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首创证券:电影市场供给端将持续保持充足水平

Securities Times ·  Feb 21 10:13

证券时报网讯,首创证券研报指出,随着影视行业困顿多年的节点逐渐疏通,在备案数量复苏、库存影片陆续定档、宣发档期延长、宣发渠道拓宽等因素驱动下,预计电影市场的供给端将持续保持充足水平,内容生态正循环将刺激观影需求进一步释放,行业有望持续繁荣。看好:1)优质储备丰富、有望释放盈利弹性的龙头制作公司;2)市占率稳固、有望受益于行业繁荣的头部院线;3)在技术加持和开发力度提升下有望持续挖掘优质内容价值的内容平台。建议关注:光线传媒、中国电影、横店影视等。

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