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CICC: Performance of film content companies was varied in the first quarter, and the box office performance during the May Day holiday may be relatively flat.
In Q1 2025, due to the year-on-year growth of the Large Cap box office, revenue and profits of film investment companies increased year-on-year, while content companies experienced performance differentiation due to varying box office results of their projects.
"Nezha 2" is a hit, Beijing Enlight Media's Q1 Net income surged by 375% year-on-year | Insights from Earnings Reports
Beijing Enlight Media's 2024 revenue increased by 2.58% year-on-year, but net income attributable to shareholders declined by 30.11%. The film sector remains the main revenue contributor, accounting for 71.2%, but has decreased by 12.22% year-on-year, with reasons including a high dependence on the single blockbuster "The 20th Article" and average performance of other films. The company's Q1 2025 performance surged, with "Ne Zha's Devil Child Dances the Sea" contributing strong box office results, resulting in a profit growth of 375%.
Beijing Enlight Media (300251.SZ) released its performance for 2024, with a net income of 0.292 billion yuan, a decrease of 30.11%.
Beijing Enlight Media (300251.SZ) released its annual report for 2024, and the company's revenue was 1.586 billion...
Light Media: 2024 Annual Report Summary
Light Media: 2024 Annual Report
Light Media: Report for the first quarter of 2025
香菜 : Reached the top already.
impartial Gull_iuf OP 香菜 : the movie is going to 170 mil
152413820 : It doesn't matter if the movie reaches 20 billion, it's already at its limit.
impartial Gull_iuf OP : oic.... any share to recommend?

105574132 : Is it possible to short it now.
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