临近年末，演唱会市场刮起了一阵"怀旧风"：20多年前因出演偶像剧《流星花园》而走红的偶像团 体"F4"，以新阵容的形式在上海举办演唱会。演出唤起了不少80后、90后的记忆，门票也在短时间内售 罄。 不过，拥抱经典IP不等于"简单炒冷饭"，放弃创新只会带来过度消费，反而透支观众情怀，造成审美疲 劳。一些常见例子如，部分二三线城市举办的金曲拼盘演唱会，打包几位有着经典金曲的艺人，再配以 充满怀旧味道的营销话术，快速"收割"一波观众，但演出效果未必"对得起票价"。 不可否认的是，当前，原创IP也在快速崛起。以音乐剧市场为例，尽管经典IP仍是票房主力，但原创IP （尤其是国风、现实题材）已成为打破垄断、推动市场创新的核心力量。中文音乐剧创新创造活力不断 提升，涌现出《寻找李二狗》《夜幕下的哈尔滨》等口碑与市场俱佳的原创新作，《长安十二时辰》这 样的热门国剧IP也从荧幕走向舞台。 然而，一些原创IP仍面临着"小而美""美而散"的困境：受限于制作预算偏低、知名度不足导致演出场次 稀缺，部分创作者为快速变现又忽视内容打磨，进一步制约了原创IP的成长空间。因此，在市场和资本 向口碑稳固、风险较低的经典IP倾斜时，更需警惕挤压 ...

（来源：工人日报） 临近年末，演唱会市场刮起了一阵"怀旧风"：20多年前因出演偶像剧《流星花园》而走红的偶像团 体"F4"，以新阵容的形式在上海举办演唱会。演出唤起了不少80后、90后的记忆，门票也在短时间内售 罄。 梳理今年的演唱会市场，可以看到，借助经典IP、主打"怀旧情怀"的演唱会不在少数：邀请了主创演员 参与的《新白娘子传奇》演唱会、吸引了众多中老年粉丝群体的刀郎演唱会、承载童年回忆的奥特曼主 题大型演唱会……不但形式多样，而且赢得了良好的市场反响。 经典IP稳占市场基本盘，这也体现在音乐剧领域。前不久，中国演出行业协会与北京天桥艺术中心联合 发布的《2025中国音乐剧市场年度报告》显示，全国音乐剧市场规模持续增长，2025年全国音乐剧演出 场次1.97万场，票房收入18.07亿元，观众人数818.59万人次。报告还显示，原版引进音乐剧上演剧目数 量和场次远低于中文音乐剧，但票房收入占总票房的51.4%。其中，引进场次位于前列的不乏大众耳熟 能详的剧目，如《莫里哀》《剧院魅影》《巴黎圣母院》等。 为何"经典怀旧"成为线下演出市场的核心消费趋势之一？一方面，人们愈加渴望确定性与安全感，而经 典IP承载着 ...

Core Insights - Disney has entered into a multi-faceted partnership with OpenAI, allowing OpenAI's AI short video application Sora to utilize Disney's iconic IPs to generate short videos [1][2] - Disney will invest $1 billion in OpenAI and become a major client, leveraging OpenAI's API to develop new products and experiences for Disney+ and its employees [2] - The collaboration highlights the competitive landscape for high-quality content and classic IPs among AI companies, as Disney actively seeks to protect its intellectual property [3][4] Group 1: Partnership Details - Disney will be the first major content licensing partner for Sora, enabling the generation of short videos featuring over 200 Disney, Marvel, Pixar, and Star Wars characters [1] - The three-year licensing agreement allows fan-inspired Sora videos to be showcased on Disney+ [1][2] Group 2: Strategic Implications - The partnership signifies a strong demand for quality content and classic IPs in the AI landscape, as companies like OpenAI seek to enhance their offerings [3] - Disney's proactive approach in collaborating with OpenAI, while taking a hard stance against competitors like Google, underscores the importance of securing top-tier content licenses [3][4] - The collaboration may set a precedent in the industry, where classic IPs become a core competitive advantage for AI models, rather than relying on publicly available resources [4]

Group 1 - The new game in the "Tomb Raider" series will be unveiled at the TGA 2025 awards ceremony on December 11, 2025, with Amazon Games confirmed as the publisher, generating high expectations among global players [1] - The announcement of the new "Tomb Raider" game marks a significant step for Amazon Games in deepening its gaming business and challenging the existing market landscape, positively impacting its company valuation [1] - This news highlights the enduring value and appeal of classic IPs in the gaming industry [1] Group 2 - The first exclusive game for the HarmonyOS ecosystem, "Taiwu Scroll: Sky Curtain Heart Veil," has begun its preview version recruitment, showcasing deep adaptation to Huawei's Mate X7 foldable flagship [2] - "Taiwu Scroll" supports a wide interface and deep interaction logic similar to a computer, and it will seamlessly transition game progress across HarmonyOS devices, including phones, tablets, computers, and smart screens [2] - This development signifies a key breakthrough in game content construction within the HarmonyOS ecosystem, providing positive expectations for the commercialization prospects of the studio involved [2] Group 3 - Tencent's "Peace Elite" has announced a comprehensive upgrade to its cross-platform interoperability feature between WeChat and QQ, allowing players to add friends and invite them to team up in real-time [3] - The upgrade strengthens Tencent's social moat by breaking down platform barriers and integrating two major social systems, potentially increasing user engagement and social stickiness [3] - Overall, this enhancement reinforces market expectations for Tencent to leverage its social advantages to drive gaming growth [3]

Core Insights - The gaming industry is experiencing increasing concentration, with top companies dominating the most lucrative segments, attracting most user engagement with evergreen products [1] - Many companies are exploring opportunities on the Steam platform, particularly focusing on buyout games due to their stable return expectations and lower risk of loss compared to more competitive segments [2][3] Group 1: Changes in Steam's Bestsellers - The recommendation algorithm for Steam's new product festival has changed, allowing for targeted recommendations, which has led to the emergence of several retro-style small-scale hit products [5] - Domestic major companies' investments in overseas studios are starting to show results, with these studios releasing products that incorporate popular gameplay trends [6] - There is a noticeable trend of fewer original IPs among this year's bestsellers, with many being sequels to classic series or remakes, developed by teams experienced in specific gameplay styles [7] Group 2: Performance of Small-Scale Games - In the first half of 2025, 40% of the top 30 selling games on Steam were independent or AA games, indicating a decline in the dominance of traditional AAA companies [9] - Successful small-scale hit products often focus on single classic gameplay mechanics, relying on low-cost control, shareable design, and deep optimization of the experience [12] - Notable small-scale hits include "Heroes of Hammerwatch II," "The Headliners," and "Age of Darkness: Final Stand," showcasing simple yet engaging gameplay [14][15][16] Group 3: Trends in Medium and Large Games - Approximately 70% of successful medium to large games in the first half of 2025 are sequels or remakes of classic IPs, while only about 10% are new IPs created through innovative gameplay [21] - Domestic companies are increasingly focusing on buyout games, which provide stable returns and allow for the testing of new gameplay ideas [23][24] - Major companies like Tencent and NetEase are investing in promising single-player game teams to mitigate risks while developing new IPs [25] Group 4: Upcoming Trends and Predictions - The second half of 2025 is expected to see a continuation of the trend towards classic IP sequels, with players showing a strong interest in nostalgic gameplay experiences [37] - Anticipated titles include new entries in established franchises and remakes, which are likely to perform well in the market [39][40] - The market is looking for products that not only leverage established IPs but also meet modern player demands for engaging and shareable gameplay experiences [42]