The "smoke" of the Spring Festival movie market has just dispersed, and the "post-Spring Festival file" has ushered in a new round of box office war. According to the data of Lighthouse Professional Edition, there have been 8 movies scheduled for Qingming this year. The number of movies released in this year’s Spring Festival is only 9, including some retired movies, and the actual number of movies released is less than 8. This means that the competition level of Qingming file this year is comparable to or even exceeds that of Spring Festival file.
According to the past rules, the month after the Spring Festival is the off-season of the film market. However, in March this year, it was "uncharacteristic" and the "heat wave" did not decrease. More than 30 films have been scheduled for March, involving science fiction, action, suspense, love and many other themes. Among them, imported large-scale "hard dishes" frequently, including Dune 2, Trial of Falling, and other well-received works.
Huachuang Securities suggests paying attention to: 1) quality content producers: () (24 years of product year, Nezha 2/Xiaoqian is expected to be released), (), (), etc. 2) Leading cinema and online ticketing: () (change of actual controller, pay attention to positive changes of the company), Maoyan Entertainment, etc.
Guosen Securities said that the film market is expected to continue to recover, focusing on cinemas, content and related industrial chains. The supply cycle of high-quality content at home and abroad is superimposed with strong demand for watching movies, and the film market is expected to usher in a sustained recovery. 1) Recommend cinema and ticketing from a deterministic perspective, and recommend WANDA CINEMAS and Maoyan Entertainment as the core, among which WANDA CINEMAS is expected to receive the whole industry chain dividend of industry restoration, and the market share of cinema leaders has steadily increased under the epidemic situation, and the resilience is stronger under the small and medium-sized clearing; Maoyan Entertainment: The online ticketing market enjoys a stable pattern of industry recovery, and the upward layout of content production is expected to gain higher flexible return opportunities; 2) We are optimistic about the content supply side of the industry for 24 years from the perspective of flexibility, pay attention to the combination of films and the possibility of box office exceeding expectations from the bottom up, and mainly recommend the light media, () and (); 3) Pay attention to the relevant links of the film industry chain besides the content and cinema, a) film distribution, ticketing and other links; B) A special effects technology cinema to enhance single-screen output; C) film and television copyright links, etc. (()); 4) Pay attention to the box office performance of imported films.
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