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The film market welcomes a "good start"! The pre-sale box office for the Spring Festival season easily surpasses 0.2 billion, with multiple A-share film and television companies gathering.
Short-term Bullish expectations for the improvement of the Large Cap during the 2025 Spring Festival period.
Bona Film Group (001330.SZ): Plans to produce a seasonal short drama series with a total of 100 episodes.
On January 17, Gelonghui reported that Bona Film Group (001330.SZ) stated during an investor relations event that the content produced by Bona represents high quality in the film Sector, with significant barriers and production strength in main melody and realistic themes; The films that the company will heavily invest in and control for 2025 include the military war film "Operation Dragon" which is scheduled to be released in theaters nationwide on the first day of the Chinese New Year in 2025, the spy war/period film "Kashmir Princess" which started filming in December 2024, and the large epic film "Four Crossings" which began production in January 2025.
China Galaxy Securities: Bullish on the improvement of the media Sector performance, focusing on three main lines: Consumer discretionary, AI applications, and State-owned Enterprise Reform.
Looking ahead to 2025, the performance of key sectors in media is expected to stabilize with high certainty, and there is a bullish outlook for varieties with stable performance foundations or noticeable improvements from external factors. It is recommended to focus on three main lines: cyclical consumer sectors, AI applications, and State-owned Enterprise Reform.
GTJA: High-rated sequels will be concentrated in the release during the Spring Festival in 2025, and box office is expected to reach new heights.
The Spring Festival period has proven to be capable of supporting two films with revenues exceeding 4 billion yuan.
Bona Film Group (001330.SZ): Share repurchase completed, with a total expenditure of 46.9956 million yuan to repurchase 8.639 million shares.
On November 29, Gelonghui reported that Bona Film Group (001330.SZ) announced that as of the date of the announcement, the company had cumulatively repurchased 8.639 million shares through a special securities account for share repurchase via centralized bidding, accounting for 0.63% of the company's current total share capital. The highest fill price was 6.99 yuan/share, the lowest fill price was 4.01 yuan/share, with a total transaction amount of 46.995561 million yuan (excluding transaction costs). The company's share repurchase plan has been successfully implemented.
Zhongtai Securities Starts Bona Film Group at Accumulate
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