Core Insights - The first "Longgang Good Products Cross-border Export Selection and Linkage Conference" was successfully held in Longgang District, Shenzhen, focusing on selecting quality products for cross-border e-commerce and facilitating efficient communication among over a hundred representatives from supply chain management, e-commerce platforms, manufacturing leaders, and financial service institutions [1][5] Group 1: Event Overview - The event showcased a variety of products from Longgang, including smart wearables, trendy IPs, and intangible cultural heritage handmade items, highlighting the region's manufacturing capabilities [3] - The "Overseas Display Base" was officially inaugurated, covering an area of 2,000 square meters, marking a new phase in providing one-stop services for enterprises looking to expand internationally [5] Group 2: Strategic Initiatives - The Longgang District has implemented a three-year action plan (2025-2027) aimed at creating a service cultivation area for enterprises going abroad, focusing on building a comprehensive service ecosystem and attracting quality cross-border e-commerce platforms and service providers [9] - The establishment of the "Longgang Good Products Promotion Officer Alliance" signifies a new level of resource integration, incorporating new employment groups like couriers and live streamers into the brand promotion system [7] Group 3: Future Plans - The Longgang District plans to deepen platform construction, expand service scenarios, and improve the cross-border service system, aiming to support local enterprises in entering international markets and promoting high-quality economic development [9]

潮玩IP不仅让消费市场热潮涌动，也正在重塑商场业态生态。以情绪价值驱动的潮玩品牌正逐步占据商 场一层核心位置，成为流量新引擎，逐步刷新商场一层的业态矩阵，驱动品牌与商场共探"潮流一层"的 新可能。 同时，头部品牌采用"核心辐射、梯度扩张"策略，在一线城市打造标杆门店，通过快闪、展览及IP联名 等高话题度活动，带动标准化产品向新一线及潜力城市渗透，激活线下商业活力。截至2024年，上海已 拥有超350家潮玩及杂货品牌门店。 回溯2025年上半年，《提振消费专项行动方案》等促消费政策密集落地，有效激发了消费作为经济增长 核心动力的作用。在这一背景下，消费市场呈现多元化、积极发展的态势，尤其在消费者更趋功能需 要、取悦自我、彰显个性等购物动机迭代下，潮玩经济、茶饮消费、宠物经济、户外经济、银发经济等 新兴经济形态迅速崛起，成为驱动市场活力与经济增长的新引擎。 潮玩经济：以情绪价值重塑线下商业生态 《哪吒2》潮玩周边热销、LABUBU全球爆火、WAKUKU现象级崛起……细数上半年哪个消费领域上 榜热搜最多，潮玩IP当仁不让。 一只不到手掌大的小玩具，在情绪价值与治愈经济的加持下，正在撑起消费市场的新增长极，更凭借情 ...

2024 年，乐自天成旗下产品 GMV 为 9.3 亿元，营业收入为 6.3 亿元，经调整净利润为 0.32 亿元。这家被认为最像泡泡玛特的潮玩企业，实际 GMV 却 不及泡泡玛特的十分之一，甚至与不久前上市的拼搭玩具龙头布鲁可相比，乐自天成的营收体量也存在较大差距。 那么，乐自天成能否成为今年港股另一个新爆点？又是否具有与泡泡玛特掰手腕的实力？ 以下文章来源于36氪财经 ，作者范亮 丁卯 36氪财经 . 36氪旗下官方账号。洞见市场，比99%的投资者更聪明。 赶上了好时候。 文 ｜ 范亮 编辑 ｜ 丁卯 来源｜ 36氪财经（ID：krfinance） 封面来源 ｜ 视觉中国 5 月 22 日， 52TOYS 的母公司乐自天成向港交所递交招股说明书，成为继泡泡玛特、布鲁可、卡游之后第四家冲刺 IPO 的潮玩企业。 定位"多而全" 在基础的品牌理念和品牌定位上，乐自天成与泡泡玛特就存在根本性的差异。 乐自天成的品牌主张是 "玩点有趣的"，品牌愿景是" 做一家伟大的玩具公司 "，强调 玩具与用户的交互 ；泡泡玛特的品牌理念是 "创造潮流，传递美好 " ，愿景是 "成为全球领先的潮流文化娱乐公司"， 强调用户情感层 ...

Core Insights - The 27th Shanghai International Film Festival showcased the integration of technology and emotional resonance in the film industry, indicating a shift towards companies that can merge innovation with consumer sentiment [1][2] - The festival highlighted the emergence of virtual reality (VR) films, with 10 projects already initiated, suggesting a new frontier for the Chinese film industry [1][2] - The economic impact of the festival was significant, generating approximately 4.997 billion yuan across various sectors, including transportation, accommodation, and retail [3] Virtual Reality Film Development - The launch of VR films at the festival, including major titles set for release in the summer of 2025, indicates a growing market potential estimated in the trillions [2] - The VR film sector is expected to expand the audience base and increase box office revenues, benefiting production and distribution companies [2] Economic Impact of the Film Festival - The festival's activities led to an estimated economic benefit of 4.997 billion yuan, with specific contributions from dining (1.213 billion yuan), accommodation (299 million yuan), and shopping (2.740 billion yuan) [3] - Approximately 29.2% of attendees traveled specifically to Shanghai for the festival, contributing to a tourism revenue of about 1.774 billion yuan [3] New Consumption Trends - The festival illustrated a shift from traditional viewing experiences to more immersive and interactive consumer engagements, such as themed tours and merchandise sales [4] - The rise of "emotional consumption" among younger consumers is driving demand for IP-related products, with significant market gains reported by companies like Lehua Entertainment [5] Emotional Consumption Dynamics - The concept of "emotional consumption" reflects a new consumer behavior where purchases are driven by emotional connections rather than functional needs [5] - This trend is expected to create opportunities for companies that can resonate with the emotional and identity needs of consumers, leading to the emergence of representative firms in the market [5]

中新网北京5月29日电 (记者 陈杭 徐婧)29日，2025中国大运河文化带京杭对话(以下简称"2025京杭对 话")在北京大运河博物馆开幕，正式启动"中国大运河IP大家庭全球传播活动"，发布三大创新成果 ——"京杭对话"大运河吉祥物IP、"京杭对话"大运河潮玩IP和《中国大运河文博图鉴》。 图为《中 国大运河文博图鉴》。主办方供图 "大运河不只是地理分界线，而是一条坚韧的文明缝合线，更是中国文明赓续和文化涵养的载体，如今 北京与杭州牵起一脉长河，共同讲述着中国文化符号的新故事。"传统文化短视频创作者李子柒，通过 《讲述大运河》短视频推介大运河，并号召大家一起做中国大运河文化的讲述者、传承者、歌颂者，助 力中国大运河流向更美好的未来。 图为"京杭 对话"大运河吉祥物IP"河喜"。主办方供图 讲述大运河文化，离不开具有创新性的IP载体。"京杭对话"大运河吉祥物IP"河喜"由韩美林团队设计， 以运河"镇水神兽"为原型，寓意"河泽生喜"，寄托守护水脉、润泽万物的吉祥愿景。 "京杭对话"大运河潮玩IP"水运儿"由泡泡玛特国际集团开发，以萌趣的国风设计，塑造出一组大运河文 化传播精灵形象，助力讲好中国故事。 图为"京杭 ...

5月29日，北京通州北运河畔，中国大运河之水碧波荡漾，2025中国大运河文化带京杭对话（以下简 称"2025京杭对话"）在北京大运河博物馆开幕。 2025京杭对话以"千帆竞发 运河通济"为主题，由北京市人民政府新闻办公室、浙江省人民政府新闻办 公室、杭州市人民政府等主办。本届"京杭对话"作为北京文化论坛配套活动，以中国大运河文化为纽 带，打造永远在线的北京文化论坛。 来源：环球网 北京市委常委、宣传部部长孙军民，浙江省委常委、宣传部部长赵承，北京市委宣传部副部长、市政府 新闻办主任余俊生，浙江省委宣传部副部长、省政府新闻办主任虞汉胤，杭州市委常委、宣传部部长黄 海峰，世界运河历史文化城市合作组织（WCCO）执行副主席、扬州市副市长刘流，以及艺术家、清华 大学文科资深教授韩美林，浙江大学艺术与考古学院院长、联合国教科文组织丝绸之路遗产教席赵丰， 中国外文局亚太传播中心外籍专家拉斐尔·泽尔贝托，文化学者、中央民族大学教授蒙曼等京浙两地政 产学研代表、文化名人，以及外国友人出席开幕式，探讨大运河文化保护传承利用。 南北联动，推进大运河文化带建设 2025京杭对话开幕式现场 一条大运河，半部华夏史。流淌千年的大运河改 ...

聚焦"悦己"和"质价比" 2024年以来，从泡泡玛特股价连创新高到老铺黄金和蜜雪冰城登陆港股后涨势如虹，再到A股宠物概念炒作不断，资本 对"新消费叙事"的追捧有增无减，引发广泛讨论的同时也在资本市场激起波澜。 对于新消费，目前各界并无统一定义。嘉实基金大消费研究总监吴越认为，消费是典型的需求决定论行业。当代消费者 不再满足于单纯的物质消费，而是追求更高层次的精神享受和个性化体验，从"悦人"走向"悦己"，由此也带来了新消费 板块的崛起。 吴越认为，新消费是相较于传统的刚需性消费或必选消费而言，是伴随经济发展、消费理念迭代和消费偏好变迁涌现的 新型消费业态，包括"悦己"经济下更注重情绪价值的潮玩、文旅、IP、宠物、医美等情绪类消费和精神类消费，也包括 追求更高性价比的"性价比消费"，还包括基于"科技+消费"全面融合所带来的AI端侧落地、智能驾驶、智慧家居等。 【导读】新消费概念火热，基金经理谈投资机遇 中国基金报记者 张燕北 孙晓辉 今年以来，围绕情绪价值、悦己消费等方面的讨论明显增多。资本市场上，潮玩IP、谷子经济、黄金首饰、医美等新消 费持续火热，相关公司股价表现抢眼，诞生了多个十倍股，吸足了市场眼球。 在受 ...

Core Viewpoint - Jingji Zhinong is expanding into the IP industry to create a second growth curve for profitability while maintaining its core modern agriculture business [1][3] Group 1: Company Developments - Jingji Zhinong established an IP operation company, Shenzhen Yingyunzhidi Cultural Technology Co., Ltd., to explore new business opportunities in digital cultural creativity [1][3] - The company aims to diversify its revenue streams and enhance its risk resistance through this new venture [3][4] - The company has achieved significant success in modern agriculture, with per capita profit levels entering the industry's top tier [3][4] Group 2: Market Insights - The IP industry is experiencing a golden development period, with a market size reaching trillions of yuan [2][4] - The global IP licensing market reached $356.5 billion in 2023, with China's market expected to exceed 168.9 billion yuan in 2024, showing a 40% year-on-year growth [3][4] Group 3: Strategic Focus - Jingji Zhinong's long-term vision for Yingyunzhidi is to become a global top-tier fashion and art brand, focusing on trendy art and cultural products [4][6] - The company plans to accelerate the development of its new business and strategically allocate funds based on market performance [4][6] - The company is adopting a differentiated strategy by focusing on post-link operations in the IP market, enhancing user engagement and monetization [5][6] Group 4: Competitive Advantages - Jingji Zhinong's unique joint operation model aims to deeply bind with IP partners, providing comprehensive services from derivative product development to user engagement [6][7] - The company has made substantial progress in forming strategic partnerships with emerging artists and leading game IPs, indicating strong growth momentum [6][7]

Core Viewpoint - The company is expanding its business into digital cultural creativity through the establishment of a new subsidiary, aiming to diversify its revenue streams and enhance its risk resilience [2] Group 1: Company Overview - Shenzhen Jiankai Zhino Agricultural Technology Co., Ltd. has established a wholly-owned subsidiary, Shenzhen Jiutian Zhishang Technology Media Co., Ltd., which focuses on digital cultural creative businesses, including the development, operation, and sales of trendy IP products [2] - The registered capital of Shenzhen Yingyun Zhidai Cultural Technology Co., Ltd. is 1 million yuan, with Jiutian Zhishang holding 51% and a professional team holding 49% [2] Group 2: Market Positioning - The company differentiates itself from other IP operators by focusing on the back-end operations of IP, targeting existing user bases for precise engagement and differentiated monetization strategies [2] - The cultural consumption market is evolving, with younger generations seeking personalized experiences, leading to a shift in focus from front-end IP incubation to back-end operational capabilities [2] Group 3: Future Plans - The company currently has over 50 IPs available for collaboration and plans to sign and incubate more than 10 new IPs in the coming year [2] - The new IP operation business will adopt a light asset model, allowing for quicker business cycles and potentially creating a significant profit stream as a second growth curve for the company [2]

研究背景 玩具，不只是孩子的专属。如今，成年人也热衷于在玩具中寻找情感寄托，重温童年的快乐。随着消费能力提升、Z 世代崛起和文化消费升级，有文化内涵、情感价值、和收藏属性的"潮玩"在玩具市场应运而生。随着潮玩行业从萌芽 走向成熟，市场规模不断扩大，潮玩IP也逐渐成为市场焦点。IP赋予玩具更多魅力和价值，成为独特的文化符号。 除了原创IP，IP也通过授权、改编等方式赋能潮玩行业，实现商业价值多元化延伸。 这一热门风向促使我们将目光聚焦于潮玩IP行业，洞察IP经济获取成年人心智的商业密码。 研究目的 本研究旨在全面剖析潮玩IP的经济价值与发展潜力，通过梳理潮玩的发展脉络、产业链图谱及消费者偏好，深入分 析行业头部品牌的商业模式与价值创造路径，以及从消费者端了解心理需求和付费动机，从而揭示IP在潮玩授权、 创新玩法中的关键作用，为行业从业者、投资者及相关研究者提供前瞻性的行业洞察和策略建议，助力潮玩IP经济 的持续发展与创新。 研究内容 《2025年潮玩IP经济：解锁让"大龄儿童"买单的商业密码》立足于全局视角，通过市场环境、 市场参与主体、商业模式及创新玩法、未来机遇与挑战等角度，对潮玩IP的发展现状及发展趋 势 ...