《疯狂动物城2》票房有望超预期，叠加春节档定档催化【浙商传媒冯翠婷】

寻找涨婷12-01

首席分析师：冯翠婷（S1230525010001）来源：浙商证券传媒互联网研究团队具体参见2025年12月1日报告《<疯狂动物城2>票房有望超预期，叠加春节档定档催化》，如需报告全文或数据底稿，请联系团队成员或对口销售。报告导读《疯狂动物城2》周末票房表现超预期，弱档期强排片。截至2025年12月1日凌晨，《疯狂动物城2》上映5日累计票房超19.4亿，预测总票房达42.5亿。其中，根据猫眼专业版...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251201113927a4c4c89e&s=b><strong>寻找涨婷</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>首席分析师：冯翠婷（S1230525010001）来源：浙商证券传媒互联网研究团队具体参见2025年12月1日报告《<疯狂动物城2>票房有望超预期，叠加春节档定档催化》，如需报告全文或数据底稿，请联系团队成员或对口销售。报告导读《疯狂动物城2》周末票房表现超预期，弱档期强排片。截至2025年12月1日凌晨，《疯狂动物城2》上映5日累计票房超19.4亿，预测总票房达42.5亿。其中，根据猫眼专业版...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251201113927a4c4c89e&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0499858438.USD","symbol_name":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) 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Cuiting]","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"09992":0.9,"01981":1.5,"01060":0.9},"content_text":"首席分析师：冯翠婷（S1230525010001）来源：浙商证券传媒互联网研究团队具体参见2025年12月1日报告《<疯狂动物城2>票房有望超预期，叠加春节档定档催化》，如需报告全文或数据底稿，请联系团队成员或对口销售。报告导读《疯狂动物城2》周末票房表现超预期，弱档期强排片。截至2025年12月1日凌晨，《疯狂动物城2》上映5日累计票房超19.4亿，预测总票房达42.5亿。其中，根据猫眼专业版数据，我们对11月29日周六进行单日分析，《疯狂动物城2》上映第四日（首周末第一日）票房达到7.3亿元，与《哪咤之魔童闹海》上映第4日的票房持平，远超《疯狂动物城》第一部；排片方面，由于弱档期同期竞品较弱，《疯狂动物城2》排片占比高达76.8%，远高于《哪咤之魔童闹海》的38.2%（春节档强档期），也大幅领先于《疯狂动物城》第一部同期的18.9%；上座率方面，《疯狂动物城2》上座率为38.6%，低于《哪咤之魔童闹海》53.6%，但高于《疯狂动物城》第一部的19.2%；平均票价，《疯狂动物城2》为39.3元，低于《哪咤之魔童闹海》的51.4元，弱档期未出现明显溢价现象。利好影视发行、院线、IP衍生品及联名合作品牌。主发行方中国电影及华夏电影（上海电影为华夏电影核心股东，持股比例11%）。院线影投万达电影、横店影视、上海电影等。IP衍生品泡泡玛特（系列盲盒）、名创优品（系列盲盒）、实丰文化、姚记科技（关联公司闪魂）等。优质片单加持，元旦春节档票房有望迎来开门红。截至目前，2026年元旦档已确认上映《无名之辈：意义非凡》、《匿杀》、《用武之地》三部影片；同时《转念花开》、《飞驰人生3》、《少林女足》、《神探之痕迹》、《镖人：风起大漠》、《熊出没·年年有熊》等多部市场关注度高、具备票房潜力的影片有望加入春节档期。建议关注明年元旦档、春节档对应业绩弹性较大的万达电影、博纳影业、大麦娱乐、中国电影等。风险提示：票房持续性表现不及预期、春节档电影定档或表现不及预期、电影投资收益不确定性风险等。固定布局工具条上设置固定宽高背景可以设置被包含可以完美对齐背景图和文字以及制作自己的模板投资要点正文投资要点正文固定布局工具条上设置固定宽高背景可以设置被包含可以完美对齐背景图和文字以及制作自己的模板往期报告回顾年度策略 | AI为海，价值为帆——传媒互联网教育行业2026年度策略报告【浙商传媒互联网教育团队】持仓分析 | 传媒：25Q3重仓股配置比例持续上升，腾讯、快手、巨人、华通等加仓明显【浙商传媒互联网冯翠婷团队】固定布局工具条上设置固定宽高背景可以设置被包含可以完美对齐背景图和文字以及制作自己的模板","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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