Shen Ling letter fund Sun Lin cultural media industry investment is just unfolding-guitarpro5

Shen Ling letter fund Sun Lin: cultural media industry investment fund Sun Lin, just unfolding shenwanling letter 2016 spring a "Mermaid" let the capital market to understand the value of the cultural media industry, the film released from the new year’s day to new year ten, just ten days at the box office income is close to 2 billion 300 million yuan, although there are a few days into the at the end, but the "Mermaid" China top box office champion has no suspense. Compared with the earlier entry of foreign cultural industry into the asset market, the first batch of domestic cultural industry companies were listed only at the end of 2009 and the middle of 2011. With the change of residents’ consumption structure, the proportion of leisure culture consumption has gradually increased, and the industry has developed rapidly since 2013. The first allows the market to realize the value of one of the media culture industry event is a domestic original comedy "embarrassed" Thailand’s release, released the film on 2012 "Twelve period, more than a month in the release period swept the country, eventually won 1 billion 257 million yuan at the box office, the capital market will set off a wave of strong for culture the media industry investment. In the capital market enthusiasm driven by the original film Toupai television media class company actively, and introduce the idea of making new production technologies, a large number of rich, sophisticated production of domestic films gradually released. 2015 "remember" catch demon to 2 billion 400 million yuan at the box office to refresh the domestic movie box office records, domestic original animation "the return" to 900 million yuan at the box office to create a new record of domestic animation, these achievements gradually increased the investment in the capital market to the cultural industry confidence. Reviewing the development of the film industry, commercial real estate investment contributed to all parts of the country’s "shopping mall" operation brings more investment opportunities to the theater, the screen number increased at a high speed in the short term, the film industry viewing terminal rapid popularization and deepening, a good basis for the potential increase in viewing the number of hits. It is because of the increase of the viewing channel, which has promoted the change of the consumption structure of the mass leisure entertainment from the side. Because of the increase of demand and the emergence of diversified demand, the film and television industry has been booming. In addition to the increasing number of fixed screen screens, the popularity of mobile devices such as smart phones has reinvented a small screen market with larger demand and more diverse elements. We clearly feel that the video site has become a powerful channel for the realization of third film and television content resources beyond the cinema and TV stations. In recent years we have seen the operators continue to increase capital spending to improve network speed, network traffic mobile phone users is also growing exponentially; the massive growth of video website year movie resources procurement plan, which proves that television media industry development space is gradually opened. Innovation has not stopped, the application of VR equipment is expected to gradually improve in the past year, VR scene has become a new battleground for the major media, film and television companies to compete for resources. If the popularity of VR equipment accelerates, then VR video screen will become the fourth media film and television resources platform, compared with the first three realizable platform, VR scene participation and experience is more intense, the viewing experience is more comfortable, we believe that the theory of the scene is more comfortable

申万菱信基金孙琳:文化传媒行业投资方兴未艾   ⊙申万菱信基金 孙琳   2016年新春一部《美人鱼》让资本市场重新认识了传媒文化产业的价值,该片从大年初一上映至大年初十,短短十天票房收入已接近23亿元人民币,尽管还有几天就进入放映尾声,但《美人鱼》登顶中国电影票房冠军已毫无悬念。与国外文化产业较早的进入资产市场不同,国内最早一批文化产业公司上市也仅在2009年底、2011年中期。随着居民消费结构的改变,休闲文化消费占比逐渐上升,行业在2013年后发展迅猛。最初让市场认识到传媒文化产业价值的事件之一是国产原创喜剧片《泰囧》的上映,该片于2012年“双十二”期间上映,在一个多月的上映期内席卷全国,最终获得12.57亿元的票房收入,资本市场也随之掀起了一波强大的对于文化传媒产业的投资。在资本市场热情的带动下,传媒影视类公司积极的投拍原创影片,引入新的制作理念和制作技术,大量内容丰富、制作精良的国产影片逐渐上映。2015年《捉妖记》以24亿元人民币的票房刷新了国产电影票房纪录,国产原创动画片《大圣归来》以9亿元人民币票房创造国产动画片新纪录,这些成果逐渐增强了资本市场对文化产业投资的信心。   回顾电影行业的发展历程,商业地产投资功不可没,全国各地众多的“shopping mall”运营给影院带来了较多的投资机会,银幕数量在短期内以极快的速度上升,使得电影产业的观影终端快速普及深化,为观影人数的潜在上升打下了良好基础。正是由于观影渠道的增加,从侧面助推了群众休闲娱乐消费结构的改变,由于需求的增加和多元化需求的出现,推动了影视行业蓬勃发展。   除了固定的银幕屏数量增加以外,智能手机等移动设备的大量普及,再造了一个需求数量更大,多元化元素更多的“小屏”市场。我们明显地感受到,视频网站已经成为继电影院、电视台以外第三个影视内容资源变现的强大渠道。近些年我们看到运营商不断加大资本开支提升网络运行速度,手机用户的网络流量使用也在成倍增长;视频网站年影视资源采购计划大规模增长,这证明影视传媒行业的发展空间被逐渐打开。   创新始终没有停止,近一年来VR设备的应用预期逐渐提升,VR场景已经成为各大传媒影视公司资源争夺的新战场。如果VR设备的普及加快,那么VR视屏将成为第四块传媒影视资源的变现平台,相对于前三个变现平台而言,VR场景的参与性和体验感更加强烈,观影体验更加舒适,我们认为消费者对于传媒影视的消费比例会进一步上升,传媒影视行业大发展可期。   变现渠道的多样化、影视内容的多元化及持续的政策红利成为传媒影视行业未来成长的主要逻辑,我们认为由于变现渠道的多样化使得消费者更加贴近传媒影视作品;而多元化的影视内容更容易引起消费者的意识共鸣,从而进一步激发消费行为;政策鼓励文化产业发展也为行业提供了较好的政策环境。我们相信在未来,在资本市场中文化传媒行业的市值比例一定会超过部分传统制造行业,成为经济增长新的动力来源。THE_END 新浪声明:此消息系转载自新浪合作媒体,新浪网登载此文出于传递更多信息之目的,并不意味着赞同其观点或证实其描述。文章内容仅供参考,不构成投资建议。投资者据此操作,风险自担。 进入【新浪财经股吧】讨论相关的主题文章: