萬達電影(002739.SZ)：上半年淨利潤預降69.25%–76.35%
格隆匯7月9日丨萬達電影(002739.SZ)公佈2024年半年度業績預吿，報吿期歸屬於上市公司股東的淨利潤盈利1.0億元–1.3億元，比上年同期下降69.25%–76.35%；扣除非經常性損益後的淨利潤盈利7,100萬元–10,100萬元，比上年同期下降75.67%–82.90%；基本每股收益盈利0.0459元/股–0.0597元/股。
2024年上半年，受第二季度頭部影片供給不足、大盤票房表現低迷影響，中國電影市場整體恢復不及預期。2024年4-6月，全國電影票房74.2億元，同比下降28.7%，僅為2019年同期的58.5%；觀影人次1.8億，同比下降31.2%，僅為2019年同期的55.8%，除部分熱門檔期外，非節假日票房較為冷淡。報吿期內，公司國內影院實現票房31.3億元(不含服務費)，同比下降14.5%，觀影人次0.75億，同比下降14.3%，同時受海外電影市場整體下滑影響，公司下屬澳洲院線票房收入不及預期，而影院經營租金、折舊等固定成本較高，導致公司院線板塊第二季度虧損。
雖然第二季度電影市場較為平淡，但隨着暑期檔的到來，市場對下半年行業持續復甦仍具有信心。截至目前，《抓娃娃》《逆行人生》《異人之下》《解密》《傳説》《白蛇：浮生》《神偷奶爸4》《死侍與金剛狼》等重要影片已定檔，類型豐富，題材多元。優質頭部影片有望促進觀影需求持續釋放，帶動大盤票房和觀影人次穩健增長，預計將對電影市場和公司院線端經營產生積極影響。2024年下半年，公司影片儲備也較為豐富，出品發行影片《抓娃娃》《白蛇：浮生》已定檔7月16日和8月10日，參投影片《默殺》正在熱映，《異人之下》《解密》將於7月26日和8月3日上映，《誤殺3》《有朵雲像你》《“騙騙”喜歡你》等影片也預計將於年內上映，公司內容端業績亦有望獲得進一步提升。
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