華泰證券:適度減少美國影片進口數量 持續看好國產內容和院線龍頭
華泰證券研報表示,據國家電影局官網,國家電影局發言人表示:“美國政府對中國濫施關稅的錯誤行徑,勢必會令國內觀衆對美國影片好感度進一步降低。我們將遵循市場規律,尊重觀衆選擇,適度減少美國影片進口數量。中國是全球第二大電影市場,我們始終堅持高水平對外開放,將引進世界更多國家優秀影片,滿足市場需求”。華泰證券認爲,近年來因國產電影的崛起、觀衆審美變化,美國電影票房在我國市場佔比整體降低,適度減少美國進口電影並同時引進更多其他國家優秀影片,估計對整體國內票房影響有限。結構上,國產影片質量不斷提高,有利於國產影片票房市佔率的進一步提升。持續看好國產內容和院線龍頭。
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