Core Insights - The beauty industry is experiencing significant shifts, with a competitive landscape characterized by the rise of domestic brands and the stability of international brands [1][2][4] - The top beauty brands on Douyin are dominated by domestic players, with 韩束, 珀莱雅, and 欧莱雅 leading the rankings [2][9] - New entrants like 百雀羚 and 丸美 have made their way into the top 20, indicating a resurgence of domestic brands [9][11] Brand Performance - 韩束 has maintained its position as the top brand, followed by 珀莱雅 and 欧莱雅, while international brands like YSL and 兰蔻 have shown mixed results [2][9] - The emergence of brands like MEICHIC美诗 and 蒂洛薇 highlights the competitive nature of the market, with 蒂洛薇 recently achieving the top spot in the color cosmetics category [9][27] - The performance of brands such as 花西子 and 极萌 has declined, indicating a shift in consumer preferences [7][9] Influencer Ecosystem - The influencer landscape is shifting towards entertainment-oriented and comprehensive content creators, with traditional beauty influencers losing ground [1][44] - Influencers like 韦雪 have gained prominence, showcasing the changing dynamics in the beauty influencer market [44][48] - Brands are increasingly relying on a mix of influencer marketing and self-operated accounts to drive sales [41][42] Market Trends - The beauty market is seeing a trend towards self-operated models and direct-to-consumer strategies, with brands like 林清轩 and 百雀羚 successfully leveraging these approaches [14][20] - The reliance on heavy investment in advertising and low pricing strategies by brands like ELL and 三资堂 raises questions about long-term sustainability [37][39] - The competitive landscape is expected to evolve as brands focus on product development and brand strength to navigate market fluctuations [49]

新浪科技讯 6月13日上午消息，360集团创始人周鸿祎于微博发布与海尔集团董事局主席、首席执行官 周云杰对话视频，谈及企业家做IP的酸甜苦辣。 视频中，周鸿祎牢骚道，"很多人觉得企业家做IP就是做网红，就要直播带货，不带货就是不务正业， 其实想一想当年没有短视频、没有直播的时代，企业家不也要著书立传，也要到处去讲学，也要上央视 对话。" 对此，周鸿祎表示，"我非常认同您这种看法，只不过现在做IP的地点变了，表达方式变了，但是其实 还是您说的要和公众对话，要和用户交流。"（文猛） 责任编辑：杨赐 周云杰表示，这个过程中自己也在想，做IP的目的是什么？单纯的宣传企业还是做一个流量顾问？不是 的，因为我作为一个企业家的主要职责，还是要管企业的方向，怎么样把企业的战略、组织变革机制设 计做好，这是更重要的工作，但怎么样把这两件事结合起来，我就想了很久，我想通一个道理。 "海尔现在做了这么多IP，加起来也有一个多亿的粉丝，但这里面好多信息是散的，因此自己想怎么样 通过做个人视频以后，以点带面能够把企业的系统变革能够和IP这件事结合起来，不管是产品的设计、 质量的改进，用户的服务，用户的体验。"周云杰表示，"这件事能够和 ...

52TOYS品牌背后公司于5月份向港交所递交招股书，公司在原创IP的打造上也引起行业关注。据了解， 52TOYS自2019年起便持续推出自有潮流IP。包括NOOK、Sleep、Lilith等。在潮流IP之外，52TOYS还 拥有科幻IP猛兽匣，文化IP超活化、胖哒幼PandaRoll。截至2024年底，52TOYS拥有35个自有IP。 本报讯(记者李豪悦) 近日，"2025TOYHEARTEXPO玩心展"落幕，国内IP玩具品牌52TOYS在展会期间公布三大自有潮流 IP。除了2022年推出的NOOK，52TOYS此次展出了CiCiLu和PoukaPouka两大全新自有潮流IP，进一步 构建品牌成熟的产品矩阵。 上述负责人表示："我们注重IP风格、调性的多样性和差异化，同时结合52TOYS丰富的产品品类，依据 IP特点打造不同的产品，凸显和诠释每个IP的内核。"据悉，52TOYS目前的产品形态涵盖静态玩偶、可 动玩偶、发条玩具、变形机甲及拼装玩具、毛绒玩具及衍生周边六大品类。 截至2024年底，52TOYS拥有80个授权IP，与迪士尼等国际知名IP建立了长期稳定的合作关系。同时， 也在持续孵化和运营自有IP，涵 ...

发力自有潮流IP。 本文为IPO早知道原创 作者｜Stone Jin 微信公众号｜ipozaozhidao 据 IPO早知道消息， 国内 IP玩具品牌52TOYS 日前 以 "初夏心事派送"为主题，携三大自有潮流 IP亮相2025 TOY HEART EXPO玩心展。 值得注意的是， 除了 2022年推出的NOOK，52TOYS 本次 还带来 CiCiLu和Pouka Pouka两大 全新自有潮流IP ——其中， CiCiLu的展示区以海洋为主题， 本次展会推出了 「星星象」毛绒挂 件、「心动海胆」大体手办和「泡面好吃」手办三款 CiCiLu潮玩 ；而全新 IP Pouka Pouka则被 一片粉色簇拥，本次玩心展发售了Pouka Pouka「波卡波卡」系列搪胶毛绒盲盒和限量「绵云宝 宝」搪胶脸毛绒公仔。 除了潮玩， 52TOYS还为玩家准备了CiCiLu「泡面吧唧」、杜邦纸斜挎包，Pouka Pouka「童年 的纽扣」手机链、「粉沁之心」和「香芊珠珠」胸针等IP衍生周边，，满足玩家不同的消费需求。 事实上，作 为国内 IP玩具领域的佼佼者，52TOYS自2019年起便持续推出自有潮流IP。除了 NOOK，梦 ...

投资者关系活动记录表 证券代码：300703 证券简称：创源股份 宁波创源文化发展股份有限公司 编号：2025-008 | 投资者关系活动类别 | 特定对象调研 | ☐分析师会议 | | --- | --- | --- | | | ☐媒体采访 | ☐业绩说明会 | | | ☐新闻发布会 | ☐路演活动 | | | 现场参观 | | | | ☐其他 | | | | 长江证券 章颖佳长江证券 中信建投基金 杨广太平养老 山证资管 吴桐弥远投资 | 孙伯阳 贺骞辉 许鹏飞 | | 参与单位名称及人员姓名 | 浙商资管吴文钊浙商证券 | 史凡可 | | | 浙商证券褚远熙 浙商证券许振媛 | | | | 天弘基金 王海山天弘基金 | 黄子函 | | | 天弘基金张韬 | | | 时间 | 2025年5月20日14:00-15:00 | | | | 2025年5月21日 9:00-11:00 | | | 地点 | 浙江省宁波市北仑区庐山西路45号 | | | | 副总裁 王桂强 | | | 上市公司接待人员姓名 | 董事会秘书 赵雅 | | | | 证券事务代表 吴熙 | | | | 1.AIGC 项目情况？ | ...

创业，且行且珍惜！ 鉴于时下现状，农业领域或乡村振兴领域低成本创业才是正道，以轻资产、少投入、轻运营的方式创新创业才有可能翻身。（推荐100个低成本创业项目， 但不建议当作诸位的投资依据，请各位创业者朋友谨慎选择） 一、特色种植类（20项） 2、林下散养土鸡 3、阳台盆栽蔬菜 行业：生态农业 准入门槛：需掌握有机认证流程，土地需3年转换期 投资估算：3-5万元（含大棚、种子、认证） 盈利能力：溢价30%-50%，年回报率超40% 人均收益：2-3万元/亩/年 落地方案：对接社区团购+电商平台，打造"订单农业"模式 行业：生态养殖 准入门槛：需林地流转协议，防疫资质 投资估算：1-2万元（含鸡苗、围栏、饲料） 盈利能力：鸡蛋溢价50%，肉鸡溢价30% 人均收益：1.5-2万元/户/年 落地方案：结合农家乐提供"现宰现吃"体验，拓展B端客户 行业：庭院经济 准入门槛：需掌握无土栽培技术 投资估算：0.5-1万元（含种植箱、营养液） 盈利能力：毛利率60%-70% 人均收益：0.8-1.2万元/年 落地方案：社区团购+短视频直播，主打"都市菜园"概念 ...（其余17项包括药用蘑菇、蓝莓种植、玫瑰切花等，逻辑同上） ...

Core Viewpoint - The recent controversy surrounding the promotional video for the new "Detective Conan" building blocks by the brand Blokus highlights the importance of understanding fan sentiments in the IP derivative product market, showcasing the brand's quick response to public backlash and its implications for future marketing strategies [2][4][31]. Company Overview - Blokus, established in 2014, has become the largest building block character toy company in China and the third largest globally, currently transitioning from a children's toy market to a broader audience [7]. - The company went public on the Hong Kong Stock Exchange in early 2023, with an initial share price of HKD 60.35, which rose over 81.61% on the first trading day, reflecting strong market confidence in the collectible toy sector and the Blokus brand [8]. Sales Performance - As of now, the cumulative sales of the "Detective Conan" building blocks have exceeded 2000 units across platforms like Tmall, Douyin, and Pinduoduo, indicating a positive market reception despite the initial backlash [7]. - In the past year, Blokus achieved a revenue of CNY 2.241 billion, marking a year-on-year growth of 155.6%, with major IP products like Ultraman and Transformers contributing to 90% of its revenue [11]. Product Strategy - Blokus has diversified its product offerings, with over 431 SKUs available, of which more than 95% target consumers aged 16 and below, maintaining a price range from CNY 9.9 to CNY 399 [13][11]. - The brand's strategy includes leveraging popular IPs to attract various consumer demographics, enhancing its brand influence in the domestic building block toy market [19][24]. Marketing and Consumer Engagement - The brand's marketing approach must adapt to the differing consumer demands associated with various IPs, as evidenced by the backlash from "Detective Conan" fans due to perceived disrespect towards the characters [27][29]. - Blokus's rapid response to the controversy, including the removal of the promotional video and public apologies, demonstrates the necessity of aligning marketing strategies with fan expectations to avoid damaging brand reputation [4][31]. Future Outlook - Blokus aims to expand its target audience while continuing to innovate its product offerings and marketing strategies, recognizing the need for ongoing improvement in engaging with diverse IP fan bases [24][34].

Core Viewpoint - Luzhou Laojiao reported impressive financial results for 2024, with revenue reaching 31.196 billion yuan and net profit of 13.473 billion yuan, marking record highs in various performance metrics [1] Financial Performance - In 2024, Luzhou Laojiao's revenue was 31.196 billion yuan, a year-on-year increase of 3.19%, while net profit was 13.473 billion yuan, up 1.71% [1] - For Q1 2025, revenue was 9.352 billion yuan, reflecting a year-on-year growth of 1.78%, and net profit was 4.593 billion yuan, an increase of 0.41% [1] - The production of mid-to-high-end liquor in 2024 increased by 26.18%, with sales volume rising by 14.39%, contributing approximately 27.585 billion yuan to revenue, a 2.77% increase [1] Dividend and Shareholder Returns - The company plans to distribute a cash dividend of 6.759 billion yuan (including tax), with a cumulative cash dividend total of 43.301 billion yuan by the end of 2024, resulting in a dividend payout ratio of 60.93% [1] Digital Transformation Strategy - Luzhou Laojiao has designated 2023 as the "Year of Marketing Digitalization," 2024 as the "Year of Digitalization Breakthrough," and 2025 as the "Year of Digitalization Implementation," focusing on advancing its digital transformation [1] Market Position and Consumer Insights - The company has established a cultural IP matrix to engage consumers, with 42% of the Gen Z demographic participating in liquor consumption, and 68% of consumers considering "cultural experience" as a key factor in purchasing decisions [1] - Luzhou Laojiao's international sales network spans over 70 countries and regions, capturing approximately 40% of the overseas taxable market share in countries along the Belt and Road Initiative [1] Brand Development and Global Recognition - The company has shifted from a single cultural output to a dual-driven approach of "culture + product," enhancing its global brand recognition and influence, and has been included in several global brand rankings [1]