萬達電影(002739.SZ)：上半年預盈6.2億元-6.8億元 同比扭虧
格隆匯6月29日丨萬達電影(002739.SZ)披露2021年半年度業績預吿，公司預計2021年1-6月實現歸屬於上市公司股東的淨利潤6.20億元-6.80億元，上年同期為虧損15.67億元，同比實現扭虧為盈。報吿期內，公司經營業績實現扭虧為盈，並且較2019年上半年有所增長，主要變動原因系：
1、2021年上半年，隨着國內疫情管控常態化和全球疫情趨勢向好，中國電影市場繼續穩健復甦，全球電影行業也在逐漸回暖。報吿期內，公司堅定執行年度經營計劃，進一步加大創新力度和提升精細化經營管理水平，持續推進異業合作和跨平台聯合營銷，加強成本管控，同時堅持輕重並舉發展策略，不斷提高市場份額。截至2021年6月27日，全國實現總票房249.1億元(不含服務費)，觀影人次6.8億，公司實現票房35.3億元，觀影人次9125萬，增長幅度均高於國內大盤水平。公司旗下影院(含特許經營加盟)1-6月累計市場佔有率為15%，保持較為明顯的提升。而2020年受疫情影響公司國內下屬影院自2020年1月23日至2020年7月20日暫停營業，經營業績出現較大虧損，因此報吿期內公司國內影院業務業績扭虧為盈。
2、2021年上半年，由子公司萬達影視傳媒有限公司主投主控的電影《唐人街探案3》於春節檔上映，國內累計實現總票房45.2億元；同時，由子公司浙江東陽新媒誠品文化傳媒有限公司投資製作的劇集《號手就位》《媽媽在等你》《雁歸西窗月》先後播出，因此報吿期內公司影視投資製作與發行業務業績較上年同期大幅增長。
3、2021年上半年，雖然公司下屬澳洲院線依然虧損，但隨着好萊塢影片的陸續上映，其虧損幅度已明顯收窄，經營業績穩健恢復。其中，澳洲院線2021年4月當月已實現盈利，票房收入恢復至往年同期的80%，市場份額也進一步獲得提升。由於澳洲電影院線市場成熟度較高，擁有良好的觀眾基礎，長期以來票房收入、觀影人次穩定，保持較高的單銀幕產出水平，預計隨着全球疫情形勢向好，其各項業務將逐步恢復至正常水平。
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