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影視板塊走強 行業政策邊際放鬆 有望迎來複蘇週期
格隆匯 11-19 10:51
格隆匯11月19日丨影視板塊今日走強,鹿港文化、鼎龍文化封漲停,奧飛娛樂漲超7%,當代明誠漲近6%,慈文影視、華策影視、文投控股封紛紛上漲。

目前受政策限制較為明顯的古裝劇、經典劇翻拍這兩種類型劇目在監管層面政策邊際回暖,各大視頻平台紛紛上線古裝劇的排期。愛奇藝三季報電話會上,管理層表示前期受政策限制較為明顯的古裝劇、經典劇翻拍兩種類型劇目(包括《慶餘年》、《大主宰》、《劍王朝》)有望在Q4及2020年初陸續上映。

此外,11月8日,證監會就再融資鬆綁密集出台政策修改意見,劇集行業受益資金面壓力釋放有望迎來顯著反彈,在加速存貨消化及應收回款的同時,產能也將進一步得以釋放。

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