As of February 12, data from the Lighthouse Professional Edition showed that the box office (including pre-sales) of "Nezha: The Devil Boy in the Sea"(hereinafter referred to as "Nezha 2") reached 9.106 billion yuan, becoming the first film in China's film history to exceed 9 billion yuan. It ranks fifth in the global animated film box office list and 26th in the global film history box office list.Cat's Eye predicts that the film's total box office will be 16.036 billion yuan, compared with 14.257 billion yuan the previous day.In addition, the film "Tang Tan 1900" produced by Cat's Eye Xuanfa ranked second in the box office during the Spring Festival, with a box office of 2.28 billion yuan during the period.

The outstanding performance of "Nezha 2" attracted market attention, and Hong Kong stock cinema-related stocks were favored.Companies such as Cat's Eye Entertainment, Alibaba Pictures, China Ruyi, IMAX China and Star Chinese have become the focus of investors 'attention due to their important position in the film industry chain and strong market competitiveness.

Among them, Cat's Eye Entertainment and Alibaba Pictures are committed to building a film business in the entire industry chain, including content production, distribution, ticketing and other aspects, and have strong ticket sales and publicity capabilities.China Ruyi is a company focusing on the production and distribution of film and television content. It has won market recognition for its unique creative style and high-quality works.IMAX China focuses on providing high-quality movie-watching experience, and its IMAX theater network covers all major cities in China; Star Sky Chinese is a comprehensive cultural industry company with businesses covering film and television production, variety production, artist brokerage and other fields, and has strong resource integration capabilities.

It is worth noting that in this film promotion, the millet economy has also become an important link in the industrial chain.Through in-depth cooperation with Film IP, companies such as Bubble Mart, Mingchuang Products and Bruco have developed a series of derivative products that are popular among consumers, further expanding the commercial value of films.

As a leading trend toy company in China, Bubble Mart has launched many popular products through cooperation with multiple popular movie IPs, attracting the attention of a large number of young consumers.Mingchuang Products has become one of the first choices for consumers to purchase movie derivatives due to its cost-effective products and extensive market coverage.Brooke focuses on the children's toy market. Through combining it with movie IP, it has developed a series of edutainment products, which are loved by parents and children.

In terms of brokerage views, Guosen Securities pointed out in its latest research report that in the short term, the recovery of content supply is expected to promote further growth of the film market.From 2023 to 2024, the number of film filings has rebounded significantly, and the industry content reserves are abundant.Considering the production cycle of film content, it is expected that the supply of domestic film content will usher in a comprehensive recovery in 2025, which will effectively promote the continued recovery of box office.

At the same time, thanks to the high operating leverage of the film industry, the broadcast channel is expected to usher in a better profit release period.In the medium and long term, breakthroughs in AI technology and its combination with IP trendy games are expected to promote the continued prosperity of the film industry.Advances in AI technology can not only improve the efficiency of film production and reduce costs, but also bring more innovation possibilities to the film industry.

Ping An Securities also pointed out that the supply side of the film and television theater industry is gradually recovering, and the number of films is showing a good growth trend.After continuous repairs and adjustments, the performance of the head company has gradually recovered.Continued policy support and national encouragement of entertainment consumption will help the film and television theater industry continue to grow.In addition, the film and television theater industry has a relatively high valuation and cost performance, and Ping An Securities is optimistic about the steady recovery of the performance of leading theaters and leading production companies.

Policy support and market recovery will bring more development opportunities to the film and television theater industry.For example, the government encourages film companies to increase content creation and marketing efforts through tax incentives, financial subsidies and other measures, thereby enhancing the overall vitality of the film industry.At the same time, with the improvement of residents 'income levels and the change of consumption concepts, the demand for entertainment consumption is also growing, which provides a broad market space for the film and television theater industry.

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