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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.
Beijing Enlight Media (300251.SZ) Shareholder Alibaba Venture Capital has cumulatively reduced its Shareholding by 11.4853 million shares.
Beijing Enlight Media (300251.SZ) announced that the company's shareholder Alibaba Venture Capital will be participating from December 5, 2024, to the...
Beijing Enlight Media (300251.SZ): The animated movie "Nezha: The Devil's Child" that is heavily invested in and distributed will be released on the first day of the Lunar New Year in 2025.
On December 11, Glenwood Exchange reported that Beijing Enlight Media (300251.SZ) announced on the investor interaction platform that the animated film "Nezha: The Devil's Return" will be released on the first day of the Lunar New Year in 2025. The devil returns, and the year begins with wind and fire. See you at Spring Festival.
Beijing Enlight Media (300251.SZ): The current impact of derivative business on the company's performance is relatively small.
According to the investor interaction platform on December 4, beijing enlight media (300251.SZ) stated that the company has a wealth of diverse IP resources, possesses advantages in derivative product development, and has previously developed various derivative products such as trendy toys, collectible cards, badges, model figures, daily necessities, books and picture albums, and vinyl records in some past projects. Currently, the company's IP derivative business is progressing normally, and popular culture is also an important reference factor for the company in developing derivative products. More derivative products will be launched in a timely manner in the future based on project and cooperation situations, so please stay tuned. The derivative business currently impacts the company's performance.
Guosen: Media prosperity reversal expected in 2025, driven by new technology and M&A restructuring to boost valuation.
Looking ahead to 2025, the short-term media sentiment is at its lowest, but in the medium term, with the base effect, improvement in content supply, and changes in external macro expectations, the sentiment is expected to gradually reach the bottom and rise.
Guoyuan Securities: Bullish on the continued prosperity of AI applications, focusing on the valuation and performance improvement of the media sector.
Guoyuan Securities released a research report stating that they are bullish on the investment theme of AI, expecting model iterations and continuous prosperity on the application side in the second half of the year, which is likely to drive the valuation and performance improvement of the media sector.
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