「高达」45年，着眼中美实现新增长

Core Viewpoint - Bandai Namco Holdings aims to enhance the Gundam IP, which has annual sales of 140 billion yen, by expanding overseas markets, particularly through a Hollywood live-action film and increasing the number of Gundam model specialty stores in China to three times the current number [4][12]. Group 1: Expansion Strategy - The company is collaborating with Legendary Pictures to produce a live-action Gundam movie in Hollywood, which is expected to boost its visibility in North America [4][6]. - In North America, the company plans to self-distribute films to promote not only the live-action movie but also other Gundam-related works [6][7]. - The new factory in Shizuoka will increase the production capacity of plastic model kits by 35%, addressing the growing demand for Gundam models [7][20]. Group 2: Market Performance - The recent film "Mobile Suit Gundam: GQuuuuuuX" has grossed over 3 billion yen, indicating strong audience interest [8][11]. - The Gundam franchise has been successful for 45 years, with over 70 series and films produced, showcasing its enduring popularity [11][12]. - The annual revenue from Gundam-related products is projected to reach 148 billion yen in the fiscal year 2024, doubling in the last decade [12]. Group 3: Product Development - The Gundam model kits have seen a significant increase in global sales, with overseas sales accounting for 50% of total sales [17]. - The company plans to introduce a new trading card game that combines figurines and cards, with a global rollout expected after 2026 [18]. - The company is also expanding its Gundam Base specialty stores in China, aiming to increase the number from 7 to 20 by 2027 [17]. Group 4: Challenges - There is a current issue with supply capacity not meeting the increasing global demand for Gundam models, leading to a rise in resale prices on secondary markets [19][20]. - The company faces challenges in training skilled technicians to keep up with production demands, which could impact future supply capabilities [20].