传媒行业跟踪报告：丰富种类+“剧转影”+好莱坞多项优势加持，端午档票房有望维持较好表现

Investment Rating - The industry investment rating is "stronger than the market," indicating an expected increase of over 10% in the industry index relative to the broader market within the next six months [24]. Core Insights - The Dragon Boat Festival box office is expected to maintain good performance due to a rich variety of films and multiple advantages from Hollywood, with the total box office for the 2024 festival projected to reach 11.04 billion yuan [3][18]. - The 2024 Dragon Boat Festival will feature six key films, including "I Don't Want to Be Friends with You," "Anti-Crime: Never Give Up," "Negotiation Expert," "Walk and Stop," "Mad Max: Fury Road," and "American Civil War," catering to diverse audience preferences [2][13]. Summary by Sections Market Performance - The overall box office for the Dragon Boat Festival is expected to perform well, with 2023's total box office reaching 911 million yuan, ranking second in Chinese history for this festival [3][13]. - The 2024 film market is showing signs of recovery, with a sufficient supply of films across various genres, including crime, comedy, war, family, and suspense [3][13]. Internal Structure - "Negotiation Expert" shows a slight advantage in pre-sales, while "I Don't Want to Be Friends with You" is predicted to lead the box office during the Dragon Boat Festival [4][16]. - The pre-sale box office for "Negotiation Expert" reached 35.528 million yuan, with a total of 268,000 screenings and 869,000 attendees, while "Anti-Crime: Never Give Up" and "I Don't Want to Be Friends with You" followed with 33.015 million yuan and 24.168 million yuan, respectively [16][17]. Investment Recommendations - The report suggests focusing on high-quality film production companies, distributors, and leading cinema chains, as the film market is expected to show strong vitality due to recovering production efficiency and audience enthusiasm [21].