第一创业：晨会纪要-20250212

Group 1: Company Insights - The report highlights that SMIC (Semiconductor Manufacturing International Corporation) expects its Q4 2024 sales revenue to reach $2,207.3 million, representing a 31$163 million, a 160% increase year-over-year, indicating significant improvement in advanced process revenue and profitability [3] Group 2: Industry Trends - The report discusses the strong market performance of the movie "Nezha 2," with box office earnings reaching approximately 9 billion yuan, leading to increased activity in related concept stocks [5] - Light Chaser Animation, as the producer and distributor of "Nezha 2," is identified as a core stock closely tied to the film's performance, impacting both box office and merchandise sales [5] - Other stocks associated with "Nezha 2" are noted to be speculative, with some companies still operating at a loss, raising concerns about their sustainability once the film's popularity wanes [6]