金吾财讯 | 华泰证券研报指，据猫眼专业版，25年五一档（5月1日-5月5日）总票房约7.51亿元（含服务费，下同），较24年五一档的15.27亿元下滑50.82%。观影人次1902万人，同降49.68%；平均票价约39.5元，较24同期的40.4元降低约0.9元。25年春节档票房创历史新高，但3月后行业较为冷清，清明、五一档票房均较为低迷，该行认为主因优质内容缺乏，后续需关注优质内容供给情况。该行指，25年以来电影行业呈总体复苏态势，至5月4日，25年电影票房累计达262.43亿，同增29.6%。但主要增长来自于春节档，尤其是《哪咤之魔童闹海》的贡献。25年春节档以95.14亿票房刷新历史新高。进入3月后，行业表现偏弱，主因优质内容缺乏，市场无重磅项目上映。行业当前呈现票房分布冷热不均的趋势，头部电影优先考虑春节档、暑期档、国庆档上映，对于其他档期不够重视，后续需关注优质影片供给，并期待形成更为均衡的票房分布态势。国产片方面，《长安的荔枝》《浪浪山小妖怪》将于暑假上映；进口片《新·驯龙高手》也已定档，期待市场表现。
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