| ﺍﻟﻤﻮﺍﻗﻊ ﺍﻟﻤﺴﺘﻘﻠﺔ ﺍﻟﻤﺘﺤﺪﺓ ﺍﻟﻤﺘ | A BREAD ON OF | STATISTICS CONSULT | | and the results | | | | --- | --- | --- | --- | --- | --- | --- | | rr | 虚拟形象 | 五月天 | StayReal | 抱枕/毛绒/T恤 | 159/199/299元 | 1295.88万元 | | 更要 | 虚拟形象 | 周深 | 周可可 | 挂绳/野餐垫/棉花娃娃 | 1 | 1 | | 素龙 | 虚拟形象 | 汪苏泷 | / | 毛绒玩偶/应援棒/披肩 | 98/119/159/179/219元 | 1 | | 菜阳 (ROY6) | 虚拟形象 | 王源 | Line Friends | 毛绒玩偶/双肩包 | 69/89/229元 | 9.01万元 | | HUG | 虚拟形象 | 王源 | / | 玩偶/应援棒 | 78/168元 | 1 | | 昧書 | 虚拟形象 | 林俊杰 | 1 | 毛绒熊 | 1 | 1 | | Kiku | 虚拟形象 | 林俊杰 | 1 | 毛绒玩偶 | 1 ...

Core Viewpoint - The article highlights the recent strategic moves by Superstar Legend, including a share acquisition and the launch of new IP initiatives, indicating a strong focus on expanding its market presence and leveraging celebrity influence for growth [1][3][5]. Group 1: Share Acquisition - Superstar Legend's subsidiary, Xing Chuang Yi (Kunshan) Cultural Entertainment Co., has signed a conditional share acquisition agreement to purchase approximately 1.17% of the equity in National Stadium Co., corresponding to a registered capital of about RMB 24.3 million [1][3]. - The acquisition is subject to several conditions, including the lifting of asset freezes and the completion of necessary regulatory procedures [4][5]. - Post-acquisition, National Stadium Co. will not be a subsidiary of Superstar Legend, and its financial performance will not be consolidated into the group's financial statements [5]. Group 2: IP Development and Market Strategy - The company has launched the "Zhou Classmate" float at the Shanghai Tourism Festival, aiming to engage younger audiences through interactive experiences [1][7]. - Superstar Legend has formed a strategic partnership with Yushut Technology to develop consumer-grade robotic products, enhancing its IP portfolio [7][9]. - The company is expanding its IP matrix, particularly leveraging the Zhou Jielun IP, which has significant commercial potential due to its strong fan base and box office appeal [8][9]. Group 3: Stock Performance - Following the announcement of Zhou Jielun's entry into Douyin, the stock price of Superstar Legend surged by over 180% in July, reflecting strong market interest and investor confidence [7]. - On September 12, the stock experienced a sharp increase of nearly 22% in intraday trading, indicating positive market sentiment surrounding the company's recent activities [1][7].

Core Insights - The core viewpoint of the article highlights the financial performance of Giant Star Legend Group Limited for the first half of the year, showcasing a significant increase in revenue but a notable decline in profit attributable to shareholders [1]. Financial Performance - The group's revenue for the first half of the year reached 354 million yuan, representing a year-on-year growth of 33.0% [1]. - The profit attributable to shareholders was 10 million yuan, which reflects a year-on-year decrease of 58.88% [1]. Business Segments - Giant Star Legend operates primarily in two business segments: 1. IP Creation and Operation: This segment involves the creation and management of celebrity IPs, providing planning and management services for media content production and events, licensing celebrity IPs, and selling related products [1]. 2. New Consumption: The group develops and sells health management products through various online and offline channels [1]. Impact on Profitability - The group's profitability in the first half was adversely affected by a fair value loss of approximately 19.5 million yuan from investments in Hong Kong-listed securities, which is not directly related to the group's main business operations [1].

Group 1 - Jay Chou's entry into Douyin has generated significant market interest, with his account gaining over 15 million followers and his first video receiving more than 7.5 million likes within hours of posting [1] - The stock price of Giant Star Legend surged over 36% shortly after Jay Chou's Douyin debut, with a total market capitalization exceeding 12 billion HKD and a cumulative increase of 249.31% over four days [1] - On July 9, the announcement of Jay Chou joining Douyin led to a stock price increase of 165.6%, with a trading volume surpassing that of major companies like Tencent [1] Group 2 - Giant Star Legend focuses on IP creation and operation, having developed significant celebrity IPs including "Zhou Tongxue" and "Liu Jiaolian," with a total fan base of 250 million [2] - The company has successfully expanded its IP business into various sectors, generating over 1 billion RMB in sales through collaborations with over 200 licensed partners [2] - The first outdoor reality show tailored for Jay Chou, "Zhou You Ji," has achieved high viewership ratings, with the third season garnering over 41 billion topic exposures [3] Group 3 - In the 2024 financial report, Giant Star Legend reported a revenue of 584 million RMB, a year-on-year increase of approximately 35.8%, with IP business revenue growing by 65.1% [3] - The surge in stock price reflects market recognition of Jay Chou's IP commercial value and optimistic expectations for the company's future growth [3] - Increased influence of Jay Chou on Douyin presents opportunities for Giant Star Legend to expand revenue through advertising, live streaming, and co-branded products [3]

Group 1 - The core business of the company includes IP creation and operation as well as new retail, with a focus on media content creation, event planning, and celebrity IP management services [1] - The company has a total fan base of 200 million for its celebrity IP portfolio, and its health management products, including Magic Coffee and Matcha Powder, maintain a leading market share [1] - As of the 2024 annual report, the company reported total revenue of 584 million yuan and a net profit of 56.054 million yuan [2] Group 2 - On August 5, the company completed a placement of 37.52 million shares at a price of 9.13 HKD per share, raising a net amount of 324.1 million HKD [3]

Core Viewpoint - The company, 巨星传奇, is launching the "Finding Zhou Classmate Shanghai Station" project during Jay Chou's concert in Shanghai, marking the largest comprehensive IP, cultural tourism, and concert event related to Zhou Chou's character to date [2][4][7]. Group 1: Project Collaboration - The project is in collaboration with Shanghai Jiushi Cultural Communication Co., Ltd., a wholly-owned subsidiary of the Shanghai State-owned Assets Supervision and Administration Commission [4]. - The partnership aims to explore the "ticket root" economy and its full-scene application, enhancing urban cultural tourism development [9]. - The collaboration will feature Zhou Chou's giant portraits at six landmark locations in Shanghai and various themed pop-up points [6][7]. Group 2: Financial Aspects - On August 5, the company completed a share placement, raising a net amount of HKD 124 million, which will be used to expand retail channel networks, including initial funding for collaboration with Yushu Technology [4][12]. - The planned use of the funds includes purchasing and developing vending machines and robotic equipment, with 38.2% of the net proceeds allocated for this purpose [12][13]. Group 3: IP Development - The company has been intensifying its efforts in developing the Zhou Chou IP since its launch in 2019, focusing on various revenue streams such as event sponsorship, merchandise sales, and licensing fees [9][10]. - The collaboration with Yushu Technology aims to create consumer-grade robotic products with strong IP attributes, enhancing the company's product offerings [14].

Core Insights - Jay Chou's entry into Douyin (TikTok) has significantly boosted his popularity, gaining over 10 million followers in less than 24 hours, and reaching 20 million followers shortly after [2][3] - The surge in Chou's popularity has led to a notable increase in the stock prices of companies associated with him, termed "Jay Chou concept stocks," with some stocks experiencing gains of over 165% [4][6] Company and Market Impact - The company Giant Star Legend, which holds the IP development rights for Jay Chou, saw its stock price soar by 165% on July 9, closing at 98 HKD, and continued to rise by over 20% the following day [4][6] - A-share companies such as Zhizhong Home and Fengshang Culture also experienced significant stock price increases, with both hitting the daily limit up [7] - The business model of Giant Star Legend revolves around leveraging Jay Chou's IP in new retail, which is expected to enhance sales through his massive fanbase [6][14] Financial Performance - Giant Star Legend reported a total revenue of 584 million RMB in 2024, a year-on-year increase of 35.8%, with net profit rising by 62.4% to 56.05 million RMB [14] - The company's revenue growth is attributed to successful projects involving Jay Chou, including the TV show "Around the World with Jay Chou" [14] IP and Brand Development - Jay Chou's IP has been licensed across five core areas, generating over 1 billion RMB in sales through collaborations with over 200 licensing partners [11][14] - The company has plans to expand its product lines, including health drinks and various consumer goods, capitalizing on current market trends [19] Social Media and Engagement - Jay Chou's previous success on other platforms, such as Kuaishou, where he has 48 million followers, indicates a strong potential for monetization through social media [8][9] - His recent activities, including participation in a reality show and various public appearances, further enhance his brand visibility and engagement with fans [10][11]

Core Viewpoint - Jay Chou's recent activities, including his entry into Douyin, have significantly impacted the market, particularly boosting the stock price of his associated company, Superstar Legend [2][5][6]. Group 1: Jay Chou's Social Media Impact - Jay Chou joined Douyin on July 9, 2023, and gained 50,000 followers within 15 minutes, reaching over 13 million followers by July 11 [2]. - His first short video on Douyin was released on July 11, leading to a rapid increase in the stock price of Superstar Legend, which saw a 21.71% rise on the same day [2][6]. - Superstar Legend's stock experienced a total increase of 203.68% from July 7 to July 11, 2023 [6]. Group 2: Superstar Legend's Business Performance - Superstar Legend reported a total revenue of 584 million yuan for the fiscal year 2024, a growth of approximately 35.8% compared to the previous year [7]. - The company's IP creation and operation business generated 314 million yuan in revenue, a 65.1% increase from 190 million yuan in the previous fiscal year [8]. - The new retail business segment recorded revenue of approximately 270 million yuan, growing by 12.5% year-on-year, driven by the popularity of its flagship product, Magic Coffee [7]. Group 3: Multi-Platform Strategy - Superstar Legend is maintaining a multi-platform strategy by operating on both Douyin and Kuaishou, aiming to maximize exposure and fan engagement [4][9]. - The company has successfully created two major celebrity IPs, "Zhou Tongxue" and "Liu Jiaolian," which are crucial for its business growth [7][8]. - The integration of AI technology in its new retail operations is part of the company's strategy to enhance performance and efficiency [7]. Group 4: Future Growth and Diversification - Superstar Legend is actively working on building a diversified IP matrix to reduce reliance on specific celebrity IPs, with plans to introduce new IPs [9][10]. - The company aims to explore new business models beyond new retail to ensure long-term growth and stability [10]. - The establishment of a robust IP incubation and operation mechanism is intended to enhance the company's resilience and growth potential [9][10].

Core Viewpoint - The article highlights the significant impact of Jay Chou's entry into Douyin (TikTok) on the stock performance of his associated company, Giant Star Legend, showcasing the potential of celebrity IP in driving business growth [1][4]. Group 1: Jay Chou's Douyin Account Launch - Jay Chou launched his Douyin account on July 9, 2023, under the name "Zhou Tongxue," and posted his first video on July 11, which utilized AI technology to showcase important moments from his life [1]. - Within three hours of the video release, his account gained over 13 million followers, and the video received 1.659 million likes [1]. Group 2: Stock Performance of Giant Star Legend - Following the video release, Giant Star Legend's stock price surged, increasing by over 36% at one point, and closing with a gain of 21.71% at HKD 15.70 per share, with a trading volume exceeding HKD 4 billion [4]. - In less than four trading days, the stock price of Giant Star Legend has risen by over 200% [4]. Group 3: Business Operations of Giant Star Legend - Giant Star Legend specializes in IP creation and operation, as well as new retail, and has been focusing on the operation of celebrity IP since launching the "Zhou Tongxue" character in 2019 [6]. - The company reported a revenue of CNY 584 million for the fiscal year 2024, representing a year-on-year increase of 35.8%, with IP business revenue reaching CNY 314 million, up 65.1% year-on-year [6]. - The annual report indicates that Giant Star Legend continues to promote celebrity IP, invest in concerts, and organize events, including activities like "Finding Zhou Tongxue" to attract fans and exhibitions in various locations, while also exploring overseas markets [6].

Group 1 - Jay Chou's entry into Douyin has led to a significant increase in his fan base, surpassing 10 million followers within 21 hours, which has positively impacted the stock market, particularly for the company Giant Star Legend (6683.HK) [1] - Giant Star Legend's stock price has seen a remarkable increase of 204.55% over three days, with a peak intraday rise of 23.63%, reaching a closing price of 12.30 HKD and a total market capitalization exceeding 11 billion HKD [1] - On the day of Jay Chou's announcement, the stock price surged by 165.6%, closing at 12.42 HKD, with a trading volume that surpassed major companies like Tencent, indicating strong market interest [1] Group 2 - The market's enthusiasm is driven by expectations of potential revenue from Jay Chou's activities on Douyin, leading to a reassessment of the commercial value of his IP [2] - Giant Star Legend has extensive experience in IP creation and management, having developed significant IPs like "Zhou Tongxue" and "Liu Jiaolian," with a total fan base of 250 million across various celebrity IPs [2] - The company has successfully expanded the licensing business for "Zhou Tongxue," generating over 1 billion RMB in sales through collaborations with over 200 licensed partners [2] Group 3 - Giant Star Legend's revenue for 2024 reached 5.84 billion RMB, marking a year-on-year increase of approximately 35.8%, with IP business revenue growing by 65.1% [3] - The development of IP images is seen as a way to create "emotional assets" that can transition from fan culture to mainstream consumption, potentially leading to sustainable brand assets and commercial returns [3] - The report from Zhongtai Securities highlights the investment value in the cultural consumption industry, emphasizing the importance of IP commercialization [4]