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国信证券4月24日发布研报称,给予光线传媒(300251.SZ)买入评级。评级理由主要包括:1)公司2023年及2024年第一季度收入利润持续高增长;2)票房景气带动毛利率提升,费用率下降5.6个百分点;3)电影行业景气度高,公司影视剧业务表现亮眼;4)2024年内容储备丰富,《小倩》《哪吒》等有望持续带动业绩增长。(每日经济新闻)

Guoxin Securities released a research report on April 24 stating that it gave Optical Media (300251.SZ) a purchase rating. The main reasons for the rating include: 1) the company's revenue and profit continued to grow in the first quarter of 2023 and 2024

Zhitong Finance ·  Apr 24 18:48
Guoxin Securities released a research report on April 24 stating that it gave Optical Media (300251.SZ) a purchase rating. The main reasons for the rating include: 1) the company's revenue and profit continued to grow in the first quarter of 2023 and 2024; 2) the box office boom led to an increase in gross margin, and the expense ratio decreased by 5.6 percentage points; 3) the film industry is booming, and the company's film and TV drama business has performed well; 4) 2024 is rich in content reserves, and “Nana” is expected to continue to drive performance growth. (Mainichi Keizai Shimbun)

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