不只"独家特供"，万达电影春节期间还围绕小马宝莉、熊出没、一二布布等热门IP推出了一系列衍生品和线下活动。除了毛绒玩具、爆米花桶等衍生品和周 边，万达电影还在全国280多家影城搭建小马宝莉的互动体验区，在部分影城安排熊出没人偶检票员和人偶巡游，并在全国数十家影城，为用户定制福运座 驾毛绒挂件的提车仪式。 2月24日，国家电影局发布数据，2026年春节档电影票房57.52亿元，观影人次1.20亿，其中《飞驰人生3》票房领跑。今年春节档，不仅有题材多样、类型丰 富的影片，满足不同年龄、不同群体过年观影的需求，创新性的活动与丰富的联名商品，也让IP消费成为电影市场新的增长极，电影院正在成为家庭娱乐生 活枢纽和娱乐消费新地标。 过去17年，万达影城始终是观众观影的首选，市场份额全国第一。2026年春节档，万达影城市占率同比增长0.7%，进一步巩固行业领先地位。数据显示， 在春节档全国票房TOP10影城里，万达影城独占6席，在票房TOP100影城里，万达影城独占65席，并包揽了19个省级票房冠军和154个市级票房冠军。品质 观影首选万达影城，已经成为很多观众的习惯。 今年春节档，万达电影不仅是春节档票房冠军《飞驰人生3 ...

（文章来源：每日经济新闻） 2026年春节迎来"史上最长"9天假期，消费市场活力迸发。出行方面，春运前20天全社会跨区域人员流 动量累计达50.8亿人次，日均2.5亿人次创历史同期新高；电影方面，春节档总场次超434万场，刷新中 国影史纪录；餐饮方面，全国重点零售餐饮企业日均销售额较2025年节前两天增长10.6%，商务部监测 的78个步行街客流量与营业额同比分别增长23.2%和33.2%。 消费回暖趋势显现，相关指数投资价值受市场关注。中证港股通消费主题指数既覆盖酒旅、餐饮等传统 服务业龙头，也包含潮玩、金饰等高弹性资产，以及运动服饰、白电等高股息标的，纯度较高。截至2 月13日，指数滚动市盈率为18.6倍，位于2020年发布以来4.5%分位处。 港股通消费ETF易方达（513070）管理费率仅为0.15%/年，是全市场港股消费类ETF中唯一的低费率产 品。Wind数据显示，该产品已连续8个交易日获资金净流入，合计超12亿元，助力投资者低成本布局港 股消费龙头。 ...

（文章来源：每日经济新闻） 每经AI快讯，2月24日，据灯塔专业版数据，沈腾主演电影累计票房已超400亿元，成为中国影史首位 达成此成就的演员，影片《飞驰人生3》正在热映中。 ...

Core Insights - The total box office for the 2026 Spring Festival period reached 57.52 billion yuan, with 120 million attendees [1] - The top films during this period included "Fast Life 3" with 29.27 billion yuan, "Silent Awakening" with 8.68 billion yuan, and "Bounty Hunter: Wind Rises in the Desert" with 8.06 billion yuan [1][9] Box Office Performance - The average ticket price dropped to the lowest level in nearly six years, with a significant decline of over 6% in third and fourth-tier cities, making cinema more accessible [8] - The total number of screenings exceeded 4.35 million, setting a historical high for the Spring Festival, with daily average screenings surpassing 550,000, a 15% increase compared to the previous year [8] Market Trends - The box office share from third and fourth-tier cities approached 60%, the highest in six years, indicating a strong consumption potential in lower-tier markets [8] - Except for "Star River in Dream" and "Night King," all new films had over 50% of their box office from third and fourth-tier cities, with "Boon Bear: Year of the Bear" reaching over 65% [8] Film Analysis - "Fast Life 3" dominated the box office with a significant lead, while "Silent Awakening" and "Bounty Hunter: Wind Rises in the Desert" followed in second and third place respectively [9] - "Bounty Hunter: Wind Rises in the Desert" was noted for its positive audience reception, becoming the only film to achieve a box office increase during the festival [18] Industry Outlook - The overall performance of the 2026 Spring Festival was mixed, highlighting both the strength of major IPs and the potential of emerging films [18] - The industry is urged to reassess the ecosystem of the Spring Festival, focusing on content supply optimization and exploring diverse genres to enhance market vitality [18]

Core Insights - The report from Lighthouse Research Institute indicates that the total box office for the 2026 Spring Festival period reached 5.752 billion, with total audience attendance at 120 million, highlighting significant growth in the film market during this period [1] Group 1: Box Office Performance - The top three films during the Spring Festival were "Fast Life 3," "Silent Awakening," and "Bounty Hunter: Wind Rises in the Desert," with box office earnings of over 2.9 billion, 867 million, and 806 million respectively [6] - The average ticket price for the Spring Festival was 47.8 yuan, the lowest since 2021, indicating a further reduction in viewing barriers for audiences [2] - The total number of screenings exceeded 4.35 million, setting a historical high for the Spring Festival [2] Group 2: Audience Demographics - The proportion of male viewers increased significantly, with male audience participation rising due to the popularity of films like "Fast Life 3" and "Bounty Hunter: Wind Rises in the Desert," leading to a more balanced gender ratio in the audience [6] - The share of box office revenue from third and fourth-tier cities reached nearly 53%, indicating a strengthening trend towards lower-tier markets [4] Group 3: Consumer Behavior and Trends - The integration of AI ticket purchasing and tourism experiences has created a new "movie+" consumption landscape, with a 66-fold increase in ticket sales through the AI-enabled platform [8] - Major filming locations for "Silent Awakening" became popular tourist spots, driving local tourism and consumer spending [8] - The collaboration between Dama APP and Taobao Flash Sale introduced various promotional activities, enhancing the connection between film viewership and local consumption [8] Group 4: Industry Implications - The 2026 Spring Festival demonstrated that films are no longer isolated cultural products but serve as a nexus for emotions, experiences, and the real economy [10] - Dama Entertainment's strategic positioning in offline entertainment content and consumption scenarios is driving the exploration of the "movie+" value extension [10]

广东终于实现了反超！就在今天（2月23日）下午3点23分，广东春节档电影票房反超江苏，时隔五年， 再次拿下了全国第一！ 其实从2021年开始，江苏已经连续五年霸榜，而往年广东要到初六、初七才能追上，今年初四就实现了 单日反超。 猫眼数据显示，今年春节档广东平均票价仅45.92元，低于全国大多数省份，主打一个"亲民"与"普 惠"。而真正的杀手锏是两个字：融合。 还有粤语文化的破圈，比如《夜王》这部电影，作为"两广限定"的粤语喜剧，在广东杀出了一条血路。 它再次证明，不是只有所谓的大片才能赢，原汁原味的广府文化是能精准命中本地观众的情绪需求。再 加上粤产动画《熊出没·年年有熊》票房破6.9亿，《匿杀》破5亿，这一方面说明广东制造的电影工业正 在崛起，同时也证明粤港澳文化同宗同源，一张电影票就可以连接起港澳与内地的年味，这才是真正的 人文湾区。 （文章来源：21世纪经济报道） 广东这次打出的是一套"电影+"的组合拳。你看广州，凭一张电影票根，能去海底捞打折，能去太古仓 换美食；你看深圳，跟着《惊蛰无声》打卡岗厦北，电影票直接变成"城市旅游通行证"。这种"票根经 济"彻底激活了商圈活力，电影不再是孤立的消费，而成了撬 ...

证券研究报告 据猫眼专业版，26 年春节档（廿八至初七共 9 天，其中初七为预估）总票 房将达 57.37 亿元，同比 25 年春节档（除夕至初七共 8 天，同比口径下同） 下降 39.7%，较 24 年春节档（初一至初八共 8 天）下降 28.4%；观影人次 约 1.19 亿，同降 36.2%；平均票价约 48.1 元，同降 5.3%。26 年春节档《飞 驰人生 3》以绝对优势领跑票房，其余影片票房分化较大，"口碑为王"趋 势下行业需继续提升品控和工业化水准。标的上，关注热门电影出品方和院 线龙头公司，包括大麦娱乐、万达电影。产业链标的还有博纳影业、猫眼娱 乐。 传媒 华泰研究 2026 年 2 月 23 日│中国内地 专题研究 26 年春节档票房同降约 40%，观影人次疲弱 观影人次、均价双降，或因高基数、假期出游增加、内容匹配度不足 春节档票房遇冷，观影人次疲弱 根据猫眼专业版，26 年春节档观影人次较 25 年同降 36.2%；平均票价（含 服务费）较 25 年同降 5.3%。我们认为观影人次和平均票价下降的主要原因 包括：1）25 年春节档大 IP 加持下票房创新高形成高基数；2）26 年春节 假期 ...

Core Insights - The 2026 Spring Festival box office reached 5.752 billion yuan, with 120 million attendees, marking a significant event in the Chinese film industry [1] - The average ticket price during the Spring Festival was 47.8 yuan, the lowest in six years, indicating a potential shift in consumer spending behavior [1] Box Office Performance - The total box office for the Spring Festival period (February 15-23) was 5.752 billion yuan, with the top films being "Fast Life 3" at 2.927 billion yuan, "Silent Awakening" at 868 million yuan, and "Bounty Hunter: Wind Rises in the Desert" at 806 million yuan [1] - A total of 434 million screenings were recorded during the Spring Festival, setting a new record for the number of screenings in this period in Chinese film history [1] Market Analysis - The performance of the Spring Festival was described as "ice and fire," with a lack of blockbuster films leading to an overall average performance [1] - Despite only one day (February 17) surpassing 1 billion yuan in single-day box office, the overall decline in revenue remained relatively stable [1] - The Spring Festival showed positive performance in lower-tier markets and improvements in cinema screening capabilities [1]

Core Insights - The total box office for the 2026 Spring Festival period reached 5.752 billion yuan, with 120 million admissions [1] - The top films during this period included "Fast Life 3" with 2.927 billion yuan, "Silent Awakening" with 868 million yuan, and "Bounty Hunter: Wind Rises in the Desert" with 806 million yuan [1][5] - The overall box office for 2026 so far stands at 8.335 billion yuan, with total admissions of 187 million [1] Box Office Performance - The 2026 Spring Festival box office performance was lower compared to previous years, with 2025's box office at 9.514 billion yuan and 2024's at 8.016 billion yuan [3] - The average ticket price during the Spring Festival was 47.8 yuan, the lowest in the past six years [7] - A total of 434 million screenings were recorded, setting a new record for the Spring Festival in China [7] Film Highlights - "Fast Life 3" was the standout film, surpassing 1 billion yuan in box office revenue and leading the Spring Festival box office by a significant margin [7] - Five films achieved over 1 billion yuan in box office during the Spring Festival [7] - The performance of the box office was described as "ice and fire," indicating a disparity in film success, largely due to the absence of blockbuster hits [7]

每经AI快讯，港股电影概念股跌幅居前，截至发稿，猫眼娱乐(01896.HK)跌6.86%，报6.38港元；欢喜 传媒(01003.HK)跌5.26%，报0.27港元；IMAX中国(01970.HK)跌2.95%，报8.23港元。 ...