以下文章来源于市值观察 ，作者市值观察 市值观察 . 聚焦上市公司市值与价值 多部影片再度掀起激战。 文 ｜ 云潭 来源｜ 市值观察（ID：shizhiguancha） 封面来源 ｜ Unsplash 一年前的春节档， 《哪吒 2》以 雷霆万钧 之势改写 世界 影史 ， 主投方和发行方 光线传媒成为最大赢家，一个季度豪赚 2 0 亿元，股价一度飙升 3 00% 一年之后， 2 026 春节档如期而至，多部影片再度掀起激战。那么，今年，谁将复制光线传媒的神话？ 。 多强争霸 2 026 年的光影盛宴即将开启。 根据 灯塔专业版发布的《 2026年春节档前瞻》， 截至 2月6日 ，已有 8部影片定档 ，八雄角逐的战势已经拉开 。 这 8 部影片分别是 《飞驰人生 3》《惊蛰无声》《镖人：风起大漠》《熊出没·年年有熊》《星河入梦》《熊猫计划之部落奇遇记》《重返·狼群》 和 《夜王》 ， 喜剧、悬疑、武侠、动画、剧情、萌宠 、 奇幻、 纪录片 等各种类型 不一而足 。 另外 ， 网上呼声很高的《转念花开》《神探之痕迹》《欢迎来龙餐馆》《澎湖海战》 ，目前还 没有确切 的 消 息 。 考虑到往年春节档期普遍为 6到7部 ...

央视网消息：2026年电影春节档从大年二十八一直到正月初七，被称作"史上最长春节档"。2026年春节档与往年有哪些不同？ 春江水暖鸭先知，资本市场早就闻风而动。节前最后一个交易日，A股影视院线板块集体"飘红"。光线传媒涨超15%，横店影视、 博纳影业、中国电影也纷纷走高。港股这边，猫眼娱乐、橙天嘉禾同样迎来上涨行情。这波行情有实打实的硬逻辑支撑。 第一，政策"定心丸"给得足。2026年2月，国家电影局等部门牵头启动"2026电影经济促进年"，全年将投放不少于12亿元惠民观影 补贴。金融端也跟上节奏，中国银联联动银行、院线推出多券叠加优惠，让老百姓看电影更实惠、支付更便捷。 第二，片子够硬，观众买账。《飞驰人生3》《惊蛰无声》《镖人：风起大漠》等强片扎堆，类型丰富，老少咸宜。"超长档期+优 质供给"等于给票房上了双保险。 说到底，今天的中国电影早就不是"放完就散"的单场演出。一张小小的电影票，如今已成了连接情感、激活消费的"文化纽带"。它 承载的不只是剧情与特效，更是团圆的笑声、城市的温度，和我们对美好生活的共同期待。 第三，基本面回暖。2025年，全国电影票房重回500亿元，上市公司盈利改善，为股价上涨提供了 ...

Group 1: Automotive Rental Market - The demand for car rentals is increasing due to the upcoming Spring Festival, with both rental order volume and user scale showing year-on-year growth. Notably, the booking volume for new energy vehicle rentals has increased sixfold compared to last year [1] Group 2: Film Industry - Several listed companies are involved in the production or investment of films for the 2026 Spring Festival, with "Flying Life 3" having the highest participation from A-share listed companies, including China Film (600977.SH), Hengdian Film (603103.SH), Wanda Film (002739.SZ), and Bona Film (001330.SZ) [1] - China Film has announced that "Star River in Dream" is its first produced film for the Spring Festival, and it has also participated in "Boonie Bears: Year of the Bear" and "Silent Awakening" [1] - Hengdian Film has participated in "Boonie Bears: Year of the Bear" and "Star River in Dream" [1] - Financial analysts predict that the extended nine-day holiday will enhance viewing demand, leading to an upward trend in box office revenue during the Spring Festival period [1] Group 3: Catering Industry - Multiple listed companies in the catering sector have prepared for the New Year's Eve dinner scene and pre-packaged meal gift boxes. Companies such as Yuyuan Group (600655.SH), Shuanghui Development (000895.SZ), Anjiexin Food (603345.SH), Weizhi Flavor (605089.SH), Wens Foodstuff Group (300498.SZ), and Guolian Aquatic Products (300094.SZ) have developed products for New Year's Eve pre-packaged meal gift boxes [4]

据猫眼专业版数据，截至2月15日22时左右，2026年春节档档期总票房已破4亿元。 此外， 春节档新片预售票房已突破3.7亿元。其中《飞驰人生3》独占鳌头，大幅领先第二名《惊蛰无声》，《镖人：风起大漠》《熊出没・年年有熊》 《星河入梦》位列3—5名。 首日排片165130场 惊蛰无声 累计猫眼想看38.1万 映前2天 7882.21元 首日预售6668.35万 首日排片146126场 镖人： 风起大漠 累计猫眼想看25.0万 映前2天 熊出没·年年有熊 累计猫眼想看25.9万 映前2天 3612.75万 首日预售3255.01万 首日排片61383场 星河入梦 累计猫眼想看9.7万 映前2天 4549.93万 首日预售3779.62万 首日排片93061场 2946.22元 首日预售2121.62万 首日排片40003场 1861.79元 首日预售1583.65万 首日排片44441场 熊猫计划之部落奇 遇记 累计猫眼想看35.7万 映前2天 映前2天 今年春节档上映的影片种类多样、题材多元，涵盖喜剧、动作、动画、科幻等类型。 影片《惊蛰无声》（上映时间：2月17日 大年初一）讲述国安小组针对重要情报外泄事件 ...

（来源：环球时报） 转自：环球时报 【#电影人深情寄语中国电影120年#】#易烊千玺周冬雨于适等祝福中国电影#田华："祝福中国电影，薪 火相传、熠熠生辉。"@张译 ："作为演员，我深感荣幸能参与其中。"@TFBOYS-易烊千玺 ："真切感 受到每一个角色身上绽放的生命力，在一个个故事里不断成长。"@于适Yosh ："真正支撑我们走远 的，始终是文化的底蕴和讲好故事的初心。"@黄渤 ："那些贴着生活走的经典，我们永远不会忘 掉。"@雷佳音 ："一代代电影人的接力，让光影事业始终有温度、有力量。"@周冬雨 ："让不同年代 的人体会同一种心动。"@张子枫 ："电影不仅是完整的故事，也是无数个滚烫又珍贵的片段。"一代代 中国电影人贴近生活、珍藏滚烫、坚守初心、接力传承，愿光影不息，唯经典永恒。祝中国电影越来越 好！（央视） ...

Core Insights - The 2026 Spring Festival film market is set to be significant, with a total box office exceeding 300 million yuan, led by "Fast Life 3" [1][21] - The film "Fast Life 3" is expected to perform strongly, with pre-sales exceeding 120 million yuan, indicating high audience interest [6][21] - Multiple films are competing in the Spring Festival slot, including "Silent Awakening" and "Bounty Hunter: Winds of the Desert," which also show promising pre-sale figures [6][9] Group 1: Film Performance - "Fast Life 3" is leading the pre-sale box office with over 120 million yuan, following the success of its predecessors [6] - "Silent Awakening," directed by Zhang Yimou, is based on national security themes and has garnered significant attention due to its star-studded cast [9][12] - "Bounty Hunter: Winds of the Desert" features a storyline about a desert courier and has a strong production team, indicating potential for box office success [12][21] Group 2: Market Impact - The 2026 Spring Festival film lineup involves multiple publicly listed companies, including Maoyan Entertainment and Wanda Film, which are expected to benefit from the box office performance [21] - The A-share film sector has seen stock price increases, with companies like Hengdian Film and Bona Film experiencing significant gains, indicating positive market sentiment [21][22] - Analysts suggest that the film industry is at a historical low in valuation, with expectations for recovery as consumer demand for entertainment rises [22][23] Group 3: Audience Engagement - The audience's acceptance of quality films remains high, with the extended nine-day holiday providing ample opportunity for box office growth [23] - The success of previous high-grossing films, such as "Nezha 2," has created a positive sentiment towards the Spring Festival films, potentially boosting investor interest [22][23] - The emergence of high-value IP films is expected to stimulate new content creation and audience engagement, aligning with the preferences of younger generations [22][23]

柏林的二月，一场冬雪如期而至。13日，柏林电影节进入第二天，雪花落在波茨坦广场，柏林电影宫门 前那条标志性的红毯很快覆上一层薄白。而不远处的会场内，来自包括中国在内世界各地的电影人热切 交谈，为清冷的冬夜增添了几分暖意。 13日晚，由上海国际电影节主办的"中国电影之夜"在柏林拉开帷幕。中德两国各界代表、国际影人等 200余位嘉宾齐聚一堂。在寒意凛冽的柏林冬日里，这场聚会像是提前抵达的"春讯"，人们在这里就中 国电影业最新的发展进行热烈交流。 今年电影节上，《上海女儿》《寒夜灯柱》《诞辰日》等多部华语影片在全景、视点、新生代等单元展 映。"近年来，中国电影'出海'的势头愈发强劲。"上海国际影视节中心主任陈果对记者说。 "最显著的变化在于'多元化'的表达，过去海外观众的视野往往局限在功夫或古装类型中，而现在无论 是《哪吒》这样的现象级动画，还是反映现实的都市片，都赢得了海外观众的广泛共鸣。通过多场海外 放映活动，我们发现，一个更加立体、多元的中国形象，正通过大银幕呈现在世界面前。"她说。 这种"多元化"不只体现在类型上，也体现在叙事方法的选择上。在青年导演沈仲旻的长片首作《上海女 儿》中，它表现为一种更具"感知性 ...

Group 1 - The 2026 Spring Festival holiday will last for 9 days, leading to a record high in the number of effective screening days for films during this period [1] - As of February 13, 2026, the total pre-sale box office for the Spring Festival films has exceeded 200 million yuan, prompting a positive response in the A-share film and television sector [1] - Several stocks in the A-share film and television sector have seen significant gains, with Hengdian Film rising over 110% this year, and both Bona Film and Light Media increasing by over 60% [1] Group 2 - Analysts suggest that the film and television sector is currently undervalued, and with the release of entertainment consumption demand, the fundamentals of many film companies are expected to improve, indicating a recovery point for the industry [3] - The 2026 Spring Festival will feature multiple domestic IP films, building on the success of last year's "Nezha 2," which grossed over 10 billion yuan, thus attracting investor interest in the Spring Festival box office and film stocks [3] - The Spring Festival period is crucial for many film production and cinema companies, significantly impacting their performance and market valuation [8]

Core Insights - The total box office for the 2026 Spring Festival period is approaching 200 million yuan, with pre-sale ticket sales exceeding 100 million yuan on the first day [1] - The top three films in pre-sale ticket sales are "Fast and Furious 3" with over 75 million yuan, "Silent Awakening" with over 45 million yuan, and "Bounty Hunter: Wind Rises in the Desert" with over 29 million yuan [1][2] - The variety of films this year includes genres such as drama, comedy, crime, action, martial arts, animation, fantasy, adventure, and documentary, with several being IP series sequels [1][2] Film Industry Analysis - The film "Fast and Furious 3" is produced by multiple listed companies, including China Film, Hengdian Film, Wanda Film, and Bona Film [2] - Historical box office data shows that previous installments of "Fast and Furious" achieved box office revenues of 1.728 billion yuan and 3.361 billion yuan, while the "Boonie Bears" series has consistently maintained box office figures around 1 billion yuan since 2022 [2] - Analysts predict that the box office performance for the 2026 Spring Festival will depend on the actual quality and audience reception of the films, despite a rich supply of diverse content [2][3] Market Conditions - The average ticket price for this year's Spring Festival is 48.7 yuan, the lowest in five years, which may enhance audience purchasing willingness and viewing frequency [3] - Various regions, including Beijing and Hebei, have initiated film consumption subsidy activities to stimulate market demand, with significant financial support aimed at enhancing cinema attendance [4][5]

南方中证500ETF（510500）成立日期2013年2月6日，最新规模1446.9亿。今年以来收益12.89%，同类 排名576/5569；近一年收益44.3%，同类排名1205/4295；成立以来收益184.08%。 责任编辑：小浪快报 南方中证500ETF（510500）基金经理为罗文杰。 截至发稿，罗文杰累计任职时间12年301天，现任基金资产总规模1713.58亿元，任职期间最佳基金回报 185.79%， 任职期间最差基金回报-47.6%。 资料显示，中国电影产业集团股份有限公司位于北京市海淀区北三环中路77号北京电影制片厂，成立日 期2010年12月9日，上市日期2016年8月9日，公司主营业务涉及影视制片制作、电影发行、电影放映及 影视服务业务。主营业务收入构成为：发行业务37.92%，放映业务30.36%，科技业务17.86%，创作业 务7.00%，服务业务6.10%，酒店服务业务0.44%，其他服务业务0.32%。 从中国电影十大流通股东角度 数据显示，南方基金旗下1只基金位居中国电影十大流通股东。南方中证500ETF（510500）三季度减持 19.6万股，持有股数1086.57万股，占流 ...