DAMAI ENT (01060) surged over 5%, rising 5.05% to HK$1.04 with trading volume reaching HK$301 million as of press time.

According to market sources, China Merchants Securities highlighted that DAMAI ENT's business covers the entire industry chain including film production and distribution, live entertainment and ticketing, IP licensing and derivatives, as well as drama series and artist management, forming an ecosystem of "content production - marketing and distribution services - commercial derivatives - technological innovation." The company has cumulatively served over 150 million audience members across diversified entertainment sectors including film, music, theater, exhibitions, and sports. Its subsidiary AliYu ranks among the world's top 11 licensing agencies and has built an IP portfolio covering from premium to lightweight intellectual properties.

Huachuang Securities believes that tariff impacts on the media and internet sector may only create short-term emotional pressure on assets, suggesting no need for excessive pessimism. The firm prioritizes defensive sectors including publishing, large-cap stocks at low valuations, and Hong Kong-listed domestic demand concepts. The brokerage recommends focusing on IP derivative sectors that are primarily domestic demand-driven or competitive through scarce IP resources, with DAMAI ENT positioned as a key beneficiary of the domestic live entertainment boom and strong domestic IP market sentiment.