Core Insights - The film "Zootopia 2" achieved a record-breaking box office of over 213 million yuan on its opening day, becoming the highest single-day box office for an imported animated film in Chinese history [2] - As of the report, the cumulative box office for "Zootopia 2" reached 331 million yuan, indicating strong audience interest [2] - The film's release has positively impacted the overall box office performance for 2025, which had been underwhelming prior to this release [5] Box Office Performance - "Zootopia 2" was released in China on November 26, with Jiangsu province contributing 9.87% of the total box office, ranking first among provinces [3] - Guangdong and Zhejiang provinces ranked second and third, while Shanghai ranked fourth [3] - The film's opening week included pre-sale ticket sales, contributing to its strong performance [3] Audience Demographics - The audience demographic for "Zootopia 2" shows a significant increase in viewers aged 20-24, while the proportion of viewers aged 25-39 has decreased [3] - Notably, 31.8% of the audience is under 24 years old, which is considerably higher than the average for animated films [4] - The film appears to attract younger viewers who are typically distracted by other entertainment forms, indicating a potential shift back to cinema attendance [5]

来源：环球网 【环球网消费综合报道】备受瞩目的动画电影《疯狂动物城2》在中国内地与北美同步上映，凭借强大 的IP号召力和口碑效应，上映首日便创下多项票房纪录，为即将到来的贺岁档打响了头炮。 据猫眼专业版数据，截至11月26日24时，《疯狂动物城2》在中国内地的首日票房达到2.28亿元，累计 票房达2.40亿元。这一成绩不仅使其成为中国影史进口动画电影单日票房冠军，其热度更在映前就已显 现——11月25日晚的预售及零点场票房便已突破3.09亿元，刷新了中国影史动画电影预售纪录。 市场的热情直接反映在排片上。该片首日排片占比高达66.9%，以绝对优势领跑市场。值得注意的是， 观众对原版电影的偏好十分明显，英文原版贡献了1.79亿元票房，占比高达74.6%。猫眼专业版最新预 测，该片总票房有望冲击24.03亿元。 于猫眼专业版公告截图 图片来源 作为2016年现象级作品《疯狂动物城》的续作，《疯狂动物城2》在映前就积累了极高的市场期待。 口碑方面，影片在豆瓣开分8.7，烂番茄新鲜度开局达93%，虽稍逊于前作9.3和98%的"封神"成绩，但 依旧保持了顶级水准。 《疯狂动物城2》的火爆不仅限于大银幕，其强大的IP价值 ...

陈晋也表示，从观众画像来看，影片24岁以下年轻观众占比高达31.8%非常突出，远高于大盘均值以及 动画片均值。 这在一定程度上意味着，当下被短视频等其他娱乐形态分散了注意力的年轻观众，愿意因为该影片回归 电影院。 《疯狂动物城2》的上映，也让不温不火的2025年票房大盘略有起色。年初的《哪吒之魔童闹海》虽表 现强劲，但2025年暑期档总票房119.66亿元，而2023年暑期档高达206.29亿元；今年国庆档仅收获18.35 亿元，远低于2023年的27.35亿元和2024年的21.05亿元。 （文章来源：第一财经） 11月26日，猫眼专业版数据显示，电影《疯狂动物城2》上映首日票房突破2.13亿元，登顶中国影史进 口动画电影单日票房冠军宝座。11月27日，《疯狂动物城2》仍是当日票房最高的影片。截至发稿，该 片累计票房达3.31亿元。 早在2016年《疯狂动物城》上映时，中国内地票房为15.38亿元票房，成为仅次于北美的第二大票仓。 时隔9年，第2部仍受欢迎。灯塔专业版显示，《疯狂动物城2》由中国电影和华夏电影发行有限责任公 司联合发行。 灯塔专业版数据分析师陈晋分析称，《疯狂动物城》2016年就是中美同步上 ...

Core Viewpoint - The Japanese animated film "Demon Slayer: Infinity Castle Chapter One" is experiencing a significant decline in box office performance due to negative public sentiment in China following controversial remarks made by Japanese Prime Minister Sanae Takaichi [1][5]. Box Office Performance - As of the latest report, the film's attendance rate dropped to 1.3%, with a box office revenue of only 9.353 million yuan on the day of reporting [3]. - Initially, the film had a strong opening with a peak attendance rate of 14.1% and a single-day box office of 140 million yuan since its release on November 14 [3]. Impact of Political Remarks - Following Takaichi's controversial statements, the film's attendance rate plummeted from 8.6% to 3.1% on November 17, with daily box office revenue falling from approximately 90 million yuan to around 25 million yuan [5]. - Other Japanese films, such as "Crayon Shin-chan: Hot Spring Dance," have also seen their release postponed in response to the negative sentiment among Chinese audiences [5]. Broader Economic Impact - The fallout from Takaichi's remarks extends beyond the film industry, affecting Japanese tourism and seafood sectors as well [5]. - Domestic airlines reported a significant increase in ticket cancellations for flights to Japan, with over 543,000 tickets canceled since November 15, indicating a shift in consumer behavior primarily among leisure travelers [5]. - The cruise ship "Aida Mediterranean" canceled its planned docking in Japan due to customer requests, reflecting the broader impact on travel plans [5]. Trade Relations - The Chinese government has communicated a suspension of imports of Japanese seafood, citing Japan's failure to meet previously promised regulatory standards for product safety [5].

Group 1 - The upcoming film releases for the year-end include major titles such as "Avatar: The Way of Water" and "Zootopia 2," which are expected to generate significant box office revenue [1][2] - "Zootopia 2" has already garnered over 185,000 "want to see" votes on Douban, indicating strong audience interest and anticipation [1] - "Avatar: The Way of Water" is noted for its technological advancements, including a new naked-eye 3D technology that enhances the viewing experience without the need for glasses [2] Group 2 - Industry predictions suggest that the total box office for 2025 could reach 50 billion yuan, driven by the effects of the year-end film releases [3] - Historical performance of films like "Ne Zha" has shown that successful releases can lead to significant stock price increases for production companies, as seen with Light Media [4] - Related concept stocks include Bona Film Group, which has secured global box office revenue sharing rights for "Avatar 3," and Light Media, which is involved in the production and distribution of several upcoming films [7]

Group 1 - Cat's Eye Entertainment (01896) has seen a decline of over 6%, with a cumulative drop of more than 12% in the last two trading days, currently trading at 6.91 HKD with a transaction volume of 54.27 million HKD [1] - The Japanese animated film "Demon Slayer: Infinity Castle Arc," introduced by Cat's Eye Pictures and co-distributed by China Film (600977), officially premiered on November 14, with a cumulative box office exceeding 382 million RMB as of November 17 [1] - Citi's recent research report has initiated a 30-day positive catalyst observation for Cat's Eye Entertainment, predicting that "Demon Slayer" could become the highest-grossing Japanese animated film in China, with a box office assumption of 1 billion RMB and a potential profit contribution between 108 million to 200 million RMB [1]

（文章来源：每日经济新闻） 每经AI快讯，据灯塔专业版实时数据，截至11月15日14时18分，影片《惊天魔盗团3》票房突破8000万 元。 ...

Core Insights - The total box office for the 2025 film market has reached 450.18 billion yuan as of November 10, with expectations to surpass 500 billion yuan by the end of the year due to four upcoming releases [1] Group 1: Upcoming Films - Four films expected to boost the box office are "Zootopia 2," "Now You See Me 3," "Demon Slayer: Infinity Castle Chapter One," and "Avatar: The Fire and Ash" [1] - "Zootopia 2" has a strong audience base, with its predecessor earning 15.38 billion yuan in the domestic market and a high interest from female viewers at 73% [1] - "Demon Slayer: Infinity Castle Chapter One" has already surpassed 100 million yuan in pre-sales, aiming to set a new record for imported animated films in China [1] Group 2: Market Trends - The success of animated films like "Nezha: The Devil Boy Comes to the World" and "Wang Wang Mountain Little Monster" demonstrates the strong potential of the animation genre, with "Nezha" contributing one-third of the total box office for 2025 [2] - The "Avatar" series has a loyal fan base in China, and the upcoming "Avatar: The Fire and Ash" is expected to drive box office growth due to its special effects and immersive experience [2] - "Now You See Me 3" is anticipated to perform well, following the success of its predecessor, which earned 6.38 billion yuan in the domestic market [2] Group 3: Industry Outlook - Citic Securities reports a positive outlook for the 2025 film market, highlighting the upcoming release of influential IP series that are expected to stimulate market demand and boost box office performance [3]

Industry Overview - The total box office revenue for the first three quarters of 2025 reached 41.952 billion yuan, representing a year-on-year increase of 21.12%, with total audience attendance at 985 million [1] - Domestic films accounted for 37.359 billion yuan, or 89.21% of the total box office, while imported films contributed 4.52 billion yuan, or 10.79% [1] - The National Day holiday box office was 1.835 billion yuan, with 50.07 million attendees, and an average ticket price of 36.64 yuan, down 9.28% year-on-year [1] Company Performance - The combined revenue of four listed companies in the film industry reached 7.010 billion yuan, a year-on-year increase of 41.43%, with a total net profit of 1.983 billion yuan, up 233.77% [2] - In Q3, the companies generated a revenue of 1.740 billion yuan, up 46.96%, and a net profit of 171 million yuan, up 327.98% [2] Company-Specific Insights - **Light Media**: Achieved the highest revenue of 3.616 billion yuan, a 150.81% increase, and a net profit of 2.336 billion yuan, up 406.78%. In Q3, revenue was 374 million yuan, up 247.54%, and net profit was 106 million yuan, up 993.71% [3] - **China Film**: Experienced a decline in both revenue and net profit, with Q3 revenue at 1.912 billion yuan, a 35.61% increase, but a net profit of 66 million yuan, down 69.22% year-on-year [3][4] - **Beijing Culture**: Reported revenue of 250 million yuan, a significant increase of 151.44%, but a net loss of 305 million yuan, which is 865.04% worse than the previous year [4] - **Huayi Brothers**: Faced the most significant decline, with revenue of 215 million yuan, down 46.08%, and a net loss of 114 million yuan, an increase of 368.15% [5] Market Trends - The top five films during the National Day period included "The Volunteer Army: Blood and Peace" and "731," with the former generating 450 million yuan [1] - Light Media's films contributed significantly to its revenue, with total box office receipts reaching approximately 15.903 billion yuan [3] - Beijing Culture's involvement in major films was limited, affecting its financial performance despite high revenue growth [4]

Core Insights - The film "浪浪山小妖怪" has achieved a total box office revenue of over 1.7 billion yuan after 78 days of release [1] Group 1 - The film's performance indicates strong audience interest and market potential in the current film industry [1]