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谁在为成都“代言”?
Mei Ri Jing Ji Xin Wen· 2025-06-18 16:22
Core Points - Chengdu is positioning itself as a leader in future industries by attracting significant investments in sectors like space AI, hydrogen energy, and digital culture [1][2] - The city has signed 16 major industrial projects worth over 82.5 billion yuan, covering various fields including commercial aerospace, artificial intelligence, and advanced energy [1][2] - Chengdu's investment strategy is focused on creating a robust industrial ecosystem, emphasizing the importance of "chain leader" enterprises to drive growth [7][9] Investment and Economic Development - The "Investment Chengdu" global conference aims to attract global enterprises, with local leaders promoting the city's unique advantages and opportunities [2][3] - Chengdu has established a dedicated investment center to enhance its招商工作 (investment promotion work), aiming to connect with leading regions like the Greater Bay Area and Yangtze River Delta [2][3] - The city has seen a 182% year-on-year increase in major industrial projects from January to May, with foreign investment reaching $6.56 billion, up 58.89% year-on-year [14] Industry Focus and Strategic Initiatives - Key sectors targeted for investment include AI, digital culture, aerospace, and biomedicine, with a clear focus on building a competitive industrial landscape [5][6][12] - Chengdu's "chain leader fund" initiative aims to create a comprehensive investment ecosystem, with a total fund scale exceeding 170 billion yuan [12][13] - The city is leveraging its rich talent pool and favorable living conditions to attract biotech and AI companies, enhancing its position in these competitive fields [6][10] Future Outlook - Chengdu's proactive approach in establishing a favorable business environment and its commitment to nurturing industries are expected to yield long-term benefits [13][15] - The city's ambition to become a hub for innovation and technology is supported by its strategic investments and partnerships with leading enterprises [7][10]
推动打破文创同质化僵局
Xiao Fei Ri Bao Wang· 2025-06-18 02:44
从消费市场角度看,青海的文创新政有望成为激活全国文创消费市场的"催化剂"。当青海的特色文创产 品走向全国,将吸引更多消费者的目光,带动相关消费的增长。而且,政策允许试点单位将收入用于加 强公益文化服务、藏品征集等,这将进一步丰富文化资源,为消费者提供更多接触和了解青海文化的机 会,形成消费与文化传播的良性互动。 在全国文创产品同质化严重、消费者产生审美疲劳的当下,近日,青海出台《关于持续推动全省文化文 物单位文化创意产品开发的指导意见》(以下简称《指导意见》)。《指导意见》针对当前该省文化文物 单位文创开发的关键环节,从政策方面为文创产品开发打通"最后一公里",这宛如一股清泉,为文创行 业带来了破局的新思路,也为消费市场开辟了新蓝海。 当下,全国文创市场面临着一个难题——产品同质化。从景区到博物馆,文创产品大多千篇一律,钥匙 扣、冰箱贴等缺乏创意的商品充斥市场,消费者早已产生审美疲劳。而青海此次出台的政策鼓励试点单 位引入社会力量,加强创意设计、工艺创新,无疑是对症下药。可以想象,未来青海的文创产品或许会 以独特的藏族文化元素为灵感,设计出别具一格的服饰、家居用品;或许会结合青海壮丽的自然风光, 打造出令人惊 ...
牛股产业链|泡泡玛特带火A股“小伙伴” 元隆雅图8天6板背后有何财富密码?
Xin Hua Cai Jing· 2025-06-17 05:14
随着今年以来泡泡玛特(9992.HK)股价的不断上涨,市场资金对泡泡玛特A股"小伙伴"的追捧也日趋火热。 其中元隆雅图(002878.SZ)在近日走出了8天6板的快速上涨行情,期间累计涨幅超过62%,位居市场前列。 去年业绩现上市以来首亏券商看好文创业务前景 元隆雅图全称为北京元隆雅图文化传播股份有限公司,成立于1998年,作为国内领先的创新型整合营销服务机构,于2017年6月在深交所A股上市。 中经社行业洞察产业服务数据平台(简称"行业洞察系统")显示,作为国家级高新技术企业,元隆雅图近年来专利申请数量增长较快,截至2024年底已超过 400项。 元隆雅图四大业务板块(元隆雅图公司官网) 从2024年公司申请专利涉及的关键字来看,范围较广,其中各类装饰品、摆件以及电子设备较多。 值得注意的是,元隆雅图近两年来业绩下滑明显,2024年更是出现了上市以来的首次年度亏损,亏损额达1.841亿元,且毛利率创出新低。2025年一季报则 显示,公司当季净利润为2477万元,同比下降13.74%,但毛利率环比明显修复。 华金证券研报认为,2024年新媒体营销行业市场竞争加剧,导致公司相关业务增速放缓,毛利率下降,对202 ...
情绪价值打开消费新空间
Jing Ji Ri Bao· 2025-06-16 22:06
社交传播也进一步放大了情绪价值的影响力。在社交媒体时代,独特的消费体验已成为用户展示自我、 构建社交关系的"货币"。从泡泡玛特的盲盒狂欢到毛绒玩具的"精神布洛芬",从《原神》的全球爆火到 沉浸式戏剧的破圈传播,企业不再是单纯售卖商品,而是通过情感共鸣、文化认同与体验升级,构建与 年轻一代的深度链接。 服务消费,一头连着经济,一头连着民生。国际经验表明,人均国内生产总值超过1万美元后,服务消 费占居民消费支出的比重将超过50%,消费结构将加快从商品消费为主转向商品和服务消费并重。当 前,我国人均GDP已经超过1.3万美元,服务消费进入了快速增长阶段。而激发服务消费潜力,做大情 绪消费是一个重要抓手。 "禁止蕉绿"等文创产品的现象级走红,心理疗愈类APP的爆发式增长,沉浸式体验馆的持续火爆,数字 陪伴产品的热销浪潮……情绪消费正成为消费市场的新增长点。行为经济学研究指出,消费决策并非完 全理性,消费者会为情感满足单独设立"心理账户",并愿意为此支付额外溢价。情绪消费的崛起,不仅 是一种市场现象,更折射出消费逻辑的深层转变——从物质积累到精神满足,从功能消费到意义消费, 从拥有物品到体验生活。这种转变在商业实践中呈 ...
IP经济概念持续走强 地素时尚等多股涨停
news flash· 2025-06-16 02:53
智通财经6月16日电,IP经济概念盘中持续走强,文创玩具、游戏、传媒等方向均表现不俗,地素时 尚、高乐股份、萃华珠宝、元隆雅图涨停,星辉娱乐、凡拓数创涨超10%,巨人网络、冰川网络、华谊 兄弟、中文在线等涨幅靠前。消息面上,IP侧,Labubu火爆全球,国产文化IP出海超预期,业内人士点 评其火爆是中国创意和创新产品正在得到世界认可的又一生动体现。华创证券长期看好中国IP产业的高 景气发展与文化出海进展。 IP经济概念持续走强 地素时尚等多股涨停 ...
IP联名、跨界金银,冲击港股的铜师傅能否走出新曲线
Hua Er Jie Jian Wen· 2025-06-14 09:35
小众的铜制工艺品行业,能否创造一个新的"泡泡玛特",市场正在将目光聚焦于这样一家港股拟上市企 业。 日前递交港股招股书的铜师傅,以35%的市占率位居中国铜制文创工艺品龙头,然而全年营收只有5.51 亿元。 尽管营收不足泡泡玛特的二十分之一,但铜师傅身上并不缺少流量光环。 它曾被雷军评价为"小米体系外最像小米的企业",两度获得顺为资本、小米集团投资。 不仅是小米生态链中罕见的工艺品品牌。 也在潮玩热度一骑绝尘的当下,被赋予"中年男人的泡泡玛特"的期待。 冲刺IPO的半年前,股东之一以4.16元/股的价格转让其持有的股权,较比两年前交易估值跌去85%。 铜师傅的机会与问题都在哪里? 小米学徒 铜制工艺品曾是一个传统且小众、两极分化严重的市场。 动辄几万的精致作品,与廉价、做工粗糙的地摊货共存,缺乏高性价比的优质产品。 有品类、无品牌市场的空白让铜师傅的创始人俞光看到了机遇。 2014年,铜师傅首批产品在天猫旗舰店上线,名为"马到成功"的马型铜雕定价仅999元,较比市面上动 辄数千元的同类产品,性价比凸显。 加之赶上了淘系电商的渗透红利,到2016年,铜师傅全渠道营收共1.06亿,天猫旗舰店成交额达到9100 万。 ...
释放文创产业发展潜力,成都探索特色化税改试点
Sou Hu Cai Jing· 2025-06-13 11:02
在全球经济一体化发展的当下,不同的国家、不同的城市都在深度挖掘助推经济发展的新引擎,打造新的经济增长高地。放眼全球,文创产业已成为推动城 市经济增长、提升文化软实力的重要引擎之一。 5月29日,在成都市数字文创产业系列政策新闻发布会上,成都推出系列"政策包",覆盖影视、游戏电竞、科幻、初创企业等数字文创关键领域,数字文创 产业生态迎来"真金白银"扶持。 近年来,依托成都深厚的历史文化底蕴和活跃开放的创新氛围,文创产业呈现蓬勃发展态势。2023年,成都市文创产业增加值实现2574.94亿元,占GDP比 重11.65%。2024年,成都文创产业增加值达2800亿元,同比增长11.69%。 亮眼数据的背后,税收政策的精准发力功不可没:据统计,2023年成都文创企业享受各类税收优惠超18亿元,惠及市场主体3000余家。 在高质量发展背景下,如何通过税收政策的创新设计,进一步释放文创产业发展潜力,进而拉动消费经济,成为经济发展的时代课题。 图片来源:每经记者 张建 摄 政策赋能:税收优惠激活文创市场活力 文创产业的核心在于"文化+创意",其涵盖影视、动漫、游戏、设计、出版、展演、非遗衍生品等多个领域。它正以独特的"轻资 ...
韩国投资者眼中的“未来之城”,成都为何赢得国际资本青睐?
Sou Hu Cai Jing· 2025-06-12 10:08
Group 1 - The second "Belt and Road" Technology Exchange Conference highlighted Chengdu as a key platform for deepening China-South Korea cooperation in technology and industry [1] - Korean investment firm KIP plans to establish a new fund of approximately 1 billion RMB, focusing on consumer technology, robotics, low-altitude economy, new materials, and new energy [6] - Chengdu's electronic information industry is robust, with significant collaboration potential in sectors like display technology, particularly in light-sensitive materials and testing equipment [3][6] Group 2 - The rapid development of Chengdu's high-tech sector has impressed Korean business leaders, showcasing significant advancements in artificial intelligence and other technologies [8] - Cultural and creative industries in Chengdu are seen as a promising investment area, with potential for collaboration between Chinese and Korean enterprises [8] - KIP's investment strategy includes supporting overseas companies to establish operations in Chengdu, fostering resource integration and project collaboration [6]
雷军砸钱的“中年男性生意”,不好干
Sou Hu Cai Jing· 2025-06-11 15:47
Core Viewpoint - The article discusses the rise of Tong Shifu, a leading player in the domestic copper cultural and creative product market, which has been dubbed "the Bubble Mart for middle-aged men" due to its unique positioning and appeal to a specific consumer demographic [2][7][20]. Company Overview - Tong Shifu holds a market share of 35% in the copper cultural and creative product sector in China as of 2024 [7][18]. - The founder, Yu Guang, transitioned from the bathroom industry to the copper craft sector after a personal experience of being deterred by high prices for a copper statue [2][14]. - Despite its leading position, Tong Shifu's net profit has not exceeded 100 million yuan for three consecutive years, with a reported net profit of 44 million yuan in 2023, a decline of over 20% year-on-year [2][17]. Financial Performance - From 2022 to 2024, Tong Shifu's revenue figures were 503 million yuan, 506 million yuan, and 571 million yuan, indicating steady growth but remaining below 600 million yuan [17]. - In contrast, Bubble Mart achieved a revenue of 13.038 billion yuan in 2024, showcasing a significant disparity in scale and profitability [16][17]. Market Dynamics - The overall market for cultural and creative products in China is projected to grow from 4.5 trillion yuan in 2019 to 8.8 trillion yuan by 2029, with the copper cultural product market expected to increase from 1.1 billion yuan to 2.3 billion yuan in the same period [17][18]. - The copper cultural product market remains relatively small, which poses challenges for Tong Shifu in terms of scaling its business [18]. Revenue Structure - Tong Shifu's revenue is heavily reliant on copper cultural products, contributing 95% or more to total revenue from 2022 to 2024 [18][19]. - Online sales account for over 70% of Tong Shifu's revenue, highlighting a strong dependence on e-commerce platforms [19]. Strategic Initiatives - To overcome growth limitations, Tong Shifu is diversifying its product offerings to include plastic toys, silver, gold, and wooden cultural products, although these efforts have faced challenges [18][19]. - The company has also engaged in collaborations with popular IPs to enhance brand visibility and consumer engagement [15].
湘江畔的“青春梦工厂”:看大学生如何把创意“酿”成现实
Zhong Guo Xin Wen Wang· 2025-06-11 11:01
中新网衡阳6月11日电 题:湘江畔的"青春梦工厂":看大学生如何把创意"酿"成现实 作者 胡雨桐 从核辐射探测机器人的精密调试、到古籍中萃取出的抗真菌新药雏形、再到国潮文创IP的绚丽绽放…… 在位于湖南衡阳的南华大学,一群年轻人正以知识为曲、以实践为缸,在湘江之畔这座无形的"青春梦 工厂"里,将奇思妙想"酿"成改变世界的力量。 游琼宇向 安全工程领域的专家介绍电离辐射实验教学平台。王祥帅 摄 资金"活水"浇灌硬核科技 走进南华大学核安全探测技术研究小组实验室,一台无人探测机器人正在进行调试。"它能代替人进入 高危区域进行核设施日常巡检,关键性能指标超过了国际同类产品。"南华大学2022级安全工程专业学 生、核安全探测技术研究小组负责人游琼宇介绍说。 然而,实验室数据和实际应用完全是两回事。团队在这方面曾遭遇严峻挑战——真实核辐射环境下,设 备甄别率大幅下降。 "理想与现实的鸿沟,几乎让我们寸步难行。"游琼宇坦言。就在团队在技术泥淖中艰难跋涉之际,学校 创新创业基金池中涌出的20万元专项资金,如同一场及时雨,为困顿的探索注入了生机。这笔来自学校 5000万元大学生创新创业基金池的"活水",让大量昂贵的真实环境测 ...