港股异动 | 猫眼娱乐(01896)涨超6% 春节档票房创新高 公司有望直接受益电影大盘回暖

智通财经
07 Feb

智通财经APP获悉,猫眼娱乐(01896)一度涨超6%,截至发稿,涨6.1%,报8.35港元,成交额3004.65万港元。

消息面上,据猫眼专业版,2025年春节档总票房为95.1亿,同比增长18.6%,再次刷新春节档票房纪录。其中,由猫眼宣发出品影片《唐探1900》为春节档票房第二,档期内票房22.8亿。万联证券认为,春节档的超预期表现给2025年电影市场创下“开门红”,票房回暖带动行业内信心回升,有望刺激2025年整体电影市场产出。

申万宏源指出,猫眼电影业务直接受益于电影大盘回暖,兼具确定性与弹性。公司作为国内电影票务领军,电影票务业务直接受益于大盘票房增长。数据赋能带来互联网宣发效率提升,公司娱乐内容业务以宣发带动投资,参与数量和成功率均在提升,2024年票房TOP10 中有4部为猫眼主宣发(《飞驰人生2》《抓娃娃》《默杀》《年会不能停!》),与2023年部数相同;娱乐内容业务有望贡献业绩弹性。

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