Film and cinema concept stocks weaken intraday; GF Securities says industry is in a period of structural reshaping

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Summary · why it matters

On July 24, the film and cinema concept sector fell 3.09% intraday. Among constituent stocks, Huanrui Century dropped 6.52%, Huace Film & TV fell 5.77%, Jetsen declined 4.65%, Happy Blue Ocean lost 4.49%, and Huazhi Digital Media slipped 3.82%. A research note from GF Securities pointed out that the film and cinema sector was under pressure in the first half of 2026, with cumulative box office from January to May falling 42.51% year-on-year, mainly due to a high base effect and weak supply. Intensifying competition among cinemas led to a continued decline in per-screen output. The industry is in a period of structural reshaping, and AI technology is expected to reshape the production process and unleash supply-side vitality.

Impact on assets 3

Others▼ · 3 stocks
Beijing Jetsen Tech Co
300182
▼ NegativeDemandrelevance

Weak box office and falling per-screen output reduce demand for film/TV production services.

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