近期影视板块表现抢眼，影视ETF（516620）今日再度大涨5%，且此前已连续多日录得资金净申 购。这一波行情的直接催化剂无疑是即将到来的2026年春节档。今年春节假期延长至9天，有效放映天 数创下历史新高，目前已有《飞驰人生3》等多部重磅影片定档，市场热度提前升温。在"超长假期+优 质供给"的双重驱动下，影视板块正迎来一波显著的"春节档预热"行情。 风险提示：提及个股仅用于行业事件分析，不构成任何个股推荐或投资建议。指数等短期涨跌仅供 参考，不代表其未来表现，亦不构成对基金业绩的承诺或保证。观点可能随市场环境变化而调整，不构 成投资建议或承诺。提及基金风险收益特征各不相同，敬请投资者仔细阅读基金法律文件，充分了解产 品要素、风险等级及收益分配原则，选择与自身风险承受能力匹配的产品，谨慎投资。 每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 长期视角下，影视板块正处于 ...

Group 1 - The 2026 New Year's Day box office achieved a total of 736 million yuan with 18.573 million admissions, marking a strong start for the year [1][2] - The Chinese film market rebounded significantly in 2025, with total box office surpassing 51.832 billion yuan and admissions reaching 1.238 billion, both showing over 20% year-on-year growth [4] - The recovery of the market is reflected in the performance of listed companies, with a notable divergence in their earnings, highlighting the importance of identifying blockbuster films [4][5] Group 2 - The diversity of film supply during the New Year's Day period, featuring both new and established titles, is a key driver for attracting audiences back to theaters [3][6] - The animation sector has emerged as a core growth engine, with 57 animated films contributing over 25 billion yuan to the box office in 2025, reshaping market dynamics [4][5] - The trend of consumption moving to lower-tier cities has reached a five-year high, becoming a crucial incremental market for the industry [5] Group 3 - Listed companies are strategically positioning themselves for the upcoming Spring Festival box office, with key projects like "Boonie Bears: Year of the Bear" and "Flying Life 3" already announced [6][7] - The industry is shifting towards long-term IP management and value extraction, moving beyond one-time box office successes [7] - The integration of AI technology in production and marketing processes is becoming more prevalent, enhancing efficiency and reducing costs in the film industry [7]