本报讯 近日气温居高不下，影视行业的热度也逐渐升高。

Report from our correspondent recently air temperature remains high，The film and television industry heat also is increasing gradually。

　　从票房的角度，《画皮2》堪称近年来中国电影行业一个惊喜。自6月28日上映以来，该部影片创造了包括零点点映票房、首日票房等在内的10项票房纪录，目前累计票房已达6.85亿元，缔造了中国影史新纪录。差不多同期播出的电视剧《天涯明月刀》也是人气鼎沸，连续多日占据全国收视冠军宝座，一举扭转了首播台湖南卫视的收视率不断下滑的窘境。

From the point of view of the box office，《2 different》In recent years Chinese film industry is a surprise。Since June 28, since the release，The film created including zero point reflected box office、The first day box office, ten of the box office records，At present accumulative total box office has already been up to 685 million yuan，Create a new record of Chinese history。Almost the same period the TV broadcast《Moon's sword》Popularity is also popular，Occupy the national anthem for many days champion，Every turn the Taiwan premiere of hunan satellite TV ratings have been declining dilemma。

　　上述影视剧的热映，也让出品方华谊兄弟(300027,股吧)和华策影视(300133,股吧)名利双收。今日华策影视公布上半年业绩称，净利润同比增长32.36%，超出市场预期；而《画皮2》的天量票房更是远超华谊最初的3亿元预估。两家公司在二级市场的股票也于近期开始量价齐升。6月12日以来，华谊兄弟累计上涨14.26%，并创出今年新高；华策影视启动稍晚，但7月10日以来也逆市攀升了18.17%。

The content of the heat mirror，Also let product FangHuaYi brothers(300027,Shares it)And China film and television for(300133,Shares it)communicating。Today China published the first half performance for film and television said，Net profit up 32.36%，Beating market expectations；and《2 different》The day box office is far beyond the amount of 300 million yuan hua originally estimated。The two companies in the secondary market shares in the near future, also began to JiSheng quantity and price。Since June 12,，Huayi brothers has risen by 14.26%，And creating a record high this year；China late start for film and television，On July 10, but since the inverse city also up 18.17%。

　　德邦证券分析师李明选表示，文化传媒相比于一般实体行业，较为特殊的一点在于其业绩与宏观经济下行走势并无明显相关性，“口红效应”反而使得文化传媒具有一定的防御性。所以，在其他行业公司中期业绩表现不佳、地雷股层出不穷的形势下，传媒板块表现出较强的稳定性，其中有着长期增长预期的新媒体、影视动漫子行业表现坚挺。目前大盘缺乏热点板块及下半年政策热点带动的预期，传媒板块尤其是离扶持政策更近的传统传媒股，仍值得短期关注。

DeBang securities analysts LiMingXuan said，Culture media than in general entity industry，A special point is in its performance and macro economic downside trends and no obvious correlation，“Lipstick effect”Instead, make the culture media have certain defensive。so，In other companies the medium-term performance to poor performance、Mines shares emerge in endlessly situation，Media plate represent strong stability，With long-term growth prospects of the new media、Film and television animation son industry performance held firm。At present the lack of hot plate and the second half of the expected policy hot drive，Media plate from more recent support policy, especially the traditional media shares，It still worth short-term concern。

　　据了解，目前A股相关影视制作上市公司主要有：华谊兄弟、华策影视、华录百纳(300291,股吧)、新文化(300336,股吧)、光线传媒(300251,股吧)、奥飞动漫(002292,股吧)、中视传媒(600088,股吧)、乐视网(300104,股吧)、电广传媒(000917,股吧)等9家公司，其中前4家公司的影视业务对总营收贡献较大。

According to understand，At present A shares listed company mainly related to film and television production：huayi、China film and television for、HuaLu baina lates(300291,Shares it)、New culture(300336,Shares it)、Light media(300251,Shares it)、Mr Fly anime(002292,Shares it)、CTV media(600088,Shares it)、Joy fox(300104,Shares it)、DianGuang media(000917,Shares it)9 companies such as，The first four companies of film and television business on the total revenue contribution is bigger。

　　记者 艾凌羽

Reporter YiLingYu