当电影片尾曲响起、彩蛋释出时，上海华特迪士尼大剧院内的中国观众们爆发了三次口哨和掌声。 《疯狂动物城2》能否成功，不管是对于迪士尼公司来说，还是对于整个院线市场来说，都有重要意义。2025年，中国电影市场年度总票房虽然已超越2024 年同期，但仍然低于2021年和2023年，更远低于疫情前四年。而且，目前为止450亿的票房里，有将近三分之一是由《哪吒之魔童闹海》这一部电影贡献 的。 阔别九年，迪士尼最高分动画电影《疯狂动物城》终于迎来第二部。在公映日期（11月26日）前一周，迪士尼公司11月18日在上海迪士尼度假区举行了《疯 狂动物城2》全球庆典。36氪作为首批受邀媒体之一，参与了《疯狂动物城2》中国首映礼，提前观看了电影。 因为口碑尚未解禁，本文作者目前仅被允许发表不涉及剧透的信息和个人感受。 我的观影体验是：虽然第一部已经珠玉在前，但第二部也毫不逊色。动物城仍然是九年前那个异彩纷呈、笑料百出的世界，迪士尼梦想工程师对这个动物的 乌托邦进行了事无巨细的设计，扩大了物种多样性和地图范围。而且，导演乔睿渤（Jared Bush）也在剧情中回应了大家对于尼克和朱迪这一对银幕 CP "感 情更进一步"的期待，设计了 ...

Group 1 - Several Japanese films, including "Crayon Shin-chan: The Hot Spring Dancer" and "Cells at Work," have announced delays in their release, raising concerns about the impact on cultural exchange projects between China and Japan [3] - The film "Demon Slayer: Infinity Castle Chapter" had a strong initial box office performance, earning 87.5 million RMB in its opening weekend, but is now facing potential delays in its release [3] - The Shanghai International Comedy Festival's "Yoshimoto Comedy Special" has been canceled due to force majeure, highlighting the broader impact on Japanese entertainment events [3] Group 2 - The Japanese IP market is experiencing significant volatility, with companies relying heavily on Japanese IP for revenue facing potential risks, as seen in the case of brands like Blokus, where over 53.1% of revenue comes from Japanese IP [7] - Experts suggest that companies should reduce short-term reliance on Japanese IP and shift towards domestic or original IP to mitigate risks, with examples of companies like Shifeng Culture pivoting to local IPs [7] - Some derivative product companies report limited immediate impact, as their main IPs are not primarily Japanese, indicating a potential buffer against the current disruptions [8] Group 3 - The gaming industry and concert economy may also be affected, as some games rely on Japanese IP licenses, and events featuring Japanese virtual idols could face challenges [8]

Core Viewpoint - Companies need to reduce short-term reliance on Japanese IP and accelerate the transition to domestic or original IP due to recent disruptions in the Japanese entertainment industry [1][6]. Group 1: Impact on Japanese Movies and Performances - Several Japanese films, including "Crayon Shin-chan: Hot Spring Dance," have announced delays in release, raising concerns about the ripple effects on cultural exchange projects between China and Japan [2]. - The film "Demon Slayer: Infinity Castle Chapter" is rumored to pause its release after the 20th, despite initial strong box office performance, earning 875 million RMB in its opening weekend [2]. - The Shanghai International Comedy Festival's "Yoshimoto Comedy Special" has been canceled due to force majeure, highlighting the impact on live performances as well [2]. Group 2: Broader Industry Implications - The entertainment industry, including IP licensing and derivative products, is experiencing significant volatility due to the reliance on Japanese IP [5]. - Companies like Blokku, which derive over 53% of their revenue from Japanese IP, are expected to face substantial challenges as the popularity of these IPs declines [6]. - Experts suggest that companies should pivot towards domestic or original IPs to mitigate risks, with examples of companies like Shifeng Culture shifting focus to local IPs [6]. Group 3: Current Industry Sentiment - Some derivative product companies report limited immediate impact, as their main IPs are not primarily Japanese, allowing for continued sales and activities [7]. - Industry analysts warn that reliance on Japanese IP poses significant risks, especially if licensing agreements expire without renewal, potentially crippling product lines [7]. - The gaming and concert sectors may also face repercussions, as many games and events incorporate Japanese IP, indicating a broader risk across the entertainment landscape [7].

Core Insights - The 2025 New Year film season is characterized by a diverse lineup of over 50 films, showcasing both domestic and international productions, catering to varied audience preferences [1][2] - The trend of strong returns of imported films alongside a concentrated effort from domestic films reflects a dual-market strategy that aligns with the current segmented audience demands [2][6] - Technological innovations in filmmaking, such as advanced visual effects and virtual shooting techniques, are enhancing the cinematic experience and setting new industry standards [3][4] Film Supply and Audience Demand - The film lineup for this year's New Year season features a mix of genres, including reality-based themes, suspense, and comedy, appealing to different audience segments [1][2] - Popular imported films like "Avatar: The Way of Water" and sequels to classic franchises are expected to draw significant box office attention, while domestic films are also positioned to attract diverse viewers [1][2] Technological Advancements - The use of cutting-edge technology in films like "Avatar: The Way of Water" and "Wild Era" demonstrates a commitment to high-quality visual storytelling, utilizing formats such as 4K, 3D, and advanced motion capture [3][4] - Innovations in virtual filming and AI-driven production processes are improving efficiency and enhancing the visual quality of films, providing a competitive edge in the market [3][4] Emotional Resonance and Audience Engagement - Films focusing on real-life themes are effectively capturing social emotions and connecting with audiences on a deeper level, fostering a sense of empathy and shared experience [4][5] - The unique ritualistic aspect of the New Year viewing experience is transforming audience engagement, with viewers seeking emotional value and personal connection through film [5][6] IP Development and Market Sustainability - The emphasis on IP sequels and series development is strengthening the market foundation, with successful franchises like "Zootopia 2" and "SpongeBob: Sponge on the Run" expected to attract family audiences [6][7] - The rise of individual director brands, exemplified by the success of young directors, is contributing to the overall market appeal and audience trust in new releases [6][7] Future Outlook - The 2025 New Year film season is not only a critical box office period but also a reflection of the industry's aspirations for growth and innovation in the coming year [7] - The integration of technology, emotional storytelling, and diverse genres is anticipated to solidify cinema's place in the hearts of audiences [7]

Group 1 - The trade promotion activities between China and Japan scheduled for November 19 and 22 have been postponed due to rising tensions following Japanese Prime Minister's remarks regarding Taiwan [1][3] - Approximately 20 events related to Japan in China have been postponed or canceled as reported by the Japan External Trade Organization (JETRO) [1] - The diplomatic tensions have led to a broader impact on the entertainment industry, with delays in the release of Japanese films such as the latest "Crayon Shin-chan" and "Cells at Work" in China [3][4] Group 2 - Yoshimoto Kogyo announced the cancellation of its performances in Shanghai originally planned for November 20-22, citing "force majeure" reasons [6]

欢迎扫描下方二维码关注： 电影行业的发展，离不开有关国家政策的支持，今天和申税小微一起了解一下与电影行业相关的税收优惠政策吧！ 中华人民共和国境内(以下称 境内)的单位和个人向境外单位提 供的完全在境外消费的广播影视节 目(作品)的制作和发行服务适用增 值税零税率。 =(政) 策 来 源 《财政部 国家税务总局关于全面推 开营业税改征增值税试点的通知》(财税 〔2016〕 36号〕 境内的单位和个人在境外提供 的广播影视节目(作品)的播映服务 免征增值税。 :: 30 政 策 来 来 《财政部 国家税务总局关于全面推 开营业税改征增值税试点的通知》(财税 〔2016〕 36号) 四、经营性文化事业单位转制为企业相 关税收优惠 经营性文化事业单位转制为企 业，可以享受以下税收优惠政策: 经营性文化事业单位转制为企业, 自转制注册之日起五年内免征企业 所得税。由财政部门拨付事业经费 的文化单位转制为企业,自转制注 册之日起五年内对其自用房产免征 房产税。 本公告规定的税收政策执行至 2027年12月31日。企业在2027年 12 月 31 日 享 受 本 公 告 第 一 条 第 (一)、(二)项税收政策不满五年的 ...

Core Viewpoint - The development of Chinese cinema over 120 years is closely linked to the nation's destiny and cultural identity, emphasizing the importance of integrating artistic creation with national development [1][4]. Group 1: Historical Context and Artistic Philosophy - Chinese cinema has evolved through various historical phases, with filmmakers embedding national culture and people's lives into their works, ensuring that films resonate with the spirit of the times [1][3]. - The creative process is driven by a strong emotional connection to the subject matter, particularly when it relates to the nation's fate, highlighting the necessity of passion and commitment in filmmaking [2][4]. Group 2: Creative Process and Challenges - The production of significant films, such as "The Founding of a Nation," involved extensive logistical efforts, including the participation of 15,000 extras and 138 actors, showcasing the dedication required to bring historical narratives to life [2]. - Filmmakers must balance historical accuracy with artistic expression, ensuring that characters and events are portrayed with depth and emotional resonance, which enhances the film's impact [3][4]. Group 3: Future of Chinese Cinema - The future of Chinese cinema relies on the younger generation, who are encouraged to embrace their creativity and contribute to the narrative of contemporary China, thereby continuing the legacy of national spirit through film [4].

Group 1 - The core viewpoint of the articles highlights the high expectations and potential success of Disney's animated film "Zootopia 2," which is set to be released on November 26 in mainland China and North America, with pre-sales already exceeding 600 million yuan in China as of November 19 [1][2] - The first installment, "Zootopia," achieved a box office of 1.54 billion yuan in China, holding the record for the highest-grossing imported animated film for nine years, indicating strong brand loyalty and fan base for the franchise [1][2] - Industry experts believe "Zootopia 2" has the potential to become another blockbuster, with many predicting it could surpass the 1 billion yuan mark in box office revenue, and some even suggesting it may exceed the performance of its predecessor [1][2] Group 2 - The film's distribution in China is managed by China Film Group and Huaxia Film Distribution, which will share the box office revenue with Disney, indicating a collaborative financial model [2] - Initial screening data shows that "Zootopia 2" has a high initial release ratio of 96.8% in theaters, with major cinema chains like Wanda and China Film leading in ticket sales [2] - The film has already generated significant brand collaborations, with over 40 partnerships across various sectors, including toys, beverages, and apparel, showcasing its commercial potential even before release [3] Group 3 - Disney has leveraged the film's release to enhance its theme park offerings, with the Shanghai Disney Resort hosting a global celebration for "Zootopia 2," which includes the only "Zootopia" themed area in the world, aimed at attracting more visitors [4] - The licensing business related to "Zootopia" in the Greater China region has reportedly tripled since December 2023, with expectations to launch over 2,000 licensed products by the end of 2025, reflecting the strong market demand for related merchandise [3]

Core Viewpoint - The article highlights a differentiated growth pattern in the medium-term economic landscape, with strong performance in emerging technologies and tight supply-demand dynamics in lithium battery materials, while consumer goods and travel sectors show marginal improvement, and real estate and durable goods demand remain under pressure [1]. Group 1: Downstream Consumption - Essential consumption shows marginal recovery, with retail sales of beverages, grains, oils, and food increasing by 7.1%, 9.1%, and 4.1% year-on-year in October, attributed to the impact of the double festival and "Double Eleven" shopping event [2]. - Real estate transactions in 30 major cities decreased by 24.8% year-on-year, with first, second, and third-tier cities seeing declines of 41.2%, 13.6%, and 23.3% respectively, indicating continued weakness in property sales and prices [2]. - Service consumption improved, with the tourism price index in Hainan rising by 2.1% month-on-month and movie box office revenue increasing by 90.2% year-on-year due to the release of new films [2]. Group 2: Technology & Manufacturing - The electronic industry remains highly prosperous, driven by explosive growth in storage demand due to AI, with prices for storage devices continuing to rise [3]. - The construction sector faces weak demand, with seasonal factors leading to a decline in building material demand, resulting in a subdued supply-demand structure and weak price fluctuations in steel and building materials [3]. - The lithium battery industry is experiencing increased prosperity, with the price of lithium hexafluorophosphate continuing to rise significantly, supported by tight supply and recovering downstream demand [3]. Group 3: Human Flow and Logistics - Air passenger demand has improved significantly, with long-distance travel demand increasing by 3.7% month-on-month and 14.5% year-on-year, reflecting a recovery in business travel [4]. - Freight logistics also showed improvement, with national highway truck traffic and railway freight volume increasing by 2.6% and 0.2% month-on-month respectively [4]. - However, shipping prices continue to decline, and port throughput has decreased, indicating fluctuations in export demand [4].

Core Insights - The film "Wang Wang Mountain Little Monster" has achieved significant box office success, grossing over 1.717 billion yuan and attracting more than 47 million viewers since its release on August 2, making it the highest-grossing 2D animated film in Chinese history and placing it among the top five animated films overall in China [1][10] - The film has generated a substantial cultural impact, with over 5.4 billion views across various platforms, and has established a licensing partnership with nearly 40 well-known companies, projecting total merchandise sales to exceed 2.5 billion yuan by the end of the year [1][5] - The film's creative team emphasizes the importance of innovation rooted in traditional culture, aiming to reflect contemporary realities and enhance the cultural brand of Shanghai [3][10] Industry Impact - The film represents a shift in the film industry from a single focus on box office revenue to a more diversified consumption ecosystem, showcasing the innovative capabilities of state-owned film enterprises [5] - The production team has outlined six key strategies for success, including adhering to creative principles, accurately reaching audiences, maximizing IP potential, expanding cinema experiences, embracing technological changes, and integrating cultural tourism to stimulate economic vitality [7][8] - The film has been recognized for its creative reinterpretation of classic literature, transforming traditional myths into relatable stories, thereby reflecting a significant elevation in content creation and narrative expression within the Chinese film industry [10]