Group 1: Automotive Rental Market - The demand for car rentals is increasing due to the upcoming Spring Festival, with both rental order volume and user scale showing year-on-year growth. Notably, the booking volume for new energy vehicle rentals has increased sixfold compared to last year [1] Group 2: Film Industry - Several listed companies are involved in the production or investment of films for the 2026 Spring Festival, with "Flying Life 3" having the highest participation from A-share listed companies, including China Film (600977.SH), Hengdian Film (603103.SH), Wanda Film (002739.SZ), and Bona Film (001330.SZ) [1] - China Film has announced that "Star River in Dream" is its first produced film for the Spring Festival, and it has also participated in "Boonie Bears: Year of the Bear" and "Silent Awakening" [1] - Hengdian Film has participated in "Boonie Bears: Year of the Bear" and "Star River in Dream" [1] - Financial analysts predict that the extended nine-day holiday will enhance viewing demand, leading to an upward trend in box office revenue during the Spring Festival period [1] Group 3: Catering Industry - Multiple listed companies in the catering sector have prepared for the New Year's Eve dinner scene and pre-packaged meal gift boxes. Companies such as Yuyuan Group (600655.SH), Shuanghui Development (000895.SZ), Anjiexin Food (603345.SH), Weizhi Flavor (605089.SH), Wens Foodstuff Group (300498.SZ), and Guolian Aquatic Products (300094.SZ) have developed products for New Year's Eve pre-packaged meal gift boxes [4]

此外，春节档新片预售票房已突破3.7亿元。其中《飞驰人生3》独占鳌头，大幅领先第二名《惊蛰无 声》，《镖人：风起大漠》《熊出没・年年有熊》《星河入梦》位列3—5名。 惊蛰无声 累计猫眼想看38.1万 映前2天 7882.21万 据猫眼专业版数据，截至2月15日22时左右，2026年春节档档期总票房已破4亿元。 首日预售6668.35万 首日排片146126场 镖人： 风起大漠 累计猫眼想看25.0万 映前2天 4549.93元 首日预售3779.62万 首日排片93061场 熊出没·年年有熊 累计猫眼想看25.9万 映前2天 3612.75万 首日预售3255.01万 首日排片61383场 夜壬 累计猫眼想看3.0万 曲前5手 星河入梦 累计猫眼想看9.7万 映前2天 2946.22元 首日预售2121.62万 首日排片40003场 熊猫计划之部落奇 遇记 累计猫眼想看35.7万 映前2天 1861.79元 首日预售1583.65万 首日排片44441场 138.02万 首日预售131.89万 中日排片 VOURF3 今年春节档上映的影片种类多样、题材多元，涵盖喜剧、动作、动画、科幻等类型。 影片《惊蛰无声》 ...

Core Viewpoint - The pre-sale box office for the Spring Festival films has exceeded 3.7 billion yuan, with "Flying Life 3" leading significantly over "Silent Awakening" and other films [2]. Group 1: Box Office Performance - "Flying Life 3" has a strong lead in pre-sale, with a first-day pre-sale of 666.83 million yuan and a total of 146,126 screenings [5]. - "Silent Awakening" has a first-day pre-sale of 666.83 million yuan and a total of 38,100 viewers interested [5]. - "Biao Ren: Wind Rises in the Desert" has a first-day pre-sale of 377.96 million yuan and a total of 25,000 viewers interested [7]. - "Boon Year of the Bear" has a first-day pre-sale of 325.50 million yuan and a total of 25,900 viewers interested [7]. - "Star River in Dream" has a first-day pre-sale of 212.16 million yuan and a total of 9,700 viewers interested [9]. Group 2: Film Variety and Themes - The films released during this Spring Festival feature a diverse range of genres, including comedy, action, animation, and science fiction [15]. - "Biao Ren: Wind Rises in the Desert" tells the story of a desert escort facing challenges while protecting a mysterious person [18]. - "Flying Life 3" focuses on a race car driver returning to reality after the last race, facing new challenges [20]. - "Star River in Dream" involves a futuristic virtual dream system and an adventure through dream challenges [21]. - "Boon Year of the Bear" depicts a crisis caused by unexpected guests and the teamwork of the main characters to resolve it [25]. Group 3: Market Impact and Predictions - The strong pre-sale performance has led to a positive reaction in the capital market, with several film-related stocks experiencing significant gains [27]. - Predictions indicate that the box office for the first day of the Spring Festival will reach 1.187 billion yuan, with "Flying Life 3" and "Silent Awakening" expected to dominate the box office [27]. - The top three films for the Spring Festival are projected to be "Flying Life 3," "Silent Awakening," and "Biao Ren: Wind Rises in the Desert," with total box office estimates reaching 9.298 billion yuan [27]. Group 4: Company Involvement - Multiple listed companies are involved in the production of the films, including "Flying Life 3," "Silent Awakening," and "Boon Year of the Bear," which are set to release during the Spring Festival [26]. - Companies like Hengdian Film and Wanda Film are participating in the production and distribution of these films, indicating a strong industry collaboration [31].

据猫眼专业版数据，截至2月15日22时左右， 2026年春节档档期总票房已破4亿元。 此外， 春节档新片预售票房 已突破3.7亿元。 其中《飞驰人生3》独占鳌头，大幅领先第二名 《惊蛰无声》，《镖人：风起大漠》《熊出没・年年有熊》《星河入梦》位列3—5名。 惊蛰无声 累计猫眼想看38.1万 映前2天 自日排片165130场 7882.21万 首日预售6668.35万 首日排片146126场 星河入梦 累计猫眼想看9.7万 映前2天 镖人： 风起大漠 累计猫眼想看25.0万 映前2天 4549.93元 首日预售3779.62万 首日排片93061场 熊出没·年年有熊 累计猫眼想看25.9万 映前2天 3612.75元 首日预售3255.01万 首日排片61383场 熊猫计划之部落奇 遇记 2946.22万 首日预售2121.62万 首日排片40003场 1861.79元 首日预售1583.65万 首日排片44441场 170 0 跌削之大 累计猫眼想看35.7万 映前2天 今年春节档上映的影片种类多样、题材多元，涵盖喜剧、动作、动画、科幻等类型。 影片《惊蛰无声》（上映时间：2月17日 大年初一） 讲述国安小组 ...

Core Insights - The 2026 Spring Festival film market is set to be significant, with a total box office exceeding 300 million yuan, led by "Fast Life 3" [1][21] - The film "Fast Life 3" is expected to perform strongly, with pre-sales exceeding 120 million yuan, indicating high audience interest [6][21] - Multiple films are competing in the Spring Festival slot, including "Silent Awakening" and "Bounty Hunter: Winds of the Desert," which also show promising pre-sale figures [6][9] Group 1: Film Performance - "Fast Life 3" is leading the pre-sale box office with over 120 million yuan, following the success of its predecessors [6] - "Silent Awakening," directed by Zhang Yimou, is based on national security themes and has garnered significant attention due to its star-studded cast [9][12] - "Bounty Hunter: Winds of the Desert" features a storyline about a desert courier and has a strong production team, indicating potential for box office success [12][21] Group 2: Market Impact - The 2026 Spring Festival film lineup involves multiple publicly listed companies, including Maoyan Entertainment and Wanda Film, which are expected to benefit from the box office performance [21] - The A-share film sector has seen stock price increases, with companies like Hengdian Film and Bona Film experiencing significant gains, indicating positive market sentiment [21][22] - Analysts suggest that the film industry is at a historical low in valuation, with expectations for recovery as consumer demand for entertainment rises [22][23] Group 3: Audience Engagement - The audience's acceptance of quality films remains high, with the extended nine-day holiday providing ample opportunity for box office growth [23] - The success of previous high-grossing films, such as "Nezha 2," has created a positive sentiment towards the Spring Festival films, potentially boosting investor interest [22][23] - The emergence of high-value IP films is expected to stimulate new content creation and audience engagement, aligning with the preferences of younger generations [22][23]

Core Insights - The 2026 Spring Festival film season is experiencing a notable decline in box office performance compared to the previous year, with pre-sale ticket sales significantly lower than in 2025 [2][3] - The film lineup for 2026 lacks the strong blockbuster potential seen in 2025, leading to a cold start for the extended holiday period [2][4] Pre-sale Performance - The pre-sale ticket sales for the 2026 Spring Festival reached approximately 830 million yuan on the first day and exceeded 1 billion yuan by the second day, which is a stark contrast to the over 2 billion yuan achieved in the same period in 2025 [3][4] - The leading film in pre-sales is "Fast Life 3," while several other films have shown weak performance, with three films failing to surpass 20 million yuan in pre-sales [3][4] Box Office Distribution - The box office distribution indicates a concentration of screenings among a few films, with "Fast Life 3" and "Silent Awakening" accounting for nearly 60% of the total screenings [4] - Other films like "Bounty Hunter: Wind Rises in the Desert" and "Boonie Bears: Year of the Bear" have limited screening shares, reflecting a significant disparity in market interest [4] Marketing and Promotion - The promotional efforts for the 2026 Spring Festival films have been relatively subdued compared to the previous year, lacking the extensive marketing campaigns that generated buzz in 2025 [4][5] - The absence of engaging promotional activities has contributed to the overall lack of excitement surrounding this year's film offerings [4][5] Industry Trends - The film market's overall performance has been declining, with 2025's box office growth largely driven by a few successful films, indicating a fragile recovery rather than a robust market rebound [5][6] - The traditional peak periods for box office performance are losing their effectiveness, as audience viewing habits shift and competition from other entertainment options increases [6][8] Capital and Investment Strategies - The 2026 Spring Festival films are characterized by a "broad net" co-production strategy, contrasting with the previous year's focus on single blockbuster films [9][10] - This shift reflects a defensive investment approach aimed at mitigating risks in an uncertain market, as many companies face ongoing financial challenges [10][11] Market Outlook - Despite the pre-sale challenges, there has been a recent uptick in stock prices for film-related companies, indicating some investor optimism [11][12] - However, forecasts suggest a potential decline in box office revenue for the 2026 Spring Festival, with estimates around 7.51 billion yuan, representing a 21% decrease from 2025 [12]

Group 1 - The 2026 Spring Festival holiday will last for 9 days, leading to a record high in the number of effective screening days for films during this period [1] - As of February 13, 2026, the total pre-sale box office for the Spring Festival films has exceeded 200 million yuan, prompting a positive response in the A-share film and television sector [1] - Several stocks in the A-share film and television sector have seen significant gains, with Hengdian Film rising over 110% this year, and both Bona Film and Light Media increasing by over 60% [1] Group 2 - Analysts suggest that the film and television sector is currently undervalued, and with the release of entertainment consumption demand, the fundamentals of many film companies are expected to improve, indicating a recovery point for the industry [3] - The 2026 Spring Festival will feature multiple domestic IP films, building on the success of last year's "Nezha 2," which grossed over 10 billion yuan, thus attracting investor interest in the Spring Festival box office and film stocks [3] - The Spring Festival period is crucial for many film production and cinema companies, significantly impacting their performance and market valuation [8]

Core Insights - The total box office for the 2026 Spring Festival period is approaching 200 million yuan, with pre-sale ticket sales exceeding 100 million yuan on the first day [1] - The top three films in pre-sale ticket sales are "Fast and Furious 3" with over 75 million yuan, "Silent Awakening" with over 45 million yuan, and "Bounty Hunter: Wind Rises in the Desert" with over 29 million yuan [1][2] - The variety of films this year includes genres such as drama, comedy, crime, action, martial arts, animation, fantasy, adventure, and documentary, with several being IP series sequels [1][2] Film Industry Analysis - The film "Fast and Furious 3" is produced by multiple listed companies, including China Film, Hengdian Film, Wanda Film, and Bona Film [2] - Historical box office data shows that previous installments of "Fast and Furious" achieved box office revenues of 1.728 billion yuan and 3.361 billion yuan, while the "Boonie Bears" series has consistently maintained box office figures around 1 billion yuan since 2022 [2] - Analysts predict that the box office performance for the 2026 Spring Festival will depend on the actual quality and audience reception of the films, despite a rich supply of diverse content [2][3] Market Conditions - The average ticket price for this year's Spring Festival is 48.7 yuan, the lowest in five years, which may enhance audience purchasing willingness and viewing frequency [3] - Various regions, including Beijing and Hebei, have initiated film consumption subsidy activities to stimulate market demand, with significant financial support aimed at enhancing cinema attendance [4][5]

近期，横店影视聘任楼张旭为副总经理，楼张旭拥有丰富的内部管理经验，曾任职于横店集团及公司多 个核心管理岗位，此次聘任将助力公司进一步强化内部管理，推动业务稳步发展。国信证券同时提到， Seedance2.0与可灵3.0的推出，将AI从概率预测的玩具转化为具备导演级控制权的生产力工具，大幅提升 生成内容的可用率、成功率和生成效率，为影视内容制作带来全新变革机遇。 注：本文由AI根据市场公开信息生成，不构成投资建议，投资有风险，入市需谨慎。 交易所数据显示，2月13日，横店影视开盘低开，早盘阶段整体呈现震荡调整走势；午后开盘后逐步上 行，13：20前后开始快速拉升，随后在高位区间维持震荡运行，截至14：11，处于日内相对高位区域， 午后拉升动能较为充足，推动较开盘价显著上行，整体走势偏强。 | 分时 | 五日 日K 周K 月K 5分 15分 30分 60分 | | 五档盘口 | | 明细 | | --- | --- | --- | --- | --- | --- | | 最新:34.76 | 涨跌额:2.03 涨跌幅:+6.20% | 均价:31.54 2026-02-13 14:14 | 委比 +15.15% ...

Group 1 - The film industry sector has experienced a decline, with notable stocks such as Bona Film Group hitting the daily limit down, and Jiecheng Co. falling over 10% [1] - Other companies in the sector, including Hengdian Film and Television, Huanrui Century, and Baiana Qiancheng, also reported significant declines [1]