智通财经APP获悉，电影概念股继续走低，截至发稿，欢喜传媒(01003)跌6.54%，报0.243港元；猫眼娱乐(01896)跌3.45%，报6.16港元；橙天嘉禾(01132)跌2.78%，报0.07港元。
消息面上，春节档电影票房收官，2026年春节档电影总票房表现同比双位数下滑。根据猫眼研究院发布2026春节档数据洞察，截至2月24日，2026年春节档总票房57.52亿，同比下降39.5%。观影人次1.20亿，同比下降35.8%。票价同比下调5.9%，降至近年最低，三四线下滑幅度大。
国信证券发布研报称，短期从排片的角度来看，目前2026年片单中缺乏头部IP影片和特效大片，短期内供给端承压，且影视院线类公司经营杠杆较高，收入如果下滑将对利润率造成较大影响；中长期来看，海内外AI视频技术突破。有望推动AI漫剧和短剧等短视频以及电视剧和电影等长视频的供给改善。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.