智通财经APP获悉，中金发布研究报告称，考虑《哪咤 2》潜在贡献，上调光线传媒(300251.SZ)2025年净利预测54%至16亿元人民币，维持2026年获利预测;综合考虑获利调整和后续专案不确定性，上调目标价28%至13.7元人民币。维持覆盖其他公司盈利预测、评级和目标价。中金看好光线传媒，建议关注万达电影(002739.SZ)、猫眼娱乐(01896)、阿里影业(01060)等。
根据艺恩，截至2月4日9时统计，2025年春节档有效票房期前6天(大年初一至初六，1/29-2/3)票房82.36亿元人民币(含服务费，下同)，同比2024年春节档前6天增长28.9%，该行预计档期票房或超出先前预期的84.4-91.7亿元人民币区间，主要是观影人次超出预期。《哪咤之魔童闹海》票房领跑，《唐探 1900》位居第二名。该行认为，今年春节档开红，头部效应明显，优质影片需求旺盛再次验证内容驱动电影产业发展逻辑，建议持续关注后续重点影片供给状况和产业工业化升级潜力。
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