阿里影业(01060)股价今日盘中大涨8.51%,主要受到两大利好因素的推动。
一是多部重磅电影定档贺岁档和春节档期,有望带动下半年票房大幅回升。据猫眼专业版数据,截至12月22日,2024年贺岁档总票房已突破20亿元。此外,大片《唐探1900》官宣定档2025年春节,叠加该档期多部优质影片集中上映,分析师预计2025年春节票房有望创新高。
二是国家电影局推出"全国电影惠民消费季"政策,从2024年12月至2025年2月,将投入不少于6亿元补贴。该政策有望在贺岁、元旦、春节等重要档期期间,进一步刺激观影需求。
作为提供影视内容制作、宣发及票务系统服务的龙头企业,阿里影业将直接受益于强劲影片供给以及观影补贴政策,来自线下院线和线上票务的多元收入或迎来大幅增长。因此,市场对其业绩前景持乐观态度,股价出现大涨。
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