原标题：超级火爆！ Tang Tan 3的票房在第一天就突破了10亿美元，而万达电影即将扭亏为盈60亿美元？
概括
[Superhot!TangTan3’sboxofficebroke1billionWandaonthefirstdayofthemovieIsitgoingtoturnaroundwithapre-loss6billion?ZhuZhuananalystatGuohaiSecuritiesMediasaidthatwhenthecontentmarketisgoodenoughandthemarketispassivelyclearedaftertheepidemictheinflectionpointofsingle-screenoutputcanbeseenrelativelyquicklyThetopcompanieswiththehighestnumberofscreenswillbenefitmostatthistimeHoweverunderthevolatilityoftheepidemicyouwillalsofacefluctuationsinboxofficerevenueIftherevenueisnotenoughtocoverthefixedcoststhereturnonoperatinginvestmentwillbeunderpressure(21stCenturyBusinessHerald)
On February 12, New Year’s Day, among the seven new Spring Festival films released, “Detective Chinatown 3” had the largest box office.
According to the data of Maoyan Professional Edition, as of 17:30 today,The total box office of the movie “Detective Chinatown 3” exceeded 1 billion, accounting for more than 60% of the total box office of the Spring Festival stall, and more than 37% of the total box officeThe next in the box office is “Hello, Li Huanying” directed by Jia Ling, with a total box office of over 200 million, accounting for about 20% of the total box office.
So far, “Detective Chinatown 3” createdChinese filmmarketIt broke the 1 billion record at the fastest, becoming the 81st film in Chinese film history that broke 1 billion.
In addition,Tuopu data predicts that the box office of “Tang Detective 3” will reach 4.5 billion yuan,CICCIt is believed that the optimistic situation can reach 4.278 billion yuan, and the professional version of Maoyan predicts that its box office can reach 5.892 billion yuan.
Why is Tang Detective 3 so popular?
The popularity of pre-sales of “Detective Chinatown 3” also benefits from its strong IP.
In 2015, the contrast between Wang Baoqiang and Liu Haoran in “Detective Chinatown” became the dark horse of the Lunar New Year stall, with a cumulative box office of 818 million yuan.
In 2018, the second “Detective Chinatown 2” entered the Spring Festival as a “national comedy” for the first time, and finally ended with nearly 3.4 billion yuan.
Following the success of the films “Tang Detective 1” and “Tang Detective 2”, “Tang Detective” web dramasIQIYIOnline, 5 days after the start of the broadcast, Douban has a score of 8.1.
Before, my country’s film and television productionindustryIt is difficult to support the development of such a huge series of IP, but the current film and television production capacity is expected to reachIndustrializationAt the turning point, the “Tang Detective” series is expected to complete the IP development of film and drama linkage and all-round industrialization.
“Detective Chinatown 3” is the sequel created by the original crew of the “Detective Chinatown” series. The reason for winning the super box office isteamDeep cultivation of its IP.
These listedthe companyLaughedWanda MoviesCan the pre-loss 6 billion turn around?
It is reported that,“Tang Detective 3”costAround 500 million yuan, If the above box office expectations are achieved, the producerWanda MoviesAnd director Chen Sicheng has benefited a lot.There is no doubt that the company behind itPerformanceIt will also be greatly improved.
According to the data, “Detective Chinatown 3” was produced by Wanda Film and Television Media Co., Ltd. and Beijing Yitong Legend Film and TelevisioncultureLimited company,Chinese filmProduced by a company limited by shares. Dadi Times Cultural Communication Co., Ltd., Horgos Jinyi Film Co., Ltd.,Huanrui Century(Dongyang) Film and Television Media Co., Ltd. and other 23 companies jointly produced.
January 27,Chinese filmRelease 2020 annual performance pre-lossannouncement, Saying that the company expects to appear in 2020 for the first time since listingLoss。
According to preliminary calculations, the company belongs to a listed company in 2020shareholderofNet profitEstimated loss of 465 million yuan to 675 million yuan; after deducting non-recurring gains and losses, the company’s 2020 year attributable to shareholders of listed companiesNet profitThe estimated loss is between 592 million yuan and 802 million yuan.
China Film said that during the epidemic, the company’s production, distribution and marketing, film screening, and film and television service businesses were severely impacted.Operating incomeHave fallen sharply and have to bear greaterFixed costAnd rigid expenditures, upstream and downstream related businesses have suffered large losses.At the same time, based on the impact of changes in the external environment on the business, after careful evaluation, the company’sGoodwill174 million yuanProvision for impairment。
Similar to Chinese movies,Wanda MoviesIt will also be affected by the epidemic in 2020.
The 2020 annual performance forecast announced by Wanda Films shows:
It is estimated that the net attributable to shareholders of listed companies from January to December 2020profitFor a loss of 6.15 billion yuan to 6.95 billion yuan. This is already the second year that Wanda Films has suffered a loss. Coupled with a loss of 4.73 billion in 2019, Wanda Films has lost more than 10 billion in just two years. The former richest man Wang Jianlin lost 100 “small goals.”
It’s worth noting that Wanda FilmsGoodwill impairment, The performance loss was 4.728 billion.
From this point of view, in just two years, Wanda Films has lost more than 10 billion yuan, and the money lost in two years is more than the money earned after listing. Fortunately, the delisting rules have changed. Otherwise, after two consecutive years of losses, Wanda Movies will be put on the “ST”.
At the same time, Wanda Films did not stop its expansion. On January 28, Wanda Films also added new movies in Guangzhou.investmentA Wanda Cinema.
China Sea SecuritiesMediaAnalystZhu Zhu said that when the content market is good enough and the market is passively cleared after the epidemic, the inflection point of single-screen output can be seen relatively quickly, and the top companies with the highest number of screens will benefit most at this time. However, under the volatility of the epidemic, you will also face fluctuations in box office revenue. If the revenue is not enough to cover the fixed costs, the return on operating investment will be under pressure.
(Source: 21st Century Business Herald)
(Editor in charge: DF062)
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