Recently, "Singer 2024" quickly became popular with unexpected popularity. Mango Super Media, a concept stock closely related to the show, performed well in trading on May 13, 2024, with its stock price rising sharply by more than 12% during the session. Transaction volume surged, with the transaction amount reaching 1.6 billion yuan within half a day, setting a new record since June last year.
In fact, this is not the first time that the popularity of variety shows has driven the rise of Mango Super Media. Previously, "Sister Riding the Wind and Waves 3" also surged in popularity due to Wang Cyndi's participation, and was directly transmitted to Mango's stock price. On May 24, 2022, Mango ChaoMedia's share price once soared nearly 10% during the session, and its market value soared by about 6.6 billion yuan, reaching a new rebound high for the year at that time.
The entertainment media sector has been driven by events in recent years. From a technical perspective, the innovation of AI technology is advancing at an unprecedented speed in the entertainment media field, profoundly changing all aspects of content creation, production, distribution and consumption. In this way, chatgpt, sora, kimi, etc., every technological innovation will directly affect the rise of stock prices. From a content perspective, when high-quality hit content or creative upgrades appear in games, film and television, variety shows, cultural tourism, etc., the popularity of the sector will also increase significantly.
html Starting from May, the first quarter report has been fully disclosed. Until the mid-term report preview begins to be intensively disclosed in early July, the market will enter a two-month performance window period. At present, funds continue to focus on the high dividend sector of Hong Kong stocks, and the A-share market lacks obvious hot spots. So what will entertainment media have to watch in the second quarter? Is it expected to trigger a sustained market trend with the help of technology or content popularity?ai: Pay attention to open ai updates and Apple ai functions
According to openai official news, openai may hold a live broadcast on May 13, Eastern Time, to announce its artificial intelligence-based search product. It is said that the search engine will be based on its chatgpt ai Chatbot Technology This search engine will answer questions and queries through web searches and support search results with citations to relevant literature. This live broadcast of OpenAI may strengthen its leading position in the field of AI and demonstrate its continuous innovation of multi-modal AI technology.
According to reports cited by Jiemian News, Apple is close to reaching an agreement with openai to apply chatgpt on iPhone. The two parties are seeking to finalize the terms of an agreement to use chatgpt functionality in Apple's next-generation iPhone operating system, iOS 18.
CITIC Construction Investment believes that the AI industry continues to accelerate, openAI products will launch new upgrades next week, domestic AI application access continues to hit new highs, and the penetration rate of domestic open source moe models such as deepseek has increased. It is still optimistic about the development of the main line of AI applications.
games: Head products will be launched one after another in late May, pay attention to valuation restoration
According to recent news, from late May to the summer, the game industry is expected to usher in a series of head game products to be launched intensively, which is a great development for the game market. An important time point. These include Tencent’s “DNF Mobile Game” scheduled for 5/21, Clow’s “Ming Chao” scheduled for 5/23, Bili’s “Three Kingdoms: Conquering the World” scheduled for 6/13, MiHoYo’s “Jue Tide” scheduled for 5/23. District Zero" is scheduled to be released in the summer, and NetEase's "Sixteen Tones of Yanyun" is scheduled to be released on July 26.
With the launch of new games, the prosperity of the game sector is expected to rise in the second quarter. Currently, the game sector continues to correct. After a period of adjustment, valuations have returned to a lower level, which is a significant decline from the previous high. This shows that from a historical comparison perspective, the gaming sector may have released some of its risks, and valuation attractiveness has begun to appear.
Video: Mango's "Singer 2014" is more popular than expected, and its popular content may boost consumption
According to data compiled by CITIC Construction Investment and Mango TV data, the first episode of "Singer 2024" had a cvb ratings of 0.44% and a share of 1.84%. Ranked No. 1 among provincial satellite TV stations, 1.4 times higher than the No. 2 provincial satellite TV station during the same period. The csm national network ratings were 0.88, with a share of 4.61%, ranking first among all star channels in the same period. The peak ratings of the first episode of Kuyun were nearly 0.7, and the peak share exceeded 4%. It ranked first in the Provincial Television variety show, and its share was 1.5 times that of the second-place Provincial Television variety show. The peak ratings of Huanwang were nearly 0.8 and the peak share was nearly 5%, both setting the highest ratings for Hunan Satellite TV’s Friday porn variety show this year.
This time "Singer 2024" boldly adopts a new interpretation of "real live, real live broadcast", with 9 cameras for live viewing, and for the first time introduces the format of "domestic singers versus foreign singers", which is full of topics. At the commercial level, Mango TV members can switch live broadcast seats at will, and can participate in the top three predictions. If the prediction is successful, there will be gifts. It is expected that with the support of high popularity, the number of Mango TV members is expected to increase.
The unexpected popularity of "Singer 2014" not only brought direct ratings and advertising revenue to Mango Channel, but also revealed vast opportunities for the entire entertainment media industry in the areas of content innovation, fan economy, and cross-screen interaction. Promote further development and change of the industry.
Film and Television: Pay attention to the reserve of high-quality summer content
According to data released by the National Film Administration, during the May Day period in 2024, the movie box office reached 1.527 billion yuan, with 37.77 million moviegoers. This result exceeded the same period last year, showing The film market has experienced a strong recovery and the audience’s enthusiasm for watching movies has increased.
After May Day, summer movies are coming one after another, with abundant reserves of high-quality films, and the film market is getting better. According to Guotai Junan, in June, starting from the Dragon Boat Festival "I Don't Want to Be Friends with You", the quality and quantity of released films are expected to increase, including "Volleyball Boys!! Junkyard Showdown", "There is a Canteen in the Clouds" ", "Customs Front", "White Snake: The Floating Life", etc. Other films to be determined include "The Legend of the Condor Heroes: The Greatest Hero", "Nezha: The Devil Boy in the Sea", "Jiangyuan Lane", "Dunhuang" "Heroes", "Legends", etc. We are optimistic about the investment opportunities in the content and theater sector brought about by the release of demand during the improvement of film supply in 2024.
Debon Securities believes that from the supply side, the summer schedule is long, movie-watching habits are gradually recovering, and more high-quality films are scheduled during this period. From the demand side, the summer schedule has two main advantages over other schedules: 1) Compared with the shorter holidays, the summer schedule is easier to meet the demand for movie watching and travel at the same time, so the degree of recovery is expected to exceed the previous May Day schedule. 2) Demand from students, teachers and other groups during the holidays drove the recovery of box office on weekdays.
related products:
Entertainment Media ETF (516190) is an on-site ETF tracking the CSI Entertainment Media Index. The index consists of 50 stocks, involving video, live broadcast, games, movies, iptv/ott, digital publishing, digital marketing, and online education. , event performances and other related businesses reflect the overall performance of the culture, entertainment and media theme sectors. The top ten heavyweight stocks in the index include Focus Media, 37 Interactive Entertainment, Mango Super Media, Kunlun Wanwei and other targets.
Data source: CSI Index official website. The above stocks are only examples and not recommendations.
