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彩星集团2025年中期报告

2025-09-03港股财报一***

AI智能总结

核心观点与关键数据

5.7% 7,480 7,930 4223,490 24,950 18,310 19,030

(a) (i) 100 (ii) 21-23A (iii) 19.6% 8.6%
(b) 9.3% 980 1,080 18,600 44,500 58% (i) (ii) (iii) 43% 56% (i) (ii) (iii) 49% 7%

4,500 6,800 900 2,100 2,100 3,000 2,560 9,150

Paramount Pictures, Nickelodeon Movies, Tales of The Teenage Mutant Ninja Turtles, Paramount+, Netflix, Paramount+, Paramount+ Seth Rogen Point Grey Pictures
Power Rangers, Power Rangers Mighty Morphin Power Rangers: Re-Ignition Zords YouTube Netflix Power Rangers
Godzilla x Kong X Godzillax Kong MonsterVerse MonsterVerse
Winx Rainbow Winx Club: The Magic Is Back CGI Netflix

9,890 191 01.7% 1.8% 2,360 3,240 7,530 7,670 0.3% 1.6%

NVIDIA Corporation (NVDA.US), Amazon.com, Inc. (AMZN.US), The Walt Disney Company (DIS.US), Netflix, Inc. (NFLX.US) (700.HK), Microsoft Corporation (MSFT.US), Alphabet Inc. (GOOG.US) (16.HK), The Goldman Sachs Group, Inc (GS.US), Apple Inc. (AAPL.US)

1,150 1,850 2,220 3,220 33 34

(80,414)
(i) (ii)
(i) (ii)

10% 56,572,000 51,054,000 50,122,000 157,994,000 102,552,000

10,148,000 17,303,000 1,139,000 3,439,000
16.5% 16.5%
66,159,000 11,071,000

1.5 205,570,000 159,880,000 2,068,000,000 2,069,760,000

(i) (ii)
(i) (ii)
1.5 65.49
757,600,000 761,200,000 136,800,000 175,400,000

3,632,800,000 79,125,000 3,856,000,000 82,100,000

0.01
13
16
7.81 58.8% 60.3%
98,924,000 109,116,000
44,435,000 136,670,000 34,608,000 27,654,000

2.4% 2.9% 3.4 3.4

1,081,282,000 1,102,889,000 1,012,254,000 990,191,000 14,916,000 21,672,000 4,163,000 4,159,000

86

(a) (b)
10% 118,000,000 10% 5% 59,000,000 5% (i) 1% (ii)
6,000,000 6,000,000 1,680,000 3,000,000 118,000,000 59,000,000
(1) (2) 0.61 (3) (4) (5)
17.07 D210
(1) 19,444,000
XV 352 352 336 336 5%
(i) 1,373,602,000 142,000,000 130,000,000 1,101,602,000 TGC Assets Limited TGC
(ii) TGC
336 C1 C.2.1 C3
13.51B (1) 13.51B (1)
1617
Conyers Dill & Pearman UBS AG Merrill Lynch, Pierce, Fenner & Smith Inc.
Codan Services Limited Clarendon House 2 Church Street Hamilton HM 11Bermuda Clarendon House 2 Church Street Hamilton HM 11Bermuda
1617 10023 635
www.playmates.net
彩星集團有限公司（於百慕達註冊成立之有限公司）（股份代號：635）

2 4 7 11 34 44 Godzilla x Kong© 2025©2025TOHO CO., LTD•Paramount© 2025ViacomCBS Digital•Power Rangers©2025SCG POWER RANGERS LLCHASBRO•Nickelodeon© 2025VIACOM INTERNATIONAL INC.NICKELODEONVIACOM INTERNATIONAL INC.•© 2025Viacom International Inc.•Winx ClubTM© 2025Rainbow Srl. 5.7%7,4807,9304223,49024,95018,31019,030 (a) (i)100(ii)21-23A(iii)19.6%8.6% 6,5005.1%6,85058.8%60.3% (i) 100 (ii) (iii) (b) 9.3%9801,080 18,60044,50058%(i)(ii)(iii) 43%56%(i)(ii)(iii)49%7% 4,5006,8009002,1002,1003,0002,5609,150 Paramount PicturesNickelodeon MoviesTales of TheTeenage Mutant NinjaTurtlesParamount+NetflixParamount+Paramount+Seth RogenPoint GreyPictures Power Rangers Power RangersMighty MorphinPower Rangers: Re-IgnitionZordsYouTubeNetflixPower Rangers Godzilla x Kong XGodzillax Kong MonsterVerseMonsterVerse Winx RainbowWinx Club: The Magic Is BackCGINetflix 9,89019101.7%1.8%2,3603,2407,5307,6700.3%1.6%NVIDIA Corporation (NVDA.US)Amazon.com, Inc.(AMZN.US)The WaltDisney Company (DIS.US)Netflix, Inc.(NFLX.US)(700.HK)Microsoft Corporation (MSFT.US), Alphabet Inc.(GOOG.US)(16.HK)The Goldman Sachs Group, Inc (GS.US)Apple Inc.(AAPL.US) 1,1501,8502,2203,220 33 34 . (80,414) . (i)(ii) . 10%56,572,00051,054,00050,122,000157,994,000102,552,000 10,148,00017,303,0001,139,0003,439,000 16.5%16.5% 66,159,00011,071,000 1.5 205,570,000159,880,0002,068,000,0002,069,760,000 (i)(ii) (i)(ii) 1.565.49 757,600,000761,200,000136,800,000175,400,000 3,632,800,00079,125,0003,856,000,00082,100,000 0.01 . 13 . . . .. 16 .. . 7.81 58.8%60.3% 98,924,000109,116,000 44,435,000136,670,00034,608,00027,654,000 2.4%2.9%3.43.4 1,081,282,0001,102,889,0001,012,254,000990,191,00014,916,00021,672,0004,163,0004,159,000 86 (a)(b) 10%118,000,00010%5%59,000,0005%(i)1%(ii) 6,000,0006,000,0001,680,0003,000,000118,000,00059,000,000 (1)(2)0.61(3)(4)(5) 17.07D210 (1) 19,444,000 XV352 352 336 3365% (i)1,373,602,000142,000,000130,000,0001,101,602,000TGC Assets LimitedTGC (ii)TGC 336 C1 C.2.1 C3 13.51B(1) 13.51B(1) 1617 Conyers Dill & Pearman UBS AGMerrill Lynch, Pierce, Fenner & Smith Inc. Codan Services LimitedClarendon House2 Church StreetHamilton HM 11Bermuda Clarendon House2 Church StreetHamilton HM 11Bermuda 1617 10023 635 www.playmates.net 彩星集團有限公司（於百慕達註冊成立之有限公司）（股份代號：635）

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