证券时报网讯,平安证券研报指出,分线发行模式加持,促进电影关联消费。1)影视院线市场进入逐渐复苏阶段。影片供给数量呈现较好的恢复态势,利于推动影视院线行业的复苏。2)新片上映不断,票房表现较好。3)从细分个股表现来看,行业供给端逐渐恢复,影片数量呈较好的增长趋势,经过不断的修复与调整,头部公司业绩逐渐恢复向好。平安证券认为,政策端的持续加持及国家对文娱消费的鼓励,将助力影视院线行业景气向上。加之,影视院线行业估值性价比较高,看好院线及影视制作领先企业业绩的稳健恢复,建议关注:万达电影、光线传媒等。
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- 平安证券:分线发行模式加持 促进电影关联消费
平安证券:分线发行模式加持 促进电影关联消费
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