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China’s summer movie competition grows fierce_我的网站

一 |     近期，中国台湾地区正在推动一项《能源管理法》修正案，拟要求所有用电负载在5MW以上的商业实体（除学校与医院外）自行建设发电与储能设施。

二 |     

    Moviegoers visit a cinema in Shenyang, Northeast China's Liaoning Province, on August 10, 2026. Photo: VCGAs China's summer movie season enters its final month, a sharp divide is emerging at the box office: A handful of highly anticipated films are drawing strong audience interest, while other titles have opted for release delays or full withdrawals amid fierce market competition.
Among the films currently gaining the most momentum, Chinese comedy-drama Once Upon A Time in the Middle East stands out. 
Starring Shen Teng, directed by Wen Muye and produced by Ning Hao, the film began preview screenings this weekend ahead of its official release on Tuesday, with preview box office surpassing 100 million yuan ($14.82) as of Monday.
Meanwhile, Christopher Nolan's latest film The Odyssey, which is set to hit Chinese theaters on August 19, has started preview screenings in several cities, drawing strong audience interest. Preview screenings in some cinemas in major first-tier cities reached a peak occupancy rate of 100 percent, setting a new record for preview screenings in China.
Many moviegoers have struggled to secure tickets for the Hollywood epic. Lin Xiao, a Beijing resident who attended an IMAX preview screening on Saturday, told the Global Times that she began searching for tickets for The Odyssey three days in advance but found that many premium IMAX theaters had already filled most of their best seats.
She eventually chose a cinema in Beijing's Chaoyang district, where audiences even had to line up before entering the theater.
Despite the difficulty in finding tickets, Lin said the film was worth watching because of its storyline, sound effects and overall cinematic experience. She plans to see it again after its official release.
Lai Li, an analyst at ticketing platform Maoyan, told the Global Times that the two films are currently emerging as the main competitors for this summer's final box-office championship.
However, the accessible storyline and strong cast of Once Upon A Time in the Middle East could help it attract a wider demographic, while The Odyssey may face higher viewing requirements due to its high reliance on IMAX screenings and a storyline rooted in classical literature.
The standout performances of these titles add to an already strong summer season. 
According to data from Maoyan, China's 2026 summer movie season - from June 1 to August 31 - had generated more than 8.7 billion yuan ($1.3 billion) in total box-office revenue, including presales, as of 8 pm on Monday. 
The top three films during the period currently are Stephen Chow's Kung Fu Soccer with 2.26 billion yuan, animated fantasy-comedy All Wishes Come True! with 1.44 billion yuan, and Sony's Spider-Man: Brand New Day with 1.27 billion yuan. 
    A dedicated booth for Spider-Man: Brand New Day at a cinema in Beijng's Chaoyang district Photo: Li Hang/GTAdditionally, the summer box office has exceeded 100 million yuan per day for 30 consecutive days.
The summer movie season in 2025 generated 11.96 billion yuan in total box-office revenue. 
Zhang Peng, a cultural researcher and associate professor at Nanjing Normal University, predicted that 2026's tally would remain at least on par with 2025's performance and could potentially exceed it. 
However, the success of these top earners has also highlighted the intense competition facing other releases.
Most recently, the mystery film Mystery of Chang'an announced on Wednesday that it was moving its release from Saturday to August 22, following what the team called a careful reassessment. 
Two days later, the official account for Flow, the Golden Globe-winning animated feature, said its planned August 15 re-release in the Chinese mainland would be postponed and rescheduled for a later date. 
They join a growing list of titles squeezed out of the summer race, including the re-release of Kill Bill: The Whole Bloody Affair.
As for now, at least nine films have either withdrawn from their scheduled release dates or postponed their premieres, in what some media outlets have described as one of the largest waves of film withdrawals in recent years.
The withdrawals reflect both common challenges facing the industry and the individual circumstances of each production, Zhang said, noting that a major factor behind many of the schedule changes has been box-office pressure. 
In previous cases, films that performed significantly below expectations after release often chose to leave the crowded market rather than continue competing for limited audience attention. 
By changing their release dates, producers hope to avoid further losses and seek a more favorable window for a second chance.
"Withdrawal is a natural decision for a film seeking to stop losses," noted Zhang.
The trend also reflects the intense competition during the summer movie season, traditionally one of China's most important periods for theatrical releases. 
With multiple major productions competing for audience attention, films with weaker market momentum can quickly lose screening slots and exposure, Zhang said.
Beyond Once Upon A Time in the Middle East and The Odyssey, the Chinese film market still has several new titles set to hit cinemas in the coming weeks.
。该修正案将于7月22日提交立法机构审议，一旦获得通过，晶圆代工龙头台积电将面临巨大冲击。

三 |          修法核心变化：从“采购绿电”升级为“自建设施”          据台湾媒体报道，中国台湾地区经济主管部门正主导此次修法，旨在提升半导体及大型数据中心等产业能源用户的自给能力，降低其对电网的过度依赖。

四 |          此次修法与此前的《再生能源发展条例》要求不同。原法规仅要求大型商业用户通过可再生能源抵消其10%的用电量，而新修正案则更进一步，要求用电负载在5兆瓦（MW）及以上的商业实体必须自行设置发电设备及储能设备。

五 |          预计该新规将覆盖超过400家半导体、光电、钢铁、石化工厂及人工智能数据中心，仅学校与医院则将获得豁免。         台积电首当其冲：年耗电量在全台占比将超10%          作为中国台湾地区当之无愧的“用电第一大户”，台积电无疑将面临最大冲击。根据台积电2024年度永续报告书及公开信息，该公司当年在中国台湾地区的厂区总用电量高达255.5亿度，约占中国台湾地区全年总电力消费量的9%。         台积电董事长魏哲家今年6月亦公开表示，公司目前消耗台湾地区约10%的电力，且这一比例可能继续上升。

六 |          有投资者研究分析认为，随着2nm等先进制程扩产，台积电2025年总耗电量可能达到310-330亿度，占中国台湾地区总用电量约10.5%-11.2%。

七 |          台积电岛内产能持续扩大，耗电将持续增长          从产能布局来看，台积电在中国台湾地区的产能占其总产能超过80%，包括：          1、6座12英寸超大晶圆厂（GIGAFAB）          Fab 12：位于新竹科学园区，是台积电的研发中枢，部分产能已用于2nm及更先进制程的技术研发，也是台积电首座12英寸晶圆厂。         Fab 14：位于台南科学园区，以成熟与特殊制程为主，目前主要生产40nm、65nm等制程，未来可能根据市场需求扩充相关产能。         Fab 15：位于中部科学园区，过去是28nm、20nm等制程的重要生产基地，目前正在进行产线调整，以配合公司整体产能布局。

八 |          Fab 18：位于台南科学园区，是台积电先进制程的核心生产基地，全面承担3nm与5nm制程的量产，产能利用率长期处于高位。         Fab 20：位于新竹宝山，是2nm米制程的首发量产基地之一，与高雄的Fab 22共同承担2nm制程的量产任务。据供应链消息，Fab 20的月产能规划约5至6万片。

九 |          Fab 22 位于高雄，是2纳米制程的另一主要量产基地，已于2025年第四季度开始量产，是台积电先进制程扩产的重要一环。而Fab 22的产能规划更为激进，目标是到2028年底月产能达到14.5万至15万片，届时与Fab 20两厂合计2nm月产能有望达到约20万片。

十 |          2、4座8英寸晶圆厂          Fab 3：位于新竹科学园区，主要生产150nm及以上成熟制程的芯片，产品涵盖功率器件、电源管理芯片等。         Fab 5：位于新竹科学园区，同样以150nm及以上成熟制程为主，与Fab 3共同构成台积电8英寸成熟制程产能的基础。         Fab 6：主要生产110nm及以上制程，有市场消息称该厂未来可能转为先进封装用途，但尚未获得官方证实。

十一 |          Fab 8：位于新竹科学园区，同样以110nm及以上成熟制程为主。         台积电四座8英寸晶圆厂的总月产能合计约为52.8万片。

十二 |          3、1座6英寸晶圆厂          Fab 2 是台积电目前唯一的6英寸晶圆厂。

十三 | 根据公开规划，该晶圆厂计划于2027年全面停产，未来厂区可能转型为先进封装或其它业务的据点。

十四 |          4、未来将再建13座先进制程晶圆厂          在7月16日的台积电法说会上，台积电董事长魏哲家强调，台积电未来几年同时将在中国台湾建设13座先进制程晶圆厂，继续在中国台湾发展壮大。台积电的技术和制造将持续协助客户实现创新。

十五 |          除了持续扩大晶圆制造产能之外，台积电在台湾岛内还拥有约6座先进封测厂。目前台积电也在持续扩大先进封测产能。         显然，随着台积电在台湾岛内的2nm及更先进制程的持续扩产，其电力需求将快速增长，毕竟越先进制程的产线耗电量越高，其中EUV光刻机更是耗电大户。         自建电厂挑战艰巨          若《能源管理法》修正案通过，台积电接下来将失去电网供电带来的规模经济优势。以255.5亿度的年用电量计算，自建同等规模的发电与储能设施将是一笔巨大的资本开支，并大幅推高其运营成本。         根据行业惯例，常规火电项目的单位造价约为每千瓦3000至4000元人民币。以此粗略推算，仅建厂成本就可能在900亿至1200亿元人民币（约合新台币4000亿至5300亿元） 级别，这还远未包含后续运营的燃料、维护及财务费用。         据台电官网《各种发电方式之发电成本》报告显示，2025年1至3月，可再生能源购电成本为5.80元新台币/度，天然气发电成本3.01元/度，而核能发电成本仅1.76元/度。

十六 | 由于近年来中国台湾在推动去核化，以高成本电力替代低成本的核电，无疑将增加台电的发电成本，进而对电价形成冲击。

十七 |          对于台积电来说，自建火电厂的初期投资巨大，虽然运营成本相对可控，但是需要获得稳定的燃料供应，而台湾岛内则化石燃料匮乏，严重依赖于进口。

十八 | 这也意味着可能需要面对像今年美伊冲突所导致的能源供应受阻和价格剧烈波动。但如果采用可再生能源发电，不仅将面临巨大的建设成本和运维成本，而且存在严重的供电不稳定性。这也正是台积电等大规模工业用户在考虑自发电时面临的核心经济困境。         此外，随着AI数据中心用电量的爆发式增长，中国台湾地区电力市场正面临前所未有的压力。

十九 | 星星电力总经理关怡婷表示，“大家都知道台积电在台湾地区用电占了10%，他们对绿电的需求确实非常强劲。”          一旦法案通过，不仅台积电，数百家用电大户都将面临能源基础设施的重构。该修正案预计将为企业提供一定的安装缓冲期，并对未达标者设置相应罚款。对于台积电而言，此次能源政策转向，或将成为影响其全球竞争力的关键变量。         编辑：芯智讯-浪客剑。

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Published on:09:58:56