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Founder Securities: The film and television sector benefits from AI-driven cost reduction and efficiency gains; AI animated dramas offer 'strong technical adaptability and a clear IP monetization pathway.'
The firm recommends focusing on two types of stocks: those related to the film and television sector, and those associated with the AI‑animated series concept.
Jiecheng Co., Ltd.: First Quarter Report for 2026
Jiecheng Co., Ltd.: 2025 Annual Report
Jiecheng Co., Ltd.: Summary of the 2025 Annual Report
Guosen Securities: Continued optimism for AI applications and IP-driven collectibles, seizing the opportunity for a bottom rebound in the gaming sector.
The Spring Festival box office was relatively subdued, but the popularity of anime and AI-generated live-action adaptations surged.
Presale box office revenue for the 2026 Spring Festival movie season surpasses 100 million yuan.
① As of 16:30 on February 10, the total presale box office revenue for the 2026 Spring Festival films has surpassed 100 million yuan. "Pegasus 3" leads with 34.9839 million yuan in presale box office revenue, followed by "Awakening" and "The镖人" in second and third place respectively; ② In the secondary market, the film and television sector surged strongly today, with multiple stocks hitting the daily price limit.