影視股延續強勢 歡瑞世紀(000892.SZ)等多股漲停
格隆匯1月7日丨影視股今日延續強勢,歡瑞世紀、浙江廣廈、慈文傳媒等多股漲停,華策影視漲超6%,萬達電影、奧飛娛樂、唐德影視、北京文化漲超5%。2020年春節檔大片扎堆上映,據貓眼數據,今年有11部影片參與角逐,其中《唐人街探案3》、《姜子牙》、《緊急救援》、《中國女排》等影片關注度較高。基於票房拆解,預計中性情形下春節檔票房將增長至69億元(含服務費),同比增長17%。中金公司表示,2020年春節檔和全年票房增速均有望回暖,建議關注票務平台、影院院線、電影製作等環節龍頭公司的投資機會。同時建議關注春節檔單片票房超預期帶來的交易性機會。
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