叶国富要「浪费」一亿签IP,我们和潮玩从业者聊了聊抢IP这件事
MNSOMNSO(US:MNSO) 3 6 Ke·2025-11-19 01:12

Core Insights - The industry is currently in a state of chaos, with companies like Miniso aggressively signing original IP artists to enhance their market position and prepare for potential IPOs [1][3] - The competition for IP in the toy industry has intensified, with both large and small companies seeking to establish unique identities and attract consumer interest [3][6] - New entrants are exploring innovative strategies, such as collaborations with celebrities and leveraging social media for IP discovery, to differentiate themselves in a crowded market [8][11] Group 1: Miniso's Strategy - Miniso's founder, Ye Guofu, announced plans to invest 100 million yuan in IP development, having already signed 17 artists [1][3] - The company's approach may be more about channel partnerships rather than exclusive ownership, as some signed artists are linked to other licensing companies [3][8] - Miniso's emphasis on IP could pressure other companies that rely on its distribution channels, potentially leading to a reduction in exposure for many IPs [8] Group 2: Market Dynamics - The toy industry is witnessing an influx of capital and new players, with companies like Letsvan and Mitaki also signing artists and enhancing their offerings [4][6] - The traditional methods of finding IP through exhibitions are becoming less effective, prompting companies to seek new avenues for discovery, including social media platforms [10][11] - The market is evolving towards a more consumer-centric approach, where emotional value and social attributes of products are becoming increasingly important [8][11] Group 3: Designer Perspectives - Designers are becoming more aware of their negotiating power and are seeking to maintain control over their IP, leading to a shift in how they engage with larger companies [14] - The entry of new designers into the market is creating a demand for fresh ideas, as established companies struggle to keep up with changing consumer preferences [14] - The industry is at a critical juncture, with designers needing to develop business acumen to navigate the evolving landscape effectively [14]

叶国富要「浪费」一亿签IP,我们和潮玩从业者聊了聊抢IP这件事 - Reportify