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Beijing Enlight Media (300251.SZ) mainly focuses on film and television project development in the animation business field.
On July 16, Gelunhui reported that Beijing Enlight Media (300251.SZ) stated on the investor interaction platform that currently, the company mainly focuses on film and television project development in the animation business field. The company hopes to continuously try and explore the cultivation and operation of animation IP on the basis of sufficient ability and ensuring content quality. The company has normal business cooperation with related gaming companies and will continue to pay attention to related businesses.
Beijing Enlight Media (300251.SZ): Currently, there are two animation brands, Cai Tian Wu and Enlight Animation, which have the ability to release 2-3 animated movies every year.
Beijing Enlight Media (300251.SZ) stated on the investor interactive platform that the company currently has two animation labels, Cai Tiao Wu and Enlight Animation, and is pushing forward the creation and production of animated movies. The company has the ability to release 2-3 animated movies every year. At the same time, the company has to a certain extent opened up the production rights of animated movies to live-action labels, allowing more labels and employees to participate in the planning, production, and operation of animated movies. It is expected that the company's capacity in the field of animated movies will continue to improve. The company always hopes to maintain forward-looking in the investment field and has made many layouts.
Beijing Enlight Media (300251.SZ): The company's main investment and distribution film "Her Little Dimples" will be released on August 10, 2024.
Beijing Enlight Media (300251.SZ) stated on the investor platform that the film "Evacuation from the 21st Century" in which the company invested and issued will be released on August 3, 2024; The company's main investment and release of the film "Her Little Whirlwind" will be released on August 10, 2024. In addition, the company has many other projects and will arrange suitable release dates based on market and approval conditions. Maoyan Ent is a joint venture of the company, and the company will confirm investment income with corresponding profit.
Beijing Enlight Media (300251.SZ): Enlight Animation is currently fully producing the animated film "Sail to Your Island".
Beijing Enlight Media (300251.SZ) stated on the investor interaction platform on July 16 that Enlight Animation is currently working hard to produce the animated movie 'Your Island'.
CICC: With recent dense release schedules, it is recommended to focus on summer key content to promote box office resilience.
Zhitong Finance and Economics app learned that Zhongjin's research report stated that with the intensification of movie scheduling in recent years, the visibility of the film's schedule list has increased. According to Artin, from January to May 2024, the cumulative box office revenue, including service fees, has reached 21.65 billion yuan, a 2.3% decrease compared to the same period in 2023. It is recommended to pay attention to the elastic potential of box office driven by key summer content. In the short term, the summer schedule has a higher capacity and contribution to the annual box office, and it is recommended to pay attention to the trading opportunities brought about by the single film's box office exceeding expectations. In the medium and long term, the trend of industry content and brand being the king remains unchanged. Wanda Film Holding (002739.SZ) and Beijing Enlight Media are recommended.
Guosen Securities' media strategy for June: focus on summer box office performance, bullish on AIGC's application opportunities in the medium and long term.
In May, it underperformed the market and the overall valuation is at a relatively low level.
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