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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.
Ping An Securities: The supply side of the movie theater line sector is gradually recovering, and the gaming sector may usher in a new round of product cycle.
With the encouragement and support of national policies, the supply of game and IP reserve products is sufficient, and the gaming sector may usher in a new product cycle.
LAJIN ENT: INTERIM REPORT 2024
Lajin Ent (08172.HK) experienced a 63.7% year-on-year decline in revenue in the first half of the year and suffered a net loss of HKD 10.14 million.
Lajin Ent (08172.HK) released its interim results. For the six months ended June 30, 2024, the revenue was approximately HKD 4.658 million, a decrease of 63.7% compared to the six months ended June 30, 2023. This decrease was mainly due to the decrease in revenue from the group's movies, TV programs, and online content business. The loss attributable to the owners of the parent company for the period was approximately HKD 10.14 million (HKD 5.177 million in 2023).
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