Core Viewpoint - The article discusses the rise of AI virtual idols, highlighting their transformation from traditional models to AI-generated entities that resonate with audiences through relatable content and character development [10][22][38]. Group 1: AI Virtual Idols' Popularity - The song "没出息" became a viral sensation, with over 200 million views across platforms after being reinterpreted by the Innokids band [6][12]. - AI virtual idols are experiencing a global surge, with examples like the AI idol "YURI" achieving over 7 million views for its song "SURREAL" [6][8]. - The new generation of virtual idols is characterized by deep AI involvement in creation, leading to a significant shift in the production and consumption of music [10][12]. Group 2: Technological Advancements - The core driver of the recent boom in AI virtual idols is the ultra-realistic human-like representation, with many users unable to distinguish between AI and real performers [12][18]. - AI technology has drastically reduced production costs and time, with estimates suggesting a 90% decrease in costs and a reduction in creation time from months to days [15][17]. - AI music models like Suno and Udio allow for the rapid creation of original songs, transforming the music production landscape [15][16]. Group 3: Business Model Transformation - The integration of AI has restructured the business model of virtual idols, shifting from unprofitable ventures to potentially sustainable businesses [28][30]. - Music copyright revenue is becoming a stable income source, with successful examples like YURI generating significant sales from digital albums and NFTs [28][30]. - Brand collaborations and virtual concerts are emerging as new revenue streams, with companies exploring diverse monetization strategies [30][34]. Group 4: Character Development and Audience Engagement - Successful AI virtual idols are built on rich character backgrounds and relatable narratives, fostering emotional connections with audiences [20][24]. - The character "英子" from Innokids is designed to reflect real-life experiences, enhancing relatability and engagement [24][25]. - The industry is moving towards creating immersive experiences that blend AI and human creativity, aiming for a seamless integration of virtual and real elements [22][38].

在当今多元化的娱乐时代，那位拥有葱绿色双马尾的虚拟歌姬初音未来，曾以震撼的全息演唱会打破虚拟与现实的界限，在全球范围内掀起文化浪潮。从 被邀请当做Lady Gaga的演唱会嘉宾，到演唱会开遍全球几十个城市。 初音未来在中国的受众体量也并不算小。2012年在中国台北，共一万张门票售出近八成，其中最高票价（2900新台币）的门票在开卖后一小时內就售罄， 再次证明了其强大的市场号召力。2019年的"未来有你"中国巡回演唱会，在现场吸引了超过一万名观众，同时通过线上直播收获了百万级别的观看量。 初音未来的故事始于2007年。当时她仅仅是Crypton Future Media公司推出的一款VOCALOID语音合成程序的音源库，一个被赋予"来自未来的最初声 音"之名的虚拟形象。然而，一切因互联网创作社群的热情而改变。 得益于VOCALOID技术的开放性和同人创作的自由氛围，全球无数音乐制作人、插画师和视频创作者开始以初音未来为核心进行二次创作。标志性的 《世界第一的公主殿下》、《千本樱》等歌曲病毒式传播，魔性的"甩葱歌"表情包火遍大江南北。 真正的转折点是2010年全息投影演唱会的成功举办。当3D建模的初音未来以近乎真 ...

Core Insights - The collaboration between Lehua Entertainment and Wakuku aims to create a "star IP-scarce trendy toys-fan economy" golden loop, potentially leading to a new path for successful product incubation [3][17] - The "Guzi economy" is expected to reach a scale of 168.9 billion yuan in 2024, driven by popular IPs and the rapid expansion of offline "Guzi stores" [5][7] - Lehua Entertainment's stock price has surged by 342.42% over the past month, reflecting investor confidence in its cross-industry trendy toy strategy [8][17] Group 1: Collaboration and Market Strategy - Lehua Entertainment's partnership with Wakuku leverages top-tier artists to enrich the IP pool, enhancing emotional value in product design [3][4] - Wakuku's platform operations utilize advanced technology and community engagement to create a comprehensive sales funnel, leading to rapid sell-outs of limited edition products [3][4] - The collaboration is expected to expand into a "Lehua Trendy Toy Universe," diversifying product offerings and extending product life cycles [4][17] Group 2: Economic Trends and Growth Potential - The "Guzi economy" is anticipated to grow by 40.63% year-on-year, with significant contributions from the idol industry and innovative business models [5][6] - Lehua Entertainment's "Guzi" series, which includes exclusive merchandise linked to its artists, has shown strong sales performance, indicating a successful integration of traditional fan consumption with the new economy [6][7] - The company's focus on high-margin, standardized production of "Guzi" items presents substantial profit growth opportunities [6][7] Group 3: Stock Performance and Investor Sentiment - Lehua Entertainment has actively repurchased shares, with a total expenditure of 18.63 million HKD in May, indicating a strategy to bolster market confidence [10][12] - The concentration of shares is increasing, with institutional holdings rising to 25.32% as of June 11, 2025, suggesting a positive outlook from institutional investors [12][14] - The company's diverse strategies, including the trendy toy market and virtual idols, are expected to provide robust growth momentum in the long term [14][17]

Group 1 - The article discusses the rising trend of virtual idols in Japan, exemplified by the virtual singer Mori Calliope, who performed at a sold-out concert in Hollywood, attracting around 4,000 fans [1] - The management company behind Mori Calliope, Hololive, aims to establish virtual idols as a significant cultural export from Japan, with nearly half of its idols primarily using English rather than Japanese [1] - A forecast predicts that the niche market for virtual idols could grow to nearly $4 billion in annual revenue by 2030 [1] Group 2 - The CEO of the management company, Motoaki Tanigo, highlights the potential competition from South Korea, where trained virtual idols may achieve exponential growth in the U.S. market [1] - Tanigo emphasizes that the human element behind virtual idols is crucial for connecting with fans, stating that they do not intend to use generative AI to create new virtual artists [2] - Professor Ken Okamoto from Kinki University expresses confidence in the industry's future, suggesting that advancements in virtual technologies may lead to a seamless integration of real life and virtual idol experiences [2]