7月11日11时，周杰伦抖音账号发布了首条作品，视频用AI生成技术展现了周杰伦从小到大的 多个回忆画面。视频最后周杰伦本人现身，并说道："哎哟，不错哟！蛮多回忆的，未来常在 这里见面哦。" 截至下午1时30分左右，周杰伦首条视频点赞量超440万，评论超57万。 据证券时报，有MCN机构人士分析认为，周杰伦以"周同学"身份入驻抖音，有望展现出强劲 的吸粉能力。在这个"流量即资产"的时代，流量池的扩容有望为明星IP业务注入新的动能，也 将反哺新消费业务。"短期看，流量红利将提振公司明星IP影响力、衍生品销售及品牌联名收 入；长期而言，通过持续输出周杰伦的个性化内容，强化IP情感连接，也可以提升商业转化的 自然渗透率。"随着人气歌手的入主，短视频平台同样可以获益。 （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） 出品 | 2 1财经客户端 南财快讯工作室 编辑 | 金珊 震惊业内！4143万巨额家族信托被"击穿"？专家：重大误读 突然爆雷！号称日息1%的平台"人去楼空"，创办人：我已在国外 SFC 21君荐读 公开资料显示，巨星传奇成立于2017年，2023年7月在港交所上市，主要从事IP创 ...

Summary of Conference Call Company Overview - The conference call primarily focused on the analysis of Ains, a company in the maternal and infant products sector, and its recent deep report [1][2] - Ains was established in 1997, initially focusing on the sales of milk powder and has since expanded its business through acquisitions and internal integration [3][4] Financial Performance - Revenue projections for Ains from 2024 to 2026 are estimated at approximately 3.6 billion, 4 billion, and 4.5 billion respectively, with year-on-year growth rates of 7%, 10%, and 12% [2] - The company has maintained a revenue growth rate of around 10% over the past decade, with significant increases in revenue growth rates from 17.5% in 2021 to 36.5% in 2022 [4][5] - For the first three quarters of 2024, the company's revenue was approximately 2.47 billion, reflecting a year-on-year growth of about 2% [5] Business Segments - Ains' primary revenue driver is its milk powder segment, which has consistently contributed 50% to 60% of total revenue [6] - The company is also expanding its product offerings in other food categories and self-owned brands, with a focus on enhancing its online sales channels [6][7] - The online sales channel has seen growth from 5.16% in 2020 to nearly 20% in the first three quarters of 2024 [7] Market Dynamics - The maternal and infant market is facing challenges due to declining birth rates, but recent government policies aimed at encouraging childbirth are expected to stimulate market growth [8][9] - Specific examples include the successful implementation of birth subsidies in regions like Hubei and Hohhot, which have shown positive impacts on birth rates [9][10] Competitive Advantages - Ains has a strong offline presence with nearly 500 stores, primarily concentrated in East China, which provides a competitive edge in customer engagement [11][12] - The company is adapting its store formats to smaller sizes to enhance efficiency and customer flow, with a significant portion of stores now being around 300 square meters [13][14] IP Business Collaboration - Ains is collaborating with Bandai Namco on IP business, which is expected to become a significant growth driver for the company [19] - The partnership focuses on leveraging popular IPs such as Gundam, Dragon Ball, and One Piece, which have substantial revenue contributions [20][21] - Ains plans to expand its IP-related retail presence, with expectations to open more stores in various cities [23][24] Future Outlook - The company aims to increase its share of private label products from 12% in 2024 to 20% in the next two to three years, which is anticipated to enhance profit margins significantly [17][18] - Overall, Ains is positioned to benefit from both the maternal and infant market recovery due to supportive policies and its strategic IP collaborations, indicating a positive growth trajectory [25]