The development of virtual reality movies and LED digital cinemas will give birth to hundreds of billions of “platform giants” and tens of billions of unicorns.

As of 14:03 on November 28, the box office of the 2025 movie market (including pre-sales) exceeded 47 billion. According to the National Film Administration, the total box office of Chinese movies in 2023 will be 54.915 billion yuan, of which the box office of domestic films will be 46.005 billion yuan, accounting for 83.77%. The number of moviegoers in urban theaters was 1.299 billion. And the top ten box office hits in China that year were all domestic films.

The full-year movie box office in 2024 will reach 42.502 billion yuan. Among them, the box office of domestic films was 33.439 billion yuan, accounting for 78.68%; the number of moviegoers in urban theaters was 1.01 billion. That year's New Year's Day, Spring Festival, and Qingming Festival box office all set new historical records for the period. The May Day box office exceeded the results of the same period last year and entered the top three in period history.

In the first three quarters of 2025, the total national movie box office was 41.952 billion yuan, a year-on-year increase of 21.12%; the total number of moviegoers reached 985 million, a year-on-year increase of 21.16%. Among them, the box office of domestic films was 37.359 billion yuan, accounting for 89.21% of the country’s total box office, an increase of 12.08 percentage points compared with the same period last year.

In September 2025, eight departments including the Ministry of Commerce jointly issued the "Guiding Opinions on Vigorously Developing Digital Consumption to Create a Better Life in the Digital Era", explicitly supporting high-quality creations in film and television and other fields, and developing new forms and businesses such as virtual reality movies and LED digital cinemas. The “major meeting” in October encouraged the cultural industry to actively use new generation information technology and continue to carry out content innovation and industrial upgrading.

Looking forward to the market outlook, the film market will continue its recovery trend in 2025. China Research Institute Puhua predicts that by 2030, the industry will have 3-5 "platform giants" with a market value of over 100 billion yuan, and tens of billions of unicorns will emerge in science fiction movies, video game integration and other tracks.

Specific to the A-share market, the Chinese film market is ushering in new development opportunities driven by policy support, consumption upgrades and content innovation. The A-share film and television sector will directly benefit and is expected to see an increase in valuation. You can pay attention to companies related to investors and distributors of movies whose performance exceeds expectations. (Everbright Securities Micro Information)

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The development of virtual reality movies and LED digital cinemas will give birth to hundreds of billions of “platform giants” and tens of billions of unicorns.

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