Huaan Securities: Focus on Investment Opportunities in the Short Drama Industry
According to a recent research report from Huaan Securities, the short drama industry is showing potential for healthier business models, presenting investment opportunities for players with content production and platform operation capabilities.
The report highlights that as the industry continues to grow, players who are solely involved in content production may have a lower say in the industry chain. Instead, those with both content production and platform operation capabilities are expected to thrive.
Huaan Securities recommends focusing on investment opportunities in two directions within the short drama industry. Firstly, the report suggests paying attention to the short drama APP platforms, as the business model is expected to become healthier. Platforms such as Tianwei Video and Chinese Online, which already have first-mover advantages, are expected to continue their dominance.
Secondly, the report advises keeping an eye on the role of the short drama APP content reviewer. With the transition to an APP format, the content review work and responsibilities are expected to become heavier. This may lead to collaborations between China Radio and Television Media and Diazhong Technology on a larger scale. Players such as Wasu Media are recommended for attention in this regard.
It’s important to note that Oriental Fortune, the source of this content, publishes it for informational purposes and it does not constitute investment advice. Interested individuals are advised to proceed with their own due diligence and risk assessment.
The research report from Huaan Securities sheds light on the evolving dynamics within the short drama industry and underscores the potential for strategic investment opportunities in the sector.
(Source: Securities Times Network)
Author: Que Fusheng