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万达电影:2025年计划开业100家时光里艺术商店,将覆盖丰富的潮玩衍生品
Mei Ri Jing Ji Xin Wen· 2025-08-26 14:59
每经AI快讯,有投资者在投资者互动平台提问:万达电影作为市场占有率第一的企业,为什么不考虑 在线下店推出潮玩专区?公司是否关注泡泡玛特模式? 万达电影(002739.SZ)8月26日在投资者互动平台表示,公司已积极布局IP潮玩业务,一方面依托线下 超700家影院阵地资源,打造IP沉浸式体验空间"时光里",集成潮玩零售、IP主题策展、限定快闪等多 维体验模式,2025年计划开业100家时光里艺术商店,将覆盖丰富的潮玩衍生品;另一方面公司旗下子 公司影时光围绕IP孵化与运营、AI交互体验、全域消费触达三大维度,通过整合产业资源与自主创新, 逐步向潮流娱乐公司转型,其IP资源库不仅涵盖公司自有影视及游戏IP、头部授权IP,还包括原创IP及 艺术家共创IP,积极孵化并布局多品类、全场景的潮玩产品线。此外,公司还战略投资了IP玩具品 牌"52TOYS",双方已在IP玩具产品的开发及售卖、市场营销和其他相关领域展开战略合作,未来将充 分发挥各自优势,实现互利共赢,助力公司非票业务的提升。上述部分业务目前处于起步阶段,公司正 在积极推进,具体进展和落地情况请关注公司披露的定期报告并注意投资风险。 (文章来源:每日经济新闻) ...
万达电影(002739) - 万达电影投资者关系活动记录表20250521
2025-05-21 11:52
Group 1: Business Strategy and Revenue Growth - The company aims to reduce reliance on box office revenue by evolving from a "ticketing service" to a "super entertainment space" that integrates entertainment, consumption, and social interaction [1][2] - Plans to open 100 "Time Art Stores" nationwide and create quarterly marketing events to attract young consumers [1][2] - The company expects to establish 308 "Good Luck Coconut" stores in cinema lobbies and collaborate with "52TOYS" for IP toy development [2][3] Group 2: IP Development and Collaboration - The company is focusing on IP incubation and operation, targeting a diverse IP matrix through self-development and partnerships with global artists [3][4] - Plans to launch new IP products in collaboration with major game brands, including Tencent and NetEase, with a goal of developing five co-branded IP products in 2025 [5][6] - The company has signed over 100 artists to enhance its IP art system, with initial works attracting over 100,000 visitors [5][6] Group 3: Product and Service Innovation - The company is diversifying its product offerings beyond traditional cinema snacks, introducing new self-developed brands and strategic partnerships for food and beverage sales [2][3] - Plans to enhance the cinema experience with interactive sales stores and immersive entertainment ecosystems [4][9] - The company is developing AI interactive products and NFT-based platforms to create a virtual entertainment experience [4][5] Group 4: Market Expansion and Membership Growth - The company plans to open 20-25 new cinemas in high-potential areas in 2025, focusing on high-grossing markets [8][9] - Membership growth strategy aims to add over 10 million new members, with online ticket sales expected to exceed 30% of total revenue [10][11] - The company is enhancing user engagement through cross-brand collaborations and optimizing user experience on its app [10][11] Group 5: Financial Performance and Market Position - The company reported a significant increase in derivative product sales, with the GMV for "Identity V" products exceeding 10 million [5][6] - The company is committed to improving its market share and profitability through strategic investments and partnerships in the new consumption sector [7][19] - The company has implemented a market value management plan to align intrinsic and market value through share buybacks and incentives [19][21]