据灯塔专业版，截至12月1日，上映6天的《疯狂动物城2》电影，累计票房已经突破20亿元。票房之 外，《疯狂动物城2》IP联名更为疯狂。市场初步统计显示，截至目前，国内与该片联名品牌已超70 个，其中，潮玩成为该影片IP联名竞逐的焦点。一方面，包括泡泡玛特、名创优品、52TOYS在内的知 名品牌纷纷入局；另一方面，产品同质化、品控不佳等问题也随之而来。在业内看来，在迪士尼IP授权 窗口期，国内潮玩厂商"占位"比"争利"更重要，可为未来自研IP或争取更优质授权奠定基础，但仍需注 意IP热度退潮后的库存风险，冷门款可能滞销，同时，如何突破同质化联名带来的审美疲劳，找准自身 产品优势也是当前需要进一步考虑的。 毛绒系列有盲盒价差达50元 《疯狂动物城2》不仅票房再创新高，还带来了更疯狂的IP联名。 来源：北京商报 公开资料显示，自今年6月开始，仅内地市场与《疯狂动物城》的联名就超过了70个。而潮玩赛道的竞 争尤为激烈。据不完全统计，《疯狂动物城2》IP联动的合作方包括泡泡玛特、名创优品、TOP TOY、 52TOYS、玩具反斗城、九木杂物社、漫博潮玩、HOT TOYS（COSBABY）、萌物赏、着迷星球、三 月兽等。 ...

Core Insights - The movie "Zootopia 2" has achieved a box office of over 2 billion yuan within six days of its release, indicating strong market performance and consumer interest [1] - The film has led to a surge in IP collaborations, with over 70 brands in China partnering with the movie, particularly in the collectible toy sector [2][5] - The competition among toy brands is intense, with many products showing high similarity, leading to concerns about product differentiation and quality control [5][8] Box Office Performance - "Zootopia 2" has surpassed 2 billion yuan in box office revenue within just six days of its release [1] - The film's success is expected to drive further IP collaborations and product launches in the coming years [7] IP Collaborations - Over 70 brands have launched products in collaboration with "Zootopia 2," including notable names like Pop Mart, Miniso, and 52TOYS [2][5] - The types of products range from collectible cards to plush toys, with price points varying significantly from 10 yuan to 799 yuan [2][4] Market Competition - The toy market is experiencing a "homogenization" phenomenon, where many products are similar in design and quality, leading to a dilution of brand identity [5][8] - Brands with physical retail channels, such as Pop Mart and Miniso, have a competitive advantage due to their ability to provide experiential shopping [6] Inventory Risks - The rapid increase in IP collaborations may lead to inventory risks as the market becomes saturated with similar products [8] - Companies are advised to focus on "positioning" rather than just profit during the IP authorization window to build a foundation for future self-developed IPs [8] Consumer Insights - Consumers have expressed concerns about the quality of products associated with the "Zootopia 2" IP, noting issues with durability and design accuracy [5][8] - The price of products linked to the IP is generally higher than non-IP items, but quality control remains a significant issue [5][8]