: Du Wei The butterfly effect of the
epidemic has caused a lot of impact on all walks of life, especially the offline physical industry. The
theater is closed, and movies can still be played online; the restaurant has less passenger flow and can still rely on take-out orders to continue; while the performing arts market is limited by factors such as liveness and stage feelings, falling into a state of rest. .
"The company collapsed, and a conservative estimate of the loss is at least 6 million yuan", "Some theaters will only reduce the rent of the venue by 8 million yuan", "Andy Lau's concert was cancelled, and the box office lost more than 100 million yuan." Income will drop by 3.5 billion.”... Behind the shocking figures of
is the helplessness and bitterness of practitioners in the performing arts industry. They have told the Daily Economic News reporter, "After this round of attacks, the performing arts market has recovered abnormally. difficult". Through dialogue with many industry insiders, every reporter tries to uncover the focus of attention of practitioners from their narration, restore the contradictions and difficulties faced by the current performing arts market, and unearth hidden opportunities from them.
The performing arts market has an intermission break.
All listed companies have cut their salaries by 50% and rely on loans to survive the national war "epidemic." Show" pause button.
"The epidemic has had a great impact on us. We had 7 or 8 projects that have been invoiced a year ago, but now they are all affected. At present, the company has collapsed. All of our performances in March have been cancelled, and the ones in April are still To be determined." Zeng Lu, the founder of Crazy Drama Club, said in an interview with reporters.
is different from the catering industry and the hotel industry. The performance market is a medium-to-high consumption market. It needs to wait for other industries to recover before it can get better. "The epidemic has caused the performing arts market to experience an'intermission', and all performances across the country have been stopped. After the epidemic, the amount of money everyone is willing to spend will decrease, especially at the consumption level, which leads to a longer recovery period for the performing arts market." Daolue Cultural Tourism Industry Mao Xiubing, the founder of the research institute, told reporters that the epidemic has dealt a huge blow to consumption, “It only costs 30 to 40 yuan to watch a movie, but the average ticket price for a performance is about 200 yuan, and the good point is 300, 400 yuan or even Up to 1,000 yuan."
In December 2018, Chengdu Electronic Theater Playhouse
Picture source: Every reporter Zhang Jianshe
Many people in the performing arts industry said in every interview with reporters that tourism performing arts can be gradually restored in May. , And the city’s performing arts will not fully recover until June. "During this period, we have called more than 30 performing arts companies to consult and assess related losses." Mao Xiubing told reporters that all performances in February, March and April have basically stopped. The recovery period for
concerts is relatively longer. "I am pessimistic that the concert may not go on normally until August, because it will start to resume in June." A related person who managed the concerts of multiple head singers told reporters.
Andy Lau concert scene. On January 26, Andy Lau took the lead in canceling the Hong Kong Red Hall concert. According to the prospectus of Special Arts Culture, a Hong Kong concert franchise organization, the company's concert preparation revenue in the second and third quarters of 2019 reached 200 million Hong Kong dollars. Special Arts Culture participated in more than 600 concert projects, including Jay Chou, Andy Lau, Rene Liu, and Mayday.
It is understood that under normal circumstances, when signing a contract for a performance project, the star’s performance fees, venue, security and other related expenses need to be fully paid. In case of special circumstances and the performance cannot be carried out, then the project needs to be delayed. "For us, the performance delay will only lose a part, but if the performance is cancelled, then all the paid fees will not be recovered." Zeng Lu further stated to reporters, "My two performing arts companies, One Live and Crazy Drama Club, performed more than 60 performances in 2019, and received a total of more than 30 million yuan in box office. Originally, we expected the box office in 2020. The income can be doubled to 3 times, but now I hope to maintain the level of last year.”
talked about the losses caused by the epidemic to the company. Zeng Lu told reporters that if the performance can go on smoothly in June, regardless of the performance of the project. At the box office, if only the project cost is used to assess the loss, "I conservatively estimate that the company’s loss will exceed 6 million yuan.In order to wait for these months, we will cancel at least 5-6 performances, the average cost of each performance is 1 million yuan, at the same time, the company's monthly regular expenditure is 100,000 yuan. "
Affected by the epidemic, the losses of small and medium-sized performing arts companies have exceeded one million, not to mention large listed companies. In interviews, every reporter learned that considering that there was no income before June, there are already listed performing arts companies. All staff were reduced by 50%, and one of the direct reasons behind the pay cut was to lay off staff. There are even the New Third Board Performing Arts Company, which had to rely on loans to survive.
concert in the tube
Andy Lau canceled 24 performances but will suffer in the next 3 years The biggest impact is how much pressure his
epidemic has put on the performing arts market? Through the star concerts that have attracted much attention from fans, you can get a glimpse.
2020 will be Andy Lau's singing again after 7 years away from the mainland stage, as an entertainment circle "Heavyweight" senior, his box office appeal can be seen. However, when he hit the epidemic, Andy Lau took the lead in canceling the Hong Kong Red Hall concert on January 26; on February 3 he announced the cancellation of the Wuhan station concert; 2 On the 12th, concerts at Shanghai Station, Guangzhou Station and Beijing Station were all cancelled. So far, from February to May, Andy Lau has cancelled a total of 24 concerts.
"Andy Lau's concert only lost the box office. Over 100 million. "A veteran who has traded star concerts such as Andy Lau, Lin Junjie and Li Ronghao told reporters that 2020 is the new year of concerts. Jay Chou, Stefanie Sun, Jingru Liang, and Rene Liu will all start a new round of tour. In the next year, the singer surnamed Chen was the singer who was most affected by the concert in these three years. At present, his first round of stadium concerts in Shanghai and Chengdu have been cancelled. "
In September 2019, Jay Chou’s latest single set a record of over 10 million in revenue in two hours. The concert ticket is even harder to find. Photo source: video screenshot
It is understood that there are unwritten regulations in the concert industry. The first round of the singer’s performance is mostly placed in the gymnasium, because in the relatively closed venue, the sound effect is good, and the quality must be hit first; the second round is going abroad, playing a world tour; and the third round It will be put in the stadium to make money.
"Now, the plans for the concert of the singer surnamed Chen are all disrupted. Under normal circumstances, he signs a big contract, and the funds affected by the cancellation or postponement of the epidemic must be hundreds of millions. "The above-mentioned person revealed to reporters that the key to this year is Stefanie Sun. "Stefanie Sun is an alternative existence. Her performances are rarely opened, but the tickets will definitely be sold in seconds, and she will definitely make money. There is Liang Jingru among singers of the same type. "
In May 2019, Stefanie Sun said on social platforms: "I am busy preparing for next year's 20th anniversary concert. I will keep working hard. Image source: video screenshot
In fact, with more and more concert projects "landing" over the years (Editor's note: refers to whether the performance is tied, that is, no money is lost), more people are beginning to look forward to it. This industry. "The performing arts industry is booming in 2019. Everyone is gearing up to make a good profit in the past two years. As a result, the outbreak of the epidemic has dealt a severe blow to our confidence. "A senior executive of a listed company in the performing arts industry confessed to a reporter. At the same time, "the suspension of live music festivals will cause a fatal blow to many little stars." After the show resumes, it will definitely be the head star to occupy the show, and the little star will be postponed indefinitely. "The above-mentioned executive analysis believes that the performance of the show will suffer more losses during the suspension. "Everyone's cash flow is under pressure. No matter if it is the singer agency or the fee for calling the venue in advance, security, etc., it will not be refunded. Originally ‘the gods are sad in February and March’, now the cash flow in the first half of the year has been affected, and the payment cannot be returned. They will have to wait until the summer after the epidemic is over to recover. How many people can resist? "
" The butterfly effect of the "epidemic" has intensified.
loses 40 million yuan a day and slows down the capitalization process of performing arts companies
In the performing arts industry, concerts are just one corner. From the annual box office of the performing arts market, it includes concerts, music festivals, and Livehouses. The live music performances included only accounted for one-third of the total box office, and the rest came from professional theater performances and tourist performances.
Picture source: "Current Status and Trends of Commercial Performances in China" (Daolue Performing Arts Industry Research Institute, November 2019)
But no matter what kind of performance it is, the location of the project is very important. An analyst in the cultural and travel industry told reporters that the epidemic has a greater impact on performance venues in major cities.
Take the Sichuan Grand Theater as an example. “There are more than 100 employees in the theater. If the performance is suspended, it means idling and wages.” One has worked in Jincheng Art Palace (the predecessor of Sichuan Grand Theater) for more than ten years. The staff of ”revealed to reporters, “When I worked at Jincheng Art Palace, I could do nearly 150 performances a year. It is roughly estimated that there will be about 80 performances in half a year. After the reconstruction starts, the rent for a venue in the Sichuan Grand Theater is 100,000 yuan. Therefore, (under the influence of the epidemic) the theater will lose more than 8 million yuan in rent for the venue alone, which does not count as their own performance project."
"The performance time is the same as the wedding time. It is best to On the weekend. But if you want to choose the weekend, you have to apply for approval and set the venue in advance." The above-mentioned executives of the performing arts company also emphasized the importance of the performance venues, and at the same time he was helpless, "The original concerts are now postponed, and In the performance industry, there is no such thing as a "refund" for the prepayments received." The
tourism performance project "Only Mount Emei", according to data from the Daolue Cultural Tourism Industry Research Institute, China's tourism performing arts box office in the past five years Revenue continued to rise, from 2.703 billion yuan in 2014 to 5.896 billion yuan in 2018. Photo source: Every time reporter Du Wei photo
, it is foreseeable that after the recovery of the performing arts market, there will be a blowout of concerts. "At that time, it will be more than funds, companies, relationships, and cooperation methods... For venues , Because of the large losses suffered by the epidemic, there may be price increases.” In this regard, the above-mentioned executives further analyzed to every reporter, “It is not possible that there will be no venues this year, like the concerts of some small and medium-sized singers. The project will definitely not survive. All of them will have to give way to the head singer’s large-scale concerts, and there will be a lot of disputes."
As for which singers’ concert projects cannot survive, the above-mentioned executives said: "It is not good to be specific. Calling on their names, or it will be a fatal blow to them.”
It can be seen that in the performing arts chain, performers, theaters and other links have been severely impacted, which will inevitably affect the entire performing arts market in 2020.
The China Performance Industry Association recently conducted a sample survey among its members. According to incomplete statistics, from January to March 2020, nearly 20,000 performances have been cancelled or postponed nationwide, and the direct box office loss has exceeded 2 billion yuan (Editor’s Note) : Refers to January to March 2020).
Mao Xiubing, who is familiar with the changes in the performing arts market and the only domestic research institution focused on the performing arts industry, told reporters that the total box office revenue of the performing arts market in 2018 is 15.15 billion yuan, and the box office will be 15.15 billion yuan in 2019. It reaches more than 16 billion. Even though February and March are the off-season of the performing arts market, the epidemic will still cause huge losses to the performing arts market this year. I expect that one-fifth of the box office will disappear, reducing at least 3.5 billion yuan."
If the performance market in 2020 is not hit by the epidemic, the box office will be at least the same as the 16 billion yuan in 2019. "Considering that the market in the first half of the year will be slightly weaker, it is estimated that the loss per day will now be 40 million yuan." Mao Xiubing Estimate.
Zhang Yimou has participated in the director's "Impression: Third Sister Liu" performance for 16 years, and it can be regarded as one of the "most passionate" tourism performance projects. Image source: video screenshot
In addition, Mao Xiubing believes that the epidemic will also have a greater impact on extras in the performing arts market. “For example, live performances have a limited number of leading actors, and most of them are extras.” Mao Xiubing gave an example, “Impressions There are roughly more than 20 professional actors in "Sister Liu" and as many as 200 extras. The epidemic has stopped the performances, and there is no need for group performances. Most small and medium-sized performing companies may have more than a dozen people left, yes As far as the company is concerned, there is not much influence, but the group performers have nothing to do and they have no salary. They have to face the most difficult moments." While the entire performing arts industry has been hit hard, it has also dragged down the capitalization path of some performing arts companies.
"Some performing arts companies in the industry, such as Chinese Culture, etc., are preparing to make efforts in 2020, hoping to register in A shares or merge into A shares within two to three years, orListing on Hong Kong stocks and NASDAQ are basically these three routines. Now facing the epidemic, everyone is very frustrated. "A veteran in the performing arts industry also took a NEEQ listed company he was familiar with as an example, and revealed to every reporter, "2020 is the second assessment year for this company to enter the innovation level. If the profit or turnover doubles, You can go directly to the innovation layer and hit the selection layer in the next round. "
It is understood that the above-mentioned company holds many music festivals jointly created with local governments, but due to the impact of the epidemic, I am afraid that the time for entering the innovation layer will be delayed. The company's triple jump has to be suspended. The impact of this can be imagined. After the
epidemic, the stop loss is struggling. The industry enters a new round of reshuffle. Those with cash flow have the world. How can the company adjust to minimize the loss. "Many of our performances at the end of the year are scheduled. It is impossible to discount guests like catering. If you sell performance tickets at a 50% discount, you will definitely lose money. "Zeng Lu is full of helplessness.
At present, many people in the entertainment industry believe that there is only one way to stop loss-performance postponement. "All performance projects want to postpone, but how can there be so many schedules and venues when they get together in the second half of the year? The market can't digest it, and it can only be cancelled in the end. "Regarding the postponement, a person in charge of a drama performing arts company told reporters that he was not optimistic. It can be seen from
that the huge pressure caused by the suspension and the uncertainty of the future performance have left many practitioners in confusion. However, the crisis New opportunities are also conceived in the next.
"Our research found that in the face of the sudden epidemic, many performing arts companies chose to deepen their script creation and polishing in February and March. "Mao Xiubing said that the epidemic is a good thing for creation. Whether you are creators in the performing arts industry or the park where the performance is hosted, you can sink your heart to "practice your internal skills" in the past few months.
2019 Beijing Deyun The club’s "Gangsi Festival" performed, and fans outside the theater gathered. Photo source: video screenshot
A senior executive of a new three-board performing arts company told reporters that a new round of reshuffle in the performing arts market has arrived. "When SARS, the industry just After a round of reshuffle, many small private companies have collapsed, and some larger companies have emerged; after 17 years of reshuffle, there will be "groups" in the performing arts industry, forming 2 to 4 large companies or groups. Operation. This style of play is different from the previous shuffle. "
" is now five fingers pinched together is a fist, spread it out, it is five different companies, distributed all over the country, when needed, they will be consolidated together. This is the truth. "The above-mentioned executives believe that the suspension of performances will lead to the collapse of a group of small performing arts companies. It is hard to get through until the performance is resumed. When they think there is hope, they will collapse another group of companies." The remaining large companies will pass through the group. 'Form an industry monopoly. After the epidemic, the surviving performing arts companies will have a larger market space, and the sky may be bluer, which is also conducive to better performance. "
For the development of the industry, the above-mentioned senior executives are still full of hope." In the performing arts industry, as long as you have good brains, ability, resources, and connections, you can definitely survive this round of reshuffle. The most important thing is that we must have money in hand, and good cash flow can help us recover and develop as soon as possible. "The
tourism performance project "Songcheng Eternal Love", according to the research report of Zhongtai Securities, the organizer Songcheng Performance has maintained rapid growth since its listing in 2010, with an 8-year compound annual growth rate of 28%. Source: Video screenshot
Indeed, compared to movie tickets of tens of yuan a month, and video memberships of tens of yuan a month, the recovery of the entertainment industry, where tickets start at hundreds of yuan, is slower and it is difficult to boost, but it will eventually Find a way to overcome it. "At present, all the performances to be cancelled or postponed are still being resolved through negotiation. It proves that there are problems and losses, but in the end there will be a plan. We all support each other and solve it together. "Zeng Lu told reporters.
"I hope that the government can increase its support for performing arts companies and support institutions for the development and creation of repertoires." "In this regard, Mao Xiubing issued a personal suggestion, and now all entertainers are suffocating their energy to create at home. "If the government can introduce some policies to support everyone during this period, including national and provincial art funds can support creation, Will promote the performing arts market repertoireThe level is greatly improved. Because everyone has never been able to concentrate on such a moment before. This is also a good opportunity for performing arts creation. "
In addition, Mao Xiubing also realized that when the performing arts market gradually recovers in May and June, the biggest problem is the schedule. "Many performances are coming out in a swarm, and the market may not be able to arrange them. At the same time, the promotion of performances will also face big problems. . In the later stage, close coordination between the theater and the local government is needed. "
Reporter Observation | Spring may be late, but you will never be absent Individuals are actively involved in the prevention and control of the epidemic, and all parties have watched and helped each other, and finally they can pull away the clouds and greet the sun.
On February 7, Song Shuli, spokesperson of the National Health Commission and Director of the Propaganda Department held a press conference in the Joint Prevention and Control Mechanism of the State Council It was stated at the press conference that the number of newly reported confirmed cases across the country has dropped significantly for two consecutive days, suggesting that the effects of the previous epidemic prevention and control measures have further appeared. Of course, after the "epidemic", mass consumption has been curbed and it will take time to gradually recover. The country also Pay close attention and help.
At a press conference of the State Information Office not long ago, Lian Weiliang, deputy director of the National Development and Reform Commission, pointed out that the impact of the epidemic on the current economy, especially on consumption, is increasing, especially on transportation, cultural tourism, The consumption of services such as hotel, catering and film and television entertainment has a relatively large impact, but this impact is temporary and temporary. In the future, China will formulate policies and measures to counteract the impact of the epidemic according to the situation, especially to help the more affected by the epidemic Industry enterprises.
Recently, the State Administration of Taxation also issued the "Announcement on Supporting the Prevention and Control of New Coronavirus Pneumonia Epidemics Related to Tax Collection and Management Matters", the announcement proposed to "taxpayers provide public transportation services, life services, and Provide residents with income from express delivery services of essential living materials, exempt from value-added tax.” Among them, life services involve cultural services, entertainment services and other industries. Governments at all levels have also introduced a number of policies to help companies struggling under the epidemic Reduce the burden.
Therefore, in the epidemic prevention stage, actively participate in content creation and improve the comprehensive service level of the performing arts market without being too anxious. Content is the soul of performances, and performances are the carriers of content. The core driving force that can promote the prosperity of the performing arts market is always There are warm content. After the performances resume one after another, the performing arts market will usher in a watershed. This is inevitable and reality. At the same time, members of the performing arts industry chain are also contributing their own strength to the industry’s relief. February 17 On Sunday, 200 theaters across the country, including the National Centre for the Performing Arts, Workers’ Stadium, Wukesong Stadium, etc., jointly issued a joint “epidemic” pledge: they will return performance deposits in compliance with the force majeure clause; they will actively develop non-weekend workday schedules, and the venue will not rent. Premium; Five solid measures including special performances and condolences to the frontline personnel of epidemic prevention will work with the whole industry and the whole society to support each other and help each other to overcome difficulties.
spring may be late, but it will never be absent. We look forward to more and more in the future High-quality performance projects can accelerate the boosting of the performing arts market.
Vision: Shuai Lingqian Typesetting: Du Yi Lu Xiangyong
Daily Economic News
