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概念掘金 | 75亿!暑期档总票房超去年,政策端暖风频吹,行业“困境反转”时刻到来?

Concept Nuggets | 7.5 billion! Summer total box office surpassed last year, policy side warm wind blowing frequently, the industry "dilemma reversal" time to come?

Gelonghui Finance ·  Aug 14, 2022 18:15

According to Weibo Corp, the professional edition of Lighthouse, as of 15:00 on August 14, the total box office of the 2022 summer period (including pre-sale) reached 7.5 billion yuan (including pre-sale), with a total of 24.319 million shows and a total of 193 million people. The total box office of this year's summer vacation has exceeded that of last year's total box office of 7.381 billion.

With the gradual relaxation of the epidemic prevention policy and the opening rate of cinemas exceeding 80%, the impact of the epidemic on the film market is gradually alleviating. At present, the box office in the summer period has exceeded 75%, compared with 7.381 billion yuan in 2021, which shows obvious signs of recovery in the summer period of 2022, among which "alone Moon" is outstanding.

Generally speaking, "alone on the Moon" is expected to stimulate the audience's enthusiasm for cinema, boost the box office market, and superimpose recent industry policies, such as the listing of Bona Film Industry is approved, and the State Film Bureau issues a subsidy of 100 million yuan to watch the movie. you can pay attention to the opportunity to repair the film plate in a timely manner.

"alone on the Moon" drives the box office.

High-quality content is the backbone of the film industry's recovery. Solo Moon, produced by Happy Mahua, Chinese Film, BABA and Ruyi Pictures, was released nationwide and grossed 239 million yuan on its first day of release.

As of 15:24 on Aug. 14, the film "Walking the Moon alone" had grossed more than 2.4 billion yuan, according to Lighthouse Professional Real time. With the summer season in the middle of the process, the film market is gradually picking up, supply and demand is expected to double promote the growth of the film market.It is suggested that we should pay attention to the main producers of "Lone Moon", such as Chinese Film, Ali Pictures, Joint production Fang Hengdian Film and Television, and so on.

Policy warm wind blows frequently

In fact, due to many reasons, the continued weakness of the domestic film market has been the consensus of the industry, especially in the past May Day and Dragon Boat Festival, the performance of the domestic box office market has a large gap with the same period last year.

But recently, the film and television industry has ushered in a lot of good news, introduced relevant policies to support cultural enterprises, encourage the broadcasting of film and television works, and promote the development of the film and television industry.

On July 21, the "opinions of 27 departments, including the Ministry of Commerce, on promoting the high-quality development of foreign cultural trade" mentioned "orderly expansion of the import of high-quality cultural products and services in film and other areas." the subsequent supply and release of new films is expected to boost the sustained repair of the film box office.

A week later, the SFC website announced that Bona Pictures' application for initial public offering and listing had been approved, and after many twists and turns, Bona Pictures finally became another company in the film industry to go public, or boost the development of the film industry and investor confidence in the film sector.

On August 11, the official website of the State Film Administration issued a notice on "launching the 2022 Film Huimin consumption season", proposing four measures to promote film consumption: 1) to enrich the film supply and speed up the release of more new blockbusters; 2) jointly with Maoyan, Taobaopiao, Douyin and other film ticketing platforms to distribute a total of 100 million yuan consumption vouchers. 3) tap the potential of rural film consumption, organize and carry out rural film consumption promotion activities; 4) promote the implementation of enterprise relief policies in the film industry. The film Huimin consumption season lasts from August to October 2022.

Open source securities recent series of policy support and Boehner Pictures IPO approved or boosted sector valuation, it is recommended to actively pay attention to the film plate repair opportunities

Zheshang Securities believes that the 2022 film Huimin consumption season once again highlights the country's attitude and determination to speed up the recovery of the film market from the policy level, and the 100 million yuan movie subsidy is expected to strongly promote the recovery of the demand side of the industry. and then catalyze the supply side to release high-quality production capacity, help the industry into the reversal channel.

Attached concept stock:

Chinese movies:One of the producers of "Walking the Moon alone". Chinese film business covers four major business sectors: film production, film distribution, film projection and film and television services. it involves film and television production, production, distribution, marketing, cinema, equipment production and sales, projection system leasing, performing arts brokerage and many other business areas.

BABA Pictures:One of the producers of "Walking the Moon alone". Operate an Internet-driven entertainment content promotion and distribution and industry-wide entertainment platform, as well as invest in content production and development of solutions to commercialize entertainment content.

Hengdian Film and Television:The joint producer of "Walking the Moon alone". Operating national film distribution design, production, agency, release of all kinds of advertisements, film and television advertisements, venue rental, convention and exhibition service, cinema investment, construction, enterprise management, consulting film projection equipment, technical service glasses sales, daily department stores, toys, handicrafts, electronic products sales

Cat's eyes Entertainment:Provide online entertainment ticketing services, entertainment content services, entertainment e-commerce services, advertising services and other services.

The translation is provided by third-party software.


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