A股異動 | 影視傳媒股普漲 國家電影局發放1億元消費券助推電影市場回暖
格隆匯8月12日丨影視傳媒股普漲,華誼兄弟、ST美盛、華策影視漲3%,歡瑞世紀漲2.7%,幸福藍海、北京文化、慈文傳媒漲2%,奧飛娛樂、萬達電影漲1%。國家電影局發佈關於開展2022年電影惠民消費季的通知,以“愛電影·愛生活”為口號,在8至10月開展2022年電影惠民消費季活動,主要措施包括推動更多新片大片加快上映,聯合多家電影票務平台發放共計1億元觀影消費券。銀河證券指出,預計《獨行月球》將成為暑期檔票房冠軍,後續將持續拉動暑期檔電影市場,為暑期檔市場注入活力。隨着防疫政策逐漸寬鬆,影院開業率超過80%,疫情對電影市場帶來的衝擊正在逐漸緩解。從供給端來看,優質電影數量較少,叫好又叫座的電影作品仍然稀缺,急需內容與質量兼優的作品點燃觀眾的消費熱情。機構認為,隨着暑期檔進程過半,電影市場逐漸回暖,供需端有望雙重推動電影市場增長。

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