截至发稿，奥飞娱乐市值为149亿元。 每经头条（nbdtoutiao）——租下2.5万亩"试验田"，兽医学博士在非洲种粮：首季亩产250斤，打算扩至 10万亩，月薪1~2万元招人 每经AI快讯，奥飞娱乐（SZ 002292，收盘价：10.1元）8月25日晚间发布公告称，公司第六届第十九次 董事会会议于2025年8月22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<2025 年半年度报告>及其摘要的议案》等文件。 （记者 胡玲） 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%。 ...

Group 1 - The "Guzi Economy" is transforming from mere emotional consumption to deeper value co-creation, connecting young consumers' emotional needs with cultural industry economic benefits [1] - Successful IPs like "The King's Avatar 2" have not only achieved box office and critical success but also stimulated fan enthusiasm for peripheral products such as figurines and blind boxes, showcasing strong cultural identity and consumption motivation [1] - Beijing's recent action plan supports the development of the "Guzi Economy," encouraging quality animation creation and the establishment of hubs for the second dimension and new generation trendy toys, while also supporting domestic brands' overseas expansion [1] Group 2 - Innovations in the "Guzi Economy" include the rise of "pain gold" phenomena, where traditional fast-moving consumer goods are upgraded to cultural assets with both emotional and investment value [2] - The emergence of virtual idols and digital IPs is expanding the "Guzi Economy," as these virtual IPs have strong cross-media capabilities, long lifecycles, and high fan loyalty, allowing for deep integration of physical and virtual products [2] - The business model is shifting from a single "IP licensing + derivative product sales" approach to "user co-creation + scene embedding," enhancing user engagement and loyalty through participatory design and experiential activities [2] Group 3 - To address challenges, businesses need to diversify content by introducing more niche and potential second-dimensional IPs, enhancing community engagement through offline activities like themed events and IP experience exhibitions [3] - For sustainable development, the "Guzi Economy" must continuously innovate in content and operational models, balancing copyright protection with market vitality, and ensuring the collaborative development of gold jewelry, trendy toys, digital collectibles, and offline experiences [3] - The new gameplay of the "Guzi Economy" is reshaping the cultural consumption ecosystem, and addressing key issues such as copyright, content, operations, and user experience is essential to unlock its long-term potential and promote a healthy, innovative, and prosperous industry [3]

据了解，10月2日至4日将举行第6届郑州ACC动漫展；10月10日至12日将举行2025第九届中原国际 宠物供应链博览会、2025年CZBE第25届郑州美容化妆品产业博览会；10月10日至13日将举行第21届中 国（郑州）国际茶业博览会暨茶饮品展；10月15日至17日将举行第27届中国国际软件博览会、2025（第 三届）中原郑州国际铝工业展览会；10月17日至19日将举行2025中国（中部）印刷包装博览会、2025中 国（中部）塑料橡胶工业博览会；10月22日至24日将举行2025中国（郑州）旅游休闲娱乐产业博览会； 10月28日至30日将举行2025全球肉类产业博览会。 业内人士认为，会展经济恰如一条坚韧的纽带，一头连接着全球市场的资源与机遇，另一头激活着 本地产业的创新与发展，已然成为郑州高质量发展的新引擎。 步入秋天，绿城郑州又将勾勒出一副热闹、蓬勃的活力画卷。8月21日，记者从郑州国际会展中心 获悉，10月，该中心各类展会接踵而至，既有蓬勃发展的新兴产业亮相，也有底蕴深厚的本地优势产业 登场，汇聚信息、集聚人气，为郑州发展持续注入强劲动能。 ...

Core Insights - The 2025 South China Book Festival has attracted over 200 cultural figures from home and abroad, marking the largest gathering of its kind [1] - Guangdong has established itself as a cultural highland, leading the nation in cultural industry revenue and innovation [2][10] - The festival has evolved since its inception in 1993, becoming a significant platform for cultural exchange and international collaboration [3][5] Group 1: Cultural Significance - The South China Book Festival has been held for 32 years, showcasing a commitment to cultural promotion and internationalization [3] - The festival serves as a bridge for understanding overseas publishing trends and fostering copyright cooperation [3][5] - Notable authors and cultural figures frequently participate, enhancing the festival's reputation as a cultural hub [3] Group 2: Economic Impact - Guangdong's cultural industry generated approximately 2.5 trillion yuan in revenue in 2024, accounting for over one-sixth of the national total [2] - The new cultural economy, including digital publishing and gaming, has seen a revenue increase of 10.5% [2] - The province's GDP has consistently ranked first in the country for 35 years, providing a robust foundation for cultural investment and consumption [8] Group 3: Industry Development - Guangdong has implemented a comprehensive policy package to stimulate high-quality development in the cultural sector, covering various fields such as film and gaming [11][14] - Major film and television companies are establishing operations in Guangdong, with over 40 key domestic enterprises already present [11] - The province has allocated over 100 million yuan annually to support film production and promotion, resulting in significant box office success [13] Group 4: Future Prospects - New cultural projects and collaborations are emerging, indicating strong confidence in Guangdong's cultural industry [14] - The region is expected to continue attracting cultural enterprises and talent due to its favorable policies and market conditions [14] - The integration of technology and culture is anticipated to drive further innovation and growth in the sector [14]

Summary of Japanese "Gaki" Economy Report Industry Overview - The Japanese "Gaki" economy is a significant part of the anime industry chain, with a commercialization market share exceeding 20% and rapid growth in online distribution, alongside steady growth in overseas and commercialization markets [1][2] - The collectible card game segment is the largest category within the Japanese "Gaki" economy, exceeding 300 billion yen, closely related to IPs like Pokémon and Dragon Ball, and has been the fastest-growing subcategory over the past five and ten years [1][3] Key Insights - The core second-dimensional group in Japan accounts for approximately 37%, while the broader second-dimensional group reaches 85%, significantly higher than the Chinese market, which has a penetration rate of around 20% [1][4] - Per capita spending on collectible cards in Japan is about 120 yen, compared to less than 20 yen in China, indicating substantial growth potential for the Chinese market [1][5] - The Japanese anime industry employs a production committee model, which shares risks and profits among stakeholders, ensuring coordinated efforts across the supply chain [1][6] Success Factors of the Japanese Anime Industry - Internal factors contributing to the success of the Japanese anime industry include high-quality IP supply, advancements in animation technology, changes in media distribution, audience expansion, and evolving business models [1][7] - External factors include government support and a favorable economic environment, with the Japanese government recognizing the anime industry as a key sector since 1996 [1][7][8] Historical Development of the Japanese Anime Industry - The development of the Japanese anime industry can be divided into several key stages, from pre-1945 when the industry was not fully formed, to the 1970s when it began to industrialize, and to the present day where it has become a mature and efficient system with global influence [1][9][10] Company-Specific Strategies Bandai - Bandai focuses on story-driven IPs and employs a full industry chain capability to expand its IP matrix, emphasizing channel development and overseas market expansion to ensure product success and supply chain stability [1][12][13][14] - Bandai's unique advantage lies in its comprehensive industry chain capabilities, allowing for synergy between content creation, animation production, and sales channels [1][14] Sanrio - Sanrio emphasizes character-driven IPs, particularly through its flagship character Hello Kitty, leveraging emotional connections and a well-structured industry chain to maintain relevance [1][12][17] - Sanrio's strategy includes a strong focus on licensing, accounting for over 50% of its business, and diversifying its IP portfolio to reduce reliance on single characters [1][18][19] Market Strategies - Both companies adopt localized strategies for different markets, with Bandai focusing on global supply chain management and Sanrio emphasizing digital channels and local partnerships to enhance brand presence [1][16][20] Implications for Chinese Enterprises - The Japanese toy economy offers valuable lessons for Chinese companies, highlighting the importance of continuous product innovation for story-driven IPs and the potential for growth in character-driven IPs through open licensing and diversification [1][21]

题图 / 鬼灭之刃 鳄鱼老师：这场富贵我先收下了！ 截至8月12日，《鬼灭之刃：无限城篇第一章》（以下简称：《无限城篇》）的票房已经达到了220亿日元（约合人民币10亿元，这个成绩已经超越了《航 海王：红发歌姬》整个放映周期的 203.3亿日元（约合人民币10亿元）。 重要的是，这个势头并未放缓，这部上映不足一个月的影片正以强硬姿态杀入日本影史前十，提前锁定日本年度票房冠军。而目前排在日本票房榜首的则 是《鬼灭之刃》的另一部剧场版，曾于2020年创下影史纪录的《无限列车篇》，总票房成绩404.3亿日元。 先不说《鬼灭之刃》还有两部计划之内的剧场版，就目前这两部就很可能把总票房打到千亿日元，所以在很多人心中，原作者吾峠呼世晴仅凭这两部剧场 版就能快速步入富豪俱乐部，但是事情似乎并没有想象中的那么简单，她甚至连票房的一个零头都拿不到。 与票房无缘的日本创作者 根据资本主义市场的铁律——日本文艺家协会规定：电影原著作者的版权金规定双方拟定合作要以上限为1000万日元（约合人民币47万元）去做协议，也 就是说，票房成绩和原作者的授权费用是一锤子买卖，最高上限是1000万日元，而且这里面还要扣除版权商20%-40%的费 ...

Core Insights - The event held on August 8 aimed to promote the development of the animation and toy industry in Dongguan, attracting over 80 key guests and exhibitors from 13 countries and regions to discuss industry growth [1][3] Group 1: Industry Support Measures - Dongguan plans to allocate 120 million yuan (approximately 17 million USD) in industrial support funds to enhance the toy and animation industry through five key areas: industrial ecology, market expansion, content creation, animation industry, and resource assurance [3][5] - In terms of industrial ecology, support will be provided for enhancing original design capabilities and brand building, with a maximum subsidy of 3 million yuan (approximately 420,000 USD) for AI-enabled toy applications [5][6] - Market expansion efforts include subsidies of up to 200,000 yuan (approximately 28,000 USD) for participation in key domestic and international exhibitions, as well as support for cross-border e-commerce initiatives [5][6] Group 2: Project Promotion - Dongguan is recognized as the largest toy production base in China, producing approximately 85% of the country's toys and 25% of global animation derivatives [7][9] - Shipa Town and Chashan Town presented their project proposals, highlighting their advantages in the toy industry and inviting enterprises to invest [7][9] - Shipa Town's toy industry cluster accounts for about 10% of the national output value, with plans to create a unique industrial town that integrates cultural and ecological elements [9][11] Group 3: Future Development Plans - Chashan Town focuses on AI-driven toy development, with a plush toy industry cluster valued over 10 billion yuan (approximately 1.4 billion USD) and an average annual growth rate of 12% over the past three years [11] - The town plans to implement a 10 million yuan (approximately 1.4 million USD) incentive fund to enhance various aspects of the industry, including technology and market development [11] - Dongguan will continue to enhance its support for the animation and toy industry, optimizing the business environment and ensuring rapid project implementation [11]

Core Viewpoint - The Chinese secondary dimension market is expected to reach approximately 597.7 billion yuan in 2024, nearly double the size of 2019, driven by the growing popularity of domestic IPs and government support for their development [1][9]. Market Expansion - The market for character-related sectors such as animation and gaming in China is rapidly expanding, with a projected market size of about 12 trillion yen (approximately 580.5 billion yuan) in 2024, doubling from five years ago [1]. - The "BiliBili World" event in Shanghai attracted around 300,000 attendees over three days, indicating a significant increase in interest and participation in the secondary dimension culture [8]. Domestic IP Popularity - The popularity of domestic characters is on the rise, exemplified by the success of the animated film "Nezha," which grossed over 15.4 billion yuan during the Spring Festival, setting a record for Chinese box office earnings [12]. - The top trending IPs on China's second-hand trading platform include "Love and Deep Space" and "Identity V," showcasing the growing presence of Chinese IPs alongside popular Japanese works [15]. Government Support - The Chinese government is actively promoting the development of original IP brands, as outlined in the "Special Action Plan for Boosting Consumption," which emphasizes support for the animation, gaming, and esports sectors [14]. - Policies in Shanghai aim to revitalize tourism through IP and support the development of original IPs, reflecting a broader governmental strategy to enhance the domestic market [14]. Future Projections - The secondary dimension market in China is projected to expand to 834.4 billion yuan by 2029, driven by increased production and circulation of animation and gaming content, as well as the growth of emotional value consumption [9].

中新网东莞8月9日电 第十五届中国国际影视动漫版权保护和贸易博览会正在东莞举行。8日举行的中国 潮玩之都·动漫潮玩产业招商推介会发布《东莞市加快潮玩和动漫产业发展若干措施》提出，计划拿出 1.2亿元的产业扶持资金，以超常规力度，从产业生态、市场开拓、内容创作、集群发展、要素保障等 五大方向支持潮玩和动漫产业高质量发展。 截至2024年，东莞涉及潮玩生产的规上限上企业共计112家，工业总产值超238亿元，同比增长19%。 东莞潮玩产业集聚显著，拥有超过4000家玩具生产企业，近1500家上下游配套企业，是全国最大的玩具 出口基地，也是全国唯一的"中国潮玩之都"。全球动漫衍生品1/4在东莞生产，中国近85%的潮玩产自东 莞。 在当日的推介会上，来自13个国家地区的80余个影视动漫领域重要嘉宾、漫博会展商齐聚，推介会系统 介绍了东莞重点动漫潮玩产业政策与项目。东莞潮玩重镇石排镇推介了"潮玩小镇"规划，解读该镇的产 业空间、服务平台和专项政策等优势；茶山镇重点开展AI玩具产业招商，推介了茶山"AI+毛绒玩具"特 色产业园、"AI+IP"新质产业综合体等项目。 据悉，东莞下来将持续推动动漫潮玩产业发展，加大对动漫潮玩产 ...

Group 1 - The event "China潮玩之都·动漫潮玩产业招商推介会" was held on August 8, gathering over 80 key guests and exhibitors from the film and animation industry across 13 countries and regions to discuss industry development [1] - Dongguan's Industrial and Information Technology Bureau introduced the newly released measures to accelerate the development of the潮玩 and animation industry, planning to allocate 120 million yuan in industrial support funds [3] - The support will focus on five major areas: industrial ecology, market expansion, content creation, cluster development, and element guarantee to promote high-quality development of the潮玩 and animation industry [3] Group 2 - The "潮玩小镇" planning was promoted by Shipa Town, highlighting its industrial space, service platform, and special policy advantages [3] - Chashan is focusing on AI toy industry investment promotion, introducing projects like the "AI + Plush Toy" industrial park and "AI + IP" new quality industrial complex [3] - Dongguan will continue to enhance support for the潮玩 and animation industry, optimize the business environment, and strengthen project landing service guarantees to attract high-quality projects [3]