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「长镜头」光线、横店等多股跌停!春节档票房下滑近四成,“观影返城潮”推动后续票房
Hua Xia Shi Bao· 2026-02-25 00:37
本报(chinatimes.net.cn)记者于玉金 北京报道 "我大年初三就发现《镖人》口碑跑出来了,当时在老家本来也能看,但一直忍着,想着等回北京参加 观影团,大家一起看更有感觉,还能和现场的Coser集邮。"2月22日,北京丰台区的上仙请·天宫影院迎 来了一批特别的观众,刚刚返京的小鱼也特意赶来,与观影团一同观看了这部2026年春节档口碑最佳的 电影。 国家电影局数据显示,2026年春节档(2月15日—2月23日)总票房达57.52亿元,观影人次1.2亿。《飞 驰人生3》《惊蛰无声》《镖人:风起大漠》(下称"《镖人》")分列前三位,票房分别为29.27亿元、 8.68亿元以及8.06亿元。不过,今年的春节档总票房与总观影人次均出现了大幅下滑,下滑比例分别为 39.5%与35.8%。此外,春节档日均票房近六年首次不足10亿元。 展望2026年电影市场,中环影投董事长王征向《华夏时报》记者表示,行业将进入高质量常态化增长阶 段,预计全年票房应在550亿元—600亿元。 档期票房定格57.52亿元 如果说在2025年高基数的情况下,今年春节档的总票房下滑近四成还算是个体面的说法,那么将时间线 拉长,今年的春节 ...
A股影视公司 密集公告
Core Insights - The total box office for the 2026 Spring Festival period reached 5.752 billion yuan, with 120 million attendees [1] - As of February 24, 2026, the total box office for the year was 8.335 billion yuan, with 187 million attendees [1] Box Office Performance - "Flying Life 3" led the box office with 2.927 billion yuan, followed by "Silent Awakening" at 868 million yuan, "Bounty Hunter: Wind Rises in the Desert" at 806 million yuan, and "Boon Year" at 714 million yuan [2][9] - Other films like "Panda Project: Tribal Adventure" and "Star River Dream" earned 193 million yuan and 80.58 million yuan respectively [2] Company Revenue from Films - Light Media reported revenue from "Flying Life 3" between 43 million and 53 million yuan, and from "Silent Awakening" between 5.2 million and 6.6 million yuan [2] - Happiness Blue Sea reported total revenue from "Flying Life 3" and "Boon Year" between 790,000 and 1.02 million yuan [3] - Huazhi Digital Media stated that "Silent Awakening" had a box office of approximately 901 million yuan, but it had no impact on their revenue as they will recognize income only after recovering investment costs [3] Industry Participation - Multiple listed film companies participated in the Spring Festival lineup, with "Flying Life 3" being co-produced by companies like Damai Entertainment, Wanda Film, Bona Film, and China Film [4] - Other films like "Silent Awakening" and "Bounty Hunter: Wind Rises in the Desert" also had participation from major companies [5][6] Market Trends - The 2026 Spring Festival featured six main films across various genres, receiving positive market feedback [7] - The average film length decreased, leading to a significant increase in total screening sessions, with over 4.35 million sessions recorded, the highest in Spring Festival history [9] - Average ticket prices dropped to the lowest level in six years, particularly in third and fourth-tier cities, where prices fell by over 6% [9] - The consumption potential in third and fourth-tier cities was further released, with these cities accounting for nearly 60% of the box office, the highest in six years [10]
A股影视公司,密集公告
《飞驰人生3》 29.27亿元 2月24日晚,多家A股公司披露旗下参投影片带来的票房相关营业收入情况。 《惊蛰无声》 8.68亿元 《镖人:风起大漠》 8.06亿元 国家电影局同日发布的数据显示,2026年春节档(2月15日—2月23日)总票房达57.52亿元,观影人次 1.2亿。此外,截至2月24日9时,2026年电影总票房为83.35亿元,观影人次为1.87亿。 2026春节档影片档期票房 《熊出没·年年有熊》 7.14亿元 今年春节档,上市影企积极参与档期布局。 其中,《飞驰人生3》吸引多家上市影企参与,出品方包括大麦娱乐、万达电影(002739)、博纳影业 (001330)、中国电影(600977)、横店影视(603103)等,光线传媒、金逸影视(002905)出现在该 片联合出品方名单中。 《熊猫计划之部落奇遇记》 1.93亿元 《星河入梦》 8057.96万元 《夜王》 7245.40万元 多家A股公司披露参投春节档电影营收 2月24日晚,光线传媒(300251)公告称,截至2月23日,公司来源于《飞驰人生3》的营业收入区间为 4300万元至5300万元,来源于《惊蛰无声》的营业收入区间为520万 ...
没有“全民爆款”的春节档 还能撑得起资本期待吗?
Mei Ri Jing Ji Xin Wen· 2026-02-24 14:22
Core Viewpoint - The A-share film sector experienced a collective decline, with several companies hitting the daily limit down, reflecting investor concerns about the performance of the Spring Festival box office and the lack of blockbuster films in 2026 [1][2][3] Box Office Performance - The Spring Festival box office saw over 4.35 million screenings, a historical high, but the first-day box office was 1.278 billion yuan, a 30% year-on-year decline, returning to 2018 levels [2][3] - The average ticket price on the first day was 49.7 yuan, down from 51.3 yuan the previous year [2] - The 2026 Spring Festival box office was characterized by an increase in screenings but a lack of significant hits, with only "Flying Life 3" achieving over 2.9 billion yuan in box office, making it the only standout film [3][4] Industry Trends and Challenges - The film industry is facing a dual challenge of increased quantity but decreased quality and audience engagement, with a need for reassessment of the film ecosystem and content supply [4][5] - Analysts suggest that the industry should optimize content supply, explore diverse genres, and tap into consumer potential to adapt to changing market dynamics [4][5] Impact of AI on the Industry - The 2026 Spring Festival Gala was noted for its high integration of AI, with significant audience interaction and content generation, indicating a shift in content production methods [5] - The rise of AI is expected to provide new valuation logic for media stocks, as it transitions from merely distributing traffic to generating content [5] Non-Ticket Revenue Strategies - Cinema operators are actively expanding non-ticket revenue streams to mitigate box office fluctuations, with significant participation in online and offline activities during the Spring Festival [7] - The trend of combining viewing experiences with social interaction and IP consumption is emerging, indicating a shift towards diversified entertainment models [7]
中国电影:公司密切关注人工智能前沿技术发展趋势
Zheng Quan Ri Bao· 2026-02-24 11:38
(文章来源:证券日报) 证券日报网讯 2月24日,中国电影在互动平台回答投资者提问时表示,公司密切关注人工智能前沿技术 发展趋势,积极探索其在电影领域的应用。 ...
影视院线板块盘初走弱,中国电影等多股跌停
Xin Lang Cai Jing· 2026-02-24 11:20
影视院线板块盘初走弱,中国电影、横店影视、博纳影业触及跌停,光线传媒、幸福蓝海跌超15%,金 逸影视、万达电影、上海电影、欢瑞世纪、华策影视跟跌。 ...
马年首个交易日,A股这一板块掀涨停潮
Xin Lang Cai Jing· 2026-02-24 11:05
大河财立方消息,2月24日,马年春节后A股首个交易日,上证指数收涨0.87%,深证成指收涨1.36%,科创综指 飘绿0.61%,创业板指收涨0.99%。全市场单日成交额2.22万亿元,超4000只个股飘红,111只个股涨停。 贵金属板块表现活跃,湖南白银、盛达资源、四川黄金涨停,晓程科技涨超15%,西部黄金、招金黄金、赤峰 黄金等跟涨。 光模块CPO指数涨超4%,巨头"易中天"全天成交额均破百亿,再度占据市场前三,中际旭创成交额为196.93亿 元,新易盛成交额为173.26亿元,天孚通信成交额为126.33亿元。 影视板块持续调整, 光线传媒 、中国电影、金逸影视、横店影视、博纳影业跌停,万达电影、上海电影、欢瑞 世纪等跟跌。 上个马年沪指涨近60%!新年新福利来了,炒股排面要拉满,新号启幸运>> 上个马年沪指涨近60%!新年新福利来了,炒股排面要拉满,新号启幸运>> 大河财立方消息,2月24日,马年春节后A股首个交易日,上证指数收涨0.87%,深证成指收涨1.36%,科创综指 飘绿0.61%,创业板指收涨0.99%。全市场单日成交额2.22万亿元,超4000只个股飘红,111只个股涨停。 板块上来看,美伊 ...
涨停复盘:今日全市场共110只股涨停,连板股总数7只,化工板块美邦股份、金浦钛业涨停!
Jin Rong Jie· 2026-02-24 10:23
2月24日,市场冲高回落,创业板指盘中一度涨超2%。沪深两市成交额2.2万亿,较上一个交易日放量2194亿。盘面上,市场热点快速轮动,全市场超4000 只个股上涨,其中109只个股涨停。从板块来看,油气股集体上涨,通源石油、准油股份、山东墨龙、中海油服(核心股)等多股涨停。化工(核心股)板 块爆发,美邦股份4连板,红宝丽、红墙股份、澄星股份、金浦钛业涨停。培育钻石(核心股)概念大涨,四方达20cm涨停,黄河旋风涨停。玻纤概念反复 活跃,国际复材涨超4天2板,续创历史新高。下跌方面,影视院线、AI应用等板块跌幅居前。其中影视院线概念股集体大跌,光线传媒、中国电影等多股 跌停。截至收盘,沪指涨0.87%,深成指涨1.36%,创业板指涨0.99%。 今日全市场(不含ST股、退市股)共92股涨停,连板股总数7只,41股封板未遂,封板率为69%。焦点股方面,并购重组的韩建河山9天5板、豫能控股4连 板,光伏(核心股)板块协鑫集成9天5板,化工(核心股)板块美邦股份4连板,AI应用的风语筑6天4板。 一、板块异动 二、涨跌停温度 三、涨跌家数 1)油气:美国持续增兵中东,美伊关系愈发紧张,原油价格近日有所上涨。 2)化工 ...
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
今年春节档票房卖了57亿多,看着挺热闹,可影视股却集体"翻车"!中国电影、光线传媒、博纳影业纷 纷跌停,这操作到底是玩哪出? 先来看看今年春节档的成绩单。 57亿总票房、435万场观影场次创下历史新高,其中《飞驰人生3》一部就贡献了29亿,占了半壁江山。 其中,中国电影作为"国家队",那叫一个雨露均沾——出品、发行了《飞驰人生3》《惊蛰无声》《镖 人》《熊出没》《星河入梦》,五部大片一个没落下,合计票房超过50亿。 春节前,博纳影业从1月6日的7块5一路涨到节前的12块77,涨幅近70%;光线传媒同样走出一波上涨行 情;中国电影虽然稳重,但也跟着板块水涨船高。 这叫什么?这叫"预期提前打满"。 市场资金早在节前就完成了"潜伏-押注-等待"的动作。他们要的不是"春节档票房不错",而是"能不能复 刻去年的票房神话"。 57亿的总票房,放在往年确实能打,但跟去年95亿的历史高点一比,直接跌了四成。 更关键的是,去年有《哪吒2》这种现象级爆款。而今年呢?《飞驰人生3》29亿的票房算是不错,但也 远低于节前市场的乐观预判。 于是节后第一天,资金的选择出奇一致:利好出尽,落袋为安。而那些节前跟风追涨的散户们,就这样 被结 ...
影视板块暴跌,“AI+电影”还有大戏吗?
| 序号 | 代码 | 名称 | | | 涨幅% T | 涨跌 | | --- | --- | --- | --- | --- | --- | --- | | 1 | 300251 | 光线传媒 | 1 | 21.78 | -19.99 | -5.44 | | 2 | 300528 | 幸福悠海 | 1 | 19.92 | -18.99 | -4.67 | | 3 | 001330 | 博纳影业 | 1 | 11.49 | -10.02 | -1.28 | | র্ব | 002739 | 万达电影 | I | 11.24 | -10.01 | -1.25 | | 5 | 603103 | 横店影视 | 1 | 31.41 | -10.00 | -3.49 | | 6 | 601595 | 一海电影 | 1 | 29.26 | -10.00 | -3.25 | | 7 | 600977 | 中国申影 | 1 | 16.70 | -9.97 | -1.85 | | 8 | 002905 | 金逸影视 | 1 | 11.18 | -9.25 | -1.14 | | ਰੇ | 000892 | 欢瑞世纪 | 1 | ...