智通财经APP获悉，阿里影业(01060)午后涨超4%，截至发稿，涨4.21%，报0.495港元，成交额5135.66万港元。
消息面上，国家电影局于12月9日启动“全国电影惠民消费季”，“消费季”从24年12月至25年2月，将合计投入不少于6亿元观影消费补贴。此外，25年春节档电影陆续定档，包括《熊出没》《封神2》《射雕英雄传》等。
华泰证券指出，供给端的丰富有望推动25年春节档票房迎来强劲表现。广发证券则指出，关注电影内容的供给拐点，本周《哪咤之魔童闹海》官宣定档25年春节（根据官方微博），此次春节档片单堪称历年最强，有望创造新的票房记录。推荐关注明年影视剧项目丰富、春节档对应业绩弹性较大的阿里影业等。
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