Core Insights - The performance of two major films, "Zootopia 2" and "Avatar: The Way of Water," in the Chinese market is being closely monitored by Hollywood, as it may significantly influence future strategies in China [1][10][12] - "Zootopia 2" is expected to play a crucial role in determining whether Hollywood can still rely on the Chinese market, especially given its historical success with the original "Zootopia" [12][16] Industry Overview - The Chinese box office is currently at approximately 467 billion yuan, with "Zootopia 2" being a key project that could help surpass the 500 billion yuan mark for the year [5] - The film industry in China is facing increasing competition, and the overall performance is still below pre-2020 levels despite a record number of cinemas [5][9] Market Sentiment - There is a growing concern among Hollywood executives that if "Zootopia 2" and "Avatar: The Way of Water" do not perform well, it could signal a permanent decline in Hollywood's influence in China [10][26] - Recent trends show a shift in audience preference towards domestic films, with 32% of Chinese viewers favoring local productions over Hollywood's 31% [24] Marketing Strategies - Disney has invested heavily in marketing "Zootopia 2" in China, employing various promotional tactics to engage audiences [17][28] - The marketing budget for Hollywood films targeting China remains high, but the effectiveness and return on investment are increasingly questioned [28][31] Box Office Performance - "Zootopia 2" has already set records with over 220 million pre-sale tickets and achieved a first-day box office of 2.28 billion yuan, with projections suggesting a total box office of around 25.88 billion yuan [31][34] - The film's success is seen as a potential indicator of the viability of Hollywood films in the Chinese market moving forward [31][39]

"等了9年，爽到了，但还是大失所望。" 上映仅2天，《疯狂动物城2》直接靠口碑拉回热度。关于《疯狂动物城2》的讨论，一条接一条登上热搜。 然而没想到第一波观众反馈，竟然是如此两极分化。 喜欢它的观众大有人在。一大批自来水争相在朋友圈安利。 与此同时，也有很多不喜欢它并给差评的人。一些批评者主要聚焦在"中文配音"上，认为中配看得"出戏"，没有字幕有时又听不清，然而当地影院中配版 的排片率又高于原版，不得不看中配。 更不用说， 这部电影上映前还"翻车"了一波。先是宣传期拉来几个明星配音，"演戏自己不配音，却给动画配音"，被质疑"不专业"，再加上迪士尼此前续 拍各种动画续集翻车等先例出现，也让很多人对它并不看好。"感觉又被迪士尼狠狠背刺了"。 不过，从现实来看还是那句话：迪士尼还是迪士尼，网上没赢过，线下没输过。 《疯狂动物城2》中国内地预售票房突破3.1亿，直接刷新进口动画电影纪录。 这个数字是什么水平？相当于还没上映，就顺利实现了前作《疯狂动物城》票房的6.5%。 有人预测，它有望成为继2019年《复联4》之后第一部票房过20 亿的进口片。 被骂惨的《疯狂动物城2》，凭什么还能狂卖中国人3个亿？ 最疯狂营销：遍 ...

文｜每日人物 常芳菲 编辑｜Yang 银幕之外，迪士尼正在娴熟地运作着一条"顶流生产线"：抓准情绪、打造人设、制造糖点，将朱迪和尼克塑造成新一代流量明星。 《疯狂动物城2》是迪士尼在创作瓶颈与业绩压力下，打出的一张最稳妥的王牌。当年轻人涌向动物城寻找青春与快乐时，他们也成为了这个商业链条上 最深情，也最慷慨的一环。 疯狂的年轻人，涌进动物城 凌晨的电影院，好久没有这么热闹。 已经过了营业时间的商厦，开放了角落的侧门通向电影院。顶着困意和冷风，一批批年轻人攥着电影票，想要在第一时间见到等待了9年的"狐兔CP"。 11月26日凌晨，《疯狂动物城2》正式在中国上映。根据猫眼专业版数据，截止正式上映前，《疯狂动物城2》的预售票房已经达到3.1亿元，打破了《哪 吒2之魔童闹海》的纪录，成为中国影史动画电影预售票房冠军。同时，预计内地总票房将达到24亿。 迪士尼让这个原本冰凉的档期重新热起来。刘月是江苏区域一家院线的经理，《疯狂动物城2》零点场，她排在能容纳300人的大厅。预售刚刚开启就卖出 了一半的位置。她为电影还有这样的号召力而快乐，"周中上（映），大家第二天还得上班、上学，但还是熬夜也要来影院"。 上映当天，《疯狂 ...

本报特约记者 董 铭 物城2》剧照 今年北美电影市场遇冷 随着2025年临近尾声，好莱坞对剩下的两部大片《疯狂动物城2》和《阿凡达3：灰与烬》的市场表现寄 予厚望。"动物城和阿凡达能够挽救2025年的票房吗？"美国《综艺》分析称，今年北美电影市场的热度 远没有达到预期，春季档和暑期档还行，但一入秋后就明显遇冷了，"热门影片的供应并不稳定，观众 对曾经可靠的IP的兴趣降低，明星演员也失去了风头，电影院不得不经历一个动荡的11月"。 到目前为止，北美票房仅比去年同期微增3%，而在年初时，好莱坞业内对于2025年的总票房预期是93 亿至95亿美元。虽然《星际宝贝史迪奇》《我的世界大电影》《侏罗纪世界：重生》《罪人》和 《F1：狂飙飞车》获得了不错成绩，但不足以弥补《美国队长4》《创：战神》等片的惨败，就连《碟 中谍8：最终清算》也没有达到预期，且自8月的《坏蛋联盟2》之后，就再也没有适合家庭观影的大片 了，"因此，北美市场更加期盼《疯狂动物城2》这样的合家欢作品，希望能像《星际宝贝史迪奇》那样 成为今年第二部全球票房突破10亿美元的大片"。 《疯狂动物城2》要想获得10亿美元票房，那就更离不开中国这一全球第二大电影 ...

【环球时报特约记者 董铭】备受关注的迪士尼年度重磅作品《疯狂动物城2》26日在中美等全球主要市场同步上映，该IP依靠多年来的成熟运营，以及第一 部积攒的超高人气和口碑，全球票房前景被广泛看好，有望冲击10亿美元大关。这部影片在中国市场的表现，也被视为好莱坞电影在华发展的晴雨表。 猫眼专业版显示，26日上映前，该片猫眼平台想看人数已达234万，上映日排片比高达65%，不少影院黄金场次都已坐满，零点场的上座率接近50%，其中 IMAX零点场票房374万元，占比为29%。据猫眼专业版预测，该片在中国票房有望超过25亿元，登顶今年最卖座的好莱坞电影及进口片。 随着2025年临近尾声，好莱坞对剩下的两部大片《疯狂动物城2》和《阿凡达3：灰与烬》的市场表现寄予厚望。"动物城和阿凡达能够挽救2025年的票房 吗？"美国《综艺》分析称，今年北美电影市场的热度远没有达到预期，春季档和暑期档还行，但一入秋后就明显遇冷了，"热门影片的供应并不稳定，观众 对曾经可靠的IP的兴趣降低，明星演员也失去了风头，电影院不得不经历一个动荡的11月"。 到目前为止，北美票房仅比去年同期微增3%，而在年初时，好莱坞业内对于2025年的总票房预期是 ...

Core Viewpoint - The prospects for a Santa Claus rally in 2025 are improving as the economic environment stabilizes and consumer confidence begins to recover [1][14]. Market Outlook - Analysts are optimistic about a Santa Claus rally, with predictions that the S&P 500 could surpass 7,000, driven by reduced recession risks and easing fiscal policies [2]. - Consumer confidence data indicates a mixed outlook, suggesting that discount retailers may experience higher growth during the festive season [3][14]. Consumer Confidence - The Conference Board Consumer Confidence Index decreased by one point to 94.6 in October, indicating potential favor for defensive stocks during the holiday season [3]. - The Expectations Index fell by 2.9 points to 71.5, suggesting a focus on cost-effective shopping, which may benefit discount retailers [4]. Company Highlights TJX Companies (TJX) - TJX operates brands like TJ Maxx and Marshalls, focusing on off-price merchandise, which is less vulnerable to online competition [5]. - The company plans to expand its store count from 5,100 to at least 7,000 locations globally, offering discounts of 20% to 60% [6]. - UBS maintains a Buy rating for TJX with a price target of $172, anticipating strong holiday sales [7]. Walmart (WMT) - Walmart is a leading discount retailer in the U.S., with a significant presence of 10,000 stores across 19 countries, traditionally seeing increased sales during the holiday season [8][9]. - The company reported Q3 2025 earnings per share of 58 cents, exceeding expectations, and raised its net sales growth forecast to between 4.8% and 5.1% for the year [9][10]. Walt Disney (DIS) - Disney, while not a discount retailer, is well-positioned for the holiday season due to its competitively priced entertainment offerings [11]. - The company has a diverse portfolio of intellectual properties and has recently turned its Disney+ streaming service profitable, gaining 2.6 million new subscribers in Q3 [12][13].

This year's prospects of a Santa Claus rally appear to be brightening as the economic landscape continues to clear and consumers recapture their confidence.Wall Street has long prospered from a strong fourth quarter, owing to an uptick in consumer spending, but 2025 could see significant investment opportunities emerge as optimism for a strong end to the year grows.Market analysts have been particularly bullish on the prospect of a Santa Claus rally in recent weeks, with Jimmy Lee, CEO of Wealth Consulting ...

Group 1 - The article expresses gratitude for being a Walt Disney investor despite the stock's decline over the past year and five years [2][4] - Disney is recognized as a significant part of the author's investment journey, highlighting the importance of personal connections to investments [5][6] - The company has historically made strategic acquisitions to enhance its growth and success, including major deals with Capital Cities/ABC, Pixar, Marvel, Lucasfilm, and Twenty-First Century Fox [9][10] Group 2 - Disney's content is emphasized as crucial for operating its theme parks and overall success, indicating that content is a key driver of the company's value [9] - The article reflects on the importance of investing in companies and industries that one knows well, suggesting that personal experience can lead to better investment decisions [8]

Valued at a market cap of $184.4 billion, Burbank, California-based The Walt Disney Company (DIS) is a global entertainment powerhouse with operations spanning film, television, streaming, publishing, and theme parks. It produces and distributes content through well-known brands such as Disney, Pixar, Marvel, Lucasfilm, National Geographic, and ESPN. Companies valued at $10 billion or more are generally considered “large-cap” stocks, and Walt Disney fits this criterion perfectly. The company also operates ...

Core Insights - Disney's highly anticipated animated film "Zootopia 2" has officially premiered, with significant box office performance expected, particularly in East Asia [1][4] - As of the report, "Zootopia 2" has achieved a global box office close to $48 million, equivalent to approximately 340 million RMB, with a Rotten Tomatoes freshness rating of 93% [1] - The film has set a record for pre-sale box office in China, surpassing 310 million RMB, making it the highest pre-sale animated film in Chinese cinema history [1] Film Details - "Zootopia 2" is co-directed by Byron Howard and Jared Bush, with a voice cast including Jason Bateman, Ginnifer Goodwin, and Shakira, among others [4] - The storyline involves a reptile character named Gary the Snake causing chaos in Zootopia, leading the main characters Judy and Nick to go undercover in a remote area of the city [7] Audience Engagement - The film's pre-sale success indicates strong audience interest, with expectations for ticket discounts and rebates for moviegoers [9]