Core Viewpoint - Giant Star Legend Group Limited has announced a strategic partnership with a well-known robotics company to develop and commercialize companion robots, specifically quadruped robotic dogs, leveraging its extensive IP resources [1][2]. Group 1: Strategic Collaboration - The collaboration aims to integrate emotional resonance from IP into the robot's interaction system, moving beyond simple IP licensing [1]. - Giant Star Legend will handle IP planning, design, and global marketing strategies, while the robotics company will focus on technology, hardware development, and application programming [2]. - The partnership will also explore the commercial value of robots in entertainment settings, such as concerts and live shows, enhancing the integration of star IP [2]. Group 2: Financial Aspects - On July 25, Giant Star Legend announced a placement of 37.5245 million shares, raising approximately HKD 342.6 million, with a share price of HKD 9.13 [2][3]. - The net proceeds of approximately HKD 324 million will be allocated to various initiatives, including expanding retail channels and developing IP physical stores [3]. Group 3: Market Context and Challenges - The consumer robotics market is gaining attention due to policy support and market expectations, but challenges such as high technical barriers and unclear user demand persist [3][4]. - Industry experts suggest that without a strong interactive and content-evolving product, the collaboration may be perceived as mere concept packaging, failing to address growth concerns in the IP business [4].

除了作为产品来销售，巨星传奇还将挖掘智能机器人在演唱会、表演秀等场景的商业化价值。巨星传奇 将负责相关演艺活动的策划、编导及落地执行，将机器人表演作为创新单元系统性植入演唱会、综艺、 直播等场景，以此深度渗透并强化其明星IP矩阵。 7月30日，巨星传奇集团有限公司(以下简称"巨星传奇")发布公告称，公司旗下全资附属公司星创艺(昆 山)文娱有限公司与知名机器人公司达成战略合作，将首先在具有陪伴功能与社交属性的四足机器狗/机 器人开发及商业化(包括但不限于演艺领域等)开展合作，打造具有较强IP属性的消费级机器人产品。 公告显示，合作范围不仅限于巨星传奇旗下艺人资源，更延伸至广泛的艺人IP。双方共同合作，用IP赋 能智能机器人并进行产品开发及商业化。 "合作并非简单的IP授权或外观复制，IP的核心价值在于传递情感共鸣，此次合作正是基于将IP的情感 辐射力注入机器人交互系统。"巨星传奇相关负责人回应《证券日报》记者采访时表示。 战略品牌专家、晶捷品牌咨询创始人陈晶晶接受《证券日报》记者采访时表示，AI大模型与机器人融 合正成为智能硬件的新风口，政策支持和市场预期推动资金加速涌入。随着人口结构变化，情感经济占 比将有所 ...