全球最大院線AMC宣佈開放影院!電影業復工助漲積極情緒
在隔夜美股連漲之下,由萬達控股的全球最大院線AMC股價走勢較為起伏,收盤大跌7.13%,收於5.99美元,但在盤後漲超5%.引起市場矚目。

來源於:Wind
而這一起伏的原因主要是在於,雖然疫情對影視業打擊較為嚴重,但AMC最新釋出的消息利好不容忽視。
具體來看,AMC娛樂控股表示,隨着疫情的好轉使得不少國家重啟經濟而鬆綁防疫限制,預計將於7月重新開放全球各地的影院。其中,首先計劃重新開放美國和英國的幾乎所有影院,以趕上7月17日《天能》和7月24日《花木蘭》的上映。同時,除了採取通常的預防措施外,其影院還將以有限的容量運行,並讓觀眾分開坐,以保持安全。
此外,根據外媒報道,美國加州州長Gavin Newsom宣佈,因疫情從3月開始停擺的好萊塢從6月12日起可以復工,並強調復工必須遵循該州和各地政府和衞生部門的指示,以及勞動機構和經紀公司同意的安全規章。
顯然上述消息對其是十分利好的,畢竟疫情時期電影業深陷嚴冬,根據相關數據顯示,目前僅中國大陸市場就已造成至少40億美元的票房損失,預計全年票房或將至少損失80億至100億美元。
其中,尤其是在全球擁有超過1000家電影院的AMC深受新冠疫情的暴擊,業績受到的重創是十分顯著的。根據相關數據顯示,AMC2020財年第一財季歸屬於母公司普通股股東淨利潤為-21.76億美元。
“由於新冠大流行帶來的財務影響仍在繼續,其未來的前景將具有不確定性...對我們作為一個持續經營的企業在合理的時間內繼續經營的能力深表懷疑。”——AMC
渤海證券認為,5月41%的觀眾會在影院復業後第一時間去影院觀影,30%的觀眾會根據排片決定是否去影院觀影,5月觀眾的觀影意願較3月明顯增強。短期內電影行業的修復主要在情緒面上,基本面的修復需要進一步觀察各地方對於影院放開的具體政策;此外,還需密切跟蹤國內疫情整體和區域防控的效果、優質內容供給的數量和節奏,但整體看電影行業的基本面和情緒面已經進入拐點區間,希望投資者關注影院放開區域業務佔比較高的龍頭院線和未來影片上映具備爆款潛力的製片—發行公司。
銀河證券指出,院線電影的停擺促使網絡電影的大爆發,在線視頻行業用户規模提升顯著。今年4月,國家電影局提出再豐富網絡片源供給,而這一舉措將進一步推動在線視頻行業的發展,畢竟隨着用户數量的積累和粘性的增強,在線視頻行業的單用户價值有望持續提升,行業規模將實現快速增長。
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