飞浪集团公司董事长的个人主页 - 老虎社区

飞浪集团公司董事长

飞浪集团公司董事长

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IP属地：江西

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2主题

0勋章

飞浪集团公司董事长

2023-12-28

$京东物流(02618)$ 消费降级的情况下，京东的跌幅永无止境，或许3-4元是比较合理的，也算是对京东上市恶意圈钱的报应

飞浪集团公司董事长

2023-03-20

$京东物流(02618)$ 实际上京东物流是真的挣钱，不过不会回报股东罢了

飞浪集团公司董事长

2022-09-28

$理想汽车(LI)$与比亚迪比起来估值高的离谱

飞浪集团公司董事长

2022-09-26

$京东物流(02618)$京哥对员工或许还可以但是对股民是真的残忍，从48一路下跌没有真正起步过

飞浪集团公司董事长

2022-08-18

博纳的小程序一点不好用，我都怀疑是不是专业公司开发的

博纳100亿了，章子怡们还在等解套

飞浪集团公司董事长

2022-08-12

只值1美元

飞浪集团公司董事长

2022-08-01

7.3的本，等1钻崽进来

飞浪集团公司董事长

2022-07-08

能不能到0.6？4亿的市值貌似更合理

飞浪集团公司董事长

2022-07-06

$理想汽车(LI)$油价跌了

飞浪集团公司董事长

2022-06-23

$理想汽车(LI)$？？

飞浪集团公司董事长

2022-06-23

已经没有想象空间了

飞浪集团公司董事长

2022-06-23

$理想汽车(LI)$石油价格下跌了，个人认为这股票已经没有想象空间了

飞浪集团公司董事长

2022-06-17

经济下行之下能到7元吧，立贴为证，我43的本

飞浪集团公司董事长

2022-06-13

能不能重回18？

飞浪集团公司董事长

2022-04-25

$理想汽车-W(02015)$天下苦秦久矣

飞浪集团公司董事长

2022-03-15

$中国电信(00728)$这个市值让人害怕，没有技术含量的公共服务

飞浪集团公司董事长

2022-03-15

$九紫新能(JZXN)$这波0.3立贴为证

飞浪集团公司董事长

2022-03-14

$一起教育科技(YQ)$按照公司现在持有的1.8亿美金现金，股票保守估计3.6美金，按照公司在双减情况下实现扭亏为盈这种不俗的业绩，回到10不是不可能

飞浪集团公司董事长

2022-03-14

$美团-W(03690)$20比较合理

飞浪集团公司董事长

2022-03-12

$一起教育科技(YQ)$保守3.6，争取10元

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20:37","market":"hk","language":"zh","title":"博纳100亿了，章子怡们还在等解套","url":"https://stock-news.laohu8.com/highlight/detail?id=1101634954","media":"市界","summary":"近期影视公司在资本市场进展频频，柠萌影视登陆港股，乐华娱乐通过港交所聆讯，加上此次博纳影业登陆A股，不免让人猜测，低迷了5年多的影视资本运作是否有了新的希望。在去年12月的中国金鸡百花电影节上，博纳影","content":"<html><head></head><body><blockquote>近期影视公司在资本市场进展频频，<a href=\"https://laohu8.com/S/09857\">柠萌影视</a>登陆港股，乐华娱乐通过港交所聆讯，加上此次<a href=\"https://laohu8.com/S/001330\">博纳影业</a>登陆A股，不免让人猜测，低迷了5年多的影视资本运作是否有了新的希望。</blockquote><p>在去年12月的中国金鸡百花电影节上，<a href=\"https://laohu8.com/S/001330\">博纳影业</a>创始人于冬发言：“现在影视公司上市比登天还难！”</p><p>博纳影业堪称近年来最红火的民营电影公司之一，相继出品了《智取威虎山》《湄公河行动》《红海行动》《中国机长》《长津湖》等爆款主旋律商业电影，但它的上市之路一波三折。博纳影业2016年从美股退市，2017年在A股提交招股书，由于大环境已陡然生变，5年后的今天才终于登陆A股。</p><p>8月18日，博纳影业上市首日开盘即涨停，收盘价7.24元，涨幅43.94%，总市值99.5亿元，被套的明星投资人黄晓明、张涵予、章子怡、韩寒、陈宝国等终于看到了“解套”的机会。 在今天的敲钟仪式上，也出现了陈凯歌、章子怡、陈宝国、徐克、金巧巧等一众影视圈名人。</p><p>此前，电视剧制作公司柠萌影视登陆港股，主打艺人经纪的乐华通过港交所聆讯，加上此次博纳影业登陆A股，不免让人猜测，停滞几年的影视资本运作是否有了<a href=\"https://laohu8.com/S/000876\">新希望</a>。但业内多位人士仍不乐观，“博纳的上市，更多还是特例”。</p><p><b>为什么是博纳？</b></p><p>对于博纳的上市，影视行业从业者张峰并不意外，不管怎么说，其近几年的票房还是摆在那儿的。</p><p>2003年成立至今，博纳出品的影片有250多部，总票房600多亿元。高票房带来高收益，2019年-2021年，其营收分别为31亿元、16亿元、31亿元，净利润分别为3.11亿元、1.89亿元、3.56亿元。</p><p>博纳虽然也有影视行业通病，收入不稳定，但多年来鲜少赔钱。在市界统计的12家主流影视公司中，博纳2021年的净利润水平排在第三，仅次于<a href=\"https://laohu8.com/S/300413\">芒果超媒</a>和<a href=\"https://laohu8.com/S/300133\">华策影视</a>。</p><p><b>能做到这一点，跟博纳能抓住市场需求多次业务转型有关，背后便是于冬的手笔。</b></p><p><img src=\"https://static.tigerbbs.com/d844a1a64cffc4759a77d8b1d7f075d2\" tg-width=\"1024\" tg-height=\"683\" referrerpolicy=\"no-referrer\"/></p><p>（上海，博纳影业集团）</p><p>作为当今影视圈的幕后大佬，于冬为人熟知的有两点，一是有个在《西游记续集》中扮演“孔雀公主”的老婆金巧巧，二是“铁口神断”，有名的如“电影公司未来都要给BAT打工”，那是互联网公司初涉影视的2014年。</p><p>1993年从北影学院管理系毕业后，于冬进入北影厂当发行员，被提拔为最年轻副科长。当时的厂长是后来在中影任职的影视圈泰山北斗人物韩三平，在于冬后来的事业中，二人有过多次合作。</p><p>1999年北影厂和中影合并后，于冬开始创业，将电影发行作为第一站。靠着“喝一杯酒1万块钱”，于冬跟影院经理的关系逐渐扎实。</p><p><b>当时港片在内地极为流行，于冬抓住了这一契机。</b>2001年他发行了《我的兄弟姐妹》，这部投资200万的片子，获得了700万利润。凭借能让对方赚钱，他获得了香港电影公司认可。2003-2008年，博纳取得了约8成港片或合拍片的发行权。</p><p>很快又生变化，2004年后，一批民营电影公司通过并购、集团化方式，集投资、发行、放映于一体，开始跟博纳抢生意。2006年于冬就错失了成龙的《宝贝计划》，该片由投资方之一的<a href=\"https://laohu8.com/S/300027\">华谊兄弟</a>发行。</p><p><b>于冬开始带着博纳二次转型，参与到上游投资制作中，而他过去结识的人脉，如徐克、陈可辛、许鞍华、林超贤等导演，发挥了重要作用，并在一次次试错中，找到了想走的路。</b></p><p>博纳投资发行的由徐克导演的《智取威虎山》取得了8.8亿票房，成了2015年元旦档票房冠军，自此<b>博纳开始了真实事件改编的主旋律题材电影商业化之路</b>，并采用系列化、矩阵化影片设计+香港导演+内地制片人/制片公司+商业片模式包装的方法论。</p><p>“博纳在题材把握上很符合大环境。”在中国青年剧作家导演向凯看来，虽然可能未来人们偏爱的电影主题会发生变化，但在当前环境下，主旋律题材的商业电影，依然能吃到红利，博纳已经在这一领域挖得够深。</p><p>主旋律题材电影给博纳贡献了高收入，仅《长津湖》一部就贡献了2021年7成收入。</p><p><img src=\"https://static.tigerbbs.com/71db4246ed6c8143120e3a0444fa4437\" tg-width=\"1024\" tg-height=\"549\" referrerpolicy=\"no-referrer\"/></p><p>博纳清楚自己的优势，未来投资方向还是做大做强“主旋律”招牌，其未来三年拟投资的电影《智取威虎山前传》《红海行动2》《血战上甘岭》都是这类影片。</p><p><b>曲折上市与被“套”的明星股东</b></p><p>博纳对A股的追求，<b>“几乎把能踩的坑都踩了一遍。”</b>传媒行业分析师刘子明这样调侃道。</p><p>博纳首次美股上市在2010年，敲钟当天，于冬身边站着制片人施南生和演员巩俐，意气风发。但很快他就后悔了。或许是受好莱坞电影巨头米高梅破产影响，投资者对电影公司变得谨慎，博纳股价长期低于发行价8.5美元。</p><p>反观国内影视公司，自2009年华谊兄弟登陆A股，便进入蓬勃期。宽松的政策环境下，不断涌现出新组建的影视基金，到2013年底已有25只，平均每只规模近13亿元。</p><p>到了2015年，博纳的市值一度不足华谊兄弟的十分之一，在美上市5年间只融到近1亿美元。于冬十分不忿，他坚信博纳在美股市场被低估了。</p><p>2015年6月，博纳发布私有化退市公告，2016年4月完成私有化交易，从美股退市，彼时其市值约50亿元，2017年9月首次向深交所递交上市申请。</p><p><b>可惜，博纳回来之后的A股市场已经不是曾经的市场了。</b></p><p>尽管博纳受资本青睐，引入<a href=\"https://laohu8.com/S/01060\">阿里影业</a>、<a href=\"https://laohu8.com/S/00700\">腾讯</a>等，融资25亿元，2017年又引入<a href=\"https://laohu8.com/S/002739\">万达电影</a>与一众明星股东，融资10亿元，估值160亿元，但无论是想上市的博纳，还是试图借此快速“致富”的明星，都不得不“慢”下来。</p><p><b>2017年，影视行业陷入寒冬，上市不易，谁料2019年又遇上博纳的审计团队瑞华会计师事务所“造假风波”，而后是疫情冲击。2020年8月，博纳再次递交招股书，11月首发过会，可能受当年业绩下降影响，直到2022年7月才拿到上市批文。</b></p><p>就在8月18日敲钟的前一天，于冬还陷入与女明星江疏影的绯闻中，使得金巧巧和江疏影亲自辟谣。</p><p><b>跟博纳一样等了5年的明星们，总算等来了“解套”机会。</b></p><p>明星股东中，当时黄晓明、张涵予们认购时的增资价格均为14.55元/股，如今的股价距此还有距离。</p><p><img src=\"https://static.tigerbbs.com/3b2ede642ddf626a845658032de20c5f\" tg-width=\"823\" tg-height=\"482\" referrerpolicy=\"no-referrer\"/></p><p>2022年3月、7月，博纳有两次股权转让事件，刀郎庄园以18元/股作价1237.5万元转给于冬；通过拍卖形式，<a href=\"https://laohu8.com/S/000620\">新华联</a>持有的股权被转让给<a href=\"https://laohu8.com/S/601099\">太平洋</a>证券。目前于冬合计控股28.09%，为实控人。</p><p>相比之下，章子怡、韩寒、张涵予等明星们反而做到了“从一而终”。博纳会辜负他们的期待吗？</p><p><b>5年煎熬，博纳不是信号</b></p><p>现实是博纳如今面对的A股市场已不复当年。或者说以2016年为界，A股影视翻天覆地，最有代表性的便是，市值破千亿的华谊兄弟开始直线坠落。</p><p><img src=\"https://static.tigerbbs.com/de4b1dd6871cf483cc7fd21938184562\" tg-width=\"823\" tg-height=\"482\" referrerpolicy=\"no-referrer\"/></p><p>过会变得不易。2017年有428家公司IPO成功，影视公司只3家。2018-2019年，A股影视公司无一家过会，2020年后不得不转战港股。</p><p>随之而来的还有亏损，华谊2018年后连亏至今，<a href=\"https://laohu8.com/S/300426\">唐德影视</a>只在2021年短暂盈利了一下。其他如万达电影、<a href=\"https://laohu8.com/S/002343\">慈文传媒</a>等日子都不好过。</p><p><b>背后便是影视行业前期泡沫化太过严重。</b>自影视公司证券化以来，高估值、绑定明星、大手笔并购、天价对赌几乎成常规操作，钱变得不再是钱。</p><p>易凯资本王冉曾分析，全行业超1.2万家影视公司是<b>“一个近乎荒诞的行业版图”</b>。影视投资人李想则告诉市界，“很多项目根本不赚钱”，只是没人关心项目风险，只大把砸钱。</p><p>2018年A股关键词是“商誉减值”，影视行业最突出。据不完全统计，主流20家相关公司中11家计提商誉减值，此外天神娱乐因商誉减值49亿元巨亏超70亿元，成当年亏损王。</p><p>同年“阴阳合同”一事掀补税风波，藏在华丽袍子下的虱子，被逮出来。据新华社报道，截至2018年底，影视公司自查申报税款117.47亿元。</p><p><b>影视行业成了投资者避之不及的存在，市值一落千丈。</b>华谊兄弟、万达电影、唐德影视、慈文传媒市值2016年-2019年均跌去70%以上。2020年后叠加疫情因素，影视公司“二次受伤”。</p><p>市界统计了12家发布了2022年一季报的影视公司，有5家亏损，较为严重的华谊净亏损同比扩大159%至1.34亿元。</p><p>同样变化的还有以明星为主导，利用资本杠杆发展的时代。以2017年《战狼》为界，头部优质影片对票房的拉动作用愈发明显。疫情虽会影响部分观影人次，但“最大的问题依然是优质内容供给不足。”向凯补充道。</p><p><img src=\"https://static.tigerbbs.com/daddc9929d46703462832351b026e671\" tg-width=\"1024\" tg-height=\"671\" referrerpolicy=\"no-referrer\"/></p><p>多方博弈后，影视行业又重新回到最为纯粹的一面。问题是，受过伤的资本，还愿意往里投钱吗？</p><p>向凯告诉市界，<b>他很怕其他公司会产生错觉，觉得他们也可以。</b>“暑期档的热闹可能会让资本停下来观望一下，但博纳是因为背书做得好，人们相信它未来几年还有故事可以讲。”</p><p>2022年暑期档票房目前已超过2021年的73.81亿元。但在某文娱公司负责人李菁看来，这是2022年上半年前积压的一些影片刚好制作完成，并赶在七八月这个时机上映的结果。</p><p>“制作宣发都有周期，需要前置。”她表示，“上半年多城线下消费几乎停滞，观影人次、票房大幅度下降，影片的制作进度也会受影响，片子本身的存储量其实比较少。”</p><p>另外，“2021年可能纯粹是受疫情影响，但现在投资人对市场的信心是比较低落的。”根据国家电影局全国电影剧本备案立项数据看，2022年5月有155部，同比减少32%。</p><p>“对财务型投资人来说，只要够理性，不管是电影还是制造，芯片还是医疗，都一样，选择足够多。”李菁说道，<b>连续数年的影视行业税务危机、明星舆论危机，加上疫情，让投资人觉得影视是个风险大，收益周期长的类别，自然会转投其他领域。</b></p><p>博纳上市虽然不能改变影视“寒冬”，但博纳自己算是挺过来了。</p><p>上市首日近百亿市值，让人不禁想起博纳还在美股时，于冬曾对华谊王中磊发出的“博纳真比华谊差十几倍吗”的疑问。如今曾经的一哥华谊只剩下70多亿市值，三十年河东三十年河西，令人唏嘘不已。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n博纳100亿了，章子怡们还在等解套\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1019100707\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/f7aa5576660d42f195013ced4567a7f3);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">市界 </p>\n<p class=\"h-time\">2022-08-18 20:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>近期影视公司在资本市场进展频频，<a href=\"https://laohu8.com/S/09857\">柠萌影视</a>登陆港股，乐华娱乐通过港交所聆讯，加上此次<a href=\"https://laohu8.com/S/001330\">博纳影业</a>登陆A股，不免让人猜测，低迷了5年多的影视资本运作是否有了新的希望。</blockquote><p>在去年12月的中国金鸡百花电影节上，<a href=\"https://laohu8.com/S/001330\">博纳影业</a>创始人于冬发言：“现在影视公司上市比登天还难！”</p><p>博纳影业堪称近年来最红火的民营电影公司之一，相继出品了《智取威虎山》《湄公河行动》《红海行动》《中国机长》《长津湖》等爆款主旋律商业电影，但它的上市之路一波三折。博纳影业2016年从美股退市，2017年在A股提交招股书，由于大环境已陡然生变，5年后的今天才终于登陆A股。</p><p>8月18日，博纳影业上市首日开盘即涨停，收盘价7.24元，涨幅43.94%，总市值99.5亿元，被套的明星投资人黄晓明、张涵予、章子怡、韩寒、陈宝国等终于看到了“解套”的机会。 在今天的敲钟仪式上，也出现了陈凯歌、章子怡、陈宝国、徐克、金巧巧等一众影视圈名人。</p><p>此前，电视剧制作公司柠萌影视登陆港股，主打艺人经纪的乐华通过港交所聆讯，加上此次博纳影业登陆A股，不免让人猜测，停滞几年的影视资本运作是否有了<a href=\"https://laohu8.com/S/000876\">新希望</a>。但业内多位人士仍不乐观，“博纳的上市，更多还是特例”。</p><p><b>为什么是博纳？</b></p><p>对于博纳的上市，影视行业从业者张峰并不意外，不管怎么说，其近几年的票房还是摆在那儿的。</p><p>2003年成立至今，博纳出品的影片有250多部，总票房600多亿元。高票房带来高收益，2019年-2021年，其营收分别为31亿元、16亿元、31亿元，净利润分别为3.11亿元、1.89亿元、3.56亿元。</p><p>博纳虽然也有影视行业通病，收入不稳定，但多年来鲜少赔钱。在市界统计的12家主流影视公司中，博纳2021年的净利润水平排在第三，仅次于<a href=\"https://laohu8.com/S/300413\">芒果超媒</a>和<a href=\"https://laohu8.com/S/300133\">华策影视</a>。</p><p><b>能做到这一点，跟博纳能抓住市场需求多次业务转型有关，背后便是于冬的手笔。</b></p><p><img src=\"https://static.tigerbbs.com/d844a1a64cffc4759a77d8b1d7f075d2\" tg-width=\"1024\" tg-height=\"683\" referrerpolicy=\"no-referrer\"/></p><p>（上海，博纳影业集团）</p><p>作为当今影视圈的幕后大佬，于冬为人熟知的有两点，一是有个在《西游记续集》中扮演“孔雀公主”的老婆金巧巧，二是“铁口神断”，有名的如“电影公司未来都要给BAT打工”，那是互联网公司初涉影视的2014年。</p><p>1993年从北影学院管理系毕业后，于冬进入北影厂当发行员，被提拔为最年轻副科长。当时的厂长是后来在中影任职的影视圈泰山北斗人物韩三平，在于冬后来的事业中，二人有过多次合作。</p><p>1999年北影厂和中影合并后，于冬开始创业，将电影发行作为第一站。靠着“喝一杯酒1万块钱”，于冬跟影院经理的关系逐渐扎实。</p><p><b>当时港片在内地极为流行，于冬抓住了这一契机。</b>2001年他发行了《我的兄弟姐妹》，这部投资200万的片子，获得了700万利润。凭借能让对方赚钱，他获得了香港电影公司认可。2003-2008年，博纳取得了约8成港片或合拍片的发行权。</p><p>很快又生变化，2004年后，一批民营电影公司通过并购、集团化方式，集投资、发行、放映于一体，开始跟博纳抢生意。2006年于冬就错失了成龙的《宝贝计划》，该片由投资方之一的<a href=\"https://laohu8.com/S/300027\">华谊兄弟</a>发行。</p><p><b>于冬开始带着博纳二次转型，参与到上游投资制作中，而他过去结识的人脉，如徐克、陈可辛、许鞍华、林超贤等导演，发挥了重要作用，并在一次次试错中，找到了想走的路。</b></p><p>博纳投资发行的由徐克导演的《智取威虎山》取得了8.8亿票房，成了2015年元旦档票房冠军，自此<b>博纳开始了真实事件改编的主旋律题材电影商业化之路</b>，并采用系列化、矩阵化影片设计+香港导演+内地制片人/制片公司+商业片模式包装的方法论。</p><p>“博纳在题材把握上很符合大环境。”在中国青年剧作家导演向凯看来，虽然可能未来人们偏爱的电影主题会发生变化，但在当前环境下，主旋律题材的商业电影，依然能吃到红利，博纳已经在这一领域挖得够深。</p><p>主旋律题材电影给博纳贡献了高收入，仅《长津湖》一部就贡献了2021年7成收入。</p><p><img src=\"https://static.tigerbbs.com/71db4246ed6c8143120e3a0444fa4437\" tg-width=\"1024\" tg-height=\"549\" referrerpolicy=\"no-referrer\"/></p><p>博纳清楚自己的优势，未来投资方向还是做大做强“主旋律”招牌，其未来三年拟投资的电影《智取威虎山前传》《红海行动2》《血战上甘岭》都是这类影片。</p><p><b>曲折上市与被“套”的明星股东</b></p><p>博纳对A股的追求，<b>“几乎把能踩的坑都踩了一遍。”</b>传媒行业分析师刘子明这样调侃道。</p><p>博纳首次美股上市在2010年，敲钟当天，于冬身边站着制片人施南生和演员巩俐，意气风发。但很快他就后悔了。或许是受好莱坞电影巨头米高梅破产影响，投资者对电影公司变得谨慎，博纳股价长期低于发行价8.5美元。</p><p>反观国内影视公司，自2009年华谊兄弟登陆A股，便进入蓬勃期。宽松的政策环境下，不断涌现出新组建的影视基金，到2013年底已有25只，平均每只规模近13亿元。</p><p>到了2015年，博纳的市值一度不足华谊兄弟的十分之一，在美上市5年间只融到近1亿美元。于冬十分不忿，他坚信博纳在美股市场被低估了。</p><p>2015年6月，博纳发布私有化退市公告，2016年4月完成私有化交易，从美股退市，彼时其市值约50亿元，2017年9月首次向深交所递交上市申请。</p><p><b>可惜，博纳回来之后的A股市场已经不是曾经的市场了。</b></p><p>尽管博纳受资本青睐，引入<a href=\"https://laohu8.com/S/01060\">阿里影业</a>、<a href=\"https://laohu8.com/S/00700\">腾讯</a>等，融资25亿元，2017年又引入<a href=\"https://laohu8.com/S/002739\">万达电影</a>与一众明星股东，融资10亿元，估值160亿元，但无论是想上市的博纳，还是试图借此快速“致富”的明星，都不得不“慢”下来。</p><p><b>2017年，影视行业陷入寒冬，上市不易，谁料2019年又遇上博纳的审计团队瑞华会计师事务所“造假风波”，而后是疫情冲击。2020年8月，博纳再次递交招股书，11月首发过会，可能受当年业绩下降影响，直到2022年7月才拿到上市批文。</b></p><p>就在8月18日敲钟的前一天，于冬还陷入与女明星江疏影的绯闻中，使得金巧巧和江疏影亲自辟谣。</p><p><b>跟博纳一样等了5年的明星们，总算等来了“解套”机会。</b></p><p>明星股东中，当时黄晓明、张涵予们认购时的增资价格均为14.55元/股，如今的股价距此还有距离。</p><p><img src=\"https://static.tigerbbs.com/3b2ede642ddf626a845658032de20c5f\" tg-width=\"823\" tg-height=\"482\" referrerpolicy=\"no-referrer\"/></p><p>2022年3月、7月，博纳有两次股权转让事件，刀郎庄园以18元/股作价1237.5万元转给于冬；通过拍卖形式，<a href=\"https://laohu8.com/S/000620\">新华联</a>持有的股权被转让给<a href=\"https://laohu8.com/S/601099\">太平洋</a>证券。目前于冬合计控股28.09%，为实控人。</p><p>相比之下，章子怡、韩寒、张涵予等明星们反而做到了“从一而终”。博纳会辜负他们的期待吗？</p><p><b>5年煎熬，博纳不是信号</b></p><p>现实是博纳如今面对的A股市场已不复当年。或者说以2016年为界，A股影视翻天覆地，最有代表性的便是，市值破千亿的华谊兄弟开始直线坠落。</p><p><img src=\"https://static.tigerbbs.com/de4b1dd6871cf483cc7fd21938184562\" tg-width=\"823\" tg-height=\"482\" referrerpolicy=\"no-referrer\"/></p><p>过会变得不易。2017年有428家公司IPO成功，影视公司只3家。2018-2019年，A股影视公司无一家过会，2020年后不得不转战港股。</p><p>随之而来的还有亏损，华谊2018年后连亏至今，<a href=\"https://laohu8.com/S/300426\">唐德影视</a>只在2021年短暂盈利了一下。其他如万达电影、<a href=\"https://laohu8.com/S/002343\">慈文传媒</a>等日子都不好过。</p><p><b>背后便是影视行业前期泡沫化太过严重。</b>自影视公司证券化以来，高估值、绑定明星、大手笔并购、天价对赌几乎成常规操作，钱变得不再是钱。</p><p>易凯资本王冉曾分析，全行业超1.2万家影视公司是<b>“一个近乎荒诞的行业版图”</b>。影视投资人李想则告诉市界，“很多项目根本不赚钱”，只是没人关心项目风险，只大把砸钱。</p><p>2018年A股关键词是“商誉减值”，影视行业最突出。据不完全统计，主流20家相关公司中11家计提商誉减值，此外天神娱乐因商誉减值49亿元巨亏超70亿元，成当年亏损王。</p><p>同年“阴阳合同”一事掀补税风波，藏在华丽袍子下的虱子，被逮出来。据新华社报道，截至2018年底，影视公司自查申报税款117.47亿元。</p><p><b>影视行业成了投资者避之不及的存在，市值一落千丈。</b>华谊兄弟、万达电影、唐德影视、慈文传媒市值2016年-2019年均跌去70%以上。2020年后叠加疫情因素，影视公司“二次受伤”。</p><p>市界统计了12家发布了2022年一季报的影视公司，有5家亏损，较为严重的华谊净亏损同比扩大159%至1.34亿元。</p><p>同样变化的还有以明星为主导，利用资本杠杆发展的时代。以2017年《战狼》为界，头部优质影片对票房的拉动作用愈发明显。疫情虽会影响部分观影人次，但“最大的问题依然是优质内容供给不足。”向凯补充道。</p><p><img src=\"https://static.tigerbbs.com/daddc9929d46703462832351b026e671\" tg-width=\"1024\" tg-height=\"671\" referrerpolicy=\"no-referrer\"/></p><p>多方博弈后，影视行业又重新回到最为纯粹的一面。问题是，受过伤的资本，还愿意往里投钱吗？</p><p>向凯告诉市界，<b>他很怕其他公司会产生错觉，觉得他们也可以。</b>“暑期档的热闹可能会让资本停下来观望一下，但博纳是因为背书做得好，人们相信它未来几年还有故事可以讲。”</p><p>2022年暑期档票房目前已超过2021年的73.81亿元。但在某文娱公司负责人李菁看来，这是2022年上半年前积压的一些影片刚好制作完成，并赶在七八月这个时机上映的结果。</p><p>“制作宣发都有周期，需要前置。”她表示，“上半年多城线下消费几乎停滞，观影人次、票房大幅度下降，影片的制作进度也会受影响，片子本身的存储量其实比较少。”</p><p>另外，“2021年可能纯粹是受疫情影响，但现在投资人对市场的信心是比较低落的。”根据国家电影局全国电影剧本备案立项数据看，2022年5月有155部，同比减少32%。</p><p>“对财务型投资人来说，只要够理性，不管是电影还是制造，芯片还是医疗，都一样，选择足够多。”李菁说道，<b>连续数年的影视行业税务危机、明星舆论危机，加上疫情，让投资人觉得影视是个风险大，收益周期长的类别，自然会转投其他领域。</b></p><p>博纳上市虽然不能改变影视“寒冬”，但博纳自己算是挺过来了。</p><p>上市首日近百亿市值，让人不禁想起博纳还在美股时，于冬曾对华谊王中磊发出的“博纳真比华谊差十几倍吗”的疑问。如今曾经的一哥华谊只剩下70多亿市值，三十年河东三十年河西，令人唏嘘不已。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d844a1a64cffc4759a77d8b1d7f075d2","relate_stocks":{"001330":"博纳影业"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101634954","content_text":"近期影视公司在资本市场进展频频，柠萌影视登陆港股，乐华娱乐通过港交所聆讯，加上此次博纳影业登陆A股，不免让人猜测，低迷了5年多的影视资本运作是否有了新的希望。在去年12月的中国金鸡百花电影节上，博纳影业创始人于冬发言：“现在影视公司上市比登天还难！”博纳影业堪称近年来最红火的民营电影公司之一，相继出品了《智取威虎山》《湄公河行动》《红海行动》《中国机长》《长津湖》等爆款主旋律商业电影，但它的上市之路一波三折。博纳影业2016年从美股退市，2017年在A股提交招股书，由于大环境已陡然生变，5年后的今天才终于登陆A股。8月18日，博纳影业上市首日开盘即涨停，收盘价7.24元，涨幅43.94%，总市值99.5亿元，被套的明星投资人黄晓明、张涵予、章子怡、韩寒、陈宝国等终于看到了“解套”的机会。 在今天的敲钟仪式上，也出现了陈凯歌、章子怡、陈宝国、徐克、金巧巧等一众影视圈名人。此前，电视剧制作公司柠萌影视登陆港股，主打艺人经纪的乐华通过港交所聆讯，加上此次博纳影业登陆A股，不免让人猜测，停滞几年的影视资本运作是否有了新希望。但业内多位人士仍不乐观，“博纳的上市，更多还是特例”。为什么是博纳？对于博纳的上市，影视行业从业者张峰并不意外，不管怎么说，其近几年的票房还是摆在那儿的。2003年成立至今，博纳出品的影片有250多部，总票房600多亿元。高票房带来高收益，2019年-2021年，其营收分别为31亿元、16亿元、31亿元，净利润分别为3.11亿元、1.89亿元、3.56亿元。博纳虽然也有影视行业通病，收入不稳定，但多年来鲜少赔钱。在市界统计的12家主流影视公司中，博纳2021年的净利润水平排在第三，仅次于芒果超媒和华策影视。能做到这一点，跟博纳能抓住市场需求多次业务转型有关，背后便是于冬的手笔。（上海，博纳影业集团）作为当今影视圈的幕后大佬，于冬为人熟知的有两点，一是有个在《西游记续集》中扮演“孔雀公主”的老婆金巧巧，二是“铁口神断”，有名的如“电影公司未来都要给BAT打工”，那是互联网公司初涉影视的2014年。1993年从北影学院管理系毕业后，于冬进入北影厂当发行员，被提拔为最年轻副科长。当时的厂长是后来在中影任职的影视圈泰山北斗人物韩三平，在于冬后来的事业中，二人有过多次合作。1999年北影厂和中影合并后，于冬开始创业，将电影发行作为第一站。靠着“喝一杯酒1万块钱”，于冬跟影院经理的关系逐渐扎实。当时港片在内地极为流行，于冬抓住了这一契机。2001年他发行了《我的兄弟姐妹》，这部投资200万的片子，获得了700万利润。凭借能让对方赚钱，他获得了香港电影公司认可。2003-2008年，博纳取得了约8成港片或合拍片的发行权。很快又生变化，2004年后，一批民营电影公司通过并购、集团化方式，集投资、发行、放映于一体，开始跟博纳抢生意。2006年于冬就错失了成龙的《宝贝计划》，该片由投资方之一的华谊兄弟发行。于冬开始带着博纳二次转型，参与到上游投资制作中，而他过去结识的人脉，如徐克、陈可辛、许鞍华、林超贤等导演，发挥了重要作用，并在一次次试错中，找到了想走的路。博纳投资发行的由徐克导演的《智取威虎山》取得了8.8亿票房，成了2015年元旦档票房冠军，自此博纳开始了真实事件改编的主旋律题材电影商业化之路，并采用系列化、矩阵化影片设计+香港导演+内地制片人/制片公司+商业片模式包装的方法论。“博纳在题材把握上很符合大环境。”在中国青年剧作家导演向凯看来，虽然可能未来人们偏爱的电影主题会发生变化，但在当前环境下，主旋律题材的商业电影，依然能吃到红利，博纳已经在这一领域挖得够深。主旋律题材电影给博纳贡献了高收入，仅《长津湖》一部就贡献了2021年7成收入。博纳清楚自己的优势，未来投资方向还是做大做强“主旋律”招牌，其未来三年拟投资的电影《智取威虎山前传》《红海行动2》《血战上甘岭》都是这类影片。曲折上市与被“套”的明星股东博纳对A股的追求，“几乎把能踩的坑都踩了一遍。”传媒行业分析师刘子明这样调侃道。博纳首次美股上市在2010年，敲钟当天，于冬身边站着制片人施南生和演员巩俐，意气风发。但很快他就后悔了。或许是受好莱坞电影巨头米高梅破产影响，投资者对电影公司变得谨慎，博纳股价长期低于发行价8.5美元。反观国内影视公司，自2009年华谊兄弟登陆A股，便进入蓬勃期。宽松的政策环境下，不断涌现出新组建的影视基金，到2013年底已有25只，平均每只规模近13亿元。到了2015年，博纳的市值一度不足华谊兄弟的十分之一，在美上市5年间只融到近1亿美元。于冬十分不忿，他坚信博纳在美股市场被低估了。2015年6月，博纳发布私有化退市公告，2016年4月完成私有化交易，从美股退市，彼时其市值约50亿元，2017年9月首次向深交所递交上市申请。可惜，博纳回来之后的A股市场已经不是曾经的市场了。尽管博纳受资本青睐，引入阿里影业、腾讯等，融资25亿元，2017年又引入万达电影与一众明星股东，融资10亿元，估值160亿元，但无论是想上市的博纳，还是试图借此快速“致富”的明星，都不得不“慢”下来。2017年，影视行业陷入寒冬，上市不易，谁料2019年又遇上博纳的审计团队瑞华会计师事务所“造假风波”，而后是疫情冲击。2020年8月，博纳再次递交招股书，11月首发过会，可能受当年业绩下降影响，直到2022年7月才拿到上市批文。就在8月18日敲钟的前一天，于冬还陷入与女明星江疏影的绯闻中，使得金巧巧和江疏影亲自辟谣。跟博纳一样等了5年的明星们，总算等来了“解套”机会。明星股东中，当时黄晓明、张涵予们认购时的增资价格均为14.55元/股，如今的股价距此还有距离。2022年3月、7月，博纳有两次股权转让事件，刀郎庄园以18元/股作价1237.5万元转给于冬；通过拍卖形式，新华联持有的股权被转让给太平洋证券。目前于冬合计控股28.09%，为实控人。相比之下，章子怡、韩寒、张涵予等明星们反而做到了“从一而终”。博纳会辜负他们的期待吗？5年煎熬，博纳不是信号现实是博纳如今面对的A股市场已不复当年。或者说以2016年为界，A股影视翻天覆地，最有代表性的便是，市值破千亿的华谊兄弟开始直线坠落。过会变得不易。2017年有428家公司IPO成功，影视公司只3家。2018-2019年，A股影视公司无一家过会，2020年后不得不转战港股。随之而来的还有亏损，华谊2018年后连亏至今，唐德影视只在2021年短暂盈利了一下。其他如万达电影、慈文传媒等日子都不好过。背后便是影视行业前期泡沫化太过严重。自影视公司证券化以来，高估值、绑定明星、大手笔并购、天价对赌几乎成常规操作，钱变得不再是钱。易凯资本王冉曾分析，全行业超1.2万家影视公司是“一个近乎荒诞的行业版图”。影视投资人李想则告诉市界，“很多项目根本不赚钱”，只是没人关心项目风险，只大把砸钱。2018年A股关键词是“商誉减值”，影视行业最突出。据不完全统计，主流20家相关公司中11家计提商誉减值，此外天神娱乐因商誉减值49亿元巨亏超70亿元，成当年亏损王。同年“阴阳合同”一事掀补税风波，藏在华丽袍子下的虱子，被逮出来。据新华社报道，截至2018年底，影视公司自查申报税款117.47亿元。影视行业成了投资者避之不及的存在，市值一落千丈。华谊兄弟、万达电影、唐德影视、慈文传媒市值2016年-2019年均跌去70%以上。2020年后叠加疫情因素，影视公司“二次受伤”。市界统计了12家发布了2022年一季报的影视公司，有5家亏损，较为严重的华谊净亏损同比扩大159%至1.34亿元。同样变化的还有以明星为主导，利用资本杠杆发展的时代。以2017年《战狼》为界，头部优质影片对票房的拉动作用愈发明显。疫情虽会影响部分观影人次，但“最大的问题依然是优质内容供给不足。”向凯补充道。多方博弈后，影视行业又重新回到最为纯粹的一面。问题是，受过伤的资本，还愿意往里投钱吗？向凯告诉市界，他很怕其他公司会产生错觉，觉得他们也可以。“暑期档的热闹可能会让资本停下来观望一下，但博纳是因为背书做得好，人们相信它未来几年还有故事可以讲。”2022年暑期档票房目前已超过2021年的73.81亿元。但在某文娱公司负责人李菁看来，这是2022年上半年前积压的一些影片刚好制作完成，并赶在七八月这个时机上映的结果。“制作宣发都有周期，需要前置。”她表示，“上半年多城线下消费几乎停滞，观影人次、票房大幅度下降，影片的制作进度也会受影响，片子本身的存储量其实比较少。”另外，“2021年可能纯粹是受疫情影响，但现在投资人对市场的信心是比较低落的。”根据国家电影局全国电影剧本备案立项数据看，2022年5月有155部，同比减少32%。“对财务型投资人来说，只要够理性，不管是电影还是制造，芯片还是医疗，都一样，选择足够多。”李菁说道，连续数年的影视行业税务危机、明星舆论危机，加上疫情，让投资人觉得影视是个风险大，收益周期长的类别，自然会转投其他领域。博纳上市虽然不能改变影视“寒冬”，但博纳自己算是挺过来了。上市首日近百亿市值，让人不禁想起博纳还在美股时，于冬曾对华谊王中磊发出的“博纳真比华谊差十几倍吗”的疑问。如今曾经的一哥华谊只剩下70多亿市值，三十年河东三十年河西，令人唏嘘不已。","news_type":1},"isVote":1,"tweetType":1,"viewCount":511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","t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