第一财经

Box office hits tens of millions; the counter-intuitive movie "Niulai" becomes a dark horse in the summer season.

原文:票房冲上千万,反套路《牛来》成暑期档黑马

Summary of Key Points

"Niulai" is a domestically produced animation with rough production values, comparable to Flash animations from 20 years ago. Created by a mother and son team with backgrounds in the decoration industry over a period of five years, it received almost no attention before its release, with only 7,711 yuan in box office sales in the nine days leading up to its debut. However, through the spread of short video footage, the use of a pun related to the stock market term "bull market," audience fatigue with highly polished industrialized films, and collective meme-making, it experienced a dramatic turnaround: its daily box office increased by 1,000 times to 876,000 yuan, and the number of screenings soared from 16 to 2,322. The film has now surpassed ten million in cumulative box office revenue, with predictions suggesting a total of over 89 million yuan, making it the biggest surprise hit of the summer season. Its success was not due to its quality but rather because it served as a medium for audience expression and social meme-sharing, achieving a market miracle that defied conventional expectations.

From "Ignored" to "Box Office Explosion": An Unexpected Turnaround

In the first nine days, "Niulai" was virtually invisible in theaters—reaching only 7,711 yuan in sales, with an average daily revenue of less than 900 yuan and fewer than 300 viewers. The distributors initially advised the director to cancel the project, believing no one would watch it.

The turning point came on August 14th when someone posted a clip of the film on a short-video platform (despite theater bans on filming). The crude animation, lagging movements, and cheesy dialogue with spelling mistakes left viewers puzzled: "Could this really be a 2026 animated movie?" This sense of disbelief piqued their curiosity, prompting them to go to the theaters to see for themselves.

On August 15th, the daily box office exploded to 876,000 yuan (a 1,000-fold increase), and the number of screenings skyrocketed to 2,322. Fans in Shanghai and Wuhan even created the word "niu" (bull) by arranging their seat selections on theater screens. The theater manager said, "We started with just one screening as a test, but it sold out so quickly that we had to add more shows." With box office revenue now exceeding ten million and forecasts reaching nearly 90 million yuan, the outcome far exceeded everyone's expectations.

The Three Key Drivers of Its Success

The success of "Niulai" can be attributed to three unexpected factors:

1. Stock Market Memes: The title "Niulai" sounds similar to "bull market," and investors were highly sensitive to this phrase. Some comments read, "Supporting Niulai is supporting the bull market," and they even interpreted a line where the little bull stumbles over a stone as a metaphor for the A-share market's downturn. This spontaneous promotion by investors brought in a large audience.

2. Illegal Video Sharing: Although filming in theaters was prohibited, the crude clips went viral on short-video platforms, raising curiosity and encouraging more people to check out the film.

3. Cross-Cultural Memes: Korean artist Joo Ah-sin's comment, "Who wouldn't want to watch Niulai eagerly?" became a common joke among fans in both China and Korea, further expanding its reach.

A Victory Against Conventional Trends

The 2026 summer season was filled with high-budget films like "Kung Fu Women's Football" and "Welcome to Long Restaurant," which featured advanced special effects and extensive marketing. After watching so many perfect movies, audiences were tired of them—like having daily feasts and suddenly craving something more casual. "Niulai," with its lack of fancy effects and a non-professional team, even including spelling mistakes in the dialogue, offered a refreshing contrast. This "roughness" became its selling point; people went to see it not for the animation itself but as a way to escape the fatigue from these polished productions.

Audience-Driven Innovation

The popularity of "Niulai" was largely driven by audience interaction:

  • Collective Activities: In theaters, viewers laughed at the dialogue, filmed scenes with their phones (turning it into a social ritual), and clapped spontaneously after the movie. The film itself became secondary to the laughter and interaction.
  • Parodic Reviews: On platforms like Douban, many gave five-star ratings not because of the film's quality but because they found it hilarious. Some even created "Niulai"-related interpretations, combining elements from the film with current memes.
  • Social Sharing: Fans shared their experiences on social media, such as arranging seats in the shape of the word "niu" and exchanging related items, encouraging more people to join in the fun.

In the past, a movie's success relied on marketing and professional reviews. "Niulai" demonstrates that audiences can generate momentum on their own, turning what was once considered a flop into a social phenomenon.

Insights from Its Success

The production team behind "Niulai" came from a decoration company, with the director and his mother working alone for five years, handling all roles including directing, writing, and voiceover. Their success highlights:

1. Differentiation is Key for Low-Budget Films: In a market dominated by big-budget films, uniqueness can be more effective than imitation.

2. The Power of Audiences: Audiences are no longer passive recipients of marketing; they actively participate in sharing and influencing film success.

3. Emotional Value Over Quality: What "Niulai" provided was not just a good animation but an opportunity for relaxation, material for creating memes, and an outlet for emotions—these aspects resonate more with contemporary young people than simply high visual quality.

In summary, the sudden popularity of "Niulai" is not accidental. It represents a rejection of the fatigue towards industrialized, polished film aesthetics and a testament to how ordinary people can use their creativity to break into the market. Sometimes, imperfection can be more powerful.