Evidence:
Shanghai has 3 stores that sell film full time as their primary product. They are *film* stores, not camera stores. I know the owners very well. They all report robust sales that are increasing year on year. They could be lying but I don't doubt them as their stores are very active and busy.
These stores *cannot* get Kodak HC-110 anymore directly from Kodak. If they can score some gray market, they will sell it. But lately they have not even been able to find any through any channel. I have purchased HC-110 from these stores in the past.
Further, in the past getting Portra film has been *very* sketchy. I havent tried lately so I dont know the current situation. However, if you look at the shelves on the stores, the space devoted to Kodak has shrunk considerably. In my favorite store, FOMA gets far more shelf space than Kodak.
Elsewhere in this photography mall are about 3 dozen if not more stores that sell nothing but used cameras. You name it, you can find it here. Any film camera you want is almost certainly here. Brisk business trading these film cameras. I doubt anyone is getting rich, but damn, it is sure fun to browse there.
Elsewhere, the lab where I get my C41 and E6 film processed says that their sales are going up very well. Turnaround time to get my film back has gone from 3 days when I first started using them up to 7 or 8 days minimum. They apologize but say that the work load simply demands longer times.
This lab also has stopped carrying some Kodak films (they sell film by mail order), due to inability to acquire stock.