---
title: "CITIC Securities: Film theaters and IP await blockbuster content, diversified business layout"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/285698694.md"
description: "CITIC Securities pointed out in its latest research report that the film and television box office and IP industry is expected to improve performance by 2025, driven by blockbuster content such as \"Ne Zha.\" However, in the first quarter of 2026, performance is expected to decline year-on-year due to a high base and a content gap. Looking ahead, leading companies will leverage their content IP and cinema asset advantages to diversify their business layout, aiming to enhance medium- to long-term growth potential and performance resilience"
datetime: "2026-05-08T07:29:10.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/285698694.md)
  - [en](https://longbridge.com/en/news/285698694.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/285698694.md)
---

# CITIC Securities: Film theaters and IP await blockbuster content, diversified business layout

On May 8th, CITIC Securities' latest research report pointed out that in 2025, companies in the film and television box office and IP industry will benefit from the recovery of the market driven by blockbuster content such as "Ne Zha" and show improved performance year-on-year. Entering 1Q26, performance declined year-on-year due to high base effects and a gap in blockbuster content. Looking ahead, leading companies in the film and television industry are diversifying their layouts around their accumulated content IP advantages and cinema asset advantages, exploring diversified business layouts through IP licensing, strategic investments in brands, and self-developed products, creating multiple growth paths while enhancing medium to long-term business growth potential, resulting in performance elasticity

### Related Stocks

- [300251.CN](https://longbridge.com/en/quote/300251.CN.md)
- [IQ.US](https://longbridge.com/en/quote/IQ.US.md)
- [TCTZF.US](https://longbridge.com/en/quote/TCTZF.US.md)
- [600977.CN](https://longbridge.com/en/quote/600977.CN.md)
- [002739.CN](https://longbridge.com/en/quote/002739.CN.md)
- [09857.HK](https://longbridge.com/en/quote/09857.HK.md)
- [601599.CN](https://longbridge.com/en/quote/601599.CN.md)
- [300027.CN](https://longbridge.com/en/quote/300027.CN.md)
- [01060.HK](https://longbridge.com/en/quote/01060.HK.md)
- [YINN.US](https://longbridge.com/en/quote/YINN.US.md)
- [159855.CN](https://longbridge.com/en/quote/159855.CN.md)
- [517770.CN](https://longbridge.com/en/quote/517770.CN.md)
- [159869.CN](https://longbridge.com/en/quote/159869.CN.md)
- [159805.CN](https://longbridge.com/en/quote/159805.CN.md)
- [512980.CN](https://longbridge.com/en/quote/512980.CN.md)
- [516190.CN](https://longbridge.com/en/quote/516190.CN.md)
- [516010.CN](https://longbridge.com/en/quote/516010.CN.md)
- [516620.CN](https://longbridge.com/en/quote/516620.CN.md)
- [600030.CN](https://longbridge.com/en/quote/600030.CN.md)
- [06030.HK](https://longbridge.com/en/quote/06030.HK.md)

## Related News & Research

- [Asian streaming services go big on microdramas and AI content](https://longbridge.com/en/news/291021284.md)
- [China's Momenta plans to launch Hong Kong IPO next week, source says](https://longbridge.com/en/news/290529996.md)
- [Value Capture in the Margin: From Infrastructure Monopolies to Application Friction](https://longbridge.com/en/news/290671440.md)
- [Tencent tests AI assistant in China's most popular app as it looks to catch up with rivals](https://longbridge.com/en/news/290422930.md)
- [Meta's $2B Manus AI Deal May Be Reversed by China, Raising Fresh Risk for META Stock](https://longbridge.com/en/news/290212240.md)