大年初七，电影春节档收官，《飞驰人生3》凭借近30亿票房断层领先。今年春节档，既有赛车的时速较量，也有 武侠里的刀光剑影，还有现实世界里的人性抉择，给观众延续"合家欢"的传统。 2026年是电影经济促进年，而在这一理念提出的首个重要档期期间，北京、江苏、云南等多地推出电影消费券， 激发电影消费潜力。据灯塔研究院2026年春节档电影市场洞察报告（下称：灯塔春节档报告），今年春节档电影 场次破了纪录，达435.1万；平均票价47.8元，创下2021年以来最低价。 | स्टेस | 猫眼 | 灯塔 | | --- | --- | --- | | 2026年 | 57.52亿 | 57.52亿 | | 2025年 | 95.1亿 | 95.1亿 | | 2024年 | 80.16亿 | 80.16亿 | | 2023年 | 67亿 | 67.58亿 | | 2022年 | 60.35亿 | 60.35亿 | | 2021年 | 78亿 | 78.22亿 | | 2020年 | | | | 2019年 | 58.3亿 | 58亿 | | 2018年 | 57.43亿 | 57.71亿 | 《飞驰人生3》《惊蛰无声》领 ...

智通财经APP获悉，中原证券发布研报称，受多因素综合影响，2026年春节档的整体表现弱于市场预 期。在另一方面，大档期的带动效应失灵或将推动影片出品方在进一步精细打磨影片、凭借影片质量以 拉动需求的同时，在产业端加速对于IP开发、衍生品、线下实景娱乐等多元化渠道的转型投入力度，优 化盈利结构，由内容票房驱动收入增长转为由内容IP全产业链运营驱动收入增长。同时在技术端，利用 AI视频模型等技术能力，优化影视内容的制作流程，降低制作成本、提高制作效率。建议关注在优质 内容建设、IP孵化、衍生品授权等全产业链变现能力方面具备竞争优势的影视内容公司以及影院运营效 率高、非票收入占比高的头部院线公司。 中原证券主要观点如下： 2026年春节假期累计放映电影388.0万场，同比增加15.24%，日均放映场次55.43万场，同比增加 15.24%，达到历年最高水平。但以观影人次和放映场次计算，测算2026年春节档场均人次30.67人，同 比减少44.78%，降幅高于观影人次下降幅度，导致影院的上座率下滑更加显著，从2025年的43.3%下降 至22.2%。 《飞驰人生3》持续领跑，影片票房断层 《飞驰人生3》档期内总票房近 ...

证券代码:600229 证券简称:城市传媒 公告编号:2026-002 青岛城市传媒股份有限公司 2025 年度业绩预亏公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: 润为-3.5亿元至-4.5亿元，较2024年的8485.50万元净利润实现同比由盈转亏，利润降幅超4.3亿元，核心业务与 多元布局均面临严峻考验。 ●经公司初步测算,青岛城市传媒股份有限公司(以下简 称"公司")预计2025年度实现归属于母公司所有者的净利润 为-35,000万元到-45,000万元;预计 2025年度实现归属于母公司 所有者的扣除非经常性损益后的净利润为-36.000万元到-46.000 万元。 一、本期业绩预告情况 (一)业绩预告期间 2025年1月1日至2025年12月31日 (二)业绩预告情况 经财务部门初步测算,预计2025年度实现归属于母公司所 有者的净利润为-35,000万元到-45,000万元,与上年同期8.485.50 万元相比,将出现亏损。 2 公众号 · 消费日报-今朝news 2026年1月24日，青 ...

Core Insights - The "Guzi Economy" refers to the consumption culture and economic model surrounding secondary IP peripheral products, characterized by small size, high repurchase rates, low costs, and strong social attributes, rapidly emerging in the Chinese market [3] - The market size of the "Guzi Economy" in China is projected to reach 168.9 billion yuan in 2024, with a year-on-year growth of 40.6%, and is expected to exceed 240 billion yuan by 2025 [3] - The "Guzi Economy" serves as a new growth point for the economy and an important driver for the urban transformation towards youthfulness and fashion [3] Group 1: Marketing and Consumer Experience - Establishing a comprehensive marketing network and innovating new consumption experience scenarios, such as creating cultural creative workshops in areas rich in opera atmosphere and introducing diverse business formats [4] - Developing offline experience landmarks with "Guzi" specialty stores that incorporate elements of opera stage design to create immersive shopping spaces [4] - Constructing an online marketing matrix through collaborations with platforms like Bilibili and Weibo, promoting topics like unboxing opera "Guzi" products, and leveraging social media for viral marketing [4] Group 2: Industry Ecosystem and Cultural Integration - Completing a full-chain industry ecosystem that meets new cultural consumption demands, including an "IP authorization—design—production—sales" closed loop [5] - Supporting local cultural and creative enterprises and collaborating with high-quality manufacturing resources from regions like the Yangtze River Delta and Beijing-Tianjin-Hebei to attract excellent design teams [5] - Promoting cross-industry integration and releasing new multiplier effects by combining "Guzi" with tourism and technology, designing themed tourism routes, and developing new cultural consumption products using advanced technologies like big data and AI [5]

"雪王乐园"上 线？蜜雪冰城公 开招聘多岗位， 月薪最高2.5万 元_南方+_南方 plus 近日，蜜雪冰城 在招聘软件集中 发布了一批乐园 相关岗位招聘信 息，月薪最高达 2.5万元。消息 一出，立马引发 行业及消费者广 泛关注，网友们 纷纷猜测：备受 期待的"雪王乐 园"终于要来 了？ 从招聘信息来 看，本次蜜雪冰 城招聘涵盖内容 编剧、演艺统 筹、工程管理、 周边产品统筹等 岗位，薪资范围 在月薪10K至 25K之间，所有 岗位均要求5至 10年相关工作经 验，工作地点统 一位于河南郑 州。 具体来看，乐园 内容编剧岗需要 参与乐园整体设 计，搭建雪王IP 完整故事背景和 核心叙事线，将 游乐项目、主题 区域、互动环节 串联成连贯的体 验链路，并持续 优化节日及日常 主题企划内容； 乐园演艺统筹岗 需围绕雪王IP制 定符合乐园风格 的表演及互动形 式，结合节假日 和热点策划创新 演艺项目，要求 具备环球影城、 迪士尼等大型乐 园IP管理经验者 优先；乐园项目 工程管理岗承担 从规划、设计、 施工到开业的全 流程管理职责， 需完整操盘过投 资额超2亿元的 主题乐园项目， 熟悉游乐设备安 装及沉浸式体验 项 ...

Core Insights - Disney has officially announced its CEO succession plan, appointing Josh D'Amaro as the new CEO effective March 18, 2026, following the release of its Q1 FY2026 earnings report [1] - The appointment of D'Amaro, who has led the experiences division to record revenues, reflects Disney's strategic shift to strengthen its core profitable segments amid intense competition in streaming [2] Financial Performance - For Q1 FY2026, Disney reported revenues of $26 billion and a net profit of $2.4 billion, exceeding Wall Street expectations [2] - The entertainment segment generated $11.6 billion in revenue, with an operating profit of $1.1 billion, marking a 7% year-over-year increase [2] - Disney's streaming revenue grew by 12% to $5.3 billion, with profitability increasing by over 50%, indicating a successful turnaround after several quarters of losses [10][12] Business Segments - The experiences segment achieved a significant milestone, with quarterly revenue surpassing $10 billion for the first time, driven by global theme park expansions and cruise business growth [15] - Disney's film studio achieved over $6.5 billion in global box office revenue in 2025, marking its third-highest year ever, with major hits like "Avatar: The Way of Water" and "Zootopia 2" [4][6] - The integration of Disney+ and Hulu is underway, aiming to enhance user experience and engagement [12][10] Strategic Initiatives - Disney is focusing on leveraging its extensive IP portfolio, emphasizing the importance of content creation and development over external acquisitions [3][9] - The company is exploring partnerships with OpenAI to enhance content creation capabilities on Disney+, particularly in short video formats [13][15] - Future film releases include sequels and adaptations of popular franchises, indicating a strong pipeline for continued revenue generation [9] Challenges Ahead - The new leadership will face challenges such as upcoming labor negotiations, regulatory pressures, and intensified competition in the streaming space [3] - Geopolitical tensions and rising construction costs may impact the growth of the experiences segment in the upcoming quarters [3]

Core Insights - Disney has made significant progress in turning its streaming business into a profitable sector, with a profit margin of 5% last year and a target of 10% for this year [1] - The company reported a revenue growth of 12% and a profit increase of over 50% in the latest quarter, showcasing improved operational efficiency [1] - Disney plans to continue investing in international content development and technology upgrades to enhance product quality [1] Streaming Business - The streaming business has seen a substantial reduction in losses, previously reaching $1 billion per quarter, now showing profitability [16] - The company aims to achieve a profit margin of 10% for its streaming business, up from 5% last year [16] - Disney has developed various technical tools to enhance user experience and optimize business outcomes in streaming [12] Content and IP Strategy - Disney believes it has sufficient IP resources and will focus on developing the value of existing IP rather than acquiring new ones [5][2] - The company has invested $6 billion in film production over the past two years, with a total investment of $37 billion [3] - Upcoming releases such as "The Devil Wears Prada 2" and "Toy Story 5" are expected to drive significant revenue and enhance the value of existing IP [17] Theme Parks and Visitor Trends - Walt Disney World has shown strong performance, with a 5% increase in bookings for the year, particularly in the latter half [7] - The company plans to open a new "Frozen" themed area in Paris and has seen high visitor interest in the "Zootopia" area in Shanghai [4] - International visitor data is less visible, leading the company to focus marketing resources on domestic guests to maintain high traffic levels [2][18] User Engagement and Technology - Disney has partnered with OpenAI to allow users to generate 30-second videos featuring 250 Disney characters, with plans to integrate this feature into Disney+ [13] - The company is focused on reducing user churn through bundled services and enhancing user engagement with new features [12] - Future developments may include allowing Disney+ subscribers to create their own short videos using the Sora tool [13] Financial Guidance and Performance - The company expects accelerated growth in the second half of the year, driven by a stronger slate of theatrical releases [17] - Management has indicated that the restructuring of the company has improved accountability and performance in the streaming business [14] - The overall profit structure is expected to become more balanced over the next five to ten years, with both Experiences and Entertainment segments contributing significantly to growth [20]

Core Viewpoint - The recent recruitment by Mixue Ice City for positions related to the "Theme Park Project" suggests a significant expansion into the theme park industry, indicating a strategic shift beyond its traditional beverage and food offerings [2][4]. Group 1: Recruitment and Job Roles - Mixue Ice City has launched a series of job openings related to the "Theme Park Project," including roles such as park performance coordinator, content writer, project engineering manager, and product coordinator, with monthly salaries ranging from 10,000 to 24,000 yuan [2][3]. - The job roles will focus on the overall design of the theme park, building a complete narrative around the "Snow King" IP, and creating immersive experiences through various attractions and interactive elements [2][3]. - Candidates are required to have over five years of scriptwriting experience and familiarity with the performance logic of renowned theme parks like Disney and Universal Studios [2][3]. Group 2: Company Background and Expansion - Mixue Ice City, which primarily offers fruit drinks, tea, ice cream, and coffee, went public on the Hong Kong Stock Exchange last year and has been diversifying its business into breakfast and beer [4]. - The company has invested 297 million yuan to acquire a 53% stake in Fulu Family, marking its entry into the fresh beer market [4]. - The "Snow King" character, a personified image of Mixue Ice City, has gained popularity, with the animated series "Snow King Arrives" achieving over two million views on Bilibili [4]. Group 3: Intellectual Property Development - Mixue Ice City has registered several trademarks related to the "Snow King" series, covering categories such as food and beverage, education, and entertainment [5]. - The company has established "Snow King Love Animation Culture (Beijing) Co., Ltd." to manage the content operation, intellectual property protection, and commercialization of the "Snow King" IP [4][5]. Group 4: Financial Performance - In the first half of 2025, Mixue Group reported revenues of 14.87 billion yuan, a year-on-year increase of 39.3%, with a gross profit of 4.71 billion yuan, up 38.3%, and a net profit of 2.72 billion yuan, reflecting a growth of 44.1% [7].

头部茶饮品牌蜜雪冰城释放多个乐园相关岗位招聘，引发外界猜测，蜜雪冰城是否要建设自己的主题乐园？ 2月3日，界面新闻以消费者身份咨询蜜雪冰城 官方客服进行求证，对方回应称："已将相关情况记录下来，稍后会反馈给相关负责人进行 核实。" 界面新闻查询BOSS直聘了解到，蜜雪冰城目前正在招聘乐园演艺统筹岗、乐园内容编剧岗、乐园周边产品统筹岗和工程管理岗（乐园项 目）等多个岗位，岗位薪资为月薪11K至24K之间，均要求5至10年的工作经验，工作地点位于河南郑州。 Q 乐园 取消 经验 ▼ 类型 全部职位 ▼ 城市 ▼ -- -- 薪资 ▼ 乐园演艺统筹岗 11-20K 5-10年 大专 影视类 旅游类 TO C 代先生 · HR 回复率高 郑州 金水区 祭城 工程管理岗(乐园项目) 12-24K 其他 机电工程经验 5-10年 | 本科 工业建筑经验 代先生 · HR 回复率高 郑州 金水区 祭城 乐园内容编剧岗 12-20K 5-10年 本科 游戏剧情策划 话剧 代先生·HR 回复率高 郑州 金水区 祭城 乐园演艺统筹岗 11-20K 2.制定项目预算及施工计划,监控成本、进度、风险,优化 资源配置,确保项目动态可控 ...

Core Insights - The competition between ByteDance and Reading Group in the manga drama sector is not just a business rivalry but a battle for dominance in a 20 billion market [1] - The emergence of AI-generated manga dramas addresses production pain points in traditional short dramas, significantly reducing production time and team size [1] IP Competition - Reading Group holds a substantial IP library with over 14 million works and 9.4 million creators, creating a nearly insurmountable resource barrier [2] - 70% of Reading Group's manga dramas with over 10 million views in the first half of 2025 are adaptations of top IPs, leveraging a stable fan base to reduce promotional costs [2] Free Strategy by ByteDance - ByteDance adopts a free strategy with over 60,000 original IPs, focusing on high-emotion, fast-paced content that is well-suited for short video distribution [3] - ByteDance offers a 90% revenue share to copyright holders and production subsidies of 5,000 to 20,000 yuan per episode to attract production teams [3] Collaboration Models - Reading Group invests in top production companies like Soy Sauce Animation, securing quality production capacity through capital binding [5] - ByteDance employs an open platform strategy, signing numerous framework agreements to attract large-scale teams and challenge Reading Group's IP monopoly [5] Differing IP Strategies - Reading Group focuses on long-term value development of its IPs, while ByteDance treats its free web novel IPs as fast-moving consumer goods [6] Flow Battle - ByteDance leverages its platforms like Douyin and Hongguo to create a massive user flow, with over 5 billion users on Hongguo, targeting the core audience of manga dramas [8] - ByteDance's algorithmic capabilities enhance content exposure conversion rates by over 300%, significantly outperforming industry averages [8] Monetization Strategies - ByteDance's monetization model is straightforward, focusing on "free viewing + ads + cash withdrawal," aiming for rapid returns and large-scale profitability [10] - Reading Group's approach is more strategic, using manga dramas to test IP market potential and drive revenue across multiple business lines [13] AI Competition - The competition has evolved into an AI-driven race, with ByteDance focusing on industrial efficiency and rapid content production [16] - Reading Group's AI strategy emphasizes IP value extraction and quality content development, ensuring that adaptations remain true to original works [17] Ecosystem Positioning - ByteDance aims to create a "content production-distribution-profit" loop, while Reading Group seeks to establish manga dramas as the core of its IP ecosystem [20] - Both companies face challenges: ByteDance struggles with sustainable content quality, while Reading Group needs to enhance its flow operations and monetization efficiency [21] Future Outlook - The competition will intensify in three areas: AI application, IP and flow integration, and overseas market expansion [24] - The ongoing rivalry is reshaping the industry landscape, with both companies influencing the future of the manga drama sector [26]