Light Media: 2024 Semi-Annual Report Summary
Light Media: 2024 Semi-Annual Report
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.
Optical Media (300251.SZ) plans to pay 0.7 yuan for 10 shares to be deducted from interest on May 29
Zhitong Finance App News, Optical Media (300251.SZ) announced that the company's 2023 equity distribution plan: cash dividend of RMB 0.70 (tax included) for every 10 shares. The ex-dividend date is May 29, 2024.
Galaxy Securities: The overall growth in media performance in '23 is clearly optimistic about the growth potential of high-quality companies under major industry trends
The media industry's cash flow improved significantly throughout 2023, with a certain increase in net operating cash flow and the ratio of net operating cash flow to revenue.
Guojin Securities: Risk appetite is expected to shift at the end of the performance period, and the media industry suggests focusing on investment opportunities in three directions
As the performance period comes to an end, risk appetite is expected to shift to the media industry. It is recommended to focus on three directions.
Optical Media (300251.SZ) reported first-quarter results, net profit of 425 million yuan, a year-on-year surge of 248.01%
Optical Media (300251.SZ) released its report for the first quarter of 2024, with revenue of 1.07 billion yuan, the same...
China Merchants Securities: “AI+IP” — a water seller under the multi-modality of AI
As a commercialization and extension of content creation, the application of multi-modal models such as AI-generated video is expected to play a huge role in the field of IP content generation across categories, expanding the incremental space for IP monetization and accelerating the commercialization of IP.
Optical Media (300251.SZ): At the upcoming GTC2024 conference, the participating company Qiwei Technology will mainly showcase the two technologies of mirror storyboard generation and 2.5D scene environment generation
Gelonghui March 14 丨 Some investors asked Optical Media (300251.SZ) on the investor interactive platform, “Qiwei Technology was invited to participate in the GTC conference this time. Is generative AI technology sharing sharing the ViStoryboard artificial intelligence storyboard software? Does Qiwei Technology currently have a partnership with Nvidia?” The company replied that at the upcoming GTC2024 conference, the company's participating company Qiwei Technology will mainly showcase the two technologies of segmented storyboard generation and 2.5D scene environment generation. Split storyboard generation is mainly used in film and television animation, advertising shooting, creative videos,
Optical Media (300251.SZ): Participating company Qiwei Technology currently provides virtual reality products including digital human technology
Gelonghui March 14 丨 An investor asked Optical Media (300251.SZ) on the investor interactive platform, “Does the company's seven-dimensional technology have virtual digital human technology?” The company replied that the virtual reality products currently provided by the company's shareholding company Qiwei Technology include digital human technology.
Light Media (300251.SZ): The participating film “Grass and Trees” will be screened on April 3, 2024
GLONGHUI March 14 丨 Some investors asked Lightline Media (300251.SZ) on the Investor Interactive Platform, “LightMedia's 2024 New Film Screening Plan?” The company replied that the film “Article 20”, which was mainly invested and distributed by the company, is loved by the audience. The long-tail effect is obvious. It has garnered more than 2.3 billion yuan in box office and is currently being screened; the film “Grass Man”, which the company participated in, will be screened on April 3, 2024; the live-action film projects that the company has already prepared, such as “Sweep the Black, Never Give Up” (formerly “Sweep the Clouds and See the Sun”), “Invisible Man”, and “Her Little Pear Vortex” are expected to be released this year
Light Media (300251.SZ): “Nacha's Demon Boy Naohai” is expected to be screened within this year. The exact schedule is yet to be determined
On March 14, Gelonghui Media (300251.SZ) said on the investor interactive platform that “Nacha: The Devil Waves the Sea” is expected to be screened within this year, and the exact schedule is yet to be determined. In addition, the film “Grass and Trees”, which the company participated in, will be screened on April 3, 2024, and “Fight Black: Never Give Up” (formerly known as “Sweep Black · Raid the Clouds and See the Sun”), “Invisible Man”, “Her Little Pear Vortex”, and “Xiao Qian” are also expected to be screened within this year. At the same time, the company has many other projects in progress, and will arrange an appropriate screening schedule according to the market and approval situation. Products for movies and TV series that the company will launch in 2025
Light Media (300251.SZ): In terms of real people and animation, we have each stocked a short drama with classical Chinese classics as the subject, which may be a thousand episodes long
Gelonghui, March 14: An investor asked Optical Media (300251.SZ) on the investor interactive platform, “What progress has the company made in skits?” The company replied that in terms of real people and animation, the company has each prepared a short drama with classical Chinese classics as the theme, which may be 1,000 episodes long, and is currently in the early stages of preparation.
Galaxy Securities: AI technology and overseas catalysts focus on overseas investment opportunities to map the AI industry chain
Google releases basic world model Genie
Light Media (300251.SZ): Existing live-action film projects such as “Fight Black: Never Give Up”, “Invisible Man”, “Grass Trees on Earth”, and “Her Little Pear Vortex” are expected to be screened within the year
Gelonghui, Feb. 23丨An investor asked Optical Media (300251.SZ) on the investor interactive platform, “What movies are scheduled to be screened during this year's summer program? Also, what are the company's new developments in the direction of skits and ultra-short dramas?” The company replied that the live-action film projects that the company has already prepared, such as “Sweep the Black, Never Give Up” (formerly known as “Sweep the Clouds and See the Sun”), “The Invisible Man,” “The Grass Is on Earth,” and “Her Little Pear Vortex” are expected to be screened within the year; in terms of animated films, “Nezha's Magic Boy Sails to the Sea” and “Xiao Qian” are expected to be screened within the year. At the same time, the company still has many other projects
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