研報掘金丨東興證券:芒果超媒內容自制能力優勢穩固,維持“強烈推薦”評級
東興證券22日研報指出,互聯網視頻收入同比略微下滑,芒果超媒(300413.SZ)下半年廣吿及會員收入預計邊際向好。2023年公司業績有望隨着廣吿環境好轉及主動調整內容製作和內容電商業務而回暖,維持“強烈推薦”評級。目前,芒果 TV和湖南衞視共有48個節目自制團隊、22個影視自制團隊和36家“新芒計劃”戰略工作室,是全國規模最大的長視頻內容生產基地。上半年,芒果TV上線39檔各類綜藝節目,《乘風 2023》《聲生不息·寶島季》《大偵探第八季》《女子推理社》等8檔節目,入選2023年上半年網絡綜藝有效播放TOP20(雲合數據);上線劇集64部,其中重點影視劇19部、“大芒計劃”微短劇45部。另外,公司近期公吿擬以自有資金現金收購金鷹卡通100%股權,補全少兒內容板塊,進一步增強公司內容產品矩陣。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.