CICC published a 3Q26 long-video sector note showing top-20 drama effective plays down 27% YoY to 10.6bn and top-20 variety plays down 17% YoY to 3.3bn, while platforms shift toward refined operations and AI-generated long-form content.
CICC maintains earnings forecasts, ratings and target prices, recommending Mango Super Media and highlighting AI film/TV progress as a key catalyst for leading platforms.
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