影視股持續走強 慈文傳媒(002343.SZ)拉昇封板
格隆匯12月16日丨影視股持續走強,慈文傳媒拉昇封板,華誼兄弟、幸福藍海、光線傳媒、歡瑞世紀等跟漲。

影視傳媒板塊自進入12月以來一路上漲,申萬影視月度漲幅高達12%,而春節檔近期也頻上熱搜。2020年大年初一(2020年1月25日)將有9部影片上映,超過了2019年的8部,堪稱“史上最強春節檔”。雖然距離春節還有一個半月,但春節檔大片之間的較量卻已早早開始。
天風證券表示,內容板塊邊際改善,電影19Q4高增長為大概率事件,春節檔定檔陣容較強,12月可擇機佈局春節檔機會。
中銀國際指出,A股影視公司的多部頭部劇集位列2020年四大平台名單,2020年影視公司有望迎來集中去庫存,帶來收入和現金流的明顯改善,建議繼續關注影視板塊業績邊際改善帶來的底部估值修復的機會。
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