影視股走強 北京文化、華策影視漲停
格隆匯7月2日丨影視股走強,北京文化、華策影視漲停,光線傳媒、萬達電影、華誼兄弟等跟漲。

天風證券表示,2020年受疫情影響,全國影院自1月下旬起關停至今,行業及公司均受到重創,當前股價表現已經體現悲觀預期。雖然承受着業績和現金流壓力,電影龍頭公司競爭優勢和集中度也將在出清過程中不斷提升。隨着國內疫情逐步穩定,電影板塊復工曙光或在不遠,從資金佈局節奏看,電影板塊作為受到疫情嚴重受損領域,也有望迎來複工邏輯修復。
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