有粉丝一次囤10套"冲销量" 巨星传奇此次代理的卡牌以周杰伦25年音乐生涯与"嘉年华"巡演为主题，售价350元/盒，每盒内含50张卡片，每盒标配6～7张的折射卡、特卡（指具有特 定主题、专属名称和独特设计，获得率较低，独立于普卡之外的卡片），并以周杰伦生日数字"118"作为限编基数（指卡牌发行的限量总数），吸引了不 少周杰伦粉丝与歌迷群体的关注。 周杰伦IP又上新了，这次瞄准的是卡牌赛道。 距离周杰伦宣布以"周同学"账号入驻抖音平台刚好3个月，10月9日，Etersource品牌宣布推出官方授权周杰伦"嘉年华"世界巡回演唱会系列收藏纪念 卡。"周杰伦概念股"巨星传奇（06683.HK）作为该品牌发售全球总代理，这也是周杰伦出道25周年的首款官方授权收藏卡。 目前，该卡牌产品已在Etersource淘宝旗舰店开启限量预售，产品预售上架时间为一周（10月9日～10月16日）。截至10月11日12点，该卡牌产品已售出超 1000件，超900人加购。 巨星传奇成立于2017年，创始人均与周杰伦关联密切，因此被称为"周杰伦概念股"。公司主营业务包括新零售业务和IP创造及营运，而周杰伦IP是核心明 星IP。2023年7月 ...

作者｜兰杰 编辑｜乔芊 10月3日，国内头部的卡牌公司卡游，与全球知名的体育与娱乐收藏品企业Fanatics Collectibles达成合作，双方将联合在中国市 场推出NBA官方授权的球星卡产品——NBA Match Attax 2025系列。 在国内，Fanatics Inc. 这家全球体育与娱乐收藏品巨头或许鲜为人知。 早在2021 年 8 月的时候，Fanatics Inc. 就获得了MLB、MLBPA、NBA、NBPA 等顶级体育赛事的长期交易卡制造和分销权。 2022年， Fanatics 收购了传统球星卡龙头 Topps ，同时与在高端卡拍卖、展示层面与苏富比等拍卖行合作。由此，其正式成为 交易卡制造、授权、D2C 和二级市场服务于一体的巨头，同时也是球星卡赛道的巨头。随后不久，据《华尔街日报》报道，在 于2022年年底再次完成了一轮7亿美元的融资后，Fanatics Inc. 估值达到了310亿美元。 Fanatics Collectibles正是Fanatics Inc. 的子公司，成立于 2021 年，专注于生产和销售体育交易卡、体育纪念品等。如今进入中国 市场，是其全球化战略中的重要一步 ...

完整早报音频，请点击标题下方小耳机收听 【宗馥莉申请 "娃小宗"商标进入"异议程序"】 宗馥莉欲更换新品牌"娃小宗"，但该商标目前进 入"异议程序"。宗馥莉所掌控的宏胜饮料集团有限公司，在今年 2 月至 5 月申请了一系列"娃小 宗"商标，这些商标最晚在 9 月 20 日通过初审并公示。同期，一份娃哈哈《关于开展 2026 销售年 度经销商沟通工作的通知》流出，通知显示，为维护"娃哈哈"品牌使用的合规性，娃哈哈集团决定从 2026 年新的销售年度起，更换使用新品牌"娃小宗"。"娃小宗"系列商标现在已经进入异议程序。中 国贸促会专利商标事务所商标代理人任羽潇解释，商标注册申请经过国家知识产权局初步审查后，进 入公告阶段。（财新网） 【零跑汽车官方回应成失信被执行人】 零跑汽车发布声明称，关注到关于零跑因业务纠纷被强制执行 的报道，系零跑与广州首汽汽车服务有限公司的一起合同纠纷。零跑已于 2024 年 6 月 25 日，在 调解书确定的履行期限内足额支付了全部款项 3618085.25 元。对于尚未解决的车辆过户事项，零 跑正在和广州首汽汽车服务有限公司积极磋商，推动妥善解决。零跑汽车表示，目前一切运转正常。 （ ...

以下文章来源于36氪未来消费 ，作者兰杰 36氪未来消费 . 伴随着卡牌市场的增长，以及自身产能的拉升，Hitcard去年已经实现了约4亿元的收入，同比增长超600%，今年预计还会有同比100%的增长，且已经实 现盈利。 卡牌行业的另辟蹊径。 文 ｜ 兰杰 编辑 ｜ 乔芊 来源｜ 36氪未来消费（ID：lslb168） 封面来源 ｜ Hitcard官网 36氪获悉，卡牌公司Hitcard正在推进上市进程 ，或可能成为"卡牌第一股"。 目前推测，上市层面会引发关注的核心问题 有三： 卡牌的主要客群是 谁 ？如何解决卡牌公司对于 单一 IP依赖的问题？如何保证盲盒售卖形式的合规？ 而Hitcard差异化的成长路径，让 他们 可以较为从容地应答这些问题。 另辟蹊径的HitCard 如今占据国内卡牌市场份额超70%的卡游，之所以如此快速地崛起壮大，某种程度上是因为成功压中了"奥特曼"、"小马宝莉"以及"哪吒2"等爆款IP。 在这里看到消费的未来。36氪旗下官方账号。 Hitcard创立于2021年， 专注于打造成年人收藏卡。从2021年12月起，先后获得上海联创投资创始人冯涛、泡泡玛特、红杉中国种子基金、千岛潮玩族以 ...

文｜兰杰 编辑｜乔芊 据国盛证券相关报告，2024年中国集换式（以收集、交换为主）卡牌市场规模为263亿元，位列全球第 一，是泛娱乐品包中增长最快的品类，预计到2029年市场规模有望达到446亿元。 伴随着卡牌市场的增长，以及自身产能的拉升，Hitcard去年已经实现了约4亿元的收入，同比增长超 600%，今年预计还会有同比100%的增长，且已经实现盈利。 36氪获悉，卡牌公司Hitcard正在推进上市进程，或可能成为"卡牌第一股"。 Hitcard创立于2021年，专注于打造成年人收藏卡。从2021年12月起，先后获得上海联创投资创始人冯 涛、泡泡玛特、红杉中国种子基金、千岛潮玩族以及阅文集团等机构与产业方的投资。Hitcard创始人赵 云鹏告诉36氪，今年上半年，HitCard还完成了一笔融资。 赵云鹏是名95后连续创业者，曾经做过校园O2O"宅米"项目，本人也是潮玩、卡牌的爱好者。公司如今 核心团队成员有五人，其中三个都曾和赵云鹏一起创业过。 目前推测，上市层面会引发关注的核心问题有三：卡牌的主要客群是谁？如何解决卡牌公司对于单一IP 依赖的问题？如何保证盲盒售卖形式的合规？而Hitcard差异化的成长 ...

Hitcard创立于2021年， 专注于打造成年人收藏卡片。从2021年12月起，先后获得上海联创投资创始人冯涛、泡泡玛特、红杉中国种子基金、千岛潮玩 族以及阅文集团 等 机构与产业方的 投资。 Hit c ard创始人赵云鹏告诉36氪，今年上半年，HitCard还完成了一笔融资。 赵云鹏是名95后连续创业者，曾经做过 校园O2O"宅米"项目，本人 也是潮玩、卡牌的爱好者。公司如今核心团队成员有五人，其中三个都曾和赵云鹏 一起创业过。 据 国盛证券相关报告， 2024年中国集换式（以收集、交换为主）卡牌市场规模为263亿元，位列全球第一，是泛娱乐品包中增长最快的品类，预计到 2029年市场规模有望达到446亿元。 伴随着卡牌市场的增长，以及自身产能的拉升，Hitcard去年已经实现了约4亿元的收入，同比增长超600%，今年预计还会有同比100%的增长，且已经 实现盈利。 在上市的问询阶段，赵云鹏表示，彼时监管最关心的问题 有三： 卡牌的主要客群是 谁 ？如何解决卡牌公司对于 单一 IP依赖的问题？如何保证盲盒售卖 形式的合规？而Hitcard差异化的成长路径，让 他们 可以较为从容地应答这些问题。 卡牌行业的 ...

Core Viewpoint - The card market has cooled significantly compared to 2024, with a decline in both transaction volume and consumer interest, largely due to the lack of leading IPs to drive the market [1] Group 1: Market Dynamics - The interest in card games has waned as consumer attention shifts towards other trends, such as the vinyl and plush toy craze led by Pop Mart [1] - The competitive narrative in the domestic card game market is diversifying, moving away from the dominance of a single leading player [1] - Despite the cooling market, various capital sources are accelerating their entry into the card game sector [1] Group 2: Company Developments - Flash Soul, a new entrant in the card game market, completed a significant financing round of several hundred million RMB, marking the largest disclosed financing in the card sector in the past year [2] - Founded in 2023, Flash Soul has a strong founding team, including the chairman of Yaoji Technology and a former market director from Card Game [2][3] - Flash Soul's rapid rise has led it to be referred to as a "dark horse" in the card industry [5] Group 3: Product Strategy - Flash Soul's collaboration with NetEase on the game "Identity V" quickly gained market traction, with its second product selling out within a month of launch [6][7] - Unlike competitors focusing on younger audiences, Flash Soul targets game IPs, establishing a clear competitive strategy [10] - The company is investing heavily in trading card games (TCG), which emphasize community interaction among players, as opposed to collectible card games (CCG) that rely on rarity [12] Group 4: Strategic Partnerships - Flash Soul has partnered with major gaming franchises, including a TCG series based on "Genshin Impact" and a collaboration with Riot Games for a TCG set in the League of Legends universe [11] - The company is committed to significant annual investments in marketing and support for core stores [11] Group 5: Industry Context - The TCG market is more mainstream in mature overseas markets, offering better customer retention and predictable demand [13] - However, the TCG sector in China faces challenges, including high operational costs and a lack of professional talent [14] - The Yaoji system, which includes Flash Soul and Yaoji Toys, has a broad influence across the card industry, leveraging extensive resources and established operational frameworks [15][16] Group 6: Corporate Structure - The Yaoji system has deep and extensive industry layouts, impacting various segments of the card market [15] - Although Yaoji Toys and Flash Soul are no longer directly linked to Yaoji Technology, they share a common control structure and historical ties [17][18] - Concerns have been raised about the potential risks of operational overlap and governance transparency between the entities within the Yaoji system [19]

Core Viewpoint - The article discusses the international expansion strategy of Kayou, a card game company, highlighting its efforts to replicate the success of brands like Pop Mart in Southeast Asia through various retail models and partnerships [4][10][23]. Group 1: Expansion Strategy - Kayou is attempting to enter the Southeast Asian market by utilizing local distributors and establishing retail channels, similar to the approach taken by Pop Mart [4][5]. - The company has identified four main retail models for overseas expansion: regional agency partnerships, single-store franchises, collaborations with chain supermarkets, and e-commerce platforms [6][8]. - Kayou's first overseas store opened in Hong Kong's K11 shopping art museum, with plans for further expansion in Macau and Malaysia [9][10]. Group 2: IP and Content Strategy - Kayou has launched overseas versions of popular IPs such as My Little Pony, Harry Potter, and DC Comics, aiming to leverage globally recognized brands for market penetration [10][12]. - The company lacks a standout IP like Pop Mart's Labubu, which has significantly driven sales and brand recognition, posing a challenge for Kayou's growth [12][18]. - Kayou's self-developed IPs are heavily influenced by Chinese culture, which may limit their appeal in international markets due to cultural barriers [14][15]. Group 3: Competitive Landscape - The article draws parallels between Kayou and American trading card companies like Panini and Topps, which have successfully expanded into Asian markets by leveraging established sports IPs [19][20]. - American companies have developed diverse marketing strategies, including social media engagement and community-building events, which Kayou could adopt to enhance its market presence [21][22]. - Kayou's reliance on culturally specific IPs may hinder its ability to achieve the same level of market penetration as its American counterparts, necessitating a long-term strategy to build brand recognition and user engagement [22][24]. Group 4: IPO and Future Prospects - Kayou submitted its IPO application in April 2025, but progress appears stalled, potentially due to compliance issues or challenges related to its IP portfolio [23][24]. - The company's international expansion could enhance its IP potential and provide a positive narrative for its IPO, which is crucial for establishing trust in overseas markets [23][24].

比如8月27日，卡游的供应商之一"京华激光"发布2025半年报，显示其 文创业务的上半年营收同比增长61.98%，主要原因是国产电影《哪吒之魔童闹海》 上映后，相关的卡牌产品迅速风靡社会群体，并在短期内迅速放量。 京华激光的总部位于浙江绍兴，主要产品为激光全息防伪膜、激光全息防伪纸，此前主要业务是为烟草品牌提供包装产品，目前也为卡游的哪吒、小马宝 莉、叶罗丽、奥特曼、名侦探柯南等IP的卡牌提供深加工服务。 京华激光的激光防伪贴膜等产品 姚记科技8月26日披露旗下球星卡公司"卡淘 "（ 上海璐道粗体育文化发展有限公司 ） 2025上半年概况，其营收约1.05亿元，同比增长33%；净利润约1200 万元，同比增长39%。2024下半年卡淘陷入亏损，今年上半年恢复盈利。 上周，文创潮发布了日本五大企业在TCG方面的2025上半年经营情况（万代、多美、Bushiroad、Konami、宝可梦）。 这些厂商，卡牌业绩普遍超过去年同期，比如万代海贼王OPCG发售了10款卡包卡组、多美与彩虹社虚拟主播IP合作的卡牌持续热销、Bushiroad TCG事业 销售额同比增长34.42%，等等。 在中国，最近也有不少正向数据披露 ...

Core Insights - The article highlights the record attendance of 410,300 visitors at ChinaJoy, with a significant portion being young players aged 18-29, making up 64% of the audience [1] - It emphasizes the emerging trends in consumer behavior among young people, particularly in the gaming and digital entertainment sectors, focusing on personalized experiences and emotional value [1][20] Group 1: Emerging Consumer Trends - The "one square meter desktop economy" reflects a trend where young consumers seek to personalize their workspace, transforming it into a healing corner [2] - Brands like AKKO are capitalizing on this trend by offering customizable gaming peripherals that resonate with young people's interests and emotions [2][5] - The demand for personalized products extends to various consumer segments, including female gamers who are increasingly seeking tailored gaming accessories [26][27] Group 2: Brand Collaborations and IP Licensing - Many brands are leveraging game collaborations to attract young consumers, with notable partnerships observed at ChinaJoy, such as Merck's collaboration with "Bai Yao Pu" and "Duo Duo Lemon Tea" with "Identity V" [11][15] - The article discusses the importance of aligning brand image with the chosen IP to ensure resonance with the target audience, as seen in the case of Duo Duo Lemon Tea [15][17] - Creative engagement strategies, such as interactive experiences and unique product designs, are essential for brands to deepen their connection with young consumers [17] Group 3: Niche Market Focus - Companies are increasingly focusing on specific consumer segments rather than trying to appeal to everyone, as demonstrated by brands like Hitcard, which targets adult collectors rather than the younger demographic typically associated with card games [20][22] - The success of brands like Piececool, which offers metal 3D puzzle models, showcases the potential of catering to diverse interests and aesthetics within the consumer base [22] - The article notes that the growing female gamer demographic is prompting brands to create products that cater specifically to their needs, as seen with LAMZU and its mouse designed for smaller hands [26][27] Group 4: Emotional Connection and Brand Identity - The overarching theme of ChinaJoy is the emotional connection brands seek to establish with young consumers, aligning with the event's theme of "Gathering What You Love" [35] - Brands are not just selling products but are also creating identities and experiences that resonate with consumers' passions and interests [35] - The focus on emotional value and personal expression is becoming a key driver in the purchasing decisions of young consumers [35]