（文章来源：每日经济新闻） 每经AI快讯，2月24日，影视院线板块盘初走弱，中国电影、横店影视、博纳影业触及跌停，光线传 媒、幸福蓝海跌超15%，金逸影视、万达电影、上海电影、欢瑞世纪、华策影视跟跌。 ...

● 本报记者 杨梓岩 猫眼娱乐市场分析师赖力对记者表示，尽管今年春节档缺乏超强头部"爆款"大片，但从票房成绩来看， 整体表现比较稳定，《飞驰人生3》《惊蛰无声》《镖人：风起大漠》几部相对体量较大的影片都有不 错的发挥，市场热度不断攀升。 "今年春节档以六部新片为主力，涵盖喜剧、武侠、谍战、科幻、动画等多元题材类型，影片整体口碑 得到市场认可。"大麦娱乐灯塔专业版数据分析师陈晋指出，档期内多人观影占比达25.1%，创下春节 档新高，今年家庭观影氛围更加浓厚。 据灯塔专业版数据，截至2月23日18时，2026年春节档总票房突破56亿元，总场次435.08万场，总观影 人次1.17亿，平均票价47.9元。其中，总场次大幅刷新中国影史春节档纪录。今年春节档从腊月二十八 持续到正月初七，被称作"史上最长春节档"，为票房释放提供了更充裕的时间窗口。 IP续作热卖 《飞驰人生3》是今年春节档的头号种子选手。该片由韩寒编剧并执导，沈腾领衔主演。截至2月23日18 时，该片以28.9亿元的票房成绩位列2026年春节档票房榜首位，贡献了大盘五成票房。沈腾也借此达成 个人全部电影票房400亿元里程碑。该片也打破了由《长津湖之水门桥 ...

| 奇遇记 | 19255.95 | 3.3% | 6.2% | 17.2% | | --- | --- | --- | --- | --- | | 2026-02-17上映 | | | | | | 星河入梦 | 8039.53 | 1.4% | 3.4% | 12.5% | | 2026-02-17上映 | | | | | | 夜王 | 7096.30 | 1.2% | 1.3% | 22.9% | | 2026-02-20上映 | | | | | | 疯狂动物城2 | 2802.42 | 0.4% | 2.6% | 5.1% | | 2025-11-26上映 | | | | | | 重返·狼群 | 1271.03 | 0.2% | 0.6% | 10.6% | | 2026-02-19重映 | | | | | | 阿凡达3 | 823.78 | 0.1% | 0.6% | 3.9% | | 2025-12-19上映 | | | | | 值得一提的是，从全年票房来看，2月23日下午，据央视新闻援引网络平台数据，2026年年度电影总票 房（含预售）突破80亿，暂列全球单一市场票房第一。此外，截至目前，2026 ...

2026 年 02 月 22 日 春晚节点重燃 AI 传媒有望承接 AI 应用新场景 推荐(维持) 投资要点 分析师：朱珠 S1050521110001 zhuzhu@cfsc.com.cn 行业相对表现 | 表现 | 1M | 3M | 12M | | --- | --- | --- | --- | | 传媒(申万) | 2.4 | 20.8 | 31.0 | | 沪深 300 | -1.3 | 4.6 | 17.1 | 市场表现 资料来源：Wind，华鑫证券研究 -30 -20 -10 0 10 20 30 40 50 (%) 传媒 沪深300 相关研究 1 、 《 传 媒 行 业 点 评 报 告 ： Seedance2.0 推动 AIGC 进入卡尔达 肖夫指数》2026-02-10 2、《传媒行业周报：从春节档到 AI 春晚迎 2026 年新篇章关注 AIGC》 2026-02-08 3、《传媒行业周报：迎2026春节档 看 AI 春晚》2026-01-25 ▌本周观点更新 2026 年春晚是 AI 含量高浓度的一年，也是 AI 应用的重要分 水岭与节点，春晚后，AI 的竞争也将更加热烈，各家持续推 出 ...

据央视新闻援引网络平台数据，截至2月23日下午，中国2026年年度总票房(含预售)突破80亿，暂列全球单一市场票房第一！ 《飞驰人生3》《惊蛰无声》《镖人：风起大漠》暂列年度票房榜前三位。 此外，截至2月23日15时22分，2026春节档(2月15日-2月23日)档期总票房突破55亿。 目前，春节档观影人次已突破1亿，这也是春节档连续第8年实现观影人次破亿。 | 影片 | 年票房 | 票房占比 排片占比 | | 上座率 | | --- | --- | --- | --- | --- | | | (万) | | | | | 飞驰人生3 2026-02-17上映 | 278952.18 | 34.8% | 7.5% | 21.1% | | 惊蛰无声 2026-02-17上映 | 83411.18 | 10.4% | 4.0% | 16.8% | | 镖人:风起大漠 2026-02-17上映 | 75607.17 | 9.4% | 3.7% | 16.0% | | 熊出汶·牛牛旬熊 | 68950.18 | 8.6% | 2.7% | 20.8% | | --- | --- | --- | --- | --- | ...

截至22日18时，据猫眼专业版数据，2026年春节档档期总票房(含预售)破50亿，《飞驰人生3》《镖人：风起大漠》《惊蛰无声》分列前三位。 此外，据网络平台数据显示，2026年中国电影（600977）市场累计票房超9.70亿美元，超北美票房成绩，暂列全球单一市场票房冠军。 随着《飞驰人生3》的热映，演员沈腾的主演电影票房累计已突破393亿元，登顶主演票房榜第一，吴京和刘昊然紧随其后。目前，《飞驰人生3》的预测 票房为42.75亿元，沈腾有望凭本片成为首位主演电影票房破400亿元的演员。 演员 | 导演|编剧 代表作《满江红》《夏洛特烦恼》《独行月球》 昊京 353.13亿票房 48部 导演 | 演员 | 编剧 | 制片人 | 主演票房TOP50 沈腾 393.28亿票房 25部 254.88亿票房 黄渤 57部 演员|导演|歌手 代表作《夺冠》《疯狂的外星人》《一出好戏》 235.61亿票房 马丽 31部 演员 代表作《夏洛特烦恼》《独行月球》《这个杀手 ... 刘昊然 代表作《战狼2》《长津湖》《流浪地球》 257.52亿票房 演员 代表作《唐探1900》《唐人街探案2》《唐人街探 ... 4 29部 据证 ...

Core Insights - The total box office for the 2026 Spring Festival period has exceeded 4 billion yuan, with "Flying Life 3," "Silent Awakening," and "Boon Year" leading the charts [1][4] - The total number of screenings has surpassed 4 million, setting a new record for the Spring Festival in Chinese film history [1] Box Office Performance - "Flying Life 3" has achieved a box office of 2.04 billion yuan, accounting for 51.0% of the total box office, with a screening ratio of 31.4% and an attendance rate of 20.9% [4] - "Silent Awakening" ranks second with a box office of 634.24 million yuan, representing 15.8% of the total, with a screening ratio of 17.8% and an attendance rate of 16.4% [4] - "Boon Year" is in third place with a box office of 506.98 million yuan, making up 12.6% of the total, with a screening ratio of 11.6% and an attendance rate of 20.0% [4] Notable Films - "Flying Life 3," directed by Han Han and featuring actors such as Shen Teng and Yin Zheng, has broken the record for the highest opening day box office for a domestic film in China, reaching 641 million yuan on its premiere day [6] - "Silent Awakening," directed by Zhang Yimou, focuses on contemporary national security themes and includes elements of espionage and action [6] - "Boon Year," part of the Huasheng Fantawild series, has accumulated over 5 billion yuan in box office revenue across its previous 11 films, maintaining its status as a family-friendly choice during the Spring Festival [7] Emerging Films - "The Courier: Wind Rises in the Desert" has seen a positive reception, with its box office nearing 500 million yuan and a forecasted total box office of 1.24 billion yuan [10] - "Night King," the only Cantonese comedy in this Spring Festival lineup, has surpassed 25 million yuan in box office revenue within two days of its release [12]

据统计，怀柔国际影视摄制服务中心成立至今，已为近5000家企业办理各类政务事项6000余件，服务影 视剧组超500个。 一部电影从创意走向银幕，背后是一整套产业生态支撑。2024年以来，《中国影都青年影人优享计划》 等相继出台。2025年《怀柔区促进文化及相关产业高质量发展若干措施》正式发布，围绕企业成长、作 品奖励等6方面提供支持，单项奖励最高达300万元。2025年底，怀柔升级短剧产业扶持政策，取景天数 门槛从5天降至3天，资金拨付压缩至60天内。 服务层面，2021年成立的怀柔国际影视摄制服务中心是全国首个国际影视摄制服务机构。企业可通过微 信小程序"我要拍电影""我要找资源"频道，一键获取全域影视资源。2025年，怀柔区影视服务协会成 立，吸纳区内单位会员61家、影视配套服务单位46家。截至目前，中国影都已集聚影视文化企业1800余 家，坐拥各类摄影棚47座，累计拍摄制作影视作品近5000部。 影视产业竞争归根结底是人才竞争。2025年12月，博纳影业与北京电影学院签署战略合作协议，打 造"影视创作工作坊""大师讲堂"等品牌活动。"青年影人优享计划"持续发力，入围北京国际电影节创投 单元前20名的项目 ...

Core Viewpoint - The 2026 Spring Festival film season is the longest in history, running from the 28th day of the twelfth lunar month to the seventh day of the first lunar month, leading to a total box office exceeding 4 billion yuan [1][5]. Group 1: Box Office Performance - The total box office for the 2026 Spring Festival films (including pre-sales) has surpassed 4 billion yuan, with "Flying Life 3," "Silent Awakening," and "Boon Year of the Bear" leading the box office rankings [1][5]. - "Flying Life 3" has achieved a box office of 2.1 billion yuan, while "Silent Awakening" and "Boon Year of the Bear" have reached 650 million yuan and 500 million yuan respectively [5][6]. Group 2: Film Supply and Demand - A total of 8 films are scheduled for the 2026 Spring Festival, marking a five-year high in the number of films released during this period, which indicates a balanced supply structure catering to diverse audience preferences [5][6]. - The films involve several listed companies, including Light Media, China Film, and Wanda Film, among others, indicating significant industry participation [5][6]. Group 3: Audience Engagement and Marketing - To attract more viewers, various regions have launched promotional activities, such as the "big gift package" for moviegoers in Hebei Province, which aims to benefit over 1.5 million viewers throughout the year [8]. - The film "Flying Life 3" combines comedy and racing elements, appealing to a broad audience, which is crucial for its high box office performance [8].

Core Viewpoint - The article discusses the dynamics of the Chinese film industry during the Spring Festival, highlighting the capital investments behind major films and the strategic decisions made by production companies in a competitive landscape [4][5][6]. Group 1: Overview of the Spring Festival Box Office - The Spring Festival box office reached a historical high of 95.14 billion in 2025, largely due to the success of "Ne Zha," which contributed 48.41 billion, representing over 50% of the total box office [5]. - This year, the absence of a blockbuster like "Ne Zha" leads to a more balanced distribution of film types, with various genres represented, indicating a shift towards a "multi-strong competition" model [5][6]. - The Spring Festival holiday this year is the longest on record at 9 days, which is expected to provide a larger window for box office revenue, although estimates suggest a cautious 75 billion for the first 7 days, a 21% decline year-on-year [5]. Group 2: Capital Investment Landscape - A significant number of production companies are involved in this year's films, with some films having up to 39 co-producers, reflecting a strategy of risk diversification [8][11]. - Companies like China Film have invested in 5 films, showcasing a "broad net" strategy, while others like Huayi Brothers have chosen to invest in fewer films, indicating varying risk appetites [9]. - The rationale for multiple production companies includes risk distribution, resource exchange, profit alignment, and financial storytelling, which collectively enhance the viability of film projects [11][12][13][14]. Group 3: Market Reactions and Trends - The A-share film sector typically experiences "pre-emptive speculation" before the Spring Festival, with stock prices of companies like Huayi Brothers and Bona Film rising significantly in anticipation of box office success [16]. - Historical data shows that the Spring Festival box office has grown over 5.5 times from 14.51 billion in 2014 to 95.14 billion in 2025, with the festival becoming a critical period for the Chinese film market [18]. - The article concludes that while audiences choose films based on stories and actors, capital investors focus on probabilities and returns, highlighting the divergence between artistic and financial success [19][20].