Core Insights - The 12th Shenzhen International Game Festival will be held from July 18 to 20, featuring over 100 domestic and international animation and gaming companies [1][2] - The festival will showcase a special exhibition celebrating the 40th anniversary of the China Animation Association, highlighting the evolution of Chinese animation [1][2] Industry Overview - The event is recognized as the largest animation and gaming exhibition in the Guangdong-Hong Kong-Macao Greater Bay Area, attracting over 5,000 companies and 1.35 million visitors since its inception in 2014 [1] - The two-dimensional market in China is experiencing explosive growth, with projections indicating that the user base will reach 503 million by 2024, primarily driven by Generation Z [2] Exhibition Highlights - The special exhibition will feature classic Chinese animations such as "Big Head Son and Small Head Dad" and "Eight Immortals Crossing the Sea," as well as contemporary works like "Boonie Bears" and "White Snake 2: The Tribulation of the Green Snake" [1][2] - Renowned institutions like Beijing Film Academy and Nanjing University of the Arts will showcase award-winning works, emphasizing the strength of the new generation in Chinese animation [2] Participation and Engagement - Major companies such as CCTV Animation, Bilibili, and Tencent Animation will participate, alongside popular guests who will engage with fans [2]

Core Insights - BW2025, a major event for the "ACG" (Anime, Comic, Game) community, is taking place from July 11 to July 13, 2025, at the Shanghai National Exhibition and Convention Center, attracting significant attention from fans and exhibitors alike [2][3] Event Overview - The BW2025 exhibition covers an area of 130,000 square meters, a 30% increase from the previous year, with ticket sales and attendance expected to rise by 30%, reaching an estimated 300,000 visitors [3] - The number of exhibitors has doubled to over 700, with nearly 900,000 people registering for tickets, which sold out rapidly [3] Gaming Industry Participation - Major gaming companies are showcasing their titles, including popular games like "Call of Duty Mobile" and "Rainbow Six," alongside new domestic games [4][5] - The game "Love and Deep Space" has a dedicated exhibition area and is expected to generate significant revenue, with over $229 million (approximately 1.65 billion RMB) in the first half of 2025, marking a nearly 50% year-on-year increase [4] Economic Impact - The event is driving significant economic activity in Shanghai, with a 35% increase in cultural tourism bookings during the event week and a 36% rise in train ticket searches [6] - Hotel prices near the exhibition center have surged, with some hotels experiencing price increases of over 200% compared to other weekends [8] Cultural Trends - The event reflects a growing trend in the "ACG" sector, with increasing participation from international developers and a focus on engaging younger audiences [9] - The event is part of a broader cultural movement in Shanghai, contributing to the city's summer consumption season and attracting visitors from various cities [6][9]

Core Insights - The event "Anyi Sichuan: Play in Tianfu" 2025 China (Chengdu) Animation and Game Consumption Season was launched, marking the first domestic consumption season themed around animation and gaming [1] - The event aimed to explore new trends, technologies, and models in the cultural tourism industry, gathering representatives from leading companies in culture, technology, and digital entertainment [1] Group 1: Event Overview - The event featured a tight agenda, including a keynote address from the Sichuan Digital Entertainment Culture Promotion Association, emphasizing the integration of "animation and gaming + cultural tourism" [1] - The launch of the 2025 China (Chengdu) Animation and Game Consumption Season signifies the beginning of a new journey for industry collaboration [1] - Experts shared insights on enhancing cultural tourism experiences through digital entertainment technologies, providing valuable practical inspiration for attendees [1] Group 2: Technological Integration - The event showcased a digital immersive experience exhibition, featuring popular exhibits like "AI plush cultural products" and "3D Gaussian splashing technology," highlighting the transformative impact of technology on cultural tourism experiences [2] - Traditional IPs were creatively expressed through innovative designs, demonstrating the vitality of cultural tourism products [2] - The event facilitated efficient connections between local digital cultural technology and tourism demands, allowing for in-depth exchanges between supply and demand sides [2] Group 3: Investment Opportunities - Over 1,000 innovative solutions for cultural tourism consumption upgrades were collected, with 100 selected for promotion [4] - The event released the "2025 Sichuan Cultural Tourism Opportunity List," detailing 41 projects with a total intended cooperation amount of 10.372 billion yuan, covering 13 regions [4][5] - Projects like the "Nightless Three Kingdoms City" aim to create immersive cultural tourism spaces, seeking partners and operators for business innovation [4][5] Group 4: Future Activities - Chengdu will host a series of animation and gaming-themed events, including the 2025 Sichuan-Chongqing Digital Cultural Creative Competition and the largest animation and gaming product exhibition in Southwest China [7] - The event serves as a showcase for the integration of animation, gaming, and cultural tourism, promoting industry collaboration and providing a model for "digital + cultural tourism" development nationwide [7]

Group 1 - The 20th China International Comics and Games Expo (CCG EXPO 2025) has commenced, attracting 480 exhibitors globally, featuring popular IPs such as "The Lord of the Mysterious" and "War Dual Paradox" [1] - The event marks the beginning of the first "Shanghai Summer International Animation Month," uniting three major anime and game exhibitions in Shanghai for a month-long celebration for fans [1] - A highlight of this year's expo is the tabletop games segment, with over 300 tabletop game companies participating, showcasing a variety of games and interactive experiences [2] Group 2 - The "COM ICUP Creative Exchange Exhibition" aims to support and cultivate original creators, featuring a collection of original short comics titled "Past·Future·Link" by 15 young comic artists [2] - The "Magic City Dimension Pass" was launched, providing fans with a convenient and immersive experience across the three major exhibitions and associated commercial areas [2] - A map for the "Shanghai Summer International Animation Month Cultural Tourism and Business Exhibition" was also released, enhancing the event's engagement with attendees [2]

Group 1 - The first Shanghai International Animation Month will be held from July 4 to August 10, featuring three major events: CCG EXPO, Bilibili World, and ChinaJoy, marking a significant collaboration in the animation industry [1] - Bilibili World is a large offline event hosted by Bilibili, a popular platform among young people, and is one of the most influential events in the ACG (Anime, Comic, and Games) culture in China [1] - CCG EXPO is one of the largest comprehensive animation and gaming exhibitions in China, while ChinaJoy is recognized as a top-level event in the digital entertainment industry, covering various sectors including gaming, animation, and e-sports [1] Group 2 - Open-source Securities indicates that the summer gaming operations, new animated films, and various exhibitions will likely boost sales of related IP peripherals and trendy toys, signaling the arrival of the summer entertainment consumption peak [1] - A report from Xiaohongshu highlights that the top three reasons for consumer purchases in the post-pandemic era are functional needs, self-pleasure, and showcasing taste/personal style, with product quality and emotional value being key decision factors [1] - According to a report by Soul App, among the top spending categories for young consumers during the Double Eleven shopping festival, cultural blind boxes, IP-related consumption, and ACG-related products occupy three positions [2] Group 3 - Shunwang Technology is identified as the organizer of ChinaJoy, indicating its active role in the industry [3] - Aofei Entertainment is noted for its deep involvement in the entire IP industry chain, reflecting its comprehensive strategy in the market [4]

Core Insights - The industrial parks in Nantong are increasingly venturing into the digital cultural industry, with the Gangzha Economic Development Zone being a pioneer in this trend [2][3] - The Nantong Digital Cultural Industry Park has seen significant growth, with a reported overall taxable sales of 300 million yuan last year, marking an increase of nearly 50% [3][4] - The digital cultural industry is projected to generate a revenue of 12.33 billion yuan in Nantong by 2024, reflecting a year-on-year growth of 123.4% [4][5] Group 1: Development of Digital Cultural Industry - The Nantong Digital Cultural Industry Park, established two years ago, focuses on animation and gaming companies, with the largest company employing just over 50 people [2][3] - The park has successfully produced notable works, such as the animated series "Traditional Chinese Medicine World Tour," which achieved the highest ratings in its time slot on CCTV [2][3] - The park's first phase covers 3,000 square meters and currently hosts 25 companies, with plans for a second phase that will be five times larger due to increasing demand [3] Group 2: Expansion and Future Plans - New digital cultural parks are being established across Nantong, including the Chongchuan Development Zone, which opened on June 16 and welcomed 14 digital cultural enterprises on its first day [3][4] - The Nantong Digital Cultural (Video) Industry Park is focusing on micro-short dramas and has signed contracts with over ten digital cultural projects, aiming to develop a provincial-level professional park within three years [4] - The integration of digital culture into industrial parks is expected to enhance the cultural soft power of traditional industries while creating new growth sectors [4][5] Group 3: Economic Impact - The digital economy's core industries accounted for 9.6% of Nantong's GDP, with over 10,600 new digital skills talents added last year [5] - The digital cultural industry is recognized as a strong engine for economic growth, with significant annual revenue increases for newly established digital cultural enterprises [5]

Core Insights - The second season of "Ling Cage" has gained significant popularity, with over 17,000 viewers online and 6,000 comments shortly after its release on June 27, 2023, indicating strong audience engagement [1] - The original creator, Wuhan Yihua Kaitian Cultural Communication Co., Ltd., has established itself as a leader in digital content IP creation, with "Ling Cage" achieving over 670 million views since its first season in 2019 and a total exposure exceeding 10 billion across platforms [1] - The company is expanding its business into the gaming sector with the new IP "Fan Ying," which combines animation and gaming experiences, attracting market attention [1] Company Developments - Yihua Kaitian has partnered with Reading Group to establish a digital content industry base in Guanggu, focusing on the animation and digital content industrialization of IP works [2] - The partnership aims to leverage Reading Group's extensive literary IP resources and Yihua Kaitian's expertise in visual creation to enhance the transformation of literary IP into visual formats [2] - Future creative plans include integrating regional culture, such as the Shijiahe culture and archaeological discoveries from the Yangtze River basin, into animation and gaming works [2] Technological Innovations - The company is utilizing AI deep learning algorithms to optimize motion capture data, significantly reducing production costs and improving efficiency [2] - Yihua Kaitian plans to embrace new technologies like short videos and AIGC to explore new business models and content forms [2] - The company intends to implement a co-creation model, opening up existing mature IPs to attract more creators and partners for content development, thus promoting industrialization [2]

Core Insights - China's original IP is gaining global attention and is characterized by three breakthroughs: innovation, expansion, and internationalization [1][2] - The innovation of Chinese IP is deeply rooted in cultural heritage, exemplified by works like "Black Myth: Wukong" and "Nezha: Birth of the Demon Child," which reinterpret classic stories using modern artistic techniques [1] - The Chinese government is actively supporting the development of original IP brands, particularly in sectors like animation, gaming, and esports, which reflects the robust growth of the new consumption model in the Chinese economy [1] Group 1 - Chinese IP is experiencing a surge in popularity overseas, with many tech and gaming products becoming hits in markets like Thailand, Japan, and the United States [2] - The core significance of Chinese IP's internationalization lies in telling China's story to the world and fostering cultural exchange [2] - The success of Chinese IP is attributed to its innovative expression and an open, inclusive approach, which allows it to thrive in the global cultural landscape [2]

Group 1: Digital Creative Industry Development - The digital creative industry is a strategic emerging industry strongly promoted by the state, playing a significant role in cultural industry development and meeting the spiritual and cultural needs of the public [3] - Wuhan has a solid foundation for the development of the digital creative industry due to its rich cultural resources, deep cultural heritage, and a large pool of innovative talent [3] - The government emphasizes the importance of leveraging opportunities and fully utilizing the chain-long system to promote the rapid development of the digital creative industry through comprehensive planning in industrial layout, policy support, and resource allocation [3] Group 2: Company Innovations and Initiatives - Weipai Network Technology Co., Ltd. focuses on creating classic IP and internet products, recognized as a key cultural export enterprise, and is encouraged to enhance its influence by producing more original quality products and expanding both domestic and international markets [1] - Wuhan University of Technology Digital Communication Engineering Co., Ltd. has launched the first AI model in the publishing industry, BOOKSGPT, to facilitate the digital transformation of traditional publishing [2] - Yihua Kaitian Cultural Communication Co., Ltd. is encouraged to continue deepening its focus on the digital content industry and creatively transform traditional Chinese culture through animation and gaming [1]

Event Overview - The first Shanghai International Animation Month will commence on July 4, featuring a collaboration of three major events: CCG EXPO (July 4-6), Bilibili World (July 11-13), and ChinaJoy (August 1-4) [1] - The event will host over a hundred themed activities and more than a thousand limited-edition merchandise, along with a series of cross-dimensional activities and the issuance of "dimension digital consumption vouchers" [1] - Major animation IPs such as Disney, LEGO, and Bandai Namco will participate, alongside domestic productions like "The Little Monster of Langlang Mountain" and "Linglong" [1] ChinaJoy Highlights - ChinaJoy, scheduled for August 1-4, is recognized as a premier event in the digital entertainment industry, covering games, animation, esports, smart hardware, and trendy toys [2] - The event will include several high-profile forums and unique activities such as a digital live shopping festival and the debut of the "China Audio-Visual Game Museum" [2] - A new theme area focusing on smart entertainment robots has opened for exhibitors, presenting significant opportunities for companies in the robotics and gaming sectors [2] CCG EXPO and Bilibili World - CCG EXPO is one of the largest comprehensive animation and gaming exhibitions in China, expecting over 500,000 attendees in 2024 and achieving an online transaction value of 284 million yuan [3] - Bilibili World, a major offline event hosted by the popular video platform Bilibili, anticipates 300,000 attendees and has doubled its exhibitor count, making it the largest anime convention in East Asia [3] Market Potential - The Chinese animation industry is undergoing significant structural changes driven by digital technology and cultural consumption upgrades, leading to a new development phase [4] - The industry has gained international recognition, with projections estimating the total output value of the Chinese animation industry to reach 423 billion yuan by 2025, representing a 457% increase from 2019 [5] Company Involvement - Companies such as 37 Interactive Entertainment, Perfect World, Giant Network, and others have participated in multiple editions of ChinaJoy and CCG EXPO [9] - Shunwang Technology has acquired the organizer of ChinaJoy, Hanwei Xinheng, indicating consolidation within the industry [9]