以下文章来源于洒家君泽 ，作者洒家君泽 本文来自微信公众号： 洒家君泽 ，作者：洒家君泽，题图来自：视觉中国 这个夏天，中国电影拿出了最大的诚意，也只是确保了基本盘没流失 电影从业者和媒体都在等着暑期档的表现。 中国电影两个大档期，暑期档和春节档，而且暑期档更长，也不像春节档受到人口大迁徙的影响，观 众更多元，也更能看出电影市场原本的喜好。 今年的关注还多了一个理由：《哪吒 2》的爆火。 《哪吒 2》票房 150 亿，近乎神迹，关于这样的成绩，也有两种不同的观点，一种认为它拓宽了中 国电影市场的上限，而另一种认为它透支了今年的电影市场潜力。 洒家君泽 . 关于改变你我生活的商业与科技 至少在春节档和暑期档的空隙里，后者的论述是对的，确实中国电影市场已经奄奄一息。 好在，暑期档虽然开头跌跌撞撞，但最终依然有惊无险，不但有了将近 120 亿的票房，超过去年同 期，也成了近年来电影质量最高的暑期档。票房前五名的影片分别为《南京照相馆》《浪浪山小妖 怪》《捕风追影》《长安的荔枝》《侏罗纪世界：重生》，前三部的豆瓣评分都超过 8 分。 数据上看，的确是个值得庆贺的夏天，而大家的复盘，往往离不开一个熟悉的、似乎永远正确的 ...

Core Viewpoint - The article discusses the emergence of a new genre termed "cow and horse movies," which resonate with the struggles of ordinary workers, reflecting their realities and emotions through various narratives and settings [6][10][37]. Group 1: Overview of "Cow and Horse Movies" - This summer, the dominant theme in cinemas has shifted to "cow and horse movies," which are characterized as realistic and satirical films that resonate with the experiences of ordinary workers [8][11]. - Notable films in this genre include "The Lychee of Chang'an," "The Little Monster of Langlang Mountain," and "The Stage," all of which focus on the lives and struggles of working-class individuals [6][12][49]. - The initial box office predictions for "The Lychee of Chang'an" were optimistic at 20 billion, but industry expectations have since been adjusted to 7-8 billion, indicating a struggle to meet financial expectations [12][40]. Group 2: Audience Reception and Emotional Impact - Audience reactions to these films are complex, with many expressing that the narratives reflect their own lives, leading to a mix of laughter and tears during viewings [9][21]. - The films have been well-received, with ratings on Douban showing "The Lychee of Chang'an" at 7.6, "The Little Monster of Langlang Mountain" at 8.6, and "The Stage" at 8.0, all exceeding the average ratings for domestic films [50][49]. - Viewers report that the films provide a cathartic experience, allowing them to release pent-up emotions related to their work lives [22][64]. Group 3: Industry Trends and Future Prospects - The trend of creating films that highlight the struggles of workers is gaining traction, with increasing investment in this genre and a growing number of productions focusing on the working-class narrative [26][39]. - The success of these films hinges on their ability to accurately capture and resonate with the emotions of the audience, as well as the quality of the final product [17][37]. - The article notes that while there is potential for success in this genre, there are also risks if the films fail to connect with the audience or if they become overly focused on depicting suffering without offering resolution [68][79].

Group 1 - The core point of the article is that China Ruyi has acquired a 30% stake in Kuaiqian Financial Services for 240 million yuan, becoming the largest shareholder, which will help diversify its business into third-party payment and fintech sectors [1] - The acquisition is expected to leverage the target company's industry resources, technological capabilities, and policy advantages, providing long-term strategic synergies and potential growth opportunities for China Ruyi [1] - China Ruyi's main business segments include film and television content production, an online streaming platform called Pumpkin Movies, and a mobile gaming company named Jingxiu Games [2][4] Group 2 - In 2024, China Ruyi achieved a revenue of 3.671 billion yuan, a year-on-year increase of 1.21%, with adjusted net profit rising by 120% to 1.251 billion yuan [4] - The company has conducted two rounds of financing in 2025, raising a total of approximately 6.265 billion yuan for business growth and expansion, including content production and game development [4] - China Ruyi also announced plans to acquire a 30% stake in Beijing Yonghang Technology for 825 million yuan, which is known for its QQ Dance game series [4]

Core Viewpoint - The release of "Nezha 2" is seen as a significant event in the Chinese film industry, potentially marking a shift towards animation films while highlighting the ongoing challenges faced by cinemas and the film market as a whole [2][3][4]. Group 1: Industry Trends - "Nezha 2" is expected to reach a box office of around 150 billion, which is considered a miracle in Chinese film history [2]. - The film industry is experiencing a "post-Nezha era," prompting discussions on whether the animation sector can escape its "dark age" and how the film industry will evolve [3]. - The cinema market is facing a potential decline, with predictions that the annual production of films may drop from 400 to 50 due to market saturation and changing audience behaviors [24][25]. Group 2: Cinema Closures - In a recent wave, at least 15 cinemas have announced closures, primarily due to expired rental contracts and operational adjustments [7][21]. - The closures reflect a broader trend of financial instability within the cinema sector, exacerbated by a lack of new film releases following "Nezha 2" [6][21]. - Many cinema operators express concerns about the future, with some considering alternative business models to sustain operations [21]. Group 3: Audience Behavior - The box office success of "Nezha 2" has not significantly changed audience viewing habits, with many viewers still attending cinemas infrequently [25][30]. - The film's success has led to a concentration of box office revenue during peak periods, raising concerns about the sustainability of smaller films [25][31]. - The industry is grappling with the challenge of attracting audiences who may only visit cinemas once or twice a year, impacting overall cinema viability [30][31]. Group 4: Animation vs. Live Action - There is a growing sentiment that animation films may be less susceptible to public backlash compared to live-action films, which often face scrutiny over cast controversies [23][24]. - The industry is witnessing a shift in investment towards animation projects, as companies seek to mitigate risks associated with live-action productions [4][24]. - The success of "Nezha 2" may lead to an increase in adaptations of traditional stories into animated formats, reflecting a potential new direction for the industry [31].