投资要点电影暑期档已定档94 部影片,海内外影片均有涉及,数量和质量双升下,暑期档票房有望同比高增;电视剧耽美题材出口海外,有望形成较大增量;互动影游黑马频出,低成本高回报,市场潜力巨大。低基数提供反弹空间,内容驱动回暖,电视剧出海寻新增量低基数来看,2024 年暑期档(6 月1 日-8 月31 日)票房仅116.4 亿元,同比2023 年(206 亿元)下降44%,观影人次2.85 亿,同比下降...
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