智通财经APP获悉，电影概念股跌幅居前，截至发稿，猫眼娱乐(01896)跌6.86%，报6.38港元；欢喜传媒(01003)跌5.26%，报0.27港元；IMAX中国(01970)跌2.95%，报8.23港元。
消息面上，2026年春节档总票房以57.52亿元的成绩收官，同比下降约40%；观影人次较25年同比降36.2%，平均票价较去年春节档的50.8元大幅下调接近3元。华鑫证券表示，26年春节档除《飞驰人生3》和《镖人：风起大漠》外，其他电影成绩均不及映前媒体预期。在观众选择的决定因素中，内容质量至关重要，行业仍需在产品打磨上精耕细作，提升品控和工业化水准。
东吴证券则表示，2026春节档有更多的排片，但却面临更低的票房和观影人次。截至正月初五，今年春节档票房累计只有43.6亿元，而2021-2025年同期平均为61亿元，今年春节档票房低于往年。但春节档票房低于往年并不意味着消费需求走弱，更多是供给侧因素。
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