【夏日经济｜#暑期档票房破60亿元但不及过去2年#，#南京照相馆出品方涉5家上市公司#】灯塔专业版 数据显示，截至8月1日，暑期档（6月-8月）电影票房已经突破61亿元。《南京照相馆》《长安的荔 枝》《侏罗纪世界：重生》《名侦探柯南：独眼的残像》《F1：狂飙飞车》《酱园弄·悬案》《碟中谍 8：最终清算》《罗小黑战记2》暂列票房前8名，且单片档期票房均已突破3亿。其中，刚上映7天的 《南京照相馆》以10亿元领跑暑期档，也是今年春节档后票房最高的影片。 《南京照相馆》背后的出品发行公司包括中国电影（600977.SH）、幸福蓝海（300528.SZ）、横店影视 （603103.SH）、万达电影（002739.SZ）和上海电影（601595.SH）。该影片的走红也拉动了背后上市 公司的股票增长。其中最明显的要数幸福蓝海，该公司在7月底的5个交易日中，曾收获4个涨停，累计 上涨超110%。 据灯塔专业版数据显示，暑期档定档影片达128部（含待映），其中剧情片45部，动画片29部。截至目 前，上海、北京、深圳、广州、成都、杭州、武汉、苏州、南京、重庆暂列城市票房榜前十名，其中南 京较去年同期排名上升2位，表现突出；不同 ...

另一方面，机构对于同属文娱板块的传媒股也看好，预计果麦文化、流金科技、中文在线等多股2025年 全年净利润增长率均超100%。 以下文章来源于财经图解 ，作者十字路口 财经图解 . 财经大事早知道，关注东方财富股票！ 受电影《南京照相馆》爆火带动，影视传媒周三(7月30日)获关注，东方财富Choice数据显示，据机构预 测数据，影视传媒2025年多股净利料录得高增长，其中光线传媒高达698%。 消息面上，据灯塔数据，截至7月30日9时29分，2025年暑期档（6-8月）总票房已突破55亿元。其中 《南京照相馆》表现尤为亮眼，自7月25日正式公映后，市场热度持续高涨，上映5天票房超6亿元，目 前《南京照相馆》票房收入位居暑期档第一。该片打破了近三年暑期档战争片首映日纪录，成为拉动暑 期档票房高涨的关键力量。 中国电影评论学会会长饶曙光表示："暑期档电影票房突破50亿元，并连续多个工作日破亿元，电影市 场呈现出稳中向好的走势。接下来，《浪浪山小妖怪》《东极岛》等新片也将登陆大银幕，期待暑期档 下半场更精彩。" 中邮证券表示，随着暑期档的深入，电影市场正迎来一年中最为关键的观影高峰期。在经历了一段时间 的市场调整后 ...

商报讯（记者 叶晓珺）《长安的荔枝》《南京照相馆》《戏台》……一部部暑期档影片的接力，使电 影市场逐步回暖，助推影视板块开启"狂欢时刻"。昨日早盘，影视板块领涨，申万影视院线指数半日上 涨3.11%，涨幅居所有行业首位。个股方面，幸福蓝海（300528）再度收获20%幅度涨停，5天斩获4 板；金逸影视（002905）、慈文传媒（002343）封板，光线、华策等集体冲高。 业内人士表示，《南京照相馆》有望成为这个暑期档的"黑马"，带动整体电影市场继续升温。抗战片叠 加动画电影将驱动后续票房趋势拉升，2025全年票房有望超越2024年的425亿元，实现同比稳步增长。 《南京照相馆》助推影视股大涨 幸福蓝海连续3日涨停 暑期档超预期影片成行情引爆点，板块单周表现创年内最佳。 据统计，暑期档大盘单日票房已连续11天破亿元。尤其是7月27日（周日）突破3.24亿元，这也是今年 继春节档之后，时隔154天大盘单日票房再破3亿元。 另据灯塔数据，截至目前，今年暑期档总票房（含预售）已突破56亿元。其中，《南京照相馆》表现突 出，自7月25日（周五）在全国正式公映，首周末连续两天单日票房破亿元；上映5天票房超6亿元，成 为继 ...

Core Insights - The summer box office has reached 5.737 billion yuan as of July 30, with expectations to surpass 6 billion yuan, driven by the release of several key films and government subsidies [1][3] - The film "Nanjing Photo Studio" has emerged as a significant success, with a box office of 714 million yuan and predictions to exceed 3 billion yuan, benefiting its main investors [1][2] - Government initiatives, including viewing subsidies in various regions, have stimulated consumer interest in films, contributing to a positive outlook for the summer box office [3][4] Industry Performance - The summer box office has seen daily earnings exceeding 100 million yuan since July 18, indicating a peak period for film releases [1] - The competitive landscape for top films is strong, with animated films maintaining a solid foundation, which is expected to support the overall film market for the year [1] - The positive performance of "Nanjing Photo Studio" has activated the summer box office, with other films like "The Stage" and "The Lychee of Chang'an" also showing upward trends in box office earnings [2] Government Support - Various local governments have issued viewing subsidies, such as Jiangsu's 30 million yuan in movie consumption vouchers and Beijing's 10 million yuan in subsidies for the summer film festival [3] - The promotion of diverse viewing experiences and outdoor screenings is part of the strategy to enhance consumer engagement and stimulate box office growth [3] - Analysts are optimistic about the second half of the summer box office, anticipating significant recovery and growth due to the release of heavyweight films and improved viewing conditions [3][4]

Group 1 - The film "Nanjing Photo Studio" is set to be released in multiple overseas markets, indicating the acceleration of China's film "going out" strategy [1] - The film's release in Australia, New Zealand, the US, Canada, and other regions is expected to boost the company's overseas box office revenue and brand influence [1] - Actual box office performance and market feedback will be crucial in assessing the film's contribution to the company's financial results [1] Group 2 - The Ministry of Agriculture and Rural Affairs, along with ten other departments, has issued a plan to promote agricultural product consumption, focusing on nutritional and healthy eating [2] - There is a shift in consumer demand from merely satisfying hunger to seeking nutritional and health benefits, prompting the ministry to advocate for increased consumption of soybeans and milk [2] - This initiative is expected to lead to demand expansion for related enterprises and reshape the agricultural product consumption structure, enhancing the overall industry value [2] Group 3 - Apple has announced the closure of its retail store in Dalian, citing changes in the external commercial environment as the reason for this decision [3] - This move reflects Apple's cautious assessment of the commercial ecosystem and aims to optimize its store network for improved operational efficiency [3] - While there may be short-term concerns regarding retail strategy, this decision is likely to strengthen brand experience by focusing on core business districts in the long run [3]

Core Insights - The 2025 summer movie season is experiencing significant growth, with total box office exceeding 5.5 billion yuan and over 145 million admissions as of July 29 [1][2][3] - The film "Nanjing Photo Studio" is leading the box office, breaking multiple records and is projected to reach a total box office of 3.2 billion yuan [2][4] - The diverse supply of films, exceeding 100 titles, caters to various audience preferences, contributing to a sustained box office performance [3][4] Industry Performance - The summer box office has consistently surpassed 600 million yuan for four consecutive weeks, indicating a strong market momentum [3] - The first half of 2025 saw a total box office of 29.23 billion yuan, a year-on-year increase of 22.9%, marking the best performance since 2020 [7] - Domestic films accounted for 91.2% of the box office in the first half of the year, highlighting their role in market recovery [7] Company Involvement - The production companies behind "Nanjing Photo Studio," including Happiness Blue Sea and China Film, have seen stock price increases following the film's success [4] - "Nanjing Photo Studio" involved nine production companies, while "Longan's Lychee" had eleven, indicating a collaborative approach in film production [4] - The strong performance of animated films this summer, such as "Liao Zhai: Lan Ruo Si," reflects the growing potential of the domestic animation industry [5]

Core Viewpoint - The film market is experiencing a resurgence, with the A-share film sector showing strong performance, particularly driven by the release of films like "Nanjing Photo Studio" which has revitalized the summer box office [1][2]. Group 1: Market Performance - As of July 28, the film concept index rose by 1.28%, indicating positive market sentiment [1]. - The summer box office from June 1 to August 31 has reached 52.63 billion, with "Jurassic World: Dominion" leading at 5.44 billion [2]. - The release of "Nanjing Photo Studio" has significantly improved the box office performance, achieving a cumulative box office of 4.4 billion within a few days of its release [1][2]. Group 2: Film Analysis - "Nanjing Photo Studio" was anticipated as a key player in the summer box office and is projected to reach a total box office of around 30 billion [2]. - The film's success has positively impacted its production companies, with listed companies like China Film and Happiness Blue Sea seeing stock price increases [2]. Group 3: Future Outlook - Several major films are set to release in the coming weeks, which are expected to further boost the box office performance [3]. - Analysts believe that films such as "Wang Wang Mountain Little Monster" and "East Extreme Island" have the potential to exceed market expectations [3].

"在意大利外国记者协会(ASEI)的协助下，我们确认了欧洲其他国家从未有过类似的街道永久性更名的 举措，这在欧洲实属首次，具有标志性意义。"方曼青介绍，意大利中国电影节是欧洲时报文化传媒集 团的一个品牌活动，自2016年创办以来，电影节始终致力于以电影为桥梁，深化中意民间的相互理解与 情感链接，"我们希望通过影像艺术，将中国的故事带给意大利观众，也期望借此平台推动文化、商业 及社会各领域的深入交流与对话。" 揭牌仪式后，巴尔迪市政府内举行了表彰仪式和电影放映活动，以向在此次活动及推动文明对话与文化 共融方面作出积极贡献的人士进行表彰。 据欧洲时报网报道，活动得到意大利旅游部的高度重视，旅游部长丹妮拉·桑坦切(Daniela Santanchè)发 来贺信，表达对中意文化交流的积极肯定，并寄望借此契机推动高质量旅游发展、延长旅游季节，进一 步传播最真实的意大利形象。 中国驻米兰总领馆总领事刘侃表示，值此中意建交55周年之际，意大利中国电影节的成功举办以及"中 国电影路"的揭牌仪式，不仅彰显了两国在文化领域的深厚友谊，也为推动双边关系向更广泛、更深入 的领域发展注入了新的活力。刘侃还特别提到中国对意大利实施的免签 ...

Core Viewpoint - The summer box office in China has seen a significant decline, with total earnings reaching only 51.61 billion yuan, a drop of nearly 26% compared to the previous year, raising concerns about the future of the film industry in the country [2][3][20]. Group 1: Box Office Performance - The summer box office has only generated 51.61 billion yuan so far, down from 69.70 billion yuan last year, marking a decline of 25.95% [2]. - The current summer box office performance is even lower than the special periods of 2021 and 2022 [3]. - If the box office continues to decline, it may lead to a lack of confidence among film producers regarding the summer season, potentially pushing many films to the more lucrative Spring Festival period [20]. Group 2: Film Releases and Reception - Despite the release of numerous films from both established and new directors, many have failed to perform well at the box office, such as "酱园弄·悬案" with a predicted box office of only 3.75 billion yuan [5]. - New directors who previously achieved high box office numbers have also faced setbacks, with films like "恶意" and "无名之辈：否极泰来" expected to earn only 2.60 billion yuan and 0.52 billion yuan, respectively [6]. - The animated film "聊斋·兰若寺," which previously garnered 18 billion yuan, is now projected to earn only 3.15 billion yuan [7]. Group 3: Impact on Companies - China Film (600977.SH) has seen a decline in revenue and profit last year but is expected to recover slightly this summer due to its involvement in "南京照相馆," which is performing well [10]. - Companies like欢喜传媒, which produced "酱园弄·悬案," are likely to face significant losses, while光线传媒's "花漾少女杀人事件" is projected to earn only 0.29 billion yuan, which has a minimal impact on its overall performance [11][12]. - The remaining films that could potentially perform well are produced by non-traditional major companies, indicating a shift in the industry landscape [14]. Group 4: Future Outlook - The summer box office's core competitiveness relies on the continuous supply of diverse and high-quality films, which is crucial for driving overall box office performance [20]. - If high-quality films continue to migrate to the Spring Festival, the summer season may become a dumping ground for lower-quality films, leading to a negative perception among audiences [20]. - This could create a vicious cycle of declining box office performance, leading to fewer quality films, further diminishing the appeal of the summer season [20].

Group 1 - The summer box office in 2025 has shown significant recovery, with daily box office surpassing 3 billion yuan for the first time in 154 days, and total box office exceeding 50 billion yuan as of July 28 [1] - The summer box office has reached over 53 billion yuan, with daily box office exceeding 1 billion yuan for 11 consecutive days [1] - The strong performance of the summer box office has positively impacted the stock prices of film companies in both Hong Kong and A-shares, with notable increases in stocks such as Happiness Blue Ocean and China Film [1] Group 2 - Happiness Blue Ocean's stock has experienced abnormal trading fluctuations, with a cumulative price increase of over 30% in three consecutive trading days [3] - The film "Nanjing Photo Studio," produced by Happiness Blue Ocean, has performed exceptionally well, grossing over 4.12 billion yuan within three days of its release, which is more than 50% of the company's audited revenue for the last fiscal year [3] - "Nanjing Photo Studio" has achieved a high Douban rating of 8.6, leading in audience reception among summer films, and is projected to gross a total of 32.05 billion yuan [3] Group 3 - As of July 28, "Nanjing Photo Studio" has surpassed 5 billion yuan in box office, becoming the third film of the summer to achieve this milestone [4] - The top two films in terms of box office are "Jurassic World: Rebirth" and "Lychee in Chang'an," with respective earnings of 5.45 billion yuan and 5.09 billion yuan [4]