公开资料显示，动漫食品的"年报拖延症"几乎成了习惯。自登陆新三板以来，该公司仅有两份年报是按时披露的，其余均出现不同程度的延期。监管层对此 并非无动于衷，实控人翁盛平已多次因信披违规被公开谴责，但问题仍未得到根治。 更令人担忧的是，动漫食品的内控漏洞远不止于此。从违规担保到关联交易未披露，从股份代持到资金占用嫌疑，一系列问题暴露出这家企业的公司治理已 千疮百孔。 值得注意的是，动漫食品曾试图打造"食品+动漫"的双轮驱动模式，并购天亿马动漫后一度业绩亮眼。然而，随着核心IP《我要回家》热度消退，动漫业务 收入占比从巅峰时期的10.77%跌至不足2%，动漫食品的战略重心被迫回归传统食品赛道。 广东唯诺冠动漫食品股份有限公司（证券简称：动漫食品，代码：839756）正站在退市的悬崖边。截至2025年6月30日，这家新三板挂牌企业仍未披露2024 年年度报告，按照全国股转系统的规定，若无法在最后期限内补交财报，动漫食品将面临强制终止挂牌的命运。 有业内人士指出，动漫食品当初挂牌新三板时应该并没有做好充分准备，包括治理结构等方面。若最终摘牌，中小股东权益如何保障？ 这场由年报"失踪"引发的强制终止挂牌风波，或许只是动漫 ...

Core Insights - The launch of Tencent Video's S+ animation "The Master of Mysterious" marks an intensifying competition in the summer animation market, while domestic comics seem to have a lower market presence compared to domestic animations [1] - Domestic comics have shown significant development over the years, with successful IPs like "Fox Spirit Matchmaker" and "Mo Dao Zu Shi" extending their life through various forms and gaining high fan engagement [1] - Major domestic comic platforms, including Tencent Animation, Kuaikan Comics, and Bilibili Comics, have transitioned from a money-burning phase to refined operational strategies, leveraging AI technology and gamified experiences to enhance user engagement [1] Group 1: IP Development and Success Stories - The classic domestic comic IP "Fox Spirit Matchmaker" celebrated its 10th anniversary, achieving over 5.7 million collections and 18.7 billion views on Tencent Animation [2][4] - "Fox Spirit Matchmaker" has successfully transitioned from comic to animation and then to live-action series, creating a comprehensive fan economy and expanding its audience beyond the original fanbase [4] - Another prominent IP, "Mo Dao Zu Shi," has also celebrated its 10th anniversary in comics and 9th in animation, maintaining high ratings and viewership, with its sixth season expected to generate renewed interest [4][9] Group 2: Platform Strategies and Innovations - Kuaikan Comics has shifted back to IP development, producing self-made dramas and animations, with its adaptation of "The Unlovable Her" topping iQIYI's drama charts [10][12] - Bilibili Comics has become a significant IP reservoir, developing various adaptations, although its strategy of prioritizing live-action adaptations before animations has faced challenges in audience reception [14] - The integration of AI technology in content creation has allowed platforms like Tencent Animation to enhance production efficiency and user experience, while Kuaikan Comics has introduced interactive features to engage users [15][17] Group 3: Market Trends and Financial Performance - Bilibili has seen substantial growth in its IP-related merchandise, with over 10 billion yuan in sales for IP-related products in 2024, reflecting the strong market demand for anime-related content [19] - The competitive landscape among the three major domestic comic platforms is expected to continue, with each focusing on their strengths and expanding their unique offerings in the market [19]

Core Insights - The report highlights the rapid growth and innovation within Chengdu's internet industry, with 3,725 internet-related companies achieving a total revenue of approximately 742.9 billion yuan in 2024 [2] Group 1: Financing and Investment - Chengdu's financing market is thriving, exemplified by the listing of Chengdu Great Wall Development Technology Co., Ltd., which raised 1.017 billion yuan, setting a record since the North Exchange's inception in 2021 [3] - In 2024, the internet sector in Chengdu saw 167 investment events, a 72% increase year-on-year, with 149 companies receiving funding, marking a 59% rise [4] - Notable companies like Guanyan Technology and Tuomi Shuangdu have secured multiple rounds of investment, totaling nearly several hundred million yuan [6] Group 2: Innovation and Development - Chengdu's internet companies are recognized for their strong innovation capabilities, with over 190 national and provincial innovation platforms and approximately 39,000 effective patents, covering 52.7% of enterprises [8] - The animation industry in Chengdu has shown remarkable growth, with the film "Nezha 2" achieving a box office of 15.9 billion yuan, showcasing the vitality of the local animation sector [9] - The gaming industry in Chengdu is robust, with over 300 core R&D companies and a workforce of about 50,000, making it the fourth largest in the country [10] Group 3: Application and Technology - Chengdu is advancing smart city initiatives with applications like autonomous vehicles and drones, enhancing urban competitiveness [11] - The artificial intelligence sector in Chengdu is developing comprehensive advantages in computing power, core software, and chip design, with companies like Kaola Youran leading in AI platforms [12] - The e-commerce sector is thriving, with significant growth in digital consumption, cross-border, and live-streaming e-commerce [14]

Core Viewpoint - The anime industry is at a technological crossroads due to the rapid integration of AI, facing a significant supply-demand imbalance while exploring AI's potential in production processes [1][3]. Group 1: Current State of the Anime Industry - The anime industry is experiencing a historical supply-demand split, with top studios having schedules booked two years in advance, leading to a production bottleneck [3][6]. - The global anime market is growing at over 10% annually, driven by a younger demographic that has grown up with anime, including Gen Z and Gen Alpha [6][8]. - Production in the anime industry remains highly labor-intensive, with 30%-40% still relying on traditional hand-drawn methods, indicating a low level of industrialization and digitalization [8][9]. Group 2: AI Integration Paradigms - Three main types of companies are emerging in the AI-anime space: traditional studios looking to enhance efficiency with AI, disruptive startups rethinking production processes around AI, and hybrid models using AI as an assistant [9][17][24]. - Traditional studios are exploring AI to optimize specific production steps, such as in-between frame generation, but face challenges with stability and quality [10][12]. - Disruptive companies like KAKA Creation are attempting to create content primarily through AI, but often struggle with maintaining the artistic quality and exaggerated aesthetics typical of traditional anime [17][19]. Group 3: Challenges and Future Prospects - The current limitations of AI in generating stable and coherent video content pose significant challenges, with most models generating videos of only 10-20 seconds [32][34]. - The anime industry faces ethical dilemmas regarding AI-generated content, particularly concerning voice acting and the potential displacement of human creators [36][37]. - There is a growing interest in how AI can enhance creative possibilities, such as complex costume designs that were previously too labor-intensive to produce [28][29].

Group 1 - The article highlights the growing popularity of the "Bilibili World" (BW) convention in Shanghai, featuring renowned game producer Hideo Kojima as a guest, which has excited the anime and gaming community [1][2] - In 2024, all 250,000 tickets for the BW convention sold out instantly, indicating a significant demand that exceeded the number of available tickets by hundreds of thousands [2] - Shanghai is increasingly recognized as a "city of anime," with numerous events and themed activities attracting a large number of young people [3][2] Group 2 - The evolution of Shanghai's anime culture can be traced back to the "Wenmiao Animation Street," which transformed from a traditional market into a hub for anime-related products in the late 20th century [4][5] - The renovation of Wenmiao Street in 2021 led to the relocation of many anime shops, which subsequently spread anime culture throughout the city [5][6] - The emergence of anime-themed shopping centers, such as the "Bailian ZX Creative Park," has significantly boosted foot traffic and sales, with the park achieving sales of 300 million yuan and attracting 9.5 million visitors in 2023 [7][8] Group 3 - The transformation of traditional shopping malls into anime-themed spaces has become a trend, with several malls in Shanghai incorporating anime elements to attract customers [8][9] - The rise of the "anime economy" has led to the opening of flagship stores for major brands, enhancing the shopping experience for anime enthusiasts [11][12] - Shanghai's gaming industry is thriving, with major companies like Sony and Nintendo establishing a presence in the city, contributing to its status as a key market for international game developers [11][12] Group 4 - The article emphasizes the integration of anime culture into everyday life in Shanghai, with more people engaging in outdoor activities related to anime, such as cosplay [10][14] - Events like the "Star Rail LIVE" concert demonstrate the strong community engagement and popularity of anime-related activities in the city [15] - The article concludes that anime culture has transitioned from a niche interest to a significant aspect of urban life in Shanghai, reflecting the city's progressive and inclusive nature [18]

Core Insights - The first International Animation IP Designer Skills Competition will be held in 2025 in Shanghai, aiming to integrate animation IP with the cultural tourism industry and cultivate high-skilled innovative talents [1][2] - The competition attracted over 500 participants and features a dual-track format of theme design collection and on-site skill competitions, innovatively creating a "competition, training, certification, exhibition, and application" model [1] Group 1 - Shanghai is establishing an animation IP designer skills platform to support the further development of the animation industry [1] - The Nanxiang Town in Jiading, a historical cultural city, is becoming a hub for the animation and gaming industry, with over 1,500 companies in the sector [1][2] - The production of the film "Nezha 2" saw a quarter of its work done in Jiading, highlighting the region's growing influence in the animation industry [1] Group 2 - Nanxiang Town has set up the "Animation Craftsman ACG Vocational Training Base" to accelerate the development of a talent pool and support high-quality growth in the animation industry [2] - The "Yingcai Hui" comprehensive service project focuses on the full-cycle needs of industry talents, providing one-stop services including housing, education, and medical care [2] - The competition will also promote the integration of animation IP with cultural heritage, exemplified by the design of products based on the national intangible cultural heritage "Nanxiang Xiaolong" [2]

Core Insights - The global anime consumer base has surpassed 1.2 billion, with domestic users reaching 300 million, indicating a broadening age range and aesthetic demand within the audience [1] - The Shanghai TV Festival and Tencent Video Animation co-hosted a forum discussing the lifecycle extension of animation IPs, featuring creators from around the world sharing insights on content themes, artistic forms, and international collaboration [1] Group 1: Industry Trends - The forum highlighted the importance of maintaining the vitality of an animation IP after it has gained visibility, emphasizing the need for high-quality production standards [3][6] - The animation industry is witnessing rapid changes in supply and demand, which drives continuous innovation and requires creators to engage more sincerely with their audience [10][13] - The rise of domestic animation is becoming a reality, with Tencent Video aiming to become a leading platform for cross-media works in the next decade [16] Group 2: Content Creation and Audience Engagement - Successful animation requires a deep understanding of audience preferences, with creators encouraged to collect data and engage with viewers to ensure their work resonates [13][15] - The importance of balancing innovation with audience expectations was emphasized, as creators must avoid merely catering to trends while still delivering meaningful content [17] - Various companies are exploring new technologies and narrative techniques to enhance their animation offerings, such as 3D printing and AI integration [8][20] Group 3: IP Development and Global Strategy - Companies like Wanda Animation are focusing on global operations for their IPs, aiming to represent Chinese culture on the international stage [18] - Tencent Video has developed multiple formats for its IPs, including special episodes and theatrical releases, and is planning long-term strategies for content expansion [20] - The industry is moving towards creating high-quality, large-scale domestic animation that meets diverse market demands, with a focus on technological advancements [20]

深圳：举办汽车展、家居展、宠物展、动漫展等 鼓励参展企业首发产品或服务 金十数据6月25日讯，《深圳市关于促进服务消费高质量发展的若干措施》近日印发，其中提出，构 建"以展促消"新格局。培育专业组展机构及上下游配套企业，支持与服务消费相关领域市场化办展，打 造消费领域品牌展会活动。举办汽车展、家居展、宠物展、动漫展等，鼓励参展企业首发产品或服务。 用好文博会、礼品展、家具展等展会带动效应，探索"门票+"新模式，带动吃、住、行、游、娱、购消 费。积极参加进博会、服贸会，吸引更多国际知名企业投资以及服务业态落地。 ...

Core Viewpoint - The Japan Economic Federation has released a proposal for the sustainable growth of the anime industry, advocating for the adaptation of previously canceled manga into animation, highlighting the industry's potential despite facing systemic risks [1][5][25]. Group 1: Industry Background - The anime industry in Japan has been a significant cultural and economic pillar since its inception, with notable successes in the early 2000s, such as "Naruto" and "Spirited Away," which contributed to its global popularity [5][7]. - In 2002, the revenue from Japanese animated products exported to the U.S. was approximately $4.359 billion, significantly surpassing the total revenue from steel exports to the same market [7]. - The Japanese government has recognized the anime industry as a key economic sector, with policies aimed at enhancing its international competitiveness [9]. Group 2: Current Challenges - The anime industry is experiencing a bifurcation, with about 43.8% of full-service studios reporting increased revenues, while 33.3% of outsourcing studios face declining profits [10]. - Rising production costs and the depreciation of the yen have made it increasingly difficult for small to medium-sized animation studios to survive, leading to a wave of closures [14]. - The industry faces a talent shortage, with 47.3% of workers being freelancers, contributing to instability within the sector [16]. Group 3: Global Competition - The rise of South Korean webtoons has significantly impacted the Japanese anime market, with the South Korean market growing from 724 billion won in 2017 to over 2 trillion won in 2023 [17][19]. - Chinese companies are leveraging advanced technology, such as AI, to reduce production costs, with AI penetration rates in China and South Korea at 62% and 57%, respectively, compared to Japan's 8% [22]. - Chinese investments in Japanese anime companies are increasing, with companies like Tencent and Bilibili actively participating in IP development [22]. Group 4: Proposed Solutions - The Japan Economic Federation's proposal includes creating a global crowdfunding platform for fans to invest in the adaptation of canceled manga into animation, although the implementation details are still under development [25]. - The success of this initiative will depend on the industry's ability to adapt to the fast-paced demands of the streaming era, moving away from traditional production processes [27].

Core Viewpoint - Japan's cultural output lacks a strategic approach, hindering its ability to leverage its rich cultural assets for global influence, unlike South Korea which has successfully positioned culture as a core strategic asset [1][2][3] Group 1: Comparison with South Korea - South Korea has transformed from a niche cultural exporter to a cultural superpower over the past 20 years, excelling in music, film, and fashion [1][2] - The South Korean government supports cultural industries through coordinated investment, talent development, and marketing, fostering a culture of risk-taking and long-term planning [2] - Korean dramas contributed $8 billion in streaming revenue to Netflix from 2020 to 2024, showcasing the economic impact of cultural exports [2] Group 2: Japan's Cultural Strategy - Japan possesses significant cultural capital, with globally recognized anime, games, fashion, and cuisine, yet fails to translate this into global influence due to a lack of cohesive strategy [1][2] - The Japanese cultural strategy is fragmented, with media and content policies dispersed across various institutions and dominated by traditional interest groups [2] - Young Japanese creatives face challenges such as low income, long working hours, and limited career advancement, which discourages talent retention in the creative sector [2] Group 3: Recommendations for Japan - Japan should integrate soft power with economic development, improve labor conditions in the creative sector, and modernize export and copyright infrastructure [3] - Learning from successful neighboring countries can empower Japan to enhance its cultural strategy and global presence [3] - A strategic approach that aligns with Japan's cultural assets is essential for future growth and influence [3]