据猫眼专业版数据，截至1月3日21时，2026年元旦档(1月1日—3日)全国电影票房达7.39亿元。其中，广 东电影票房1.16亿元，超281万的观影人次，成为全国票房唯一破亿元的省份，占比15.64%(江苏省6759 万元，票房占比9.1%，排名第二)，继续稳居"第一票仓"。 影片方面，今年元旦档迎来11部新片上映，涵盖奇幻、动作、犯罪、悬疑、爱情、战争、动画等多种题 材，满足广大观众的多元观影需求。 去年11月上映的《疯狂动物城2》及12月上映的《阿凡达：火与烬》两部进口大片亦发挥了较好的长尾 效应，吸引了大批观众在假期走进影院观看。最终，《疯狂动物城2》《阿凡达：火与烬》《匿杀》 《寻秦记》分列元旦档票房榜前四位，合计贡献了87.2%的档期票房。 广东出品的故事电影《匿杀》新年档票房1.26亿元，档期内排国产影片第一，目前累计票房2.04亿元。 该电影在延续凌厉硬核质感的基础上，加入了不少高光动作戏份，以主打"爽燃"的剧情和独特的视听美 学收获观众喜爱。 全年方面，广东2025年总票房为63.48亿元，观影人次超1.52亿，放映场次超1563万，以超12%的票房占 比，连续24年蝉联全国"第一票仓"，总 ...

记者丨郑康喜 编辑丨蒋韵 据猫眼专业版数据，截至1月3日21时，2026年元旦档（1月1日—3日）全国电影票房达7.39亿 元。其中， 广东电影票房1.16亿元，超281万的观影人次，成为全国票房唯一破亿元的省份， 占比15.64%（江苏省6759万元，票房占比9.1%，排名第二），继续稳居"第一票仓" 。 广东出品的故事电影《匿杀》新年档票房1.26亿元，档期内排国产影片第一，目前累计票房 2.04亿元。该电影在延续凌厉硬核质感的基础上，加入了不少高光动作戏份，以主打"爽燃"的 剧情和独特的视听美学收获观众喜爱。 影片方面，今年元旦档迎来11部新片上映，涵盖奇幻、动作、犯罪、悬疑、爱情、战争、动 画等多种题材，满足广大观众的多元观影需求。 全年方面，广东2025年总票房为63.48亿元，观影人次超1.52亿，放映场次超1563万，以超 12%的票房占比，连续24年蝉联全国"第一票仓"，总观影人次及放映场次亦为全国第一。 2025年，广东在五一档、国庆档、暑期档等大档期均表现优异，档期票房均居全国第一，全 年票房同比增长20.5%，总观影人次较2024年增长约2777万，展现出良好的票仓基础及健康 的市场发展 ...

南方财经记者郑康喜广州报道 据猫眼专业版数据，截至1月3日21时，2026年元旦档（1月1日—3日）全国电影票房达7.39亿元。其中，广东电影票房1.16亿 元，超281万的观影人次，成为全国票房唯一破亿元的省份，占比15.64%（江苏省6759万元，票房占比9.1%，排名第二），继续 稳居"第一票仓"。 广东出品的故事电影《匿杀》新年档票房1.26亿元，档期内排国产影片第一，目前累计票房2.04亿元。该电影在延续凌厉硬核质 感的基础上，加入了不少高光动作戏份，以主打"爽燃"的剧情和独特的视听美学收获观众喜爱。 影片方面，今年元旦档迎来11部新片上映，涵盖奇幻、动作、犯罪、悬疑、爱情、战争、动画等多种题材，满足广大观众的多 元观影需求。 去年11月上映的《疯狂动物城2》及12月上映的《阿凡达：火与烬》两部进口大片亦发挥了较好的长尾效应，吸引了大批观众在 假期走进影院观看。最终，《疯狂动物城2》《阿凡达：火与烬》《匿杀》《寻秦记》分列元旦档票房榜前四位，合计贡献了 87.2%的档期票房。 | | 大 | ▶ | | --- | --- | --- | | ー | | | | | | | 各省票房排名 | | | ...

Core Insights - The New Year box office in China for 2026 reached approximately 739 million yuan, with a total of 18.62 million viewers and 1.409 million screenings, indicating a strong performance during the holiday period [1] - Guangdong province was the only region to surpass 100 million yuan in box office revenue during the New Year period, contributing 15.64% of the national total [1] - The film "Nishan," produced in Guangdong, topped the domestic box office during the New Year with 126 million yuan, and its cumulative box office has reached 203 million yuan [1] Film Performance - Eleven new films were released during the New Year period, covering various genres such as fantasy, action, crime, suspense, romance, war, and animation, catering to diverse audience preferences [3] - The films "Zootopia 2," "Avatar: The Way of Water," "Nishan," and "The Legend of the Condor Heroes" accounted for 87.2% of the total box office during the New Year period [3] - "Zootopia 2" has grossed over 210 million yuan during the New Year period and has surpassed 4.23 billion yuan in total box office since its release [3] Notable Films - "Avatar: The Way of Water," directed by James Cameron, earned over 180 million yuan during the New Year period, contributing to a total box office of over 900 million yuan in China [6] - Both "Nishan" and "The Legend of the Condor Heroes" achieved over 100 million yuan in box office revenue, showcasing the innovative and evolving nature of domestic film production [9] - "The Legend of the Condor Heroes," featuring actors such as Louis Koo and Lin Feng, resonates with audiences due to its nostalgic connection to the original TV series aired 25 years ago [12] Market Outlook - The total box office for 2025 is projected to exceed 51.8 billion yuan, with total viewers reaching 1.238 billion, reflecting a growth rate of over 20% compared to 2024 [15] - The strong performance of the New Year box office sets a solid foundation for the overall film market in 2026, with upcoming releases such as "Fast Life 3," "Silent Awakening," and "Bounty Hunter: Winds of the Desert" expected to further stimulate market growth [15]

Core Viewpoint - The article discusses the evolution and challenges of animation IPs, emphasizing the importance of understanding the essence of animation IPs for long-term success and emotional connection with audiences [7][8][16]. Group 1: Animation IP Characteristics - A truly vibrant animation IP possesses three key traits: the ability to transcend cultural barriers, explore timeless themes of humanity and growth, and maintain continuous innovation potential [8]. - Animation's unique creative attributes allow for stronger controllability, continuity, and symbolic potential compared to live-action films, facilitating its transition from "cultural products" to "cultural assets" [9]. Group 2: Challenges in Animation IP Development - Many animation IPs face challenges due to entrenched product thinking, leading to repetitive creative patterns after initial market success [10]. - Self-imposed limitations in audience targeting, such as focusing solely on "child-friendly" or "adult-oriented" content, restrict the growth and potential of IPs [10]. - Short-sighted behaviors, such as blind licensing and low-quality derivatives, undermine the emotional value and trust associated with IPs, particularly in the context of rapid monetization strategies [10]. Group 3: Strategies for Sustainable IP Development - The concept of "all-age" IPs is proposed as a solution to maintain and expand the life force of animation IPs, allowing them to resonate with both original and new generations of viewers [11][12]. - Key strategies for achieving all-age appeal include layered storytelling, open story structures, and systematic operations to create lasting emotional connections across generations [12][14]. - Vertical deepening is another viable model for long-term development, focusing on serving specific age groups or interest circles with profound and evolving content [15]. Group 4: The Shift in Animation Industry Mindset - Successful animation IPs have transitioned from a short-term focus on product thinking to nurturing long-term value through a "living entity" mindset, which respects the natural growth and creative evolution of IPs [16]. - This mindset emphasizes long-termism over immediate gains, emotional connections over mere traffic monetization, and value accumulation over fleeting popularity [16].

Box Office Performance - "Avatar: Fire and Ash" continues to dominate the North American box office, achieving approximately $640 million in its second weekend with a 28.2% decrease from the previous weekend, leading to a total North American gross of about $218 million and a global total exceeding $760 million [1] - The North American weekend box office for December 26-28 reached approximately $173 million, remaining stable compared to the previous weekend [1] - "Zootopia 2" saw a weekend box office increase of 34.7% to around $20 million, rising from fifth to second place, with a North American total of approximately $321 million and a global total of about $1.421 billion, surpassing the first film's $1 billion mark [1] New Releases - "Marty Supreme," starring Timothée Chalamet, experienced a significant box office increase of 1682.6%, earning approximately $15.6 million and moving from ninth to third place, with a total gross of about $28.29 million [2] - "Anaconda" debuted with approximately $14.55 million, ranking fifth, while "Song Sung Blue" opened with around $7.6 million, placing eighth [2] Other Films - "The SpongeBob Movie: Search for SquarePants" saw a 28.3% decrease in its second weekend, earning about $11.2 million and dropping to seventh place, with a North American total of approximately $33.18 million and a total gross of about $55.28 million [3] Upcoming Releases - The thriller "The Plague" is set to be released on January 2, 2026 [4]

Core Insights - The total box office for the 2025 New Year’s film season has reached 5.245 billion yuan, marking the second time in Chinese film history that the box office has surpassed 5 billion yuan for this period since 2017, and setting a new high for the same period in nearly eight years [1][4]. Box Office Performance - As of December 28, 2025, the box office for domestic films accounts for over 80% of the total, with nearly 90% of the films in the New Year’s season being domestic, indicating a strong market dominance [1]. - The top five films in the 2025 New Year’s season by box office revenue are "Zootopia 2" (approximately 3.964 billion yuan), "Avatar: The Way of Water" (approximately 700 million yuan), "The Insiders" (approximately 375 million yuan), "The Dumpling" (approximately 30.26 million yuan), and "The Meat Dumpling" (approximately 27.07 million yuan) [1][4]. Film Genre Distribution - The top five films include three drama films: "The Insiders," "The Dumpling," and "The Meat Dumpling," reflecting a higher audience interest in films that are close to life and reflect social realities [4]. - The 2025 New Year’s season features over 70 films across various genres, including history, suspense, documentary, warmth, fantasy, and public welfare, contrasting with previous years dominated by comedy and family-friendly themes [4][5]. Industry Trends - The diversification of film genres indicates that filmmakers are no longer limited to traditional popular themes, showing a willingness to innovate and meet the increasingly diverse demands of audiences [5]. - The strong performance of the 2025 New Year’s season, breaking the 5 billion yuan mark, signals positive consumer sentiment towards the film market, suggesting a shift in the interpretation of "content is king" based on a deep understanding of audience needs [5].

招商证券主要观点如下： 2025年电影市场实现总票房510.74亿元 截止12月23日上午10时，2025年电影市场实现总票房510.74亿元，远超2024年同期水平。2025年贺岁档 票房已达45.87亿元，超2024年/2023年贺岁档总票房。截止12月23日上午10时，2025年电影市场实现总 票房510.74亿元，远超2024年同期水平。2025年贺岁档从11月28日至12月31日，共34天。2023年/2024年 贺岁档分别持续38天/40天，总票房分别为45.08亿/30.50亿元。截至12月23日上午10时，2025年贺岁档 票房已达45.87亿元，超2024年/2023年贺岁档票房。本次贺岁档影片数量多、类型丰富，涵盖悬疑、温 情、动作、科幻等题材，满足观众多元化观影需求。 元旦影片已陆续定档，贺岁档票房表现强劲 智通财经APP获悉，招商证券发布研报称，截止12月23日上午10时，2025年电影市场实现总票房510.74 亿元，远超2024年同期水平。2025年贺岁档票房已达45.87亿元，超2024年/2023年贺岁档总票房。元旦 影片已陆续定档，贺岁档票房表现强劲。该行认为，后续还有大量储 ...

编者按：12月16日，电影《遥远的普若岗日》登陆全国各大院线，这部影片改编自 真实故事，描述了一个大学生进藏基层干部的成长故事。微妙的是，三天后，好莱坞 特效大片《阿凡达：火与烬》上映，成了同期上映电影里为数不多的国产电影。 这像是一场无声的对照：一边是全球视野的视觉奇观，一边是扎根于中国雪域高原的 个体叙事。 不久前，我们在头条文章 《当<阿凡达3>不再成为爆款》 中，着重解读了阿凡达系 列如何催化中国电影市场进入"黄金十年"。这十六年来，通过技术升级和院线下沉， 包括西藏、新疆等中西部地区也实现了"大片自由"——2019年，全国银幕突破7万 块，西藏、青海等地市实现影院全覆盖。 这是故事的A面，关于市场扩容与基础设施的胜利。而故事的B面，是一场更为深刻 的"价值回归"。 2014年成为一个分水岭，国产电影迎来了属于自己的"DeepSeek时刻"，国产电影 票房占比开始超越进口大片，观众开始对单纯的视觉奇观"祛魅"，转而拥抱更具本土 共鸣与文化亲近感的故事。于是，《我不是药神》等现实主义力作直击社会痛点； 《哪吒》《流浪地球》系列则以顶级工业水准，重塑了观众对国产大片的期待，缔造 了电影消费的"新国货"浪潮 ...

AMC娱乐控股公司（AMC Entertainment Holdings）的股价周一下跌，延续了长期连跌势头，投资者基 本未理会这家连锁影院的一则公告，该公司称其刚刚创下了四年来最大的圣诞节前周末票房。随著 AMC披露了其债务证券条款的最新修正案，其中包括可能在公开市场进一步出售普通股，投资者则似 乎将注意力转向了该公司的资金问题。 AMC的股票周一收盘下跌2.9%，至1.70美元。对于这只曾经的初代模因股而言，这不仅是其连续第10 个交易日下跌（为2022年1月27日结束的11连跌以来最长连跌纪录），其收盘价也连续第六个交易日创 下历史新低。 尽管该公司表示，根据其影院的上座率和门票收入，公司迎来了自2021年以来表现最好的圣诞假期前周 末，但抛售仍在继续。这一强劲表现主要由华特迪士尼公司（Walt Disney Company， DIS）的《阿凡 达：火与烬》（"Avatar： Fire and Ash"）带动，据Box Office Mojo的数据，该片在刚过去的周末取得了 8，800万美元的国内票房，为12月份首周末票房历史第七高。 AMC娱乐控股公司（AMC Entertainment Holdin ...