研報掘金丨國海證券:萬達電影深化“超級娛樂空間”戰略,維持“買入”評級
國海證券研報指出,萬達電影發佈會明確了全新的“1+2+5”戰略版圖,其中“1”指超級娛樂空間,“2”指國內國際兩大市場,“5”指院線、影視劇集、戰略投資、潮玩和遊戲5大業務板塊。早在2024年11月,公司發佈了打造超級娛樂空間的概念,此次深化了超級娛樂空間戰略,並將其稱爲“娛樂體驗世界觀”和“生活搭載系統”,可以通過超級娛樂空間,孵化一系列超級IP、超級品牌。公司作爲國內影院投資行業龍頭,票房市佔率穩步提升,內容優勢逐步強化,深化“超級娛樂空間”戰略,有望重塑增長邏輯。基於此,維持“買入”評級。
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