据网络平台数据 截至12月7日16时18分 2025年贺岁档档期 电影总票房破30亿元 《得闲谨制》首日上映 票房破亿 （11月28日—12月31日） 动画电影《疯狂动物城2》暂列贺岁档电影票房第一。自同步北美上映以来，这部电影的中国内地累计票房远超北美市场表现，成为该片全球最大的票房 市场。 50余部电影锁定贺岁档 你最期待哪一部？ 自今年11月28日电影贺岁档正式开启，已有超50部影片定档。影片包含悬疑、温情、动作、科幻等多个题材，可满足观众多元观影需求。 除了前面介绍的两部影片，这些作品也不要错过。 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。《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。 《得闲谨制》12月6日上映首日票房破亿，截至目前票房（含点映及预售）已超1.8亿元。这是一部聚焦百姓抗战题材的力作。影片中，机械厂钳工莫得闲 为避战乱携家人遁入深山，和防空炮长肖衍等人在"戈止镇"觅得一处安身之所。然而，日本侦察兵的突然闯入撕碎了小镇的宁静。绝境之下，全镇百姓并 肩作战，誓死守护家园。 《 ...

Group 1 - The total box office for the 2025 New Year season (November 28 - December 31) has exceeded 3 billion [1] - The film "De Xian Jin Zhi" achieved over 100 million in its first day of release, with current earnings exceeding 180 million [3] - "Zootopia 2" has become the highest-grossing film in the New Year season in China, surpassing its performance in the North American market [6] Group 2 - More than 50 films have been scheduled for the New Year season, covering various genres such as suspense, warmth, action, and science fiction [8] - Notable films include suspense titles like "Inside," "Hidden Kill," and "Place of Arms," as well as comedies like "The Unnamed: Meaning Extraordinary" [10] - The film "Wild Times" presents a poetic journey across a century in six chapters, while "Qing Ai," the first domestic film on youth and AIDS, addresses a long-avoided topic [11] Group 3 - The anticipated release of "Avatar: The Way of Water," directed by James Cameron, promises new adventures and stunning visual effects [13]

Core Insights - The total box office for the 2025 New Year film season has exceeded 3 billion yuan as of December 7, 2023 [1] - The film "De Xian Jin Zhi" premiered on December 6, 2023, and achieved over 180 million yuan in box office on its first day [3] - "Zootopia 2" has become the highest-grossing film in the New Year season in China, surpassing its performance in the North American market [6] Group 1 - The 2025 New Year film season runs from November 28 to December 31, with a total box office exceeding 3 billion yuan [1] - "De Xian Jin Zhi" focuses on the theme of ordinary people's resistance during wartime, with a storyline involving a family seeking refuge from conflict [3] - The film "Zootopia 2" has outperformed its North American counterpart, establishing itself as the largest box office market globally for this title [6] Group 2 - Over 50 films have been scheduled for the New Year season, covering various genres such as suspense, warmth, action, and science fiction [8] - Notable films to watch include suspense titles like "Inside," "Hidden Kill," and "Place of Arms," as well as comedies like "The Most Special Friend" [9] - "Wild Times" presents a poetic journey through six chapters spanning a century, while "Qing Ai" addresses the topic of AIDS in a groundbreaking manner [11]

Core Viewpoint - The film market is experiencing a surge driven by Disney's "Zootopia 2," which has achieved significant box office success and positively impacted related stocks [1][3]. Box Office Performance - As of December 1, "Zootopia 2" has grossed over 1.95 billion yuan (approximately 0.28 billion USD) with over 49 million viewers [1]. - The film set multiple records, including the highest single-day box office for an imported film in China, with a peak of 738 million yuan (approximately 0.1 billion USD) on November 29 [3]. - By the end of its first week, the film's box office in China reached 2.74 billion yuan (approximately 0.39 billion USD), surpassing its North American earnings [3]. Stock Market Impact - The success of "Zootopia 2" has led to a significant rise in related stocks, with companies like China Film (600977) hitting their daily limit up [1]. - On November 28, the film's impact caused a rally in the film sector, with several stocks, including China Film and Happiness Blue Sea, experiencing substantial gains [1]. Future Projections - Analysts predict that "Zootopia 2" could reach a total box office of 4.25 billion yuan (approximately 0.61 billion USD) in China, with some estimates as high as 3.84 billion yuan (approximately 0.55 billion USD) [4]. - The overall film market in China is expected to exceed 50 billion yuan (approximately 7.1 billion USD) this year, with "Zootopia 2" contributing significantly to this total [6].

Investment Rating - The industry investment rating is "Positive" [1] Core Insights - "Zootopia 2" has exceeded box office expectations, with a total box office forecast of 42.5 billion, driven by strong performance during a weak release period [2] - The film's high screen share of 76.8% and a weekend box office of 7.3 billion indicate strong audience interest, surpassing the first installment of "Zootopia" [2] - The overall film market in 2025 shows a recovery trend, with significant contributions from key holiday periods, particularly the Spring Festival and summer seasons [4][11] Summary by Sections - **Box Office Performance**: As of December 1, 2025, "Zootopia 2" has grossed over 19.4 billion in its first five days, with projections indicating a total of 42.5 billion. The film's performance is compared favorably to previous hits like "Nezha" [2] - **Market Trends**: The film industry has seen a 16.20% year-on-year increase in total box office revenue from January to October 2025, with the Spring Festival box office reaching a record high of 95.14 billion, up 18.69% [4] - **Future Outlook**: The 2026 film market is expected to continue its recovery, with box office predictions ranging from 481 to 580 billion, driven by a strong lineup of films for the New Year and Spring Festival [11][12]

Core Insights - Cat's Eye Entertainment held a press conference in Xiamen, announcing the upcoming release of 33 films and two strategic initiatives: the establishment of a new animation film brand "Menggu Culture" and the positioning of IP derivative business as a "second growth curve" beyond films [1][10] Film Slate Highlights - The announced film slate includes various genres such as comedy, suspense, animation, and crime, with notable projects like "Panda Plan 2" featuring international star Jackie Chan and the film "Aviator," directed by Peng Fei, set to release on January 17, 2026 [1][3] - "Aviator" is based on a novel and aims to evoke a sense of nostalgia and humor reflective of Northeast China [3] - The animated film "Datang Yaotian," directed by Cheng Teng, is inspired by the well-known character Di Renjie and aims to create a visually striking "mechanical city" [5] - The crime suspense film "Nishan," set to release on December 31, is described as a comprehensive upgrade from its predecessor "Moksha" [7] Strategic Upgrades - The company announced the establishment of a wholly-owned animation subsidiary "Menggu Culture," which will cover the entire chain of animation film investment, development, production, marketing, and IP commercialization [8][10] - Cat's Eye has participated in 15 animation films over the past two years, generating over 3.3 billion yuan in box office revenue [8] - The global IP industry market is projected to reach $369.6 billion in 2024, with China's market at $14.4 billion, indicating significant growth potential in the IP derivative market [8]

Group 1 - The upcoming film releases for the year-end include major titles such as "Avatar: The Way of Water" and "Zootopia 2," which are expected to generate significant box office revenue [1][2] - "Zootopia 2" has already garnered over 185,000 "want to see" votes on Douban, indicating strong audience interest and anticipation [1] - "Avatar: The Way of Water" is noted for its technological advancements, including a new naked-eye 3D technology that enhances the viewing experience without the need for glasses [2] Group 2 - Industry predictions suggest that the total box office for 2025 could reach 50 billion yuan, driven by the effects of the year-end film releases [3] - Historical performance of films like "Ne Zha" has shown that successful releases can lead to significant stock price increases for production companies, as seen with Light Media [4] - Related concept stocks include Bona Film Group, which has secured global box office revenue sharing rights for "Avatar 3," and Light Media, which is involved in the production and distribution of several upcoming films [7]

Core Insights - Cat Eye Entertainment held a press conference titled "Universal Attraction: New Dimension" in Xiamen, announcing a lineup of 33 upcoming films and the establishment of a new animation label, marking a strategic expansion into IP derivative businesses [1][9] Film Lineup Highlights - The event showcased several key films, including the family comedy "Panda Project 2," featuring Jackie Chan, which aims to provide a joyful and healing experience for audiences [3] - "The Aviator," directed by Peng Fei and based on a novel by Shuang Xuetao, is set to release on January 17, 2026, and focuses on the adaptation of Northeast literature [3] - "The Great Tang Demon Detective," directed by Cheng Teng, is a comedy detective animation set in a fantastical version of Tang Dynasty Chang'an [3][5] - The suspense film "The Hidden Kill," featuring a team of notable actors, is designed to deliver a thrilling experience for the New Year [7] New Animation Label and IP Business - Cat Eye Entertainment announced the establishment of "Menggu Culture," an independent animation label that will cover the entire animation film industry chain, including investment, production, marketing, and IP commercialization [9] - The company is also launching an IP derivative business, leveraging its IP recognition and management capabilities to expand into broader IP industry sectors, aiming to create a "second curve" of business beyond films [9]

Core Insights - The recent National Day film market saw new releases underperform against older films, leading to disappointment among industry stakeholders [1][5] - Despite setbacks, the film "Good Things" emerged as a surprise hit in 2024, grossing over 700 million with a high rating of 9.0 on Douban [2] - The overall film market in 2023 rebounded strongly, achieving a total box office of 40 billion, driven by high-quality films [5][6] Industry Analysis - The failure of "Proof of Evidence" during the National Day period raised questions about the correlation between high ratings and box office success, as it had top ratings on multiple platforms but performed poorly [5][16] - The film market is experiencing a shift where high ratings do not guarantee high box office returns, indicating a change in audience preferences [12][24] - The entertainment landscape is becoming increasingly competitive, with alternative activities like concerts and travel drawing audiences away from cinemas during peak periods [26][27] Future Outlook - Upcoming films such as "Zootopia 2" and "Avatar 3" are expected to perform well in the holiday season, potentially boosting the overall box office to meet the annual target of 50 billion [6][33] - The industry is encouraged to adapt marketing strategies and engage audiences more effectively to maximize box office potential [30][31] - The sentiment in the industry may improve with the arrival of the holiday season, as major releases are anticipated to attract viewers back to theaters [32][35]

Group 1 - The total box office for the first seven days of the 2025 National Day holiday is 1.73 billion yuan, a decrease of 17.8% compared to the same period last year, and the total box office for the entire holiday period is expected to be below 2.8 billion yuan under neutral conditions [1][2] - The film "The Volunteers: Blood and Peace" has a cumulative box office of over 400 million yuan, ranking first, while no single film has exceeded 500 million yuan this year, indicating a lack of blockbuster films [1][2] - The average ticket price is 36.7 yuan, down 9.1% year-on-year, and the number of moviegoers is 47.12 million, down 9.6% compared to last year [1] Group 2 - The box office performance of films during the holiday period is relatively balanced, with "The Volunteers: Blood and Peace" accounting for 24.8% of the total box office, followed by "731" and "Assassination Novelist 2" with 19.2% and 16.2% respectively [2] - The market share of the top ten film investment companies is 33.1%, showing a slight year-on-year decline, indicating a relatively stable competitive landscape in cinemas [2] Group 3 - The supply of quality content is crucial for boosting audience demand, with upcoming domestic films such as "Impromptu Murder" and "The Unnamed: Meaningful" and imported films like "Avatar: The Way of Water" expected to be released [3] - Continuous monitoring of the box office performance of upcoming films, especially key imported films at the end of the year, is recommended [3] Group 4 - Companies to watch include offline entertainment platform Damai Entertainment (01060), Maoyan Entertainment (01896), and content IP company Shanghai Film (601595.SH) [4]