Film and Cinema Concept Stocks Welcome National Day Dividend! Over 10 Films Scheduled for Release Plus One Extra Holiday Day - 16 Core Stocks to Share the Benefits

Deep News09-12

1. Wanda Film Holding Co.,Ltd. (002739.SZ) 🎥 Leading domestic cinema chain with full industry chain layout, operating over 700 theaters nationwide with a 15% market share. Controls China Film Share and co-invests in popular films such as "Tang Detective 1900". High-end strategy showing significant results, with CINITY laser halls achieving 40% coverage and industry-leading IMAX screen count, boosting per-customer spending. Actively expanding derivative business, partnering with 52TOYS for blind box themed stores, with non-ticketing revenue exceeding 30%.

2. Beijing Enlight Media Co.,Ltd. (300251.SZ) 🎥 Core content production company covering full industry chain including films, animation, and derivatives. Main investor in 2025 Spring Festival film "Ne Zha: The Devil Child's Adventure in East Sea" with box office exceeding 8.2 billion yuan, becoming a benchmark for domestic animation. Company has substantial premium IP reserves, with Coloroom Pictures controlling 70% of domestic animation production capacity. First three quarters of 2024 revenue increased 53.37% year-over-year, with net profit of 461 million yuan, demonstrating leading profitability.

3. China Film Group Co.,Ltd. (600977.SH) 📺 Full industry chain layout with important positions in film production, distribution, and exhibition. Leading distributor of multiple Spring Festival films including "The Legend of the Condor Heroes: The Great Hero". First three quarters 2024 net profit of 216 million yuan, cinema screen market share reaching 26.95%. With strong resource integration capabilities and market influence, maintains leading industry position.

4. Hengdian Entertainment Co.,Ltd. (603103.SH) 📺 Focused on cinema chains and content investment with significant advantages in third and fourth-tier cities. Produced films including "Operation Red Sea" and "Better Days". High proportion of directly-operated cinemas. Despite some decline in net profit for first three quarters 2024, company's unique market positioning and extensive channel layout position it well for National Day period and future market performance.

5. Bona Film Group Co.,Ltd. (001330.SZ) 📺 Full industry chain film group with rich experience in mainstream film production. Main investor in Spring Festival film "Operation Leviathan" with box office exceeding 5 billion yuan and 100% policy approval rate. Plans to release multiple main investment projects in 2025. Despite previous losses, technical analysis shows MACD red bars expanding with short-term moving averages in bullish alignment, indicating investment potential.

6. Huayi Brothers Media Corporation (300027.SZ) 📺 Veteran film company with abundant film resources and numerous well-known IPs, participating in investment and production of numerous classic film and TV works. In recent years, actively exploring new business models such as immersive entertainment, gradually achieving diversified development. Despite facing challenges, maintains development potential through deep industry foundation and brand influence.

7. Guangzhou Jinyi Media Corporation (002905.SZ) 📺 Southern cinema chain leader with over 20% market share in South China. Operates the most MX4D motion theaters nationwide, achieving differentiated competition through VR projection technology with 30% ticket price premium. Adopts franchise model for asset-light expansion, improving profit margin to 25%. Turned profitable in first half 2025 with net profit of 32.37 million yuan and 11.6% year-over-year increase in directly-operated cinema box office, showing positive development momentum.

8. Omnijoi Media Corporation (300528.SZ) 📺 State-owned regional leader controlling Jiangsu Province's largest cinema chain, maintaining first place market share in Jiangsu for ten consecutive years, benefiting from policy resource advantages. Dual-wheel drive of content and channels, main investor and controller of multiple films including summer hit "Nanjing Photo Studio" with both box office and critical success, and co-investor in mainstream films like "The Volunteers". Actively expanding into micro-short drama segment, exploring new profit models.

9. Shanghai Film Co.,Ltd. (601595.SH) 📺 Owns numerous prime location cinema resources in first and second-tier cities, occupying quality market positions. Company actively advancing "AI + short drama" pan-entertainment layout, leveraging 60 classic IP libraries for diversified development, continuously expanding business boundaries and enhancing market competitiveness.

10. H&R Century Union Corporation (000892.SZ) 📺 Owns adaptation rights to over 40 IPs with artists bringing inherent traffic, maintaining advantages in film and TV production. Through development of quality IPs and artist cultivation, created series of popular film and TV works, forming unique brand image in the market.

11. Mango Excellent Media Co.,Ltd. (300413.SZ) 📺 TV-online integration benchmark with over 70% self-produced content ratio, creating hit series including "Young Blood" franchise. Mango E-commerce achieves "content-consumption" closed loop, with 2023 membership revenue of 4.2 billion yuan, up 28% year-over-year, and variety show derivative repurchase rate reaching 45%. Additionally, partnering with Douyin to reserve over 100 short dramas, backed by Hunan Broadcasting System resources, showing broad development prospects.

12. Zhejiang Huace Film&Tv Co.,Ltd. (300133.SZ) 📺 Dual-wheel drive of series and films, with first half 2025 revenue of 790 million yuan, up 115% year-over-year. "Kill Mobile 2" scheduled for National Day release, with controlled projects "Wild Times" and "A Step into the Past" also set for release within the year. Actively embracing AI technology with AI scriptwriting system improving efficiency by 30%, short drama monthly production capacity reaching 20 episodes, overseas revenue growing 28%, demonstrating strong development vitality.

13. Beijing Jingxi Culture&Tourism Co.,Ltd. (000802.SZ) 📺 Participated in investment and production of multiple influential film and TV works including "Wolf Warrior 2" and "Dying to Survive". Company focuses on content innovation and quality IP development, maintaining high visibility and market share in the film industry. Despite facing operational challenges, remains noteworthy through past successful experience and quality project reserves.

14. Cultural Investment Holdings Co.,Ltd. (600715.SH) 📺 Business covering film investment, production, distribution, and cinema operations, creating full industry chain layout through resource integration. Participated in investment of numerous film and TV works while owning cinema chain resources, maintaining competitive advantage in the market.

15. Zhewen Pictures Group Co.,Ltd. (601599.SH) 📺 Primarily engaged in film production, distribution, and apparel business. In film segment, company continuously improves production standards, launching series of film and TV works. Through industry chain resource integration, achieves synergistic development and enhances overall company profitability.

16. Zhejiang Huazhi Digital Media Co., Ltd. (300426.SZ) 📺 Focused on film investment, production, distribution, and derivative business, participating in production of multiple well-known film and TV series. Company emphasizes work quality and innovation, continuously optimizing business structure and improving production standards to maintain market position in the film industry.

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