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武侠这个梦,总得有人去做
Xin Lang Cai Jing· 2026-02-26 23:52
李连杰、吴京、谢霆锋、张晋、惠英红、于荣光……这些武侠片影迷耳熟能详的名字,集体出现在《镖人:风起大漠》演员表中,造就了"四代武侠人"聚首 的阵容。一听说吴京和袁和平要拍新武侠,这些前辈、老哥哥、老师傅们,全都不计身体条件、不计时间长短,说来就来。 谢霆锋对马过敏,上次拍骑马戏还是2011年的电影《新少林寺》,这次一听吴京说希望在他身上看到骑马时的"将军范儿",二话不说就驾着马杀了出去。惠 英红刚进组时说,"吴京,能不能不要让我吊威亚,我肋骨刚断。"吴京同意了。结果一到拍打戏,她马上就来了。"我看到他们身上那种武侠的血性都还 在,他们都义不容辞地在拼。"吴京说。 恢宏苍茫的大漠实景、"四代武侠人"同框的梦幻阵容、"量大管饱"的高燃打戏、乱世中普通人的侠义精神……春节档新片《镖人:风起大漠》让很多观众重 新找回儿时看武侠片的热血沸腾。凭借扎实的口碑,该片在春节档走出逆袭曲线,截至26日8时的总票房已突破9.39亿元,成为中国影史国产武侠片票房冠 军。作为影片监制兼主演,吴京终于拍出了一部想了很多年的电影。他说,武侠这个梦,总得有人去做。 筑梦 面对袁和平邀约曾犹豫 "沉舟侧畔千帆过,病树前头万木春。"1998年 ...
传媒周观察:模型密集迭代,入口之争火热;春节档电影头部单片亮眼,游戏K型景气度分化
GOLDEN SUN SECURITIES· 2026-02-26 10:24
Investment Rating - The report maintains an "Overweight" rating for the media industry, indicating a positive outlook for investment opportunities in this sector [5]. Core Insights - The media industry has shown significant performance, with the media index rising by 3.5% last week, outperforming the Shanghai Composite Index by 3.1% [11]. - The report highlights a K-shaped recovery in the gaming sector, with high-end and cost-effective games performing well, while mid-tier games lag behind [8]. - The competition for AI super applications intensified during the Spring Festival, with major players like ByteDance, Alibaba, and Tencent vying for market share [30]. Summary by Sections Weekly Market Review - The media index increased by 3.5%, achieving a trading volume of 715.2 billion yuan, marking the second-highest trading week in 26 years [11]. - Sub-sectors such as film and television, digital media, and publishing led the gains, with notable individual stock performances, including a 61% increase for Zhangyue Technology [14][11]. AI Spring Festival Special - The report discusses the concentrated iteration of AI models during the Spring Festival, with a focus on multi-modal generation and agent capabilities [26]. - Major internet companies are competing for the "AI super entrance," with significant updates from companies like ByteDance and Alibaba [30][35]. - The report notes that the demand for tokens is increasing, leading to accelerated commercialization of AI models [28]. Film Spring Festival Box Office - The overall box office for the Spring Festival reached 5.752 billion yuan, marking a decline compared to previous years, with a notable drop in audience numbers [8]. - The report identifies a strong performance from top films, with "Flying Life 3" leading the box office and "Biao Ren" breaking records for martial arts films [8]. Gaming Spring Festival Special - The gaming sector exhibited a K-shaped recovery, with high-value and luxury games outperforming others [8]. - Tencent maintained a strong position in the market, with several high DAU products dominating the sales charts [8]. - The report suggests that sports events may catalyze the performance of football games, indicating potential growth areas [8]. Internet Sector Insights - The report emphasizes the competitive landscape in AI narratives, with a focus on full-stack AI service providers [25]. - It also notes a potential easing of competition in instant retail, following regulatory discussions with major internet platforms [25].
周观察(260209-260220):模型密集迭代,入口之争火热,春节档电影头部单片亮眼,游戏K型景气度分化
GOLDEN SUN SECURITIES· 2026-02-26 09:07
Investment Rating - The report maintains a "Buy" rating for the media sector, indicating a strong performance compared to the market, with a 3.5% increase in the media index, outperforming the Shanghai Composite Index by 3.1% [5][11]. Core Insights - The media sector is experiencing significant growth, with a notable increase in trading volume, reaching 715.2 billion yuan, marking the second-highest trading week in 26 years [5][11]. - The report highlights a K-shaped recovery in the gaming industry, with high-end and cost-effective games performing well, while mid-tier games lag behind [8][11]. - The competition for AI super applications is intensifying among major internet companies, with ByteDance, Alibaba, and Tencent emerging as key players in the market [6][30]. Summary by Sections Weekly Market Review - The media index increased by 3.5%, outperforming the Shanghai Composite Index by 3.1%, with a trading volume of 715.2 billion yuan, the second-highest in 26 years [5][11]. - Sub-sectors such as film and television, digital media, and publishing led the gains, with notable individual stock performances, including a 61% increase for Zhangyue Technology [5][11]. AI Spring Festival Special - The report discusses the concentrated iteration of AI models during the Spring Festival, with a focus on multi-modal generation and agent capabilities [6][26]. - Major internet companies are competing for the "AI super entrance," with significant user engagement and promotional activities during the Spring Festival [30][31]. Film Spring Festival Box Office - The overall box office for the Spring Festival reached 5.752 billion yuan, marking a decline compared to previous years, with a significant drop in audience numbers [8][11]. - The report notes strong performances from top films, with "Flying Life 3" leading the box office and "Biao Ren" breaking records for martial arts films [8][11]. Gaming Spring Festival Special - The gaming sector shows a clear K-shaped recovery, with high-end and cost-effective games thriving, while mid-tier games struggle [8][11]. - Tencent continues to dominate the market with multiple high DAU products, while innovative gameplay and sports events are expected to boost performance in the gaming sector [8][11].
国海证券:春节档下沉市场表现强劲 2026年电影行业内容储备丰富
Zhi Tong Cai Jing· 2026-02-26 02:20
国海证券发布研报称,根据猫眼,2026年春节档(初一到初七,后同)票房56.9亿元,yoy-39.9%。Top3影 片为《飞驰人生3》《惊蛰无声》《镖人》,票房29.27/8.68/8.06亿元,票房占比50.8%/15.0%/14.0%。 2026年春节档工业化大片以及合家欢喜剧片较少,且2025年《哪吒2》导致基数较高。展望2026年,电 影行业内容储备丰富,维持电影行业"推荐"评级。 国海证券主要观点如下: 2026年春节档核心影片6部,与2025年持平;Top3影片为《飞驰人生3》《惊蛰无声》《镖人》,票房 29.27/8.68/8.06亿元,票房占比50.8%/15.0%/14.0%,排片占比31.6%/17.7%/15.2%,截至初七(2月23 日),猫眼预测票房43.59/12.43/13.00亿元。核心影片质量表现尚可,截至初七(2月23日),5部(除《熊猫 计划之部落奇遇记》外)已开分影片豆瓣均分7分,2023-2025年均分为6.9/7.4/6.5分。《飞驰人生3》豆瓣 评分7.4;《镖人》豆瓣评分7.5,票房占比/单日票房逆跌,口碑持续释放(猫眼预测9亿元提升至13亿 元)。2026年春 ...
近9年「最冷」春节档,好冤?
3 6 Ke· 2026-02-26 01:32
近9年"最冷春节档"出现了。 在史上最长春节假期里,发行方和影院们从头忙到晚,最终票房数字定格在57.52亿元。 数字看着还行,但横向一看,总票房基本与2018年左右持平,也是自2022年春节档票房"三连涨"之后的首次掉头向下。 最直观的感受是:亮点不多,现象级爆款更是没见着。 "冷"意直接体现在了编辑部办公室里。 往年开工第一天,春节档电影都是最热门的聊天话题,今年一聊起来,大家竟然都没怎么进电影院。 少数几个看了春节档的同事,对各自看的电影评价出奇地一致: "还可以。" 这就很有意思了。没烂片,大家口碑都"还可以",但市场就是没溅起水花。 怎么回事,这届观众怎么就突然变得这么"佛系"了呢? 今年的春节档,片片都及格? 春节档唯一的赢家,是《飞驰人生3》。 《飞驰人生3》的高潮部分,几辆汽车齐头并进,激烈角逐。 但在春节档的赛道,韩寒是独自飞驰了。 从2021年开始,基本上每年春节档都会诞生2部20亿电影,只有2022年除外。但是当年的春节档亚军《这个杀手不太冷静》也有14亿,今年亚军《惊蛰无 声》票房则只有8亿,不到《飞驰人生3》的零头。 《飞驰人生》独赢的局面,春节档开始之前很多人都没预料到,但看完春节 ...
视频丨突破90亿!2026中国电影票房暂列全球第一
Jing Ji Guan Cha Wang· 2026-02-25 12:59
经济观察网 据央视新闻客户端消息,据网络平台数据,2026年年度电影总票房(含预售)突破90亿,暂列全球单一市场票房第一! 场次创纪录、票价更惠民 春节档精彩收官 2026年春节档已正式收官,据国家电影局统计,2026年春节档票房为57.52亿元,平均票价同比降低6%,观影人次为1.2亿,观影总场次达435万场,刷新中 国影史春节档总场次纪录。 果视 新闻 2026年春节档电影票房 · 2026年春节档票房前三名· 《飞驰人生3》29.27亿元 《惊蛰无声》8.68亿元 《镖人》8.06亿元 今年春节档上映影片类型全,涵盖喜剧、动作、动画、科幻等多元题材,满足不同地域、全年龄层观众的差异化需求,为观众呈现丰富多彩的观影选择。 中国电影观众满意度调查・2026年春节档调查结果显示,春节档满意度稳中小幅提升至86.0分,近三年呈持续增长趋势。调查涵盖的六部影片中,《飞驰人 生3》《镖人:风起大漠》以超86分的满意度领衔,其余四部均超83分。观众对2026年春节档在故事创作、视听呈现和思想表达上的创新突破给予了较高的 认可。 虽然春节档收官,但"后春节档"效应仍将持续,《飞驰人生3》《镖人:风起大漠》《熊出没・年年 ...
风口财评丨年度总票房破83亿元,“电影+”何以爆发?
Sou Hu Cai Jing· 2026-02-25 09:44
当然,数据飘红之下仍需保持冷静审视。优惠退去、档期结束后,票根折扣能否维系观众持续消费热 情?影片取景地走红后,若缺乏成熟旅游配套与文化内核支撑,热度消散后能否形成产业沉淀?这些问 题提醒我们,将"流量"转化为"留量"、"票房红利"固化为"产业动能",仍需完善长效运营机制。 相信随着产业工业化水平持续提升、"电影+"融合场景不断丰富,以及下沉市场潜力进一步释放,中国 电影产业未来必将释放更大活力,成为推动内需增长、促进产业升级的重要力量。从这个意义上说,春 节档的这场"开门红",或许正是中国电影经济走向"满堂红"的序章。 (半岛全媒体评论员 耿伟杰) 更具深远意义的是,电影产业正打破银幕边界,一张电影票成为串联文旅、餐饮、零售等多业态的消费 纽带。如青岛的票根经济商家联盟从200余家扩容至700余家,电影票可作为"省钱通行证",覆盖全场景 消费优惠;上海、河南等地联动影院与文旅商空间,推动"观影+消费"深度融合,让电影"流量"高效转 化为消费"增量",带动关联产业协同发展。 "电影+"模式的纵深升级,进一步拓宽产业边界,实现文化与经济双向赋能。随着"2026电影经济促进 年"启动,各地依托影片IP打造特色文旅 ...
视频丨435万场,春节档观影场次创纪录,票价更惠民!
Core Insights - The 2026 Spring Festival box office reached 57.52 billion yuan with 120 million attendees, reflecting a 6% decrease in average ticket prices compared to the previous year, indicating a growing satisfaction among viewers [1][3][10] Group 1: Box Office Performance - The total box office for the Spring Festival period was 57.52 billion yuan, with 120 million moviegoers participating [1] - The average ticket price dropped to 47.8 yuan, a decrease of 3 yuan or 6% year-on-year, marking a six-year low [3] - The Spring Festival box office in 2026 is projected to contribute to China's film industry, with total box office exceeding 83.35 billion yuan, leading the global market [5] Group 2: Audience Engagement - The number of screenings reached a record high of 4.35 million, showcasing a diverse range of films catering to various demographics [2] - Three and four-tier cities contributed 54% of the box office, the highest in history, indicating a strong engagement from these markets [4] Group 3: Consumer Benefits and Promotions - The film industry generated a total output value of 907 billion yuan during the Spring Festival, driven by various promotional activities [6] - Multiple financial institutions and platforms issued movie consumption vouchers, leading to a ticket sales boost of over 17 billion yuan [7] - Collaborative promotions between cinemas and local businesses provided additional discounts and incentives for moviegoers, enhancing the overall consumer experience [8][9] Group 4: Cultural and Economic Impact - The film industry is seen as a vital contributor to cultural enrichment and economic growth, with policies aimed at benefiting the public and stimulating consumption [10]
57亿春节档票房出炉!影视股却集体跌停,到底谁在跑路?
Sou Hu Cai Jing· 2026-02-24 10:00
Group 1 - The total box office for this year's Spring Festival reached over 5.7 billion, with 4.35 million screenings, setting a historical record, and the film "Flying Life 3" contributed 2.9 billion, accounting for a significant portion of the total [1] - Major companies like China Film, Light Media, and Bona Film all released multiple films during the festival, collectively generating over 5 billion in box office revenue [1] - Despite the impressive box office performance, the film stocks experienced a significant drop on the first trading day after the festival, with companies like China Film, Light Media, and Bona Film hitting their daily limit down [2] Group 2 - The stock market's reaction was unexpected, as the film industry had seen substantial stock price increases prior to the festival, with Bona Film's stock rising nearly 70% from 7.5 to 12.77 before the holiday [3] - The market had already priced in expectations for a record-breaking box office, and investors were looking for a repeat of last year's 9.5 billion high, rather than just a good performance this year [4] - The 5.7 billion box office, while strong, represented a 40% decline compared to last year's record, and the absence of a blockbuster like "Nezha 2" contributed to the market's disappointment [5]
晓数点丨春节消费“马力十足”,“在沪过年”热度火爆
Di Yi Cai Jing· 2026-02-24 08:59
一图速览>> @ 8 000 11 全社会跨区域人员 同比增长 8.2% 全国{ 较去1 全国民航累 较去年春运 ጭ - 入境外国人中, 较去年假期日均 ......... || 优 F 中国澳门与中国香酒 同比分别提升 39' 与泰国、韩国、马: 微化 中 [ 中 [ 上海共接 下 L 2月15日-22日 上海市线上线下消费 外国人最爱用"支作 上海之外,广州、深 苏州、成都成为入境 BEAUTY MED / F 000 票房前三名 《飞驰人生3》29.27 《 惊蛰无声》 8.68 《'镖人》 8.06 在春节档的加持下 2026年度总票房 (1 中国电影市场累计票 超越北美票房成绩, 同比增长 全国消费相关行业日 ...