Core Viewpoint - The emergence of the "first launch economy" is driving industrial transformation and upgrading in Chengdu, with a focus on creating a comprehensive ecosystem for new product launches and enhancing consumer experiences [1][3]. Group 1: Development Initiatives - The Chengdu Jinjiang District has launched the "first launch economy" industrial ecosystem, marking a shift from merely increasing the number of first stores to establishing a closed-loop ecosystem for first launches [3]. - The district plans to create flagship venues such as COSMO Trend Fusion Space, Tianfu Red National Comic Main Venue, and White Egret Bay Technology Exhibition Space, aiming to form an ecosystem layout characterized by "one core leading, two wings interacting, and five circles thriving together" [3]. - The district aims to attract 100 first stores and build a trillion-yuan commercial circle through the "Spring Action" initiative, which includes the introduction of new consumption scenarios, new business formats, and new models [3]. Group 2: Economic and Consumer Trends - Data indicates that 64% of young consumers prioritize spiritual consumption, leading to new consumption trends that reshape their purchasing habits [5]. - The Chengdu government has introduced a comprehensive support system for the digital cultural and creative industry, including a 300 million yuan annual fund and tax reductions for anime companies, as part of the "14th Five-Year Plan" [5]. - The "Three-Year Action Plan for Promoting the First Launch Economy (2025-2027)" aims to boost consumption through five key actions, including new product launches and enhancing the business environment [5].

全链条推进科幻动漫产业发展开辟新兴产业发展新赛道 双方约定，推动建立郑州航空港区科学技术协会，团结引领航空港区广大科技工作者，为航空港区高质 量发展贡献智慧力量。推动成立相关科技社团，营造科幻动漫产业新型创新生态。支持航空港区建设科 幻动漫数字文化产业园，为打造航空港区国际创意时尚中心提供坚实支撑。支持举办国际学术会议，坚 持"世界眼光、以我为主"，为民心相通、学术交流、产品研发、新品推广搭建平台。推动成立国家级和 国际相关组织，推动河南省深度参与全国乃至全球科幻治理。 双方表示，以此次战略合作协议签订为新的起点，建立长效机制，推动合作走深走实，实现资源互补、 相互点亮，推动科技创新和产业创新深度融合，助力航空港区高质量、快速度、超常规发展，加快培育 具有世界影响力的现代产业集群，打造全省经济高质量发展新的核心增长极，为现代化河南建设贡献力 量。 河南省科协、郑州航空港区管委会相关负责同志和河南省科幻协会筹备成立负责人参加签约活动。 省科协与郑州航空港区管委会签署战略合作协议 4月27日，河南省科协与郑州航空港区管委会签署战略合作协议，双方主要负责同志出席签约仪式。双 方将重点在科协组织建设、科学普及推广、新 ...

2025年开年，《哪吒2》以152亿票房横扫中国动画电影市场，彻底激活国漫市场资本热情，嗅到机遇的各大视频平台也开始迅速响应。据雷报统计，今年 以来，除了新作稳定推出外，年番及长期在更动画的数量持续增加，四大平台累计有超过30部这样的作品。（详见：国产动画Q1：优爱腾B 76部在播作 品，有人稳定输出，有人在追赶？| 雷报） 其中，年番作品15部，包括腾讯视频的《斗破苍穹》《完美世界》《仙逆》等9部年番，B站的《凡人修仙传》和《牧神记》，优酷的《师兄啊师兄》和 《仙武传》，以及爱奇艺的《大主宰年番》和《逆天邪神年番》。在4月24日爱奇艺世界·大会的分论坛"新番集结号"爱奇艺动漫2025年度发布活动上，爱 奇艺更是官宣了《元尊年番》《夜无疆年番》《天渊年番》《我有一剑年番》《踏星年番》5部全新年番作品，预计年番矩阵将扩充到7部。 如今，年番作为高投入、长周期的内容形态，已经成为平台构建用户黏性的战略抓手。这种持续性的内容供给策略，正在重塑平台与制作公司的合作关系 ——获得独家投资的动漫公司，正将产能优先倾斜于合作平台的年番、季番等长线项目，行业资源加速向头部内容集聚。 这种分野，不仅折射出平台资源配置的逻辑，更 ...

文 | 刘崇江 2024年底，「与光同尘」推出的全球首部纯AI连载动画《果果星球》于11月16日正式首发上线，故事设定在遥远的1105光年之外，一个只有水果蔬菜存在 的"果果星球"上，主角是一群可爱的果蔬人类"吃土星人"，他们的冒险由此开始。 全球首部AI连载动画《果果星球》 在过去，制作一部动画往往需要数月甚至数年的努力，但随着AI的到来，传统动画制作的流程也发生了改变。据悉，在这部作品的创作过程中，创作者依 靠AI技术进行了大量人物创作和世界观设计。通常制作一部动画作品，团队成员需要花费大量时间来创建前期人物形象、场景设计和细节渲染。而《果果 星球》项目只用了一个5人的制作团队，由一位精通AI技术并拥有编导经验的老师带队，在2周的时间内完成了角色创建、世界观设计和第一集成片的构 建。 目前使用Ai进行创作时，创作者所面对的一些问题 比如说，"场景一致性、角色一致性、风格一致性"其实是AICG的三大技术难题。而在《果果星球》项目中，「与光同尘」的创作者通过自己独特的工作 流，解决了这一难题："我们先通过AI生成角色的各种动作、状态和表情以及不同视角的画面，再将这些画面融合到各种场景的剧照中，并对光影、角色服 ...

Market Overview - On April 28, the toy and animation sectors experienced a collective surge, with companies like Chuangyuan Co. rising over 15% and Zhangyue Technology hitting the daily limit [1] - Other companies such as Tianzhou Culture, Huali Technology, Shifeng Culture, Gao Le Co., Xinghui Entertainment, and Aofei Entertainment also showed strong performance [1] Company Highlights - Chuangyuan Co. (300703.SZ) engaged in IP collaboration with Zhihu and Dunhuang Museum, launching products like the "Feiniaojiji" and Dunhuang cultural series, with a stock price of 15.43, up 7.90% [2] - Perfect World (002624.SZ) focused on IP development, leveraging both original and external IPs, with a stock price of 13.07, up 6.43% [2] - Huali Technology (301011.SZ) is promoting gaming equipment and anime IP derivative products, with a stock price of 26.13, up 4.52% [2] - Gao Le Co. (002348.SZ) has major IP collaborations with brands like Disney and Hello Kitty, with a stock price of 3.26, up 4.49% [2] - Shifeng Culture (002862.SZ) is actively collaborating with high-quality IPs and developing original toys, with a stock price of 23.90, up 3.42% [2] Event Highlights - On April 28, Pop Mart's stock surged over 12%, reaching a historical high [3] - On April 25, Pop Mart topped the U.S. App Store shopping chart and ranked fourth overall [4] - The release of Pop Mart's popular IP LABUBU's third-generation plush product led to trending searches on social media [4] Industry Insights - The global toy industry is entering a historical opportunity period characterized by cross-regional IP penetration, accelerated innovation, and improved channel networks [6] - The shift in consumer preferences from traditional toys to two-dimensional IP culture among younger generations is expected to sustain high demand for collectible toys [6] - The toy market is anticipated to benefit from popular film and streaming IPs by 2025, stimulating interest among young consumers [6] - Emerging categories like trendy toys, card games, and building toys are expected to see significant growth, with companies possessing IP, product, and channel advantages being noteworthy [6] - The AI toy market is still in its early stages, with potential for Chinese toy companies to leverage their manufacturing capabilities for competitive advantage in international markets [6]

中国经济网北京4月28日讯华立科技（301011）(301011.SZ)25日晚披露《2025年度以简易程序向特定对 象发行股票预案》称，本次发行的发行对象不超过35名(含本数)，为符合中国证监会规定的特定投资 者，包括符合中国证监会规定的证券投资基金管理公司、证券公司、信托投资公司、财务公司、保险机 构投资者、合格境外机构投资者，以及符合中国证监会规定的其他法人、自然人或其他合格的投资者。 其中，证券投资基金管理公司、证券公司、合格境外机构投资者、人民币合格境外机构投资者以其管理 的两只以上产品认购的，视为一个发行对象；信托投资公司作为发行对象的，只能以自有资金认购。所 有发行对象均以现金方式认购本次发行的股票。 本次发行的定价基准日为发行期首日，发行价格不低于定价基准日前20个交易日公司股票均价的80%。 本次发行的股票种类为境内上市的人民币普通股(A股)，每股面值为人民币1.00元。本次发行的股票将 在深圳证券交易所创业板上市。本次发行的股票数量按照募集资金总额除以发行价格确定，不超过本次 发行前公司总股本的30%。 本次发行拟募集资金总额不超过14,860.00万元(含本数)，不超过人民币3亿元且不超 ...

Group 1 - The 2025 Zhejiang Province and Hangzhou City Intellectual Property Promotion Week focused on copyright themes, featuring multiple signing ceremonies and the launch of the "International Short Drama Ecological Platform" [1] - Seven regions, including Lin'an District and several counties, were designated as pilot areas for the protection and promotion of folk literature and art copyrights, aiming to enhance copyright awareness and address challenges in copyright protection [2] - The "International Short Drama Ecological Platform" aims to facilitate resource sharing and technological collaboration, leveraging AI technology and creative materials to empower creators and foster commercial innovation [3] Group 2 - A new model for resolving copyright disputes was established in Hangzhou, with the launch of the "Hangzhou Copyright Dispute Diversified Resolution Center," which aims to enhance the efficiency and quality of copyright dispute resolution [4] - As of April 2025, the Hangzhou Internet Court and the Copyright Protection and Industry Development Promotion Association have handled 808 mediation cases, achieving a mediation success rate of 52.45% [4]

近期，闲鱼平台发布的《2025年谷子消费趋势洞察报告》揭示了谷子市场在过去一年的显著变化。数据 显示，2024年谷子消费市场经历了前所未有的增长，年交易额实现了105%的大幅跃升。进入2025年第 一季度，这一趋势得以延续，交易额更是刷新了历史记录。 尤为引人注目的是，国产IP谷子在这一波增长中占据了主导地位。报告显示，国产IP谷子的交易额已经 超越了日系谷子，达到了其1.2倍的水平。这一变化不仅反映了国内消费者对于本土文化的强烈认同 感，也彰显了国产动漫、游戏等文化产业的崛起。 进一步细化来看，国风谷子在闲鱼平台上的销量增长尤为迅猛，一季度销量激增了167%。其中，哪吒 IP谷子更是成为了热销商品，销量暴涨了2346.2%。与此同时，国漫《非人哉》相关的谷子也表现不 俗，销量涨幅达到了惊人的1003.5%。这些数据无疑为国风文化的流行提供了有力的市场证明。 从消费者画像来看，谷子消费市场的变化也呈现出鲜明的特点。女性消费者在这一市场中占据了绝对的 主导地位，占比从2023年的67%进一步提升至2025年的78%。年轻消费者群体也是谷子消费的重要力 量。特别是05后消费者，他们的增速最快，与00后一起构成了谷 ...

Core Insights - The "Guzi" economy, referring to merchandise derived from comics, anime, and games, is rapidly transitioning from a niche market to a mainstream consumer trend among Generation Z [1][2] - The emotional value associated with "Guzi" products, which provide a tangible connection to beloved IPs, is a key driver of this consumption trend [1][3] Market Dynamics - Over 20 first- and second-tier cities in China are developing "Guzi" themed consumer landmarks, with significant examples including the transformation of the underground level of Wangfujing Joy City in Beijing, which is expected to double its revenue in 2024 compared to the previous year [2] - The "Guzi" economy is projected to reach a market size of 168.9 billion yuan in 2024, reflecting a 40.63% increase from 2023, with expectations to exceed 300 billion yuan by 2029 [2] Cultural Impact - Generation Z not only consumes "Guzi" products but also actively creates related cultural content, contributing to the growth of quality cultural IPs [3] - The success of domestic animations and games, such as "Nezha 2," illustrates the synergy between cultural production and consumer demand, enhancing the "Guzi" economy [3] Industry Development - The "Guzi" economy is fostering innovation in consumption scenarios and is seen as a significant contributor to the evolution of China's cultural industry [4] - Ensuring a stable market order and high-quality cultural output is essential for the sustainable growth of the "Guzi" economy, with a focus on copyright protection and product quality [3]

本文字数：1074，阅读时长大约2分钟 2025.04. 24 国元证券在2024年12月发布的《IP供给与精神消费共振，谷子经济崛起》报告中曾表示，相对"日 谷"，"国谷"购买便捷、价格便宜，国产IP的崛起叠加"国谷"在渠道和价格方面的显著优势共同驱动 导读 ： 国潮风格的谷子，让长期习惯"日谷""美谷"的用户有了惊喜感。 作者 | 第一财经 陈杨园 "谷子经济"的热浪中，"国谷"（中国IP谷子）正突破"日谷"（日本IP谷子）包围，迎来迅速增长。 4月24日，闲鱼发布《2025闲鱼谷子趋势报告》，数据显示，今年一季度，闲鱼谷子交易额创历史新 高，"国谷"交易额反超"日谷"。 从具体IP来看，国产女性向游戏《恋与深空》和手游《第五人格》分别升至闲鱼2025年谷圈IP销量 榜第一和第二，超越去年排名前三的日谷"顶流"《排球少年》《蓝色监狱》和《咒术回战》。 此外，哪吒也成为推动"国谷"增长的重要力量。2025年春节档电影《哪吒之魔童闹海》爆火后，第 一季度，闲鱼哪吒IP谷子销量同比激增2346.2%，中国神话题材的国漫《非人哉》IP谷子量同比涨幅 也达到1003.5%。 游戏产业分析师、产业时评人张书乐对记者分 ...