MAOYAN ENT (01896) surged more than 5%, reaching HK$7.08 by the time of writing, with a trading volume of HK$78.732 million. The rally follows the official announcement on November 3 that the film "Demon Slayer: Infinity Castle Arc – Chapter 1: Akaza's Revenge" will premiere in mainland China on November 14. The movie has already sparked a global box office frenzy since its international release, becoming Japan's highest-grossing film worldwide and ranking among the top five globally in 2025. According to MAOYAN's professional data, the film set a new record for daily "want-to-watch" additions on the platform, exceeding 142,000 for animated films.

Changjiang Securities previously noted that while the company achieved revenue growth, the broader market remains sluggish, emphasizing the need to monitor film performance in the second half of the year. With successful self-distributed projects like "The Little Mountain Monster" and "Raccoon Dog: Black & White 2" during the summer season, along with a slate of upcoming releases, MAOYAN ENT could potentially recover overall profitability. CICC recommends keeping an eye on box office performance, particularly for major year-end imported films, as a key driver for future growth.