BILIBILI(HK:09626) Di Yi Cai Jing·2025-08-13 08:31Group 1: Event Overview - The first Shanghai Summer International Animation Month event successfully linked three major animation exhibitions: CCG EXPO, Bilibili World, and ChinaJoy, under the theme "Manga City, High Summer" from July 4 to August 10 [1] - The event showcases Shanghai's deep engagement and youthfulness in the cultural industry, attracting more professionals to enhance the development of the ACGN (Animation, Comics, Games, and Novels) culture and related industries [1] Group 2: Market Insights - The "Guzi Economy" market in China reached 168.9 billion yuan in 2024, with a year-on-year growth of 40.63%, and is expected to exceed 200 billion yuan by 2025; the broader ACGN peripheral market is projected to grow from 597.7 billion yuan in 2024 to 652.1 billion yuan in 2025 [4] - The rise of ACGN culture has attracted significant capital investment, with major listed companies in the industry including Perfect World, Gigabit, Giant Network, 37 Interactive Entertainment, Bilibili, and others [4] Group 3: Investment Trends - From 2011 to 2024, the average single financing amount in the ACGN industry has remained below 200 million yuan, with Beijing and Shanghai being the top two cities for financing events [5] - Investment entities in the ACGN sector are evenly split between investment firms and industrial companies, with notable investors including JAFCO Asia, ANRI, and Temasek, and significant industrial players like Bilibili and Pop Mart [5] Group 4: Cultural Significance of Shanghai - Shanghai is recognized as one of the birthplaces of Chinese animation, with a rich history dating back to the first animated feature film "Princess Iron Fan" in 1941, and has been a hub for international animation since the reform and opening up [8] - The city’s cultural and economic diversity makes it an ideal location for the development and dissemination of animation culture, particularly appealing to the Z generation consumers who value cultural and emotional connections [9] Group 5: Economic Impact - The Shanghai Summer International Animation Month is expected to attract over a million domestic and international visitors, significantly benefiting local businesses and tourism [15] - The event's integration of cultural, tourism, and commercial elements aims to create a comprehensive economic impact, enhancing Shanghai's position as a global cultural landmark [12][15] Group 6: Media and Promotion - The event has generated substantial media coverage, with over 580,000 mentions and more than 26 billion views across various platforms, highlighting the extensive promotional efforts by local media [18] - Shanghai Media Group played a crucial role in promoting the event, leveraging multiple platforms to maximize outreach and engagement [16][18]