Investment Rating - The industry investment rating is "Positive" (maintained) [2] Core Insights - The report highlights the strong growth in the creative tools market driven by AI, with the global creative cloud market expected to grow from $63 billion in 2024 to $91 billion by 2027, achieving a CAGR of 13% [18][21] - The traditional Chinese medicine (TCM) beauty sector is emerging as a new trend, with the market projected to exceed 50 billion yuan in 2024, reflecting an annual growth rate of over 15% [48][59] Summary by Sections 1. Trend in Toy Sales - In May 2025, online sales of trendy toys reached 1.219 billion yuan, marking a 16% year-on-year increase [10] - Specific categories such as plush toys and blind boxes showed significant growth, with increases of 40% and 52% respectively [10][11] 2. Creator Economy Focus - The global creative cloud market is projected to grow significantly, with a user base of approximately 900 million creators [25] - Canva, a leading visual communication platform, is expected to generate $2.7 billion in revenue in 2024, with a user base growing to 220 million [28][37] - The introduction of Aippy by Chi Zi Cheng Technology aims to cater to the creator economy, targeting small business owners and content creators [39] 3. TCM Beauty Market - The TCM beauty market is experiencing high demand, with a projected market size of over 50 billion yuan in 2024, driven by holistic approaches to beauty [48][59] - Guo Shengtang, a leading TCM healthcare service provider, is expanding its presence with 79 stores and plans for international expansion [59] 4. Industry Performance - The A-share social service sector outperformed the market, with a 0.01% increase in the social service index from June 9 to June 13, 2025 [5] - The report recommends several stocks across various sectors, including tourism, education, and beauty care, indicating a diversified investment approach [5]
行业周报：聚焦Canva看全球创意工具市场，中医美容成新潮流风尚-20250615