智通财经APP获悉，电影概念股延续跌势，截至发稿，猫眼娱乐(01896)跌4.73%，报5.84港元；中国儒意(00136)跌4.57%，报5.85港元；欢喜传媒(01003)跌1.85%，报0.53港元；IMAX中国(01970)跌0.77%，报7.77港元。
长江证券指出，2024年暑期档票房表现平淡，总票房、观影人次均同比下滑，票价、新片总数相对稳定。2024年暑期档总票房116.43亿元，回落至档期影史第七，同比2023年下滑43.5%，较2019年下滑34.5%。该行指出，中秋及国庆档陆续定档，后续重点档期储备影片类型丰富。预计随着观影需求进一步恢复，电影票房有望持续增长，建议关注后续定档影片表现。
花旗此前发布研报称，猫眼娱乐令人失望的中期业绩再次显示娱乐业务表现的可见度偏低。该行指出，进入下半年，7月和8月票房进一步下降38%及53%，将今年的票房预测由550亿元人民币下调至455亿元人民币。在票房疲弱的情况下，猫眼娱乐的财务状况将继续面临挑战，但集团的票务业务的地位提升及在电影发行方面的持续领导地位将有助其渡过难关。
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