商业化反哺IP源头：Overlap获得宝可梦+小学馆近亿元投资…… 2025年，潮玩高速发展、谷子经济进入新阶段，在IP商业开发越来越成熟的同时，IP源头公司也迎来了新机遇。 近期，多家动画与漫画公司有了新动向。 9月16日，杭州玄机科技股份有限公司（简称玄机科技）调入新三板创新层，离它登陆北交所又近了一步。 9月22日，动画IP公司Pinkfong披露上市申请，预计11月6日在韩国Kosdaq交易市场上市。 近日，宝可梦投资的轻小说与漫画公司Overlap，宣布获得东京证券交易所的上市批准，预计于10月3日进行首轮公开募股（IPO）。 今天文创潮就来看看这三家的最新概况。 玄机科技：半年收入2.13亿，衍生品增132% 2025上半年，玄机科技营业总收入约为人民币2.13亿元，同比大幅增长了68.9%；营业总成本为1亿元，同比只增长23.7%；净利润约6335万元，同比增长 836.88%。 玄机科技的增长主要源于核心业务的驱动，包括数字内容制作、数字内容创作及授权、衍生品销售三大板块。 数字内容制作服务仍是其支柱，衍生品销售业务虽然目前规模相对较小，但展现出极高的增长潜力，上半年其收入的同比增幅高达132 ...

Core Insights - The 2025 Beijing Animation Week has officially commenced, featuring a giant cat mascot and a vibrant opening ceremony that highlights the significance of animation in contemporary culture [1][3]. Group 1: Event Overview - The event spans five days with the theme "Animation + Together is More Exciting," focusing on three core areas: quality content, industry implementation, and consumer empowerment [3]. - The Beijing Exhibition Center transforms into a comprehensive platform for forums, screenings, markets, and competitions, allowing citizens to attend for free with prior reservation [3]. Group 2: Industry Development - The "China Animation Development Report (2025)" was released, showcasing the annual development of the national animation industry across seven dimensions, including the transition from quality to blockbuster content and the reshaping of communication patterns [3]. - The derivative market related to the animation industry is projected to reach 652.1 billion yuan this year, indicating a significant growth trajectory [3]. Group 3: Competitions and Forums - The "Drawing China" international creative competition was launched to promote the synergy between painting and animation, enhancing the international dissemination of Chinese culture [5]. - A series of forums and competitions are scheduled, including a main forum and five parallel forums, featuring over a hundred industry experts discussing various aspects of animation creation and technology application [5]. Group 4: Industry Participation - The event showcases major domestic animation companies, with 58 leading enterprises presenting their latest IPs and technological innovations [7]. - The exhibition includes advanced technologies such as AI animation creation tools and VR experiences, featuring popular titles that resonate with multiple generations [7]. Group 5: Community Engagement - The animation week extends beyond the main venue, with various activities planned across Beijing, including film screenings and themed events in different districts [8]. - A unique performance titled "AI Animation · Integrated Comedy" is set to explore the fusion of AI animation and stage comedy, broadening the immersive experience of animation [8].

Core Viewpoint - YOOUSI is leveraging AI tools to significantly reduce the adaptation cycle of manga into anime from 1-2 years to just 1-2 months, aiming to enhance production efficiency and capitalize on the fast-paced content consumption environment [3][4][7]. Group 1: Company Overview - YOOUSI, established in 2017, is an AI anime technology company that integrates AI creative tools with global distribution and original anime content [4][7]. - The company has completed several million RMB in angel financing, with plans to enhance its team, upgrade core technology, and expand into international markets [3][4]. Group 2: Technology and Production - YOOUSI has developed proprietary AI tools that enable the transformation of manga into short video content, termed "manju" (漫剧), with episodes lasting 1-3 minutes [4][7]. - The quality of YOOUSI's recent works has improved significantly, achieving production standards comparable to traditional anime while maintaining lower costs [8][11]. Group 3: Market Strategy and Performance - YOOUSI's business model has evolved from focusing on long video platforms to expanding into short video and emerging platforms, demonstrating the commercial potential of "AI + manju" through successful collaborations with major platforms like Douyin [11][14]. - The company is targeting the Japanese market, where the average revenue per paying user (ARPPU) is significantly higher than in the domestic market, indicating a strategic shift towards more lucrative international opportunities [14][20]. Group 4: Future Plans and Partnerships - YOOUSI plans to establish its own manju platform in Japan, aiming for a comprehensive upgrade from "content going abroad" to "brand globalization" [17][21]. - The company has formed strategic partnerships with entities like SoftBank's SB Creative and T&B Global Media Group to enhance IP development, content production, and overseas distribution [21].

"优时映画"正在通过AI工具，把动漫改编的周期缩短到1-2个月。 作者 | 王毓婵 编辑 | 乔芊 36氪获悉，AI动漫科技公司—— "优时映画 YOOUSI"（以下简称 YOOUSI）已完成数千万元人民币天使轮融资，本轮由云启资本与 BAce Capital联合 投资，跃为资本担任独家财务顾问。 融资将主要用于打造顶尖团队、升级核心技术，并全面推进海外市场布局。与此同时，公司正推动新一轮融资，旨在加速国际化扩张，打造面向全球的动 漫科技生态。 等一部你喜欢的漫画被改编为动漫，需要多久？ 在动漫产业非常成熟的日本，一部漫画从上市到被改编为动漫，通常需要1到2年。首先，漫画需要在读者中获得好评并展现市场潜力，然后等待投资方 或动画公司介入，进行企划、与漫画版权所属杂志社商谈。待合作确定后，投资商、出版社、动画公司、广告商等会共同成立制作委员会，开始动画的制 作。 1到2年是个相当长的时间。在短视频平台每天都能给人带来新刺激的当下，粉丝们的热情会被快速分解、稀释。如果能够缩短周期、加大产能，整个行 业自然也能获得明显的提振。 一家名为"优时映画"的公司，正在通过AI工具，把动漫改编的周期缩短到1-2个月。这家中国 ...

文｜王毓婵 36氪获悉，AI动漫科技公司—— "优时映画 YOOUSI"（以下简称 YOOUSI）已完成数千万元人民币天使轮融资，本轮由云启资本与 BAce Capital联合投资， 跃为资本担任独家财务顾问。 融资将主要用于打造顶尖团队、升级核心技术，并全面推进海外市场布局。与此同时，公司正推动新一轮融资，旨在加速国际化扩张，打造面向全球的动漫 科技生态。 等一部你喜欢的漫画被改编为动漫，需要多久？ 在动漫产业非常成熟的日本，一部漫画从上市到被改编为动漫，通常需要1到2年。首先，漫画需要在读者中获得好评并展现市场潜力，然后等待投资方或动 画公司介入，进行企划、与漫画版权所属杂志社商谈。待合作确定后，投资商、出版社、动画公司、广告商等会共同成立制作委员会，开始动画的制作。 1到2年是个相当长的时间。在短视频平台每天都能给人带来新刺激的当下，粉丝们的热情会被快速分解、稀释。如果能够缩短周期、加大产能，整个行业自 然也能获得明显的提振。 一家名为"优时映画"的公司，正在通过AI工具，把动漫改编的周期缩短到1-2个月。这家中国公司成立于2017年，是一家融合"AI创作工具与全球化发行、原 创动漫内容"的新型AI动漫 ...

Group 1 - The core industry value added of the digital economy accounts for about 10% of GDP, becoming a key force supporting high-quality economic development [1] - The digital economy is expanding in scale, with applications in various fields such as virtual reality and artificial intelligence, leading to the emergence of new professions [1] - The Shenzhen Nanshan Museum has integrated the Dunhuang Grottoes into its exhibition through digital technology, showcasing a new mode of exhibition [3] Group 2 - A virtual reality development engineer and his team spent six months creating the digital Dunhuang virtual reality exhibition, involving data processing and content design [5] - The virtual reality team consists of over 20 members, highlighting the increasing number of new roles and collaboration among different job functions [5][7] - The team has developed over 20 virtual reality products, primarily applied in cultural tourism and digital performances, with a growing demand for talent [7] Group 3 - Digital technology is creating new employment opportunities, such as flight simulators for training pilots, which are becoming increasingly important in talent training and safety drills [9] - A domestic technology team is collaborating to develop a new flight simulator system to meet the growing demand for higher simulation quality [9][11] - A gaming company is also forming an "industrialization group" to apply gaming technology to various cutting-edge applications [13] Group 4 - The demand for animation production efficiency has surged, leading to the emergence of new professions focused on developing AI tools for animation [15] - A team has developed AI tools for animation production, aiming to promote these tools in overseas markets [17] - The digital economy in China exceeds 50 trillion yuan, contributing over 40% to GDP, with the gaming industry rapidly growing and projected to exceed 325.783 billion yuan in 2024 [18]

从河南省科幻协会筹备组办公室获悉，河南省文化和旅游厅联合省发展和改革委员会、省教育厅等13部 门日前印发《河南省重点文化和旅游产业链群建设三年行动方案（2025—2027年）》，其中提到，实施 国家动漫产业发展基地（河南基地）重塑工程。推动高起点规划建设郑州航空港科幻产业园，支持郑州 航空港经济综合实验区建设"科幻动漫之都"、科幻动漫版权交易中心，支持各地规划建设动漫主题旅游 度假区。 （文章来源：河南日报） ...

《奇遇那拉提》以那拉提草原为叙事基底，讲述了主人公波贝克与兔派等伙伴们的奇幻冒险故事。 剧情跨越了那拉提草原的一年四季，不仅通过镜头捕捉了四季流转、万物生机的瞬间盛景，更深度植入 了当地的音乐、舞蹈、文学、民俗风情和特色美食等文化元素，通过动画角色的生动表演，拉近了与观 众的距离，全面展现了新疆草原的自然之美与文化底蕴。该片在技术上创新性地采用了"CG技术+实景 拍摄"制作模式，充分保留了大美新疆自然资源的鲜活性。 据悉，《奇遇那拉提》由新疆伊犁那拉提景区管委会出品。 原标题：动漫IP系列短片《奇遇那拉提》上线 文旅动漫短片《奇遇那拉提》将于9月22日上线。影片共24集，每集4分钟。 ...

Core Insights - The AI dynamic comic market is rapidly emerging as a new trend for short video platforms and content creators, showcasing significant advantages over traditional animation and live-action short dramas, including faster production, lower costs, and greater control [1][2][4] Industry Dynamics - Major platforms like Douyin and Kuaishou are actively entering the AI dynamic comic space, with Douyin focusing on user retention and engagement, potentially extending user watch time significantly [2][4] - The initial growth of AI dynamic comics is supported by a collaborative ecosystem involving platforms, production teams, and content creators, with a notable shift in platform attitudes towards revenue-sharing models [4][18] Production and Talent - The production teams for AI dynamic comics often consist of individuals transitioning from short dramas and web literature, leveraging their narrative skills to adapt to the new format [4][6] - The industry is witnessing a demand for diverse talent, with teams actively recruiting individuals with no prior experience and providing training to meet the growing production needs [6][12] Audience and Content Characteristics - AI dynamic comics attract a broad audience, initially appealing to younger demographics but increasingly attracting older viewers, with growth rates approximately 3.5 times faster than traditional short dramas [7][9] - The content of AI dynamic comics focuses on immediate gratification and high-paced storytelling, contrasting with traditional animation's emphasis on narrative depth and character development [10][12] Cost Efficiency and Revenue Potential - The production cost of AI dynamic comics is significantly lower, estimated at one-fifth of comparable live-action short dramas, with potential returns reaching five times the investment for successful projects [13][15] - The business model includes both direct consumer payments and partnerships with platforms, with various monetization strategies being explored, including ad revenue and content sales [17][18] IP Development and Future Outlook - While there are challenges in developing IP for AI dynamic comics, the industry is exploring innovative paths, such as integrating AI designs with physical products, indicating a potential for future growth [20] - The ongoing evolution of technology and content quality is expected to drive the AI dynamic comic format towards a more stable and commercially viable future, similar to the trajectory of short dramas [20]

每经头条（nbdtoutiao）——海拔4306米现"秦始皇密令"，获官方"身份认定"！古文字学家刘钊：秦人 寻仙采药足迹确至青藏高原 （记者 王晓波） 截至发稿，奥飞娱乐市值为146亿元。 每经AI快讯，奥飞娱乐（SZ 002292，收盘价：9.84元）9月16日晚间发布公告称，公司第七届2025年第 一次董事会临时会议于2025年9月16日在公司会议室以现场会议和通讯表决方式召开。会议审议了《关 于公司总经理蔡晓东先生薪酬的议案》等文件。 2025年1至6月份，奥飞娱乐的营业收入构成为：动漫行业占比100.0%。 ...