智通财经APP获悉,电影概念股延续反弹,截至发稿,猫眼娱乐(01896)涨4.93%,报8.09港元;阿里影业(01060)涨3.85%,报0.54港元;英皇文化产业(00491)涨2.63%,报0.039港元;稻草熊娱乐(02125)涨1.89%,报0.54港元。
消息面上,1月19日,2025年春节档开启预售,截至14时27分,预售总票房突破1亿元,刷新了中国影史春节档预售最快破亿纪录。同时,今年春节档还创下了预售最快破千万、电影平均时长最长等纪录。
华创证券指出,24年电影大盘受供给周期+弱宏观影响整体承压,25年进入新一轮产品释放周期,大盘或重回增长。25年春节档预售已于1月19日开启,春节档片单丰富,看好后续表现。开源证券指出,本次春节档上映影片市场期待度高,用户圈层各有差异,且多为头部IP电影续作,或驱动2025年春节档创同档期票房新高。
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