群益证券(香港)研报指出,《南京照相馆》于7月25日正式上映,由于影片质量优异并结合正值反法西斯战争80周年,上映后口碑迅速抬升,带动票房破四亿元大关,猫眼专业版最终票房预测从12亿元已上调32亿元,且后续仍有进一步提升的可能。中国电影是《南京照相馆》的参投方和出品方,下半年业绩有望直接受益回暖,给予“买进”建议。随着暑期档的开启,公司主导或参与投资的《南京照相馆》《非人哉:限时玩家》等影片将陆续上映;《F1:狂飙飞车》《侏罗纪世界:重生》《新·驯龙高手》等多部进口影片票房表现超预期,公司是大陆唯一拥有“进口影片专营权”的上市公司,直接收取进口管理费,此外还和华夏电影垄断进口片发行业务,因此进口片表现超预期也有望对公司经营带来积极影响。
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