对话华强方特执行总裁尚琳琳:加大《熊出没》电影投资丨新消费家

Core Viewpoint - The company, Huasheng Fantawild, is navigating a challenging film market characterized by polarization, while leveraging the success of its "Boonie Bears" franchise and exploring new IP development opportunities [2][3][4]. Group 1: Company Performance - The "Boonie Bears" series has released eleven films with a total box office exceeding 8.5 billion yuan, and the twelfth installment is in progress [3]. - Despite the success of "Boonie Bears," the overall film market is experiencing a significant decline, with a 55.1% drop in box office during the Qingming Festival compared to the previous year [3]. - Huasheng Fantawild's theme park revenue is projected to decrease by 3.06% to 5.653 billion yuan in 2024, while overall revenue is expected to grow by 3.62% to 6.91 billion yuan, supported by the success of "Boonie Bears: Time Reversal" [3][19]. Group 2: Market Challenges - The entry of major entertainment companies like iQIYI and Light Media into the theme park market may pose competitive pressure on Huasheng Fantawild [4]. - The company acknowledges the increasing difficulty in creating new content that meets the evolving expectations of both child and adult audiences [6][9]. Group 3: Audience Engagement - The audience for "Boonie Bears" is shifting, with a growing proportion of adult viewers, leading to higher expectations for future films [6][8]. - The company aims to maintain a family-friendly approach, catering to both children and adults, with over 75% of viewers considering "Boonie Bears" suitable for all ages [8]. Group 4: Investment and Innovation - Increased investment in visual effects and storytelling is planned to meet rising audience demands and improve film quality [9][10]. - The company is exploring new content formats, such as VR experiences, to enhance audience engagement and expand its IP portfolio [15]. Group 5: IP Development and Global Reach - Huasheng Fantawild has developed a comprehensive system for IP management, with over 3,000 products across various categories, and has successfully exported projects to over 130 countries [16]. - The company is actively developing new IPs, including a 3D animated film "Yingge" and series like "Zhao Lin's Adventure Diary" [17][18]. Group 6: Operational Strategy - The company plans to continue expanding its theme park operations while optimizing existing parks, focusing on smaller-scale projects in response to market conditions [24]. - Huasheng Fantawild emphasizes its technological foundation, with all amusement park equipment developed in-house, ensuring a strong competitive edge [25].