以下文章来源于网易数读 ，作者网易数读 网易数读 . 网易旗下栏目，用数据说话。 上座率就像过山车。 作者 | 萝卜切片 来源 I 网易数读 （ID：datablog163） 如今，花几十块钱走进电影院，得到的不光是电影，还会附赠一场人类迷惑行为大赏。 灯光才灭，沉浸式观影感还没来，零食袋的窸窣声、邻座对剧情的议论声、突兀的手机 亮光就先让人出了戏。 真 正 上 演 的 电 影 ， 也 常 让 人 怀 疑 在 开 玩 笑 ： 现 实 题 材 片 ， 让 人 怀 疑 编 剧 没 吃 过 五 谷 杂 粮；喜剧片的笑点，全透支在预告片里了；更别提爱情片，尴尬到让人抠出三室一厅。 即便是被誉为十年来口碑最佳的 2 0 25 年暑期档，也没能完全拉回被糟糕体验劝退的观 众，多部大片票房不及预期，预测数据一再下调。 电影院在扩张，可观众在锐减 2 0 25 年，杀疯了的红黄蓝外卖大战，漫天撒券，疯狂补贴，把羊毛送上门给人薅。有人 说 00 后终于赶上一波时代红利。但其实，砸钱换市场这套打法，电影行业早在十年前 就玩过。 把时间倒退回 2014 年，猫眼、淘票票入局，用票补把电影票价打到个位数。最夸张的 时候，《变形金刚 ...

Group 1 - The cinema industry is expanding, but audience attendance is sharply declining, with a significant drop in box office revenue compared to pre-pandemic levels [5][9][10] - In 2024, the total box office revenue was only 425 billion yuan, a decrease of one-third from 2019, despite having 1.3 million cinemas and 81,000 screens [9][10] - The annual attendance rate for cinemas fell to a historical low of 5.7% in 2024, indicating that a typical screening may have only five to six viewers in a hundred-seat theater [12] Group 2 - The film industry has relied heavily on major holiday periods and blockbuster films for revenue, with holiday box office accounting for over 70% of total revenue since 2022 [20][21] - The Spring Festival box office has become the dominant force, with the 2018 Spring Festival achieving a record of 5.771 billion yuan in just seven days [22] - However, the success of blockbuster films is not guaranteed, as evidenced by recent films that failed to perform despite strong marketing and star power [37] Group 3 - The average ticket price in first-tier cities reached 49.6 yuan by August 2025, a 16% increase since 2014, while prices in lower-tier cities have also risen significantly [47] - The average age of moviegoers has increased from 27.7 years in 2021 to 32.5 years in 2025, indicating a shift in the demographic of cinema audiences [50] - For many young people, going to the cinema is no longer a social necessity or a standard date option, but rather one of many entertainment choices [51]

Core Viewpoint - The article highlights the life and contributions of Xian Xinghai, emphasizing his role as a musician who used music as a weapon for national resistance during the Anti-Japanese War, particularly through his iconic work "Yellow River Cantata" [1][3][5]. Group 1: Background and Early Life - Xian Xinghai was born on June 13, 1905, in a poor family in Macau and studied music at various institutions including Lingnan University and the National Music Academy in Shanghai [3]. - He developed a deep sympathy for the working class and questioned the purpose of music, advocating for music that serves the common people rather than the elite [3]. Group 2: Involvement in Anti-Japanese War - After returning to China in 1935, Xian joined the Shanghai Drama Association's anti-Japanese efforts and participated in a series of performances to promote national resistance [5]. - Following the outbreak of the full-scale war, he organized mass singing movements and created numerous anti-Japanese songs, with "To the Enemy's Rear" being one of the most popular [5][7]. Group 3: Creation of "Yellow River Cantata" - Inspired by the poem "Yellow River Ode," Xian composed "Yellow River Cantata" over six days and nights during the Wuhan Campaign, which became a powerful anthem for the Chinese people's resistance [7][9]. - The cantata premiered in April 1939 and was met with strong acclaim, symbolizing the collective spirit of the Chinese people during the war [9]. Group 4: Later Life and Legacy - In 1940, Xian participated in the production of a documentary in Moscow and later integrated Kazakh musical elements into his works while in Kazakhstan [11]. - He passed away in Moscow in 1945, and his contributions were honored in both China and Kazakhstan, with a street named after him in Almaty, symbolizing the enduring friendship between the two nations [13].

Core Viewpoint - The article highlights the significance of 92-year-old You Benchang's decision to join the Communist Party of China, emphasizing the enduring commitment of artists to their beliefs and the cultural mission of serving the people [2][15][18]. Group 1: You Benchang's Journey - You Benchang expressed his desire to join the Communist Party after receiving encouragement from President Xi Jinping, which deepened his commitment to the Party and its cultural goals [3][15]. - His artistic career spans over 70 years, during which he has consistently demonstrated dedication to his craft and the values of the Party, culminating in his recent admission as a probationary member [4][17]. Group 2: Cultural and Artistic Responsibility - The article underscores the role of artists in conveying the spirit of the times and the importance of creating works that resonate with the people, as articulated by Xi Jinping [6][10]. - It emphasizes that true artistry is rooted in a commitment to the people, with examples of other artists who have similarly dedicated their lives to their craft and the Party [7][12]. Group 3: Legacy and Inspiration - The legacy of older artists like You Benchang serves as an inspiration for younger generations, illustrating that faith and dedication to art can transcend age [8][13]. - The article calls for a continuation of this legacy, encouraging new artists to embrace the values of faith, dedication, and service to the people in their work [18][21].

Core Viewpoint - The article discusses the evolution of film criticism in the internet age, highlighting how simplistic and emotionally charged language has become prevalent, overshadowing nuanced discussions about films [7][20][72]. Group 1: Language and Film Criticism - The rise of abstract terms like "嗲子文学" and "虐女" reflects a trend where emotional and sharp critiques gain more attention than thoughtful analysis [2][3][8]. - These labels create a narrow framework for evaluating films, reducing complex narratives to simplistic judgments [18][80]. - The phenomenon of "大词影评" (big word criticism) leads to a culture where identity and group alignment dictate film evaluations rather than the quality of the work itself [21][85]. Group 2: Impact on Audience Perception - The use of broad terms can obscure the actual content and themes of films, as seen in the criticism of "长安的荔枝" where the focus on male actors detracts from the portrayal of female characters [10][14][17]. - Emotional reactions to films often stem from group identity, leading to polarized views that can dismiss the film's artistic value [27][84]. - The article emphasizes that the reliance on these terms diminishes the audience's ability to engage with films on a deeper level, reducing personal interpretation [85][87]. Group 3: Broader Implications - The trend of using sharp language in film criticism mirrors a larger societal issue where complex discussions are often simplified into catchy phrases, impacting how people communicate and understand various topics [60][66]. - The article argues that this reductionist approach not only harms film criticism but also reflects a broader decline in thoughtful discourse in society [62][71]. - Ultimately, the article calls for a return to more nuanced and personal expressions in film criticism, allowing for a richer engagement with cinema [82][86].

Summary of the Conference Call for Light Media Company Overview - **Company**: Light Media - **Industry**: Film and Entertainment Key Points and Arguments Business Growth and Performance - In Q1 2025, Light Media experienced a growth rate exceeding 20%, driven significantly by "Nezha 2" and its derivatives, with annual derivative sales expected to reach 200-300 billion yuan, becoming a key growth driver [2][5][6] - The company is transitioning from a film content provider to an IP creator and operator, with an estimated gross profit contribution from derivative licensing of around 30 billion yuan, of which Light Media's share is approximately 20 billion yuan, leading to an overall expected performance of around 40 billion yuan for the year [2][6][7] Revenue Streams and Profitability - Total expected box office revenue from animated and live-action films is projected to be between 20-30 billion yuan, with corresponding profit margins of 10-20 billion yuan, plus an additional 5-10 billion yuan from IP derivative licensing, indicating significant growth potential [2][7] - The company aims to diversify its IP monetization channels, including games, theme parks, and cultural products, to reduce reliance on single box office revenue and enhance profitability [2][3][4] IP Development and Market Potential - Light Media is building a mythological universe with projects like "Nezha 2," "Aobing" standalone film, and "Nezha Village," while collaborating with companies like Bandai Namco and Pop Mart for collectible toys and cards [2][10] - The potential for derivative products is substantial, with "Nezha 2" expected to generate over 1 billion USD in overseas box office, marking the highest figure in 20 years [3][5] Strategic Initiatives - To address the cyclical nature of the film industry, Light Media is enhancing operational sustainability through multi-faceted IP management and investing in over 20 leading companies to improve production standards [4][12] - The company is embracing AI technology to boost production efficiency and plans to launch AAA games and develop collectible card games within three years [4][14] Future Projects and Plans - Upcoming projects for 2025 include "Little Raccoon Nest," "Transparent Couple," and "Air Island," with a strong pipeline for 2026 and beyond, including adaptations of popular works [11][12] - The company is also planning to establish a new animation brand and expand its production capacity to stabilize box office performance [12] Financial Outlook and Valuation - Historical profit fluctuations in film content have been noted, with expected profits from animated films and derivatives potentially reaching 20 billion yuan or more [7][9] - If the company achieves profits exceeding 20 billion yuan next year, a valuation of 30 times could place its market cap between 600-750 billion yuan, with optimistic scenarios suggesting it could approach 1 trillion yuan [7][15] Conclusion - Light Media's future development appears promising, with a rich project pipeline and strategic initiatives aimed at enhancing IP value and operational efficiency. Continuous monitoring of the company's performance and market strategies is recommended [15]

Core Points - The article highlights the enduring friendship between Chinese musician Xian Xinghai and Kazakh musician Baikadamov, emphasizing their bond that transcends borders and time [1][3][9] - It commemorates the 120th anniversary of Xian Xinghai's birth and reflects on the cultural exchange and cooperation between China and Kazakhstan [1][5][8] Group 1: Historical Context - Xian Xinghai and Baikadamov met in Almaty during World War II, where Baikadamov offered Xian shelter and support during difficult times [2][3] - The two musicians collaborated on various works, with Xian creating significant pieces like "The Epic of Amanzhol" and "Yellow River Cantata," which resonated with the local populace [4][6] Group 2: Cultural Significance - The friendship is portrayed as a symbol of Sino-Kazakh relations and a model of people-to-people diplomacy, with Baikadamov's family continuing to honor Xian's wishes [3][9] - The article discusses the impact of Xian's music on both nations, highlighting how his works reflect the struggles and aspirations of the people [6][9] Group 3: Legacy and Future - Baikadamov's daughter, Baderkan Baikadamova, is committed to preserving this legacy, planning to donate valuable items related to Xian and promote cultural exchanges [9][10] - The article concludes with a call for future generations to understand and continue this friendship, emphasizing the importance of cultural memory [9][10]

游戏、出版、广告、影视，各显神通。 作者 | 贝壳XY 编辑 | 小白 春节将至，风云君先给大家拜个早年，祝大家蛇年大吉，我们新春看消费系列也迎来收官之作——传 媒。 截至2024年末，申万传媒指数较年初上涨2.78%，区间最大涨幅64.25%。乍一看似乎不错，但在去年 强力政策催化和宏观经济调整下，这样的涨幅显然是不够看的，不仅跑输沪深300、上证指数，而且 在31个行业大类中也位列中下游。 9月下旬起，在政策助力下，传媒板块跟随大盘大涨。11月，又受到海外AI应用陆续爆发的影响，国 内AI营销、AI玩具等赛道一时成为市场焦点，带动传媒板块进一步上涨。年尾又随着热度消退而跌 回起点，仅比年初高出2.78%。 聚焦传媒板块前十大公司，包括分众传媒（002027.SZ）、芒果超媒（300413.SZ）、昆仑万维（3004 18.SZ）、三七互娱（002555.SZ）、凤凰传媒（601928.SH）、恺英网络（002517.SZ）、光线传媒 （300251.SZ）、中南传媒（601098.SH）、万达电影（002739.SZ）、东方明珠（600637.SH），表现 多数优于板块整体。 注：剔除被实施风险警示股票S ...