Zhongtai Securities: Box office sales in the summer season are warming up, optimistic about the multi-dimensional opportunities in the film and television industry chain.
Zhongtai Securities released a research report stating that according to Top Data, as of 2 p.m. on August 4, 2025, the total box office revenue for the 2025 summer season is 7.054 billion yuan, with a total of 186 million viewers, 27.5036 million screenings, and an average ticket price of 37.9 yuan. The films "Stray Mountain Little Monster" released on August 2, "East Pole Island" released on August 8, and "731" released on September 18 are expected to continue to support future box office revenues. The box office revenue for the 2024 summer season was 11.641 billion yuan, and this year is expected to achieve a significant year-on-year improvement. Zhongtai Securities believes that with the rich supply of high-quality films this summer, the film summer season is expected to perform well. Zhongtai Securities is optimistic about investing in various dimensions such as companies related to film content reserves, film theater channels, online ticketing platforms, and film copyright operations. It is recommended to pay attention to Shanghai Film, Wanda Film, Hengdian Film and Television, China Film, Maoyan Entertainment, Damai Entertainment, Jetin Stock, Chinese Online, etc.
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