Enlight Media(SZ:300251) 2 1 Shi Ji Jing Ji Bao Dao·2025-04-23 00:48Group 1 - The core significance of "Nezha 2" for Light Chaser Animation is highlighted by its substantial profits, with Q1 revenue reaching 2.975 billion yuan, a year-on-year increase of 177.87%, and net profit of 2.016 billion yuan, up 374.79% [1] - The film "Nezha 2" has achieved a historic box office performance, surpassing 15.256 billion yuan, ranking fifth in global box office history [1] - Light Chaser Animation's 2024 performance was significantly lower, with revenue of 1.586 billion yuan, a growth of only 2.58%, and a net profit of 292 million yuan, down 30.11% [1] Group 2 - Light Chaser Animation is undergoing a strategic transformation from a "high-end content provider" to an "IP creator and operator," focusing more on animated films [2] - The company is building a professional IP operation team and planning to expand into various fields such as gaming, card games, and theme parks through self-development and strategic investments [2] Group 3 - Despite the success of "Nezha 2," the capital market's reaction has been lukewarm, with the stock price dropping 9.23% to 20.46 yuan per share on April 22, down from a high of 41.68 yuan on February 21 [4] - The film market is experiencing volatility, with a 55.1% year-on-year drop in box office during the Qingming Festival and a 22.6% decline in total annual box office in 2024 compared to 2023 [5][6] Group 4 - Light Chaser Animation aims to become a company similar to Disney, taking initial steps towards this goal [3][7]