2026年春节档，多部影片背后有上市影企参与。 （文章来源：21世纪经济报道） 资本市场已提前反应，横店影视年内涨幅达到121.6%。 其中中国电影参与了6部影片的出品或发行引进环节，采取多元化投资策略，分散风险的同时确保收益 覆盖。猫眼娱乐以主投或联合出品身份覆盖多家定档影片，博纳影业、万达电影、横店影视等亦参与其 中。 ...

Core Viewpoint - The A-share market experienced a significant rise, with the Shanghai Composite Index increasing by over 1% and the Shenzhen Component Index rising by over 2% [1] Industry Summary - The film and cinema sector saw a comprehensive increase, with companies such as Jiechuan Co., Shanghai Film, Hengdian Film, Bona Film, and Huayi Brothers reaching their daily limit up [1] - According to professional data from Lighthouse, the pre-sale for the 2026 Spring Festival film season has begun, with several films including "Silent Awakening," "Biao Ren," "Fast and Furious 3," "Bears: Year of the Bear," "Star River in Dream," and "Panda Plan: Tribe Adventure" scheduled for release during this period [1] - Huaxin Securities noted that cinema lines represent the experience economy, and a diverse range of content can cater to the public's viewing demands, emphasizing that the core factor remains the quality of film content [1] - The films scheduled for the 2026 Spring Festival will be released in January, and the cinema's share of box office revenue is relatively high, suggesting that the increase in film supply, combined with stable box office revenue sharing, is likely to support the performance of related listed film companies [1]

2月9日，影视院线板块强势走高。其中，捷成股份、上海电影、横店影视、博纳影业、欢瑞世纪等多股涨停，华智数媒、百纳千成、华策影视、华谊兄弟等 跟涨。 飞驰人生3 消息面上，截至发稿前，猫眼专业版数据显示，2026年春节档新片预售总票房超过4600万元（含预售及点映）。其中，《飞驰人生3》《惊蛰无声》《镖 人：风起大漠》分列2026年春节档新片预售票房榜前三。 2026-02-09 15:30:52 | 档期票房榜单 累计猫眼想看89.5万 2026-02-17上映 1592.3 惊蛰无声 累计猫眼想看32.7万 2026-02-17上映 1373.9 首日预售1240. 首日排片616 镖人:风起大漠 累计猫眼想看22.1万 2026-02-17上映 首日预售1435. 首日排片610 首日预售858. 首日排片367 星河入梦 累计猫眼想看8.9万 2026-02-17上映 338.9 首日预售308. 首日排片138 934.5 据猫眼专业版上映日历显示，截至当前，共有8部影片定档2026年春节档上映，除了上述三部之外，还包括《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》《夜王》。 ...

Group 1 - Multiple listed companies have invested in the upcoming Spring Festival films, including Maoyan Entertainment, Bona Film Group, China Film, Wanda Film, Hengdian Film, and Light Media [5][11] - As of February 9, 2026 Spring Festival films have generated a total box office of over 24 million yuan, with 8 films scheduled for release [7][11] - The films set to premiere on the first day of the Spring Festival include "Fast Life 3," "Boonie Bears: Year of the Bear," "The Bounty Hunter: Winds of the Desert," "Silent Awakening," "Star River in Dream," and "Panda Plan: Tribal Adventures" [7][11] Group 2 - IMAX has become a significant contributor to the increase in Spring Festival box office, with a trend towards high-end viewing experiences [3][9] - The 2026 Spring Festival will see "Fast Life 3," "The Bounty Hunter: Winds of the Desert," and "Silent Awakening" released in IMAX theaters [9] - The market for Spring Festival films is expected to shift from a "one strong, many strong" pattern in 2025 to a "many strong competition" format in 2026 [4][10] Group 3 - The box office for the Spring Festival has shown consistent growth, increasing from 1.451 billion yuan in 2014 to 9.514 billion yuan in 2025, a growth of over 5.5 times [4][10] - Since 2020, the Spring Festival box office has stabilized at over 6 billion yuan, with the 2025 Spring Festival setting a new record [4][10] - Audience demographics for new films show significant differences, with "Silent Awakening" appealing to younger and female viewers, while "The Bounty Hunter: Winds of the Desert" attracts male audiences [10] Group 4 - The lower-tier markets continue to play a crucial role in shaping the Spring Festival box office landscape, with third and fourth-tier cities contributing over half of the box office for three consecutive years [5][11] - Jiangsu province has maintained its position as the top box office contributor for the Spring Festival for five consecutive years, driven by strong performances from cities like Yancheng, Nantong, and Taizhou [5][11]

春节将近，春节档作为全年流量最大、竞争最激烈的黄金档期，一直是头部影视公司推出年度重磅影片的必争之地。值得关注 的是，2026年春节档长达9天，创下史上最长春节档纪录。 今年一共有8部电影定档春节档，影片题材丰富，涵盖喜剧、谍战、犯罪、动画、奇幻、家庭、纪录片等类型。还有沈腾、易烊 千玺、王鹤棣等知名演员扎堆加盟。 据猫眼专业版上映日历，除了纪录片《重返.狼群》于2月19日重映，黄子华、郑秀文等港星主演的喜剧电影《夜王》于2月20日 在两广(广东、广西)地区限定上映外，其他6部影片均定档大年初一(2月17日)上映。 8部影片云集春节档《惊蛰无声》想看人数暂列第一 据灯塔专业版数据，目前《惊蛰无声》想看人数暂列第一，与《飞驰人生3》《镖人：风起大漠》构成这个春节档的头部主力阵 营，《熊出没.年年有熊》《星河入梦》及《熊猫计划之部落奇遇记》则各守类型基本盘。 灯塔专业版6日发布的《2026年春节档前瞻》显示，《惊蛰无声》年轻及女性观众"想看"占比突出；《镖人：风起大漠》更吸引 男性观众；《熊出没.年年有熊》三四线城市"想看"占比断层领先；《飞驰人生3》和《熊猫计划之部落奇遇记》则分别是25至29 岁和40岁以上观 ...

春节将近，春节档作为全年流量最大、竞争最激烈的黄金档期，一直是头部影视公司推出年度重磅影片的必争之地。值得关注 的是，2026年春节档长达9天，创下史上最长春节档纪录。 今年一共有8部电影定档春节档，影片题材丰富，涵盖喜剧、谍战、犯罪、动画、奇幻、家庭、纪录片等类型。还有沈腾、易烊 千玺、王鹤棣等知名演员扎堆加盟。 春节档是一年中最重要的档期之一，灯塔专业版分析称，中国影史单日票房TOP5中，有4次出现在大年初一。业内专家指出， 近年来，春节档的马太效应将愈加明显，头部影片预计将贡献超过70%的票房。 据猫眼专业版上映日历，除了纪录片《重返·狼群》于2月19日重映，黄子华、郑秀文等港星主演的喜剧电影《夜王》于2月20日 在两广（广东、广西）地区限定上映外，其他6部影片均定档大年初一（2月17日）上映。 8部影片云集春节档 《惊蛰无声》想看人数暂列第一 据灯塔专业版数据，目前《惊蛰无声》想看人数暂列第一，与《飞驰人生3》《镖人：风起大漠》构成这个春节档的头部主力阵 营，《熊出没·年年有熊》《星河入梦》及《熊猫计划之部落奇遇记》则各守类型基本盘。 灯塔专业版6日发布的《2026年春节档前瞻》显示，《惊蛰无声》年轻 ...

距离春节还有不到两周，2026年春节档的片单已基本清晰。 放眼几部真人电影，从《飞驰人生3》《镖人：风起大漠》到《惊蛰无声》《熊猫计划之部落奇遇记》，除了大年初四在两广地区上映的粤语喜剧《夜 王》外，几乎清一色由男性主导——导演是男性，主演是男性，重要女性角色寥寥无几。 春节档本应是一年中最具"合家欢"特质的档期，但这个"家"的呈现视角却显得格外单一。是女性角色不重要，还是女观众对春节档不感冒？答案显然是否 定的：即便是往年《飞驰人生2》这样以男性角色为主的作品，女性观众占比也高达六成。 这不禁让人思考：当春节档成为男性叙事的独家秀场，它究竟给女性观众们提供了怎样的观看体验？为什么作为消费主力的她们，却难以在银幕上看到属 于自己的故事？ 春节档的"男人装" 今年春节档，再度成为一场盛大的"男人装"。 从想看人数最高的《飞驰人生3》（沈腾、尹正、黄景瑜等主演），到吴京、谢霆锋领衔的武侠片《镖人：风起大漠》，再到张艺谋聚焦国安题材的双男 主戏《惊蛰无声》（易烊千玺、朱一龙主演），乃至合家欢导向的《熊猫计划之部落奇遇记》——几部主流真人电影，几乎清一色由男性角色挑梁。 即便有《星河入梦》（宋茜、王鹤棣主演）这类风格 ...

Core Viewpoint - The A-share film and cinema sector is experiencing significant movement as the Spring Festival approaches, with a notable rebound in stock prices and a strong performance from key companies in the industry [3][4]. Industry Overview - The Spring Festival box office plays a crucial role in the annual film market, having evolved into a key period for major film releases. The box office for the Spring Festival has consistently exceeded 6 billion yuan since 2021, accounting for over 12% of the annual box office [6][7]. - In 2025, the Spring Festival box office surpassed 9.5 billion yuan, marking a fourfold increase from 2015 and representing over 18% of the total annual box office [7]. Upcoming Releases - Six films are scheduled for release on the first day of the Lunar New Year in 2026, showcasing a diverse range of genres and star-studded casts. These films include "Fast and Furious 3," "Panda Plan: Tribal Adventure," and "Silent Awakening," among others [10][11]. - The films feature prominent actors and directors, with "Fast and Furious 3" being directed by Han Han and starring popular actors like Shen Teng and Yin Zheng [10][11]. Company Performance - Companies involved in producing the upcoming Spring Festival films have seen significant stock price increases, with an average rise of 33% since the beginning of 2026. Notably, Hengdian Film's stock has more than doubled [15][16]. - Hengdian Film reported a turnaround in profitability, with a projected net profit of 130 million to 180 million yuan for 2025, driven by market recovery and strong film performance [15]. - Light Media anticipates a net profit increase of up to 550.65% for 2025, reflecting substantial growth in film and related business revenues [15]. Financing Trends - Among the seven companies involved in the Spring Festival films, four have seen an increase in financing balances compared to the end of the previous year, with Hengdian Film's financing balance rising by over 62% [15][16].

Group 1 - The A-share market experienced a collective decline on February 5, with the ChiNext index falling over 1.5% [2] - The film industry saw significant gains, with Happiness Blue Sea rising over 11%, and other companies like Hengdian Film and Jin Yi Film hitting the daily limit [2] - A total of 7 films have been scheduled for release during the Spring Festival holiday, with 6 of them debuting on the first day of the new year [2] Group 2 - Citic Securities expressed optimism for the 2026 Spring Festival box office, highlighting two high-grossing IP sequels, "Fast Life 3" and "Boonie Bears 12," which have already been scheduled [2] - Major platforms such as Damai, Maoyan, Wanda Film, and China Film are expected to announce significant releases soon, indicating a strong lineup for the upcoming festival [2] - The strong cast and past box office performance of similar films contribute to the positive outlook for the 2026 Spring Festival [2]

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