Core Insights - The release of "Zootopia 2" has ignited a surge in consumer spending, with the film achieving a box office of 2.304 billion yuan, making it the highest-grossing imported animated film in Chinese history [2][4] - The film's success has led to increased demand for 4D screenings, with tickets being resold at a premium, reflecting a 47% markup on original prices [8][10] - The extensive collaboration with over 70 brands, including major companies like VIVO and Pepsi, marks one of the largest cross-industry partnerships for an IP in recent years [2][12] Box Office Performance - "Zootopia 2" grossed 146 million yuan during its opening weekend, breaking multiple records for IMAX screenings and imported animated films in China [4][10] - The film's 4D screenings have been particularly popular, with many sessions sold out and ticket prices reaching nearly 100 yuan [8][10] Consumer Engagement and Marketing - The film's content resonates with Chinese audiences, featuring relatable themes and high-quality production, which has been bolstered by extensive pre-release marketing efforts [8][10] - Disney's marketing strategy included collaborations with local animation studios to create promotional content, enhancing audience engagement [10][12] Merchandise and Cross-Industry Collaborations - The demand for merchandise related to "Zootopia 2" has skyrocketed, with items like the carrot recording pen selling out within minutes [12][21] - Collaborations with brands such as Luckin Coffee and Miniso have resulted in significant sales, with some products already sold out shortly after launch [21][22] Investment and Strategic Partnerships - The success of "Zootopia 2" has led to strategic investments, such as Wanda Film's acquisition of a stake in 52TOYS, indicating a focus on IP derivative product development [22] - IMAX Corporation and Wanda Film have signed a memorandum to deepen collaboration in brand development and IP derivative business, aiming to create a more diversified cinema ecosystem [22][23] Trends in IP Economy - The increasing prevalence of IP collaborations reflects a growing consumer demand for brand and cultural recognition, suggesting a robust future for the IP economy [23][24] - The trend of interest-based consumption among younger generations indicates a willingness to spend on IP-related products, enhancing the market's growth potential [24][25]

2025.12. 05 本文字数：3897，阅读时长大约6分钟 作者 | 第一财经 宋婕、乐琰 狐兔CP、蛇盖瑞、4D电影……这些都是最近的热词，因为一部《疯狂动物城2》的上映，一系列的消费 被点燃。 据猫眼专业版，截至12月5日下午4点18分，《疯狂动物城2》累计票房23.04亿元，该影片于11月26日在 全国影院正式上映，首日排片大盘占比66.5%，该片已成为中国影史进口动画片票房第一，而排在第二 的是9年前上映、收获15.38亿票房的《疯狂动物城》。《疯狂动物城2》同时也是2025年贺岁档电影票 房第一。 超高票房还拉动了4D场的全满，以至于市场上出现了4D电影票的加价交易，观影还拉动了冰淇淋和冰 勺消费；而电影IP周边商品销售也非常疯狂，一款胡萝卜录音笔在迪士尼商店内5分钟就售罄了；瑞幸 的联名咖啡也一度卖断货…… 在《疯狂动物城2》上映前，作品IP与各行各业的合作就已受到关注。据不完全统计，截至目前，国内 与该片联名品牌已超70个，潮玩赛道是重点，泡泡玛特、名创优品和52TOYS等纷纷入局，此外迪士尼 影业日前宣布与中国东方航空、VIVO、百事可乐、7喜、康师傅、天猫等品牌达成深度合作，若拓展至 疯 ...

《疯狂动物城2》不仅成为中国影史进口动画片票房第一，还带动了4D电影、IP周边商品及跨界联名消费的热潮。 狐兔CP、蛇盖瑞、4D电影……这些都是最近的热词，因为一部《疯狂动物城2》的上映，一系列的消费被点燃。 据猫眼专业版，截至12月5日下午4点18分，《疯狂动物城2》累计票房23.04亿元，该影片于11月26日在全国影院正式上映，首日排片大盘占比66.5%，该片 已成为中国影史进口动画片票房第一，而排在第二的是9年前上映、收获15.38亿票房的《疯狂动物城》。《疯狂动物城2》同时也是2025年贺岁档电影票房 第一。 超高票房还拉动了4D场的全满，以至于市场上出现了4D电影票的加价交易，观影还拉动了冰淇淋和冰勺消费；而电影IP周边商品销售也非常疯狂，一款胡 萝卜录音笔在迪士尼商店内5分钟就售罄了；瑞幸的联名咖啡也一度卖断货…… 在《疯狂动物城2》上映前，作品IP与各行各业的合作就已受到关注。据不完全统计，截至目前，国内与该片联名品牌已超70个，潮玩赛道是重点，泡泡玛 特、名创优品和52TOYS等纷纷入局，此外迪士尼影业日前宣布与中国东方航空、VIVO、百事可乐、7喜、康师傅、天猫等品牌达成深度合作，若拓展至疯 ...

Core Insights - The report highlights the transformation of the Chinese consumer market, emphasizing that new consumption is centered around fulfilling consumer task needs rather than brand narratives [1][5] - The consumer demographic is experiencing "dual growth," with Generation Z focusing on individuality and social recognition, while lower-tier markets emphasize value-for-money [1][6] - The report indicates a significant upgrade in consumption structure, with a deepening integration of online and offline channels, and the rise of instant retail and social e-commerce [1][6][34] Group 1: Traditional Consumption Logic Decline - Traditional commercial strategies have focused heavily on first and second-tier cities, leading to a structural imbalance in resource allocation, neglecting the potential of lower-tier markets [17] - The consumer market in lower-tier areas has reached a scale of 20 trillion yuan, accounting for 59% of total consumption, with a growth rate of 17.6%, significantly outpacing first and second-tier cities [17] - Traditional brands have failed to meet the core demand for fair consumption in lower-tier markets, creating opportunities for new consumption brands to connect directly with consumers [17][18] Group 2: New Consumption Brand Emergence - New consumption brands are evolving from product providers to solution providers for consumer life tasks, focusing on specific scenarios to meet unmet needs [24] - Brands like Pinduoduo and Luckin Coffee have successfully tapped into lower-tier markets and social recognition tasks, respectively, demonstrating the shift towards user-driven consumption [24][25] - The report outlines a matrix of new consumption brands that effectively address consumer tasks, showcasing their performance metrics and target demographics [24] Group 3: Economic and Technological Drivers - The Chinese economy is transitioning, with consumption becoming a key growth engine, supported by government policies aimed at upgrading consumption infrastructure [34] - The rise of digital technology has expanded consumption scenarios from offline to online, with significant growth in e-commerce and instant retail, indicating a shift in consumer behavior [37] - The report notes that the application of big data and AI in the consumer sector has enhanced personalization and efficiency, leading to increased sales and market penetration [37] Group 4: Cultural and Social Changes - The younger generations (90s and 00s) are driving a shift in consumption values from materialism to self-expression and emotional value, favoring experiences and cultural resonance [40] - The rise of domestic brands reflects a growing cultural confidence among consumers, with significant increases in the sales of "new Chinese-style" products and traditional elements [40] - The report emphasizes that consumer choices are increasingly influenced by personal identity and social connections, marking a departure from traditional consumption patterns [40]