近日，万达电影（002739）继中期披露净利润同比激增372.55%后再传捷报——暑期档IP衍生品销售总额达1.06亿元人民币，比去年同期增长94%，几乎 翻一番。贡献前三的IP为《光与夜之恋》《浪浪山小妖怪》、呆萌町，涵盖游戏IP、动漫IP、潮玩形象IP多种类型。 战略前瞻+经验复制，非票业务增长逻辑持续验证 今年6月，万达电影发布"超级娱乐空间"战略时，董事长兼总裁陈祉希就指出，不依赖单一票房产出，要不断拉动非票收入增长。万达电影通过柜台形象 升级、销售动线规划和外部渠道拓展等举措进一步优化消费场景布局，结合50家"时光里艺术品商店"场景化陈列，配合开展丰富的线上线下（300959）互 动活动，带动商品毛利率提升10个百分点。 这一活动有效拉动了院线零售业务，部分联名主题活动单次售出的爆米花就可以装满20个集装箱。更有趣的是，爆米花桶在该场景下，不再是用后即弃的 一次性纸桶，变身为马口铁材质的活动联名"痛桶"。此次活动中，联名爆米花桶售卖数量超30万个，显然已经成为万达电影独创的"新型谷子"。 有受访者分享道，在影院这一独特空间中参与活动时，手拎着装满爆米花的"痛桶"，甜蜜的气息与铁桶上精致可爱的装饰相互 ...

Core Viewpoint - Wanda Film Co., Ltd. is expected to achieve a significant increase in net profit for the first half of 2025, driven by innovative measures and a recovery in the film industry, with projected net profit ranging from 500 million to 560 million yuan, representing a year-on-year growth of 340.96% to 393.87% [1] Group 1: Financial Performance - For the first half of 2025, Wanda Film anticipates a net profit of 500 million to 560 million yuan, marking a substantial increase compared to the previous year [1] - The overall box office in China reached 29.231 billion yuan, with a year-on-year growth of 22.91%, and total audience attendance of 641 million, up 16.89% [1] Group 2: Market Trends - The Chinese film market is experiencing a recovery driven by high-quality content, with domestic films accounting for 91.2% of the box office [1] - The upcoming 2025 Spring Festival is expected to boost audience enthusiasm due to a rich lineup of quality films [1] Group 3: Content Strategy - Wanda Film has a diverse lineup of films planned for the summer season, including titles like "Malice" and "Strange Tales: Lanruo Temple," aiming to attract a wide audience [2] - The company has a robust film reserve for the year, including various genres to cater to different viewer preferences [2] Group 4: Cinema Experience Enhancement - Wanda Film is implementing a "five-star cinema" plan to enhance the viewing experience, including upgrading projection equipment and introducing ergonomic seating [3] - The company plans to complete the deployment of all-laser projection halls by the end of 2026, improving visual quality for audiences [3] Group 5: Strategic Initiatives - The "Super Entertainment Space" strategy launched by Wanda Film aims to diversify its revenue streams beyond box office sales, focusing on core businesses such as film, television series, strategic investments, and gaming [4] - The implementation of this strategy is expected to enhance non-box office revenue and profitability, positioning Wanda Film as a comprehensive entertainment platform [4]