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谷子经济崛起,元隆雅图走出IP文创特色发展之路
Di Yi Cai Jing· 2025-09-15 09:53
Core Viewpoint - The "Guzi Economy" is rapidly growing, with Yuanlong Yatu leveraging its IP operation and supply chain integration capabilities to carve a unique path in the IP cultural and creative business [1][15]. Industry Overview - The "Guzi" economy, referring to derivative products from anime, games, and other media, has become a significant market for Generation Z, with a growing consumer base [3]. - The market for the broader pan-anime and related products in China is projected to reach 597.7 billion yuan in 2024, with the "Guzi economy" segment expected to grow by 40.6% to 168.9 billion yuan compared to 2023 [5]. Company Development - Yuanlong Yatu has evolved through key milestones since its establishment in 1998, becoming a leader in the gift industry and entering the licensed product sector through significant events like the 2008 Beijing Olympics [5]. - The company has developed a comprehensive capability across the entire industry chain, including IP resources, creative design, product development, supply chain, media communication, and channel operation [5]. Product Innovation - Recent product launches include the "Autumn Blessing" refrigerator magnet as part of the "Four Seasons Tiananmen" series, which symbolizes national prosperity and cultural pride [6]. - Yuanlong Yatu emphasizes the integration of traditional Chinese culture with modern creativity in its product offerings, such as the "Face-Changing Panda Blind Box" inspired by Sichuan's intangible cultural heritage [8]. Strategic Initiatives - The company is expanding into the consumer market by establishing a wholly-owned subsidiary, Yuanlong Yuanchuang Culture (Beijing) Co., Ltd., and launching a retail sub-brand [11]. - Yuanlong Yatu plans to build its own IP matrix and has a dedicated creative design team to enhance its product development capabilities [13]. Future Outlook - The company aims for sustainable growth by synergizing IP resources, creative design, and supply chain management, with a focus on new media marketing and Web3 technologies [14]. - With the rise of Generation Z as a consumer force and increasing recognition of national cultural identity, Yuanlong Yatu is positioned to explore new opportunities in the IP cultural and creative sector [15].
元隆雅图上半年营收同比增长15.37% IP文创和C端零售加速布局
Core Viewpoint - The company reported steady growth in its main business for the first half of 2025, with a revenue of 1.391 billion yuan, representing a year-on-year increase of 15.37% [1] Group 1: Financial Performance - The marketing business revenue continued to grow, achieving 1.1 billion yuan from gift and promotional services, a significant increase of 63.89% year-on-year [1] - The gross profit reached 114 million yuan, up by 22.57% compared to the previous year [1] - The company made provisions for inventory depreciation and bad debts totaling 15.751 million yuan due to an employee embezzlement incident, which did not affect daily operations [1] Group 2: Strategic Initiatives - The company is implementing a "Big IP + Technology" strategy to drive business innovation and strengthen its B-end foundation while expanding its C-end IP cultural and creative business [1][2] - The company has developed a diverse IP matrix across various fields, including sports events, animation, video games, and cultural tourism, creating a multi-layered IP ecosystem [2] - Collaborations with major partners, such as the Shanghai Film Group, have led to the development of popular products based on national IPs, which have seen strong sales [2] Group 3: C-end Retail Expansion - The company is accelerating its C-end retail channel expansion by launching a new retail sub-brand, "Yuanlong Yuanchuang," and opening its first retail space in Beijing [4] - The new retail model integrates IP experience, product retail, and cultural dissemination, aiming to provide immersive cultural consumption experiences [4] - The company is diversifying its offline channels with various retail formats, including self-operated cultural and creative life museums and pop-up stores, while also expanding online presence across major e-commerce platforms [5] Group 4: Future Outlook - The licensed merchandise business achieved revenue of 24.469 million yuan, a year-on-year increase of 74.50%, driven by events like the Harbin Winter Games [6] - The company plans to continue investing in C-end retail IP cultural and creative product design, channel development, and upcoming major events, which is expected to enhance its core competitiveness and open new growth opportunities [6]
《侏罗纪世界:重生》票房登顶带火周边 元隆雅图IP生态加速布局
除此之外,公司重点加大C端国潮IP合作、产品开发和销售渠道建设力度,与各地方文旅合作,紧扣消 费场景进行主题化IP产品开发,形成多个"国潮"IP文创产品系列。例如集合天安门文化元素的"四季天 安"冰箱贴、北京胡同系列IP文创产品;与西安"雁塔有礼了"和上影元合作开发的大闹天宫齐天大圣毛 绒玩具,呼应西安大雁塔的"西游出发地"文化,一经上线即成为热销款。此外,公司与各地文旅合作开 发的"福满中华?一城一礼"系列徽章和冰箱贴产品陆续上线,产品销售势头良好。 作为"侏罗纪"系列的第七部电影,《侏罗纪世界:重生》在口碑和票房上均表现不俗:7月2日国内上映 至今12天,以累计超过4.5亿票房领跑暑期档,一股"恐龙热"席卷院线,不少观众带着恐龙公仔、联名 背包等恐龙周边入场观影,成为移动的"广告牌"。其中,元隆雅图(002878)(002878.SZ)开发的侏 罗纪世界系列周边产品让人眼前一亮,展现出公司加速构建IP文创全产业链生态的决心。 电影IP衍生品仅仅是元隆雅图"大IP+科技"战略的冰山一角。在IP经济持续升温的背景下,公司正不断 完善"国潮"+"国际"的IP矩阵,继续深化与各地文旅部门及博物馆的合作,推进与国内 ...