近日，"70后"绍兴商人俞光创立的杭州铜师傅文创（集团）股份有限公司（以下简称铜师傅文创）再度 向港交所主板递交上市申请。《每日经济新闻》记者注意到，这也是铜师傅文创2025年5月首次递表失 效后二度冲刺港交所。 《每日经济新闻》记者注意到，目前在铜师傅文创自营的电商平台上，价格最低的是一件售价35元的铜 制葫芦摆件，价格最高的则是一尊售价39999元的铜制佛像。 尽管已将材质版图拓展至金、银和塑胶，但在产品结构方面，铜师傅文创的核心业务仍高度聚焦于铜质 文创产品。报告期内，铜质文创产品贡献的收入占比一直在95%以上，最高达到96.6%。 根据弗若斯特沙利文报告，截至2024年底，铜师傅文创在中国铜质文创工艺产品市场按总收入计位列第 一，市场份额高达35%，是名副其实的"铜制文创一哥"。 为确保产品的独特性和文化内涵，铜师傅文创建立了自研IP（知识产权）和授权IP的矩阵。2022~2024 年，公司分别创建了数百个新的原创产品IP。其中，源自自研IP的收入占比超九成，彰显了铜师傅文创 强大的原创设计能力。2024年，该公司新推出528款基于自研IP的SKU。 公司于2013年成立，俞光借鉴小米模式，成功将铜制 ...

开播4天后，《唐朝诡事录3》（后文简称《唐诡3》）成为爱奇艺2025年度第五部破万剧。 向来严格的豆瓣网友，对《唐诡3》也青睐有加。11月8日，《唐诡3》台网双端开播，仅3天，豆瓣开分8.1分，并创下了系列最快开分纪录。从观众反馈 来看，第四案《诺皋记》口碑相当不错，豆瓣评分有进一步上升的可能。 遥想2022年，《唐朝诡事录》还是市场上的Nobody，包括主创人员在内的所有人都不确定这部剧投入市场后反馈如何，能否还有下一部。如今一晃三 年，无大IP加持、无大明星的《唐诡》系列俨然成为市场上品质IP的代表。 关于《唐诡》系列的分析已有太多，这次不妨把目光投向该系列的缔造者，内娱为数不多的"家庭作坊"——长信传媒，或者说郭家班。 从中老年到Z世代 一代人有一代人的审美偏好，而长信传媒最特别的地方在于，他们似乎总能打破世代之间的审美隔阂，通过不同类型作品，网罗不同年龄段的观众群体。 在长信传媒还叫做完美建信的时候，他们依靠抗战剧、传奇剧打下属于自己的一片天。 《大秧歌》《打狗棍》都属于那时期的作品，虽然集数超长，动辄七十来集，剧情进展也相当百转千回，但就是有牢牢锁死父母手中遥控器的魔力。社交 媒体上也常有人现身说法 ...

Core Viewpoint - China remains the world's largest toy producer and exporter, with Guangdong Shantou Chenghai holding a 60% share of the global toy market, showcasing resilience and efficiency in the supply chain despite the off-peak season for traditional exports [1][3]. Group 1: Export Trends - Local toy manufacturers are experiencing a busy export period, with over 70% of their business coming from exports, and an expected 30% increase in shipment volume compared to last year [3][11]. - The ongoing export season has been extended due to tariff fluctuations, leading to a shift in overseas orders and a busy schedule for manufacturers [3][7]. Group 2: Market Dynamics - There is a growing trend among overseas buyers for toys with independent IP brands, indicating that the international market is becoming a new growth point for Chinese original IP [8][10]. - The demand for new products is increasing, particularly in Southeast Asia, with the speed of new product launches nearly doubling compared to last year [10][11]. Group 3: Supply Chain and Innovation - Companies are enhancing their supply chain management to meet rising order demands, with advanced storage solutions and automated sorting systems in place [13]. - The toy market is witnessing a surge in AI toys, which are attracting significant attention from overseas buyers, highlighting the competitive edge of domestic products due to lower costs and local manufacturing advantages [14][18]. Group 4: Future Market Potential - The global AI toy market is projected to grow significantly, with an expected increase from $18.1 billion in 2024 to $60 billion by 2033, reflecting a compound annual growth rate of approximately 14% [20].

Core Insights - China remains the world's largest toy producer and exporter, with Guangdong Shantou Chenghai holding a 60% share of the global toy market [1] - Despite not being the traditional peak export season, local companies are still experiencing high shipping volumes to meet demand for the Christmas sales season [3][4] Group 1: Export Trends - The export business of a toy factory in Shantou Chenghai accounts for over 70% of its operations, with an expected 30% increase in shipment volume compared to last year due to extended busy periods [4][6] - The ongoing export season has led to a new order cycle for the following year, with companies working overtime to fulfill orders despite earlier international challenges [6][10] Group 2: Market Dynamics - There is a growing interest from overseas buyers in toys with independent IP brands, indicating a shift towards Chinese original IP as a new growth point in international markets [7][9] - The trend of "chasing new products" among overseas clients is particularly strong in Southeast Asia, with the speed of new product launches nearly doubling compared to last year [9] Group 3: Supply Chain and Innovation - Companies are enhancing their supply chain management capabilities, with advanced storage solutions and automation to meet increasing order demands [12] - The toy market is experiencing a wave of smart toys, with AI-driven products gaining significant attention from international buyers [13][15] Group 4: Competitive Landscape - Domestic AI toys are competitively priced, starting at a few hundred yuan, compared to similar international products priced above 3000 yuan, providing a strong advantage in the global market [17] - The global AI toy market is projected to grow from $18.1 billion in 2024 to $60 billion by 2033, with a compound annual growth rate of approximately 14% [19]

Core Insights - Chinese animation is gaining international influence, transitioning from single film exports to a full industry chain development of original IPs [1][3] - The proportion of animated films at international film festivals, such as the Tokyo International Film Festival, is increasing, indicating a growing recognition of Chinese animated works [1] - Technological advancements, including AI and computer graphics, are being utilized in the production of Chinese animated films, enhancing their appeal [1][3] Industry Development - "Nezha 2" has become the highest-grossing animated film in global box office history, followed by "The King's Avatar: For the Glory" and "Wang Wang Mountain Monster" [3] - Chinese animated films are increasingly being released in Japanese theaters, showcasing a strong growth trend in overseas market collaborations [3] - The rise of Chinese animation has led to an increase in the development of merchandise and lifestyle products based on animated characters, reflecting a broader cultural exchange between China and Japan [5] Cultural Exchange - Chinese animation is becoming a new trend in cultural exchange between China and Japan, with collectible toys and trendy products gaining popularity among young people in Japan [5] - The chairman of the Japan Animation and Game Industry Association believes that China's cultural industry will achieve significant development in the future [7]

Core Insights - The article highlights the cultural exchange between the Guangdong-Hong Kong-Macao Greater Bay Area and the Tokyo Bay Area through the medium of anime and trendy toys, showcasing advancements in both Chinese and Japanese animation industries [1][2] - Dongguan is recognized not only as a major manufacturing hub for toys but also as a creative center for original intellectual property (IP) development, moving beyond mere OEM production [1][2] Industry Overview - Dongguan has over 4,000 toy production companies and nearly 1,500 supporting enterprises, establishing itself as China's largest toy export base [1] - The latest data indicates that 288 large-scale toy enterprises in Dongguan generated a total output value of 26.2 billion yuan, with one in four global anime derivative products bearing a Dongguan mark [1] Creative Development - The emphasis on creating original IP is seen as a significant strength for Dongguan, with expectations for the region to start producing new IPs in the future [2]

Core Insights - The launch of the new original IP character "WAKAEMO" by the company represents a strategic move to capitalize on the trends of personalized and emotional consumption in the潮玩 market [1][3] - The潮玩 market is experiencing explosive growth, with a 330.2% year-on-year increase in platform order volume and a 309.7% increase in transaction value in the second quarter [2] - The company is expanding its IP matrix by not only focusing on the official二次元 IP image of Jay Chou but also entering the original IP market to enhance its offerings [2][3] Group 1 - The "WAKAEMO" character is designed as an emotional carrier for the brand, with a unique personality that resonates with consumers' unexpressed feelings [1] - The company is launching a limited-time pop-up store featuring the "WAKAEMO" character and a range of new products, including pillows and gift boxes, to engage with fans [1] - The pop-up event also includes a promotional offer for fans holding tickets to Jay Chou's concert, enhancing customer engagement [1] Group 2 - The潮玩 market is increasingly dominated by original IPs, with only four overseas IPs making it to the top 20 sales list in the first half of the year [2] - The company is taking steps towards internationalization in IP operations, as evidenced by the global launch of its "Hundred International Trend Artists Co-Creation Plan" in Wuhan [2] - The trend indicates that rebellious and unique IPs are becoming more popular, attracting a significant consumer base [2]

Core Insights - The company, Giant Star Legend, has expanded its IP matrix by launching a new original IP character "WAKAEMO" [1] - The limited-time pop-up store for the brand "Zhou Classmate Black Label" opened in Shanghai and will run until November 30 [1] - The new IP "WAKAEMO" is designed to resonate with human emotions and is characterized as cold, stable, and somewhat awkward, serving as an emotional companion [1] Product Launch and Market Trends - The pop-up event will feature a range of new products including pillows, bags, and eye masks, along with limited edition gift boxes [3] - Fans holding tickets from Jay Chou's concert can receive exclusive themed stickers at the store [3] - According to the "2025 Xianyu Trendy Toy Consumption Insight Report," the trendy toy market is expected to see explosive growth, with a 330.2% increase in order volume and a 309.7% rise in transaction value in Q2 [3] Industry Dynamics - The domestic trendy toy market is currently dominated by Chinese original IPs, with only four overseas IPs making it to the top 20 sales list in the first half of the year [3] - The market is experiencing a polarization trend, with original IPs entering a golden period of growth, particularly those that are rebellious and unique [3] - The company is strategically positioning itself in the personalized and emotional consumption trends of the trendy toy market [4] Strategic Initiatives - Giant Star Legend is deepening its operations around Jay Chou's official IP while also entering the original IP market to enrich its IP matrix [4] - The company launched a global co-creation plan with international trendy artists, marking a significant step towards internationalization in IP operations [4] - The introduction of "WAKAEMO" is seen as a crucial step in building a sustainable IP ecosystem, enhancing the company's core competitiveness in content creation [4]

Core Viewpoint - The Chinese secondary dimension market is expected to reach approximately 597.7 billion yuan in 2024, nearly double the size of 2019, driven by the growing popularity of domestic IPs and government support for their development [1][9]. Market Expansion - The market for character-related sectors such as animation and gaming in China is rapidly expanding, with a projected market size of about 12 trillion yen (approximately 580.5 billion yuan) in 2024, doubling from five years ago [1]. - The "BiliBili World" event in Shanghai attracted around 300,000 attendees over three days, indicating a significant increase in interest and participation in the secondary dimension culture [8]. Domestic IP Popularity - The popularity of domestic characters is on the rise, exemplified by the success of the animated film "Nezha," which grossed over 15.4 billion yuan during the Spring Festival, setting a record for Chinese box office earnings [12]. - The top trending IPs on China's second-hand trading platform include "Love and Deep Space" and "Identity V," showcasing the growing presence of Chinese IPs alongside popular Japanese works [15]. Government Support - The Chinese government is actively promoting the development of original IP brands, as outlined in the "Special Action Plan for Boosting Consumption," which emphasizes support for the animation, gaming, and esports sectors [14]. - Policies in Shanghai aim to revitalize tourism through IP and support the development of original IPs, reflecting a broader governmental strategy to enhance the domestic market [14]. Future Projections - The secondary dimension market in China is projected to expand to 834.4 billion yuan by 2029, driven by increased production and circulation of animation and gaming content, as well as the growth of emotional value consumption [9].

Core Insights - The article highlights the transformation of Dongguan from a "world factory" to a "trendy toy capital," driven by the rising global demand for Chinese original IPs and trendy toys [1][11] - According to Goldman Sachs, China's share of the trendy toy market in overseas markets is projected to increase from 3% in 2020 to 18% by 2025, indicating strong growth potential for the industry [1][11] - Dongguan produces 25% of global anime derivatives and 80% of China's trendy toys, showcasing its comprehensive industry chain from IP design to smart manufacturing and cross-border distribution [1][11] Industry Development - The trendy toy sector is experiencing a surge, with products like LABUBU's "Front High Energy" series becoming bestsellers [3][4] - Dongguan's manufacturing capabilities have evolved over decades, allowing it to quickly adapt to new product trends and maintain a competitive edge in the trendy toy market [4][6] - The city has established a collaborative ecosystem among its various districts, each specializing in different aspects of toy production, which enhances the industry's responsiveness [6][14] IP Creation and Brand Development - Many companies in Dongguan are shifting focus from OEM to developing their own IPs, recognizing the high profit margins associated with original creations [7][11] - The establishment of companies like Dongguan Duolang Cultural Creative Co. and ToyCity reflects the trend of nurturing original IPs, with ToyCity successfully launching 20 original IPs [8][11] - The article emphasizes the importance of original IPs for sustaining a company's vitality in the trendy toy industry, as seen with companies like Modonghe [13][14] Technological Integration - The integration of AI and digital technologies is reshaping traditional production processes, allowing for faster development cycles and more flexible manufacturing [9][19] - Companies are investing in smart manufacturing technologies, with projects like the 200 million yuan investment in a new smart factory aimed at enhancing production efficiency [9][19] - The collaboration between Dongguan and tech institutions aims to establish a talent training system for AI-driven toy design and manufacturing [19] Policy Support and Future Outlook - Dongguan has implemented various supportive policies to foster the growth of the trendy toy industry, including financial backing for original IP development and market expansion [15][19] - The establishment of the "China Trendy Toy Capital·Comic Expo Center" aims to create a hub for showcasing, trading, and incubating trendy toy products [15][19] - The article concludes that the future of Dongguan's trendy toy industry will revolve around AI, IP development, and international market expansion, marking the beginning of a new phase in its evolution [19]