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【机会挖掘】1月前十天电影票房破20亿迎强势开年 关注头部影视公司(附股)

證券時報網 ·  Jan 11, 2021 14:43

On January 11, according to data from Lighthouse Pro Edition, the national box office reached 2.02 billion yuan in the first ten days of January this year, with the support of the hot New Year's Day program at the box office. In terms of single films, “Give You a Little Red Flower” successfully surpassed the 1 billion yuan overall box office mark in 11 days, making it the 79th film in mainland film history to break the 1 billion yuan box office. “Bomb Demolition Expert 2” dropped only 15% yesterday from last Saturday. It performed quite well over the weekend. The film received a total of 970 million yuan in box office, and it is expected that the film will soon cross the 1 billion yuan mark.

Shanxi SecuritiesIt was pointed out that the film market had a strong start in 2021. The release of many high-quality movies at the end of the year and the audience's strong demand for entertainment consumption during the holidays are the main factors driving movie viewing. According to Cat's Eye, a total of 8 movies are scheduled for the Spring Festival in '21, including “Tang Detective 3,” which was originally scheduled to be screened during the Spring Festival in '20 (Wanda moviesProduced by), “Bears Hound: Wild Continent”, “Order of the Warriors” (produced by Huayi), “Assassination of the Novelist” (produced by Huace), and “Hello, Li Huanying” (Beijing cultureProduction), “Surge of Crowds” (produced by Light), etc. are worth looking forward to.

Among the film investment companies, Wanda,Hengdian Film,Bona PicturesWait for the market share to rise year on year. Leading cinemas have strong financial strength and financing capabilities, and have strong resilience in the film market recovery with the support of brand advantages and cross-regional business advantages. On the other hand, judging from the upstream content production and distribution assets of Wanda Film, Bona Pictures and the recent acquisition of the Group's upstream content production and distribution assets, leading cinemas will further enhance competitiveness by integrating upstream and downstream of the industry chain, forming a closed loop of all-round development of the film industry.

It is recommended to pay attention to the rebound of leading companies in the segment and those that have surpassed the bid decline, and pay attention to Wanda Film, Hengdian Film and Television,Light media,Huayi Brothers,Mango Super Media,Huace Film and Televisionetc.

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