Disney(US:DIS) Cai Jing Wang·2025-12-11 07:07Core Insights - The sequel "Zootopia 2" has successfully leveraged the strong user base of the original film, achieving significant box office success and commercial value, with a total box office of 31.22 billion yuan in just 15 days after release [1] - The IP has generated a cross-industry consumption synergy through brand collaborations, with over 70 brands participating in co-branding efforts during the film's release, covering 18 categories [2] - Disney's systematic pre-release strategy has significantly boosted market interest, with the first trailer achieving nearly 200 million views within 24 hours and related topics generating over 2.6 billion views on Weibo [2] Box Office Performance - "Zootopia 2" became the first imported animated film to surpass 200 million yuan in pre-sales, indicating strong market demand [1] - The film's box office performance reflects the ongoing appeal of the IP to consumers, with a total box office of 31.22 billion yuan in China by December 10, 2025 [1] Brand Collaborations - The IP has facilitated significant brand collaborations, with over 70 brands engaging in co-branding, leading to a matrix-style commercial layout [2] - Notable collaborations include jewelry brands like Chow Tai Fook and Lao Feng Xiang, which have successfully reached younger consumers through co-branded products [3] - In the apparel sector, brands like Bosideng and Uniqlo have launched themed clothing lines that resonate with the film's audience, achieving substantial sales [4] Jewelry and Apparel Impact - The collaboration between the Z generation's emotional connection to the IP and the intrinsic value of gold jewelry has led to a notable increase in sales and customer demographics for brands like Lao Feng Xiang and Chow Tai Fook [3] - The apparel sector has seen effective conversion of traffic to sales through targeted IP collaborations, with brands launching products that appeal to family audiences [4] Footwear and Lifestyle Products - Footwear brands like Crocs and Li Ning have launched co-branded products that align with the film's themes, enhancing consumer engagement and sales [5][6] - Lifestyle brands such as Miniso and Luckin Coffee have also introduced co-branded products, contributing to large-scale sales [8] IP Operational Strategy - Disney's successful implementation of a "content-consumption-experience" operational model has driven the explosive growth of IP co-branding consumption [9] - The focus on emotional resonance and immersive experiences has strengthened the connection between IP characters and contemporary audiences, enhancing brand value [9] Long-term Commercial Value - The evolution of the Zootopia IP from 2016 to 2025 illustrates the transformation of emotional value into commercial value, with the IP becoming a core element of the industry chain [10] - The role of IP derivative companies is to expand the consumption scenarios and lifecycle of film IPs, integrating characters into daily life through various product categories [10]