中国动画电影《哪吒之魔童闹海》（以下简称《哪吒2》）陆续登陆国外各大影院，观众直呼"震撼"。 《哪吒2》的爆火，让更多人关注全球动画产业及相关动漫市场发展。最新数据显示，2020年以来全球 动漫市场规模呈逐年递增趋势，2024年已超过3000亿美元，预计2024年至2031年间，全球动漫产业年复 合增长率将达到8.64%。近年来，法国、日本、美国等动漫大国更加注重创意和技术结合，持续推出更 具表现力和故事性的多元作品，不断拓宽市场，在全球动漫产业格局中展现出独特的竞争力。 法国—— 日本—— 延长产业链条 扩大海外市场 日本动漫产业发达，在国内外拥有众多动漫迷。根据日本动画协会发布的《2024动漫产业报告》，2023 年日本动漫在海外、电视、网络等9个渠道的累计市场规模首次突破3万亿日元（1美元约合148日元）， 同比增长14.3%。其中，海外市场占到1.7万亿日元。《动漫产业报告》负责人增田弘道表示，借助自媒 体和网络播放的力量，日本动漫产业的海外市场加速扩大，推动了日本动漫市场的整体发展。 日本动漫产业的成功离不开内容创作和技术创新。2023年，由日本游戏开发企业任天堂参与出品的《超 级马力欧兄弟大电影》 ...

中国动画电影《哪吒之魔童闹海》（以下简称《哪吒2》）陆续登陆国外各大影院，观众直呼"震撼"。 《哪吒2》的爆火，让更多人关注全球动画产业及相关动漫市场发展。最新数据显示，2020年以来全球 动漫市场规模呈逐年递增趋势，2024年已超过3000亿美元，预计2024年至2031年间，全球动漫产业年复 合增长率将达到8.64%。近年来，法国、日本、美国等动漫大国更加注重创意和技术结合，持续推出更 具表现力和故事性的多元作品，不断拓宽市场，在全球动漫产业格局中展现出独特的竞争力。 法国—— 创新叙事模式保持多元特色 "我是一个喜欢讲故事的人，在这部电影里，我一口气讲了3个故事。"在法国克莱蒙费朗一家影院，法 国动画大师欧斯洛在第二届"法国制作动画节"开幕电影《法老、野人和公主》放映前向观众介绍。随着 荧幕亮起，观众穿梭于不同时空中，沉浸在欧斯洛构建的奇幻动画世界里。 欧斯洛被视作法国动画复兴的关键人物，在国际动画市场享有盛誉。其1998年上映的动画电影代表作 《叽哩咕历险记》改编自非洲民间故事，取得了商业上的巨大成功。"法国乃至欧洲此前很少出产动画 长片，《叽哩咕历险记》的成功证明，法国可以独立制作并推广优秀动画电影 ...

Summary of Sony Group Corporation's Earnings Call Company Overview - **Company**: Sony Group Corporation - **Focus**: Entertainment business, including games, music, film, and TV programs - **Key Strategy**: Shift towards entertainment, leveraging IP expansion and innovative technologies Core Points and Arguments Strategic Direction - Sony has shifted its business direction significantly towards entertainment, which now accounts for approximately 61% of consolidated sales [1][2] - The long-term creative entertainment vision aims to deliver content through creativity and technology, fostering synergies among various businesses [2] Financial Performance - **FY24 Results**: - Consolidated sales (excluding financial services): ¥12,043.9 billion - Operating income: ¥1,276.6 billion - Record highs in both sales and operating income [9] - **FY25 Forecast**: - Projected sales: ¥11,700 billion - Operating income: ¥1,380 billion, with a potential impact of ¥100 billion from U.S. tariffs [11] Segment Performance - **Game and Network Services**: - Continued growth in PlayStation 5 user base and revenue from services like PlayStation Plus [2][12] - FY24 sales increased by 9% year-on-year to ¥4,670 billion [12] - **Music Segment**: - FY24 sales increased by 14% to ¥1,842.6 billion, with a focus on global market expansion [13] - **Film Segment**: - Anticipated recovery with new titles and a strong IP lineup, including upcoming Spider-Man films [4] - **Anime Growth**: - Crunchyroll's subscriber base has grown to over 17 million, with expectations for continued growth in the anime market [5][6] Technological Innovations - Investment in content creation technologies, including imaging solutions and real-time VFX, to enhance entertainment experiences [7][8] - Focus on mobile image sensors and their evolving capabilities to meet market demands [8] Challenges and Risks - Anticipated impact of U.S. tariffs on profitability, with proactive measures being taken to mitigate risks [11][19] - Ongoing monitoring of economic conditions, particularly employment trends in the U.S. as indicators of potential growth deceleration [25] Future Outlook - Continued emphasis on cross-business collaborations to enhance content creation and distribution [4][5] - Plans for strategic investments and acquisitions in high-growth markets, particularly in music and anime [3][5] Shareholder Returns - A share buyback facility of ¥250 billion and an increase in dividends planned for FY25 [17][18] Other Important Content - The financial services segment is undergoing a spin-off, with implications for future financial reporting [10][15] - The company is exploring location-based entertainment (LBE) as a means to enhance consumer engagement [21][22] - The potential for further business segment spin-offs is acknowledged but not currently planned [26] This summary encapsulates the key points from Sony Group Corporation's earnings call, highlighting the company's strategic focus, financial performance, segment insights, technological advancements, challenges, and future outlook.