A | 《哪吒2》红利退潮，影视龙头光线传媒上半年净利下滑超98%。
B |
8月25日，北京光线传媒股份有限公司（光线传媒，300251.SZ）发布2026年半年度报告，上半年公司实现营业收入3.24亿元，同比下降90%；归母净利润3300.89万元，同比下降98.52%，上年同期为22.29亿元；扣非净利润463.68万元，同比下降99.79%；基本每股收益0.01元。 Dhaka, Oct 9 (UNI) The holy Eid-e-Miladunnabi, marking the birth anniversary of Prophet Muhammad (peace be upon him), was observed in the country on Sunday with due religious fervor and festivity.
In separate messages, President M Abdul Hamid and Prime Minister Sheikh Hasina greeted the countrymen and the Muslims across the world on the occasion of the holy Eid-e-Miladunnabi.
Thousands of Muslims with banners of different spiritual and social organizations like the Maizbhandar Darbar and other spiritual hubs joined colourful street marches in the capital Dhaka and elsewhere in the country highlighting the Prophet's teachings of universal peace and harmony.
On this day in 570 - the 12th of Rabiul Awal of the Hijri calendar - Hazrat Muhammad (PBUH) was born in Mecca, Saudi Arabia with divine blessings and messages of peace for mankind.
Different government and non-government organizations including the Islamic Foundation (IF) chalked out elaborate programmes to mark the day.
Marking the day, Islamic Foundation (IF) took a 15-day programme at the Baitul Mukarram National Mosque in the city which began on Saturday.
State Minister for Religious Affairs Md Faridul Haque Khan inaugurated the 15-day programme at the Baitul Mukarram National Mosque in the city.
The programmes include religious sermons, doa mahfi and milad, seminars, exhibition of Islamic calligraphy and posters based on the life of the Prophet Hazrat Muhammad (PBUH), Islamic cultural competitions, and recitation of the holy Quran and poems on him.
He also inaugurated a month-long Islamic book fair at the south chattar of Baitul Mukarram National Mosque.
Some 50 Islamic missions and seven imam training academies have also chalked out various programmes marking the day.
Besides, Qurankhwani, doa mahfil and special prayers were held at different mosques in the city.
Qurankhwani, doa mahfil and special prayers were also held at the Mausoleum of Father of the Nation Bangabandhu Sheikh Mujibur Rahman at Tungipara in Gopalganj district, marking the day.
The spiritual hub of Maizbhandar also took various programmes to mark the day.
Tens of thousands of people thronged the capital’s Suhrawardy Udyan as the spiritual hub of Mazbhandar Darbar staged a massive rally to celebrate the birth anniversary of Prophet Mohammad (PBUH) - Eid-e-Miladunnabi with a spirit of inclusiveness and religious festivity.
Ministers, politicians across party lines and foreign Islamic and Sufi scholars alongside Bangladeshi ones addressed the rally analyzing holy Prophet’s (PBUH) teachings and ideals and Quranic principles and messages describing him as the blessings for the mankind, transcending the followers of Islamic faith or Muslims alone.
Incumbent leader of Mazibhandar Darbar Syed Saifudding Ahmed Maizbhandari chaired the rally, preceded by a colourful street march, when the devotees chanted hymns praising Allah and his Prophet (PBUH).
Senior Awami League leaders Amir Hossain Amu, Information and Broadcasting Minister Hassan Mahmud, Liberation War Affairs Minister AKM Mozammel Haque, Kalyan Party chairman major general (retd) Syed Mohammad Ibrahim, Islamic Shashantantra Andolon leader Misbahur Rahman were, among others, the political figures who spoke on the occasion.
Foreign spiritual figures from the United States, Morocco, Turkey and India spoke at the rally highlighting the Prophet Mohammmad’s (PBUH) role as the binding factor of the diversified human society as well as the symbol of peace and harmony in worldly life and as the means to secure divine blessings and height in spiritual realm.
The traditional colourful rallies 'Jasne Julush' under the auspices of different organizations including Anjuman-E-Rahmania Mainia Maizbhandaria were brought out in the city.
A massive rally was held in the capital's Mirpur area while a discussion titled 'Equality and Harmony in Islam' and a doa-mahfil were arranged at the Jahur Hossain Chowdhury auditorium of Jatiya Press Club (JPC).
State Minister for Religious Affairs Md Faridul Haque Khan was present as the chief guest there with JPC President Farida Yasmin in the chair.
JPC executive committee member Ayub Bhuiyan conducted it while general secretary of the club Elias Khan gave welcome speech on the occasion.
Senior member of the club Syed Akhtar Yusuf also addressed the discussion, among others.
A seminar was organized under the initiative of Aashiqui Rahmania Moinia Shahidi Maizbhandari at Kazi Bashir Uddin Auditorium of Mahanagar Natyamanch in city's Gulistan area.
State Minister for Religious Affairs Md Faridul Haque Khan addressed the seminar as the chief guest with organization's religious leader Shah Sufi Maulana Syed Shaheed Uddin Ahmad Maizbhandari in the chair.
Marking the day, Bangladesh Television (BTV) and Bangladesh Betar aired special programmes and different national dailies published supplements highlighting the importance of the day.
UNI MAZ SHK2206。
其中，第二季度，公司实现营收1.34亿元，同比下降50.03%；归母净利润973.33万元，同比下降95.44%。 对于上半年营收大幅下滑，光线传媒在半年报中解释称，“主要是上年同期公司影视剧收入较多所致。” 光线传媒所交出的这份“成绩单”和去年同期形成鲜明对比。
C | 得益于《哪吒之魔童闹海》（下称“《哪吒2》”）所创造的票房奇迹，去年上半年，光线传媒营收和净利润均创历史新高，22.29亿元的净利润更是接近此前7年的净利润总和（22.97亿元）。
D | 去年全年的业绩也是自2011年上市以来增速最高的一年。 今年上半年，公司影视剧及相关衍生业务收入大幅下滑，拖累公司业绩。报告期内，该项业务实现营收1.34亿元，同比下降95.68%；经纪业务及其他营收1.9亿元，同比增长35.58%。
具体来看，影视剧及衍生业务方面，2026年上半年，公司投资、发行并计入本报告期票房的影片包括《不过是上班》《飞驰人生3》《惊蛰无声》《重返·狼群》（重映）、《大鱼海棠》（重映）等，截至报告期末总票房约为58.21亿元。
E | 对此，光线传媒解释称，“本报告期受上年高基数影响，业绩同比有所回落。
F | ” 财报还提及，目前，在组织结构调整上，公司主力真人厂牌和团队都已由传统的真人方向全面向动画IP的创造延展，在继续生产优质真人IP的同时，开始涉猎动画电影领域，公司已具备成为一家“全民动画公司”的基础；衍生业务等方向的团队规模亦在持续扩展中。公司线上店“光线小卖部”已正式营业，进一步完善了公司衍生品的销售渠道。 产业投资业务方面，公司在本次转型的过程中，继续以轻资产方式拓展、布局游戏、衍生、短剧等领域。目前，公司已新投资、成立了十余家在游戏、衍生品、番剧、短视频、短剧等领域拥有各自的显著优势且具备发展潜力的主体，处于前期孵化、培养阶段，部分投资、合作项目已在推进中。
G | 另据财报，报告期内，公司经营活动产生的现金流量净额为-1.34亿元，同比下降104.48%，上年同期为29.82亿元；主要是上年同期影视剧项目回款较多所致。投资活动产生的现金流量净额为9.17亿元，同比增长178.41%，主要是上年同期公司收购北京棫霖企业管理有限公司100%股权所致。投资收益由去年同期的8138万元降至今年上半年-6051万元，主要是联营企业整体亏损。 公开资料显示，光线传媒成立于1998年，2011年8月在创业板上市，为中国民营传媒娱乐集团，董事长和法定代表人为王长田。公司以内容为核心、以影视为驱动，在横向的内容覆盖及纵向的产业链延伸两个维度同时布局，业务已覆盖电影、电视剧（网剧）、动漫、IP 运营、音乐、文学、艺人经纪、游戏、实景娱乐、产业投资等领域。目前，公司主要立足于产业链中的内容生产与IP运营环节；盈利主要涵盖影视项目的投资、制作、发行收益，及相关衍生或关联领域产生的收益，同时以股权投资收益等作为重要补充。 对于电影行业，光线传媒在半年报中表示，2026年上半年，根据猫眼专业版数据，中国内地电影市场总票房为173.56亿元，票房高度集中于春节档，清明档、五一档等档期表现相对平淡。
H | 在上年现象级爆款电影带动的高基数背景下，票房整体呈现回落态势，行业进入结构性调整期。 光线传媒进一步指出，“电影行业正站在转型的关键节点。在内容创作上，创作者需要回归真诚叙事，产业投资逻辑也将从题材、成本转向创作者的态度与创新。在产业边界上，在国家政策鼓励下，行业将加速摆脱对单一票房的依赖，通过IP运营打开第二增长曲线，使电影全产业链产值持续扩大。
I | ” 真人电影方面，下半年，光线传媒投资、发行的电影《想你了》已于2026年7月17日上映；此外，公司尚储备有《第十七条》《活色生香》《三心两意》《四十四个涩柿子》等项目待择机上映，公司将视情况对项目进行调整。电视剧/网剧业务方面，公司正在推进《春日宴》的前期开发工作。动漫业务方面，公司参投的动画电影《八仙！》已于2026年7月18日上映；公司投资、发行并由公司内部的光线动画制作团队制作的第一部动画电影《去你的岛》已于2026年8月7日上映，该IP的衍生品已于电影上映同期于光线小卖部同步发售，光线动画后续的动画电影项目已在制作过程中。
J | 此外，公司在推进中的动画项目包括《罗刹海市》《外婆，我的耳朵里有条鱼》《后羿》《涿鹿》《大鱼海棠2》《相思》《朔风》《西游记之大圣闹天宫》《茶啊二中2》《四大天王之边缘神》《昨日青空2》《八仙过大海》《姜子牙2》《大鱼海棠3》《大理寺日志》《妲己》《财神》《陆判》《星游记前传》《王焕君和张缤智》《红孩儿》《最后的魁拔》等等。
K | 当前，2026年暑期档距离收官还剩不到一周时间，猫眼专业版数据显示，截至8月25日22时，暑期档总票房近118亿元。光线传媒主投、发行的影片《想你了》《去你的岛》票房分别为1.7亿元、1.4亿元，参投的《八仙！》票房为17.6亿元。 就今年暑期档而言，光线传媒认为，“暑期档电影市场表现较为亮眼，供给丰富优质，国产电影主导，类型全面开花，观众构成多元，热度持续升温，共同成就了暑期档的叫好又叫座，为接下来的电影市场注入了活力与生机。” 据大智慧VIP，截至8月25日收盘，光线传媒报10.86元/股，涨0.93%，总市值319亿元。
（文章来源：澎湃新闻）。
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