《大行報告》摩通料阿里影業(01060.HK)、貓眼娛樂(01896.HK)、萬達院線(002739.SZ)及IMAX中國(01970.HK)等受惠春節票房
摩根大通發表報告表示,預期內地今年春節票房創新高,農曆年首四日票房將較2019年同期升34%,主要由電影《唐人街探案3》及《你好,李煥英》所帶動。該行認為,票房收入的強勁增長反映了疫情對內地電影市場限制的影響輕微,並加強該行觀點,內容質量已成為中國票房的主要推動力。
該行補充,料電影相關股股價表現會受惠於內地票房增長勢頭,當中阿里影業(01060.HK)、貓眼娛樂(01896.HK)、IMAX中國(01970.HK)、萬達院線(002739.SZ)及中國電影股份(600977.SH)為行業主要受惠者。
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