Tuesday, January 26, 2010

電影概念又要炒

港股又被「陰乾」,只跌127點至20,598點,其實4日累積已消失逾千點了。金融大龍頭如大笨象(005)跌1.63%至84.3元,而其他內地巨頭也被集資陰影拖累,但中國移動(941)卻漲0.8%至75.1元,莫非傳聯通(762)無GPhone,可以少一個憂慮?而本地的地產藍籌股也幫手撐市,如新鴻基地產(016)和長江實業(001)分別向上2.1%和0.57%也。無他,現貨成交不突出,只有逾638億元,但期貨較熱鬧,轉倉活動又開始增加,今明兩個月份的期指成交逾10萬張,相信本周受轉倉影響而繼續波動。

上周談到是否有第二班港股直通車,有網友話:「係時候買番啲1398(工商銀行)和939(建設銀行)」怎知翌日上海金融服務辦公室否認,又話是「無中生有」,然後大市直插,內銀股再加集資負面消息衝擊,場面認真悲壯。令人失笑的是,上海市政府新聞發言人於上周五承認,當地政府正積極研究個人海外投資問題,可見各政府部門之間的協調性,以及對於處理資訊發放的手法有多「厲害」!
這種情況對內地人來說,似乎已見怪不怪。禤中怡近日往廣州一趟,與餐廳侍應聊天,談到亞運會即將舉行的盛況,他卻坦言,交通問題令人煩惱,單是一些交通收費政策,便於數個月內改5、6次之多!簡直是擾民。

跳上的士,同樣碰到司機對政府的不滿(這種情況在香港同樣發生),他說以前有三座大山(近年談到的是看病難、住房難和上學難),現在的士業也有三座大山,原來廣州市最近規定,新的士需提高首年承包費1,000元人民幣,並計劃新增700部的士,而且要捱燃料成本上漲的壓力。對乘客來說,的士多,截車易,當然歡迎,但司機對政府政策已經產生負面影響,屆時再爆罷駛也實屬正常。

消息市依然籠罩大市,見到國務院辦公廳提出份促進《電影產業繁榮發展的指導意見》,恐怕又有得炒,除了口號式宣傳外,最重要是,每年國產電影佔放映時間總和三分二,即使外國片如《阿凡達》賣座,也不能長映長有。

此外,意見還指,於2012年基本完成地級市和部分縣級市的數碼影院建設改造目標、電影經濟總量年均增長速度達逾20%、加快推進國有電影事業單位轉企改制和公司制、股份制改造、開發電影的電視點播、家庭影院放映、互聯網點播及手機等移動多媒體播映市場,甚至推動符合條件的國有和國有控股電影企業重組上市,鼓勵金融機構向電影企業融資,並探索建立電影風險投資機制。

內地電影企業要重組兼上市,自然又有概念可炒,至於目前從事電影和內容製作相關的橙天嘉禾(1132)、豐德麗(571)、寰宇(1046)和中國星集團(326)等,又會否成為大戶的目標呢?但需考慮的是,這類股份細細粒,小心上車容易落車難,更要注意的是,官方的訊息又會否隨時變臉!

(1月26日刊於《am730》)

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