以下文章来源于盐财经 ，作者旷晓伊 原标题《一分钟奖励3万，这个风口正在火过短剧》 盐财经 . 洞察趋势，睿智人生。《南风窗》旗下专业财经媒体。 最近，罗倩迷上了一种特别的短剧。这些剧集的主演并非真人，而是 Q版或者二次元风格的动画小人，被称作"漫剧" 。 这些漫剧的形式多样，有的是通过游戏编辑器生成的3D动画，有的是将平面漫画动态化，甚至有些是直接以"熊猫头"等表情包为素材，配上静态场景和配 音制作而成。 "刷起来根本停不下来。"罗倩如此形容自己的痴迷程度。她算了一下，自己上个月除去吃饭、睡觉和工作的时间，几乎每天都在刷这种短剧，连平时最爱 的小说也被搁置在一旁。 罗倩的沉迷绝非个例，越来越多年轻人正成为漫剧的忠实拥趸，直接推动了这个赛道的爆发式增长。 抖音平台数据显示，仅2025年10月份，平台漫剧新增播放量就突破 61 亿，其中《高考落榜，忽悠同学上冥牌大学》等多部作品播放量破亿，头部爆款 《开心锤锤2025下》的累计播放量更是突破12.9亿。而放眼全网， 漫剧单月播放量更是冲破百亿大关。 以熊猫头为主角的漫剧，主人公一般名字是虾仁/截图自B站up主虾仁狂 漫剧排行榜图源/ 红果免费漫剧APP 如今市面 ...

晨报讯（记者 白若雪）昨日，由中国动漫集团有限公司、厦门国贸会展集团有限公司联合主办的厦门 动漫嘉年华在厦门国际博览中心正式拉开帷幕。本次嘉年华活动持续到2026年1月3日，汇聚了百余家参 展企业，涵盖动漫IP、游戏研发、模型手办、潮玩周边、数字科技等产业链上下游。作为整合专业展 览、特色主题空间与互动活动的盛会，本次嘉年华构建起线上线下联动的动漫生态，为全国动漫爱好者 打造了一场跨年次元盛宴。 本次嘉年华还特别打造了"首发专区"，聚焦动漫IP、数字内容、潮玩周边与游戏科技四大领域，旨在打 造"全国动漫首发新高地"。12月31日下午，在主舞台举办的首发项目专场活动中，集中发布几十场核心 项目，包括福建广电网络的动漫出海平台、《漫话〈台湾通史〉》动画项目、爱原物AI工作台、科艺 网文旅数智平台、唐古拉运动社交平台等多项产业创新内容，更有《画江湖之不良人》《晶核》《镭明 闪击》《银与绯》《武动乾坤》等超人气IP的限定手办、联名周边、实体卡牌、数字藏品等新品现场首 发，为粉丝带来独一无二的收藏盛宴与互动体验。 嘉年华展览面积超5万平方米，汇聚了国内外动漫游戏行业头部企业及热门IP，影响力辐射全国动漫爱 好者与潮流消 ...

Group 1: Company Performance and Growth - Nanjing Pan Taike Cultural Industry Development Co., Ltd. (Pan Taike) has seen its export growth exceed 10% this year, contributing to a total cultural product export value of 79.06 billion yuan from Nanjing, a year-on-year increase of 11.75% [1] - The company specializes in high-end art paper products and has expanded its international presence since 2005, with a focus on meeting the growing demand for quality printing materials in Europe and the U.S. [1] - Pan Taike has developed high-end art micro-spray paper tailored for the "二次元" (2D) culture, utilizing a 12-color technology for better color accuracy and saturation, catering to collectors' demands for quality and emotional value [2] Group 2: Market Expansion and Innovation - The company is exploring new growth opportunities by tapping into emerging markets and adapting to changing consumer preferences, particularly in the Asian region [2] - Pan Taike's strategy includes offering customized paper solutions for various photography styles, enhancing the artistic value of photographic works [2] - Jiangsu Gaochun Ceramics Co., Ltd. has also expanded its market reach, particularly in the Middle East, Central Asia, and Russia, by integrating local cultural elements into its product designs [3][4] Group 3: Industry Recognition and Collaboration - Jiangsu Yuanli Digital Technology Co., Ltd. has gained recognition in the gaming industry, with its involvement in the award-winning RPG "Baldur's Gate 3," which has sold over 15 million copies globally since its release [4] - The company collaborates with major industry players like Sony Group and Electronic Arts, leveraging its technical expertise to enhance global IP offerings [5]

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The Chinese ACG (Animation, Comic, Game) industry has surpassed 100 billion RMB in market size as of 2024, showing strong and steady growth, particularly among the younger generation, especially Gen Z and post-2000s consumers [25][26] - The industry is expected to continue growing at an annual rate of over 15% in the next five years, indicating significant market potential both domestically and internationally [26] - The core elements of the ACG culture include visual arts, character design and storytelling, fan culture and community interaction, as well as derivative products and business models [11][12] Industry Overview - The ACG culture originated in Japan and has evolved into a unique cultural phenomenon encompassing various forms such as anime, manga, games, and virtual idols [4][6] - The rapid development of internet technology has facilitated the dissemination and innovation of ACG culture, leading to the formation of active fan communities [7][11] - The ACG culture has become an essential part of contemporary youth life, influencing their values, aesthetics, and social interactions [6][12] Market Demand Analysis - The primary user demographic consists of young individuals aged 15 to 30, with a higher proportion of male users, although female participation is rapidly increasing [31][32] - Over 40% of core ACG users are willing to pay for legitimate content, reflecting a growing recognition of quality and copyright [36][37] - The demand for diverse content is expected to grow, with emerging forms such as light novels, digital music, and interactive stories gaining traction [44][45] Competitive Landscape - Major players in the industry include Bilibili, Tencent Animation, and NetEase Comics, which dominate content creation, platform operation, and derivative product development [51][53] - New and emerging companies are driving innovation and diversity in content, often focusing on niche markets and utilizing new technologies [54][56] - The market is characterized by a concentration of power among leading companies, which hold over 60% of the market share, while smaller firms contribute to the industry's dynamism and innovation [55][56] Policy Environment - The Chinese government has implemented various policies to support the cultural industry, emphasizing the integration of culture and technology, as well as the protection of intellectual property rights [63][64] - These policies aim to create a favorable environment for the development of the ACG industry, promoting innovation and international cultural exchange [64]

Group 1 - The core viewpoint of the report highlights the rapid growth of the "Guzi" economy, driven by a shift from niche subculture to mainstream consumer market, with a market size of 168.9 billion yuan in 2024 and an expected growth to over 300 billion yuan by 2029, reflecting a compound annual growth rate (CAGR) of 17.79% from 2017 to 2024 [1][22][21] - The "Guzi" products, which are affordable and range from 10 to 200 yuan, have gained popularity among younger consumers, with an average single purchase of 102 yuan and an increase in monthly purchase frequency from 2.3 times in 2023 to 2.9 times in 2025, indicating strong user engagement [1][2][3] - The user base for the "Guzi" economy is substantial, with over 500 million individuals in the pan-anime demographic in China as of 2024, and 88.71% of anime enthusiasts expressing willingness to purchase "Guzi" products [2][29] Group 2 - The supply side of the "Guzi" economy is being optimized, with a notable shift from Japanese IP dominance to the rise of domestic IPs such as "Love and Deep Space" and "Identity V," which are now leading in sales, showcasing the improvement in domestic IP creation capabilities [3][4][5] - The IP licensing system in China has seen significant growth, with retail sales of licensed products reaching 155.09 billion yuan in 2024, doubling since 2017, and the licensing fees increasing from 3.82 billion yuan in 2019 to 5.99 billion yuan [4][30] - The diversification of sales channels, including online platforms like Tmall and JD.com, as well as offline stores, has enhanced consumer access to "Guzi" products, with a rapid expansion of retail outlets in the sector [4][5][22] Group 3 - The "Guzi" economy is expected to benefit from the cultural confidence and the ongoing development of domestic IPs, which are becoming increasingly relevant in the context of rising spiritual consumption among younger generations [5][21][22] - The market is currently concentrated in high-tier cities, with over 55.25% of consumers located in first-tier cities, but there is significant potential for growth in lower-tier cities, where GDP growth is projected to be 6.1% annually from 2023 to 2028 [3][4][22] - The social attributes of "Guzi" products amplify their market impact, with over 70% of consumers sharing their purchases on social media, transforming these products into social media tools that attract new users [2][3][4]

Core Insights - The concept of Original Character (OC) has evolved into a cultural phenomenon among young people, particularly in the context of social media platforms like Xiaohongshu and Weibo, where sharing OC experiences has become a fashionable trend [1][8] - OC creation serves as an emotional outlet for young individuals, allowing them to express their creativity and connect with their feelings in a more personal and liberated manner compared to traditional fandom activities like watching dramas or following idols [1][19] - The OC culture has given rise to a comprehensive industry chain that includes content creation, visual presentation, and monetization opportunities for creators [1][8] OC Creation Process - The process of creating an OC typically begins with defining the character's name, traits, and backstory, which helps in building a rich and multidimensional character [2][5] - Continuous development and interaction are essential for maintaining an OC, with creators often updating their characters' stories and visuals to keep them dynamic [4][5] Community Engagement - Many OC creators engage with the community by sharing their characters and collaborating with others, which can include interactions between different OCs, creating partnerships, and even participating in offline events like cosplay [4][7] - The emotional investment in OCs is significant, with creators often referring to themselves as "OC moms," indicating a deep personal connection to their characters [7] Monetization Opportunities - The OC culture has led to various monetization avenues, including selling character development questionnaires and offering commission-based artwork or writing services [8][13] - Some creators have successfully sold thousands of questionnaires related to OC development, indicating a strong market demand for such products [13] - Custom OC-related games and physical merchandise, such as dolls and figurines, are emerging as new revenue streams, with prices varying based on complexity and size [13][16] Demographics and Challenges - The OC community primarily consists of young individuals, including many middle and high school students, which has raised concerns about financial management and potential disputes over payments for commissioned work [16] - The emotional and financial investment in OCs can lead to significant spending, with some individuals reportedly spending large sums on character development [8][16] Cultural Significance - The OC phenomenon reflects a broader trend in the two-dimensional culture, where young people seek to express themselves and interact with the real world through their characters and narratives [19] - This cultural shift indicates that platforms focusing on two-dimensional content may become new avenues for engagement and monetization, providing emotional support and creative outlets for young creators [19]

Core Insights - The National Day and Mid-Autumn Festival holiday saw a significant increase in domestic tourism, with 888 million trips taken and total spending reaching 809 billion yuan, marking an increase of 1.23 billion trips and 108.2 billion yuan compared to the previous year [1] - Cross-border travel and new consumption scenarios such as concerts and festivals have emerged as key trends during the holiday period, driving consumer spending [1][6] Domestic Tourism Trends - The holiday period recorded 888 million domestic trips, with total spending of 809 billion yuan, reflecting a robust recovery in the tourism sector [1] - New first-tier cities and county markets led the growth in consumer spending, with Chongqing surpassing major cities like Beijing and Shanghai in both transaction volume and value [6] Cross-Border Travel Insights - Cross-border payment transactions increased significantly, with 41.55 billion transactions processed, amounting to 13.26 trillion yuan, representing a year-on-year increase of 95.23 billion transactions and 1.86 trillion yuan [1] - The implementation of visa-free policies has boosted inbound tourism, with South Korea, the US, Russia, Japan, and Malaysia being major sources of visitors [3] Payment Trends - Alipay reported a nearly 40% increase in spending by inbound tourists during the first five days of the holiday, with a 500% increase in transactions using the "Alipay Tap" feature [3] - WeChat data indicated a 21% increase in cross-border payment transactions during the holiday, with notable growth in transactions from South Korea and Malaysia [4] Emerging Consumption Scenarios - New consumption scenarios, such as concerts and anime conventions, have become significant drivers of spending, with events like the CPSP anime expo attracting large crowds and high spending [8] - The trend towards experiential travel is evident, with tourists seeking to immerse themselves in local culture rather than merely reaching destinations [8]

Core Insights - The National Day and Mid-Autumn Festival holiday saw a significant increase in domestic travel and spending, with 8.88 billion domestic trips taken and total spending reaching 809 billion yuan, marking an increase of 1.23 billion trips and 108.2 billion yuan compared to the previous year [3][4][5] Group 1: Domestic Travel Trends - The holiday period recorded 8.88 billion domestic trips, an increase of 1.23 billion trips compared to the previous year [3] - Total domestic spending reached 809 billion yuan, up 108.2 billion yuan from the previous year [3] - New consumption trends emerged, including a surge in cross-border travel and new consumption scenarios such as concerts and festivals [3][4] Group 2: Cross-Border Travel and Payments - Cross-border travel was notably popular, with significant growth in cross-border payment transactions, totaling 415.52 billion transactions worth 13.26 trillion yuan, an increase of 95.23 billion transactions and 1.86 trillion yuan compared to last year [3][5] - Inbound tourists showed increased spending, with Alipay reporting a nearly 40% rise in spending by inbound tourists compared to the previous year [6] - WeChat Pay also reported a 21% increase in cross-border payment transactions during the holiday [7] Group 3: Emerging Consumption Scenarios - New consumption scenarios, such as concerts and anime conventions, attracted significant consumer interest, with the Shanghai CPSP anime convention seeing a 524% increase in hotel bookings [10] - The demand for experiential travel is growing, with travelers seeking to immerse themselves in local culture rather than just reaching destinations [10] - The rise of new consumption trends is evident in the spending patterns of younger consumers, particularly in new first-tier cities and county markets [8][9]

Core Insights - The article highlights the growing popularity of comic conventions in China, particularly during the Mid-Autumn Festival and National Day holidays, with at least 413 events scheduled nationwide [5][6]. Group 1: Event Statistics - During the holiday period, major comic conventions attract tens of thousands of visitors, with events like Wonder Festival (WF) 2025 in Shanghai expected to draw 100,000 attendees [3]. - WF 2025 has seen a 33% increase in corporate exhibitors and an 11% increase in individual creators compared to the previous year, with ticket sales showing a 20% year-on-year growth [3]. - Comicup 2025 Shanghai Plus (CPSP) also experienced rapid ticket sales, with hotel bookings near the venue increasing by 524% [4]. Group 2: Visitor Demographics and Spending - The demographic of convention attendees is primarily young, with a significant portion being under 24 years old, indicating a strong interest in the "二次元" (2D) culture [8][10]. - The average spending per visitor at events like the Firefly Comic and Game Carnival was 663 yuan, with 18% of attendees spending over 1,000 yuan [6]. Group 3: Industry Growth and Market Potential - The number of "二次元" users in China is projected to reach 503 million by 2024, with the market size expected to grow to 597.7 billion yuan [9]. - The emotional engagement and community aspects of "二次元" culture provide a unique opportunity for businesses to differentiate themselves in a competitive market [10]. Group 4: Revenue Streams and Business Models - Revenue for comic conventions primarily comes from ticket sales and brand sponsorships, with costs including venue, security, and promotional activities [9]. - Smaller companies in the convention space often struggle to achieve profitability solely through event hosting and may need to diversify their business models [9].

Core Viewpoint - The gold market is gaining attention as the National Day holiday approaches, with various brands adjusting their gold jewelry prices, indicating a potential upward trend in gold prices [1][2][3]. Price Adjustments - Major brands such as Chow Tai Fook, Chow Sang Sang, and Luk Fook Jewelry have set their gold prices at 1108 CNY per gram, while other brands like Lao Feng Xiang and Lao Miao are priced at 1100 CNY per gram [1][2]. - Chow Tai Fook confirmed that its "fixed price" gold products will see price increases starting in October, with specific adjustments to be announced later [2][3]. - Recent reports indicate that some brands have already begun or are about to increase their product prices, with potential increases of 30%-40% for popular items [3]. Emerging Trends - A new product called "Pain Gold," which resonates with younger consumers, has gained popularity, priced at 2800 CNY per gram, significantly higher than standard gold jewelry prices [4]. - The collaboration between traditional brands and popular culture, such as Chow Tai Fook's partnership with the game "Black Myth: Wukong," has resulted in substantial sales, exceeding 1.5 billion CNY [4]. Market Dynamics - The "谷子" (Guzi) economy, which includes merchandise from comics, games, and animations, is projected to reach a market size of 168.9 billion CNY in 2024, growing over 40% from 2023 [5]. - Gold's intrinsic value provides a more stable investment compared to other merchandise in the "谷子" category, even as trends fluctuate [5]. Price Influences - Multiple factors are contributing to the sustained high gold prices, including anticipated interest rate cuts by the Federal Reserve and geopolitical risks [6][7]. - Historical data suggests that gold prices tend to rise following interest rate cuts, with an average increase of 6% within 60 days [6]. - The long-term outlook for gold remains positive due to the restructuring of the global monetary credit system and the weakening of the dollar's reserve status [7].