平均票价近5年最低！爆款缺席电影国庆档遇冷，影视股集体大跌

Group 1 - The cultural media sector in the A-share market experienced a decline, with the cultural media index dropping by 1.52% on the first trading day after the holiday, and several companies, including Guomai Culture and Bona Film, hitting the limit down [1][5] - The 2025 National Day film market underperformed, with a total box office of 18.35 billion yuan, marking a significant drop compared to previous years, and the average ticket price fell below 40 yuan for the first time in five years [3][6] - Analysts noted that the lack of strong films contributed to the decline, with the top three films accounting for only 60% of the total box office, the lowest since 2016 [6][8] Group 2 - The audience demographic for the National Day films shifted, with an increase in older viewers (over 35 years old) and a significant drop in youth participation, leading to concerns about engaging younger audiences [8][10] - The film industry is exploring new growth avenues beyond box office revenue, with a focus on integrating film with tourism, as evidenced by the rise in film-themed travel experiences [10][12] - Companies like Light Media are actively pursuing IP operations and diversifying their revenue streams, with significant growth in related businesses, such as merchandise and themed experiences [15][16] Group 3 - The film industry is undergoing a transformation, moving from a reliance on box office earnings to a more diversified consumption ecosystem, with initiatives like "follow the movie to enjoy food" and "follow the movie to travel" gaining traction [10][13] - Upcoming films, including both domestic and imported titles, are expected to play a crucial role in revitalizing box office performance, with industry experts recommending close monitoring of their performance [16]