潮玩行业争建自有IP生态

Core Insights - The article emphasizes the growing importance of proprietary IP ecosystems in the collectible toy industry, highlighting how top brands are enhancing their bargaining power through unique IP assets as market demand increases [2][3]. Group 1: Company Developments - Quantum Song Group has rebranded to Dream Island Group, shifting its strategic focus to the collectible toy ecosystem, reporting a 93.3% quarter-over-quarter revenue increase to 127.1 million yuan for its collectible toy business [3]. - Dream Island Group has acquired WAKUKU and now holds 11 proprietary IPs and several exclusive and non-exclusive licensed IPs, with WAKUKU contributing 70.6% of total revenue in the latest quarter [3]. - Pop Mart has been enhancing its IP development capabilities, with its original studio achieving a revenue of 730 million yuan, a 106.9% year-over-year increase [7]. - Miniso is actively building its proprietary IP portfolio, having signed 16 toy artist IPs and creating immersive IP spaces in its stores to attract collectible toy enthusiasts [7]. Group 2: Industry Trends - The demand for collectible toy derivatives is driving competition among companies to secure proprietary IP, with new registrations of collectible toy companies in China increasing from 418 to 8,543 between 2020 and 2024, marking a 20-fold increase [8]. - The industry is witnessing a shift where derivative products are becoming integral to IP creation, fostering deeper emotional connections with consumers and enhancing the IP ecosystem [9]. - Consumers are increasingly seeking high-quality original IPs and wish to participate in the design process, prompting companies to develop collaborative platforms [9]. Group 3: IP Ecosystem and Market Dynamics - The IP ecosystem consists of production and operation at the front end and derivative design, manufacturing, and sales at the back end, with rising sales of derivative products benefiting the competitive landscape [8]. - The success of event IPs, such as the "Bay Chicken" mascot, illustrates the potential for transforming temporary IPs into permanent cultural assets, which can drive local economic development through tourism and retail [11]. - The sustainability of an IP's value relies on its uniqueness, continuous operation, and user engagement, necessitating ongoing content iteration and cross-industry collaborations [12][14].