影視版塊走強 上週全國電影票房突破10億元
格隆匯12月29日丨影視版塊走強,光線傳媒漲超7%,歡瑞世紀漲超5%,美盛文化、萬達電影、慈文傳媒等跟漲。近期國內外優質影片紛紛上映,賀歲與春節雙檔中優質片單供給豐富。國家電影專資數據顯示,上週全國電影票房收入10.98億元,環比增長69.24%。這是繼國慶檔之後,單週票房大盤再度突破10億元。《拆彈專家2》,《晴雅集》二者穩居票房榜前兩名的位置,分別拿下4.18億元、2.53億元票房。中原證券發佈研報,預計2020年全年影片總票房有望達到200億元左右。作為今年受影響較大的板塊,預計明年影視板塊相關公司的業績有望在今年低基數下實現反彈。行業競爭格局上,頭部影投和院線公司的市佔率提升明顯。

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