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CITIC SEC: "The arrival of Deepseek Singularity" will likely accelerate the commercialization phase of Education + AI by 2025.
Xin Securities published a Research Report stating that recently, companies in the Education sector have been embracing Deepseek, and the strong reasoning capability of AI large models is expected to accelerate the commercialization phase of Education + AI.
The total box office of "Nezha: The Devil's Child" has exceeded 6 billion! This has ignited demand for related products, and collaborations are in high demand.
① The derivatives and co-branded products related to "Nezha 2", ranging from everyday consumer items like "Millets" merchandise and Dairy Products to Consumer Electronics and even hardcore products like Autos, have become the "highlights beyond the scene" for the Spring Festival in the Year of the Snake. ② Many manufacturers in Yiwu have been working overnight to produce "Nezha 2 phone cases", "Magic Towel headbands", and "albums", which have all sold over 10,000 units on PDD Holdings.
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Breaking through 41 billion! The annual box office is still racing. Next year's Spring Festival lineup is "a big hit" | Year-end summary.
① The 2024 film market has entered the final sprint phase, and as this year's last major release period, the box office for the New Year's season has surpassed 2.1 billion yuan. The total box office for China Film Co., Ltd. in 2024 has reached 41.696 billion yuan; ② With the recovery of production capacity and the scheduling of blockbusters, the industry generally has a good expectation for the 2025 Spring Festival release period, with several listed film companies presenting "big hits" to compete in next year's Spring Festival.
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?
