Enlight Media(SZ:300251) Xin Lang Cai Jing·2026-02-10 03:33Core Viewpoint - The significant increase in stock price of Light Media is attributed to strong earnings growth, successful film box office performance, and diversification of business operations [2] Group 1: Earnings Performance - Light Media's 2025 annual earnings forecast indicates a net profit attributable to shareholders ranging from 150,000 million to 190,000 million yuan, representing a year-on-year growth of 413.67% to 550.65% [2] - The non-recurring net profit is expected to grow by 483.25% to 647.09%, highlighting the company's strong financial performance [2] Group 2: Film Box Office Contribution - The company participated in several high-grossing films, including "Nezha: The Devil's Child," contributing to a national box office increase of 21.95% year-on-year [2] - Upcoming films such as "Racing Life 3," "Silent Awakening," and "Panda Plan: Tribe Adventure" are set to release on the first day of the Lunar New Year, with high market expectations for their box office performance [2] Group 3: Business Diversification - Light Media is actively expanding into high-growth sectors such as catering services, online cultural operations, and internet information services, transitioning towards becoming an "IP creator and operator" [2] - The establishment of specialized committees and the cancellation of the supervisory board are aimed at improving decision-making efficiency, which is beneficial for the company's long-term development [2] Group 4: Market Trends and Technical Analysis - The cultural media sector has shown signs of capital inflow, with some stocks in the sector experiencing simultaneous increases, indicating a sector-wide positive sentiment [2] - Technical indicators suggest that if the MACD forms a golden cross and the stock price breaks through key resistance levels, it may attract technical investors [2]