Core Viewpoint - The article discusses the global trend of IP economy, highlighting the significant stock price increases of major IP operators like Sanrio, Bandai Namco, Nintendo, and Disney, as well as the rapid growth of Chinese companies like Pop Mart [2][3]. Group 1: Performance of Major IP Operators - Recent stock prices of renowned IP operators such as Sanrio, Bandai Namco, and Nintendo have approached or reached historical highs, with Disney also achieving a nearly three-year high on June 30 [3]. - Pop Mart's LABUBU has seen a stock price increase of over 500% in the past year, showcasing the potential of IP-driven companies in the market [3]. Group 2: Characteristics of Classic IP - Classic IPs like Hello Kitty and Ultraman have demonstrated a "cross-cycle" capability, remaining relevant and appealing to consumers despite changing market conditions over decades [5][6]. - The successful operation of classic IPs has led to substantial revenue growth for companies, as seen with Tsuburaya Productions, which experienced over a 1000% stock price increase from January 2022 to August 2023 due to the success of Ultraman cards in China [5]. Group 3: Importance of IP Development - The ability to continuously develop and operate classic IPs, as well as create new IPs, is crucial for IP operators. Disney exemplifies this with its long-standing Mickey Mouse IP and its ongoing introduction of new IPs through various media [6][7]. - The Chinese IP industry, while starting later than its international counterparts, has rapidly developed, with original IPs like Nezha and Pop Mart's LABUBU gaining market recognition [6]. Group 4: Strategic IP Operations - A systematic and gradual IP operation strategy is essential for maintaining the "cross-cycle" capability of IPs. Successful IPs often have a structured approach to developing comics, films, games, and merchandise, adapting to contemporary audience preferences [7].
暴涨超500%!这一概念,股价频创新高!
证券时报·2025-07-05 04:50