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The Lunar New Year holiday is approaching! Film stocks on the Hong Kong stock market are responding positively, with ALI PICTURES rising over 5%.
① What measures has the government implemented to boost consumer spending in the film industry? ② How do the institutions view the film market in 2025?
Even With A 29% Surge, Cautious Investors Are Not Rewarding Orange Sky Golden Harvest Entertainment (Holdings) Limited's (HKG:1132) Performance Completely
Huajin Securities: Steady improvement in IP industry promotes the development of various segments of the industry chain.
With the diversification of media channels, the increasing number of diverse small IPs and niche cultural IPs, shorter, faster, and more emotionally direct IPs have become the new preference.
CSC: Global AI video collectively accelerates, firmly bullish on the media industry's fourth-quarter market this year.
In-depth review of the performance of the media sector in the fourth quarter of the past 5 years, the driving points of the media market include the trends of Shenzhen new industries biomedical engineering, the low valuation of the sector, and the expectation of performance improvement.
Hong Kong stocks anomaly | Movie concept stocks plummeted today, maoyan ent (01896) dropped by 13%, National Day box office attendance and average ticket price both declined year-on-year.
Movie concept stocks plummeted today. As of press time, Orange Sky G H (01132) fell by 14.04% to 0.049 Hong Kong dollars; Maoyan Ent (01896) fell by 13.11% to 7.62 Hong Kong dollars; China Ruyi (00136) fell by 11.21% to 2.06 Hong Kong dollars; IMAX China (01970) fell by 3.75% to 8.46 Hong Kong dollars.
China International Capital Corporation: Significant year-on-year growth in various consumer data during the National Day holiday, with impressive performance in categories such as household appliances, gold, and jewelry.
In 2024, the consumer data for the "Golden Week" have been successively released. Overall, with the strong support of national policies to promote consumption and stabilize the economy, various consumption data during the Golden Week have shown significant year-on-year growth, and also improved compared to the previous period.