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gf sec: The micro-drama industry continues to grow, focusing on Hongguo, quality enhancement, going abroad, and AI empowerment.
The short video industry is expected to further improve in the future, with an increase in the supply of high-quality content driving the growth of the industry, and a wave of short dramas going overseas.
Mango Excellent Media (300413.SZ): The IP peripheral and derivative business is one of the main business categories of our company's content e-commerce platform Little Mango APP.
On November 27, Glonghui reported that mango excellent media (300413.SZ) stated on the investor interaction platform that the IP peripheral and derivative business is one of the main business categories of its content e-commerce platform, Xiao Mang APP. While developing derivative products based on mango's own content IP, it is also open to cooperation with high-quality film, television, animation, and game IPs at home and abroad to create more peripheral derivative products that users love. The second dimension channel has also been launched on the Xiao Mang APP. For more product information, please follow the Xiao Mang APP.
Is Now An Opportune Moment To Examine Mango Excellent Media Co., Ltd. (SZSE:300413)?
Research reports Prospecting丨Swhy: Mango Excellent Media 24Q4-2025 welcomes a period of content release, maintaining a "buy" rating
swhy research points out that mango excellent media (300413.SZ), backed by hunan broadcasting, has accumulated content over nearly 30 years, and the advantage in variety shows continues to expand, while dramas serve as the second growth curve. As of September this year, mango TV's monthly active users exceeded 0.25 billion, ranking third in the industry (according to Questmobile data), with a growth trend better than its peers. The content release period will arrive in Q4 2024 to 2025, with a richer upcoming film list and more diverse genres. The product cycle is expected to continue upward, with a short-term operational turning point imminent. In addition, globalization is expected to open up membership revenue and content distribution opportunities. The profit forecast is maintained.
Mango Excellent Media Co., Ltd.'s (SZSE:300413) Largest Shareholders Are Private Companies Who Were Rewarded as Market Cap Surged CN¥6.3b Last Week
CICC Securities: The essence of AIAGENT is the "execution" function, focusing on its application and implementation in combination with the terminal.
The market's expectation for AI has shifted directly towards the real implementation of various computing platforms, hardware clouds, or edge devices, from large models and their applications.
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