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爱奇艺(IQ.US)发布Q2财报:上半年自营影视卡牌GMV破亿 线下乐园布局加速
智通财经网· 2025-08-20 14:17
8月20日,爱奇艺(IQ.US)发布了2025年Q2财报,其中首次披露IP消费品成绩单:上半年自营影视卡牌业 务GMV突破亿元,热播剧《淮水竹亭》和《临江仙》卡牌销售额创爱奇艺新高。同时,在财报会上, 爱奇艺CEO龚宇表示,线下体验方面,目前位于扬州、开封的爱奇艺乐园正在筹备中,年底前再确认1- 2家新乐园选址。可见,在会员和广告之外,IP全场景开发作为爱奇艺新的增长点正越来越清晰。 探索体验业务新机遇 上半年,自营影视卡牌GMV破亿元 50+全感剧场 覆盖全国30城 《临江仙》卡牌 据了解,爱奇艺自2018年开始以授权方式切入卡牌市场,到2023年,凭借《莲花楼》首次尝试真人影视 卡牌,2024年7月,从《唐朝诡事录之西行》项目开始,爱奇艺已经全面实现卡牌自营模式,成功构建 了"自有IP孵化+自研产品+自营渠道"为一体的综合运营能力。影视卡牌赛道重点依赖于古装剧赛道,而 优质IP的储备和获取是爱奇艺的明显优势,同时正在加速搭建渠道能力,面向未来,爱奇艺希望依托中 国衍生品产业丰富的产能和人才,快速提升设计和工艺水平,同时在电影、日漫、儿童等领域加大IP的 衍生品开发和获取商品化权利,计划孵化出一批具有持久生 ...
锚定IP+AI 影视大厂升级内容生态
Group 1 - iQIYI reported total revenue of 7.19 billion RMB for Q1 2025, a 9% quarter-over-quarter increase [2] - iQIYI's CEO emphasized the importance of high-quality content and the evolution of its business model to meet market demands [2] - The trend in the film and television industry shows companies expanding beyond content production to include IP derivative businesses and AI integration [2] Group 2 - Shanghai Film's IP licensing revenue increased by 62.74% year-over-year, highlighting its successful IP business strategy [3] - iQIYI has launched over 50 operational stores for its immersive theater experience based on popular IPs, with plans for more locations [3] - Reading Group's derivative business achieved a GMV of over 500 million RMB in 2024, with significant growth in card game sales [3] Group 3 - Alibaba Pictures reported over 90% year-over-year growth in its IP derivative business, driven by strong retail sales of licensed products [4] - Wanda Film is collaborating with 52TOYS to develop and market IP toy products, aiming to create a comprehensive IP lifecycle platform [4] - Light Media is transitioning to become an "IP creator and operator," with various IP-related ventures contributing significant revenue [5] Group 4 - The integration of AI technology is seen as a key strategy for film companies to enhance content value and operational efficiency [6] - Alibaba's entertainment division rebranded to Whale Entertainment, focusing on a "content + technology" dual strategy for enhanced user experiences [6] - iQIYI introduced an AI-driven feature that allows users to jump to exciting moments in videos, showcasing the application of AI in content delivery [7] Group 5 - The combination of AI and IP is expected to drive innovation and globalization in the content industry, despite short-term challenges [7]