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《疯狂动物城2》破五项影史纪录 中国电影两连板 这些股或受益
Core Insights - The movie "Zootopia 2" has achieved a domestic box office of over 1.952 billion yuan within a week of its release, ranking first in the mainland box office weekly chart [2] - The film set five records in Chinese film history, including the single-day box office record for adventure films and pre-sale box office records for various categories [2][4] Box Office Records - The single-day box office record for adventure films in China is 552 million yuan, previously held by "Avengers: Endgame" [4] - The past five years' single-day box office record for adventure films was 479 million yuan, previously held by "The Wandering Earth 2" [4] - The pre-sale box office record for comedy films in the past three years is 303 million yuan, previously held by "Detective Chinatown 3" [4] - The pre-sale box office record for animated films in the past three years is 287 million yuan, previously held by "Ne Zha" [4] - The pre-sale box office record for adventure films in the past three years is 255 million yuan, previously held by "The Wandering Earth 2" [4] Stock Market Impact - Following the success of "Zootopia 2," the domestic distributor China Film (600977.SH) saw its stock price hit the daily limit, with other film-related stocks also experiencing gains [6] - Companies such as Happiness Blue Sea (300528.SZ), Huayi Brothers (300027.SZ), and Aofei Entertainment (002292.SZ) also saw stock price increases [6] Related Companies and IPs - Companies associated with the "Zootopia" IP, such as Citic Publishing (300788.SZ) and Semir Apparel (002563.SZ), are expected to benefit from the film's popularity [7] - Other brands like Pop Mart (9992.HK), Li Ning (2331.HK), and Miniso (9896.HK) have launched co-branded products related to "Zootopia 2" [8] Future Film Releases - "Avatar 3," expected to be released on December 19, is anticipated to perform well in the Chinese market, potentially boosting overall box office revenues [9]
猫眼娱乐高开逾4% 《疯狂动物城2》刷新多项纪录 票房有望突破40亿元
Zhi Tong Cai Jing· 2025-12-01 01:43
Group 1 - The core viewpoint of the article highlights the strong performance of "Zootopia 2" in the Chinese market, which has exceeded expectations and set multiple box office records [1] - As of November 30, "Zootopia 2" has surpassed 1.9 billion yuan in box office revenue in China, prompting platforms like Maoyan to significantly raise their total box office forecast from 2.4 billion yuan to 4.263 billion yuan [1] - The film's release has seen over 70 brands collaborating in the Chinese market, indicating a robust marketing strategy and potential for increased consumer engagement [1] Group 2 - Huayuan Securities has expressed a focus on the box office performance of imported films, suggesting that the film market is supply-driven and that successful sequels are likely to stimulate viewing demand and contribute to steady growth in box office revenues [1] - CITIC Securities noted that Maoyan Entertainment's semi-annual report has extensively mentioned its IP business layout, indicating that the company is currently gaining experience through experimental operations, with future potential for scaling and systematic development of film IP operations [1]
《疯狂动物城2》票房已突破19亿,A股影视股走强!中国电影涨停,幸福蓝海涨超6%,金逸影视、光线传媒、上海电影涨超3%
Sou Hu Cai Jing· 2025-12-01 01:43
Core Insights - The A-share market is witnessing a strong performance in the film sector, with notable stocks hitting their daily limits and significant price increases [1] - The film "Zootopia 2" has achieved a box office revenue exceeding 1.9 billion, making it the box office champion for November [1] Stock Performance - China Film (600977) has seen a price increase of 10.01% with a total market capitalization of 35.5 billion and a year-to-date increase of 64.41% [2] - Happiness Blue Ocean (300528) has risen by 6.53%, with a market cap of 875.6 million and a year-to-date increase of 170.11% [2] - Golden Screen Cinemas (002905) has increased by 3.54%, with a market cap of 4.625 billion and a year-to-date increase of 55.96% [2] - Cultural Investment Holdings (600715) has seen a rise of 2.78%, with a market cap of 10.5 billion and a year-to-date increase of 15.11% [2] - Light Media (300251) has increased by 3.17%, with a market cap of 49.7 billion and a year-to-date increase of 81.35% [2] - Shanghai Film (601595) has risen by 3.06%, with a market cap of 14.6 billion and a year-to-date increase of 32.42% [2] - Hengdian Film (603103) has increased by 2.25%, with a market cap of 11 billion and a year-to-date increase of 21.29% [2] - Bona Film Group (001330) has seen a rise of 2.11%, with a market cap of 9.993 billion and a year-to-date increase of 18.60% [2] - Wanda Film (002739) has increased by 2.10%, with a market cap of 24.7 billion but a year-to-date decrease of 3.71% [2] - Baida Qiancheng (300291) has risen by 2.00%, with a market cap of 576.4 million and a year-to-date increase of 21.67% [2]
X @Bloomberg
Bloomberg· 2025-12-01 01:02
Disney’s Zootopia 2 pulled in $272 million to claim China’s second-biggest opening ever for a foreign film, boosting the US studio in a key market https://t.co/ZVrUyidUDq ...
‘Zootopia 2' 4th-Biggest Box Office Debut In History, Biggest 2025 Weekend
Forbes· 2025-11-30 19:50
Core Insights - Disney's "Zootopia 2" has achieved a record-breaking opening weekend, marking the largest weekend of 2025 for any film and the fourth-largest box office debut in history [1][5]. Box Office Performance - Current estimates for "Zootopia 2" place its worldwide earnings between $555 million and $560 million over the extended Thanksgiving holiday weekend [3]. - The film has received an A grade from audiences via Cinemascore and a 95% positive rating from verified audiences on Rotten Tomatoes, along with a 91% "Certified Fresh" critical score [3]. - "Zootopia 2" has surpassed "The Fate of the Furious," which had a $541.9 million opening in 2017, to claim its position on the all-time list [5]. Future Projections - Long-term projections suggest "Zootopia 2" could exceed $1.1 billion, with a potential high of $2.5 billion if it achieves a 4x multiplier [8][10]. - The first "Zootopia" had a final multiplier of 4.5x, indicating that if "Zootopia 2" performs similarly, it could significantly challenge the box office rankings [9]. - The film is positioned as a serious contender for the second place on the year-end box office charts, with the holiday season expected to boost its performance [12].
X @The Wall Street Journal
Market Performance - Disney's sequel achieved significant box office numbers in China [1] - China has been a difficult market for Hollywood films [1]
‘Zootopia 2' Opens to More Than Half a Billion Dollars Globally
WSJ· 2025-11-30 18:23
Core Viewpoint - Disney's sequel has achieved significant box office success in China, a market that has posed challenges for Hollywood films [1] Group 1: Box Office Performance - The sequel posted impressive numbers in China, indicating a strong reception among local audiences [1] - This performance contrasts with the overall difficulties faced by Hollywood films in the Chinese market [1] Group 2: Market Context - The success of Disney's film highlights potential opportunities for Hollywood in navigating the Chinese film landscape [1] - The film's performance may signal a shift in audience preferences or a recovery in the market for foreign films [1]
热度爆表!5天19亿元 单日排片超《哪吒2》 《疯狂动物城2》疯狂破纪录!将拍真人版?导演辟谣
Mei Ri Jing Ji Xin Wen· 2025-11-30 16:52
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. ...
热度爆表!5天19亿元,单日排片超《哪吒2》,《疯狂动物城2》疯狂破纪录!将拍真人版?导演辟谣
Mei Ri Jing Ji Xin Wen· 2025-11-30 16:05
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]
《疯狂动物城2》成为中国内地影史进口片单日票房冠军
Zhong Guo Xin Wen Wang· 2025-11-29 13:03
Group 1 - The film "Zootopia 2" has become the single-day box office champion for imported films in China's mainland, surpassing 5.527 billion RMB on November 29, 2023 [1] - "Zootopia 2" has achieved a total box office of over 12.5 billion RMB in its first four days of release, with projections suggesting it could reach 38.2 billion RMB in total box office [1] - The film's pre-sale performance was notable, with a total of 3.2 billion RMB, making it the highest pre-sale box office for animated films in China's history [1] Group 2 - The total box office for November 2023 in China's mainland has exceeded 23.65 billion RMB, setting a record for the highest monthly box office since 2019 [1] - Upcoming films such as "The Quiet and Cautious" and "Avatar: The Way of Water" are expected to contribute to the box office growth in December, potentially pushing the total annual box office for 2025 in China to surpass 50 billion RMB [2]