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影視板塊走強 春節檔影片市場關注度較高
格隆匯 01-28 10:00

格隆匯1月28日丨影視股普遍走高,新文化漲超7%,橫店影視、幸福藍海漲超4%,北京文化、中廣天擇、唐德影視等跟漲。

27日上午,國務院聯防聯控機制舉行了《關於做好人民羣眾就地過年服務保障工作的通知》新聞發佈會。國家發展改革委副祕書長趙辰昕在發佈會上表示,為營造良好的節日氛圍,更好地滿足就地過年羣眾的精神文化需要,要增加網絡、電視、廣播等文化體育節目的供應,要鼓勵提供免費的流量,提供網絡視頻APP限時免費電影放映等線上服務,用多種方式滿足就地過年的羣眾節日期間線上線下的文化需求、體育需求。

從近期疫情發展的情況來看,國內部分省市開始出現疫情反覆的情況,各地紛紛倡導春節減少出行,但春節檔影片市場關注度仍然較高,據貓眼專業版顯示,當下共有10部電影定檔春節檔,其中《唐人街探案3》想看人數最高,截至1月27日12時,已達到411萬人。

中原證券證券指出,春節檔影片市場關注度較高,《唐人街探案3》在淘票票和貓眼兩大在線票務平台上“想看人數”合計突破千萬。受到疫情和影片供給雙重因素的影響,2020年觀眾需求被嚴重壓制,2021年元旦假期影市出現大幅增長説明觀眾假期觀影需求的支撐力仍然很強,春節檔在多個不同類型大片加持下有望迎來進一步的觀影需求釋放,帶來低基數下2021年電影行業的底部反彈機會。

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