今日观察！TVB再陷裁员潮：收视遇冷、成本高企 多项举措谋求转型

TVB再陷裁员潮：收视遇冷、成本高企 多项举措谋求转型

香港，2023年3月24日 - 备受关注的香港无线电视台（TVB）今日宣布，将计划裁员约5%，以应对疫情及市场带来的冲击，并优化成本结构。这是TVB自2008年以来，第四次进行较大规模的裁员。

据了解，此次裁员将涉及TVB各级部门，部分职位将被终止且不予重置。具体涉及哪些部门和岗位，TVB尚未公布。有业内人士预计，此次裁员人数可能接近200人。

TVB表示，裁员是公司在成本优化管理方面采取的措施之一。近年来，受疫情及市场因素影响，TVB的经营受到较大压力。2022年，TVB预计亏损7.9亿至8.3亿港元，创下上市以来最大亏损。

除了裁员外，TVB还将大幅调整节目制作预算，提高成本效益。未能达到预期收视及经济收益的节目将被终止。同时，TVB还将降低对外判工作的依赖，转型旧有的节目制作模式。

TVB裁员背后：收视率下滑、艺人流失、盈利困局

TVB此次裁员，是其近年困境的缩影。近年来，TVB正面临着多重挑战：

• **收视率下滑：**随着新媒体的兴起，传统电视媒体的观众流失严重。TVB的收视率连年下滑，2022年平均收视率仅为15.1%，创下历史新低。
• **艺人流失：**近年来，随着内地娱乐产业的崛起，不少TVB当红艺人纷纷北上发展，导致TVB艺人青黄不接。
• **盈利困局：**收视率下滑和艺人流失，直接导致TVB广告收入减少，盈利能力下降。2022年，TVB预计亏损7.9亿至8.3亿港元，创下上市以来最大亏损。

TVB能否走出困境？

TVB此次宣布裁员和调整节目制作策略，是其试图扭转颓势、走出困境的努力。然而，这能否奏效还有待观察。

有业内人士认为，TVB的困境根源在于其未能跟上时代步伐，未能满足观众尤其是年轻观众的观影需求。因此，TVB要想真正走出困境，需要在内容制作、人才培养、营销模式等方面进行全面改革。

TVB的未来之路

TVB作为香港历史最悠久的电视台之一，在香港文化和社会生活中扮演着重要角色。其未来发展备受关注。

有业内人士建议，TVB可以考虑以下发展方向：

• **加强原创内容制作：**加大投入，制作更多高质量的原创节目，增强节目竞争力。
• **积极拥抱新媒体：**顺应时代潮流，积极发展新媒体业务，拓展新的传播渠道。
• **培养本土人才：**加强人才培养，打造一支高素质的节目制作团队。

TVB能否走出困境，重现昔日辉煌，还有待时间检验。

A Wave of "Kete Valuation" Sweeps Through the Market: 50 Stocks Poised for Strong Growth

Shanghai, China - June 17, 2024 - A recent surge in investor sentiment towards growth stocks, particularly in the healthcare and technology sectors, has been dubbed the "Kete Valuation" phenomenon, named after the Chinese pharmaceutical company C-Bridge (6160.HK). This trend is reminiscent of the "CATL Valuation" rally that occurred in 2021, driven by the strong performance of Contemporary Amperex Technology Co., Ltd. (300015.SZ).

The "Kete Valuation" is characterized by a sharp increase in the share prices of companies with promising growth prospects, often defying broader market trends. This is evident in the recent performance of 50 stocks identified by analysts as having significant growth potential. These stocks, spanning various industries including healthcare, technology, and consumer goods, have exhibited remarkable resilience amidst recent market volatility.

Factors Driving the "Kete Valuation"

Several factors are contributing to the "Kete Valuation" trend. Firstly, investors are increasingly seeking out companies that can deliver sustainable growth, particularly in the face of global economic uncertainties. Secondly, the easing of monetary policy in major economies is providing a supportive backdrop for riskier assets like growth stocks. Additionally, advancements in technology and innovation are creating new opportunities for companies in various sectors, fueling investor optimism.

Key Beneficiaries of the "Kete Valuation"

Among the 50 stocks identified as potential beneficiaries of the "Kete Valuation," C-Bridge (6160.HK) stands out as a frontrunner. The company's innovative cancer therapies and strong pipeline of new drugs have attracted significant investor interest. Other notable stocks include:

• Ascletis Pharma (1672.HK): A clinical-stage biopharmaceutical company developing novel therapies for cancer and viral diseases.

• Aier Eye Hospital Group (300015.SZ): A leading provider of comprehensive eye care services in China.

• Xiaomi Corporation (1810.HK): A global technology company known for its smartphones, smart home devices, and internet services.

Investment Implications

The "Kete Valuation" presents an opportunity for investors to capitalize on the growth potential of select companies. However, careful due diligence is crucial, as not all growth stocks are created equal. Investors should thoroughly evaluate a company's financial health, competitive landscape, and long-term growth prospects before making investment decisions.

The "Kete Valuation" highlights the evolving dynamics of the Chinese stock market, where investors are increasingly discerning and seeking out companies with genuine growth potential. This trend is likely to continue as China's economy transitions towards a more innovation-driven and knowledge-based model.