China’s IP economic concept stocks rallied sharply on Wednesday, with Chuangyuan Co. (300703) and Jinyun Laser (300220) surging over 10%, while Qujiang Cultural Tourism (600706) and Guangdong Media (002181) hit the 10% daily limit. Deyi Cultural & Creative (300640) and Yuanlong Yatu (002878) also posted strong gains, reflecting growing investor interest in intellectual property-driven business models.
The sector’s momentum stems from policy tailwinds supporting China’s cultural and creative industries, particularly in digital content licensing and tourism IP development. Analysts note summer tourism demand and expanding media monetization are driving near-term optimism.
While the rally shows confidence in IP commercialization potential, sustainability hinges on Q3 earnings validation of these growth narratives. The outperformance of tourism-linked IP plays like Qujiang highlights the sector’s diversification beyond traditional media.
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