MANGO(SZ:300413) Zheng Quan Shi Bao Wang·2025-08-19 01:01Group 1: Market Performance - The A-share market reached a transaction volume of 2.81 trillion yuan on August 18, marking a new high in nearly 10 months [1] - The Beizheng 50 Index surged by 6.79%, with a year-to-date increase of 51.92%, reaching a historical high [1][2] - Five stocks on the Beizheng Exchange hit the "30cm" limit up, with only five out of 271 stocks declining on the same day [2] Group 2: Industry Insights - The micro-short drama industry is expected to surpass a market size of 1 trillion yuan by 2027, with a projected market size of 505 billion yuan in 2024 [3][4] - The overseas short drama market is also growing, with the first quarter of 2025 seeing revenues exceeding 2.4 billion yuan, led by the US, Japan, and Southeast Asia [3][4] Group 3: Company Developments - A total of 50 A-share companies are involved in the short drama business, with several actively expanding their operations [5] - Companies like Mango Super Media have successfully released multiple short dramas overseas, achieving good broadcasting results [5] - The market capitalization of short drama concept stocks reached 634 billion yuan, with an average increase of 18.84% this year [5][6] Group 4: Institutional Attention - Fourteen short drama concept stocks received positive ratings from five or more institutions, with Mango Super Media receiving the highest number of ratings at 23 [6] - Only three stocks are expected to achieve a net profit growth rate exceeding 20% in the next two years, namely Perfect World, Wanda Film, and Tianyu Shuke [6]