Disney(US:DIS) Shen Zhen Shang Bao·2025-12-04 17:09Core Insights - The animated film "Zootopia 2" has achieved remarkable box office success in China, surpassing 2 billion yuan within its first week and is projected to exceed 4 billion yuan in total box office revenue, making it the second highest-grossing film of the year after "Nezha 2" [4][8] - The film's extensive collaboration with various brands has resulted in over 70 co-branding activities, significantly enhancing its market presence and consumer engagement across multiple demographics [4][5] Box Office Performance - "Zootopia 2" has become the highest-grossing imported animated film in Chinese history, with a box office of over 2 billion yuan within just seven days of release [4] - The film is expected to reach a total box office of over 4 billion yuan, solidifying its status as a major box office hit [4] Brand Collaborations - The film's marketing strategy included extensive co-branding efforts, leading to a 60% increase in related searches on platforms like Dewu on the film's opening day [5] - Popular merchandise, such as blind boxes and themed products, have seen significant price increases, with some items experiencing price surges of up to 4.8 times their original price [6] Consumer Engagement - The film has successfully engaged a wide audience through social media, with topics related to "Zootopia 2" generating over 2 billion views on platforms like Douyin [7] - The collaboration with brands like Luckin Coffee has resulted in high demand for themed products, leading to rapid sell-outs and increased sales volume [6] Impact on Disney's Stock - Following the successful release of "Zootopia 2," Disney's stock price saw a recovery, rising over 2% to approximately 106.53 USD, following a previous decline due to disappointing earnings [8][10] - The film's success has positively influenced the stock performance of domestic cinema chains and related companies, indicating a broader market impact [10] IP Economic Potential - Disney's consumer products division reported a retail revenue of 62 billion USD, highlighting the significant contribution of successful IPs like "Zootopia" to its overall performance [11] - The global IP economy is projected to exceed 1 trillion yuan by 2024, with China's market expected to grow at a compound annual growth rate of 13.5% from 2025 to 2029, outpacing other regions [12][13]