以下文章来源于网易科技 ，作者有态度的 网易科技 . 网易科技频道，有态度的科技门户。 手机屏幕里的"爽感" 文 ｜ 栎行 编辑 ｜ 定西 来源｜ 网易科技（ID：tech_163） 封面来源 ｜ Unsplash 回想一下这个春节，你家的客厅是不是这幅景象：电视机充当"背景音"，爸妈各自捧着手机，津津有味地连刷几十集土味短剧。 而往年那个为了抢一张好座位不惜加价、生怕错过热搜话题的你，今年却连打开电影购票软件凑热闹的冲动都没了。 这并不是你一个人的错觉。数据给出了最冰冷的证明：2026年这个"史上最长春节档"，往年近百亿的票房神话腰斩，大盘整体跌幅逼近四成，连带着节后 的影视股开盘就绿得发慌。 那些不买票的观众去哪了？ 答案恐怕是藏在每天高达120分钟的短剧日均观看时长里。 当百万成本的短剧开始撕下"草台班子"的标签，反向杀入卫视黄金档，当头部平台日活过亿、AI漫剧制作成本低穿地心，我们其实正在见证一场注意力的 大迁徙。 正在悄然改变国人的娱乐习俗。 电影不再是过年的集体仪式，手机屏幕里的"爽感"正在悄然改变国人的娱乐习俗。 电影院里的"倒春寒" 截至2月24日上午9时，2026年春节档的成绩单定格在：票房 ...

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The 2026 Spring Festival box office reached 5.752 billion, with a record number of screenings at 4.351 million and an attendance rate of 22.2% [3][4] - The average ticket price during the 2026 Spring Festival was 47.8 yuan, the lowest in six years [3] - Female audience representation dropped to 59.1%, the lowest in five years, while the proportion of viewers aged 35 and above increased to 46.1% [15][16] Box Office Performance - The box office for the first day of the Spring Festival was 1.28 billion, with a significant drop of 34% on the second day compared to previous years [9][8] - The top three films were "Flying Life 3" with 2.93 billion, "Silent Awakening" with 870 million, and "Biao Ren: Wind Rises in the Desert" with 810 million [30][31] - The contribution of "Flying Life 3" to the total box office was over 51% [32] Audience Demographics - The proportion of ticket buyers aged 35 and above increased, indicating a more mature audience [15] - The average number of viewings per person was 1.20, with 85.3% of viewers attending only once [20][23] - The average ticket purchase per transaction was 2.05, with group viewings (couples and groups) exceeding 70% [24] Regional Insights - Tier 3 and Tier 4 cities contributed nearly 53% of the box office, indicating a trend towards deeper market penetration [13] - The top cities by box office included Shanghai, Beijing, and Guangzhou, with significant growth in cities like Foshan and Shenyang [76] Film Competition Landscape - The competition among films was characterized by a clear hierarchy, with "Flying Life 3" leading significantly [28] - The marketing strategies employed included leveraging social media platforms like Weibo to enhance audience engagement and discussion [64][70] Marketing and Social Media Impact - The report highlights the importance of social media in driving audience interest and engagement, with significant discussions around the films on platforms like Weibo [68][72] - The marketing strategies included collaborations with local tourism to enhance the film's visibility and audience reach [71]

Core Insights - The total number of moviegoers in the Tibet Autonomous Region during the 2026 Spring Festival and Tibetan New Year period was 106,600, with 10,200 screenings and a box office revenue of 5.2364 million yuan [1] Box Office Performance - Lhasa city led the region with a box office revenue of 4.1213 million yuan, significantly contributing to the overall growth of the Spring Festival box office [1] - Other cities' box office revenues included Linzhi at 378,400 yuan, Shigatse at 371,100 yuan, Shannan at 235,500 yuan, Chamdo at 85,500 yuan, Ali at 23,400 yuan, and Nagqu at 21,100 yuan [1] Film Popularity - The most popular film was "Fast and Furious 3," which generated a box office of 2.474 million yuan [1] - "Biao Ren: Wind Rises in the Desert" attracted audiences with its blend of martial arts and traditional Chinese culture, earning 846,500 yuan [1] - "Boonie Bears: Year of the Bear" secured the third position with a box office of 727,200 yuan [1]

"这是一部为过年而生的电影。"谈及正在上映中的春节档动画电影《熊出没·年年有熊》，影片总制片 人尚琳琳说。截至昨天15时，该片已收获8.65亿元票房，在2026年春节档电影中排名第四。随着影片票 房持续上升，"熊出没"系列动画电影累计票房已超93亿元。多个平台预测，该片最终票房有望超过10亿 元，并带动《熊出没》系列电影票房逼近百亿元。 今年，距离"熊出没"系列第一部院线电影《熊出没之夺宝熊兵》刚好过去12年，12年银幕相伴，这一系 列已成为很多家庭一年一度的春节光影之约。 首次尝试中式奇幻 作为"熊出没"系列首部中式奇幻作品，影片参考重庆洪崖洞、李子坝等场景，搭建了一座融合中国东方 古典美学和现代科技的"年关城"，这里的居民可以觉醒"属性之力"，它不仅可以用来战斗，也能用于日 常生活。 500多个角色出现在《熊出没·年年有熊》里，创下系列新高。为了在有限的时间内完成如此庞大的角色 设计，制作团队启用了自主研发的角色生成系统，可快速生成角色的建模和绑定。 本报记者 袁云儿 由于制作体量过大，除了内部团队加班加点，国内一些顶尖动画团队也参与进来，共同托举。"这是中 国动画界的传统。因为整个行业并不大，一部大体量 ...

Investment Rating - The investment rating for the film industry has been downgraded to "Neutral" due to a lack of quality headliner films and high operational leverage among cinema companies [4][60]. Core Insights - The 2026 Spring Festival box office reached 5.166 billion (excluding service fees), a year-on-year decline of 39.6%, primarily due to insufficient content supply [1][12]. - The average ticket price for the 2026 Spring Festival was 42.9 yuan, down 5.9% year-on-year, with total audience attendance dropping by 35.8% to 120 million [1][12]. - The top film, "Fast Life 3," contributed 50.8% of the total box office, indicating a significant headliner effect, while the overall supply of films was deemed insufficient [1][24]. Content Supply - The 2026 Spring Festival featured six films, with "Fast Life 3" leading in box office contribution, followed by "Silent Awakening" and "Biao Ren: Wind Rises in the Desert" [1][24]. - The concentration of box office revenue among top films was high, with the top two films accounting for 65.9% of the total box office, highlighting the importance of quality content in attracting audiences [1][25]. Channel Dynamics - Wanda's cinema chain maintained the highest market share, increasing from 13.0% in 2019 to 15.1% in 2026, while smaller cinema chains continued to exit the market, improving competitive structure [2][31]. - The concentration of investment companies in the film industry rose from 18.1% in 2019 to 30.3% in 2026, indicating a trend towards consolidation [2][33]. Future Outlook - Short-term supply is under pressure due to a lack of headliner films, while long-term prospects are bolstered by advancements in AI video technology, which is expected to enhance production quality and meet growing entertainment demand [3][56]. - The AI video model is anticipated to significantly reduce production costs and time, potentially improving the supply of both short and long-form content [3][60]. Investment Recommendations - Focus on IP and platform segments that leverage AI technology for visual transformation of content, as well as companies with strong content production capabilities that can create hit productions [4][60]. - The AI short drama market is seen as a growth opportunity, with recommendations to monitor companies that can efficiently produce high-quality content [4][60].

2026年春节档开始后，"山河四省"票房表现突出。据灯塔专业版数据，山东、河北、山西春节档票房分别排名全国第三、第八、第十六位，较去年春节档 均上升1位；河南省位列第5名，与去年春节档票房排名持平。 据猫眼专业版数据，2026年春节档总票房超57亿元，票房排在前五名的省份分别为广东省、江苏省、山东省、浙江省、河南省。其中，山东省累计收获票 房4.12亿，河南省累计收获票房3.43亿，两个省份累计票房占档期全国总票房的13%左右。观影人次方面，山东和河南的观影人次分别达到860万和717 万，分别位居第三和第五。 灯塔专业版显示，影片方面，《熊出没·年年有熊》"山河四省"票房表现亮眼，该片在河北、山东、河南、山西的春节档票房占比分别为17.8%、17.6%、 16.4%、16.0%，均远高于全国均值（12.4%）。此外，河北、河南、山东、山西《飞驰人生3》票房占比分别高达54.9%、53.1%、53.0%、51.5%，也都高 于全国均值（50.8%）。 "山河四省"即山东、山西、河南、河北四省。 近年来，"山河四省"在春节档乃至全年票房榜中都占据着重要的地位。在2026年春节档开启之前，机构便预测"'山河四省' ...

Core Insights - The total box office for the 2026 Spring Festival reached 5.752 billion yuan, with total audience attendance at 120 million [1] - The average film duration decreased this year, leading to a significant increase in total screening sessions, which reached over 4.35 million, a historical high for the Spring Festival [3] - The average ticket price dropped to the lowest level in nearly six years, with a notable decline of over 6% in third and fourth-tier cities, making cinema more accessible [3] Box Office Performance - "Flying Life 3" topped the box office with over 2.9 billion yuan, followed by "Silent Awakening" at 867 million yuan, and "Biao Ren: Wind Rises in the Desert" and "Boonie Bears: Year of the Bear" at 806 million and 713 million yuan respectively [4] - "Flying Life 3" achieved a record of 6.41 billion yuan on its opening day, with a pre-release interest of 978,000, marking a new high for the series [4] Audience Trends - The Spring Festival box office saw a significant contribution from third and fourth-tier cities, accounting for nearly 60% of the total box office, the highest in six years [3] - The audience demographic shifted towards older males, influenced by the success of mature IPs and quality films [4] Emerging Films - "Biao Ren: Wind Rises in the Desert" emerged as a dark horse, achieving a box office reversal, moving from fourth to second place within four days [5] - The film received high praise from female audiences, particularly for the character played by Chen Lijun, indicating a successful expansion of its audience base [5] Market Outlook - The overall performance of the 2026 Spring Festival is mixed, with strong IPs and quality films coexisting with challenges in the market [5] - The industry is urged to reassess the ecosystem of the Spring Festival, the resilience of different films, and the need for diverse content supply to enhance market vitality [5]

"这是一部为过年而生的电影。"谈及正在上映中的春节档动画电影《熊出没·年年有熊》，影片总制片 人尚琳琳说。截至昨晚，该片已收获8.42亿元票房，在2026年春节档电影中排名第四。随着影片票房持 续上升，"熊出没"系列动画电影累计票房已超93亿元。多个平台预测，该片最终票房有望超过10亿元， 并带动"熊出没"系列电影票房逼近百亿元。 500多个角色出现在《熊出没·年年有熊》里，创下系列新高。为了在有限时间内完成如此庞大的角色设 计，制作团队启用了自主研发的角色生成系统，可快速生成角色的建模和绑定。 今年，距离"熊出没"系列第一部院线电影《熊出没之夺宝熊兵》刚好过去12年，12年银幕相伴，这一系 列已成为很多家庭一年一度的春节光影之约。 "熊出没"首次尝试中式奇幻 影片特效镜头达到2000多个。尚琳琳透露，为了完成制作，团队在最后阶段连续加班将近三个月。由于 制作体量过大，除了内部团队加班加点，国内一些顶尖动画团队也参与进来，共同托举。"这是中国动 画界的传统。一部大体量的作品，很大程度上都需要大家的鼎力支持。"尚琳琳说。 光头强能力觉醒长出茂密头发 光头强居然有头发了！《熊出没·年年有熊》预告片里，最令观众感到 ...

Group 1 - The total box office for the 2026 Spring Festival exceeded 5.7 billion yuan, with over 4.34 million screenings, and actor Shen Teng became the first "400 billion yuan" actor in China due to his film "Fast and Furious 3" [1] - The production and release of films during this year's Spring Festival were closely linked to Beijing, particularly Huairou, which has developed a comprehensive film industry service chain [1] - Huairou has evolved into a full industry chain for film production, housing over 1,800 cultural enterprises and producing nearly 5,000 film and television works since the establishment of the Feiteng Film City in 1995 [1] Group 2 - The "film+" trend reflects not only the expansion and quality improvement of the film industry but also the cultural confidence rooted in everyday life [2] - As a national cultural center, Beijing is positioned to inject momentum into the development of the Chinese film industry, with Huairou weaving a broader industrial ecosystem centered around film [2] - The film market is evolving beyond a reliance on box office revenue, moving towards a full industry chain, long-term, and multi-scenario development approach [2]

⚫ 春节档供给端持续加码，需求端表现疲软。2026年档期总场次达435.1 万场，创历史新高，供给端持续加码；但观影人次同比大幅回落至 1.2 亿，较 2025 年的 1.9 亿显著下滑，需求端疲软特征凸显；平均票价 降至 47.8 元，为近六年最低，票价让利未能有效提振观影需求；档期 整体上座率仅为 22.2%，远低于近年同期水平，新增场次未有效转化 为票房，市场出现"供过于求"的结构性失衡，整体表现不及预期。 ⚫ 档期马太效应加剧，《飞驰人生 3》断层式领跑。2026 年春节档打破 了自 2018 年以来延续的"多雄争霸"的市场结构，呈现出极致分化 态势，马太效应显著加剧，这一格局的核心背景在于当前电影行业正 处于阶段性片荒周期，新片储备不足，2026 年春节档上映影片整体竞 争力显著弱于往年，头部影片也有所匮乏。从梯队表现看，《飞驰人 生 3》以 29.3 亿元，超 50%的票房贡献度形成断层式领跑，成为档期 内第一梯队；第二梯队的中部影片表现明显偏弱，票房成绩不及往年 同期的中部阵营水准，《惊蛰无声》与《镖人：风起大漠》竞争胶着 但均未突破 10 亿票房，《熊出没·年年有熊》则回归系列平均水平。 从影 ...