Files
vf_react/public/htmls/春节档重点影片(哪吒2).html
2025-12-05 13:29:18 +08:00

486 lines
29 KiB
HTML
Raw Blame History

This file contains ambiguous Unicode characters

This file contains Unicode characters that might be confused with other characters. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.

<!DOCTYPE html>
<html lang="zh-CN" data-theme="night">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>概念深度研究春节档重点影片哪吒2</title>
<script src="https://cdn.tailwindcss.com"></script>
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/dist/full.min.css" rel="stylesheet" type="text/css" />
<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
<style>
@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
body {
font-family: 'Noto Sans SC', sans-serif;
background-color: #010008;
background-image:
radial-gradient(ellipse at 30% 20%, rgba(57, 10, 102, 0.3) 0%, transparent 60%),
radial-gradient(ellipse at 70% 80%, rgba(18, 55, 122, 0.3) 0%, transparent 60%);
background-attachment: fixed;
color: #e0e0e0;
}
.glass-card {
background: rgba(10, 10, 25, 0.4);
backdrop-filter: blur(20px);
-webkit-backdrop-filter: blur(20px);
border: 1px solid rgba(100, 100, 200, 0.2);
box-shadow: 0 8px 32px 0 rgba(0, 0, 0, 0.37);
transition: all 0.3s ease;
}
.glass-card:hover {
box-shadow: 0 0 40px 0 rgba(71, 147, 255, 0.3);
border-color: rgba(120, 120, 255, 0.4);
}
.fui-header {
font-weight: 500;
color: #cceaff;
text-shadow: 0 0 8px rgba(71, 147, 255, 0.8);
border-left: 3px solid #4793ff;
padding-left: 1rem;
}
.fui-header-2 {
font-weight: 500;
color: #d1bfff;
text-shadow: 0 0 8px rgba(176, 122, 255, 0.7);
}
.highlight-text {
color: #82ffff;
font-weight: 700;
text-shadow: 0 0 5px rgba(130, 255, 255, 0.5);
}
.positive-text {
color: #9effc5;
}
.negative-text {
color: #ff9e9e;
}
.timeline::before {
content: '';
position: absolute;
left: 18px;
top: 0;
bottom: 0;
width: 2px;
background-image: linear-gradient(to bottom, rgba(71, 147, 255, 0), rgba(71, 147, 255, 0.8), rgba(71, 147, 255, 0));
}
.timeline-item::before {
content: '';
position: absolute;
left: 12px;
top: 20px;
width: 14px;
height: 14px;
border-radius: 50%;
background-color: rgba(71, 147, 255, 0.3);
border: 2px solid #4793ff;
box-shadow: 0 0 10px #4793ff;
z-index: 1;
}
</style>
</head>
<body class="min-h-screen p-4 sm:p-6 lg:p-8">
<div class="max-w-7xl mx-auto space-y-8">
<!-- Header -->
<header class="text-center space-y-2">
<h1 class="text-4xl md:text-5xl font-bold text-transparent bg-clip-text bg-gradient-to-r from-cyan-300 to-indigo-400 py-2">
概念深度研究春节档重点影片哪吒2
</h1>
<p class="text-xs text-gray-400">
北京价值前沿科技有限公司 AI投研agent“价小前投研” 进行投研呈现。本报告为AI合成数据投资需谨慎。
</p>
</header>
<!-- Bento Grid Dashboard -->
<section class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-6">
<div class="glass-card rounded-2xl p-6 flex flex-col justify-center items-center text-center col-span-1 md:col-span-2 lg:col-span-1">
<h3 class="text-lg font-semibold text-slate-300">猫眼预测总票房</h3>
<p class="text-5xl font-bold highlight-text tracking-tight">87.38 <span class="text-2xl text-slate-400 font-medium">亿元</span></p>
<p class="text-xs text-slate-500 mt-2">有望刷新中国影史票房纪录</p>
</div>
<div class="glass-card rounded-2xl p-6 flex flex-col justify-center items-center text-center">
<h3 class="text-lg font-semibold text-slate-300">豆瓣口碑评分</h3>
<p class="text-5xl font-bold highlight-text">8.6</p>
<p class="text-xs text-slate-500 mt-2">高口碑驱动票房“连续逆跌”</p>
</div>
<div class="glass-card rounded-2xl p-6 flex flex-col justify-center items-center text-center col-span-1 md:col-span-2 lg:col-span-2">
<h3 class="text-lg font-semibold text-slate-300">核心成就</h3>
<p class="text-2xl font-bold highlight-text">中国影史春节档票房冠军</p>
<p class="text-xs text-slate-500 mt-2">打破16项影史纪录进入全球影史票房榜前50</p>
</div>
</section>
<!-- Box Office Chart -->
<section class="glass-card rounded-2xl p-6">
<h2 class="fui-header text-2xl mb-4">票房表现 & 市场预期演化</h2>
<div id="boxOfficeChart" style="width: 100%; height: 400px;"></div>
</section>
<!-- Insight Analysis -->
<main class="space-y-8">
<div class="glass-card rounded-2xl p-6 md:p-8">
<h2 class="fui-header text-2xl mb-6">核心观点摘要</h2>
<p class="text-slate-300 leading-relaxed">《哪吒之魔童闹海》概念已经历了从“高期待”到“强验证”的完整周期,其核心驱动力是 <span class="highlight-text">顶级IP与卓越内容质量的结合</span>,引爆了存量观影需求。目前,该概念已从单一的事件驱动型主题炒作,完全过渡到由 <span class="highlight-text">强劲基本面影片票房和IP衍生价值驱动的价值重估阶段</span>。其成功不仅为核心公司光线传媒带来历史级业绩弹性更重塑了市场对国产动画电影工业化水平和IP长线运营价值的认知。</p>
</div>
<div class="glass-card rounded-2xl p-6 md:p-8">
<h2 class="fui-header text-2xl mb-6">核心事件时间轴</h2>
<div class="relative timeline pl-10">
<div class="relative pb-8 timeline-item">
<p class="text-sm text-cyan-300">2024年6月19日 (酝酿期)</p>
<p class="text-slate-300">路演信息显示《哪吒2》存延期至2025年风险市场高度关注但档期与主控方不确定。</p>
</div>
<div class="relative pb-8 timeline-item">
<p class="text-sm text-cyan-300">2024年12月10日 (正式催化)</p>
<p class="text-slate-300">《哪吒之魔童闹海》官宣定档2025年春节档由光线传媒主投成为市场焦点。</p>
</div>
<div class="relative pb-8 timeline-item">
<p class="text-sm text-cyan-300">2025年1月19日 (预售验证期)</p>
<p class="text-slate-300">影片预售开启,首日斩获 <span class="highlight-text">3000万</span> 票房,初步验证强大市场号召力。</p>
</div>
<div class="relative pb-8 timeline-item">
<p class="text-sm text-cyan-300">2025年1月28日 - 2月5日 (爆发期)</p>
<p class="text-slate-300">上映后口碑与票房双炸裂,豆瓣评分高达 <span class="highlight-text">8.6分</span>出现“连续逆跌”罕见走势排片占比从23.2%飙升至50%以上,形成“虹吸效应”。</p>
</div>
<div class="relative pb-0 timeline-item">
<p class="text-sm text-cyan-300">2025年2月 (价值重估期)</p>
<p class="text-slate-300">接连打破 <span class="highlight-text">16项</span> 影史纪录,成为中国影史春节档票房冠军。猫眼预测票房飙升至 <span class="highlight-text">87亿</span> 以上衍生品全国脱销IP价值全面验证。</p>
</div>
</div>
</div>
<div x-data="{ open: true }" class="glass-card rounded-2xl">
<div @click="open = !open" class="cursor-pointer p-6 md:p-8">
<div class="flex justify-between items-center">
<h2 class="fui-header text-2xl">核心逻辑与市场认知分析</h2>
<svg :class="{'rotate-180': open}" class="w-6 h-6 text-cyan-300 transition-transform" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7"></path></svg>
</div>
</div>
<div x-show="open" x-collapse class="px-6 md:px-8 pb-8 space-y-6">
<div>
<h3 class="fui-header-2 text-lg mb-2">核心驱动力</h3>
<ul class="list-disc list-inside space-y-2 text-slate-300">
<li><strong class="font-semibold text-slate-100">强大IP基础</strong>前作50亿票房神话与“我命由我不由天”的文化出圈积累了无与伦比的国民认知度。</li>
<li><strong class="font-semibold text-slate-100">内容为王,口碑驱动:</strong>豆瓣8.6分高口碑,故事与情感内核精准抓住成年观众共鸣,是实现“连续逆跌”的根本。</li>
<li><strong class="font-semibold text-slate-100">工业化体系支撑:</strong>长达5年的制作周期与高水准特效标志着国产动画电影工业化体系日趋成熟。</li>
<li><strong class="font-semibold text-slate-100">IP衍生经济闭环</strong>系统化开发衍生品,与泡泡玛特等头部品牌合作,盲盒、手办热销,打开第二增长曲线。</li>
</ul>
</div>
<div>
<h3 class="fui-header-2 text-lg mb-2">预期差分析</h3>
<p class="text-slate-300 mb-2">本次事件最大的特点是出现了巨大的 <span class="positive-text font-semibold">正向预期差</span></p>
<ul class="list-disc list-inside space-y-2 text-slate-300">
<li><strong class="font-semibold text-slate-100">票房天花板预期差:</strong>最终70-80亿+的票房预测相比映前40亿左右的预测存在近乎 <span class="highlight-text">翻倍</span> 的预期差。</li>
<li><strong class="font-semibold text-slate-100">口碑持续性预期差:</strong>市场未预见到其口碑能强劲到引发“连续逆跌”并形成碾压式的“虹吸效应”。</li>
<li><strong class="font-semibold text-slate-100">衍生品商业化预期差:</strong>衍生品火爆程度(盲盒全国脱销、二手市场溢价)超出市场想象,此前未被充分计价。</li>
</ul>
</div>
</div>
</div>
<div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
<div class="glass-card rounded-2xl p-6 md:p-8">
<h2 class="fui-header text-2xl mb-6">关键催化剂与未来发展路径</h2>
<div>
<h3 class="fui-header-2 text-lg mb-2">近期催化剂 (未来3-6个月)</h3>
<ul class="list-disc list-inside space-y-2 text-slate-300">
<li>最终票房数据落定,能否登顶影史第一。</li>
<li><span class="highlight-text">光线传媒Q1财报</span> 公布,验证巨额利润。</li>
<li>衍生品具体销售数据公布量化IP价值。</li>
<li>海外发行表现超预期。</li>
</ul>
</div>
<div class="mt-6">
<h3 class="fui-header-2 text-lg mb-2">长期发展路径</h3>
<ul class="list-disc list-inside space-y-2 text-slate-300">
<li><strong class="text-slate-100">IP宇宙化</strong>加速推进“封神宇宙”,构建内容护城河。</li>
<li><strong class="text-slate-100">IP运营常态化</strong>从单片开发走向覆盖玩具、游戏、实景娱乐的全产业链运营。</li>
<li><strong class="text-slate-100">动画工业化深化:</strong>投资AI等新技术巩固行业龙头地位。</li>
</ul>
</div>
</div>
<div class="glass-card rounded-2xl p-6 md:p-8">
<h2 class="fui-header text-2xl mb-6">潜在风险与挑战</h2>
<div>
<h3 class="fui-header-2 text-lg mb-2">商业化风险</h3>
<ul class="list-disc list-inside space-y-2 text-slate-300">
<li class="negative-text">成功路径的可复制性风险,后续作品能否达到同等高度存疑。</li>
<li class="negative-text">IP衍生品热度与电影绑定长线运营面临挑战。</li>
<li class="negative-text">高昂的制作与宣发成本合计超7亿若票房不及预期将面临巨大亏损。</li>
</ul>
</div>
<div class="mt-6">
<h3 class="fui-header-2 text-lg mb-2">政策与竞争风险</h3>
<ul class="list-disc list-inside space-y-2 text-slate-300">
<li class="negative-text">文化审查是所有影视内容的固有风险。</li>
<li class="negative-text">未来档期必然面临其他重磅影片的激烈竞争。</li>
</ul>
</div>
</div>
</div>
<div class="glass-card rounded-2xl p-6 md:p-8">
<h2 class="fui-header text-2xl mb-6">综合结论与投资启示</h2>
<p class="text-slate-300 leading-relaxed mb-4"><strong>最终看法:</strong>《哪吒2》概念已完成从主题炒作到基本面驱动的华丽转身并进入了 <span class="highlight-text">价值发现和重估的核心阶段</span>。其意义超越了一部电影的成败为中国电影市场展示了“高质量内容IP化、系列化、产业化”的清晰范本和巨大潜力。</p>
<h3 class="fui-header-2 text-lg mb-2">最具投资价值的环节</h3>
<ul class="list-disc list-inside space-y-2 text-slate-300">
<li><strong>核心IP持有与运营方</strong> <span class="highlight-text">光线传媒</span> 无疑是本轮概念中最具确定性和价值的标的其价值已转变为对其整个动画电影战略和IP宇宙长期价值的重估。</li>
<li><strong>头部IP衍生品开发商</strong><span class="highlight-text">泡泡玛特</span> 为代表的潮玩公司以及在图书、卡牌等细分领域与顶级IP深度绑定的上市公司有望受益于电影IP变现空间的持续扩大。</li>
</ul>
</div>
<!-- Stock Tables -->
<section class="space-y-8">
<div class="glass-card rounded-2xl p-6 md:p-8">
<h2 class="fui-header text-2xl mb-4">《哪吒2》核心及衍生标的</h2>
<div class="overflow-x-auto">
<table class="table w-full">
<thead class="text-sm text-cyan-200">
<tr>
<th class="bg-transparent">股票名称</th>
<th class="bg-transparent">股票代码</th>
<th class="bg-transparent">关联原因</th>
<th class="bg-transparent">标签</th>
</tr>
</thead>
<tbody class="text-slate-300">
<tr class="hover:bg-gray-800/30">
<td class="bg-transparent">光线传媒</td>
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=300251" target="_blank" class="text-blue-400 hover:underline">300251</a></td>
<td class="bg-transparent">《哪吒之魔童闹海》出品方</td>
<td class="bg-transparent"><div class="badge badge-primary badge-outline">核心出品</div></td>
</tr>
<tr class="hover:bg-gray-800/30">
<td class="bg-transparent">丝路视觉</td>
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=300556" target="_blank" class="text-blue-400 hover:underline">300556</a></td>
<td class="bg-transparent">为《哪吒之魔童闹海》提供特效 (旗下瑞云科技)</td>
<td class="bg-transparent"><div class="badge badge-accent badge-outline">特效制作</div></td>
</tr>
<tr class="hover:bg-gray-800/30">
<td class="bg-transparent">中信出版</td>
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=300788" target="_blank" class="text-blue-400 hover:underline">300788</a></td>
<td class="bg-transparent">《哪吒之魔童闹海》图书周边</td>
<td class="bg-transparent"><div class="badge badge-secondary badge-outline">IP衍生</div></td>
</tr>
<tr class="hover:bg-gray-800/30">
<td class="bg-transparent">京华激光</td>
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=603607" target="_blank" class="text-blue-400 hover:underline">603607</a></td>
<td class="bg-transparent">《哪吒之魔童闹海》卡牌周边</td>
<td class="bg-transparent"><div class="badge badge-secondary badge-outline">IP衍生</div></td>
</tr>
<tr class="hover:bg-gray-800/30">
<td class="bg-transparent">华立科技</td>
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=301011" target="_blank" class="text-blue-400 hover:underline">301011</a></td>
<td class="bg-transparent">《哪吒之魔童闹海》游戏周边</td>
<td class="bg-transparent"><div class="badge badge-secondary badge-outline">IP衍生</div></td>
</tr>
<tr class="hover:bg-gray-800/30">
<td class="bg-transparent">金逸影视</td>
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=002905" target="_blank" class="text-blue-400 hover:underline">002905</a></td>
<td class="bg-transparent">《哪吒之魔童闹海》院线</td>
<td class="bg-transparent"><div class="badge badge-info badge-outline">院线</div></td>
</tr>
<tr class="hover:bg-gray-800/30">
<td class="bg-transparent">四川文旅</td>
<td class="bg-transparent">--</td>
<td class="bg-transparent">《哪吒之魔童闹海》旅游概念</td>
<td class="bg-transparent"><div class="badge badge-warning badge-outline">文旅概念</div></td>
</tr>
<tr class="hover:bg-gray-800/30">
<td class="bg-transparent">成都路桥</td>
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=002628" target="_blank" class="text-blue-400 hover:underline">002628</a></td>
<td class="bg-transparent">《哪吒之魔童闹海》旅游概念</td>
<td class="bg-transparent"><div class="badge badge-warning badge-outline">文旅概念</div></td>
</tr>
<tr class="hover:bg-gray-800/30">
<td class="bg-transparent">峨眉山</td>
<td class="bg-transparent">--</td>
<td class="bg-transparent">《哪吒之魔童闹海》旅游概念</td>
<td class="bg-transparent"><div class="badge badge-warning badge-outline">文旅概念</div></td>
</tr>
</tbody>
</table>
</div>
</div>
<div class="glass-card rounded-2xl p-6 md:p-8">
<h2 class="fui-header text-2xl mb-4">同档期竞争影片相关标的</h2>
<div class="overflow-x-auto">
<table class="table w-full">
<thead class="text-sm text-cyan-200">
<tr>
<th class="bg-transparent">股票名称</th>
<th class="bg-transparent">股票代码</th>
<th class="bg-transparent">关联影片</th>
</tr>
</thead>
<tbody class="text-slate-300">
<tr class="hover:bg-gray-800/30">
<td class="bg-transparent">万达电影</td>
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=002739" target="_blank" class="text-blue-400 hover:underline">002739</a></td>
<td class="bg-transparent">《唐探 1900》、《熊出没·重启未来》</td>
</tr>
<tr class="hover:bg-gray-800/30">
<td class="bg-transparent">中国电影</td>
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=600977" target="_blank" class="text-blue-400 hover:underline">600977</a></td>
<td class="bg-transparent">《唐探 1900》、《射雕英雄传:侠之大者》、《熊出没·重启未来》</td>
</tr>
<tr class="hover:bg-gray-800/30">
<td class="bg-transparent">北京文化</td>
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=000802" target="_blank" class="text-blue-400 hover:underline">000802</a></td>
<td class="bg-transparent">《封神第二部:战火西岐》</td>
</tr>
<tr class="hover:bg-gray-800/30">
<td class="bg-transparent">横店影视</td>
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=603103" target="_blank" class="text-blue-400 hover:underline">603103</a></td>
<td class="bg-transparent">《射雕英雄传:侠之大者》</td>
</tr>
<tr class="hover:bg-gray-800/30">
<td class="bg-transparent">博纳影业</td>
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=001330" target="_blank" class="text-blue-400 hover:underline">001330</a></td>
<td class="bg-transparent">《蛟龙行动》</td>
</tr>
<tr class="hover:bg-gray-800/30">
<td class="bg-transparent">华强方特</td>
<td class="bg-transparent">--</td>
<td class="bg-transparent">《熊出没·重启未来》</td>
</tr>
</tbody>
</table>
</div>
</div>
</section>
</main>
</div>
<script>
document.addEventListener('DOMContentLoaded', function () {
var chartDom = document.getElementById('boxOfficeChart');
var myChart = echarts.init(chartDom, 'dark');
var option;
option = {
backgroundColor: 'transparent',
tooltip: {
trigger: 'axis',
axisPointer: {
type: 'cross',
label: {
backgroundColor: '#6a7985'
}
},
formatter: function (params) {
let res = params[0].name + '<br/>';
params.forEach(param => {
res += param.marker + ' ' + param.seriesName + ': ' + param.value + ' 亿元<br/>';
});
return res;
}
},
legend: {
data: ['累计票房', '媒体映前预测'],
textStyle: {
color: '#ccc'
}
},
grid: {
left: '3%',
right: '4%',
bottom: '3%',
containLabel: true
},
xAxis: [
{
type: 'category',
boundaryGap: false,
data: ['预售开启', '春节档中段', '破30亿', '破35亿', '破54亿', '春节档结束', '最终预测'],
axisLine: {
lineStyle: {
color: 'rgba(255, 255, 255, 0.3)'
}
},
axisLabel: {
color: '#ccc'
}
}
],
yAxis: [
{
type: 'value',
name: '票房(亿元)',
axisLine: {
lineStyle: {
color: 'rgba(255, 255, 255, 0.3)'
}
},
splitLine: {
lineStyle: {
color: 'rgba(255, 255, 255, 0.1)'
}
},
axisLabel: {
color: '#ccc'
}
}
],
series: [
{
name: '累计票房',
type: 'line',
stack: 'Total',
smooth: true,
lineStyle: {
width: 2,
color: '#00ffff',
shadowColor: 'rgba(0, 255, 255, 0.5)',
shadowBlur: 10
},
showSymbol: false,
areaStyle: {
opacity: 0.8,
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
{ offset: 0, color: 'rgba(0, 255, 255, 0.3)' },
{ offset: 1, color: 'rgba(0, 255, 255, 0)' }
])
},
emphasis: {
focus: 'series'
},
data: [0.3, 25, 30, 35.62, 54.14, 74.63, 87.38]
},
{
name: '媒体映前预测',
type: 'line',
smooth: true,
lineStyle: {
width: 2,
type: 'dashed',
color: '#f97316'
},
showSymbol: false,
emphasis: {
focus: 'series'
},
data: [38, 38, 38, 38, 38, 38, 38]
}
]
};
option && myChart.setOption(option);
window.addEventListener('resize', myChart.resize);
});
</script>
</body>
</html>