電影產業復工在即,概念股全面高開
5月8日晚,國務院應對新型冠狀病毒感染肺炎疫情聯防聯控機制印發《關於做好新冠肺炎疫情常態化防控工作的指導意見》,《意見》稱,在落實防控措施前提下,可採取預約、限流等方式,開放公園、旅遊景點、運動場所,圖書館、博物館、美術館等室內場館,以及影劇院、遊藝廳等密閉式娛樂休閒場所,可舉辦各類必要的會議、會展活動等。
這就意味着,受疫情影響停業近三個多月的電影產業復工在即,受此利好影響,週一影視股全面高開。截至發稿時,A股北京文化漲幅4.13%,光線傳媒,華錄百納,萬達電影漲幅均超1%。港股這塊貓眼娛樂,阿里影業漲超6%,IMAX中國漲幅4.91%。

來源:富途
據《中國電影報》,國家電影局 4 月 29 日召開電影系統應對疫情工作視頻會議。會議分析了疫情對電影行業帶來的巨大沖擊和深刻影響。從短期看,直接經濟損失巨大。全國電影院暫停營業,製片和宣發基本停滯,目前估算全年票房損失將超過300億元。春節檔七部電影中,除《囧媽》6.3億“改嫁”今日頭條外,其餘六部全部退檔,至今未上映。

海通證券研究所
作為擁有龐大的消費人羣市場,根據國家電影局的數據顯示,2019年中國電影總票房達642.66億元,電影屏幕數量超過69000塊,穩居全球首位。預計中國電影行業市場規模2017至2022 年的複合增長率為 20.7%,至 2022 年的人民幣 1,945 億元。按票房計,中國將於2019 年超越美國成為全球最大的電影市場,那麼復工復產之後帶來的反彈潛力仍是非常大的。
同時天風證券表示,分產業鏈環節看,上游製片方撤檔影片待影院復工後將再次定檔上映,因而疫情僅影響公司業績確認節奏;下游院線固定成本較高,業績壓力雖大,但疫情或將加速長尾影院出清及行業整合的進程,龍頭效應集中,利好上市企業。
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