万达电影战略投资拍立方，开拓影像社交新蓝海

Core Insights - Wanda Film has completed a strategic investment in Guangzhou Fangtu Technology Co., Ltd.'s interactive selfie brand "Pailifang," marking a deepening of its "Super Entertainment Space" strategy [1][6] - The partnership aims to explore and define a new consumer scenario of "image social new life," enhancing the entertainment experience beyond traditional movie viewing [1][7] Market Trends - The current consumer market is shifting from functional satisfaction to emotional value pursuit, particularly among Generation Z and younger consumers, who are increasingly willing to pay for "emotional experiences" and "social sharing" [3] - Over 90% of "post-00s" exhibit a high willingness to spend, indicating strong potential for "paying for favorites" [3] Business Model and Performance - Pailifang has established itself as an innovator in the self-service imaging sector, with a business model combining "photo booths + IP economy" that has been validated in the market [3] - Since its launch in June 2020, Pailifang has expanded to over 160 core cities in China, with more than 1,000 devices deployed and over 10 million users served [3] - In 2025, Pailifang is expected to host over 160 IP-themed pop-up events and celebrity tours, showcasing its strong brand appeal and operational capabilities [3] Competitive Advantage - Pailifang has built a solid competitive barrier through exclusive strategic partnerships with top international IPs and a comprehensive technology system covering image capture, intelligent processing, and device integration [4] - The company holds over 100 national patents, with AI image processing algorithms that provide real-time beautification and lighting optimization [4] Strategic Expansion - Pailifang plans to install its devices in 300 Wanda Cinemas by the 2026 Spring Festival, leveraging Wanda's resources such as movie genes, celebrity artists, and trendy IPs [5] - The partnership aims to create unique shooting themes and interactive experiences, enhancing audience engagement and expanding into key urban areas and overseas markets [5] Future Vision - Wanda Film's "Super Entertainment Space" strategy aims to create immersive experiences and social value for Generation Z, continuously enriching the entertainment ecosystem [7] - The investment in Pailifang is seen as a significant step towards defining the emerging "image social new life" sector and building a new entertainment ecosystem centered around cinema [7]