The 2 billion box office of "Wandering Earth" led this stock carnival; "Crazy Alien" is not "crazy", the light media plummeted! Film and television stocks staged two days of ice and fire
On the seventh day of the New Year, the market opened! On the first trading day of the A-share of the Year of the Pig, the performance of the Spring Festival movie section remained the focus.
Unlike the pre-holiday forecast, "Wandering Earth" unexpectedly became the box office champion, with a number of concept stocks rising, and the "Crazy Alien" that was previously expected to wait for the box office to fall short of expectations, and even the concept stocks such as Light Media fell sharply. .
"Wandering Earth" brought fire to the concept stocks such as Beijing Culture
Because "Wandering Earth" box office broke through 2 billion, became the box office champion of the Spring Festival in 2019.
A number of concept stocks rose sharply.
The biggest winner is Beijing culture. On February 11th, the opening of the Beijing culture was a daily limit, and then the board was opened.
Beijing culture is one of the producers and distributors of Wandering Earth. Beijing culture was as early as January 23, 2017.announcementSaid that the company intends to participate in the investment of the film "Wandering Earth". The total investment amount does not exceed 108 million yuan, of which the film production cost is 72.5 million yuan, and the advancement and issuance cost of the advance is 25 million yuan - 35 million yuan. The partner of this investment is China Film Co., Ltd. Beijing Film Production Branch.
In May 2018 and January 2019, Beijing Culture announced twice that the company's related party Guo Fan Culture Media (Beijing) Co., Ltd. plans to invest in the film "Wandering Earth". The company's board of directors agreed that the company and Guo Fan Culture Media signed the film "Wandering." Earth's joint investment agreement. Guo Fan Culture has invested a total of 39 million yuan.
Looking back now, Beijing culture did not attract much attention when investing in "Wandering Earth". But this explosion shows that Beijing culture has a unique vision in the selection.
In fact, Beijing culture has achieved remarkable results in recent years. Previously, he also produced "War Wolf", "The Nameless Generation", "I am not a drug god", etc., all of which are box office word-of-mouth explosions.
Another major producer, Chinese film, rose 1.46%. In its 2017 annual report, Chinese film announced that the company has led or participated in a number of film productions, including "The Wandering Earth."
In addition, there is a large wave of outstanding A-share film and television companies as producers. On the evening of February 10th, Shanghai Film and Wentou Holdings issued a notice saying that they participated in the production of "Wandering Earth".
At the close, Shanghai Films rose 3.89% and Wentou Holdings rose 3.94%.
There is also mango super-media, which is also one of the producers of "Wandering Earth". Mango Super Media also revealed its help to "Wandering Earth" a few days ago, and announced the film support from multiple channels.
Mango Super Media is a unified new media industry and capital operation platform of Hunan Radio and Television. In fact, the film field is not the traditional advantage of the mango system, but the mango entertainment and mango super media in the film field is not a one-off event. On December 31, 2015, the "Chinatown Detective Case" released in the Lunar New Year file became a box office explosion, and the Mango Department was also one of the producers.
According to estimates, as of noon on February 11, the total market value of Beijing Culture, Shanghai Film, Wentou Holdings, China Film, and Mango Super Media, which is the concept of “Wandering Earth”, increased by about 3 billion from the previous trading day.
"Crazy Alien" into a box office runner-up related listed companies do not rise and fall
The market is always unpredictable. In fact, the most optimistic one that won the championship in the 2019 Spring Festival is Ning Hao’s "Crazy Alien." However, the latest box office results show that "Crazy Alien" is only the box office runner-up.
"Crazy Alien" carried out a 2.8 billion box office guarantee release, breaking Zhou Xingchi's "Mermaid" 2 billion guarantee record, enough to see the market's affirmation of the original works of Joy Media.However, the latest box office data of the cat-eye movie shows that the current "Crazy Alien" has a cumulative box office of less than 1.5 billion yuan, and there is still a long way to go from the 2.8 billion box office.
The production companies of "Crazy Alien" include: Happy Media, Bad Monkey Film and Beijing Light Film Co., Ltd. The distribution company is Horgos Youth Light Film, Shannan Light Film, Wuxi Baotang Film, and Horgos Youth Light Film and Shannan Light Film is a wholly-owned subsidiary of Light Media.
In the two trading days before the Spring Festival, the media rose 4% and 5%. As the box office results fell short of expectations, the stock price of the media dropped sharply, once fell more than 8%, and then narrowed to less than 5%.
Another producer, Huanxi Media, was a Hong Kong stock. It fell more than 11% on February 8 and continued to fall on February 11. The decline narrowed to 1.19%.
According to the announcement by Joy Media, its wholly-owned subsidiary is happy as an investor, and has signed a guarantee agreement with Khorgosle Flower (Baodifang). The guarantee party bears the declaration fee of 200 million yuan, and the investor receives the minimum issue income. 700 million yuan.
Throughout the Spring Festival performance, 8 movies were released on the New Year's Day. The mainland movie market box office exceeded 1.4 billion yuan, a year-on-year increase of 12%, once again refreshing the Chinese film market single-day box office record; but since then the box office income and view The filmmakers fell linearly. However, due to the overall increase in movie fares during the Spring Festival this year, the total number of box office in the Spring Festival is slightly higher than last year.
According to Guosheng Securities, the box office of the Spring Festival in the Year of the Pig was basically the same as that of the same period of last year, and the number of people watching the movie dropped slightly, slightly lower than market expectations. However, "Wandering Earth" box office sword refers to 5 billion, exceeding market expectations, and it is recommended to pay attention to the short-term catalyst for Beijing culture and Chinese film of listed companies involved in the film investment and distribution. At the same time, it is recommended to pay attention to cinema companies such as Wanda Movies, which have a large adjustment period in the previous period and are relatively safe in valuation, and have outstanding advantages in first- and second-tier cities.
(Article source: Securities Times)