北美票房：《单独之恋》领衔多部新片冲入周末票房十强 中新社洛杉矶2月8日电 (记者 张朔)美国天使工作室《单独之恋》(Solo Mio)领衔多部新片冲入最新一期 北美周末票房十强。 恐怖片《陌生人：第三章》以约350万美元首映周末票房列本期榜单第8位，获IMDb评分4.1、MTC评分 24、烂番茄新鲜度18%(33评)，CinemaScore打分为D。其开画票房与反响均在该系列电影中垫底。 尽管新片冲击不断，美国知名导演山姆·雷米执导的《请求救援》(Send Help)此番仍成功卫冕，在第二 个上映周末票房环比下跌47.7%的情况下，以约1000万美元在最新一期北美周末票房排行榜蝉联冠军， 成为该统计周期仅有的一部周末票房达千万美元的影片。这部惊悚恐怖片北美票房现约3584万美元，总 票房约5374万美元。 此外，连续11个统计周期跻身北美周末票房十强的《疯狂动物城2》(Zootopia 2)，以约400万美元居本期 榜单第6位。自2025年11月26日上映至今，这部动画片在北美收获约4.15亿美元，全球票房突破18亿美 元。 新的一周，剧情片《吉爸》(Jimpa)、动画片《奇迹梦之队》(GOAT)和科幻动作 ...

2026年长达9天的春节假期让电影市场迎来"史上最长春节档"。灯塔专业版数据显示，截至2月8日，已 有8部影片定档2026年春节档，包括《惊蛰无声》《飞驰人生3》《镖人：风起大漠》《熊出没·年年有 熊》等。2026年春节档电影市场或从2025年春节档的"一超多强"回归"多强争霸"格局。多数业内人士预 计，档期总票房或将落在70亿至80亿元区间，乐观预期下，总票房或将突破80亿元。 今年的春节档电影涵盖了喜剧、科幻、谍战、动画、武侠等诸多类型，其中，业界普遍预计《飞驰人生 3》在前作积累的高人气加持下，有望成为档期票房与口碑的双重担当。 目前，相关预售尚未开启，但据猫眼专业版，《飞驰人生3》想看人数达88万，稳居春节档首位;《熊猫 计划之部落奇遇记》和《惊蛰无声》分别以33万和31万的想看人数排名第二和第三，三部新片也基本锁 定春节档片单前三名。 具体来看，今年春节档电影项目储备包括： 《飞驰人生3》：继续由韩寒指导，沈腾和尹正主演。主出品方是亭东影业，其他出品方阵容强大，包 括众多头部国内影视公司，有猫眼娱乐、大麦娱乐、博纳影业、中国电影、开心麻花、万达电影、横店 影视等。可比电影票房表现出色，前作《飞驰人生 ...

Group 1 - The Chinese government is focusing on promoting effective investment through a combination of measures, including utilizing central budget investments, long-term special bonds, and local government bonds [1] - The Shanghai government has released a three-year action plan aimed at transforming and upgrading advanced manufacturing, targeting the addition of 100 manufacturing enterprises with an annual output value exceeding 1 billion yuan by 2028 [5][22] - The Chinese foreign exchange reserves have increased for six consecutive months, reaching $339.91 billion by the end of January, with a rise of $41.2 billion, marking a 1.23% increase [6][11][23] Group 2 - A new stock, Tongbao Optoelectronics, is available for subscription, identified as a "small giant" in the automotive electronics sector [3][19] - The gold market in Shenzhen's Shui Bei area is experiencing a surge in activity ahead of the Spring Festival, driven by strong consumer demand and a vibrant market environment [4][20] - 135 actively managed equity funds have reached historical net asset value highs in February, demonstrating resilience despite market adjustments [9][26] Group 3 - The financial regulatory authority is accelerating the reform and transformation of local small and medium-sized financial institutions to enhance financial support for key local projects [8][26] - The recent regulatory framework for Real World Asset (RWA) tokenization aims to curb illegal financial activities in the cryptocurrency sector, establishing strict guidelines for domestic and international operations [7][24][31]

"平时忙得连吃饭都赶时间，很少有机会坐下来看场电影。这次活动太贴心了，让我们感受到沈阳这座 城市的善意。"一位骑手说。沈阳电影有限公司负责人表示，希望以公益观影搭建关爱平台，用文化服 务传递温度，让全民共享城市发展成果。 （来源：沈阳日报） 此次公益观影活动是沈阳电影有限公司常态化公益活动的重要组成部分，后续还将持续聚焦户外劳动 者、青少年、老年群体等，开展更多定制化文化惠民活动，把优质影片与暖心服务送到群众身边。 活动当天，身着统一工装的骑手们陆续抵达影院，在工作人员引导下有序入场。主办方精心挑选了一部 贴近生活、充满正能量的喜剧影片。骑手们暂时忘却奔波的疲惫，沉浸在欢乐的剧情里。 转自：沈阳日报 本报讯（沈阳日报、沈报全媒体记者杨博）近日，沈阳电影有限公司在光陆影城举办"致敬城市奔跑 者"公益观影活动，邀请百余位外卖骑手走进影院，在光影中放松身心、感受温暖，以文化关怀致敬平 凡岗位上的坚守者。本次活动是2026年"暖心公益场"首场特别放映活动。 ...

灯塔专业版数据显示，截至2月8日，已有8部影片定档2026年春节档，包括《惊蛰无声》《飞驰人生3》 《镖人：风起大漠》《熊出没.年年有熊》等。 灯塔专业版数据分析师陈晋向《证券日报》记者表示，2026年春节档电影市场或从2025年春节档的"一 超多强"回归"多强争霸"格局。 根据灯塔专业版发布的数据，春节档票房从2014年的14.51亿元升至2025年的95.14亿元，增长超5.5倍； 2020年以后，春节档票房数据稳定在"60亿元+"高位；2025年春节档在《哪吒之魔童闹海》的带动下， 创下95.14亿元的档期票房新高，再次验证了中国电影（600977）市场的爆发潜力。 陈晋认为，春节档是观众消费热情最直观的体现，中国影史单日票房TOP5中，有4次出现在大年初一。 2025年全年观影人口规模预估达5.7亿，刷新历史纪录。庞大的观影基数为2026年春节档奠定了坚实基 础。2026年，春节假期长达9天，这个"史上最长春节档"为电影票房冲高提供了更充裕的时间窗口。 从地域分布角度来看，下沉市场仍是影响春节档格局的重要因素。灯塔专业版数据显示，三四线城市已 连续三年在春节档贡献出过半票房。"山河四省"(山西、河南、 ...

平安观点： 观 报 告 宏 观 周 报 宏 2026 年 2 月 8 日 中国宏观周报（2026 年 2 月第 1 周） 二手房挂牌价恢复 证券分析师 证 券 研 究 报 告 张璐 投资咨询资格编号 S1060522100001 ZHANGLU150@pingan.com.cn 常艺馨 投资咨询资格编号 S1060522080003 CHANGYIXIN050@pingan.com.cn 从高频数据观察，本周春节临近，工业生产环比大多季节性走弱，工业品 价格指数环比回落。不过，年初以来二手房挂牌价逐步止跌，外贸港口吞 吐量及韩国、越南 1 月出口数据表现亮眼，体现外需支撑增强。 1. 工业：本周生产环比季节性走弱。1）原材料方面，本周日均铁水产量提 升，部分化工品开工率环比提升；水泥熟料产能利用率、浮法玻璃开工率、 石油沥青开工率、钢铁建材表观需求环比回落。2）中下游方面，本周纺织 聚酯开工率、织造业开工率季节性走弱；汽车半钢胎开工率、全钢胎开工 率环比回落。 2. 地产：二手房挂牌价抬升。1）销售方面，本周（截至 2 月 6 日）30 大中 城市新房销售面积同比快速增长，去年同期基数受春节假期拖累；年初以 ...

Investment Rating - The report maintains a "Buy" rating for the media industry, highlighting strong performance in the sector compared to the broader market indices [1]. Core Insights - The media sector is expected to benefit from AI applications and consumer spending, with significant growth in digital marketing and advertising driven by AI technologies. Major internet companies are leveraging digital red envelopes to attract new customers for AI products during the Spring Festival [2][3]. - The report emphasizes the potential of the AIGC (AI Generated Content) sector, particularly in digital marketing, e-commerce, and AI-driven content creation, as key areas for investment [2][3]. Industry Overview - The media industry has shown resilience, with the Shanghai Composite Index and Shenzhen Component Index experiencing declines of -1.27% and -2.11% respectively, while the media sector has outperformed with significant gains [12]. - The report notes a resurgence in the digital marketing sector, particularly with the GEO (Geolocation) advertising model, which is expected to drive growth in 2026 [2][3]. Recommended Stocks and Rationale - Key stocks to watch include: - Wanda Film (002739): Actively embracing AI and participating in major Spring Festival films [3]. - Bona Film (001330): Expected to recover with participation in the Spring Festival film lineup [3]. - Mango Excellent Media (300413): Anticipated to benefit from AI integration in its core business [3]. - BlueFocus Communication Group (300058): A leading digital marketing firm actively adopting AI [3]. - Bilibili (9626.HK): Expected to see increased commercial value from community video content [3]. - The report suggests a focus on cinema chains and companies involved in the digital marketing and e-commerce sectors as potential investment opportunities [2][3]. Market Dynamics - The report highlights the competitive landscape in the AI-driven content creation space, with major players like Alibaba and ByteDance actively engaging in the AI Spring Festival initiatives [13][31]. - The cinema sector is gearing up for the 2026 Spring Festival with a diverse lineup of films, which is expected to attract various audience segments [14]. Financial Projections - The report provides earnings per share (EPS) forecasts for several companies, indicating a positive outlook for the media sector: - Huace Film & TV (300133): EPS projected to grow from 0.13 in 2024 to 0.27 in 2026 [7]. - Mango Excellent Media (300413): EPS expected to increase from 0.73 in 2024 to 0.82 in 2026 [7]. - Wanda Film (002739): EPS forecasted to rise from -0.43 in 2024 to 0.85 in 2026 [7].

Investment Rating - Industry rating: Recommended [4] Core Insights & Investment Recommendations - Claude Work has launched 13 plugins covering core business areas such as law, sales, and finance, significantly enhancing the efficiency of non-software developers by automating workflows like research, drafting, and review [2][22] - The competition in AI has shifted from providing foundational model capabilities to controlling specific industry workflows, indicating that AI applications can now offer "out-of-the-box" vertical solutions across multiple sectors [2][22] - During the Spring Festival, major AI applications invested over 1.5 billion yuan in marketing, with notable activities like Alibaba's "milk tea free order" campaign achieving over 10 million orders in just 9 hours, highlighting the potential for AI applications to connect online intelligence with offline consumption [3][23] - Current investment opportunities include: 1) Hong Kong internet leaders, 2) gaming industry benefiting from policy incentives and technological empowerment, and 3) film and cultural tourism sectors recovering due to consumer policies [3][6][23] Industry Data Film Industry - The top three films by box office for the week are: "Zootopia 2" with 30.02 million yuan (19.90% market share), "Water Pipe" with 19.28 million yuan (12.80%), and "Killing" with 17.48 million yuan (11.60%) [24][25] Gaming Industry - The top three iOS games are: "Honor of Kings," "Peacekeeper Elite," and "Gold Shovel Battle," while the top three Android games are: "Heartfelt Town," "Arknights: End of the World," and "Duck Duck Goose" [26][27] TV Series Industry - The top three TV series by broadcast index are: "Tang Palace Mystery" (77.3), "Young and Promising" (70.9), and "The Peaceful Year" (69.4) [28][29] Variety and Animation - The top three variety shows are: "Weibo Night 2025" (75.5), "Voice of the Flow Season" (63.4), and "Wonderful Night Season 2" (63.1) [30][31] - The top three animated shows are: "Happy Hammer" (230.9), "Immortal Reverse" (213.4), and "Time Beyond" (179.9) [32]

中国青年报客户端讯（中青报·中青网记者 蒋雨彤）2月6日，国家电影局、商务部共同主办的2026年"跟 着电影品美食"活动的全国启动仪式在浙江省绍兴市举行。 同日，浙江省启动2026年全省"跟着电影品美食"活动，在春节期间组织500多家商户联合推出为期1个月 的"跟着电影游浙江品美食"票根优惠活动，促进"观影+旅游+餐饮"多重消费联动。绍兴市聚焦"光影寻 味·烟火古城"主题，开展为期18天的"祝福·绍兴古城过大年"文商旅促消费活动，发放1000万元电影消费 券，打造美食市集、宋韵瓦市。 活动现 场。主办方供图 启动仪式围绕春节档新片《惊蛰无声》《飞驰人生3》《镖人：风起大漠》《熊猫计划之部落奇遇记》 《熊出没·年年有熊》《星河入梦》推介全国多地的特色餐饮和美食文化。中国建设银行、中国银联、 大麦娱乐、猫眼娱乐、美团等有关企业发布一系列"电影+餐饮"消费联动惠民举措。国铁集团、中航集 团发布在高铁、航班上开展"跟着电影品美食"春节档特别推荐计划，多点位、深融合推进电影与餐饮消 费联动、互惠互利，着力提振春节假期消费，为全年电影和餐饮市场蓬勃发展注入新动能。 来源：中国青年报客户端 ...

昨天(2月6日),由国家电影局、商务部共同主办的2026年"跟着电影品美食"活动的全国启动仪式在浙江省绍兴市举行。 启动仪式上,围绕《惊蛰无声》《飞驰人生3》《镖人:风起大漠》《熊猫计划之部落奇遇记》《熊出没·年年有熊》《星河入梦》等即将上映的春节档新片,推 介全国多地的特色餐饮和美食文化。中国建设银行、中国银联等有关企业发布一系列"电影+餐饮"消费联动惠民举措。国铁集团、中航集团发布在高铁、航 班上开展"跟着电影品美食"春节档特别推荐计划,多点位、融合推进电影与餐饮消费联动、互惠互利,着力提振春节假期消费,为全年电影和餐饮市场蓬勃发展 注入新动能。 "观影+旅游+餐饮"多重消费联动 将公益电影带入市集 山东打造新型文化市集服务模式 今年春节期间,各地将结合自身特色,围绕"跟着电影品美食"活动推出多种形式的活动。在山东,黄河大集已经成了当地文化和旅游的重要目的地。 今年,山东临沂的"光影沂蒙·奇幻琅琊"数字文化体验月暨"黄河大集"新春季活动,将公益电影带入市集,让赶大集的人们看电影、品美食、办年货,感受不一样 的新春民俗。 电影放映区成了今年黄河大集人气最旺的展区之一,银幕上动画片的欢声笑语与主旋律影片的感人 ...