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《大行報告》中金:內地春節檔期票房和人次創歷史新高 龍頭影片表現多點開花
中金發表報告指,根據藝恩數據,截至2月18日9時30分統計,2024年春節檔八天票房為81.83億元人民幣(下同),創歷年春節檔新高,超出此前預期的57.9億至75.9億元區間,主要是觀影人次超出預期。《熱辣滾燙》票房領跑,《飛馳人生2》位居第二名。中金認為,今年春節檔實現開門紅,優質內容拉動票房取得優異表現,建議持續關注後續大盤票房發展趨勢。 中金指,本次春節假期較往年多一天且逢情人節,檔期後程發力較強。2024年春節檔票房81.83億元,按年增長21%,觀影人次1.67億次,按年增長29.1%;平均票價49.1元,按年下降6.3%,「以價換量」明顯。 該行維持覆蓋公司盈利預測和評級,看好春節檔龍頭影片參與方閱文集團(00772.HK)(新麗傳媒出品《熱辣滾燙》),阿里影業(01060.HK)(參與出品並發行《熱辣滾燙》),光線傳媒(300251.SZ)(出品發行《第二十條》),貓眼娛樂(01896.HK)(參與出品並發行《飛馳人生 2》),建議關注萬達電影(002739.SZ)、中國電影(600977.SH)、橫店影視(603103.SH)、上海電影(601595.SH)等。
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