金吾财讯 | 电影概念股走强，截至发稿，猫眼娱乐(01896)涨4.67%，英皇文化产业(00491)涨2.63%，阿里影业(01060)涨1.92%。消息面上，2025年春节档昨日(19日)预售开启。据灯塔专业版数据显示，截至昨日23时59分，2025年春节档(1月28日-2月4日)预售总票房达1.85亿元人民币(下同)。中原证券研报指出，短期关注2025年春节档的表现。考虑到春节档是全年中最重要的档期之一，能够在较短的时间内释放大量的票房能量，因此也吸引了较多优质国产影片定档在春节，档期内影片的整体品质也处于全年较高的水平。叠加多地的观影补贴能够覆盖春节档，有助于进一步刺激观众流入影院，释放电影消费潜力。春节档票房如果有超预期表现有望推动影视板块的业绩修复以及估值回升。
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