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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.
Hengdian EntertainmentLTD (SHSE:603103 Shareholders Incur Further Losses as Stock Declines 3.9% This Week, Taking One-year Losses to 17%
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Hengdian Film & Television (603103.SH) announced first-quarter results, net profit of 219 million yuan, up 46.43% year on year
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Hengdian Film and Television (603103.SH): Not involved in the main business related to AI applications
Gelonghui March 25 | Hengdian Film and Television (603103.SH) said on the investor interactive platform that up to now, the company has not involved any main business related to AI applications.
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