据网络平台数据，截至11月29日下午，《疯狂动物城2》总票房已突破12亿元，今日票房已突破5.527亿，超过 《复仇者联盟4：终局之战》，成为中国影史进口片单日票房冠军，同时也是非春节档影片单日票房冠军。 《疯狂动物城2》是由拜伦·霍华德等联合执导的喜剧动画冒险片，猫眼评分9.7分。2016年《疯狂动物城1》中国 大陆上映票房为15.38亿元。BoxOffice Theory数据预测，《疯狂动物城2》全球票房有望冲击20亿美元(约合人民 币140多亿元)，或成为2025年冬季电影市场的最强"提振剂"。 | 关联个股 | 芒果超媒 +0.93% | 幸福蓝海 +6.06% | 光线传媒 +1.23% | | --- | --- | --- | --- | | | 中信出版 +3.27% | 中国电影 +9.99% | 上海电影 +2.00% | | | 万达电影 +2.14% | 实丰文化 +6.74% | 森马服饰 +2.53% | | | 諾店暑刻 +2 61% | | | 本文转载自"智通财经"，智通财经编辑：徐文强。 近期还有《鬼灭之刃：无限城篇》、《惊天魔盗团3》相继在国内上映，此外，《阿凡达3》也将 ...

Group 1 - The total box office of "Zootopia 2" has exceeded 1.2 billion yuan, making it the highest single-day box office for an imported film in Chinese history, surpassing "Avengers: Endgame" [1] - The global box office for "Zootopia 2" is projected to reach 2 billion USD (approximately over 140 billion yuan), potentially becoming a significant boost for the winter movie market in 2025 [1] - The overall box office for 2025 has surpassed 47 billion yuan, with major contributions from films like "Nezha: Birth of the Demon Child" and "Detective Chinatown 3" [2] Group 2 - The domestic film box office for 2024 reached 42.502 billion yuan, with domestic films accounting for 33.439 billion yuan, representing 78.68% of the total [2] - Companies like China Film and Citic Publishing are involved in the distribution and publication of "Zootopia 2" related content, indicating a strong collaboration with Disney [3] - Cat's Eye Entertainment, as the largest movie ticketing platform in China, is expected to benefit significantly from the recovery of the movie market [2]

Core Points - Bilibili (B站) announced the release of 40 domestic animation works for 2025-2026 during an online event, including several new projects and updates on various IP sequels [1][5] New Works - The popular IP novel "I Clean Up Garbage in the Wasteland" (《我在废土世界扫垃圾》) will be adapted into an animation, characterized as the first "romantic wasteland" genre in China, featuring imaginative visual art and a blend of technology and humanity in character design [3][5] - Classic IP adaptations such as "The Legend of Sword and Fairy 4" (《仙剑奇侠传四》) and "Difficult to Please" (《难哄》) have also released new trailers, with the latter retaining the original voice cast from its radio drama [3][5] Returning and Upcoming IPs - The phenomenon-level IP "The King's Avatar" (《罗小黑战记》) is returning after four years with a new chapter titled "Pre-school Chapter," continuing the story after "The Gate of All Beings" [5] - "Chinese Strange Tales 2" (《中国奇谭2》) is set to premiere on January 1, 2026, featuring nine distinct short stories [5] - The new season of "A Mortal's Journey to Immortality" (《凡人修仙传》) will air in the first half of 2026, alongside a theatrical film "The Mystery of the Vast Sea" (《瀚海迷踪》) and a spin-off "The Bone of the Mysterious" (《玄骨传》) currently in production [5] - The ongoing series "The Shepherd" (《牧神记》) will introduce new characters, while the third season of "Time Agent" (《时光代理人》) is scheduled for release in October 2026 [5]

Group 1 - Bilibili announced a plan for 40 domestic animation projects for 2025-2026, highlighting a focus on diverse and high-quality content [1] - The highly anticipated animation "Chinese Strange Tales 2" is scheduled for release on January 1, 2026, featuring nine distinct short stories [1] - New collaborations include the adaptation of the popular web novel "I Clean Garbage in the Wasteland" into animation, marking a first for the "romantic wasteland" genre in China [2] Group 2 - The sequel to "The Mortal Cultivation" will air in the first half of 2026, alongside a feature film and a spin-off currently in production [1] - The ongoing series "The Shepherd" will introduce new characters, while "Time Agent Season 3" is set to launch in October 2026 [1] - The animated adaptation of "Difficult to Please" will maintain the original voice cast from its successful audio drama, which has garnered over 140 million views on the platform [3]

Aviation Industry - China Southern Airlines' C919 aircraft successfully arrived at Dubai Al Maktoum International Airport on November 14, preparing for the Dubai Airshow from November 17 to 21, 2025. The C919 has received over 1,000 domestic and international orders, marking a significant milestone in China's aviation industry development [1] - Boeing predicts that the Middle East will require 3,000 new passenger aircraft over the next 20 years, valued at over $500 billion. China's fleet is expected to grow at an average annual rate of 4.4%, with a projected total of 9,323 jet aircraft by 2043, making it the largest single aviation market globally [1] Animation Industry - Bilibili held an online launch event for 40 domestic animation works for 2025-2026, including new titles and updates on various IP sequels. The return of "The King's Avatar" TV animation and the announcement of "Chinese Folktales 2" set for January 1, 2026, were highlighted [2] - Since 2018, Bilibili has launched over 3,000 domestic creations, with nearly 970 million hours of viewing time in the past year. The platform's user base reached 330 million, with a 104% year-on-year increase in viewing time for domestic content in Q3 [2] Robotics Industry - CITIC Securities reported the completion of the IPO guidance for Yushu Technology Co., which is positioned to strengthen its industry-leading status in humanoid robotics. The company is noted for its continuous technological and product iterations [3][7] - The demand for domestic production of key systems like aviation engines is expected to drive the expansion of the domestic aviation market and upgrade the industry chain [1] Commercial Space Industry - Blue Origin's "New Glenn" rocket successfully launched on November 13, marking its second flight and the first successful sea recovery of its first stage, making Blue Origin the second company globally to master orbital rocket recovery technology after SpaceX [4] Satellite Internet - The Chinese Academy of Sciences conducted a successful high-rate communication experiment, achieving data transmission rates of 6.0 Gbps in the X-band and 20 Gbps in the Ka-band, indicating significant technological advancements in satellite communication [5] - The satellite communication market is currently valued at approximately 40-50 billion yuan, with projections to exceed 200-400 billion yuan by 2030, reflecting a compound annual growth rate of 10%-28% [5] Quantum Technology - IBM announced significant progress towards achieving quantum advantage by the end of 2026 and fault-tolerant quantum computing by 2029, introducing its most advanced quantum processor, "Quantum Nighthawk," expected to be delivered by the end of 2025 [6] - China's "Zuchongzhi 3" superconducting quantum computer has successfully manipulated 105 qubits, becoming the highest-performing superconducting quantum computing prototype globally [6] Physical AI - Yushu Technology's founder emphasized that AI technology will enable robots to truly "understand the world" in the next decade, with their humanoid robots capable of performing most work actions through offline pre-learning and real-time imitation [7] - The emergence of Physical AI aims to enhance autonomous machines' capabilities in real-world physical interactions, bridging the gap between virtual and embodied intelligence [7]

Core Insights - Bilibili announced a plan for 40 domestic animation projects during its 2025-2026 national animation release conference, highlighting a focus on diverse and high-quality content [1] New Projects - Bilibili will collaborate with Shenman Culture for the first time to adapt the popular web novel "I Clean Up Garbage in the Wasteland" into an animation [3] - Classic IP adaptations such as "The Legend of Sword and Fairy 4" and "Difficult to Please" have released new trailers [3] - The TV animation "The Legend of Luo Xiaohei" will return after a four-year hiatus, launching a new chapter titled "Preschool Chapter" [3] IP Sequels - The new season of the annual series "A Mortal's Journey to Immortality" is set to air in the first half of 2026, with a related film "The Mystery of the Vast Sea" and a side story "The Legend of Xuan Gu" also in production [3] - The ongoing series "The Shepherd's Record" will introduce new characters [3] - The third season of "Time Agent" is scheduled to launch in October 2026 [3] - The highly acclaimed animation "Chinese Folktales 2" is set to premiere on January 1, 2026 [3] Content Strategy - Bilibili is increasingly focused on exploring diverse and high-quality animation content, providing more space for innovative themes and stylistic works alongside established IP sequels [3] - The new project "Cleaning Garbage" is the first domestic "romantic wasteland" themed work, featuring imaginative visual aesthetics that differ from traditional wasteland styles [3] - The animation will showcase unique creatures and the integration of plants with urban architecture, reflecting a blend of technology and humanity in character design [3] Market Trends - "Difficult to Please" is one of the few 2D urban romance stories in the animation market, with the original voice cast from the Bilibili Cat Ear FM radio drama returning for the animation [4] - The radio drama has gained widespread recognition, with over 140 million plays on Cat Ear FM [4] - Popular and stylistically unique animations like "Chinese Folktales 2" and "The Legend of Luo Xiaohei" continue to expand their content offerings [4]

Core Insights - Bilibili (referred to as "B站") held an online event on November 15, 2023, to announce the release of 40 domestic animation works for 2025-2026 [1] - The company will collaborate with Shenman Culture for the first time to adapt the popular web novel "I Clean Up Garbage in the Wasteland" into an animated series, marking the first "romantic wasteland" genre in China [1] - The animation will feature imaginative visual art, showcasing strange creatures and the integration of plants with urban architecture [1] New Releases - The new season of the annual series "A Mortal's Journey to Immortality" is set to air in the first half of 2026, alongside a feature film "The Mystery of the Vast Sea" and a spin-off "The Bone of the Immortal" [3] - The ongoing series "The Shepherd" will introduce new characters, while the third season of "Time Agent" is scheduled for release in October 2026 [3] - The highly popular animation "Chinese Folktales 2" is confirmed to premiere on January 1, 2026, featuring nine distinct short stories [3] Performance Metrics - Since 2018, Bilibili has launched over 3,000 domestic animation works, with nearly 970 million hours of viewing time for domestic content in the past year [6] - In Q3, the viewing time for domestic content on the platform increased by 104% year-on-year, with the overall user base reaching 330 million [6] - Bilibili's "Seeking Light Program" has supported 316 university projects with resources and funding, and as of August this year, the company has produced a total of 84 original animations [6]

Core Insights - The article announces the release of "Chinese Fantasy 2," a collection of animated shorts set to premiere exclusively on Bilibili on January 1, 2026, showcasing diverse styles and new characters rooted in Chinese aesthetics and culture [1][17]. Group 1: Project Overview - "Chinese Fantasy 2" consists of nine animated shorts created by a collaboration of 12 directors, expanding the artistic boundaries of the "Fantasy Universe" while maintaining traditional cultural elements [6][17]. - The project aims to explore themes of reality and illusion, inviting viewers to engage with the narratives to discover deeper meanings [4][15]. Group 2: Artistic Contributions - The series features returning directors and new talents, each contributing unique styles, such as Chen Lianhua's felt animation in "Little Snow" and Hu Rui's ink wash techniques in "Ears of the People" [6][7]. - New directors bring diverse artistic expressions, including Du Pengpeng's dark fairy tale in "Big Bird" and Ouyang Zhonghong's blend of martial arts and sci-fi in "Sanlang" [9][15]. Group 3: Thematic Exploration - The shorts reflect contemporary issues through a blend of ancient and modern storytelling, addressing topics like self-identity and generational emotions [15][16]. - The series aims to resonate with audiences by mirroring their realities through fantastical narratives, encouraging introspection and connection with societal themes [15][19]. Group 4: IP Development and Strategy - The "Fantasy Universe" is positioned as a sustainable and expandable IP, focusing on diverse aesthetic styles and cultural depth to enhance its commercial value [17][19]. - The project explores various content incubation models, aiming to create a comprehensive ecosystem from short film development to long-term operations, enriching the landscape of Chinese original animation [19].

Core Insights - Bilibili (referred to as "B站") held its 2025-2026 National Animation Works Release Conference, announcing 40 new domestic animation projects [1] Group 1: New Projects - Bilibili collaborated with Shenman Culture for the animation adaptation of the popular web novel "I Clean Garbage in the Wasteland" [1] - Classic IPs such as "The Legend of Sword and Fairy 4" and "Difficult to Please" revealed new trailers [1] - The TV animation "The Legend of Luo Xiaohei" is set to launch a new chapter titled "Preschool Chapter" after a four-year hiatus [1] Group 2: IP Sequels - The new season of the annual series "A Mortal's Journey to Immortality" is scheduled to air in the first half of 2026 [1] - "Time Agent" Season 3 is set to premiere in October 2026 [1] - "Chinese Folktales 2" is confirmed to be released on January 1, 2026 [1] Group 3: Historical Context and Performance - This marks the eighth National Animation Works Release Conference for Bilibili, with over 3,000 domestic works launched since 2018 [1] - In the past year, users spent nearly 970 million hours watching domestic content on Bilibili, with a 104% year-on-year increase in viewing time for domestic content in Q3 [1] - The overall user base of Bilibili reached 330 million, indicating that domestic animation has become a significant viewing choice for the younger demographic [1]

Group 1 - The company reported a revenue of 362 million yuan in H1 2025, a year-on-year decrease of 4.96%, and a net profit attributable to shareholders of 54 million yuan, down 22.18% year-on-year [1] - The summer blockbuster "The Little Monster of Langlang Mountain" has received a high rating of 9.7 and is expected to contribute to the company's revenue in Q3 2025, with a predicted total box office of 1.608 billion yuan [1] - The company is focusing on the long-term operation of quality IP projects, with plans for derivative product development related to "The Little Monster of Langlang Mountain" and future projects like "Chinese Tales 2" [1] Group 2 - The release of the first AI-related policy document in China marks a significant step towards the commercialization of AI, with the company engaging in strategic cooperation with Hong Kong University of Science and Technology to enhance the cultural industry chain [2] - The company is deepening its strategic partnership with Jimeng AI and Volcano Engine, as well as collaborating with notable filmmakers at the Busan International Film Festival to promote "AI + Film" initiatives [2] - Revenue projections for the company are estimated at 897 million yuan, 1.094 billion yuan, and 1.270 billion yuan for 2025, 2026, and 2027 respectively, with net profits of 239 million yuan, 314 million yuan, and 389 million yuan for the same years [2]