智通财经APP获悉，摩根士丹利发布研究报告称，受惠于强劲片单和积极的市场需求，预计春节前票房将有强劲表现，2025年春节档票房有望刷新历史纪录，但节后表现将趋于平淡。预测春节档票房为88亿元人民币，同比增长9%。
报告中称，今年的春节假期延长至8天以及消费券发放，预计将进一步刺激需求。在乐观情境下，强劲的需求可能增强全年预期的信心，并推动行业整体反弹。尽管IMAX版本影片数量创历史新高，但考虑到消费情绪疲弱以及低线城市门票收入的贡献增加，2025年春节档平均票价涨幅预计有限。
报告提到，已公布的6部影片质量较高，类型多样化，关键影片的表现可能成为股价催化剂：光线传媒(300251.SZ)《哪咤之魔童闹海》、万达电影(002739.SZ)/猫眼娱乐(01896)《唐探1900》、中国电影(600977.SH)《射雕英雄传：侠之大者》、阿里影业(01060)《封神第二部：战火西岐》。
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