一夜之间，"疯狂动物城"又火了。 凭借有张力的故事、讨喜的外形，兔子朱迪和狐狸尼克这对经典CP再现荧屏，不仅单日票房破2亿元， 衍生周边也成为顶流。49.9元的爆米花套餐里，那个印着朱迪、尼克的爆米花桶也戳中大众"味蕾"。 联动电影中的新角色与场景，上海迪士尼"疯狂动物城"主题园区持续更新；潮玩品牌52TOYS推出"疯狂 动物城最佳拍档系列"玩具，并借势在线下构建IP体验场景；泡泡玛特推出的《再续系列》盲盒手办销 售火爆，隐藏款"芬尼克"在二手市场溢价数倍；名创优品售卖的电影周边出现在挂件、帽子、擦手巾、 纪念章甚至冰箱贴上……一个IP的影响力越来越大，并形成了规模效应。 一头，是市场敏锐捕捉大众需求并创新IP产品；另一头，是愿为优质内容埋单的用户。"1000个观众心 中有1000个IP"，当熟悉的背景音乐响起，心跳的角色出现，你会为它埋单吗？ （文章来源：经济日报） 哪吒的"我命由我不由天"带来的同频共振，使观众在电影票根之外多了与IP相关的购物小票；"愿每一 个拧巴敏感的内耗小姐都能遇到一位引导型的大方先生"，这是一位《疯狂动物城2》观众的高赞影评。 对消费者来说，一个逻辑通顺、情感真挚的好故事，一个踩中 ...

Core Viewpoint - Various regions are implementing multiple measures to cultivate new consumption scenarios and promote the "first launch economy," injecting new momentum into economic development [1] Group 1: New Consumption Scenarios - The "Guangde Three-piece Set," consisting of stewed pot, milk tea, and peach crisp, has gained popularity, attracting a large number of tourists from the Yangtze River Delta, with 573,500 visitors recorded in the past week, a year-on-year increase of 33.65% [3] - Guangde, located at the intersection of Jiangsu, Zhejiang, and Anhui provinces, has leveraged the opening of the Hu-Su-Hu high-speed railway to enhance its appeal, launching special activities and providing free parking and bus services to meet the consumption needs of young consumers [5] Group 2: Promotion of First Launch Economy - Dalian has transformed its former electronics market into an immersive consumption space centered around "trendy play culture," integrating e-sports, anime themes, and smart technology, with over 1,000 promotional events held this year and 133 million yuan in consumption vouchers distributed to boost consumer activity [7] - Chengdu has seen the establishment of over 710 first stores this year, with more than 280 events such as first exhibitions and performances held. The city plans to establish 6,500 first stores and 100 economic landmark projects by the end of 2027 to continuously release consumption potential and enhance urban competitiveness [9]

央视网消息：近年来，各式各样的玩偶娃娃在年轻群体中圈粉无数。最近，大家又玩出了新花样，给它 们买衣服、"凹造型"，带着玩偶出游"拍大片"，多种多样的新玩法逐渐兴起，"娃衣"成为了潮玩的"标 配"。小小"娃衣"究竟为何能够"出圈"？ 背带裤、小裙子、小帽子……这些时尚的服饰不是童装，而是给玩偶穿的衣服。在街头巷尾，不少年轻 人的背包上都挂着穿着精美衣服的小玩偶。 谈起玩偶的穿搭大家都滔滔不绝，"娃衣"可以说是款式新颖、种类丰富。这小小的"娃衣"到底为什么这 么吸引人？ 市民表示，这些衣服就可以自己给它搭配，价格几十、几块的都有。形象比较可爱，会经常给它换衣 服。把它装扮得非常漂亮，然后放在电脑屏幕前，就像它一直在陪着自己学习一样，在心灵上有了安全 感。这是一种自己心灵的投射，可以在娃娃身上根据自己的想法，把它打扮成自己想要的样子，这是最 享受的过程。 娃衣专营店负责人倪超表示，给到年轻人或者是小孩子更多的是一种陪伴，同时也能给他们提供情绪价 值，这个产品能兴起来也有这个原因在里面。 线下"娃衣"专营店仪式感满满 玩偶的衍生品类"娃衣"正逐渐成为年轻群体的社交话题。在网络平台上，大家纷纷晒出玩偶的个性穿 搭，从基 ...

展开《疯狂动物城2》长达60多家的联名品牌名单，既有泡泡 玛特、名创优品等以IP为核心元素的潮玩品牌，还涌入了跨界 品类。从零售潮玩到服饰箱包、从黄金饰品到家电3C、从美 妆到快餐，从东方航空、大众汽车到天猫、京东超市等电商平 台，IP联名产品几乎覆盖了人们的衣食住行方方面面。 作者：罗文利 封图：东方IC 看着电商后台滚动的销售数据，代羽舟知道，这次大胆尝试的迪士尼动画IP授权联名活动，"押 宝"成功了。 迪士尼时隔9年推出的动画电影《疯狂动物城2》，中国内地预售票房超3亿元，上映7天票房超20 亿元，已成中国影史进口动画票房冠军。自2025年11月26日与北美同步上映以来，该影片在中国 内地的票房表现超过北美市场，暂居全球第一。 拿下IP授权 作为兔头妈妈市场和销售的负责人，代羽舟从前年就开始观望市场上一些潜在的IP联名标的。 每年9月，迪士尼会举办大中华区消费品启动大会，并将其IP授权的业务表现和未来战略作为重点 展示。在去年的大会上，兔头妈妈团队看到了迪士尼即将上映的《疯狂动物城2》和品牌的契合度 非常高。 没过多久，代羽舟便带领团队开始接触迪士尼商讨《疯狂动物城2》的授权合作，他和团队为此准 备了丰 ...

Core Insights - Disney's animated film "Zootopia 2" has achieved significant box office success in China, surpassing 3 billion yuan in pre-sales and over 2 billion yuan in the first week, making it the highest-grossing imported animated film in Chinese history [2] - The collaboration between Disney and various brands, including the children's oral care brand Rabbit Mom, has led to a surge in IP licensing business, with a reported threefold growth in the Zootopia IP licensing in Greater China since December 2023 [3][5] - The trend of deep integration of IP into product design is becoming more prevalent, with brands focusing on emotional connections with consumers through character-driven products [3][6] Brand Collaboration and Market Strategy - Rabbit Mom began exploring potential IP collaborations two years ago and successfully secured the licensing for "Zootopia 2" to create a series of oral care products [4][5] - The collaboration with "Zootopia 2" was driven by the alignment of the film's audience with Rabbit Mom's target demographic, appealing to both children and their parents [6] - The pricing strategy for the collaborative products is set below 30 yuan, targeting a broad consumer base, with plans for further IP collaborations in the future [7] IP Licensing Dynamics - The IP licensing process involves thorough due diligence and negotiation, with brands needing to demonstrate compatibility and market performance to secure licenses [8][9] - The common business model in the IP licensing industry is a "minimum guarantee + revenue share" approach, ensuring both parties benefit from sales performance [9][10] - Brands are increasingly focusing on long-term partnerships with stable IPs to avoid short-term collaborations that do not yield sustainable benefits [11] Market Trends and Future Outlook - Disney's strategic focus on the Chinese market is evident, with tailored content and a significant push for IP collaborations across various sectors, including retail and entertainment [12][14] - The anticipated release of "Zootopia 2" has led to a flurry of pre-launch collaborations, with numerous brands engaging in cross-promotional activities [12] - Disney's consumer products division reported a retail revenue of $62 billion, highlighting the importance of IP in driving sales and brand recognition in the Chinese market [14]

伯钦巷，伦敦金融城核心地带的一条古老街巷，英国央行、皇家交易所、商业银行、保险及资产管理机 构在周围汇聚。全球知名品牌价值评估与战略咨询机构品牌金融公司的办公室也坐落于此。 作为国际公认的权威机构，品牌金融公司每年基于原创市场调研完成逾6000项品牌估值，发布100余份 覆盖全球各行业与地区的品牌价值排行榜及研究报告。 在该公司2025年初发布的《全球软实力指数》中，中国多项软实力指标显著增长。"中国的表现令人印 象深刻。"公司创始人、董事长戴维·黑格告诉记者，"在我们评估的遗产与文化、教育与科技、国际关 系、商业与贸易等八大支柱领域，中国在绝大多数指标上都呈现出持续走强的态势。" 在他看来，中国软实力的提升绝非偶然，背后有着坚实的"硬支撑"。"作为全球第二大经济体、经济增 速最快的国家之一，中国拥有充足的资源在多个关键领域持续投入，这种坚实的经济实力，为软实力建 设奠定了不可动摇的基础。" 近日，第26届亚洲电视论坛与市场在新加坡开幕，中国展 台以历届最大规模亮相，集中呈现200余部最新精品力 作，吸引广泛关注。图为人们在第26届亚洲电视论坛与市 场的中国展台参观。 邓智炜摄（新华社发） 采访中，黑格特别提 ...

中国消费品牌加速在法国"破圈"，一方面得益于社交媒体平台的加速传播，另一方面缘于这些品牌在多 元素加持下形成的竞争力。 法国丝路商学院教授武世伟指出，中国创意品牌依托成熟的工业化设计能力、体系化的设计流程、稳定 的品牌叙事和高效的供应链协同，形成了远超单一产品本身的竞争力。《回声报》报道，泡泡玛特正进 入强化叙事阶段，通过动画、主题空间与跨品牌合作进一步拓展影响力。 午后，法国巴黎卢浮宫地下商场人潮涌动。位于入口通道一侧的国际潮玩品牌泡泡玛特门店里，消费者 正围在展示台前挑选手办盲盒。"这类产品创意十足，总能带来惊喜，在法国本土很难找到替代品。"28 岁法国女孩诺埃米拆开刚入手的盲盒，向记者兴奋地展示。 诺埃米的直观感受折射出法国消费市场的一个新变化：一批以创意和品牌叙事为驱动力的中国消费品 牌，正凭借全球化审美和成熟的工业化设计能力，赢得了法国年轻群体的认同。 泡泡玛特是法国潮玩热度快速攀升的代表品牌之一。法国《回声报》援引法国IFOP市场调查公司研究 结果报道，在TikTok传播、盲盒经济兴起以及亚洲流行文化影响等因素推动下，法国潮玩市场规模持续 扩大。泡泡玛特热门IP"拉布布"迅速蹿红，已成为法国第三大 ...

央视网消息：近年来，各式各样的玩偶娃娃在年轻群体中圈粉无数。最近，大家又玩出了新花样，给它们买衣服、"凹造型"，带着玩偶出游"拍大片"......多 种多样的新玩法逐渐兴起，"娃衣"成为了潮玩的"标配"。小小"娃衣"究竟为何能"出圈"呢？先来听听大家怎么说。 背带裤、小裙子、小帽子......这些时尚的服饰不是童装，而是给玩偶穿的衣服。在街头巷尾，不少年轻人的背包上都挂着穿着精美衣服的小玩偶。 年轻消费者们不仅在实体店购买娃衣，还会亲手制作。上海静安区的一家毛线针织工作室，今年新开设了娃衣DIY课程，吸引了不少年轻消费者。 据了解，不少课程的参与者还会复购毛线材料包，带回家自主设计创作。 线下"娃衣"专营店 仪式感满满 玩偶的衍生品类"娃衣"正逐渐成为年轻群体的社交话题。在网络平台上，大家纷纷晒出玩偶的个性穿搭，从基础款到定制款，从现代潮流到传统非遗，产品 花样不断翻新。在安徽合肥，还发展出了"娃衣"专营店。继续来看。 "娃衣"专营店里多样的选择、丰富的体验感，吸引了不少年轻人在店里选购。 此外，"自制玩偶"的项目也深受欢迎。从选皮肤、充棉、录制心跳声，到配衣饰，每一步都充满仪式感。 据娃衣专营店负责人介绍， ...

Core Insights - The AI companion toy market is expected to experience explosive growth by 2025, with a projected retail value exceeding 100 billion yuan, and the AI toy segment reaching 29 billion yuan [3][4] - Despite the initial enthusiasm, the market is facing significant challenges, including high return rates of up to 40% for certain products, indicating a lack of product quality and user satisfaction [4][5][15] - Many entrepreneurs in the AI toy sector are misjudging the market by equating "trendy toy thinking" with "AI thinking," leading to products that fail to meet user expectations [8][10] Market Dynamics - The AI toy market has seen a surge in investment, with nearly 31 financing events reported since 2024, including 7 billion-level and 12 million-level investments [3][4] - The initial excitement around AI toys is waning, as evidenced by the high return rates and negative consumer feedback on social media [4][5] Product Challenges - A significant issue is the lack of genuine intelligence in AI toys, which often rely on scripted interactions rather than adaptive, context-aware communication [5][11] - Many products are designed without considering real-life scenarios, leading to poor user experiences and high return rates [11][14] Consumer Expectations - Users expect AI toys to provide emotional connection and memory capabilities, which most current products fail to deliver [7][11] - The core logic of AI companion toys should focus on relationships and growth, rather than merely being collectible items [8][10] Strategic Recommendations - Toy manufacturers need to shift from a one-size-fits-all approach to creating products tailored for specific user scenarios, enhancing user engagement [16][19] - Successful AI toys should integrate AI capabilities deeply into everyday life, providing meaningful interactions rather than just novelty [23][25] - Developers should adopt a multidisciplinary approach, combining technical and humanistic perspectives to create emotionally resonant AI experiences [25][26]

Core Insights - Recently, the company announced the opening of 100,000 premium IPs and the establishment of a special fund of 100 million yuan to develop the comic-drama sector, despite facing revenue decline and challenges in its core online business [2] - The company's revenue for the first half of 2025 decreased by 23.9% year-on-year to 3.191 billion yuan, with net profit down 27.7% to 508 million yuan [2] - The core IP operation business suffered a 48.4% revenue drop to 1.138 billion yuan due to the lack of new film and television releases [2] - The online reading business has stagnated, with revenues of 4.364 billion yuan in 2022, 3.948 billion yuan in 2023, and 4.031 billion yuan in 2024, indicating a growth bottleneck [2] - The average monthly active users on the company's platform fell from 244 million in 2022 to 167 million in 2024, a loss of 77 million users [2] Industry Challenges - The long video platform industry is experiencing systemic crises, with Tencent Video's paid membership dropping by 3 million to 114 million [3] - The film market is also struggling, with a 13% year-on-year decline in box office revenue during the 2025 National Day holiday period [3] - The dual pressure on online and film businesses has hindered the company's path to film adaptation [3] Strategic Initiatives - The company is focusing on comic-dramas and trendy toys as key strategies for breakthrough, leveraging AI technology to create new content forms [3] - The company has achieved over 30 comic-dramas with viewership exceeding 10 million, but faces increasing competition from major players like ByteDance and Bilibili [3] - The trendy toy business is seen as a second growth curve, with a GMV of 480 million yuan in the first half of 2025, nearing last year's total [4] - The company is working on a "Global Trendy Toy Co-Creation Plan" to differentiate itself in the blue ocean market [4] Competitive Landscape - The company is in a catch-up phase in the trendy toy sector compared to established brands like Pop Mart, needing to accelerate resource integration and market promotion [4] - The company aims to leverage its vast IP through AI-enabled lightweight adaptations to activate content value and expand monetization boundaries [4] - Challenges include homogenized competition in the comic-drama sector, brand-building cycles in trendy toys, and the need to address user attrition in the core online business [5]