华泰证券:适度减少美国影片进口数量 持续看好国产内容和院线龙头

格隆汇
12 Apr

华泰证券研报表示,据国家电影局官网,国家电影局发言人表示:“美国政府对中国滥施关税的错误行径,势必会令国内观众对美国影片好感度进一步降低。我们将遵循市场规律,尊重观众选择,适度减少美国影片进口数量。中国是全球第二大电影市场,我们始终坚持高水平对外开放,将引进世界更多国家优秀影片,满足市场需求”。华泰证券认为,近年来因国产电影的崛起、观众审美变化,美国电影票房在我国市场占比整体降低,适度减少美国进口电影并同时引进更多其他国家优秀影片,估计对整体国内票房影响有限。结构上,国产影片质量不断提高,有利于国产影片票房市占率的进一步提升。持续看好国产内容和院线龙头。

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