消息面上，巨星传奇公布，11月3日(交易时段后)，巨星文创智权(香港)有限公司及威刚科技股份有限公 司订立销售合同，据此威刚科技作为经销商向巨星文创采购1000台四足机器人，总价超过人民币2000万 元。宇树科技将负责该产品的技术、硬件研发及生产，和相关应用程式的研发等。该产品预期今年完成 测试，并于明年初量产。 值得一提的是，巨星传奇昨日公告宣布战略入股韩国知名艺人经纪公司Galaxy，进一步扩充以权志龙为 代表的国际顶级艺人IP资源。据悉，此次投资不仅将推动巨星传奇与国际顶级明星IP的深度绑定，更将 为其打造"全球IP开发及运营平台"的战略愿景注入强劲动力。 巨星传奇(06683)高开逾5%，截至发稿，涨5.03%，报10.02港元，成交额464.43万港元。 ...

Core Insights - The company has seen a significant increase in stock price, rising by 12.36% in the afternoon trading session [1] - The company has become a strategic shareholder of Galaxy, a well-known South Korean talent agency [1] Company Developments - The partnership with Galaxy marks a strategic move for the company, potentially enhancing its market position in the entertainment industry [1] - The investment in Galaxy may provide the company with access to new talent and opportunities within the South Korean market [1]

Core Viewpoint - The company, 巨星传奇, has become a strategic shareholder of the well-known South Korean talent agency Galaxy, acquiring up to 7% of its issued share capital through an industry fund, which is expected to enhance its global IP layout and create various synergistic benefits [1] Group 1: Investment Details - The company has invested $8 million to acquire a 16% stake in the industry fund that holds the shares of Galaxy, with the remaining equity held by two independent third parties [1] - The initial delivery of the investment has been completed, marking a significant step in the company's strategic expansion [1] Group 2: Strategic Collaboration - The company anticipates multiple collaborative opportunities with Galaxy, including but not limited to hosting exhibitions, concerts, and developing artist IP and derivative products [1] - Galaxy represents globally influential artists such as 权志龙, 金钟国, and 宋康昊, which enhances the potential for successful collaborations [1] Group 3: Market Reaction - Following the announcement, the stock of 巨星传奇 surged by over 12%, indicating positive market sentiment regarding this strategic move [1]

Core Viewpoint - The announcement by Superstar Legend (06683.HK) regarding its acquisition of up to 7% of the issued share capital of the South Korean talent agency Galaxy has significantly boosted market enthusiasm, leading to a notable increase in the company's stock price and market capitalization [1][2]. Company Summary - Superstar Legend has invested $8 million to acquire a 16% stake in the industry fund that holds the shares of Galaxy, with the first delivery of shares successfully completed [1]. - Galaxy, established in August 2019, is a comprehensive entertainment company in South Korea, involved in traditional talent management as well as innovative fields like metaverse virtual image creation and content production for variety shows [1][2]. - The strategic partnership with Galaxy is expected to bring various synergistic benefits, including collaboration on exhibitions, concerts, and the development of artist IP and related products [2]. Financial Performance - For the first half of the fiscal year ending June 30, 2025, Superstar Legend reported revenue of 355 million yuan, a 33% increase from 267 million yuan in the same period last year, although net profit fell by 58.9% to 10.27 million yuan [2]. - Revenue from IP creation and operation decreased by 8.9% to 144 million yuan compared to the previous year [2]. Market Reaction - The stock price of Superstar Legend surged by 14.3% following the announcement, with a peak increase of 12.7% during trading, bringing the share price to 9.85 HKD and the market capitalization to 8.8 billion HKD [1][4]. - Previous market reactions to the company's announcements, such as Jay Chou's entry into Douyin and the launch of the "Superstar Dog," have also resulted in significant stock price increases, indicating strong market sensitivity to the company's developments [3]. Industry Context - The Chinese IP industry has reached a scale of hundreds of billions, with product licensing being a major model, capable of leveraging over 25 times the gross merchandise value (GMV) from unit licensing fees [3]. - Compared to developed countries like the US and Japan, China's IP licensing industry still has considerable growth potential, particularly for celebrity IPs like those associated with Jay Chou, which have strong commercial viability and fan bases [3].

Core Viewpoint - The announcement of a partnership between Giant Star Legend and Galaxy has led to a significant stock price increase, but the long-term investment potential in celebrity concept stocks remains questionable [1]. Group 1: Company Announcement and Market Reaction - Giant Star Legend announced it will acquire up to 7% of Galaxy, a well-known South Korean talent agency, leveraging the popularity of its star Jay Chou [1]. - Following the announcement, Giant Star Legend's stock price surged over 14%, opening 8% higher on the day of the news [1]. - The collaboration is seen as a major draw due to the combined star power of both companies, with Galaxy managing high-profile artists like G-Dragon and Song Kang-ho [1]. Group 2: Historical Stock Performance - Giant Star Legend's stock previously experienced two notable surges: first in early July when it rose from 5 HKD to 17 HKD due to Jay Chou's entry into Douyin, and again in late July when it partnered with Yushutech to develop IP-based consumer robots, although the latter did not sustain its gains [2]. - Other celebrity concept stocks in the Hong Kong market include Lehua Entertainment, which saw its stock double this year, and Grass Sister Group, which has seen a significant decline from its peak price of 4.9 HKD to around 1.2 HKD [3]. Group 3: Industry Insights and Risks - The involvement of top-tier celebrities in Hong Kong stocks offers more diversification compared to A-shares, but these stocks are often seen as financing platforms for entertainment companies rather than viable long-term investments [4]. - The performance of these stocks is heavily tied to the popularity of the celebrities involved, creating a risk of significant downturns if a celebrity's public image falters or their popularity wanes [4].

2025.11. 03 本文字数：1456，阅读时长大约2分钟 来源 | 第一财经、 证券时报·e公司 | 分时 | 目 K | 周K | 月K | 120分 | 60分 | ... | 同花顺 F10 | 显示 ▼ 画线 | | 巨星传奇 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 巨星传奇 均价:9.706 最新:9.680 | | | | | | | | 00 % | HK6683 | | 9.990 | | | | | | | | | 14.30% | | | | | | | | | | | | | 9.680个 | | 9.678 | STATUTE AND | | | | | | | | 10.73% | +0.940/+10.76% | | 9.365 | | | | | | | | | 7.15% | +自选 | | 9.053 | | | | | | | | | 3.58% | 昨收:8.740 | | | | | | | | | | | | 今开:9.440 | | 8.740 | | ...

Group 1 - The core point of the article is that the company, 巨星传奇 (6683.HK), experienced a significant stock price increase of over 14%, reaching 9.99 HKD, following the announcement of its strategic investment in the South Korean talent agency Galaxy [1] - The company has subscribed to no more than 7% of Galaxy's issued share capital through an industrial fund, with an initial investment of 8 million USD for a 16% stake in the fund, while the remaining stake is held by two independent third parties [1] - The company anticipates various synergistic benefits from becoming a strategic shareholder of Galaxy, with ongoing discussions about strategic cooperation, including collaborations on exhibitions, concerts, and the development of artist IP and merchandise [1] Group 2 - Galaxy is known for its globally influential artists, including 权志龙, 金钟国, and 宋康昊, which enhances the potential value of the partnership for the company [1]

Core Viewpoint - The stock price of Giant Star Legend (6683.HK) surged over 10% following the announcement of its investment in the South Korean talent agency Galaxy, acquiring up to 7% of its issued share capital through an industrial fund [2][6]. Investment Details - The company invested $8 million to acquire a 16% stake in the industrial fund, with the remaining equity held by two independent third parties [2]. - The investment is seen as a strategic move to enhance Giant Star Legend's global IP layout [6]. Strategic Implications - This investment is expected to deepen the connection between Giant Star Legend and top international star IPs, contributing to the creation of a "global IP development and operation platform" [7]. - The company has been expanding its IP matrix, with its major star IPs, including "Zhou Classmate" and "Liu Coach," accumulating a fan base of 280 million [7]. Market Positioning - Galaxy owns globally influential artists such as G-Dragon, Kim Jong-kook, and Song Kang-ho, which will support Giant Star Legend's expansion into Asian and global markets [6][7]. - The collaboration is anticipated to enhance brand recognition and create more global cooperation opportunities [7]. Recent Performance - The stock price of Giant Star Legend has shown significant volatility, previously surging over 160% when Zhou Jielun entered Douyin as "Zhou Classmate" [8]. - The company is actively building a "IP + product + technology + channel" global ecosystem, with the investment in Galaxy being a key part of this strategy [8]. Future Collaborations - Giant Star Legend plans to collaborate with Galaxy in various areas, including global concert tours, large-scale themed exhibitions, and the development of artist IP and derivative products [8]. - This partnership will leverage Galaxy's artist resources and Giant Star Legend's capabilities in IP creation and full-chain operation to scale commercial projects globally [8].

Core Viewpoint - The article discusses the strategic investment by Giant Star Legend in the Korean entertainment company Galaxy, which is associated with popular artists like Jay Chou, G-Dragon, and Song Kang-ho, aiming to leverage high-value IP for collaborative opportunities [2][9]. Group 1: Investment Details - Giant Star Legend announced that its wholly-owned fund has subscribed to no more than 7% of Galaxy's issued share capital, with an investment of $8 million, representing 16% of the fund's equity [2][5]. - Following the announcement, Giant Star Legend's stock price increased by 10.3%, reaching HKD 9.64 per share, with a market capitalization of HKD 8.6 billion [5][6]. Group 2: Galaxy Company Overview - Galaxy, established in August 2019, provides services such as artist discovery, training, album planning, and entertainment management, and is involved in virtual image creation and content production [7]. - The company manages several high-profile artists, including G-Dragon, Song Kang-ho, and Kim Jong-kook, and has produced content for platforms like Netflix [7]. Group 3: Strategic Collaboration Potential - Giant Star Legend sees the investment as an opportunity to establish relationships with Galaxy and its artists, which could lead to increased audience engagement and strategic collaborations, including concerts and exhibitions [9]. - The company aims to explore various collaborative opportunities with Galaxy, leveraging its existing IP and fan base, which totals 200 million followers [9][10]. Group 4: Financial Performance - For the first half of 2025, Giant Star Legend reported revenue of CNY 355 million, a year-on-year increase of 33%, while net profit decreased by 58.9% to CNY 10.27 million [10].

Core Viewpoint - The investment by the company in Galaxy, a prominent South Korean talent agency, is expected to enhance its global IP strategy and create synergistic benefits through strategic collaborations with Galaxy's artists [1][4][5]. Group 1: Investment Details - The company has acquired up to 7% of Galaxy's issued share capital through an industry fund, investing $8 million for a 16% stake in the fund, with the remainder held by independent third parties [1]. - Following the announcement, the company's stock price surged over 10% [1]. Group 2: Strategic Implications - The partnership with Galaxy is anticipated to facilitate various collaborative opportunities, including exhibitions, concerts, and the development of artist IP and derivative products [4][6]. - The investment is viewed as a critical step in the company's global IP layout, aiming to deepen ties with top international star IPs and enhance its global market presence [5][6]. Group 3: Market Position and IP Strategy - The company has been expanding its IP matrix, with its star IPs, including "周同学" and "刘教练," amassing a total fan base of 280 million [5]. - The company has successfully licensed the "周同学" IP across five sectors, generating over 1 billion in sales from collaborative products [5]. - The collaboration with Galaxy is expected to strengthen the company's brand influence and open up more global cooperation opportunities [6][7]. Group 4: Future Prospects - The company plans to leverage Galaxy's artist resources to execute global projects, including world tours and large-scale exhibitions, enhancing its operational capabilities in IP creation and management [7]. - By becoming a strategic shareholder in Galaxy, the company aims to systematically connect with a diverse and mature international IP resource pool, supporting the construction of a global IP development and operation platform [7].