上映五天，《疯狂动物城2》的走势很"疯狂"。 据灯塔专业版数据，截至11月30日发稿，《疯狂动物城2》累计票房已突破19.2亿元，超越前作在中国内地创下的15.4亿元票房纪录，并以惊人速度刷新纪 录。该片创中国影史进口动画片票房冠军、2025进口片内地票房冠军、内地影视进口片单日票房冠军等55项纪录。 11月29日，《疯狂动物城2》单日斩获票房7.3亿元，超越《复仇者联盟4：终局之战》，登顶中国进口片单日票房冠军，也成为今年除春节档之外，唯一 单日票房超过7亿元的影片。 值得关注的是，《疯狂动物城2》累计想看人数目前已超231万人，高于《哪吒之魔童闹海》（以下称《哪吒2》）累计想看人数132万人。同时，11月29日 《疯狂动物城2》排片量高达34.6万场，远超《哪吒2》创下的25.5万场的最高日排片纪录。 据猫眼电影专业版平台当日预测，《疯狂动物城2》内地总票房有望达42.63亿元，票房成绩仅次于今年春节档火爆的动画电影《哪吒之魔童闹海》，也将 超越《复仇者联盟4》，成为中国进口片票房总冠军。 在《疯狂动物城2》电影火爆之际，其院线的排片率也在不断攀升，截至30日发稿时，《疯狂动物城2》的院线排片率已达83. ...

Core Insights - "Zootopia 2" has achieved remarkable box office success, surpassing its predecessor and setting multiple records in the Chinese market [1][3][7] Box Office Performance - As of November 30, "Zootopia 2" has grossed over 1.92 billion yuan, exceeding the 1.54 billion yuan record set by the first film in China [1] - The film set 55 records, including the highest box office for an imported animated film in China and the highest single-day box office for an imported film [1][9] - On November 29, the film earned 730 million yuan in a single day, becoming the highest single-day box office for an imported film in China [3] Audience Engagement - The film has attracted over 2.31 million people expressing interest, surpassing the 1.32 million for "Nezha: Birth of the Demon Child" [3] - The film's screening volume reached 346,000, exceeding the previous record of 255,000 set by "Nezha 2" [3] Future Projections - Predictions suggest that "Zootopia 2" could reach a total box office of 4.263 billion yuan, making it the highest-grossing imported film in China [7] - The film's screening rate has reached 83.3%, contributing nearly 95% of the daily box office revenue [9] Market Trends - The animation film sector is experiencing significant growth, with high-quality content becoming the main driver of box office success [12] - The overall film market is transitioning from quantity to quality, with a focus on high-quality supply [12] Industry Impact - The success of "Zootopia 2" is expected to benefit related publicly listed companies, particularly those involved in high-quality content supply and cinema operations [12] - There are plans for a live-action adaptation of "Zootopia," although the director has denied these rumors [12][14]

Investment Rating - The industry investment rating is "Increase Holding" [4][11]. Core Viewpoints - The release of "Zootopia 2" has exceeded expectations, with total box office revenue expected to surpass 50 billion yuan [6]. - The animation film market is entering a new phase driven by both domestic and overseas productions, with 2025 anticipated to be a significant year for animation films [6]. - The commercial value of film IP is expanding, with over 70 brands collaborating with "Zootopia 2" across various sectors [6][7]. - The film market is transitioning from quantity to quality, with high-quality content becoming the core driver of box office performance [6]. Summary by Sections Industry Overview - The industry comprises 130 listed companies with a total market value of 1,783.635 billion yuan and a circulating market value of 1,650.146 billion yuan [2]. Market Performance - "Zootopia 2" achieved a box office of 14 billion yuan within four days of release, setting multiple records in Chinese film history [6]. - The film's performance indicates a strong recovery in the market, with a significant increase in audience attendance and box office revenue [6]. Future Outlook - The upcoming holiday seasons are expected to see a robust performance from both imported and domestic films, with several high-profile releases scheduled [6][10]. - The industry is expected to continue its growth trajectory, supported by a recovery in the supply of imported films and a focus on high-quality content [6]. Key Companies to Watch - Companies to monitor include China Film, Light Media, Wanda Film, and Maoyan Entertainment, among others, which are positioned to benefit from the evolving market dynamics [6].