2025年IP潮玩经济研究报告

Core Insights - The article emphasizes the growing significance of IP (Intellectual Property) in the潮玩 (trendy toys) market, highlighting its appeal to adults and the emotional and cultural value it brings to consumers [1][2][3] Group 1: Definition and Development of IP潮玩 - IP潮玩 refers to trendy toys with high recognition and independent IP attributes, primarily targeting adults rather than children, focusing on artistic value and collectability [2] - The潮玩 industry has evolved from its inception in the late 1990s to a mature phase, with significant growth driven by local designers and the rise of blind box formats [3][6] Group 2: Market Size and Growth Projections - The Chinese IP潮玩 market is projected to reach approximately 678 billion yuan by 2024, with a CAGR of about 13.8% from 2020 to 2024, and is expected to exceed 1 trillion yuan by 2027 [6] Group 3: Industry Chain and Key Players - The IP潮玩 industry chain consists of three main segments: upstream IP sources, midstream IP operation and production, and downstream sales channels, with some companies managing the entire chain [5] - 泡泡玛特 (Pop Mart) has transformed from a retail brand to a leading player in IP commercialization, achieving significant growth through innovative product offerings and strategic expansions [9][11] Group 4: Consumer Behavior and Trends - Over 60% of consumers frequently purchase blind boxes and figurines, with motivations centered around collection and stress relief, indicating a strong emotional connection to specific IPs [30] - Social media platforms have become the primary source for consumers to obtain information about潮玩, with immersive unboxing videos being the most effective marketing format [33] Group 5: International Expansion and Digital潮玩 - The overseas market presents new growth opportunities for Chinese潮玩 brands, with varying challenges in regions like Europe, Japan, and Southeast Asia [36] - Digital潮玩, supported by blockchain technology and the rise of the metaverse, is gaining traction among younger generations, although it faces challenges such as regulatory uncertainties and market volatility [38]