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“周杰伦概念股”卖起卡牌,有粉丝囤10套
3 6 Ke· 2025-10-11 10:36
有粉丝一次囤10套"冲销量" 巨星传奇此次代理的卡牌以周杰伦25年音乐生涯与"嘉年华"巡演为主题,售价350元/盒,每盒内含50张卡片,每盒标配6~7张的折射卡、特卡(指具有特 定主题、专属名称和独特设计,获得率较低,独立于普卡之外的卡片),并以周杰伦生日数字"118"作为限编基数(指卡牌发行的限量总数),吸引了不 少周杰伦粉丝与歌迷群体的关注。 周杰伦IP又上新了,这次瞄准的是卡牌赛道。 距离周杰伦宣布以"周同学"账号入驻抖音平台刚好3个月,10月9日,Etersource品牌宣布推出官方授权周杰伦"嘉年华"世界巡回演唱会系列收藏纪念 卡。"周杰伦概念股"巨星传奇(06683.HK)作为该品牌发售全球总代理,这也是周杰伦出道25周年的首款官方授权收藏卡。 目前,该卡牌产品已在Etersource淘宝旗舰店开启限量预售,产品预售上架时间为一周(10月9日~10月16日)。截至10月11日12点,该卡牌产品已售出超 1000件,超900人加购。 巨星传奇成立于2017年,创始人均与周杰伦关联密切,因此被称为"周杰伦概念股"。公司主营业务包括新零售业务和IP创造及营运,而周杰伦IP是核心明 星IP。2023年7月 ...
“深圳满大街咋全是这个黄色不明生物?”,搞钱之都有自己的“癫版玲娜贝儿”
3 6 Ke· 2025-10-09 02:15
前不久,深圳迎来特区45周年庆,用万架无人机的表演,再次坐实自己的财大气粗。 在现场,不仅能看到各种深圳地标元素,还能纵览被捧上天的金主爸爸,只是有一幕把人看懵了:这团黄色的不明物体究竟是啥? 有人以为是机器人在捡荔枝,有人说是苹果也砸了钱。这众说纷纭的场面,堪比误入追星机场时追问"这是谁啊"的画面。 直到切换至全景视角,才恍然大悟原来是cos《创世纪》的奶龙,进而才知道,这个整天喊着"我的大肚肚,真的很酷酷"的角色竟然是深户——背后的运 营公司第七印象2017年在深圳成立。"那就奶龙特区四十五周年生日快乐"的祝福随即被送上。 图源:小红书@冰冰、@胆小菇o_0、@Niki栗栗子 事实上,这并不是奶龙第一次上天。早在去年国庆,奶龙就前往香港"举办"个人无人机表演,深圳湾两岸共享着同一个"大肚肚"。 图源:小红书@打工人吃饭日记 01 深圳是座巨大的奶龙痛城 随地大小龙的"盛世",或许是从深圳开始的。 深圳前海片区作为奶龙去年年底乔迁的新家,据说只要有黄色,就会有奶龙的一席之地。就连过年,也要给奶龙增加点喜庆。 图源:小红书@Kratos 现实虽然没有那么邪乎,但"奶龙经济特区"却也不是浪得虚名的。 两年前,自 ...
IP运营的长期主义:从奥特曼版权乱局看授权管理的生死线
第一财经· 2025-09-30 10:14
常青IP版权格局:历史脉络与市场现状 在近期热闹看展的背后,不少消费者却感到困惑:"哪家奥特曼展才是真正的官方展览?" 近日,"追光之旅·展望奥特曼60周年主题展"在上海新世界城举办。这场由圆谷制作株式会社在中国 大陆官方认可的全版权总代理——新创华全程监修的展览,被誉为中国大陆超大规模、超高规格的奥 特曼系列主题展览,吸引了全国各地的粉丝前来观展。而另一家公司奇奥天尊,也同期在上海举办了 奥特曼相关展览。 消费者不禁困惑:"哪一个才是真正的奥特曼? "这种困惑源于中国市场错综复杂的奥特曼版权现状 ——新创华与奇奥天尊均声称拥有奥特曼版权。 这场持续近半个世纪的IP版权纠纷,也牵动着这个 跨越60年、影响数代人的经典IP在中国市场的情感认同与商业未来。 △图为新创华《追光之旅 · 展望奥特曼60周年主题展》现场 奥特曼这一经典IP已经走过了60年辉煌历程。自从1966年首次亮相以来,奥特曼系列作品逐渐扩展 至商品快消、漫画、电影、游戏、线下主题空间等领域。在中国市场,奥特曼已经从单纯的儿童向IP 迭代成为成年人也喜爱的常青IP。据数据显示,2024年奥特曼以74亿美元总收入位列全球最赚钱IP 第53位,显示出 ...
巨星传奇(06683)股东将股票由民银证券转入国泰君安(香港) 转仓市值5.35亿港元
智通财经网· 2025-09-30 00:34
巨星传奇2025年中期报告显示,集团于2025年上半年录得收入人民币3.54亿元,同比增长33%。其中新 消费业务收入达人民币2.11亿元,同比大幅增长91.5%;IP创造及营运业务收入为人民币1.44亿元。期内 毛利为人民币1.56亿元,毛利率为44%。期内溢利为人民币807万元,每股基本盈利为人民币0.01元。 智通财经APP获悉,香港联交所最新资料显示,9月29日,巨星传奇(06683)股东将股票由民银证券转入 国泰君安(香港),转仓市值5.35亿港元,占比5.58%。 ...
一只涨450%,一只涨150%,这两家“凤凰之星”获奖公司做对了什么?
凤凰网财经· 2025-09-23 01:50
Core Viewpoint - The significant stock price increases of Kangfang Biopharma and Pop Mart, which rose over 150% and 450% respectively, reflect the accurate predictions of the "Phoenix Star Listed Company Awards" regarding high-quality investment targets [1][4][18]. Group 1: Performance and Growth - Kangfang Biopharma achieved a revenue of 1.412 billion yuan in the first half of 2025, marking a year-on-year growth of 33.7%, driven by the commercialization of core products [5]. - Pop Mart reported a revenue of 13.88 billion yuan during the same period, with a remarkable year-on-year growth of 204.4%, showcasing the strong monetization capability of cultural IP operations [8]. - Both companies' growth is attributed to stable revenue contributions from their core businesses, with Kangfang Biopharma focusing on dual-antibody drug matrices and Pop Mart leveraging its leading IP series [8]. Group 2: Globalization Strategy - Kangfang Biopharma is actively pursuing a global strategy, with key products like Cardunili and Yivosi being central to its international expansion. The company has authorized Summit to commercialize Yivosi globally under a deal worth up to $5 billion [9]. - Pop Mart adopts a localized international strategy, signing artists globally to cater to diverse consumer needs and launching region-specific products, such as Thai-themed LABUBU products and collaborations with famous artworks in Paris [9]. Group 3: Industry Trends - The innovative pharmaceutical sector, where Kangfang Biopharma operates, is experiencing structural changes, with improved healthcare systems and accelerated drug approvals driving the growth of Chinese innovative drugs [12]. - Pop Mart is capitalizing on the rise of the IP economy, fueled by the increasing demand for emotional value consumption among Generation Z and the global popularity of "Guzi" culture [12]. Group 4: Evaluation Criteria - The "Phoenix Star Listed Company Awards" emphasizes long-term growth potential over short-term financial metrics, utilizing data analysis, expert reviews, and public voting to identify companies with sustainable value [13][14]. - The awards recognize Kangfang Biopharma's comprehensive layout from R&D to industrialization and Pop Mart's innovative capabilities in IP operations and global expansion potential [14].
一只涨450%,一只涨150%,这两家“凤凰之星”获奖公司做对了什么?
自去年获得"2024凤凰之星上市公司评选"的"港股最具成长性上市公司"以来,康方生物和泡泡玛特备受资本市场青睐,截至9月21日,股价已分别涨超 150%、450%。 这两家分属不同赛道的企业,用持续攀升的股价,诠释了"凤凰之星上市公司评选"对优质标的的精准预判。这份前瞻性背后,究竟藏着怎样的逻辑? 标普全球中国区主席、标普信评首席执行官黄直(中)为"2024凤凰之星上市公司评选"获奖企业颁奖 1、"凤凰之星"最具成长性上市公司为什么能股价大涨? 两家企业分属不同的行业,却走出了相似的股价曲线,这背后并非偶然的市场炒作,而是多重优势共振的结果。 首先,扎实的业绩是两家企业获得资本市场认可的前提。 2025年上半年,康方生物实现营业收入14.12亿元,同比增长33.7%,这一增长源于其持续推进核心产品的商业化进程,如推动卡度尼利、依沃西两款产品被 纳入医保目录。 康方生物管线分布情况 积极推进全球化战略,充分挖掘海外市场潜力,也是两家企业实现规模跃升的重要因素。 具体来看,卡度尼利与依沃西是目前康方生物的出海核心。2022年,康方生物将依沃西以"5亿美元首付款+50亿美元总交易额+低双位数销售分成"交易模式 授权 ...
巨星传奇百位国际潮流艺术家共创计划武汉首发 “周同学”IP价值再扩容
Core Insights - The company is exploring a new model for IP value transformation through its core IP "Zhou Tongxue" [1][3] - The "Heartfelt Art Realm Zhou Tongxue Art Exhibition" in Wuhan marks a significant milestone in the internationalization of the company's IP strategy [1][3] - The exhibition features over 20 collaborative works from top international trend artists, enhancing the cultural connotation of the "Zhou Tongxue" IP [1][4] Company Strategy - The collaboration is a crucial step for the company in the field of IP operations, aiming to accelerate the construction of a global artist resource pool [3] - The company plans to strengthen the development capabilities of original IP and derivative content related to "Zhou Tongxue" [3] - The integration of the art exhibition with the upcoming Jay Chou concert aims to provide a complete consumer experience from viewing to purchasing [4] Market Impact - Since its launch in 2019, the "Zhou Tongxue" IP has achieved over 1 billion yuan in sales through various innovative models [4] - The company views IP as a core asset driving new consumption patterns, with the Wuhan exhibition serving as an experiment in "IP scene transformation" [4] - The strategy of collaborating with international trend artists is similar to resource integration methods used by leading companies in the industry, aiming to build a unique artistic creation ecosystem [4] Future Plans - The company intends to create a dynamic IP content pool that updates based on market feedback, employing a selection mechanism to identify and incubate popular works [4] - This approach aims to enhance commercial conversion efficiency and strengthen the company's differentiated advantage in the competitive IP market [4]
巨星传奇“百位国际潮流艺术家共创计划”武汉首发 周同学IP价值再扩容
Quan Jing Wang· 2025-09-19 08:51
Core Insights - The article highlights the launch of the "Heartfelt Art Realm" exhibition in Wuhan, featuring over 20 collaborative works from international trend artists, marking a significant step in the internationalization of the "Zhou Classmate" IP strategy [1] - The exhibition is designed to merge art, music, and commerce, aiming to enhance local cultural tourism consumption by extending audience stay through the combination of the exhibition and Jay Chou's concert [1] Group 1 - The "Zhou Classmate" IP has generated over 1 billion yuan in sales since its launch in 2019, becoming one of the most commercially valuable IPs in the "Gou Circle" [3] - The company has implemented a dual-track selection mechanism for choosing the 100 international trend artists, combining data intelligence and expert evaluation to enhance the hit rate of derivative content [2] - The exhibition serves as an experiment in "IP scene transformation," providing unique content and products for fans and art enthusiasts [3] Group 2 - The company aims to build a dynamic IP content pool by leveraging market feedback and a "racehorse mechanism" to optimize the artist resource allocation [4] - The initiative reflects the company's deep exploration of the "long-tail value" of IP in the context of rising interest consumption trends [4] - The collaboration with international artists aligns with strategies employed by leading companies in the industry, such as Pop Mart, to create a unique artistic ecosystem based on market feedback [3]
“周杰伦概念股”突发,成鸟巢唯一民企股东!
Sou Hu Cai Jing· 2025-09-18 04:59
Core Viewpoint - The company "Giant Star Legend" has become the only private shareholder of the Bird's Nest by acquiring approximately 1.17% equity in the National Stadium, marking a strategic move towards deeper integration of IP and venue operations [1][4][5]. Group 1: Acquisition Details - Giant Star Legend's subsidiary, Xing Chuang Yi (Kunshan) Cultural Entertainment Co., Ltd., has signed a share purchase agreement to acquire approximately 1.17% of the equity in the National Stadium [2][4]. - The acquisition is subject to several conditions, including the lifting of asset freezes and the waiver of preemptive rights by existing shareholders [4]. - The National Stadium, known as the Bird's Nest, is a landmark asset with significant cultural and economic importance, enhancing the company's ability to collaborate on large-scale cultural and sporting events [4][5]. Group 2: Market Performance and Strategic Moves - Following the announcement of Jay Chou's entry into Douyin, Giant Star Legend's stock surged by 94%, with a cumulative increase of over 180% in subsequent trading days [8]. - The company has been active in forming strategic partnerships, including a recent collaboration with Yushu Technology to develop consumer-grade robots empowered by IP [8]. - The stock experienced volatility, with a notable drop of 4.83% on September 16, closing at HKD 11.42, with a total market capitalization of HKD 10.246 billion [2][8]. Group 3: Upcoming Events - Jay Chou's 2025 "Carnival" World Tour will take place at the Jinan Olympic Sports Center Stadium from September 19 to 21, indicating strong demand for live events [9][10]. - Despite multiple performances, tickets for the concert remain highly sought after, with local businesses even renting out "viewing spots" for fans [10][11].
IP核心标的复盘与展望:大麦娱乐、上海电影等
2025-09-17 00:50
Summary of Key Points from Conference Call Records Industry Overview - The conference call discusses the IP (Intellectual Property) industry, focusing on companies such as Damai Entertainment, Alibaba's Aliyu, Shanghai Film, and Yuewen Group, highlighting their strategies and performance in the IP market [1][2][3][4][20]. Core Insights and Arguments - **Damai Entertainment's Business Model**: - Damai Entertainment leverages global IPs like Sanrio and Pokémon in the Chinese market, achieving GMV growth through a model that combines guaranteed payments and sales commissions, with a gross margin of approximately 26% [1][5]. - **Aliyu's Market Position**: - Aliyu is the sixth largest IP operator globally and the largest in China, with a revenue of 1.2 billion RMB. It has significant domestic market advantages and potential for growth through penetration into social retail [1][14][15]. - **Performance of Sanrio and Aliyu Partnership**: - Following the partnership with Aliyu, Sanrio's licensing revenue in China grew by 55% in FY2025 and 157% year-on-year in Q1 FY2026, significantly exceeding market expectations [1][16]. - **Yuewen Group's IP Strategy**: - Yuewen Group incubates IP through paid reading, operating across various formats like films, animations, and games, with a GMV of 480 million RMB in the first half of the year [1][23]. Additional Important Content - **Government Support for IP Business**: - New policies from the Ministry of Commerce support the development of high-quality cultural services, benefiting companies like Damai Entertainment and Yuewen Group [2]. - **Marketing and Event Strategies**: - Damai Entertainment enhances IP influence through marketing events like the Sanrio Hi-Fun Festival and online promotions, which solidify user connections and expand market presence [6][7]. - **Aliyu's Unique Advantages**: - Aliyu's strengths include robust online marketing capabilities, IP legal management, and ensuring consistent IP representation globally, which are critical for maintaining IP value [8][10]. - **Future Growth Potential**: - The IP licensing business has vast growth potential, with Aliyu expected to continue expanding its revenue through social retail penetration despite its current smaller revenue scale [15]. - **Shanghai Film's Success**: - Shanghai Film has acquired 60 IP rights and successfully launched projects like the "Chinese Strange Tales" series, with significant box office success from related films [29]. - **Cat Eye Entertainment's Initiatives**: - Cat Eye Entertainment is actively developing its offline derivative product business, leveraging its connections in the film industry to enhance IP-related revenue [30]. This summary encapsulates the key points from the conference call records, providing insights into the IP industry's dynamics and the performance of major players within it.