seedance 2.0 can create cinematic-quality videos based on text or images, utilizing a dual-branch diffusion transformer architecture to generate both video and audio simultaneously [2] - Tim, a well-known tech blogger, praised Seedance 2.0 for its industry-level performance in generating precision, continuity of shots, and audio-visual synchronization, suggesting that traditional film processes are on the verge of being disrupted by AI advancements [2]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 檸萌影視傳媒有限公司 呈交日期: 2026年2月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 09857 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,000,000,000 | USD | | 0.000025 | USD | | 50,000 | | 增加 / 減少 (-) | | | | | | | USD | | | | 本月底結存 | | | 2,000,000,000 | USD | | 0.000025 | USD | | 50,000 | 本月底法定/註冊股本 ...

Core Insights - The global popularity of "C-Drama" (Chinese Drama) is on the rise, with significant growth in content viewership and search volume, surpassing Korean dramas in 2025 [1][3] - Chinese dramas are transitioning from being merely "seen" to being "loved," indicating a deeper cultural resonance and engagement with international audiences [1][8] Group 1: Industry Growth - In 2025, the content viewership of iQIYI International increased by 114.5%, marking a historical high [1][3] - Chinese dramas like "难哄," "藏海传," and "三十而已·曼谷篇" have achieved over 100 million views on overseas platforms, showcasing their growing influence [2] - The overseas revenue for Lingmeng Film and Television reached 33 million yuan, which is 2.5 times that of the same period in 2024 [2] Group 2: Company Strategies - Lingmeng Film and Television is focusing on international distribution, with its core drama matrix reaching 180 countries and collaborating with platforms like Disney+ and Netflix [2] - iQIYI has established a dual headquarters model with operations in Beijing and Singapore, enhancing its international business through localized teams in key markets [5] - Tencent's WeTV and Youku are also expanding their international presence, with strategies tailored to specific regions such as Southeast Asia and North America [4][5] Group 3: Content Innovation - Lingmeng's "三十而已·曼谷篇" represents a new approach to overseas adaptations, combining Chinese themes with local cultural elements to resonate with Thai audiences [6] - The success of "庆余年第二季" on Disney+ demonstrates the increasing bargaining power of Chinese IPs, allowing for simultaneous global releases [8] - The industry is focusing on content innovation to enhance viewer engagement and expand the volume of content produced [8]

Core Insights - The domestic leading film and television companies serve as a barometer for the entire industry, reflecting market dynamics through their project activities [1] Industry Trends - Long video content remains resilient despite competition from short videos and short dramas, as evidenced by the stable production frequency and project reserves of leading companies [2] - Content is increasingly distributed across multiple platforms, with collaborations among major companies and significant platforms like Douyin and Red Fruit for micro-short dramas [3] - A majority of traditional film and television companies, approximately 80%, have entered the short drama sector, establishing dedicated brands or subsidiaries for short dramas [3] - Companies are building comprehensive industry chains, with examples like Huace Film & TV expanding into film education and AI technology applications in production [3] Project Dynamics - Huace Group has several upcoming projects, including long dramas like "Guose Fanghua" and "Jinxiu Fanghua," and films such as "Assassination Novelist 2" scheduled for 2025 [5][9] - Zhengwu Sunshine will release dramas like "Cuihuo Niandai" and "Cherry Amber" in 2025, along with its first theatrical film "De Xian Jin Zhi" [13][14] - Lingmeng Film will present long dramas like "Shujuan Yimeng" and "Ziyue Gui" in 2025, and has international collaborations for "Thirty Only: Bangkok Edition" [16][20] - Newli Media plans to air several dramas in 2025, including "Saodu Fengbao" and "Yashe," along with the film "Qingsheng 3" [24][26] - Perfect World Film will showcase a variety of long dramas and micro-short dramas in 2025, including "Qian Duo Tao Hua Yi Shi Kai" and "Fuqi De Chun Jie" [30][32] - Huanyu Film will release dramas like "Wufu Linmen" and "Linjing Xian" in 2025, along with micro-short dramas [36][38] - Baiana Qiancheng will present multiple dramas and films in 2026, including "Xiao Cheng Da Shi" and "Xian Yu Fei Sheng" [42][44] - Xixi Film will air dramas like "Liu Zimei" and "Xiao Fang Chujia" in 2026 [46][48] - Yaoke Culture will release several dramas in 2026, including "Bing Hu Chong Sheng" and "Hua Kai Jin Xiu" [50][51] - Shengxi Huashi is focusing on original scripts and has established a subsidiary for short drama production, with projects like "Zhangxin" and "Yulan Huakai Jun Zai Lai" [54][57] - Daocaoxiong Entertainment will present a range of dramas in 2026, including "Liangjing Shiwur" and "Zai Qing Chun" [60][64] - Changxin Media is set to release various dramas in 2026, including "Wo De Shan Yu Hai" and "Yanyu Shen You Ji" [66][71]

Group 1 - The Hong Kong film stocks have generally risen, with Ningmeng Media leading with a nearly 5% increase, followed by Big High Group and Damai Entertainment with over 4%, and Maoyan Entertainment up by 3.6% [1] - The Chinese film market has started strong in 2026, with the annual box office surpassing 1 billion yuan within just 10 days, representing a growth of over 10% compared to the same period last year [1] - The box office success is attributed to a rich supply of creative content, with a variety of new films being released, including suspense, realistic themes, classic IPs, and family-friendly genres [1] Group 2 - The 1 billion yuan box office achievement is not due to a single blockbuster but rather multiple films performing well simultaneously [1] - The cinema experience has evolved beyond just film screening, often linking to a broader consumer chain, indicating a vibrant and potential-rich Chinese consumer market [1] - The strong start in the film industry serves as a clear signal of the accelerating momentum towards the future of the Chinese market in 2026 [1]

Group 1 - The Hong Kong film stocks have generally risen, with Ningmeng Media leading with an increase of nearly 5%, followed by Big High Group and Damai Entertainment rising over 4%, and Maoyan Entertainment up 3.6% [1] - The Chinese film market has started strong in 2026, with the annual box office surpassing 1 billion yuan within 10 days, representing a growth of over 10% compared to the same period last year [1] - The box office success is attributed to a rich supply of creative content, with a variety of new films being released, including suspense, realistic themes, classic IPs, and family-friendly genres [1] Group 2 - The 1 billion yuan box office is not driven by a single blockbuster but rather by multiple films performing well simultaneously [1] - The cinema experience has evolved beyond just a screening space, often linking to a broader consumption chain, indicating a vibrant consumer atmosphere [1] - The strong start of the box office in 2026 signals the dynamic vitality and immense potential of the Chinese consumer market, with the film industry leading the way [1]

柠萌影视(09857)发布公告，于2026年1月7日，该公司斥资5.36万港元回购1.49万股。 ...

格隆汇1月7日丨柠萌影视(09857.HK)发布公告，2026年1月7日以5.4万港元回购1.5万股，回购价格每股 3.6港元。 ...

智通财经APP讯，柠萌影视(09857)发布公告，于2026年1月7日，该公司斥资5.36万港元回购1.49万股。 ...