阿里虎鲸，“接盘”赵露思？丨消费参考+

Core Viewpoint - Zhao Lusi may be returning to the mainstream market, with indications of connections to Alibaba's Huajing Entertainment, although confirmation from the companies involved is lacking [1]. Group 1: Zhao Lusi's Changes - On November 8, during her birthday concert, Zhao Lusi announced the establishment of a new studio, with Li Wei, founder and former CEO of Galaxy Cool Entertainment, present at the event [2]. - Zhao Lusi's studio account has removed the previous agency's branding and replaced it with independent contact information, indicating a shift towards independence [2]. - Li Wei posted a photo with Zhao Lusi on Douyin, suggesting a deep collaboration between them [2]. Group 2: Huajing Entertainment's Role - Huajing Entertainment has established a connection with Li Wei, who controls a new company called Yiercansi, holding a 69.09% stake [3][4]. - Huajing Entertainment holds a significant stake in Yiercansi through Beijing Dayu Happy, indicating potential influence over the new company [5]. Group 3: Financial Performance and Opportunities - Huajing Entertainment has achieved profitability for three consecutive quarters, primarily driven by its subsidiary Youku's success [8]. - The success of the series "Cang Hai Chuan," which has over 40% market share and significant brand collaboration, exemplifies a replicable model for future projects [9]. - Signing Zhao Lusi could enhance Youku's traffic and reduce costs, as she has a strong following and has previously topped social media trends [9][11]. Group 4: Industry Expansion - Huajing Entertainment is in an expansion phase, launching various talent development programs, indicating a commitment to growth in the entertainment sector [10]. - The potential signing of Zhao Lusi aligns with Huajing's strategy to leverage project traffic and capitalize on her popularity [11]. Group 5: Overall Implications - The developments suggest a positive outlook for Zhao Lusi's return to the mainstream market, supported by Alibaba's strong investment in the entertainment industry, which is beneficial for both Zhao Lusi and industry professionals [12].