300251 Beijing Enlight Media
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Beijing Enlight Media News
Optical Media (300251.SZ) plans to pay 0.7 yuan for 10 shares to be deducted from interest on May 29
Zhitong Finance App News, Optical Media (300251.SZ) announced that the company's 2023 equity distribution plan: cash dividend of RMB 0.70 (tax included) for every 10 shares. The ex-dividend date is May 29, 2024.
Galaxy Securities: The overall growth in media performance in '23 is clearly optimistic about the growth potential of high-quality companies under major industry trends
The media industry's cash flow improved significantly throughout 2023, with a certain increase in net operating cash flow and the ratio of net operating cash flow to revenue.
Guojin Securities: Risk appetite is expected to shift at the end of the performance period, and the media industry suggests focusing on investment opportunities in three directions
As the performance period comes to an end, risk appetite is expected to shift to the media industry. It is recommended to focus on three directions.
Optical Media (300251.SZ) reported first-quarter results, net profit of 425 million yuan, a year-on-year surge of 248.01%
Optical Media (300251.SZ) released its report for the first quarter of 2024, with revenue of 1.07 billion yuan, the same...
China Merchants Securities: “AI+IP” — a water seller under the multi-modality of AI
As a commercialization and extension of content creation, the application of multi-modal models such as AI-generated video is expected to play a huge role in the field of IP content generation across categories, expanding the incremental space for IP monetization and accelerating the commercialization of IP.
Optical Media (300251.SZ): At the upcoming GTC2024 conference, the participating company Qiwei Technology will mainly showcase the two technologies of mirror storyboard generation and 2.5D scene environment generation
Gelonghui March 14 丨 Some investors asked Optical Media (300251.SZ) on the investor interactive platform, “Qiwei Technology was invited to participate in the GTC conference this time. Is generative AI technology sharing sharing the ViStoryboard artificial intelligence storyboard software? Does Qiwei Technology currently have a partnership with Nvidia?” The company replied that at the upcoming GTC2024 conference, the company's participating company Qiwei Technology will mainly showcase the two technologies of segmented storyboard generation and 2.5D scene environment generation. Split storyboard generation is mainly used in film and television animation, advertising shooting, creative videos,
Optical Media (300251.SZ): Participating company Qiwei Technology currently provides virtual reality products including digital human technology
Gelonghui March 14 丨 An investor asked Optical Media (300251.SZ) on the investor interactive platform, “Does the company's seven-dimensional technology have virtual digital human technology?” The company replied that the virtual reality products currently provided by the company's shareholding company Qiwei Technology include digital human technology.
Light Media (300251.SZ): The participating film “Grass and Trees” will be screened on April 3, 2024
GLONGHUI March 14 丨 Some investors asked Lightline Media (300251.SZ) on the Investor Interactive Platform, “LightMedia's 2024 New Film Screening Plan?” The company replied that the film “Article 20”, which was mainly invested and distributed by the company, is loved by the audience. The long-tail effect is obvious. It has garnered more than 2.3 billion yuan in box office and is currently being screened; the film “Grass Man”, which the company participated in, will be screened on April 3, 2024; the live-action film projects that the company has already prepared, such as “Sweep the Black, Never Give Up” (formerly “Sweep the Clouds and See the Sun”), “Invisible Man”, and “Her Little Pear Vortex” are expected to be released this year
Light Media (300251.SZ): “Nacha's Demon Boy Naohai” is expected to be screened within this year. The exact schedule is yet to be determined
On March 14, Gelonghui Media (300251.SZ) said on the investor interactive platform that “Nacha: The Devil Waves the Sea” is expected to be screened within this year, and the exact schedule is yet to be determined. In addition, the film “Grass and Trees”, which the company participated in, will be screened on April 3, 2024, and “Fight Black: Never Give Up” (formerly known as “Sweep Black · Raid the Clouds and See the Sun”), “Invisible Man”, “Her Little Pear Vortex”, and “Xiao Qian” are also expected to be screened within this year. At the same time, the company has many other projects in progress, and will arrange an appropriate screening schedule according to the market and approval situation. Products for movies and TV series that the company will launch in 2025
Light Media (300251.SZ): In terms of real people and animation, we have each stocked a short drama with classical Chinese classics as the subject, which may be a thousand episodes long
Gelonghui, March 14: An investor asked Optical Media (300251.SZ) on the investor interactive platform, “What progress has the company made in skits?” The company replied that in terms of real people and animation, the company has each prepared a short drama with classical Chinese classics as the theme, which may be 1,000 episodes long, and is currently in the early stages of preparation.
Galaxy Securities: AI technology and overseas catalysts focus on overseas investment opportunities to map the AI industry chain
Google releases basic world model Genie
Light Media (300251.SZ): Existing live-action film projects such as “Fight Black: Never Give Up”, “Invisible Man”, “Grass Trees on Earth”, and “Her Little Pear Vortex” are expected to be screened within the year
Gelonghui, Feb. 23丨An investor asked Optical Media (300251.SZ) on the investor interactive platform, “What movies are scheduled to be screened during this year's summer program? Also, what are the company's new developments in the direction of skits and ultra-short dramas?” The company replied that the live-action film projects that the company has already prepared, such as “Sweep the Black, Never Give Up” (formerly known as “Sweep the Clouds and See the Sun”), “The Invisible Man,” “The Grass Is on Earth,” and “Her Little Pear Vortex” are expected to be screened within the year; in terms of animated films, “Nezha's Magic Boy Sails to the Sea” and “Xiao Qian” are expected to be screened within the year. At the same time, the company still has many other projects
Guohai Securities '24 Spring Festival Review: Box Office Record High, Film Quality Improves, Sinks, Market Performance Is Excellent
According to Cat's Eye, 2024 Spring Festival movies grossed 8,016 billion yuan, breaking the record.
Galaxy Securities: Wensheng's video tools have broad application prospects, and related industry supply is expected to open a new era
Wensheng video model Sora launched
Huajin Securities: The Spring Festival program sets new records in film history, word-of-mouth and strong box office recovery
Multiple data refresh history
Galaxy Securities: The Spring Festival box office performance is impressive, and the film industry is recovering and the development trend is unchanged. It is recommended to focus on leading companies in the entire industry chain
Galaxy Securities believes that the recovery and development trend of the film industry will not change in 2024, and that the continued improvement of both supply and demand will provide sufficient upward impetus for the film market. The outstanding performance of the Spring Festival program this time will play a catalytic role in this regard.
Dongwu Securities: Demand for watching movies during the Spring Festival continues to be released, and the industry is expected to continue its strong recovery trend
The longest Spring Festival box office ended at 8.51 billion yuan, setting a new record in film history.
CICC: Spring Festival box office and attendance reached record highs, optimistic about leading movies, participants, Maogan Entertainment, etc.
CICC released a research report stating that it is optimistic about leading Spring Festival film participants Fang Yuewen Group (00772) (“Hot Rolling Hot” produced by Xinli Media), Alibaba Pictures (01060) (participating in the production and distribution of “Hot and Hot Hot”), Optical Media (300251.SZ) (producing and distributing “Section 20”), and Maoyan Entertainment (01896) (participating in the production and publication of “Flying Fast Life 2”), and it is recommended to follow Wanda Films (0039.27SZ), Chinese Film (Horizontal) Store Video (603103.SH) 600977.SH , Shanghai Film (6015)
Galaxy Securities: The movie market continues to recover, and the pre-sale performance of the Spring Festival program is outstanding
On the afternoon of February 1, the 2024 Spring Festival pre-sale box office broke 100 million, the fastest in the past three years.
Northeast Securities: Comedy themes dominate Spring Festival pre-sales, and market potential can be expected
The market range is expected to reach 66.3-7.42 billion yuan.
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