巨星传奇(06683)再涨超9%，截至发稿，涨7.73%，报13.38港元，成交额3.42亿港元。 消息面上，巨星传奇发布公告称，公司全资附属公司星创艺(昆山)文娱有限公司与杭州宇树科技订立合 作协议书。巨星传奇及宇树科技将互为全球范围内的战略合作伙伴关系，并将首先在具有陪伴功能与社 交属性的四足机器狗/机器人开发及商业化领域开展合作，共同打造具有较强IP属性的消费级机器人产 品。 透过此次合作，巨星传奇将深度挖掘智能机器人在演唱会、表演秀等场景的商业化价值。据了解，巨星 传奇将负责相关演艺活动的策划、编导及落地执行，将机器人表演作为创新单元系统性植入演唱会、综 艺、直播等场景，以此深度渗透并强化其明星IP矩阵。 ...

Market Overview - On July 30, the Hong Kong stock market saw a net inflow of 11.714 billion HKD from Northbound trading, with 6.427 billion HKD from Shanghai Stock Connect and 5.287 billion HKD from Shenzhen Stock Connect [2] Top Net Buy and Sell Stocks - The stocks with the highest net inflows included Li Auto-W (02015), CSPC Pharmaceutical Group (01093), and Meituan-W (03690) [2] - The stocks with the highest net outflows were SMIC (00981), Innovent Biologics (01801), and Guotai Junan International (01788) [2] Stock Performance - Li Auto-W (02015) experienced a significant drop of nearly 13%, but Northbound funds purchased 2.093 billion HKD worth of shares [7] - CSPC Pharmaceutical Group (01093) and Kangfang Bio (09926) saw net inflows of 872 million HKD and 30.84 million HKD, respectively, while Innovent Biologics (01801) faced a net outflow of 121 million HKD [7] - Tencent Holdings had a net inflow of 4.36 billion HKD, while Alibaba-W (09988) saw a net inflow of 1.76 billion HKD [3] Industry Insights - The introduction of Li Auto's first pure electric SUV, the i8, priced from 321,800 RMB, is expected to shift consumer preference towards new electric models [7] - HSBC's report indicates that the domestic pharmaceutical sector has outperformed the market this year, with expectations for strong momentum to continue [7] - Notably, Novo Nordisk has downgraded its 2025 earnings guidance, anticipating a significant decline in sales and profit growth [7] Additional Developments - Giant Legend (06683) received a net inflow of 175 million HKD after announcing a strategic partnership with Yuzhu Technology for the development of consumer-grade robotic products [8] - SMIC (00981) faced a net outflow of 205 million HKD due to reduced orders from major IC design firms, impacting production capacity and profitability [9]

巨星传奇就与宇树科技的合作回应称，双方联合开发的主要是具有陪伴功能与社交属性的消费级机器 人，除了家庭使用外，还会应用于演唱会、表演秀等演艺领域。 对于开发消费级机器人的资金规划，其进一步表示，前不久公司宣布启动配售，计划将约38.2%（约 1.24亿港元）用于扩展零售渠道网络，包括自动贩卖机及智能机械设备，"其中，智能机械设备涵盖了 此次和宇树科技合作的机器人，初步资金规划可以关注公司配售完成后的资金运用计划。" （21财经） ...

Group 1 - The core viewpoint of the article is that Giant Star Legend Group Limited has entered into a cooperation agreement with Hangzhou Yushu Technology Co., Ltd. to develop and commercialize quadruped robotic dogs with social attributes and companionship functions [1] - The collaboration will focus on creating consumer-grade robotic products with strong IP attributes, with Giant Star Legend responsible for IP planning, design, AI interaction, and global marketing strategies [1] - Yushu Technology will handle the foundational aspects, hardware development, production, and related application research for the cooperative products [1] Group 2 - Both companies will jointly promote and sell the cooperative products, marking an important attempt by Giant Star Legend to extend its IP business into a new industrial ecosystem [1] - This partnership aims to innovate business models in the high-tech sector, providing new market opportunities and commercial value for both parties [1]

Core Viewpoint - The stock of Giant Legend has surged significantly, driven by a partnership with Hangzhou Yushu Technology and the influence of celebrity Jay Chou, resulting in a nearly 200% increase since July [1][3][6]. Company Developments - Giant Legend's subsidiary, Xing Chuang Yi Entertainment, has entered a strategic partnership with Hangzhou Yushu Technology to develop consumer-grade robots with strong IP attributes [3]. - The collaboration will focus on four-legged robotic dogs or humanoid robots, with Giant Legend handling IP planning, design, and global marketing strategies, while Yushu Technology will manage technical and hardware development [3]. - The company aims to leverage this partnership to enhance its competitive edge in the entertainment industry, particularly in live performances and shows [3]. Stock Performance - The stock price of Giant Legend experienced a dramatic increase, rising over 36% in a single trading session [4]. - Following Jay Chou's entry into Douyin (TikTok), the stock saw a surge of over 180% within a few days, indicating strong market reaction to celebrity endorsements [1][6]. Financial Performance - In 2024, Giant Legend reported a revenue of 584 million yuan, marking a year-on-year growth of 35.75%, with a net profit of 56.05 million yuan, up 62.4% [6]. - The company's IP creation and operation business generated over half of its revenue, amounting to 314 million yuan [6]. Market Trends - The collaboration between Giant Legend and Yushu Technology exemplifies the effective use of celebrity influence to drive market value, showcasing a unique monetization path through IP and retail [8]. - The trend of integrating popular IPs with consumer products is gaining traction, particularly among younger demographics, as seen with the rise of collectible toys and related merchandise [8].

Group 1 - The core point of the news is the significant stock price surge of Giant Legend, driven by strategic partnerships and celebrity influence, particularly involving Jay Chou [1][2][5] - Giant Legend's stock price increased over 36% in a single trading session, with a total increase of nearly 200% since July [1][3] - The company announced a strategic partnership with Hangzhou Yushu Technology to develop consumer-grade robots, enhancing its IP and marketing capabilities [2][4] Group 2 - Giant Legend's revenue for 2024 reached 584 million yuan, a year-on-year increase of 35.75%, with a net profit of 56.05 million yuan, up 62.4% [4] - The company focuses on IP creation and operation, with its IP business contributing over 50% of total revenue [4] - The collaboration with Yushu Technology and the existing partnership with Pop Mart highlight the company's strategy of leveraging celebrity IP for market growth [5][6]

7月30日早盘，巨星传奇股价暴涨近30%。截至记者发稿前，涨幅为25.8%。7月30日早间，巨星传奇公 告，旗下全资附属公司星创艺(昆山)文娱有限公司与宇树科技订立合作协议书。 双方将在具有陪伴功能与社交属性的四足机器狗或机器人领域开展合作，共同打造具有较强IP属性的消 费级机器人产品。巨星传奇负责合作产品核心的IP规划、设计、AI交互，并将主导全球化营销策略等； 而宇树科技将负责合作产品的技术、硬件研发及生产，和相关应用程式的研发等。双方将共同负责合作 产品的推广与渠道销售。 21世纪经济报道记者 杨坪 深圳报道 在与宇树科技的"跨次元"合作下，"周杰伦概念股"巨星传奇再迎暴涨。 今年7月初，周杰伦以"周同学"的账号入驻抖音后，巨星传奇股价更是一飞冲天，四个交易日累计暴涨 180.79%。加上此次与宇树科技合作引发的股价上涨，今年以来巨星传奇股价累计已上涨188%，总市值 122亿元。 从基本面上看，2024财年，巨星传奇营收5.84亿元，同比增35.8%；IP业务收入3.14亿元，同比增长 65.1%，全年归属母公司净利润5605.40万元，同比增长62.40%。 此前，巨星传奇执行董事兼首席财务官赖国辉 ...

Core Viewpoint - The announcement of a strategic partnership between Giant Legend (06683) and Hangzhou Yushu Technology has led to a significant increase in the company's stock price, reflecting positive market sentiment towards the collaboration in the consumer robotics sector [1] Group 1: Partnership Details - Giant Legend's wholly-owned subsidiary, Xing Chuang Yi (Kunshan) Culture and Entertainment, has signed a cooperation agreement with Hangzhou Yushu Technology to become global strategic partners [1] - The initial focus of the partnership will be on the development and commercialization of quadruped robotic dogs or robots that possess companionship and social attributes [1] Group 2: Responsibilities and Contributions - Giant Legend will be responsible for the core IP planning, design, AI interaction, and global marketing strategy for the collaborative products [1] - Hangzhou Yushu Technology will handle the technical and hardware development, production, and related application software development for the products [1] - Both companies will jointly manage the promotion and channel sales of the collaborative products [1] Group 3: Business Implications - The partnership aims to explore the commercial value of intelligent robots in scenarios such as concerts and performances, thereby enhancing the competitive edge of Giant Legend's business [1]

Core Viewpoint - The collaboration between Giant Legend (06683) and Yushu Technology marks a strategic partnership aimed at developing and commercializing consumer-grade robots with strong IP attributes, particularly in the entertainment sector [1][2] Group 1: Partnership Details - The partnership involves mutual strategic collaboration between the company and Yushu Technology on the development of quadruped robots with social and companionship functions [1] - The company will handle core IP planning, design, AI interaction, and global marketing strategies, while Yushu Technology will focus on technical and hardware development, production, and related application programming [1] - Both parties will jointly promote and sell the collaborative products, leveraging their respective strengths in IP creation and robotic technology [1] Group 2: Business Implications - This collaboration represents a significant attempt for the company to extend its IP business into a new industrial ecosystem, potentially leading to synergistic growth for both parties [2] - The partnership is expected to open new market opportunities and business value in the high-tech sector, creating innovative business models [2] - The company aims to explore the commercial value of intelligent robots in various scenarios, such as concerts and performances, enhancing its competitive edge in the industry [1]

Core Viewpoint - The collaboration between 巨星传奇 and 宇树科技 aims to develop and commercialize consumer-grade robots with strong IP attributes, leveraging both companies' strengths in IP creation and technology development [1][2] Group 1: Collaboration Details - 巨星传奇's subsidiary, 星创艺, has entered into a strategic partnership with 宇树科技 to work on four-legged robots with social attributes [1] - The partnership will focus on IP planning, design, AI interaction, and global marketing strategies by 巨星传奇, while 宇树科技 will handle technical and hardware development [1] - Both companies will jointly promote and sell the collaborative products, enhancing their market presence [1] Group 2: Strategic Implications - This collaboration represents an important attempt for 巨星传奇 to extend its IP business into a new industrial ecosystem [2] - The partnership is expected to create new market opportunities and business value by integrating high-tech solutions with entertainment [2] - The collaboration will also explore the commercial value of intelligent robots in various performance scenarios, such as concerts and shows, thereby enhancing the competitiveness of 巨星传奇's business [1]