According to cats eye data, the National Day archives have basically formed a tripartite trend of Jiang Ziya, my hometown and me and pioneer. Taking October 1 as an example, the film layout rates of the three films were 36.7%, 35% and 19.4%, respectively, and the film layout rate of champion was 7.5%.
National Day Film and television unit layout
On September 27, 800 official wechat announced that the box office exceeded 3 billion yuan. Eight hundred is the first film to be put on the market after the resumption of production. Since its broadcast on August 21, it has set many records, breaking the box office record of Chinese film market, breaking the global annual single day box office record, and the worlds first film with a box office of more than 100 million for ten consecutive days. Seeing that the situation is very good, eight hundred has entered the National Day archives.
As the producer of the film, Huayi Brothers has attracted much attention due to the popularity of eight hundred. On August 26, Huayi Brothers disclosed the relevant information of box office account splitting. At that time, the film was released in mainland China for 5 days, with a total box office of over 1 billion 155 million yuan, and the companys revenue from the movie was about 205 million -2.45 billion yuan. At the same time, the copyright sales revenue and overseas distribution income of the film have not been settled. Some analysts said that from the announcement, Huayi Brothers in the films share ratio between 17.75% - 21.21%.
Wang Zhonglei, vice chairman and CEO of Huayi Brothers, said in an interview with the media that eight hundred is one of the top three films with the highest profit proportion in Huayi films.
Previously, on the evening of August 28, light media announced that as of August 27, 2020, the companys operating income from eight hundred was about 30 million yuan to 36 million yuan.
Although it has entered the National Day archives, the popularity of eight hundred has basically come to an end. According to the prediction of cats eye, the box office of the film in the mainland is 3.113 billion yuan. The National Day archives will also usher in seven rivals, namely, the summer of kijiro, the champion, Jiang Ziya, me and my hometown, the vanguard, Mulan: born in the sky, and home at one point.
Among them, Jiang Ziya, I and my hometown and pioneer are basically three parts of the world. Taking October 1 as an example, the film layout rates of the three films were 36.7%, 35% and 19.4% respectively. As of 15:00 on September 30, the total pre-sale box office of Jiang Ziya and my hometown has reached 127 million yuan and 86.06 million yuan. Pioneer was released on September 30 with a total box office of 34.726 million yuan.
China and I are tiktoks lasts box office high profile my motherland and I. The lineup is strong. The producers include Beijing culture, Chinese film, Shanghai film, joy media and other listed companies. There are also voices, cat eyes, beep, new Li, the happy, and Huaxia films.
In view of this, there will be a number of big companies in the national day. Tiktok will be in a mixed position. Apart from the traditional film companies, there will be Alibaba, Tencent confrontation, and the Internet Co, who are represented by the jitter and beep.
Film and television stocks turn out to be better?
Because in addition to the investment noumenon of film single project, I can afford investors and all entrepreneurs. Besides, it also boosts the confidence of the whole industry in the future. After the first two weeks of 800 achieved good box office, many blockbusters have been put on file. What we get more is the blessing of God and the audience. Wang Zhonglei said.
Since July 20, the speed of returning to work and the audiences willingness to watch the film show positive performance. Since the middle of August, the restrictions on cinemas have been gradually relaxed. Since August 14, the attendance rate of some cities has been opened to 50%. At present, the occupancy rate of the hospital has been relaxed to 75%.
The film and television team of Kaiyuan Securities pointed out that it was still optimistic about the box office of the National Day archives, that is, driven by the new films in the head, the performance of theaters and theaters advertising companies continued to reverse from Q2, Q3 to Q4, and the film board entered the third stage of bottom repair, and the excess earnings of cinema plate and cinema advertising companies were higher or higher.
Yao Lei of Bohai Securities suggests that we should pay attention to the film fields with good 11th schedule and the strong box office lineup in the 11th schedule, and continue to pay attention to the leading film companies and related production and distribution companies; in addition, we suggest that we should pay attention to the leading companies in the advertising industry with the recovery of the prosperity in the second half of the year, and focus on the high-quality leading companies with low performance.
However, what can not be ignored is that the trauma brought by the epidemic has not yet healed. Huayi Brothers cash flow continues to tighten. Just as the film 800 tops the global box office in 2020, Huayi Brothers has encountered the reduction of the actual controller, which is mainly used to repay the stock pledge financing. From the stock price point of view, Huayi Brothers has also fallen back to 800 before the release.
From the current situation, there is the possibility of retaliatory consumption in the National Day archives, but it is not likely to recover to the level before the epidemic by relying on individual burst money in the short term.
The seasonal impact of National Day archives and Spring Festival archives is only short-term and one-off, and will not have a decisive effect on the performance of film and television stocks. From the past experience, the market will have expectations for the boom. Generally, the stock price will take the lead in response to the boom, which will not have a great impact on the long-term trend. A long-term focus on the film and television industry securities personage said.
Based on this calculation, a single film may have a volume of more than one billion at most, so it is difficult to have a big hit. Which film will win in the National Day archives will be revealed soon.
(author: Zhang Sainan, editor: Zhu Yimin)
Source: Yang Bin, editor in charge of economic report in the 21st century_ NF4368