A股異動丨部分影視股走強 影院逐步復工在望
格隆匯5月12日丨部分影視股走強,上海電影漲8.41%領漲,金逸影視、萬達電影和橫店影視等漲約2.7%。日前,國務院印發相關指導文件明確電影院重新開放。中信建投指出,影院重新開業,短期來看疫情不再反覆,疊加優質影院陸續上映,將使得觀眾觀影意願逐步提升。中期來看,疫情後行業整合出清、優質影院市佔率提升以及連鎖影院出現規模效應,將成為驅動行業中長期發展的動力。國金證券研報稱,疫情過後全國影院行業的過剩產能將加快出清,許多影院將在這一階段選擇退出,行業的格局或將會發生一定變化,這就為頭部影投公司擴張市場份額,進一步提升市場集中度提供機遇。

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