Mango Excellent Media Co.Ltd(300413) 's ace variety "sister riding the wind and waves" set off an Internet heat wave after the third season was broadcast last Friday, which triggered a whole network discussion. The participating sisters repeatedly boarded the microblog hot search list.
At the same time, Mango Excellent Media Co.Ltd(300413) 's stock bar is also boiling! Many of Wang Xinling's fans shouted at the stock bar: "you have one hand, I have one hand, sweetheart, the master twisted on the stage", and one after another said that they would buy Mango Excellent Media Co.Ltd(300413) of the stock for Wang XinlingP align = "center" source: Guba
Langjie has another upsurge
Last Friday, after the third season of "sister riding the wind and waves" was broadcast, the appearance of many sisters recalled the youth memories of countless netizens, especially Wang Xinling, who is known as the "sweetheart leader".
Wang Xinling recalled countless memories of the post-80s and 90s with a song "love you", and also exploded a group of middle-aged male fans. According to the statistics of netizens, Wang Xinling's sister riding the wind and waves had 7.3 million videos on the first stageP align = "center" Image Source: microblog
Mango Excellent Media Co.Ltd(300413) 's stock bar is also boiling. Many investors said they would buy Mango Excellent Media Co.Ltd(300413) 's shares for the sake of "sweetheart leader". In fact, when the first season of "sister riding the wind and waves" was launched, the popularity of the program triggered a rise in the company's stock on the day of the launch, and once hit the daily limit, helping the market value of Mango Excellent Media Co.Ltd(300413) station reach 100 billion.
Southwest Securities Co.Ltd(600369) said that the volume of the first day of the third season of "sister riding the wind and waves" was 136 million on May 20, and the market share of positive films on the first day was 36.3%, both of which were higher than sister 1 (122 million; 13.8%) and sister 2 (121 million; 18.3%); Sister 3 has been broadcast for three days, with a cumulative broadcast volume of 410 million. Sister 1 and 2 have a cumulative broadcast volume of 370 million and 390 million respectively in the first three days, indicating that the company's integrated N-generation iterative innovation ability is leading.
Southwest Securities Co.Ltd(600369) believes that, on the one hand, Mango Excellent Media Co.Ltd(300413) integrated generation n has popular IP and successful program endorsement in previous periods, which has more advantages in attracting viewers and advertising investment; On the other hand, the high broadcast volume of integrated generation n provides the groundwork for a series of peripheral activities such as extended variety show to generate income.
join hands with Hunan Satellite TV to launch the dual platform integration strategy
In fact, "sister riding the wind and waves" is just one of the trump variety shows of Mango Excellent Media Co.Ltd(300413) strong return. Recently, at the Hunan Satellite TV & Mango TV new ecology appreciation meeting, Hunan Satellite TV and mango TV launched a dual platform integration ceremony with the moral of "1 + 1 = King fried"P align = "center" Image Source: provided by the company
It is reported that the dual platform integration fleet has assembled, with a total of 48 self-made variety production teams, 29 film and television production teams and 34 new mang plan strategic studios, built China's largest content production think tank and built a systematic content production system for the platform.
Among them, in terms of variety, two satellite TV ace programs "Hello, Saturday Co.Ltd(002291) " and "every day up" have been upgraded; Ace producer Zhang Yibei brought the first youth culture cultivation variety show "beautiful years Internet Society"; The mang series reasoning program has been opened up in the whole line. The ace producer Yan Ji has joined hands with the four new and old IP aggregation of "big detective", "big escape from the chamber of secrets", "women's reasoning society" and "the beginning of reasoning", and continued to make efforts to confuse the track; "Flowers and youth", "Chinese restaurant", "wife's romantic trip", "time concert", "night in Tai Wan Chai" and other comprehensive n generations will also return strongly.
Wan Lin, the person in charge of advertising and marketing of dual platforms, said that on the one hand, the integration of dual platforms will build a more comprehensive marketing ecology and build the only platform in the market to truly realize the connection of network resources by relying on network exposure resources, Xiaomang e-commerce transformation resources, Fengmang short video social communication resources and mutual entertainment private domain. On the other hand, the network has the most powerful program production center in the market, and meets the marketing demands of various brands with super content productivity.
"After the integration, the dual platform ports will converge to form a super user pool, form the strongest hard and wide delivery position, realize the two-way combined delivery on media terminals and user terminals, and ensure full coverage and accurate access." Wan Lin said.
break the game and explore new increment
According to the first quarterly report, Mango Excellent Media Co.Ltd(300413) 2022 achieved an operating revenue of 3.124 billion yuan in the first quarter, a year-on-year decrease of 22.08%; The net profit attributable to the parent company was 507 million yuan, a year-on-year decrease of 34.39%.
On the one hand, due to the sharp decline of the company's net revenue in the second quarter of last year and the rise of the company's advertising revenue in the same period, the company said that on the one hand, due to the sharp decline of the company's net revenue in the second quarter of last year; On the other hand, the repeated epidemic in the first quarter of this year delayed the recording of several key variety shows such as "sound without rest", affecting the rhythm of content scheduling.
Southwest Securities Co.Ltd(600369) released a research report, which pointed out that driven by popular programs, Mango Excellent Media Co.Ltd(300413) second quarter and the second half of the year will see a reversal of performance.
Southwest Securities Co.Ltd(600369) believes that some of the variety shows launched in the first quarter of last year will be postponed to the second quarter of this year. In addition to the on-line "sound generation", "sister 3 riding the wind and waves" and "yearning for life 6", there are also "flowers and teenagers" and "wife's romantic travel 6" to be launched; In the third quarter, there were also popular IP programs such as "brother 2" and "escape from the chamber of secrets". The investment attraction of variety ads to be launched has been basically completed, and Mango Excellent Media Co.Ltd(300413) the second quarter and the second half of the year will see a reversal of performance.
While making efforts in the traditional business sector, Mango Excellent Media Co.Ltd(300413) is also exploring new performance growth points this year. In March, Mango Excellent Media Co.Ltd(300413) officially built and launched a digital collection platform based on the light chain, and launched digital collections such as "Mango cub" and "Shangshi" character commemorative cards. When online, it will be empty in seconds, and the water test effect is considerable. The company said on the interactive platform that in the future, the company will combine mango high-quality IP and build mango TV meta universe with series products.
According to the analysis of insiders, on the one hand, based on the attribute that the entertainment media industry is close to the public, the digital collections in the entertainment sector have higher acceptance and are easier to be recognized by consumers. On the other hand, classic IP digital collections can also feed the content industry itself, enhance the viscosity between film and television IP and the audience, and let film and television IP have more circulation space.
