730 million in one day! National Day file completely fire, these a shares to break out?

category:Finance
 730 million in one day! National Day file completely fire, these a shares to break out?


Minsheng Securities pointed out that the National Day golden week has always been a must for filmmakers. Last year, six films were released on the National Day archives, and the box office of 6 films was 4.2 billion yuan from October 1 to 7, accounting for 7.1% of the total box office of the whole year. This years national day and Mid Autumn Festival are superimposed to promote the centralized release of film viewing demand, and the film market is expected to usher in a new round of film viewing peak.

Jiang Ziya leads the box office

According to the Ministry of culture and tourism, on the first day of the National Day Mid Autumn Festival holiday, 97 million domestic tourists were received in China, which recovered by 73.8% on a year-on-year basis according to the comparable standard, and the tourism revenue was 76.65 billion yuan, with a year-on-year recovery of 68.9% according to the comparable caliber.

And tourism is just as lively as the film industry. On October 1, Shenzhens major cinemas were almost full of popular movies, and ticket shopping platforms, such as cats eye movies, were almost sold out. Cinemas in popular business circles were even more difficult to get tickets.

Based on the word-of-mouth of Nezhas demon boy, Jiang Ziya is currently the biggest winner of this years national day, with box office soaring. On the morning of October 1, the box office of the animated film Jiang Ziya in mainland China reached 185 million yuan, which broke the first day box office record of animated film in the mainland film market. The previous record was kept by 144 million in the birth of Nezhas devil child.

From 200 million yuan to 300 million yuan, and then to 358 million yuan at the box office on the first day of national day, as of the time of publication, the box office of Jiang Ziya has exceeded 457 million yuan in two days, making it into the top 5 box office of this year, which is not far away from the total box office of 510 million yuan for beloved.

In the summer of 2019, the birth of Nezhas Devil boy hit the domestic animation circle with a box office of 5 billion. Jiang Ziya, the second part of the myth Trilogy created by the light media, attracted much attention before it was released.

On August 16, the film Jiang Ziya, which was scheduled to be released in this years Spring Festival, was announced on Weibo on October 1. After the news came out, on August 17, the light media once hit the price limit of 16.42 yuan, up 2.21% to close at 15.26 yuan.

In the second half of 2020, light media is expected to release 12 film projects, including 39 film projects such as deep sea, star travels out of the earth and big fish and Begonia 2; in terms of animation, the company launched aobingzhuan and other film and television linkage or derivative comics in the first half of 2020, launched 14 original comics online and introduced more than 60 high-quality third-party comic works.

The gathering of big names has a strong aftereffect

This film continues the collective creation mode of I and my motherland last year, but different from I and my motherland which narrates with the main melody, my hometown and I has taken on a relaxed comic style. Directors and actors are still the top collection in the industry. Zhang Yimou acts as the director system, Ning Hao as the chief director, and Zhang Yibai as the chief planner. On this basis, there are also some comic stars such as ge you, Huang Bo, Fan Wei, Deng Chao and Shen Teng. Among them, there are 8 Movie emperors and 2 movie queens.

It is worth noting that Beijing culture, once known as a blockbuster digger for its participation in the release of warwolf 2, wandering earth and I am not the God of medicine, also participated in the production of the film.

Cats eye data shows that the current 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%. The box office of the first day of the National Day holiday this year has recovered to 89%, nearly 90%, compared with the box office of 815 million yuan on the first day of the National Day holiday in 2019.

According to the data of cats eye professional edition, the box office of National Day archives from 2016 to 2019 was 510 million yuan, 2.656 billion yuan, 1.908 billion yuan and 4.466 billion yuan respectively.

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.

CICC believes that the cinema has been back to work for nearly two months, and the box office recovery rate has reached 94.8% since September, and the market share of head cinema lines and shadow casting companies has further increased. Looking back on the National Day archives in previous years, the film heads are concentrated and the channel is sinking obviously. The box office is expected to reach 3.6-4.6 billion yuan in the 8-day holiday, returning to 86% to 110% of the 7-day period last year.

Guojin Securities pointed out that this week, the flow of shopping malls in Beijing and Shanghai has returned to the same level in the past, while that in Shenzhen has reached the previous 120% level. At present, the prosperity of catering and takeout consumption in various provinces and cities has continued to rise, which indicates the sustained recovery of domestic demand to a certain extent. The more obvious is that the economic level is weak, the recovery intensity of provinces and cities is higher, and the offline consumption in sub developed areas may be diversified and upgraded. The activity of film app reached about 80% in the past, and many films on the National Day archives are expected to have a pulling effect on the box office. The film and television industry has experienced a long period of adjustment, and from the basic point of view, there are signs of bottoming up. Huatai Securities expects that the concentration of the cinema industry will be improved, and companies with strong capital strength and rich management experience are expected to benefit from it. The leading companies listed in the primary market have increased their capital, which also shows their recognition of the improvement trend of industry fundamentals in the future. In the film content section, it is suggested to pay close attention to the film filing. On the cinema board, the short-term focus on the follow-up resumption rhythm and film file determination and other news catalysis; the medium and long-term focus on the industry clearance. Read the box office record and refresh it again! Be careful of scams under the National Day feast and make 70.9 billion yuan! Nearly 2 trillion enterprise annuity half year report card released, real estate enterprises fight against silver 10: 6.6% discount for real estate sales promotion_ NF4368

Guojin Securities pointed out that this week, the flow of shopping malls in Beijing and Shanghai has returned to the same level in the past, while that in Shenzhen has reached the previous 120% level. At present, the prosperity of catering and takeout consumption in various provinces and cities has continued to rise, which indicates the sustained recovery of domestic demand to a certain extent. The more obvious is that the economic level is weak, the recovery intensity of provinces and cities is higher, and the offline consumption in sub developed areas may be diversified and upgraded. The activity of film app reached about 80% in the past, and many films on the National Day archives are expected to have a pulling effect on the box office.

The film and television industry has experienced a long period of adjustment, and from the basic point of view, there are signs of bottoming up. Huatai Securities expects that the concentration of the cinema industry will be improved, and companies with strong capital strength and rich management experience are expected to benefit from it. The leading companies listed in the primary market have increased their capital, which also shows their recognition of the improvement trend of industry fundamentals in the future. In the film content section, it is suggested to pay close attention to the film filing. On the cinema board, the short-term focus on the follow-up resumption rhythm and film file determination and other news catalysis; the medium and long-term focus on the industry clearance.