Core Insights - The release of "Zootopia 2" has revitalized the sluggish movie market at the end of the year, achieving a total box office of 1.913 billion yuan within five days of its release, with over 45 million viewers [1][3] - The box office forecast for "Zootopia 2" in mainland China has been raised to 4.263 billion yuan, positioning it to potentially surpass "Furious 8" and challenge "Avengers: Endgame" for the top spot among imported films [1][3] - The film has significantly increased cinema attendance, with some theaters reporting four times the average audience compared to the National Day holiday, and a high percentage of screenings dedicated to "Zootopia 2" [1][3] Industry Impact - "Zootopia 2" serves as a crucial boost for Disney in the global market, especially as the company reported a 19% increase in annual revenue for its entertainment segment, reaching $4.7 billion, despite a decline in fourth-quarter revenue due to fewer theatrical releases [3][4] - The film's success is particularly important for Disney in the Chinese market, where its animated films have struggled to exceed 500 million yuan in box office since 2020 [3] - The strong performance of "Zootopia 2" is expected to provide a necessary cash flow for cinemas, highlighting the ongoing demand for quality commercial films in a market that has been affected by a lack of such offerings [4]

Core Viewpoint - The animated film "Zootopia 2" has achieved a total box office of over 1.83 billion yuan in just five days since its release, surpassing its predecessor "Zootopia" which earned 1.538 billion yuan, making it the highest-grossing imported animated film in Chinese history [1]. Box Office Performance - As of November 29, "Zootopia 2" recorded a single-day box office of 738 million yuan, accounting for 94.8% of the total box office that day [21]. - The film attracted over 18.755 million viewers on November 29, setting a new domestic animation film record, second only to "Detective Chinatown 3" [21]. - The film's total box office has reached 4.66 billion yuan globally, with projections for the domestic box office ranging from 4.055 billion to 4.263 billion yuan [47]. Records and Achievements - "Zootopia 2" has broken multiple records, including the highest single-day box office for an imported film, surpassing "Avengers: Endgame" [47]. - The film's single-day screenings exceeded 367,200, setting a new record for single-day screenings in Chinese film history [31]. - The film achieved a single-day attendance rate of 38.6% on November 29, with an average of 51.1 viewers per screening [47]. Collaborations and Partnerships - Several companies have announced collaborations related to "Zootopia 2," including Chinese Film, which saw its stock price surge following the film's release [48]. - Companies like Citic Publishing and Semir Clothing have engaged in partnerships, producing various Disney-related products [48]. - Brands such as Luckin Coffee, Li Ning, and McDonald's have also launched co-branded products in conjunction with the film's release [48].

有的影院甚至在周日凌晨密集排了三场，最晚的一场于00:45开场，散场时已是凌晨2:33。 "如果不提前买票，这个周末只能看《疯狂动物城2》黄金场次的角落座位了。"李言鲁告诉记者。 以他管理的济南新世纪电影城（泉城路店）为例，《疯狂动物城2》上映后掀起观影热潮，影院几乎全 天候排映该片，"其他影片基本也就是早晚场补一下"。他了解到，一些影厅数量较少的影院甚至全天只 排《疯狂动物城2》。 值得注意的是，《疯狂动物城2》由中国电影引进发行。11月28日，中国电影午后涨停封板。（每日经 济新闻） 【爆了！#疯狂动物城单日票房超7亿元#，#疯狂动物城预测总票房超42亿#】#疯狂动物城发行方中国电 影涨停#《疯狂动物城2》爆了。这个周末，多家影院经理直观感受到，观影的热闹氛围仿佛回到了春节 档。11月29日，《疯狂动物城2》单日票房超7亿元，据猫眼专业版，总票房预测上调至42.63亿元。 2025年国内单日票房纪录由今年春节档上映的《哪吒之魔童闹海》保持，为8.66亿元。相比之下，《疯 狂动物城2》的表现已接近这一高点。 疯狂动物城2 收起场次 ^ 0 加鬼搭档 今天 11月29日 186后全129 英语 4D 65 @ ...

Investment Rating - The industry investment rating is "Increase Holding" [4][11]. Core Viewpoints - The release of "Zootopia 2" has exceeded expectations, with total box office revenue expected to surpass 50 billion yuan [6]. - The animation film market is entering a new phase driven by both domestic and overseas productions, with 2025 anticipated to be a significant year for animation films [6]. - The commercial value of film IP is expanding, with over 70 brands collaborating with "Zootopia 2" across various sectors [6][7]. - The film market is transitioning from quantity to quality, with high-quality content becoming the core driver of box office performance [6]. Summary by Sections Industry Overview - The industry comprises 130 listed companies with a total market value of 1,783.635 billion yuan and a circulating market value of 1,650.146 billion yuan [2]. Market Performance - "Zootopia 2" achieved a box office of 14 billion yuan within four days of release, setting multiple records in Chinese film history [6]. - The film's performance indicates a strong recovery in the market, with a significant increase in audience attendance and box office revenue [6]. Future Outlook - The upcoming holiday seasons are expected to see a robust performance from both imported and domestic films, with several high-profile releases scheduled [6][10]. - The industry is expected to continue its growth trajectory, supported by a recovery in the supply of imported films and a focus on high-quality content [6]. Key Companies to Watch - Companies to monitor include China Film, Light Media, Wanda Film, and Maoyan Entertainment, among others, which are positioned to benefit from the evolving market dynamics [6].

Core Insights - The release of "Zootopia 2" has revitalized the sluggish movie market at the end of the year, achieving a box office of over 1.8 billion yuan within five days of release [1][3] - The film's box office forecast in mainland China has been raised to 4.263 billion yuan, positioning it to potentially surpass "Furious 8" and challenge "Avengers: Endgame" for the top spot among imported films [1][3] - "Zootopia 2" has significantly increased cinema attendance, with some theaters reporting four times the average audience compared to the National Day holiday [1][3] Industry Impact - The success of "Zootopia 2" serves as a crucial boost for Disney in the global market, especially as its entertainment segment reported a 19% revenue increase to $4.7 billion for the fiscal year, despite a decline in fourth-quarter revenue [3][4] - The film has become a much-needed morale booster for Disney in the Chinese market, where its animated films have struggled to exceed 500 million yuan in box office since 2020 [3][4] - The strong performance of "Zootopia 2" is essential for cinemas to maintain cash flow, highlighting the ongoing demand for quality commercial films in a market that has been affected by a lack of such offerings [6]

Group 1 - The core viewpoint of the article highlights the strong box office performance of "Zootopia 2," which has surpassed 1.4 billion yuan in just four days since its release [1] - The total box office forecast for "Zootopia 2" has been significantly raised to 4.26 billion yuan, indicating strong market expectations [4] - Analysts suggest that the release of "Zootopia 2," along with several other anticipated films, is expected to boost the overall performance of the holiday box office and contribute to an increase in annual total box office revenue [6] Group 2 - "Zootopia 2" is produced by Walt Disney Studios, with China Film as its domestic distributor [7] - On November 28, shares of China Film experienced a rapid increase, coinciding with the announcement of another film, "De Xian Jin Zhi," set to be released on December 6 [7]

Core Viewpoint - "Zootopia 2" has become a significant box office success, reviving the cinema atmosphere reminiscent of the Spring Festival period, with theaters experiencing high attendance and demand for tickets [1][3]. Box Office Performance - On November 29, "Zootopia 2" is projected to exceed 700 million yuan in single-day box office, with total box office predictions raised to 4.263 billion yuan [6][16]. - As of November 29, the cumulative box office for "Zootopia 2" has surpassed 1.4 billion yuan, positioning it to potentially become the second highest-grossing imported film in China, surpassing "Furious 8" [10][19]. - The film's box office performance is approaching the record set by "Avengers: Endgame," which stands at 4.25 billion yuan [19]. Audience Engagement - The film has achieved a high screening ratio, with "Zootopia 2" accounting for 77.9% of the total screenings and 94.9% of the box office on November 29 [13]. - The audience demographic has shifted, with a notable increase in family viewership, particularly among children and parents during the weekend [15]. Marketing and Brand Collaborations - Disney's strategic marketing efforts, including collaborations with various brands such as Miniso and Luckin Coffee, have amplified the film's IP effect, leading to sold-out merchandise [24][29]. - The film's release has also positively impacted related products and theme park attendance, contributing to a significant increase in visitor numbers at Shanghai Disneyland [32]. Industry Context - The success of "Zootopia 2" comes at a time when Disney has struggled with its animated films in the Chinese market, with previous releases failing to surpass 500 million yuan since 2020 [19]. - The film's strong performance is attributed to its compelling storytelling, visual appeal, and emotional resonance, meeting the evolving preferences of contemporary audiences [32].

Group 1 - The core viewpoint is that the box office forecast for "Zootopia 2" has been significantly raised, with total box office predictions reaching 4.26 billion yuan [2] - Market analysts from Maoyan Entertainment suggest that the strong release of "Zootopia 2" and the upcoming lineup of popular films are expected to boost the performance of the New Year box office and further elevate the annual total box office [4] - "Zootopia 2" is produced by Walt Disney Pictures, with China Film as the domestic distributor. On November 28, China Film's stock experienced a rapid increase, coinciding with the announcement of the release date for the film "The Leisurely Production," set for December 6 [5]

Core Viewpoint - The animated film "Zootopia 2" is breaking box office records in China, showcasing its strong market appeal and potential for significant revenue generation [2][5]. Box Office Performance - "Zootopia 2" has achieved a cumulative box office of 1.367 billion yuan within just four days of its release, with a single-day box office reaching 700 million yuan [3][5]. - The film's total box office, including pre-sales, has reached 1.54 billion yuan [3]. - It has surpassed the previous record for single-day box office for imported films held by "Avengers: Endgame" and is the only film this year outside of the Spring Festival to exceed 700 million yuan in a single day [5]. Audience Engagement - The film has recorded a single-day audience of 17.654 million, breaking the previous record of 17.3228 million set by "Ne Zha" [5]. - The film's screening ratio is close to 80%, with an attendance rate exceeding 36%, contributing to 95% of the daily box office [5]. Pre-release Hype - Prior to its release, "Zootopia 2" generated significant anticipation, with pre-sales reaching 287 million yuan, making it the highest pre-sale for animated films in the past three years [5]. Future Projections - Industry analysts predict that "Zootopia 2" could surpass 3 billion yuan in box office revenue, with some estimates even suggesting a potential of 5 billion yuan [5]. - If it reaches 3 billion yuan, it is expected to rank among the top three films in the domestic box office for 2025 [5]. Industry Impact - The success of "Zootopia 2" has positively influenced the overall box office performance in China, with the daily box office exceeding 730 million yuan on November 29 [5]. - The film's popularity has led to extended screening hours in many cinemas, with some screenings running until nearly 3 AM [6].

以下文章来源于e公司 ，作者证券时报 吴志 e公司 . e公司，证券时报旗下专注上市公司新媒体产品，立志打造A股上市公司资讯第一平台。提供7x24小时上市公司标准化快讯，针对可能影响上市公司股价的 主题概念、行业事件及时采访二次解读，从投资者需求出发，直播上市公司有价值的活动、会议。 《疯狂动物城 2》展现强大票房号召力。 迪士尼动画电影《疯狂动物城 2》正在"疯狂"破纪录。 这一成绩超过了2019年4月上映的《复仇者联盟4》保持的国内市场进口片单日票房纪录，同时，《疯狂动物城2》也成为今年春节档之外，唯一一部单日票房超过7亿 元的影片。 此外，《疯狂动物城2》的单日观影人次已达到1765.4万，超过今年2月4日由《哪吒之魔童闹海》创下的单日1732.28万人次的纪录，刷新中国影史动画电影单日观影人 次纪录。 得益于《疯狂动物城2》的出色表现，11月29日国内电影市场单日票房节节攀升，截至20时已超过7.3亿元，并推动2025年国内电影票房逼近480亿元。 《疯狂动物城2》在上映前热度就已爆表，灯塔专业版显示，距离上映尚有约11个小时，该片的预售票房就达到2.87亿元，超过《哪吒之魔童闹海》，成为过去三年动 ...