港股異動 | 影視股普漲 阿里影業(1060.HK)漲超4%
格隆匯1月3日丨影視股普漲,阿里影業(1060.HK)漲超4%,IMAX中國、歡喜傳媒漲超2%。國家電影局發佈數據,2021年中國電影總票房達472.58億元,其中國產電影票房為399.27億元,佔總票房的84.49%。全年新增銀幕6667塊,銀幕總數達到82248塊。中國電影產業快速復甦發展,全年總票房和銀幕總數繼續保持全球第一。另據貓眼電影,2022年1月2日20時38分,2022年元旦檔總票房(含預售)破8億。國海證券曾指,疫情後需求端由於出行消費習慣改變,觀眾檔期觀影意願明顯增加,供給端優質影片傾向於檔期上映,雙向影響下核心檔期票房較疫情前表現明顯更好,2021年春節/五一/國慶檔期票房均創同期歷史票房記錄,合計127.5億元,較2019年同期提升12個百分點。元旦、春節檔期化排片及觀影行情依然值得期待。

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