2024-10-05
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cctv news reported that according to online platform data, as of 14:58 on october 5, the box office of the 2024 national day period (october 1 to october 7) exceeded 1.6 billion yuan, with "volunteers: battle of life and death" and "749 bureau" ” and “road to fire” ranked among the top three in the national day box office list.
kaiyuan securities pointed out that high-quality films have driven the box office growth of the movie market to accelerate month-on-month, the summer movie season has gradually improved, and vincent video models and applications have continued to make breakthroughs. it is recommended to actively pay attention to the main investors and controllers, theater chains and owners of key summer movies. a ticket distribution platform with channel advantages, it focuses on recommending shanghai movies, aofei entertainment, and china literature group. beneficiary targets include wanda film, china confucianism, enlight media, bona pictures, alibaba pictures, maoyan entertainment, jebsen holdings, and huawen ce film and television, china film, happy blue ocean, jinyi film and television, etc.
galaxy securities said that judging from the current performance of the movie market in 2024, movie-watching groups have put forward new requirements for the movie market, and movie fans prefer high-quality movies. based on this, galaxy securities believes that the development trend of the film industry in 2024 will tend to be driven by high-quality films, and there is still room for continued recovery and growth in the film market. it is recommended to pay attention to: 1) enlight media, which has sufficient reserves and high-quality content to be screened; 2) wanda film, a leading theater chain that has benefited from the recovery in demand; 3) chinese films that cover the entire industry chain of film production, distribution and broadcasting and benefit from the restoration of the supply of imported films. ; 4) online ticketing services benefit from market recovery and maoyan entertainment, which has outstanding film production and promotion capabilities.