加拿大出台流媒体新规：奈飞(NFLX.US)、Spotify(SPOT.US)被迫“加税”，本土内容支出大幅上调

智通财经05-22

智通财经APP获悉，加拿大政府正式向全球流媒体巨头“开刀”。根据最新发布的《在线流媒体法》实施细则，将要求包括奈飞(NFLX.US)和Spotify Technology(SPOT.US)在内的流媒体巨头，将其在加拿大年收入的15%用于本土内容制作。此举推进了已被美国贸易代表列为贸易摩擦源头的相关法规。加拿大广播电视及电信委员会(CRTC)正式发布了针对该国《在线流媒体法》的新规，该法将全球流媒体...

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Global Growth Equity AS SGD-H"},"translate_title":"New streaming rules in Canada: Netflix (NFLX.US), Spotify (SPOT.US) forced to 'raise taxes', home-grown content spending sharply hiked","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NFLY":0.6,"SPOG":0.6,"NFLX":1.96,"NFXS":0.6,"NFLU":0.6,"NFLP":0.6,"NFLW":0.6,"SPOT":1.92,"NFXL":0.6},"content_text":"智通财经APP获悉，加拿大政府正式向全球流媒体巨头“开刀”。根据最新发布的《在线流媒体法》实施细则，将要求包括奈飞(NFLX.US)和Spotify Technology(SPOT.US)在内的流媒体巨头，将其在加拿大年收入的15%用于本土内容制作。此举推进了已被美国贸易代表列为贸易摩擦源头的相关法规。加拿大广播电视及电信委员会(CRTC)正式发布了针对该国《在线流媒体法》的新规，该法将全球流媒体平台纳入本土广播管理框架，其中包括要求其为支持加拿大内容的基金缴款。“公平贡献”联邦广播监管机构在新闻稿中表示，周四公布的新规旨在“确保传统广播公司与在线广播公司，根据自身规模与商业模式，以公平方式共同推动加拿大及原住民内容的创作”。监管机构强调，此举并非单纯增加平台负担，而是为了纠正当前传统广播电视与流媒体之间的“监管鸿沟”——过去，流媒体平台几乎无需为加拿大内容付费，而本土传统广播公司却承担着沉重的本地内容义务。传统广播公司对本土内容的贡献比例要求，将从现行的30%至45%下调至国内年收入的25%。而在线广播公司——即流媒体平台——的缴款比例则从之前5%的基础提升至15%。值得注意的是，流媒体平台所需缴款中，超过一半可通过直接投资加拿大内容的形式完成，其余部分则需注入专项基金。此外，CRTC还就“加拿大内容在平台上的可发现性”制定了规则，要求算法推荐系统不得刻意边缘化本土作品。在上月的一份报告中，美国贸易代表贾米森·格里尔(Jamieson Greer)办公室再次将加拿大的在线平台法律列为贸易壁垒。美国国会共和党议员亦于今年3月提出一项法案，拟对《在线流媒体法》发起贸易调查。巨头集体沉默，法律挑战仍在继续新规引发了全球流媒体巨头的强烈不安。流媒体巨头们一直对该新法持反对立场，事实上，奈飞、迪士尼、亚马逊等公司早在2024年12月便成功获得加拿大联邦上诉法院的临时暂停令，暂缓执行原先5%的缴款要求。目前该暂停令仍在法院最终裁决前有效。代表奈飞、华特迪士尼公司及亚马逊旗下流媒体平台的加拿大电影协会发言人表示，该组织正在评估相关决定，暂无法立即置评。在媒体简报会上，CRTC广播业务副总裁斯科特·肖特利夫(Scott Shortliffe)坦言，流媒体巨头更希望完全无需为加拿大内容付费，“更不用说接受今天提出的要求了”。他表示：“没有人喜欢被监管，尤其不喜欢被要求为一个体系付出更多成本。”对投资者而言，新规将直接冲击奈飞、Spotify等在加拿大市场的利润率。以Netflix为例，其在加拿大拥有超过700万订阅用户，年收入预计数十亿加元，15%的本地内容支出意味着每年数亿加元的额外成本。Spotify作为音频流媒体龙头，同样面临类似压力。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"policyRegulatory","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2637364650","isCrawlerRequest":true}