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Original title: Spring Festival booth box office has surpassed 7 billion! What will happen to Hong Kong movie stocks going up to A shares?
Summary
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Ahead of the Spring Festival, retail investors are more optimisticWanda Movies。
On the fifth day of the first month, the Hong Kong Stock Exchange opened and film stocks soared.
On February 16, IMAX China closed at 6:36 p.m.Hong Kong dollar, An increase of 31.14%, Maoyan closed at 16.98 Hong Kong dollars, an increase of 9.55% and rose almost 25% in early trading;Ali PicturesIt closed at 1.44 Hong Kong dollars, an increase of 34.58%.
Related to rising stock pricesthe company, Closely related to the Spring Festival stalls
Behind the influx of funds to the film industry isdealDriven by blockbusters and high ticket prices, the Spring FestivalmarketThe feedback is strong. Lighthouse data shows that, as of press time (6:30 pm), the total box office of the Spring Festival booth has exceeded 6.83 billion yuan, of which the box office of “Detective Chinatown 3” exceeded 3.313 billion yuan, and the box office of “Hello, Li Huanying” exceeded 2.186 billion yuan. Powered by the Spring Festival film, the cumulative box office across the country in 2021 exceeded 10.65 billion yuan. At 8:56 p.m., the box office for the 2021 Spring Festival period (February 11-17) (including pre-sales) exceeded 7 billion yuan. At the same time, this year’s Spring Festival period (February 12-16) for five years The box office broke 1 billion per day and will continue to set new records.
Related companies whose stock prices have soared are closely tied to the Spring Festival.During the period, IMAXShareThree films were released, “Detective Chinatown 3”, “Murder of Novelists” and “New List of Gods: Nezha Reborn”. Among them, “Detective Chinatown 3” was filmed with IMAX cameras at all times. According to data provided by IMAX to 21st Century Business Herald reporters, as of February 14, its box office for the Spring Festival has exceeded approximately 160 million. Although cinemas are still limited by at least 75%, the IMAX box office on the first weekend of this year’s Spring Festival is up 45% compared to 2019.
The 2020 semi-annual report shows that due to the epidemic, IMAX China revenue for the current period was US $ 6,662 million, compared to US $ 59,256 million in the same period in 2019.Year with year88.8% less; registeredLostUS $ 35,248 million, compared to US $ 23,965 million in the same period of 2019;interest rateIncome in the first half of fiscal year 2019 decreased from 69.3% to a loss of 60.7%. The financial report also shows that there are around 700 IMAX cinemas in mainland China.
Under the epidemic, the Internet is the only ticket buying channel, which benefits Maoyan andAli Pictures(Possesses Tao Piao Piao). What’s more,Ali PicturesAmoy TicketscultureThe company is also one of the co-producers of “Detective Chinatown 3”, while Maoyan and Ali Pictures are producers of “Hello, Li Huanying”.
Maoyan’s 2020 mid-year report shows that, as of June 30, its revenue was 203 million yuan and its loss was 431 million yuan. Ali Pictures mid-termreportIt shows that as of September 30, its income was 927 million yuan and a loss of 170 million yuan.
At the close of February 16, MaoyanMarket value19.308 billion Hong Kong dollars, the total market value of Ali Pictures 38.640 billion Hong Kong dollars.
Hong Kong StockBullish, what about the next A shares?
With Hong Kong stocks soaring, the upcoming A-share market has taken center stage. It houses most of the film companies.
In A shares, the highlight of the Spring Festival team isWanda Movies, It is the largest theater in China, the cast of films and the main producer of “Detective Chinatown 3”.
Year 2020PerformanceThe notice shows that affected by the epidemic, that year,Wanda MoviesThe pre-loss was 6.15-6.95 billion yuan, and the profit was 4.729 billion yuan in the same period last year; Estimated revenue was 5.59-6.7 billion yuan, compared with 15.435 million yuan in the same period last year. During the current period, there were more than 600 affiliated theaters and 64 newly opened theaters throughout the year.FranchiseJoin the newRegisterThere are 310 theaters.
Regarding Wanda Film’s future planning, Zeng Maojun, president of Wanda Film, once told the 21st Century Business Herald reporter that content and channels are two top priorities. The great popularity of Tang Tanyu is no different from this model.
However, “Detective Chinatown 3” was overtaken by “Hello, Li Huanying” at the box office at the end of the Spring Festival, also indicating the risks inherent in the large omnichannel IP model.
“We are still a new company. We have been developing series in recent years, but the focus has been adjusted in recent years. For example, in television series,MOTHERAfter the new media eslite, TV seriesproductEither output or reproduction, income,profit, In this industry they can definitely be the top three. In the future, the focus will be on the link between film and television, which can significantly improve the efficiency of IP creation. In addition, series such as “Exploring cases in Chinatown” and “Looking for the dragon” will be formed. The key is still intellectual property. Zeng Maojun said.
It is worth noting that on the opening day after the last major period, the capital market did not respond well, and it was in the form of retail investors. During the 2020 National Day period (October 1-8), the nation’s movie box office generated 3.952 billion yuan, attracting nearly 100 million viewers. But on October 9, the top producer of ” My Hometown and Me “Beijing culture, Closed at 7.99 yuan, down 4.31%, the main producer of “Jiang Ziya”Light media, Closed at 14.40 yuan, up 13.57%, the producer of “Win the Championship”Huanxi Media, Closed at 1.37 Hong Kong dollars, down 0.72%; the producer of “Vanguard”Chinese movie, Closed at 14.11 yuan, a slight increase of 0.14%. Before the epidemic, the company’s main source of income was its distribution business; Ali Pictures, the lead producer of “Get Home at One Point,” reported that it closed at HK $ 1.15. , up to 3.36%.
Behind this is the lack of a long chain market, and the volatility of the film industry makes the market overwhelming. Can the Spring Festival archive change this expectation?
“Hello, Li Huanying” you can get off to a good start. The film directed by and starring Jia Ling is a typical feature film.costRelatively controllable, it has achieved over 2 billion reputable box office. This means,Chinese movieThe market potential remains, at least sinceinvestmentIn terms of profitability, it is still expected.
On the other hand, the first producer of “Hello, Li Huanying”Beijing culture, Is embroiled in several financial scandals. The performance forecast shows that in 2020, its pre-loss is 640-790 million yuan; expected revenue is 350-450 million yuan.
Of course, the stock price change itself reflects the tangled mentality of the market for the Spring Festival film. On February 2, Wanda Movies went up to 22.98 yuan. Since then, it marked the beginning of three consecutive declines, once it fell to 20.42 yuan. Finally, on February 10 it closed at 22.60 yuan, an increase of 4.44%.
CITIC valuesThe data shows that on February 10,Main power inputWanda Movies 625 million yuan, 651 million outlets, retail investors bring in 880 million yuan, 855 million outlets. Before the Spring Festival, retail investors were obviously more optimistic about Wanda’s films.
Will this all change after the Spring Festival movie premiere?
(Source: 21st Century Business Herald)
(Responsible editor: DF380)
I solemnly declare: The purpose of this information disclosed by Oriental Fortune.com is to spread more information and has nothing to do with this booth.
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