智通财经APP获悉,阿里影业(01060)早盘涨超8%,截至发稿,涨5.32%,报0.495港元,成交额5028.86万港元。
消息面上,据猫眼专业版数据,截至12月22日16时,2024年贺岁档(11月22日-12月31日)总票房(含预售)破20亿。此外,12月9日晚,国家电影局启动“全国电影惠民消费季”,本次消费季从2024年12月延续至2025年2月,覆盖贺岁、元旦、春节等重要电影档期,合计投入不少于6亿元。
广发证券指出,关注电影内容的供给拐点,本周《唐探1900》官宣定档25年春节,此次春节档片单堪称历年最强,有望创造新的票房记录。华源证券则指出,随着《哪咤之魔童闹海》重点影片陆续定档,叠加假期增加,我们认为优质供给驱动下,25年观影需求和电影票房有望修复,建议关注25年贺岁、春节档重点影片的出品方以及院线/票务公司。
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