華泰證券:電影院線經調整後已基本反映悲觀預期 行業有望邊際改善
華泰證券研報指出,電影院線板塊二季度以來持續調整,主因全國電影票房表現不及預期。二季度票房同比下滑主因頭部電影項目供給較少,2023年集中釋放疫情間的項目儲備,而電影項目製作有一定週期,當前存在優質內容供給不足,隨着項目製作推進後續將持續改善。電影院線板塊經調整後已基本反映悲觀預期,當前《抓娃娃》熱映,後續眾多頭部電影項目將接續上映,有望帶動行業邊際回暖,迎來配置機會。
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