Holiday leisure and entertainment are indispensable. Watching a movie has become a habit of many people. A lot of capital has been laid out for a long time, and the promotion of various kinds of films for the Spring Festival is also in full swing. Whether the film and television industry can benefit greatly from it deserves attention.
Driven by high-quality films such as "action in the Red Sea" and "Chinatown detective 2", the total box office in February this year reached 10.046 billion, an increase of more than 60% year-on-year. And the 2019 Spring Festival is coming, and listed film and television companies standing at the height of the capital market are flocking to participate in this feast. Han Han, Hao Ning, Stephen Chow, these new and old generation of well received directors gathered in various industries, all of which brought their own works for many years; and Shen Teng, Wu Jing, Chan long, bear haunted, piggy Paige, such highly watched actors or IP also joined the war. It is worth looking forward to whether the box office will break the 10 billion yuan mark again in February next year.
At present, according to the films about to be released on taopiao, there are 15 films released in Spring Festival, with a large number. Among them, 13 were released on February 5, and 1 on February 7 and 9 respectively. It can be seen that 2019 will be the most crowded year ever.
List of related listed companies
Different from 2018, although there are still many participants in the 2019 spring festival film, there are many professional film and television production, publicity and distribution, online ticketing and other companies, as well as some video websites and cinema companies.
Ray media: Main publicist of crazy aliens
In 2019, the Spring Festival first revealed its true appearance, which caused the capital market shock. It was the case of "crazy alien" with a price of 2.8 billion yuan. On the evening of July 5, Hong Kong listed company Huanxi media (1003. HK) announced that the film "crazy alien" produced by its investment was guaranteed by holgos Lehua film industry at a price of 2.8 billion yuan, which led to Huanxi media locking in 700 million yuan of revenue in advance.
With the approaching of the Spring Festival, light media finally came to the surface. According to the information provided by the cat's eye professional edition, light media is the main publicist of the film. In the past two years, light media, which does not represent the work, won the publicizing of "crazy alien", which can be described as a "turning over battle" of gambling.
Bona film: strategic investment in Han Han and participation in "flying life"
In the Spring Festival archives, the publicity and distribution strategy was first launched. At present, the movie "flying life" with over 200000 people wanted to see by taopiao + Maoyan is standing behind the Bona film industry, which has been queuing up for IPO on the small and medium-sized board.
Bona film industry is a regular player in the Spring Festival in recent years. Han Han's film "ride the wind and waves" in the Spring Festival in 2017 and "Red Sea Action" in the Spring Festival in 2018 have played a great role behind it. The achievements of these films are also very good, including "ride the wind and waves" box office of 1.046 billion yuan and "Red Sea Action" box office of 3.65 billion yuan.
New culture: 1.326 billion yuan tied with star to participate in the investment of "king of new comedy"
This year, the latest filing, the most mysterious "king of new comedy" also stands behind the new culture, a listed company.
Alifilm (1060. HK) vs Le Chuang film
Alibaba film industry has entered the international IP animation "piggy page over the new year". This is the first time that Ali pictures has invested in the main stage. It is also the first time for the first time Chinese New Year's main movie to be released. The market is looking forward to it.
The direct competitor of piggy page over the new year is the original "bear infested ·". As a cartoon that must be shown during the Spring Festival every year, the series of "bear haunting" has been shown for five consecutive years on the first day of the new year. The classic image of "bear big two" and "bareheaded strong" has a very high popularity among young children.
The publisher behind "the bear haunts the primitive age" is Le Chuang film. After a series of difficult transformation such as equity transfer, divestiture and reorganization, 2019 will mark the start of Le Chuang film industry under the leadership of Zhang Zhao.
Finally, the table of participation of major companies in the 2019 Spring Festival archive is attached, as follows:
In addition, GF Securities also suggests paying attention to listed companies, light media in the film and television production sector, Chinese film, Beijing culture, Wanda film and Hengdian film and television in the cinema sector.
Performance of film and television companies
Although the Spring Festival is popular in 2018, the performance of some film and television companies this year is not outstanding. There are 31 Listed Companies in the wind film and entertainment industry, covering all kinds of Companies in the industry chain such as content production, cinema, etc. At present, a total of 13 companies have published the annual report forecast, of which about 6 companies have a lower limit of net profit of positive profit, accounting for less than half. However, only two companies achieved year-on-year growth in net profit, Ciwen media and Jixiang, respectively. The remaining 10 companies are expected to decline.
According to the third quarter report, we find that most of the listed companies listed above are leading enterprises in the industry, and their net profit ranking is not only far ahead, but also a lot of them have achieved substantial growth. Once the 2019 spring festival film starts successfully, it is expected to contribute to next year's performance, which is worth looking forward to.