从静悄悄拿下横店影城合作权到骨折价转让躺着赚钱的SM，再到前两天溢价接盘负债累累的影视城， 你有没有发现韩流正在悄悄加速回流，已经在中国快销声匿迹的韩流到底嗅到了什么信号？为什么让中 国文娱资本占这么大便宜也要拉中国公司入伙？难道"限韩令"真的开始松动了？ ...

以下文章来源于凤凰WEEKLY ，作者馍王 凤凰WEEKLY . 有温度、有情感、有趣味的新媒体。 9月29日，韩国政府对中国团体游客临时性入境免签政策正式生效。 一向懒得办签证的同事 小k，早在9月初就开始策划自己和韩国的初见之旅。毕竟，被韩剧和 kpop"腌制"多年，小 k 对韩国有无数美好幻想，首尔、釜山、济州岛......这些地名陪伴小 k长大， 一度是她心目中的时尚前沿 。 但她怎么也没想到，落地仁川的瞬间， 小自己对韩国的滤镜就碎了一地。 同样初来乍到韩国的其他朋友们，也在社交平台上叫苦不迭—— 韩剧里的首尔和现实中的首尔之间，隔着十层滤镜； 在韩国，打车、吃饭账单和街边罚款，足以让刚赚到一点小钱的人直呼破产。 毫不夸张地说，韩国旅行就是国庆假期最盛大的「网恋奔现」。热恋的时候，以为是爱情可以战胜 一切，真见了一面才发现： 没有物质的爱情，就是一盘散沙。 01 免签中产败给韩国旅游？ 都说韩国在境外游里开销不算高，可只有真去韩国的人才知道： 韩国旅游有多贵 。 首尔的公交地铁起步价1400韩元（约合 人民币 7元），打车起步价4800多韩元（约合人民币 26 元 ）。 是的， 韩国的交通工具费用基 ...

文 | 娱乐资本论 James 动画电影《K-POP：猎魔女团》（K-POP Demon Hunters）在Netflix流媒体平台上取得了史无前例的成 功，打破了多项观看记录，其IP已迅速演变为一个全球性的文化符号，其影响力渗透至体育、政治等多 个领域。 主要利益相关方在该项目中有不同的财务结局。Netflix通过一次精准的战略收购，以固定成本获得了价 值数十亿美元的IP，成为最大赢家。相比之下，影片制作方的索尼影业在疫情期间抛售，错失了分享巨 额长期收益的机会。作为大厂夹缝中的独立厂牌，音乐制作方The Black Label极大地提升了其全球品牌 价值。至于一直和韩国音乐产业勾连很深的TME（腾讯音乐集团），也获得了一些自己的收益。 在原本作为最大单一市场的中国大陆突然需求骤降，被迫进行全球化战略转型后，《猎魔女团》的全球 性胜利，则体现了这些年韩国娱乐业被深入嵌套进全球资本之后的一次完美案例。 从流媒体到院线，前所未有的统治力 "91 天前，世界发生了翻天覆地的变化。一部电影能如此全面地、普遍地捕捉时代精神，引发一场多年 未见的文化现象，实属罕见。它同等程度地风靡全球，在全球各地的家庭中不断循环播放， ...

9月初，Netflix正式在韩国上线了它的广告系统 Ads Suite。这套系统在美国和欧洲其实早就运行了一年 多，但在韩国，这是头一次。 Ads Suite是一整套广告解决方案：从受众定向、创意管理、内容插入，到外部平台整合、数据回流、表 现监测。 当然，要说这套系统已经媲美YouTube，还远远不够。Netflix对广告技术的理解，显然还处在"前平台时 代"。 但就目前韩国市场来看，哪怕只是一个不成熟的Ads Suite，对于本地电视网络而言，也已经构成了降维 打击。 韩国最大的英文报纸《韩国先驱报》（Korea Herald）甚至直接发了一篇文章，标题是《Here's how Netflix's ads could destroy Korea's media industry》。感兴趣的可以搜一下。 文章的核心担忧在于：Netflix开始通过广告系统渗透进传统电视台赖以为生的广告预算池，开始直接撼 动传统电视台的商业根基。 虽然Netflix的Ads Suite广告系统在韩国直到9月才正式上线，但平台对广告市场的冲击并非从这一刻才 开始。 2024年，韩国整体广播电视广告销售额同比下降8.1%，降至约2 ...

Core Viewpoint - The article discusses the challenges and developments in the South Korean animation industry, highlighting the recent release of the Netflix-funded animated film "Goodbye, Starry People" and its implications for the future of Korean animation [1][30]. Group 1: Industry Background - South Korea's animation industry has struggled to produce successful non-children's animated films, with no notable cases prior to recent developments [3][32]. - The entry of Netflix into the South Korean market in 2015 has significantly influenced the local content landscape, promoting the globalization of "K-Wave" alongside K-POP [2][32]. - The animation sector has historically faced challenges, including a lack of investment and support, leading to a focus on children's content rather than adult-oriented animations [46][68]. Group 2: "Goodbye, Starry People" - "Goodbye, Starry People" is the first exclusive Korean animated film funded by Netflix, featuring a romantic story set in 2050 between an astronaut and a musician [1][4][18]. - The film received a Rotten Tomatoes freshness rating of 88% and a score of 3.9 on Letterboxd from approximately 30,000 users, indicating a positive reception despite low online discussion [1]. - The film's production involved notable actors for voice roles, enhancing its appeal and emotional resonance with audiences [14][16]. Group 3: Challenges and Future Prospects - Despite the film's quality, it struggled to gain traction in the market, ranking third in the Korean film category on Netflix upon release and quickly dropping from the top ten in several regions [30][48]. - The article reflects on the broader issues facing the South Korean animation industry over the past three decades, including failed projects and a lack of audience interest in non-children's animations [31][47]. - The government has announced plans to increase funding for the animation industry, with a goal of establishing a more supportive environment for diverse animated content [74][75].

Core Insights - The animated film "K-Pop Monster Hunters," produced by Sony Pictures Animation and released on Netflix, has dominated international charts since its release on June 20, showcasing the ongoing global influence of Korean cultural waves [1][2] - The film's success is expected to create a halo effect for Korean products, particularly in cosmetics and packaged foods, providing unique investment opportunities through the GlobalX K-Pop and Culture ETF (03158) [1] Group 1 - "K-Pop Monster Hunters" ranked first in 26 countries during its opening week and entered the top 10 in 93 countries, indicating strong audience engagement not only in Asia but also in the U.S. and European markets [2] - The film's portrayal of Korean culture is anticipated to boost exports of Korean products, including food and beauty items, as seen with the potential increased interest in Samyang Foods' spicy noodles and Nongshim's Shin Ramyeon, both of which are components of the GlobalX K-Pop and Culture ETF (03158) [2] - The characters' styling and makeup in the film may spark consumer interest in Korean beauty products, further benefiting Korean cosmetics companies as global exposure increases [2]

Core Insights - The article discusses the resurgence of international sports brands' interest in collaborating with K-pop artists, particularly female groups, to enhance their market presence in Asia, especially China [1][6][25] - Nike's recent signing of aespa member KARINA marks a strategic move to re-engage with the Korean wave and leverage the popularity of K-pop in the Asian market [1][7][25] - Other brands like alo, Puma, and Adidas are also actively signing K-pop artists to boost their brand visibility and sales in the competitive Asian sportswear market [5][6][9] Brand Collaborations - Nike has signed aespa member KARINA, following previous collaborations with other top K-pop artists, indicating a shift back to engaging with Korean talent [1][3][7] - Alo's flagship store opening in Korea featured appearances by K-pop stars, showcasing the brand's commitment to embracing the Korean wave [3][7] - Puma has announced a partnership with BLACKPINK's Rosé as a global ambassador, while Adidas has signed I-DLE member Song Yuqi to promote its Originals line [5][9] Market Strategy - The article highlights that international sports brands are not only focusing on athletic performance but are also betting on fashion trends to capture market share in Asia [6][22][25] - The opening of flagship stores in Korea by brands like alo and Vuori is seen as a strategic move to tap into the Asian market's potential [9][10] - The competition among sports brands has intensified, with a growing number of niche brands entering the market, prompting established brands like Nike and Adidas to adapt their strategies [13][22] Cultural Influence - The influence of K-pop on fashion and lifestyle is significant, with brands leveraging this trend to enhance their appeal among younger consumers [17][20][21] - The article notes that collaborations with K-pop artists serve as a powerful marketing tool, helping brands to connect with the cultural zeitgeist and drive sales [19][25] - The trend of integrating fashion with sportswear is becoming increasingly important, as brands seek to align themselves with contemporary cultural movements [22][23]

Group 1 - The core point of the articles highlights a decline in both the export value and sales volume of K-Pop music in South Korea during the first half of the year, raising concerns within the music market [1][2] - The export value of K-Pop records decreased by 11.6% year-on-year, amounting to $11.443 million, marking a continuous decline for two consecutive years [1] - The top export destination for K-Pop records is Japan, with an export value of $39.095 million, followed by mainland China at $20.102 million and the United States at $19.452 million [1] Group 2 - The sales volume of K-Pop albums also saw a decline, with the total sales of the top 400 albums reaching 42.486 million copies, a decrease of 9% year-on-year [1] - The export to Japan specifically has dropped by 15%, which is a more significant decline than the overall export decrease of 11.6% [2] - The South Korean music industry is pinning hopes on the return of popular groups like BLACKPINK and BTS to revitalize the market, as BTS is expected to return in March next year [2]