暑期档接近尾声，《浪浪山小妖怪》在今天六点以13亿票房成"黑马"，跻身2025年度国产院线电影票房第四，也让市场再度窥见国产动画的受 众潜力。 但这份亮眼成绩，也恰恰撕开了国产动画行业的真相：这几年院线动画上映超百部，看似"繁荣"，可2D动画和3D动画数量比例却严重失衡。 从《西游记之大圣归来》让国产动画真正走进观众视野开始，登上大银幕的2D动画，至今仅有《浪浪山小妖怪》《大鱼海棠》及《罗小黑战 记》系列共四部。这种数量上的反差，在番剧赛道更为明显：平台全年上线番剧持续增量，题材覆盖渐广，可2D动画作品却寥寥无几。 "现在番剧的2D动画只能叫2D风格，据我所知，除了《雾山五行》，这两三年就没人做纯手绘的2D动画，很多作品都是3D渲染成2D的。"北 京电影学院动画学院毕业的导演嘘嘘（化名）直言，国产2D动画一直都有创作断层的危机。 一边是3D动画借技术迭代"飞升"、占据市场主流，一边是2D动画陷创作断层、作品"断档"。为何2D动画生存空间持续压缩？是3D技术红利下 的市场偏向，还是2D创作上的投入失调？ 没人会、没人教、没人招 "大概是2008年开始，北影、中传、央美在内的许多学校先后开设了3D动画专业。"据嘘 ...

Group 1 - The LABUBU themed pop-up event in Guangzhou has sparked a consumer frenzy, highlighting the city's vibrant consumption potential as it aims to become an international consumption center [1] - Fans are willing to spend significantly on merchandise, with some spending up to 5000 yuan, indicating strong demand for popular IPs [1] - The "siphon effect" of the IP economy is evident as more pop-up events and cultural festivals, such as the upcoming third Anime Carnival at Zhengjia Plaza, are being organized to attract consumers [1][2] Group 2 - The Anime Carnival is positioned as a platform for youth culture, aiming to inspire creativity and showcase Guangzhou's open and inclusive spirit through popular IPs [2] - Upcoming events, including the "Doraemon & FRIENDS" touring exhibition at K11, reflect the growing integration of local and international IPs into the city's cultural landscape [2] - The "New Eight Scenic Spots of Consumption" initiative launched in January aims to promote the development of the IP economy, focusing on various entertainment sectors including gaming and animation [3]

Group 1 - The LABUBU themed pop-up event in Guangzhou has sparked a consumption frenzy, highlighting the city's potential as an international consumption center [2][3] - The event, part of the THE MONSTERS IP series by Pop Mart, features local elements and aims to create an immersive experience for consumers [3][4] - The pop-up store has gained immense popularity, with reservations selling out almost instantly, indicating strong demand among young consumers [3][5] Group 2 - The "IP economy" is becoming a key driver for attracting consumers, with various popular IPs being integrated into Guangzhou's commercial landscape [5][6] - The upcoming events, including the collaboration with Doraemon and the launch of the "Cyber Guangzhou" initiative, reflect the city's shift towards becoming a cultural consumption destination for the younger generation [6][7] - The recent measures announced by the Guangzhou government aim to strengthen the IP economy and promote new consumption areas, including entertainment and gaming [7]

Core Viewpoint - The company,潮宏基, has shown strong performance in the first quarter of 2025, with net profit growth outpacing revenue growth, attributed to its strategic focus on becoming a favored brand among young consumers and effective product differentiation [1] Company Overview - 泉果基金, established on February 8, 2022, manages assets totaling 16.838 billion yuan across six funds, with five fund managers [1] - The company has reported a net increase of 129 stores in 2024, despite a broader industry trend of store closures, indicating robust growth [1] Financial Performance - In the first quarter of 2025,潮宏基's net profit growth exceeded expectations, driven by enhanced product strength and refined terminal operations [1] - The company maintains a stable dividend policy, with expectations for gradual increases in per-share dividends as the company scales and performance improves [1] Strategic Focus - The company aims to navigate a complex external environment in 2025 with a strategy centered on "focusing on core business, 1+N brand strategy, all-channel marketing, and internationalization" [1] - The brand strategy includes enhancing product strength and operational management to improve store performance, alongside a digital transformation to solidify core competitive advantages [1] Product Development and Brand Building -潮宏基 emphasizes a systematic approach to product development, focusing on consumer preferences and utilizing both internal and external design teams [1] - The company has successfully launched new product lines, including collaborations with popular IPs, which have been well-received by customers [1] International Expansion -潮宏基 has opened two overseas stores in Southeast Asia, which have performed well, indicating promising market opportunities for future international expansion [1] - The company plans to accelerate its overseas market layout, leveraging its brand presence in new regions [1]

Group 1: Company Performance and Strategy - The net profit growth rate in Q1 exceeded revenue growth, attributed to a strong brand positioning and differentiated product strategy [2][3] - The company aims to maintain superior market performance through customer recognition, high employee morale, and strong channel partnerships [3] - The strategic focus for 2025 includes enhancing product strength, maintaining operational excellence, and expanding international presence [3][4] Group 2: Product Development and Brand Strategy - The company is diversifying its product lines, moving from K-gold to more gold-based products and introducing new brands like Soufflé and Zhen [3] - Product development relies on systematic management and a collaborative design approach, integrating internal and external design teams [4][5] - Recent product launches have included popular IP collaborations and traditional craftsmanship, contributing to brand strength [3][5] Group 3: Financial Outlook and Market Expansion - The company maintains a stable dividend policy, with expectations for gradual increases as cash flow remains healthy [5] - Online business strategies are being adjusted to enhance brand consistency and operational quality, focusing on profitability rather than volume [5] - The company has successfully opened two overseas stores in Southeast Asia, with plans for further international expansion [6]