华谊兄弟一季报成绩靓丽 历经千帆,回归初心
<p style="text-indent: 28px;line-height: 150%"><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">2</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px">023</span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">年,伴随着中国电影市场的复苏,经过</span><span style="font-family:宋体">“刮骨疗伤”的华谊兄弟正在高速回归,历经千帆,华谊兄弟重新审视自身,以务实姿态向新征程出发!</span></span></p><p style="text-indent: 28px;line-height: 150%"><span style=";font-family:宋体;line-height:150%;font-size:14px">4</span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">月</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px">27</span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">日,华谊兄弟发布</span><span style="font-family:宋体">2</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px">023</span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">年一季报。公告显示,华谊兄弟一季度营业收入</span><span style="font-family:宋体">2</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px">.33</span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">亿元,较上年同期增长</span><span style="font-family:宋体">7</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px">6.58%</span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">;归属于上市公司股东的净利润为</span><span style="font-family:宋体">-1,056.43万元,亏损同比收窄91.99%,归属于上市公司股东的扣除非经常性损益的净利润为-1,680.36万元,较上年同期收窄85.09%。</span></span></p><p style="text-indent: 28px;line-height: 150%"><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">分析人士表示,营业收入同比大幅增长,展现了华谊兄弟主业强劲复苏的势头,而净利润亏损大幅收窄,距离持平仅一步之遥,彰显了华谊兄弟重新步入健康发展轨道,</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">这样的表现对其</span>2023年整体扭亏进程意义非凡</span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">。</span></span></p><p style="text-indent: 28px;line-height: 150%"><strong><span style="font-family: 宋体;line-height: 150%;font-size: 14px"><span style="font-family:宋体">刮骨疗伤、夯实地基</span></span></strong></p><p style="text-indent: 28px;line-height: 150%"><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">华谊兄弟是中国影视民企发展的典范,</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px">2009 年公司率先登陆创业板,成为中国影视行业首家上市公司,被称为“中国影视娱乐第一股”</span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">。</span></span></p><p style="text-indent: 28px;line-height: 150%"><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">成立</span>28年来</span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">,华谊兄弟不仅创作了大量票房与口碑双收的影视作品,培养了</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">一批优秀的影视经营管理和创作人才队伍,</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">自身也</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">积累了丰富的行业经验和优质资源,是业内产业链最完善、娱乐资源最丰富的公司之一</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">,还始终担当影视行业的先锋军,走在求新求变的最前沿,</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">引领中国影视行业发展</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">。</span></span></p><p style="text-indent: 28px;line-height: 150%"><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">企业发展没有一帆风顺的,</span><span style="font-family:宋体">2</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px">018</span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">年起</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">监管</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">政策的出台和疫情的突袭使得影视行业陷入寒冬,</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">处于冒进、快速扩张状态</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">的影视公司普遍迎来</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">阵痛调整期</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">,</span><span style="font-family:宋体">“船大难掉头”,华谊兄弟自然首当其冲。资产减值、现金流紧张、股价下跌等接踵而至,华谊兄弟迎来了至暗时刻。</span></span></p><p style="text-indent: 28px;line-height: 150%"><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">复盘发现,值此危机时刻,华谊兄弟并没有选择放弃,而是直面挑战、勇于担当、自我革新。正如华谊兄弟联合创始人、副董事长兼</span><span style="font-family:宋体">CEO王中磊曾在在电影节所言:“我们不会躺平,中国电影人不会躺平!”</span></span></p><p style="text-indent: 28px;line-height: 150%"><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">华谊兄弟始终以保障公司安全为第一要务,持续整合优化资源配置,剥离与主业无关的资产,精简运营提质增效。</span></span></p><p style="text-indent: 28px;line-height: 150%"><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">华谊兄弟高度重视负债管理,四年间累计偿还债务达</span><span style="font-family:宋体">65.2亿元,还多次进行资产“挤水”,</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">卸下了包袱</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">,夯实了基础,为公司盈利能力的回归创造了先决条件。</span></span></p><p style="text-indent: 28px;line-height: 150%"><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">而危机不仅是最好的能力测验,同时也是一种锻炼,只有不断修炼内功方能立于不败之地。近几年来,华谊兄弟不断通过延伸电影产业链,让优质电影</span><span style="font-family:宋体">IP获得更长的生命周期,打通影剧IP联动,在剧集领域制作渐入佳境,将数字科技手段与影视场景有机结合、提高虚拟拍摄技术水平等手段,</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">逐步增强自身的核心竞争力。</span></span></p><p style="text-indent: 28px;line-height: 150%"><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">通过连年资产优化、大举降债、压缩成本而将自身主动收缩到极点的华谊兄弟,显然</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">积蓄了</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">巨大的反弹</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">优势,有望在</span><span style="font-family:宋体">2</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px">023</span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">年全面崛起</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">。</span></span></p><p style="text-indent: 28px;line-height: 150%"><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">可见,没有躺平的华谊兄弟如今又站起来了</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">,重回健康发展快车道。</span></span></p><p style="text-indent: 28px;line-height: 150%"><strong><span style="font-family: 宋体;line-height: 150%;font-size: 14px"><span style="font-family:宋体">历经千帆,回归初心</span></span></strong></p><p style="text-indent:28px;line-height:150%"><span style=";font-family:宋体;line-height:150%;font-size:14px">2024年,华谊就将迎来自己30周年的生日。迈入而立之年,向前发展的同时是否要重新审视自身或许是每一家企业都要面临的课题</span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">。</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">王中磊表示华谊</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">兄弟</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">今年的一项核心工作是</span><span style="font-family:宋体">“回头看”。“回头看”能够让华谊</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">兄弟</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">在资本和价值观层面理顺自己,帮助公司更加顺利地再次出发。</span></span></p><p style="text-indent:28px;line-height:150%"><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">梳理未来两年的片单我们不难看出,依靠既有</span>IP阵容,华谊</span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">兄弟</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">形成了系列化和精品化的改编思路。一些具备电影感的</span>IP,华谊</span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">兄弟</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">敢于将其改编成电影。而一些已经形成固定受众的电影</span>IP,华谊</span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">兄弟</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">愿意将其系列化,适应电影市场主流观众的变化调整创作方向。</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">例如,</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">《爱很美味》</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">是由剧集改变为</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">电影</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">、</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">《前任</span>4》</span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">、</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">《非诚勿扰</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">3</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">》</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">则是</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">系列化</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">的代表,华谊兄弟始终坚守</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px">IP内核的延续性</span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">。</span></span></p><p style="text-indent:28px;line-height:150%"><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">当然,</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">“回头看”</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">并不是</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">吃老本,</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">固步自封不前,</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">因为电影始终还是要往前发展</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">,华谊兄弟延续一贯的</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">引领</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">风格,走在求新求变的最前沿。</span></span></p><p style="text-indent:28px;line-height:150%"><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">作品上,华谊兄弟</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">一直以来都非常看重类型和讲故事层面的突破</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">,</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">今年奥斯卡上风光无限的《瞬息全宇宙》</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">即</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">是一部类型和故事层面</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">都</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">实现突破,获得年轻观众一片赞誉的作品</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">;导演上,</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">华谊兄弟一直很重视与年轻创作者的合作,持续关注和帮助青年人才成长,源源不断地为行业注入新鲜力量,</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">例如,发起汇聚众多优秀导演的</span><span style="font-family:宋体">“</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px">H计划”,</span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">投资</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">孔大山</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">导演的</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">《宇宙探索编辑部》</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">等;技术上,华谊兄弟拥抱</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">科技</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">,</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">尝试使用虚拟制片技术</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">,探索</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">元宇宙内容赛道</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">等,王中磊曾在公开场合发言时表示,华谊兄弟计划两年出品两部虚拟拍摄占比在</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px">80%</span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">以上的高质量电影。</span></span></p><p style="text-indent:28px;line-height:150%"><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">经历过行业盛世、行业寒冬、资本热潮、</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">资本寒冬</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">等种种考验,熬过了</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">辉煌</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">与</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">落魄的交替岁月</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">,可以说,即将</span><span style="font-family:宋体">“而立之年”的华谊兄弟变得</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">更加成熟</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">,</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">更加稳重</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">,</span><span style="font-family:宋体">“初心、</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">务实</span></span><span style=";font-family:宋体;line-height:150%;font-size:14px"><span style="font-family:宋体">”成为未来发展的主基调,若把华谊兄弟的过往拍摄一部电影的话,主人公进入了人生的第三重境界:阅尽世间繁华,归来仍是少年。</span></span></p><p><br/></p>
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