研報掘金丨申萬宏源研究:芒果超媒23年快報符合預吿,積極落實“質量回報雙提升”
申萬宏源研究指出,芒果超媒(300413.SZ)23年快報符合預吿,積極落實“質量回報雙提升”,繼續堅持優秀公司治理,不斷優化投資者回報機制等。公司創新影視劇團隊組織架構和激勵機制,成立劇類評估品控中心,推行超級工作室,推出“新芒S 計劃”和影視劇超級合夥人制度;與抖音達成短劇合作。根據公司公吿,24年公司儲備超80部影視劇、100部微短劇。《江河日上》等重點劇集陸續開播。近期,“芒果TV-Vision”正式上架AppStore,成為國內長視頻行業首個蘋果Vision Pro頭顯設備專屬原生應用。芒果TV製作的AI動態漫畫在湖南衞視播出。AI 技術快速迭代,有望持續形成催化。維持“買入”評級。
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