Group 1: Market Overview - The Japanese toy market is projected to reach a scale of 302.46 billion yen (approximately 15 billion RMB) in 2024, with a year-on-year growth of 9%, and trading card games (TCG) account for 27.5% of the total market [1] - Despite a decline in sales for Pokémon cards, new releases such as Dragon Ball Super cards and growth in other franchises like Duel Masters and Yu-Gi-Oh! contribute to the overall market expansion [3][4] Group 2: Company Performance - Bandai's sales for the first half of 2025 show significant performance, with Mobile Suit Gundam leading at 43.4 billion yen (up 18.9%), followed by One Piece at 40.6 billion yen (up 12.47%) [5][6] - Tamiya's sales reached 114.74 billion yen (up 12.87%) in the first half of 2025, with action figures being the most profitable category [17] - Bushiroad's TCG sales increased by 34.42% to 14.85 billion yen in the first half of 2025, driven by successful new releases and collaborations [25] Group 3: Product Releases and Events - Bandai released 93 card-related products in the first half of 2025, including new One Piece and Gundam cards, with various promotional events to engage players [8][10] - Tamiya's Duel Masters launched 9 new card packs, with a successful collaboration with VTuber Rainbow Company, leading to sustained popularity [19] - Bushiroad's Cardfight!! Vanguard released 9 new card packs and hosted various tournaments, maintaining player engagement [28] Group 4: Competitive Landscape - The TCG market is highly competitive, with Pokémon leading in sales, followed by Duel Masters and Yu-Gi-Oh! [4][46] - Konami's Yu-Gi-Oh! OCG saw a 6.93% increase in sales, with new tactical packs performing well and promotional animations enhancing visibility [38][42] - Pokémon's sales reached 410.93 billion yen (up 38.1%) for the fiscal year ending February 2025, with a strong lineup of new products and events [46][48]

Core Insights - The international gaming industry is witnessing significant revenue growth, with Hasbro's "Monopoly Go" achieving over $5 billion in revenue within 24 months, making it the fastest mobile game to reach this milestone [1][3] - The Pokémon Trading Card Game Pocket has also shown impressive performance, generating $1 billion in revenue within 204 days of its launch [1][3] Group 1: Hasbro and Pokémon - Hasbro and Mattel are planning to invest more in video game products due to the success of "Monopoly Go" and the Pokémon card game, indicating a trend of combining physical brands with virtual worlds [3] - The Pokémon Trading Card Game (PTCG) Pocket, launched by DeNA, has seen a total of 40 billion cards collected globally, with over 100 million downloads and a monthly active user base of approximately 51 million [5][7] - PTCG Pocket's revenue for the fiscal year ending March 2025 reached 28 billion yen, a 120% increase year-on-year, with operating profit of 18.6 billion yen, recovering from a loss of 200 million yen in the previous year [5] Group 2: TCG Market Dynamics - The TCG market in Japan is evolving, with new products and brands emerging, as seen in the March 2025 sales rankings where Pokémon, Duel Masters, and Yu-Gi-Oh! lead the market [4] - Bandai's "One Piece" card game achieved sales of 94.2 billion yen, a 56.22% increase, while "Dragon Ball" sales reached 29.9 billion yen, up 30% [14] - Bushiroad's TCG sales increased by 27.7% year-on-year, with successful launches of new card games like "Love Live!" and continued strong performance from established products [33][37] Group 3: Marketing and Events - PTCG Pocket is actively releasing new card packs and features, enhancing user engagement through trading options and promotional events [7][12] - Bandai is hosting global events for its card games, including tournaments and promotional activities, to maintain player interest and engagement [21][23] - Tomy has successfully launched "Disney Lorcana," which has quickly gained popularity through extensive marketing campaigns and events, including large-scale competitions [26][30]