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The Spring Festival season is approaching! Hong Kong stock movie shares are rising in response, ali pictures has increased by over 5%.
① What measures has the government implemented to boost consumer spending in the film industry? ② How do the institutions view the film market in 2025?
Market Update | Movie concept stocks continue to heat up, maoyan ent rises over 8% leading the charge, with films for the 2025 Spring Festival gradually being scheduled.
The concept stocks of movies continue to gain popularity.
Huajin Securities: The IP industry steadily improves and promotes the development of various links in the industry chain.
With the diversification of media channels, the increasing number of diverse small IPs and subculture IPs, IP that is shorter, faster, and more emotionally direct has become a new preference.
CSC: Global AI video collective acceleration, firmly bullish on the media industry's market trend in the fourth quarter of this year.
In-depth review of the performance of the media sector in the fourth quarter of the past five years, the driving points of the media market include the trend of shenzhen new industries biomedical engineering, sector undervaluation, and expectations of performance improvement.
China International Capital Corporation: During the National Day holiday, various consumer data saw a significant year-on-year growth. Categories such as household appliances, gold, and jewelry showed impressive performance.
In 2024, the consumer data for the "Golden Week" have been successively released. Overall, with the strong support of national policies to promote consumption and stabilize the economy, various consumption data during the Golden Week have shown significant year-on-year growth, and also improved compared to the previous period.
SHAW BROTHERS: INTERIM REPORT 2024