一艘智能养殖平台漂浮在湛江湾蔚蓝波涛间，工程师从平台控制舱里远程操作监控系统，渔民则在智能 设备协助下跟踪鱼群的摄食状态。 这是广东现代化海洋牧场中的一个缩影。近年来，广东深入践行"大食物观"，落实"疏近用远、生态优 先"原则，将传统渔业升级为集高端制造、数字科技于一体的万亿级现代化海洋牧场产业集群。 珠海桂山岛的深远海域，巨大的半潜式钢铁平台"格盛1号"傲然挺立。 它的结构设计足以抵御强台风侵袭，平台上方的太阳能电池板在阳光下熠熠生辉，提供24小时100%的 清洁电力。这已不再是简单的养殖网箱，而是一座智能化、自动化作业的"深海工厂"。 广东以"工业化"思维发展深远海养殖装备，力图破解传统渔业在深远海面临的缺装备、缺平台、缺能 源"三缺"困境。广东提出，以装备创新、核心技术攻坚、智能养殖平台建设为抓手，推动深远海养殖成 规模、产业配套成体系。 目前，广东已累计开工现代化海洋牧场项目139个，总投资额超过200亿元，海水鱼养殖产量常年占据全 国近一半，海水鱼苗产量连续七年稳居全国首位。 中国蓝色经济版图里，一场全产业链协同、高度智能化的产业升级正在涌动。据测算，未来动物蛋白需 求增长中，如果一半由渔业提供，将 ...

Market Overview - The潮玩 industry in China is in a rapid growth phase, with low per capita spending on潮玩, indicating high growth potential[4] - Emerging markets like Southeast Asia and Latin America show significant growth potential due to demographic advantages and rapid e-commerce penetration[4] - Mature markets in North America and Europe are experiencing a shift in consumer demand from traditional content IP to emerging image IP due to market saturation and changing media consumption habits[4] IP Lifecycle and Characteristics - Content IP generally has a longer lifecycle compared to image IP, with a higher ceiling for derivative value due to a complete worldview[4] - Image IP tends to experience rapid bursts of popularity but relies heavily on ongoing management for sustained value[4] Company Analysis - Pop Mart's growth is not limited by existing IP like Labubu; its core advantage lies in its ability to cultivate new IP efficiently, emphasizing an industrialized approach to the IP ecosystem[4] - Big Media's IP business, backed by Alibaba, has strong operational capabilities and can attract quality IP rights holders and downstream customers[4] - Blucol's strategy focuses on strong IP and low-price products, with significant growth potential in lower-tier markets[4] - Card Game's core advantage is its channel strength, with a focus on managing inventory and capitalizing on market trends[4] Investment Recommendations - The潮玩 industry in China is recommended for investment due to its rapid growth and low PEG ratios compared to global peers, with a focus on companies like Pop Mart (9992.HK), Big Media (1060.HK), Blucol (0325.HK), and Card Game (not yet listed)[4] Risk Factors - Potential risks include underperformance in copyright renewals, intensified industry competition, and production capacity issues[4]