数据显示，影片《疯狂动物城2》票房已突破20亿。 根据猫眼专业版、灯塔预测，《疯狂动物城2》最终票房有望超过40亿，有望超《复仇者联盟4》成为中 国影史引进片票房冠军。 中泰证券认为，在国产动画电影制作水平迈上较高水平的同时，海外动画电影进入经典大IP不断延展价 值周期，走向持续变现的时期。2025年迎来动画电影大年，标志着中国动画电影市场进入本土与海外双 轮驱动的新阶段。 此外，《疯狂动物城2》IP联名70+，影视IP商业化版图持续拓展。截至《疯狂动物城2》上映首日，在 中国市场与其联名的品牌超70家，涵盖潮玩、食品饮料、服饰、零售、餐饮、宠物、游戏等众多行业。 《疯狂动物城2》不仅拓展了影视IP的盈利空间，同时借助联名热度反哺电影传播，让超级IP的价值持 续放大。未来，经典影视IP商业价值开发将继续延伸；新IP的后链路开发将前置，电影宣发期即进行商 业拓展，形成声量的互动叠加。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 万达电影：国内电影院线龙头。 森马服饰：公司旗下品牌森马、巴拉巴拉、森马儿童已推出迪士尼疯狂动物城等IP联名产品。 公司方面，据中泰证券等表示 ...

Core Insights - The animated film "Zootopia 2" has surpassed 1.9 billion yuan in box office revenue in China, breaking the record set by its predecessor and becoming the highest-grossing imported animated film in the country [1] - The film is projected to exceed 4 billion yuan in total box office revenue, indicating strong market performance and consumer interest [1] - "Zootopia 2" is the third animated film in 2025 to surpass 1 billion yuan in box office, highlighting the commercial value of all-age animated films [1] Box Office Performance - As of November 30, "Zootopia 2" has achieved a box office of over 1.9 billion yuan in China, surpassing North America’s total [1] - The film has broken the box office record of the original "Zootopia" in China [1] - Predictions suggest that the total box office could reach 4 billion yuan in the future [1] IP Collaboration and Merchandise - "Zootopia 2" has over 60 IP collaborations across various sectors, including toys, beverages, and apparel, with some products topping e-commerce popularity lists [1] - The "Zootopia Best Partners" blind box series by 52TOYS quickly sold out within a week of its launch in Wanda Cinemas, indicating strong consumer demand [1] - MINISOLAND reported a significant number of consumers purchasing related merchandise, with over a hundred co-branded products available [2] Consumer Trends - Interest-based consumption is emerging as a new market trend, particularly among Generation Z, who are willing to spend on beloved franchises [2] - The success of animated IPs in the merchandise sector reflects diverse monetization strategies for films, suggesting a potential shift in focus for film companies towards sustainable IP exploration [2][3] Industry Insights - Toy companies are seen as "co-creators" in the ecosystem of popular IP merchandise, collaborating with IP owners to enhance content and extend the IP lifecycle [3] - The need for a robust industry chain to support high-quality IP is emphasized, indicating a trend towards comprehensive IP management and development [3]

据网络平台数据，2025年度电影总票房（含预售）突破480亿。 （文章来源：央视新闻） ...

Investment Rating - The industry rating is "Recommended" [4] Core Insights & Investment Recommendations - "Zootopia 2" achieved a single-day box office of 700 million yuan, setting a new record for animated films. The cumulative box office reached 1.37 billion yuan, with total pre-sale tickets at 1.54 billion yuan. The significant increase in audience numbers reflects the strong appeal of quality IP and production, injecting confidence into the film industry chain [2][21] - In November, 184 game licenses were approved, indicating continuous optimization in the industry supply. The National Press and Publication Administration released 184 game licenses, including 178 domestic and 6 imported games. The high number of licenses reflects policy stability, allowing leading companies to deepen their competitive advantages through product iteration and multi-platform strategies [2][22] - Current head technology companies are increasing their computing power investments, coupled with a recovery in entertainment consumption. Investment opportunities include: 1) Hong Kong internet leaders, promoting consumption and stabilizing employment; 2) Gaming industry, with policy incentives boosting domestic demand and technological empowerment enhancing product competitiveness; 3) Film and cultural tourism industries, with consumption policies promoting cinema recovery and stimulating improvement in consumer demand [3][22] Sub-industry Data Film Industry - The top three films by box office this week are "Zootopia 2" (1.373 billion yuan, 89.50% market share), "Wild Era" (59.14 million yuan, 3.90% market share), and "Demon Slayer: Infinity Castle" (47.84 million yuan, 3.10% market share) [23][24] Gaming Industry - The top three iOS games by sales are "Peace Elite," "Honor of Kings," and "League of Legends Mobile." The top three Android games by popularity are "Heart Town," "Boundary: Knife Sound," and "Daughter of Volcano: Reunion" [26][27] TV Series Industry - The top three TV series by broadcast index are "Tang Dynasty Strange Stories: Chang'an" (83.2), "Xiao Qi Qing Huang" (80.6), and "Si Xi" (79.7) [28][29] Variety Shows & Animation - The top three variety shows by broadcast index are "Now Departing Season 3" (81.7), "Wonderful Night Season 2" (78), and "Running on the Road: Tianlu Edition" (75.9) [30][32] - The top three animations by viewership index are "Immortal Reversal" (193), "Demon Slayer" (187.6), and "Devouring the Starry Sky" (175.2) [31][33]

有的影院甚至在周日凌晨密集排了三场，最晚的一场于00:45开场，散场时已是凌晨2:33。 "如果不提前买票，这个周末只能看《疯狂动物城2》黄金场次的角落座位了。"李言鲁告诉记者。 以他管理的济南新世纪电影城（泉城路店）为例，《疯狂动物城2》上映后掀起观影热潮，影院几乎全 天候排映该片，"其他影片基本也就是早晚场补一下"。他了解到，一些影厅数量较少的影院甚至全天只 排《疯狂动物城2》。 值得注意的是，《疯狂动物城2》由中国电影引进发行。11月28日，中国电影午后涨停封板。（每日经 济新闻） 【爆了！#疯狂动物城单日票房超7亿元#，#疯狂动物城预测总票房超42亿#】#疯狂动物城发行方中国电 影涨停#《疯狂动物城2》爆了。这个周末，多家影院经理直观感受到，观影的热闹氛围仿佛回到了春节 档。11月29日，《疯狂动物城2》单日票房超7亿元，据猫眼专业版，总票房预测上调至42.63亿元。 2025年国内单日票房纪录由今年春节档上映的《哪吒之魔童闹海》保持，为8.66亿元。相比之下，《疯 狂动物城2》的表现已接近这一高点。 疯狂动物城2 收起场次 ^ 0 加鬼搭档 今天 11月29日 186后全129 英语 4D 65 @ ...

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].

《疯狂动物城2》上映五天内以惊人的票房表现刷新多项纪录。 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19时，《疯狂动物城2》累计票房已突破18.89亿元，超越前作在中国内地创下 的15.4亿元票房纪录，并以惊人速度刷新多项纪录。 11月29日，该片单日票房高达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。猫眼 专业版将影片的内地总票房预测调高至42.63亿元。若能达到这一数字，《疯狂动物城2》将超越《复仇者联盟 4》，成为中国进口片票房总冠军。 如何接住观众期待 2016年，迪士尼动画电影《疯狂动物城》创造了一个富于幻想、包罗万象的动物大都会，映照了现实社会的方方 面面，给观众带来惊喜。这部融合了悬疑、喜剧等类型的作品，在全球揽下超10亿美元票房，并获得奥斯卡最佳 动画长片奖。影片中对爱、平等、勇气和梦想的追寻，成为一代观众心中的经典。 历经九年，这部备受瞩目的续作终于亮相。在世界纷争不断，人们渴望被欢乐、友善与温暖治愈的时候，《疯狂 动物城2》适时地出现了。 现实中的九年，电影里只是过去了一个星期。《疯狂动物城2》故事设定在前作的一周后。兔朱迪 ...

Group 1 - The establishment of the Commercial Space Administration by the National Space Administration indicates that the aerospace industry has entered a "fast lane" of development, focusing on commercial satellite communication products such as antennas, connectors, and precision components [1] - The box office of "Zootopia 2" has surpassed the first installment, becoming the highest-grossing imported animated film in Chinese history, suggesting a positive trend in the film market, with a company’s AI-native animated film nearing completion [1] - A company specializing in high-end customized PCBs has developed embedded inductors and high thermal conductivity materials PCBs suitable for data centers, indicating innovation in the PCB industry [1]

Group 1 - The first pilot space for virtual reality film screenings in China has been established in the 798 Art District of Chaoyang, Beijing, along with the formation of the Beijing Virtual Reality Film Industry Development Alliance [1][2] - A total of 15 virtual reality films have completed registration and received the "Dragon Mark," indicating that VR films are now included in a mature content management system [1] - The new screening space, covering 3,500 square meters, features six themed screening halls and will host a "Dragon Mark" film screening season throughout the winter [1] Group 2 - The establishment of the Beijing Virtual Reality Film Industry Development Alliance marks a shift from "single-point breakthroughs" to "overall leaps," indicating the acceleration of an open, collaborative, and shared industrial ecosystem [2] - Chaoyang District, as a key area for national cultural industry innovation, will continue to promote the deep integration of digital technology and film, providing strong ecological support for the development of virtual reality films [2]

据网络平台数据 2025年度电影总票房（含预售） 突破480亿！ 正式开启 已有超50部影片定档 影片类型方面 战争、悬疑、喜剧、奇幻、动画…… 百花齐放 国产影片方面，刚刚定档的战争题材影片《得闲谨制》，讲述南京沦陷后，宜昌深山小镇的百姓群体与日军展开殊死抗争的故事。悬疑影片《内幕》《匿 杀》和《用武之地》将带你揭开层层谜团。《无名之辈：意义非凡》聚焦小人物在荒诞境遇中发生的啼笑皆非的故事。此外，《比如父子》《岁岁平安》 《我最特别的朋友》等影片也会给大家带来丰富的观影选择，总有一款适合你！ 11月28日 贺岁档（11月28日至12月31日） 正在热映的《狂野时代》《青爱》将在12月继续上映。《狂野时代》以六个章节的形式跨越百年时空，为观众呈现出一段段梦幻与诗意的光影旅程；国内首 部青少年艾滋病题材的公益电影《青爱》深耕现实议题，打破了长期以来对艾滋病话题的避讳与沉默。 进口片组团进场，《阿凡达：火与烬》由詹姆斯·卡梅隆执导，作为《阿凡达》系列第三部续作，将携全新冒险与震撼裸眼3D视效重磅归来。 此外，已上映的《疯狂动物城2》《惊天魔盗团3》等续作则凭借IP影响力延续热度，不同类型的作品共同为观众带来多元化 ...